2026年,中国房地产市场持续下滑,销售额和债务重组下降,而贸易比稀土出口更加紧张。 China’s property market faces continued decline through 2026, with falling sales and debt restructurings, while trade tensions rise over rare earth exports.

预计到2026年,中国房地产市场将持续下降,预计2025年新的房屋销售将下降8%,2026年又将下降6-7%,原因是需求疲软和消费者信心下降。 China’s property market is projected to keep declining through 2026, with new home sales expected to drop 8% in 2025 and another 6-7% in 2026 due to weak demand and falling consumer confidence. 像Cifi Holdings这样的开发商正在重组数十亿的离岸债务,取消旧债务,发行新债券,向债权人支付现金。 Developers like Cifi Holdings are restructuring billions in offshore debt, canceling old obligations, issuing new bonds, and paying cash to creditors. 尽管取得了一些进展,但未售出的住房库存仍然很高,市场不确定性依然存在。 Despite some progress, unsold housing inventory remains high, and market uncertainty persists. 与此同时,由于中国对稀土矿物的出口管制,与美国的贸易关系日益紧张,这引发了国际协调反应的警告。 Meanwhile, trade tensions with the U.S. are rising over China’s export controls on rare earth minerals, prompting warnings of coordinated international responses.