中国地产:11 月销售与价格疲软;行业低迷与政策的讨论不可避免-China Property_ Nov Sales & Price Soft; Inevitable Debate on Sector Weakness & Policy
2025-12-08 08:41
Vi e w p o i n t | 01 Dec 2025 03:13:12 ET │ 14 pages China Property Nov Sales & Price Soft; Inevitable Debate on Sector Weakness & Policy CITI'S TAKE Nov sales softer — 37 listed names' Nov sales -36%yoy/ -12%mom (Oct: -42%yoy). Nov alone: (1) Sales leaders: COLI (Rmb22bn on BJ/SH/SZ launches), Poly-A (Rmb18bn), CRL & Greentown (Rmb15bn), CMSK (Rmb14bn); (2) SZ One Bay Park (CRL/COLI) sold Rmb13bn at launch on 30-Nov (not yet included in Nov data), hit YTD national record; (3) YTD monthly-low sales for Lon ...