TREE NEWS update: China Vanke said new-home sales during the 2026 National Day holiday met expectations across all regional companies. The developer said it maintained active selling and ensured adequate supply by front-loading inventory, while using on-site showings and open displays to lift conversion. Vanke acknowledged that disposing of its resource structure has become more difficult.
China Vanke Says National Day Holiday Sales Met Targets in All Regions
Vanke's claim that holiday sales met targets in every region is a rare piece of stabilizing news from a stressed developer, and the emphasis on front-loading inventory and showings suggests execution rather than demand is doing the work. The admission that unwinding its resource structure has grown harder is the more telling line: it points to asset-disposal friction that constrains balance-sheet repair regardless of how showings convert. Whether holiday momentum carries past the promotional window, and whether disposals become any easier, are the open questions.
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