China's Property Inventory Still Too High

Andrew Chan, Credit Analyst, Bloomberg Intelligence

30-Sep-25 07:45

China's Property Inventory Still Too High

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China’s property developers still hold 5.3 trillion yuan in inventory as of June 2025, yet impairments of high-cost stock amount to just under 900 billion yuan, raising doubts over whether losses are being fully recognised. Andrew Chan, Credit Analyst, Bloomberg Intelligence tells us if recovery is in sight or if we can expect more defaults.

Produced by: Elaine Boey, Wong Shou Ning

Presented by: Keith Kam, Shazana Mokhtar, Wong Shou Ning

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Categories: economy, property

Tags: china housing crisis, credit analyst, china, housing crisis, property,

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