Revenue distribution by industry:

• Financial services: 45%
• Real estate: 30%
• Infrastructure projects: 25%

TOP 3 markets and their percentage shares:

• China: 60%
• Hong Kong: 25%
• Southeast Asia: 15%

China CITIC Financial Asset Management Co., Ltd. generates the majority of its revenue from financial services, followed by real estate and infrastructure projects. The Chinese market dominates with a 60% revenue share, highlighting the company's strong local presence. Hong Kong and Southeast Asia are also significant markets, accounting for 40% of the revenue together. This distribution demonstrates the company's strategic focus on the Asian region.

Production Sites: Mainly in China

China CITIC Financial Asset Management Co., Ltd. is a financial services company that focuses on asset management. Being a company in the financial sector, it does not produce physical products in the traditional sense. Instead, it offers services in asset management and financial consulting, primarily provided in China.

The company's services and products revolve around financial solutions developed and offered in the company's offices and branches.

Strategy for Future Growth: Diversification and Digitalization (2025)

China CITIC Financial Asset Management Co., Ltd. is pursuing a strategy of diversifying its services and enhancing the digitalization of its processes. This strategy aims to increase efficiency and tap into new markets.

The company plans to expand its presence in international markets to benefit from global investment opportunities. Additionally, there is a strong focus on developing digital platforms to better serve customers and reduce costs.

Another component of the growth strategy is increased collaboration with strategic partners to leverage synergies and expand the range of services offered. This is intended to help solidify the company's market position and explore new revenue streams.

Imported Raw Materials: Iron ore, copper, petroleum

Main Supplier Countries: Australia, Brazil, Saudi Arabia

China CITIC Financial Asset Management Co., Ltd., as part of a large Chinese financial and industrial conglomerate, is heavily involved in the import of raw materials that are crucial for the Chinese industry.

Australia and Brazil are the main suppliers of iron ore, which is essential for steel production in China. Saudi Arabia is one of the largest suppliers of petroleum, which is needed for energy supply and industrial use in China.

These imports are crucial to support industrial growth and infrastructure development in China.

Market share: 12% (2024, estimated)
Return on equity (ROE): 8.5% (2024)
Credit portfolio growth: 9% (2024)

China CITIC Financial Asset Management Co., Ltd. has a significant competitive advantage due to its strong market position and extensive network within China. With an estimated market share of 12% in 2024, the company demonstrates a solid presence in the financial sector.

The return on equity of 8.5% in 2024 indicates that the company operates efficiently and utilizes its resources effectively to generate profits. This is an indicator of the company's ability to remain profitable compared to its competitors.

The credit portfolio growth of 9% in 2024 shows that the company is able to expand its lending activities, thus diversifying its sources of income. This strengthens its position in the market and provides a buffer against economic fluctuations.

In summary, China CITIC Financial Asset Management Co., Ltd. possesses a strong competitive advantage due to its market position, financial performance, and growth strategy.

Institutional Investor Share: 60% (estimated, 2025)
Insider Buys/Sells: No significant transactions reported (2025)

The institutional investor share in China CITIC Financial Asset Management Co., Ltd. is estimated to be around 60%. This reflects the confidence of institutional investors in the company's stability and growth potential.

In 2025, no significant insider buys or sells were reported. This could indicate that the management has confidence in the current corporate strategy and does not expect any major changes in ownership structure.

Market share of China CITIC Financial Asset Management Co., Ltd. (SEHK:2799): Estimate: 8% (2025)

Top competitors and their market share:

1. China Huarong Asset Management Co., Ltd.: 12%
2. China Cinda Asset Management Co., Ltd.: 11%
3. China Great Wall Asset Management Co., Ltd.: 9%
4. China Orient Asset Management Co., Ltd.: 8%
5. China CITIC Financial Asset Management Co., Ltd.: 8%
6. Ping An Asset Management Co., Ltd.: 7%
7. Industrial and Commercial Bank of China Asset Management Co., Ltd.: 6%
8. Bank of China Asset Management Co., Ltd.: 5%
9. Agricultural Bank of China Asset Management Co., Ltd.: 4%
10. China Construction Bank Asset Management Co., Ltd.: 4%

China CITIC Financial Asset Management Co., Ltd. holds a moderate market share of approximately 8%, placing it fifth among the largest companies in this sector. Its market share is comparable to that of China Orient Asset Management Co., Ltd., but lags behind market leaders China Huarong and China Cinda.

The moat of China CITIC is limited as competition in the industry is intense, with many companies offering similar services. The main advantage of China CITIC could lie in its strong connection to CITIC Group, one of the largest state-owned investment companies in China. This potentially provides access to a broad network and financial resources.

Compared to competitors like China Huarong and China Cinda, which have larger market shares and potentially stronger strategic partnerships, the moat of China CITIC is less pronounced. These companies may have a stronger competitive advantage due to their size and established market positioning.

Revenue Growth: 8% (estimated 2024)
Profit Growth: 6% (estimated 2024)
Return on Equity: 10% (estimated 2024)

China CITIC Financial Asset Management Co., Ltd. shows solid revenue and profit growth, indicating a stable business development. The 10% return on equity is an indicator of efficient capital utilization, which can be attractive to investors.

The company benefits from its strong market position in China and its ability to profit from the country's economic development. Diversification of business fields and strategic focus on high-growth sectors could further support future growth.

However, investors should also consider the macroeconomic risks and regulatory challenges in China that could impact business operations. A detailed analysis of the long-term strategy and risk factors is recommended before making an investment decision.

Dividend Yield: 4.2% (2025, estimated)
Dividend History: Stable over the last 5 years

China CITIC Financial Asset Management Co., Ltd. has regularly distributed dividends in recent years. The dividend yield is estimated to be around 4.2% for 2025, which is considered attractive compared to other companies in the industry.

The stability of dividends over the past five years suggests that the company follows a reliable payout policy. This could indicate a solid financial foundation and a strategic focus aimed at sustainable returns.