Breakingviews - China applies broken mop to housing mess
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 15 2025
0mins
Source: Reuters
China's Real Estate Crisis: China is facing a record excess inventory in real estate, prompting the government to consider allowing state-owned enterprises back into the property market to address the ongoing housing slump and slow progress in converting unsold homes into public housing.
State Firms' Involvement: The potential involvement of financially robust state firms in the real estate sector may signal a reversal of previous restrictions, but concerns remain that these firms will not take on significant property risks given the unattractiveness of much of the existing inventory.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
