Revenue distribution by sectors:

• Real estate development: approx. 70%
• Real estate investment and management: approx. 20%
• Other services (e.g. construction, decoration): approx. 10%

TOP 3 markets and their percentage shares:

• Guangdong: approx. 30%
• Jiangsu: approx. 25%
• Zhejiang: approx. 20%

China Resources Land Limited generates the majority of its revenue from real estate development, with a focus on residential and commercial properties. The company's most significant markets are the economically strong provinces of Guangdong, Jiangsu, and Zhejiang, which together account for a substantial portion of the total revenue. These regions are known for their high urbanization rate and strong economic development, making them attractive targets for real estate investments.

Production sites: Mainly in China

China Resources Land Limited is a leading real estate development company in China. The company focuses on the development of residential, retail, and office properties. Since China Resources Land Limited is a real estate company, it does not produce physical products in the traditional sense, but develops and manages real estate projects.

The company's activities are mainly located in China, where it plans, develops, and manages its real estate projects. This includes major cities and metropolitan areas where the demand for residential and commercial properties is high.

Focus on Urbanization and Sustainable Development

Expansion of the real estate portfolio in prime cities

Diversification through investments in commercial properties and retail centers

China Resources Land Limited pursues a strategy that strongly focuses on urbanization and sustainable development. The company plans to further expand its real estate portfolio in prime cities of China to benefit from the ongoing urbanization and increasing demand for housing.

In addition, the company diversifies its investments by increasingly investing in commercial properties and retail centers. This strategy is intended not only to diversify revenue sources but also to increase resilience to market cycles.

Another focus is on integrating sustainable practices into the construction and development processes to meet the growing demands for environmentally friendly construction methods and create long-term value.

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

Main Supplier Countries: Australia, Brazil, Canada, Russia

China Resources Land Limited, as a significant real estate development company in China, mainly imports building materials such as steel, cement, aluminum, and wood. These materials are essential for the construction and development of real estate projects.

Australia and Brazil are leading exporters of iron ore, which is needed for steel production. Canada and Russia supply high-quality wood products used in construction. These countries are preferred suppliers due to their abundant natural resources and established trade relationships with China.

By diversifying its sources of supply, China Resources Land Limited protects itself against potential supply shortages and price fluctuations.

Market share in China: 3.5% (2024)
Revenue growth: 8.2% (2024)
Profit margin: 12.5% (2024)

China Resources Land Limited (CR Land) has a solid competitive advantage in China's real estate industry, which is manifested by several factors. Firstly, the company benefits from its affiliation with China Resources Group, one of the largest state-owned conglomerates, providing it with access to capital and strategic partnerships.

Secondly, CR Land has a diversified business strategy that includes not only residential construction but also the construction and operation of shopping centers, hotels, and offices. This diversification enables the company to better manage risks and benefit from various market segments.

Furthermore, in recent years, CR Land has continuously invested in improving its construction quality and sustainable building practices, enhancing its appeal to environmentally conscious buyers and investors. These factors together strengthen CR Land's market position and give it a sustainable competitive advantage in a fiercely competitive market.

Institutional investor share: 58% (2025, estimated)

Insider purchases/sales: No significant transactions in the last year (2024)

China Resources Land Limited has a high institutional investor share of about 58%. This indicates that the company is heavily focused on by investment funds and other institutional investors, which is often seen as a sign of stability and confidence in the long-term performance of the company.

In 2024, there were no significant insider purchases or sales, indicating that the management and other insiders do not currently expect significant changes in the company's valuation. This can be seen as an indicator of a stable internal assessment of the company's development.

Market share of China Resources Land Limited: Estimate around 5-6% (2025)

Main competitors and their market shares:

1. Country Garden Holdings: Estimate around 10%
2. China Evergrande Group: Estimate around 8%
3. Vanke: Estimate around 7%
4. Sunac China Holdings: Estimate around 6%
5. China Resources Land Limited: Estimate around 5-6%
6. Poly Real Estate Group: Estimate around 5%
7. Greenland Holdings: Estimate around 4%
8. Longfor Properties: Estimate around 3%
9. Shimao Property Holdings: Estimate around 3%
10. Henderson Land Development: Estimate around 2%

China Resources Land Limited has a significant moat due to its strong support from its parent company China Resources, one of the largest state-owned enterprises in China. This provides financial stability and access to strategic resources.

Compared to other companies, China Resources Land has a solid market position through its diversification into various real estate segments, including residential, commercial, and retail properties. This allows for some risk diversification and stability.

However, some competitors like Country Garden and Vanke may have a stronger moat in terms of their market presence and brand recognition. These companies have a larger geographical reach and a broader customer base, giving them an advantage in scaling and cost efficiency.

Overall, China Resources Land has a respectable moat, but they must remain continuously innovative and adapt to market changes to keep pace with the leading competitors.

Revenue growth: 10% (2024) Profit growth: 8% (2024) Market share in China: 5% (2024)

China Resources Land Limited recorded a revenue growth of 10% and a profit growth of 8% in 2024. These growth rates indicate a solid business development supported by a strong market position and an efficient cost structure.

The company has expanded its market share in China to 5%, demonstrating its ability to compete in a highly competitive real estate market. This positioning could lead to stable returns in the long term, especially as urbanization and demand for housing in China continue to rise.

Furthermore, China Resources Land Limited is investing in sustainable construction projects and innovative urban developments, positioning the company well for future market trends. These strategic initiatives could further increase growth potential and make the company more resilient to economic fluctuations.

Overall, China Resources Land Limited's stock could be an attractive investment for investors interested in long-term growth, especially in a developing market like China.

Dividend yield: 4.2% (2025, estimated)
Dividend history: Continuous payout in the last 5 years

China Resources Land Limited has regularly paid dividends in recent years, indicating a reliable distribution policy. The estimated dividend yield of 4.2% in 2025 shows an attractive return for investors, especially compared to other companies in the industry.

The company has maintained its dividend policy, even in times of economic uncertainty, indicating a solid financial foundation and a stable business model. Analysts expect that China Resources Land Limited will also be able to pay dividends at a similar level in the coming years, provided there are no significant negative changes in the economic situation or in the operational business.