Real Estate Development: approx. 70%
Real Estate Management and Services: approx. 20%
Other Services (e.g. logistics, retail): approx. 10%

TOP 3 Markets:
1. China: approx. 85%
2. Hong Kong: approx. 8%
3. Southeast Asia: approx. 7%

China Vanke Co., Ltd. generates the majority of its revenue from real estate development, which is typical for the company as it is one of the largest real estate developers in China. In addition to real estate development, Vanke has also invested in real estate management and services to diversify its sources of income.

The Chinese market remains the dominant market for Vanke, reflecting the company's strong presence and focus on the domestic real estate market. Hong Kong and Southeast Asia are also significant markets that Vanke has increasingly targeted in recent years to expand its international presence.

Production Sites: Mainly in China

China Vanke Co., Ltd. is one of the largest real estate development companies in China. The company mainly focuses on the Chinese market and develops residential and commercial properties there. Most construction projects and related production activities take place within China.

However, in recent years, China Vanke has also started to expand internationally, especially in markets like Hong Kong, Singapore, and the USA. These expansions primarily affect the real estate development sector and not production in the traditional sense.

Revenue Growth: Estimated 8-10% (2025)

China Vanke Co., Ltd. is pursuing a diversified growth strategy focusing on several core areas:

1. Real Estate Development and Sales: The company continues to focus on developing high-quality residential and commercial properties to maintain its market leadership in China. It plans to expand its presence in emerging urban areas to benefit from urbanization and the increasing demand for housing.

2. Sustainability and Green Buildings: China Vanke is increasing its investment in sustainable construction practices and green technologies. This includes developing energy-efficient buildings and implementing environmentally friendly construction methods to meet the growing sustainability requirements.

3. Diversification into New Business Areas: In addition to its core real estate development business, Vanke is expanding into adjacent sectors such as property management, logistics, and senior living facilities. This diversification aims to unlock additional revenue streams and reduce risk from market fluctuations in the real estate sector.

4. International Expansion: The company is also pursuing a strategy of international expansion, particularly in markets with high growth potential outside of China. This includes investments in real estate projects in Southeast Asia and other regions.

Through these strategic initiatives, China Vanke plans to sustainably secure its growth and strengthen its position as a leading real estate company.

Main Imported Raw Materials: Steel, Cement, Wood, Aluminum

Main Supplier Countries: Australia, Brazil, Canada, Russia

China Vanke Co., Ltd., as one of the largest real estate developers in China, mainly imports building materials such as steel, cement, wood, and aluminum. These materials are crucial for the construction of residential and commercial properties.

Australia and Brazil are important suppliers of iron ore, which is needed for steel production. Canada supplies high-quality wood, widely used in construction. Russia is a significant exporter of aluminum, used in many construction projects.

These imports are crucial to ensure the quality and efficiency of China Vanke's construction projects. However, the company's reliance on international suppliers also makes it vulnerable to fluctuations in global commodity markets.

Market share in China: 4.5% (2024, estimated)
Revenue growth: 8.2% (2024)
EBITDA margin: 18.5% (2024)

China Vanke Co., Ltd. is one of the leading real estate developers in China and holds a significant market share of approximately 4.5%. The company benefits from its strong brand recognition and a diversified product range that includes both residential and commercial properties.

The revenue growth of 8.2% in 2024 indicates that despite a challenging market environment, China Vanke was able to increase its income. The EBITDA margin of 18.5% suggests an efficient cost structure and solid operational efficiency, giving the company a competitive advantage.

Furthermore, China Vanke has strengthened its market position through strategic partnerships and investments in sustainable construction projects. This could lead to increased competitiveness in the long term, especially in a changing market that increasingly values sustainability.

Institutional Investor Share: Estimated around 30-40% (2025)
Insider Buys/Sells: No specific data available (2025)

The institutional investor share in China Vanke Co., Ltd. typically ranges between 30% and 40%. This estimate is based on historical data and the usual participation of institutional investors in large publicly traded companies in China.

There is currently no specific information available regarding insider buys or sells in 2025. Such transactions are often disclosed in annual reports or special filings with the stock exchange. It is advisable to consult the latest reports and stock exchange announcements for detailed information.

Market share of China Vanke Co., Ltd.: 6.5% (2025, estimated)

Top competitors and their market shares:

1. Country Garden Holdings Co., Ltd.: 8.2%
2. China Evergrande Group: 7.0%
3. China Vanke Co., Ltd.: 6.5%
4. Poly Developments and Holdings Group Co., Ltd.: 6.0%
5. Sunac China Holdings Limited: 5.8%
6. Greenland Holdings Corporation Limited: 5.2%
7. China Overseas Land & Investment Ltd.: 5.0%
8. Longfor Group Holdings Limited: 4.5%
9. China Resources Land Limited: 4.2%
10. Shimao Property Holdings Limited: 3.8%

Moat of China Vanke Co., Ltd.:

China Vanke Co., Ltd. has a moderate moat, primarily characterized by its strong brand recognition and extensive geographic presence in China. The company benefits from a diversified product range and a solid financial foundation, enabling it to remain stable in economically challenging times.

However, compared to its competitors, China Vanke does not have a significant technological or cost advantage. Companies like Country Garden and China Evergrande have similar strengths in terms of brand recognition and geographic coverage. Country Garden also holds a slight advantage due to its aggressive expansion strategy and cost-effective construction methods.

Overall, China Vanke's moat is not exceptionally strong compared to its competitors, as the industry is characterized by high competition and similar business models. Market share and the ability to adapt to market changes will be crucial for future competitiveness.

Revenue growth: 8.5% (2024) Profit growth: 6.2% (2024) Market share in the real estate sector in China: approximately 5% (2024)

China Vanke Co., Ltd. is one of the largest real estate companies in China and recorded a revenue growth of 8.5% in 2024. The company benefits from a stable demand in the Chinese real estate market and a diversified project pipeline that includes both residential and commercial properties.

Despite challenges in the real estate sector such as government regulations and economic uncertainties, China Vanke has strengthened its market position through strategic investments and partnerships. The company has also expanded its sustainability initiatives in recent years, which is increasingly important in the industry.

In the long term, China Vanke could benefit from urbanization and the demand for high-quality residential and commercial properties. The solid financial foundation and the ability to adapt to market changes make the stock a potentially attractive investment for investors interested in a stable market presence.

Dividend Yield: 3.5% (estimated for 2025)
Dividend History: Regular payouts over the past five years

China Vanke Co., Ltd. is known for regularly distributing dividends to its shareholders. In recent years, the company has pursued a stable dividend policy, indicating a reliable payout. The dividend yield has ranged from 3% to 4% in the past, which is competitive compared to other companies in the real estate industry.

The reliability of dividend payments is supported by China Vanke's strong market position and continuous demand in the Chinese real estate sector. Despite challenges in the real estate market, the company has maintained its financial stability, indicating the ability to continue paying dividends in the future.