Goldman Sachs estimated China's shadow supply of overbuild apartments (vacant units) at approximately 100 million units—a substantial excess capacity created during the property boom.
factualpending
Speaker
Alice HanEvidence Quote
“Goldman had was that um in terms of the shadow supply so the overbuild of apartments uh it's apparently around 100 million units”
Source
China Just Dropped Its Jobs Target for the First Time in Decades | China Decode— The Prof G Pod – Scott GallowayCreated: 8/12/2026, 6:40:15 PM
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