亚太中国地产:2026亚洲暑期研讨,解析住宅市场挑战、拐点信号及地产股投资启示-China Property Asia Pacific Asia Summer School 2026-20260703.docxVIP

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亚太中国地产:2026亚洲暑期研讨,解析住宅市场挑战、拐点信号及地产股投资启示-China Property Asia Pacific Asia Summer School 2026-20260703.docx

Morganstanley

RESEARCHhttlistso:/u/wiuoe

July3,202609:00AMGMT

ChinaProperty|AsiaPacific

AsiaSummerSchool2026

HousingsalesunexpectedlyreboundedinMarch-May,promptingdebateoverapotentialinflectionfollowingafive-yearcorrection.Wesummarizethechallengesstillfacingtheresidentialmarket,potentialsignpostsofasustainedinflection,andtheinvestmentimplicati

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