Industry Revenues:

• Logistics services: approx. 70%
• Freight services: approx. 20%
• Warehousing and terminal services: approx. 10%

TOP 3 Markets:

• China: approx. 60%
• Europe: approx. 20%
• North America: approx. 10%

Sinotrans Limited generates the majority of its revenues from logistics services, which account for about 70% of the total revenue. This includes comprehensive transport solutions tailored to the specific needs of customers. Freight services and warehousing also contribute significantly to the revenue.

The largest market for Sinotrans is China, which is not surprising given that the company is headquartered there and the Chinese market plays a central role in global logistics. Europe and North America follow as important markets, together accounting for about 30% of the revenue. These markets are crucial for Sinotrans' international expansion and growth.

Production Sites: Mainly in China

Sinotrans Limited is a leading logistics company in China, focusing on services such as freight transport, storage, and logistics solutions. The company does not produce physical products itself, but offers logistic services. Therefore, Sinotrans' main activities and operational centers are located in China, where it maintains an extensive network of logistics centers and transport connections.

Revenue Growth: Estimated 8-10% annually (2025 estimate)
Investments in Technology: $200 million USD (2024)

Sinotrans Limited is pursuing a growth strategy that heavily focuses on digitization and technological innovation. The company is investing significantly in the development of digital platforms and automated logistics solutions to increase efficiency and enhance customer experience.

Another key focus is on international expansion, particularly in emerging markets. Sinotrans plans to expand its presence in Southeast Asia and Africa to capitalize on growth opportunities in those regions.

In addition, Sinotrans is leveraging strategic partnerships and joint ventures to expand its global reach and tap into new market segments. This strategy is intended to strengthen the company's market position and achieve long-term profitable growth.

Main Imported Raw Materials/Products: Electronics, Machinery, Textiles

Main Supplier Countries: USA, Germany, Japan

Sinotrans Limited, as one of the leading logistics companies in China, is heavily involved in the import and export of various raw materials and products. The main imported goods include electronics, machinery, and textiles. These materials are crucial for the Chinese industry and consumer sector.

The USA, Germany, and Japan are the main supplier countries for these raw materials. These countries are known for their high-quality technological products and machinery, which are in high demand in China. Sinotrans plays a significant role in the logistics and distribution of these goods within China, contributing to the efficiency of the supply chains.

Market share in China: 15% (estimated 2025)
EBITDA margin: 8.5% (2024)
Return on Equity (ROE): 10.2% (2024)

Sinotrans Limited has a significant competitive advantage due to its strong market presence in China, where it holds an estimated market share of 15%. This is supported by a comprehensive network of logistics services and strategic partnerships.

The EBITDA margin of 8.5% indicates that the company operates efficiently and is able to manage its cost structure well. A return on equity of 10.2% suggests that Sinotrans effectively maximizes its return on equity, indicating solid capital utilization.

Additionally, Sinotrans benefits from the growing demand for logistics solutions in Asia, particularly due to the rise of e-commerce. The ability to adapt to market changes and offer innovative solutions further strengthens the company's competitive advantage.

Institutional Investor Share: Approx. 60% (2025, estimated)
Insider Buys/Sells: No significant transactions in the last 12 months (2025, estimated)

The institutional investor share in Sinotrans Limited is estimated to be around 60%. This demonstrates the confidence of large institutional investors in the company's long-term prospects.

Regarding insider transactions, there have been no significant buys or sells in the past year, which could indicate a stable assessment of the company's value by management and other insiders. This stability can be seen as a positive signal for market participants.

Market share of Sinotrans Limited: Estimate 5-7% (2025)

Top competitors and their market shares:

1. China COSCO Shipping Corporation: Estimate 15-18%
2. Kuehne + Nagel International AG: Estimate 10-12%
3. DHL Global Forwarding: Estimate 8-10%
4. DB Schenker: Estimate 7-9%
5. Nippon Express: Estimate 6-8%
6. Sinotrans Limited: Estimate 5-7%
7. Expeditors International: Estimate 4-6%
8. DSV Panalpina: Estimate 4-6%
9. CEVA Logistics: Estimate 3-5%
10. Agility Logistics: Estimate 2-4%

Economic moat of Sinotrans Limited:

Sinotrans Limited has a moderate economic moat, mainly due to its strong presence in the Chinese market and its integration into the China Merchants Group. This connection provides strategic advantages in terms of infrastructure access and network efficiency within China, giving it a certain competitive edge.

However, compared to major competitors like China COSCO Shipping and Kuehne + Nagel, Sinotrans' economic moat is less pronounced. These companies benefit from a more global presence and a more diversified service offering, giving them a stronger competitive advantage on an international scale.

Overall, Sinotrans Limited has a solid but not outstanding economic moat compared to its larger, global competitors. This competitive advantage could be strengthened through further international expansion and technological innovations.

Revenue Growth: 8.2% (2024)
Profit Growth: 6.5% (2024)
Return on Equity: 10.4% (2024)

Sinotrans Limited recorded solid revenue growth of 8.2% in 2024, attributed to strong demand for logistics services and effective expansion into new markets. The 6.5% profit growth indicates the company's ability to efficiently manage costs and increase profitability.

The 10.4% return on equity suggests that Sinotrans is effectively utilizing its resources to generate profits. This is a positive sign for investors seeking companies with solid capital returns.

In summary, Sinotrans Limited could be an attractive investment opportunity due to its stable growth and solid return on equity. The continuous expansion and strong market position in the logistics sector support this positive assessment.

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

Sinotrans Limited has regularly distributed dividends to its shareholders in recent years. The dividend yield is estimated to be 3.5% for the year 2025, based on the latest available data and the company's dividend policy.

The reliability of the payout can be considered high, as Sinotrans has a solid financial foundation and a consistent dividend history. The company has been paying dividends continuously over the past five years, indicating a stable earnings situation and a strategic focus on shareholder returns.