China Vanke Co. Ltd – Market Activity and Capital Flow Update
China Vanke Co. Ltd. (ticker: 万科A, 600000 in Shanghai, SZ000002 in Shenzhen) is a leading real‑estate developer headquartered in Shenzhen, China. The company operates across housing construction, renovation, financing, and ancillary logistics and material supply services. It is listed on the Hong Kong Stock Exchange under the ticker Vanke and trades on the Shanghai and Shenzhen exchanges under the codes 600000 and SZ000002, respectively.
Recent Trading Performance (2025‑10‑10)
- Closing Price: 5.21 HKD (as of 2025‑10‑09 09:20:49 UTC).
- Price Movement: The share price declined by 0.59 % on 2025‑10‑10.
- Trading Volume: 10.50 亿元 (HKD) of shares were traded during the session.
- Capital Flow: In the three days leading up to 2025‑10‑10, the stock experienced a net outflow of 2.99 亿元 of main‑stream capital.
This decline coincided with a broader weakening of the “租售同权” (rental‑sale parity) concept sector, which fell 1.52 % on 2025‑10‑09 and saw a net outflow of 9.55 亿元 of main‑stream capital.
Capital Outflow in the Rental‑Sale Parity Concept
On 2025‑10‑09, the rental‑sale parity concept sector recorded the largest capital outflow among concept stocks:
| Stock Code | Stock Name | Daily Change | Main‑stream Capital Flow (millions HKD) |
|---|---|---|---|
| 600895 | 张江高科 | –9.99 % | –50689.63 |
| 000002 | 万科A | –1.45 % | –21222.36 |
| 600376 | 首开股份 | +5.75 % | –11997.55 |
| 600048 | 保利发展 | +0.25 % | –10991.22 |
| 000558 | 天府文旅 | –6.55 % | –2806.03 |
| … | … | … | … |
The net outflow for 万科A was 2.12 亿元 (≈ 212 million HKD), contributing to the overall decline of the concept sector. Other significant outflows included those for 首开股份, 保利发展, and several smaller‑cap stocks.
Regulatory Filing
On 2025‑10‑09, China Vanke filed its 2025‑09 Securities Transaction Monthly Report in compliance with the Hong Kong Listing Rules. The filing is available in PDF format at the HKEX website. This report provides detailed disclosures on the company’s share‑holding changes, major transactions, and related‑party dealings for the month of September 2025.
Summary
- Share Price: Decreased by 0.59 % on 2025‑10‑10, closing at 5.21 HKD.
- Volume: 10.50 亿元 traded.
- Capital Flow: Net outflow of 2.99 亿元 in the preceding three days; 2.12 亿元 specifically for 万科A on 2025‑10‑09.
- Sector Context: The rental‑sale parity concept sector fell 1.52 %, with major capital outflows from several leading stocks, including 万科A.
- Regulatory Compliance: Filing of the 2025‑09 Monthly Report submitted on 2025‑10‑09.
These developments highlight a period of modest downside pressure on China Vanke’s shares, driven by sector‑wide capital outflows and a broader market retracement within the rental‑sale parity theme.
