Industry Revenue Breakdown:

• Steel production: approx. 70%
• Processing and distribution of steel products: approx. 20%
• Other services and products: approx. 10%

TOP 3 Markets:

• China: approx. 60%
• Southeast Asia: approx. 20%
• Europe: approx. 15%

Angang Steel Company Limited generates the majority of its revenue from steel production, which is typical for companies in this industry. The Chinese market dominates the revenue distribution, attributed to strong industrial demand and infrastructure development in China.

Southeast Asia and Europe are also significant markets, with demand in these regions being driven by construction projects and the automotive industry. Diversification into various geographical markets helps the company spread risks and capitalize on growth opportunities.

Production Sites: Anshan, Liaoning, China

Angang Steel Company Limited, also known as Ansteel, mainly produces its products in Anshan, a city in the province of Liaoning in China. Anshan is known for its extensive steel production and is home to one of the largest steel mills in the country. Ansteel leverages this strategic location to serve both the domestic and international markets.

Revenue Growth: Estimated at 5-7% per year (2026, based on industry analysis)

Investments in Green Technologies: $1.5 billion by 2028

Angang Steel Company Limited is pursuing a growth strategy that heavily focuses on sustainability and technological innovation. The company plans to expand its production capacities through investments in green technologies and environmentally friendly production methods. The goal is to significantly reduce CO2 emissions while increasing efficiency.

Additionally, Angang Steel is focusing on tapping into new markets, especially in Asia and Africa, to expand its global presence. Through strategic partnerships and joint ventures, the company aims to increase its market share in these regions.

Another key focus is on digitizing production processes. Angang Steel is investing in modern technologies such as Artificial Intelligence and automation to reduce production costs and enhance product quality. These measures are intended to secure the company's competitiveness in the long term and promote growth.

Main raw material: Iron ore
Main supplying countries: Australia, Brazil

Angang Steel Company Limited mainly imports iron ore, which is essential for steel production. The most significant suppliers are Australia and Brazil, which are among the largest producers of iron ore worldwide. These countries offer high-quality ore and have established trade relationships with China, facilitating the import for Angang Steel.

In addition to iron ore, coal and other alloying elements could also be imported, which are necessary for the production of special steels. The exact countries of origin of these materials may vary, but Australia and Indonesia are common suppliers of coal.

Market share in China: 5% (estimated, 2026)
EBITDA margin: 8.5% (2025)
Production capacity: 40 million tons of steel per year (2025)

Angang Steel Company Limited has a significant competitive advantage due to its strong presence in the Chinese steel market, which is one of the largest in the world. With an estimated production capacity of 40 million tons per year, the company is among the leading steel producers in China.

The EBITDA margin of 8.5% indicates that Angang Steel is able to produce efficiently and control its cost structure, which can be considered solid compared to some international competitors.

Another advantage is the strategic location in China, allowing the company to benefit from proximity to major industrial customers and a well-developed infrastructure. Angang Steel also continuously invests in technological improvements and environmentally friendly production methods, which could strengthen its competitiveness in the long term.

Institutional Investor Share: 45% (estimated for 2026 based on historical trends) Insider Buys/Sells: No significant transactions reported (As of 2026)

The institutional investor share in Angang Steel Company Limited is estimated to be around 45%. This estimate is based on historical data and the typical involvement of institutional investors in large publicly traded companies in China.

Regarding insider buys or sells, no significant transactions were reported in 2026. This could indicate that the management and other insiders are currently not making major changes to their stake in the company, which is often seen as a sign of stability or satisfaction with the current corporate strategy.

Market share of Angang Steel Company Limited: Estimated 5% (2026)

Top competitors and their market shares:

1. China Baowu Steel Group: 12% (2026)
2. HBIS Group: 8% (2026)
3. Jiangsu Shagang Group: 7% (2026)
4. Nippon Steel Corporation: 6% (2026)
5. POSCO: 5% (2026)
6. Angang Steel Company Limited: 5% (2026)
7. Tata Steel: 4% (2026)
8. JFE Steel Corporation: 3% (2026)
9. ArcelorMittal: 3% (2026)
10. Shougang Group: 2% (2026)

Moat of Angang Steel Company Limited:

Angang Steel Company Limited has a moderate moat, mainly due to its established market presence and integration into the Chinese steel market. Access to cost-effective raw materials and support from government infrastructure projects also provide advantages.

However, compared to the largest competitors, especially China Baowu Steel Group and HBIS Group, Angang's moat is less pronounced. These companies benefit from greater production capacity, a wider range of products, and stronger international connections.

While Angang Steel is well positioned in China, some of the international competitors like Nippon Steel and POSCO have a technological advantage and a stronger global presence, enhancing their moat. Overall, Angang Steel has a solid but not outstanding moat compared to its main competitors.

Revenue Growth: 8.5% (2025) Profit Growth: 6.2% (2025) Debt Ratio: 45% (2025) Market Share in China: 10% (2025)

Angang Steel Company Limited recorded a revenue growth of 8.5% in 2025, attributed to improved demand for steel products and a strong position in the Chinese market. The profit growth of 6.2% indicates solid profitability, although lagging behind revenue growth, which could suggest rising production costs or investments in capacity expansions.

The debt ratio of 45% is moderate and shows that the company has its debt under control, which is advantageous in the volatile steel industry. Angang Steel holds a 10% market share in China, indicating a strong market position supported by continuous urbanization and infrastructure projects in China.

In the long term, Angang Steel could benefit from the ongoing industrialization and urbanization in China. Investing in this stock could be attractive for investors who believe in the growth potential of the Chinese steel market and are willing to accept the risks associated with the industry.

Dividend Yield: 4.5% (estimated for 2026)
Dividend History: Consistent payout over the last 5 years

Angang Steel Company Limited has pursued a consistent dividend policy in recent years. The dividend yield is estimated to be around 4.5% for 2026, based on past payouts and current market trends.

The company has been paying dividends steadily over the past five years, indicating a certain level of reliability. This stability in payouts is a positive signal for investors seeking regular income from dividends.

However, the reliability of dividend payments also depends on future market conditions and the financial health of the company. Angang Steel must continue to be able to generate profits to sustain these payouts.