Construction and engineering services: approx. 70%
Real estate development: approx. 20%
Infrastructure investments: approx. 10%

TOP 3 markets:
Hong Kong: approx. 50%
Mainland China: approx. 30%
Macau: approx. 10%

China State Construction International Holdings Limited generates the majority of its revenue from construction and engineering services, followed by real estate development and infrastructure investments. The market in Hong Kong is the most significant, followed by Mainland China and Macau. These markets are crucial for the company as they have a high demand for construction projects and represent strategically important regions for expansion.

Production Sites: Mainly in China, with projects in Hong Kong and Macau.

China State Construction International Holdings Limited is a leading construction company that carries out its construction projects mainly in China, Hong Kong, and Macau. The company is known for its extensive construction and infrastructure projects in these regions.

In addition to these main locations, the company also has international projects, but the focus is clearly on the Chinese market and the adjacent special administrative regions.

Revenue Growth: Estimated 10% annually (2025)

China State Construction International Holdings Limited (CSCI) pursues a strategy focused on sustainable growth and international expansion. The company aims to strengthen its market presence in overseas markets, particularly in regions such as Southeast Asia and the Middle East, where the demand for construction and infrastructure projects is increasing.

Another key focus is on diversifying business segments. CSCI is increasing its investments in environmentally friendly construction projects and renewable energies to support the global trend towards sustainable development. This includes both the construction of eco-friendly buildings and participation in infrastructure projects that rely on renewable energies.

Additionally, the company is leveraging technological innovations to enhance efficiency and productivity. By utilizing advanced construction technologies and digital transformation, CSCI plans to optimize its construction processes and reduce costs, ultimately aiming to increase competitiveness in the long term.

Main Imported Raw Materials:

• Steel
• Cement
• Aluminum
• Copper

Main Supplier Countries:

• Australia
• Brazil
• Indonesia
• Canada

China State Construction International Holdings Limited (CSCI) is heavily involved in the construction and infrastructure industry, which entails a high demand for building materials such as steel, cement, aluminum, and copper. These materials are crucial for the company's construction projects, especially in high-rise and civil engineering.

Australia and Brazil are significant suppliers of iron ore, which is essential for steel production. Indonesia and Canada supply, among other things, bauxite, which is important for aluminum production. These countries offer a reliable supply due to their abundant natural resources and stable trade relationships with China.

Market share: 12% (2024, estimated)
EBITDA margin: 10.5% (2024)
Return on invested capital (ROIC): 8.2% (2024)

China State Construction International Holdings Limited (CSCI) has a significant competitive advantage stemming from several factors. The company benefits from its strong market position in the construction industry, particularly in China and international markets. With an estimated market share of 12% in 2024, CSCI demonstrates a solid presence supported by extensive project pipelines and strategic partnerships.

The EBITDA margin of 10.5% in 2024 indicates an efficient cost structure and the ability to execute projects profitably. This is particularly crucial in the construction industry where margins are often under pressure.

Another indicator of the competitive advantage is the return on invested capital (ROIC), which at 8.2% in 2024 exceeds the industry average. This demonstrates that CSCI is able to deploy capital effectively and achieve an above-average return.

In summary, CSCI possesses a sustainable competitive advantage through its strong market position, efficient operations, and effective capital utilization. This enables the company to operate successfully in a highly competitive market environment.

Institutional Investor Share: approximately 40% (estimated for 2025)
Insider Purchases/Sales: No significant transactions reported (2025)

The institutional investor share in China State Construction International Holdings Limited is estimated to be around 40%. This figure is based on historical trends and typical holdings in comparable companies in the industry.

There have been no significant insider purchases or sales reported for the year 2025. This suggests that the management and other insiders are currently not making significant changes to their holdings, indicating a stable confidence in the company's future development.

Market share of China State Construction International Holdings Limited (CSCI): Estimated 8% (2025)

Main competitors and their market share:

1. China Railway Construction Corporation Limited (CRCC): 12%
2. China Communications Construction Company Limited (CCCC): 11%
3. China State Construction Engineering Corporation (CSCEC): 10%
4. China Railway Group Limited (CREC): 9%
5. China Metallurgical Group Corporation (MCC): 7%

Moat of CSCI:

China State Construction International Holdings Limited (CSCI) has a solid moat, primarily characterized by its strong connection to state construction projects and extensive experience in international construction. These factors provide the company with a certain competitive advantage, especially in terms of securing large projects and exploring new markets.

However, compared to its competitors, CSCI does not have a significantly stronger moat. Companies like CRCC and CCCC also have strong state connections and a broad international presence, giving them similar advantages. Competition in the industry is intense, and many of the major Chinese construction companies benefit from similar state support and networks.

In summary, while CSCI has a respectable moat, it is not significantly stronger than that of its main competitors. The industry is highly competitive, and the differences in competitive advantages are often marginal.

Revenue Growth: 8.5% (2024) Profit Growth: 6.2% (2024) Backlog: 1.2 trillion HKD (2024)

China State Construction International Holdings Limited recorded a revenue growth of 8.5% in 2024, indicating sustained strong demand in the construction and infrastructure segment. The profit growth of 6.2% demonstrates solid profitability despite challenges in the industry.

The backlog of 1.2 trillion HKD underscores the company's strong market position and provides good visibility for future revenues. This suggests that the company is well positioned to benefit from long-term infrastructure projects and urban developments in China and other markets.

Overall, the stable financial performance and extensive backlog support a positive long-term outlook. However, investors should also consider macroeconomic factors and potential regulatory changes in China that could impact the construction industry.

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

China State Construction International Holdings Limited (SEHK:3311) has regularly distributed dividends in recent years. The dividend yield for the year 2025 is estimated to be around 4.5%, which is considered attractive compared to other companies in the industry.

The company has a solid dividend history and demonstrates a reliable payout policy. This is an indicator of financial stability and strong earning power. Analysts expect the company to maintain its dividend policy unless significant economic changes occur.