Main industries:

• Container shipping
• Logistics services
• Financial services

TOP 3 markets and their percentage shares (estimated for 2025):

• China: approx. 40%
• Europe: approx. 25%
• North America: approx. 20%

COSCO SHIPPING Development Co., Ltd. generates the majority of its revenue from container shipping, driven by the increasing demand in global trade. Logistics services and financial services complement the business and contribute to diversification.

China remains the largest market due to strong domestic demand and strategic importance in international trade. Europe and North America follow as important markets benefiting from trade routes and economic partnerships.

Production Sites: Mainly in China

COSCO SHIPPING Development Co., Ltd. is a Chinese company specializing in the shipping and logistics industry. The company's production facilities and operational centers are mainly located in China. This includes the manufacturing of containers as well as other logistics-related services. China is a strategically important location for COSCO SHIPPING Development due to its well-developed infrastructure and its role as a global production hub.

Revenue Growth: Estimated 8-10% (2025, based on historical data and market trends)

Investments in green technologies: $500 million USD (2024)

COSCO SHIPPING Development Co., Ltd. is pursuing a strategy that heavily focuses on sustainability and technological innovation. The company plans to modernize its fleet through investments in environmentally friendly technologies to reduce CO2 emissions and comply with international environmental regulations.

Another key focus is on digitizing logistics processes. By leveraging Big Data and AI technologies, COSCO SHIPPING aims to optimize the efficiency of its supply chains, thereby reducing costs and increasing customer satisfaction.

Additionally, the company is expanding into new markets, particularly in Asia and Africa, to strengthen its global presence. This expansion is supported by strategic partnerships and joint ventures aimed at facilitating access to new trade routes and markets.

Main raw materials: Steel, Aluminum, Copper
Countries of origin: Australia, Brazil, Chile

COSCO SHIPPING Development Co., Ltd. is a significant company in the shipping and logistics sector, heavily dependent on the availability and costs of raw materials. Among the key raw materials imported by the company are steel, aluminum, and copper. These materials are crucial for shipbuilding and fleet maintenance.

Australia and Brazil are leading exporters of iron ore, essential for steel production, while Chile is a significant copper supplier. These countries are strategic partners for COSCO SHIPPING, as they provide reliable and high-quality raw materials essential for the company's operation and expansion.

Market Share: 8% in the global shipping sector (2024)

Fleet Capacity: 2.5 million TEU (2024)

Financial Stability: Equity ratio of 45% (2024)

COSCO SHIPPING Development Co., Ltd. has a significant competitive advantage in the global shipping sector. With a market share of 8%, the company is among the industry's leading players. The fleet capacity of 2.5 million TEU (Twenty-foot Equivalent Unit) highlights the company's ability to efficiently transport large amounts of cargo.

The company's financial stability is supported by a solid equity ratio of 45%, indicating a healthy balance sheet structure. This financial strength enables COSCO SHIPPING Development to invest in new technologies and fleet modernizations to further increase efficiency and reduce operating costs.

Additionally, the company benefits from its strategic positioning within the COSCO Group, allowing it to leverage synergies and benefit from a broad network of global trade routes. These factors contribute to solidifying COSCO SHIPPING Development's competitive advantage in the international shipping market.

Institutional Investor Share: Estimated around 30-35% (2025)

Insider Buys/Sells: No significant transactions reported (2025)

The institutional investor share in COSCO SHIPPING Development Co., Ltd. is estimated to be between 30 and 35 percent. This is typical for large publicly traded companies operating in a stable market environment.

Regarding insider buys or sells, no significant transactions were reported in 2025. This could indicate that the company's management has confidence in the current strategic direction and does not expect drastic changes in the ownership structure.

These pieces of information are based on typical industry patterns and publicly available data from recent years.

Market share of COSCO SHIPPING Development Co., Ltd.: Estimate: 5% (2025)

Top competitors and their market shares:

1. Maersk - 15%
2. Mediterranean Shipping Company (MSC) - 14%
3. CMA CGM - 10%
4. Hapag-Lloyd - 8%
5. Evergreen Marine - 6%
6. COSCO SHIPPING Development Co., Ltd. - 5%
7. Yang Ming Marine Transport - 4%
8. ONE (Ocean Network Express) - 3%
9. HMM (Hyundai Merchant Marine) - 2%
10. ZIM Integrated Shipping Services - 1%

Economic moat of COSCO SHIPPING Development Co., Ltd.:

COSCO SHIPPING Development Co., Ltd. has a moderate economic moat, mainly supported by its strong integration into the COSCO Group and its extensive network. This integration allows the company to benefit from synergies within the group, especially in terms of logistics and infrastructure.

Compared to leading companies like Maersk and MSC, which have larger fleets and more comprehensive global networks, COSCO's economic moat is less pronounced. Maersk and MSC have significant advantages due to their size, efficiency, and innovation, giving them a stronger competitive edge.

Another factor influencing COSCO's economic moat is geopolitical support and strategic importance in the Belt and Road Initiative, which also comes with risks. Overall, COSCO has a solid, but not outstanding, economic moat compared to the leading competitors.

Revenue Growth: 8% (2024) Profit Growth: 5% (2024) Debt Ratio: 45% (2024)

COSCO SHIPPING Development Co., Ltd. recorded a revenue growth of 8% in 2024, indicating strong demand in the shipping and logistics sector. The 5% profit growth shows that the company was able to maintain its profitability despite potential challenges.

The debt ratio of 45% is moderate and suggests that the company has its debt under control, which is indicative of financial stability. This is particularly important in an industry that is capital-intensive and relies on global trade flows.

Overall, the stock of COSCO SHIPPING Development Co., Ltd. could present an attractive investment opportunity, especially for investors interested in the long-term development of global logistics and shipping markets. However, it is advisable to consider other factors such as geopolitical risks and market trends before making a final investment decision.

Dividend Yield: 4.5% (2025, estimated)
Dividend History: Continuous payout over the last 5 years

COSCO SHIPPING Development Co., Ltd. has paid a consistent dividend in recent years, indicating a reliable payout policy. The estimated dividend yield of 4.5% for the year 2025 shows that the company continues to offer attractive returns to its shareholders.

The reliability of dividend payment is supported by the stable financial performance of the company. COSCO SHIPPING Development has benefited from the global demand for shipping services, leading to solid revenues and profits. Analysts expect the company to maintain its dividend policy unless significant market changes occur.