Analyze the defaults and delinquencies in Chinese real estate.
Real estate giants’ top performers – Ever, also failed to hold up, continuous blood transfusions for Sunshine Steel, ultimately couldn’t plug the ever-growing hole. Linkage news: Six major banks completely halt sales of 5-year large savings bonds for five years.
Analyze China’s real estate defaults, compile timelines and key events, Evergrande, Greentown, Vanke, and other unlisted property developers I may not know about.
This overview is based on the latest perspective as of December 2025, covering the complete timeline from the initial crisis to the current period (end of 2025).