Day: August 28, 2025

In July 2025, China’s housing market faces a severe crisis, with Beijing leading a 1.1% month-on-month decline in second-hand home prices, followed by Shanghai, Guangzhou, and Shenzhen. The collapse of these key markets signals a broader real estate downturn, with transaction volumes plummeting up to 35%. State-owned enterprises are tasked with absorbing 408 million square meters of excess inventory, but the allocated 300 billion yuan falls short. This crisis, coupled with declining retail sales and industrial output, is eroding middle-class wealth, with 70% of household assets tied to real estate. The shift toward a state-controlled rental system raises concerns about deprivatization and political compliance. The collapse of Evergrande and widespread unemployment in construction signal a fracturing social order, as real estate, a quarter of GDP, impacts over 60 industries, threatening economic stability and social trust.Help me grow the channel by donating any amount through the link below—your support makes a difference!https://paypal.me/DonXiangEmail me: [email protected]:00 Intro0:07 The Shattering of a Stronghold1:33 A Market in Freefall2:23 The State Steps In3:32 A Drop in the Ocean4:45 The Wealth Reset5:21 Economic Ripples6:52 A Dire Predicament7:25 A Fractured Social Order8:34 Human Toll of the Collapse9:39 Dreams Turn to Dust10:48 The Rise of State Control11:30 A Frozen Economy12:44 A Loss of Faith13:32 Wealth in New Hands14:15 A Nation at the Brink