China Real Estate Week 44 Wrap Property sales headed down in both primary and secondary markets
–Rapid sales recovery in 1H23
Capital Goods: Construction machinery sales in Sep: Decent export growth; weak demand in China
China Sportswear Sector – 5-1 sales beat but competition intensified
3Q24 sales volume accelerated to +21% YoY; on track to achieve target
China Auto Sector: All-time high sales for Li Auto, BYD, Aion, Leap
Distributor’s Jan sales flat yoy; we believe market performed better
Weekly highlight: expect strong sales momentum to last longer
China Sportswear Sector - Distributor‘s Jan sales flat yoy; we believe market performed better
4Q preview： sales／adj. EBITDA +18%／+36%
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