Xi’s Property Firewall COLLAPSED — Beijing Can’t Hide It Anymore скачать в хорошем качестве

Xi’s Property Firewall COLLAPSED — Beijing Can’t Hide It Anymore

Xi’s Property Firewall COLLAPSED — Beijing Can’t Hide It Anymore On January 29, a government-linked publication tied to China’s Ministry of Housing quietly confirmed what Beijing had avoided saying for years: the “three red lines” policy is gone. No press conference. No formal admission of failure. Just the silent removal of the financial firewall Xi Jinping built in 2020 to control China’s property debt crisis. This video breaks down what that reversal really means for China’s real estate market, local government debt, developer defaults, and the broader Chinese economy in 2026. If you’re searching for analysis on China property crisis 2026, Xi Jinping three red lines policy, Evergrande collapse update, China housing market crash, LGFV debt crisis, or Beijing economic slowdown, this breakdown connects the financial, political, and structural forces behind the headlines. Inside this analysis: Why the three red lines policy was abandoned • How the Evergrande default triggered a systemic property collapse • Country Garden, Sunac, Fantasia, Kaisa and the Vanke shock • Mortgage boycotts and unfinished apartment protests • China’s local government financing vehicle (LGFV) debt exposure • Land sale revenue collapse and fiscal stress • Falling home prices across Beijing and major cities • Deflation pressure and weak consumer confidence • World Bank and IMF growth projections for China • The political implications for Xi Jinping and CCP legitimacy China’s property sector once accounted for nearly 30 percent of GDP when related industries are included. It was the primary store of wealth for Chinese households and the core revenue source for local governments through land sales. Now, total property sales have collapsed from peak levels, developer defaults have cascaded, and secondhand home prices continue to fall across major cities. The consequences extend beyond real estate. Local Government Financing Vehicles carry tens of trillions of yuan in off-balance-sheet debt. Land collateral is impaired. Regional banks face rising non-performing loan risk. Consumer confidence remains weak as household wealth declines. At the same time, China is leaning more heavily on exports to offset domestic demand weakness, creating trade friction with the U.S. and EU. This is not just a housing downturn. It’s a structural economic reset unfolding inside the world’s second-largest economy. If you follow global markets, China GDP forecasts, emerging market risk, real estate debt crises, or geopolitical economic shifts, subscribe and stay updated. The policy reversal on January 29 is not the end of the story. It’s the signal that the old model is finished. Disclaimer: This video is for informational and analytical purposes only. It is based on publicly available data and reporting at the time of production. It does not constitute financial, legal, or investment advice. Viewers should conduct their own research and consult professional advisors before making financial decisions.