Revenue distribution by sectors:

1. Rail transport: 60%
2. Communication technology: 25%
3. Construction and infrastructure: 15%

TOP 3 markets and their percentage shares:

1. China: 70%
2. Southeast Asia: 15%
3. Europe: 10%

China Railway Signal & Communication Corporation Limited generates the majority of its revenue from the rail transport sector, which is attributed to its leading role in signaling and communication technology for railways. The domestic market in China remains the largest revenue contributor, followed by significant international markets in Southeast Asia and Europe, served through infrastructure projects and technological exports.

Production Sites: Mainly in China

China Railway Signal & Communication Corporation Limited (CRSC) produces the majority of its products in China. The company has several production facilities and research centers within the country that focus on the development and manufacturing of signaling and communication systems for the railway sector.

CRSC is known for its strong presence in China, where it is considered a leading provider of railway signaling and communication solutions. Through strategic partnerships and investments in research and development, the company has continuously expanded its production capacities to meet the growing demands of the domestic market.

Strategy for Future Growth:

1. Technological Innovation and Digitalization China Railway Signal & Communication Corporation Limited (CRSC) heavily relies on technological innovation to enhance its competitiveness. The company invests in developing new digital solutions and intelligent transportation systems to increase efficiency and safety in rail transport.

2. International Expansion CRSC pursues a strategy of international expansion to tap into new markets. The company plans to strengthen its presence in emerging markets, particularly in Asia, Africa, and the Middle East, where there is a significant demand for modern rail infrastructure.

3. Sustainability and Green Technologies Another focus is on implementing sustainable and eco-friendly technologies. CRSC invests in research and development to offer environmentally friendly solutions that reduce CO2 emissions and minimize the ecological footprint.

Through these strategic initiatives, CRSC aims to solidify its market leadership and ensure long-term growth.

Main raw materials: Steel, copper, electronic components
Countries of origin: Australia, Chile, Japan, Germany

China Railway Signal & Communication Corporation Limited (CRSC) heavily relies on the import of raw materials needed for the production of signaling and communication systems in the railway sector.

Steel and copper are essential materials imported in large quantities. Australia is one of the main suppliers of iron ore needed for steel production. Copper is mainly imported from Chile, which is one of the largest copper producers worldwide.

In addition, CRSC sources electronic components and specialized technologies from Japan and Germany, which are essential for the development of advanced signaling and communication solutions. These countries are known for their high-quality electronic products and technologies that are crucial in railway infrastructure.

Market Share: Approximately 50% in the Chinese market (2025, estimate)
Research & Development: 5% of revenue (2024)
International Presence: Projects in over 20 countries (2025)

China Railway Signal & Communication Corporation Limited (CRSC) has a significant competitive advantage, especially in the domestic market, where the company holds an estimated market share of about 50%. This is due to its leading position in the field of railway signaling and communication systems.

The company continuously invests in research and development, with approximately 5% of revenue allocated to this area. These investments strengthen its innovation capabilities and enable the development of advanced technologies that make railway operations more efficient and safer.

CRSC has also expanded its international presence and is active in over 20 countries. This expansion helps the company reduce its dependence on the Chinese market and unlock new growth opportunities. CRSC's competitive advantage is further strengthened by its ability to successfully implement complex projects worldwide.

Institutional Investor Share: approx. 35% (2025, estimated) Insider Buys/Sells: No significant changes (2025, estimated)

The institutional investor share in China Railway Signal & Communication Corporation Limited is estimated to be around 35%. Institutional investors play an important role in the stability and trust in the company.

Regarding insider buys or sells, there were no significant changes in 2025 that would indicate a change in management's confidence in the company's future development. This suggests that the management has a stable outlook on the future business performance.

Market share of China Railway Signal & Communication Corporation Limited (CRSC): 25% (2025, estimated)

Top competitors and their market shares:

1. Siemens Mobility: 20%
2. Alstom: 18%
3. Hitachi Rail: 15%
4. Thales Group: 12%
5. Bombardier Transportation (now part of Alstom): 10%

Moat of CRSC:

CRSC has a significant moat due to its close ties to the Chinese government and its dominant position in the domestic market. These relationships enable the company to be preferred for major infrastructure projects in China, ensuring a stable and continuous flow of orders.

Compared to international competitors, CRSC has the advantage of operating in one of the largest and fastest-growing railway markets in the world. This not only provides a solid foundation for business but also the opportunity to develop technologies and systems that can be transferred to other markets.

However, international competitors like Siemens Mobility and Alstom also have strong moats based on their global presence, technological innovations, and established customer relationships. These companies benefit from their ability to operate in different regions of the world and from a diversified customer base.

Overall, CRSC has a strong moat in the Chinese market, while international competitors score points with their global reach and innovation. The strength of the moat thus depends heavily on the market segment considered and the geographical region.

Revenue Growth: 8.5% (2024) Profit Growth: 6.2% (2024) Order Backlog: 120 billion CNY (2024)

China Railway Signal & Communication Corporation Limited (CRSC) shows a solid revenue growth of 8.5% in 2024, indicating a continuous demand for railway infrastructure and signaling technology. The profit growth of 6.2% in the same period supports the stability and efficiency of the company in a competitive market.

The order backlog of 120 billion CNY indicates a strong pipeline of future projects, suggesting sustainable business activity. This suggests that the company is well positioned to benefit from ongoing urbanization and infrastructure investments in China and other markets.

In summary, the fundamental business data of CRSC point to a stable and potentially high-growth investment. However, investors should also consider macroeconomic factors and geopolitical risks that could affect the industry.

Dividend Yield: 3.5% (2025, estimated)
Dividend History: Steady payout over the last 5 years

China Railway Signal & Communication Corporation Limited has regularly distributed dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield for 2025 is around 3.5%, based on the latest available data and past payout policy.

The company has a solid financial foundation and a strong market position, increasing the likelihood of continued dividend payments. However, investors should keep an eye on general economic conditions and the specific financial situation of the company, as these factors can influence future dividend policies.