20 October 2026 | 5:11PM CST Equity Research CHINA PROPERTY 2027 Outlook: Four Key Pivot Points Driving a New Equilibrium Towards 2035 We expect four pivot points for China's housing market along the path to 2035E, as a result of the new sales model (here and here) introduced by the Chinese government on Aug 28, our new findings on the development progress of the inventory pipeline during this downturn, and our refreshed structural demand analysis. These four pivot points present a complex supply and demand ...