Industry Revenue Breakdown:

• Aviation technology and services: approx. 70%
• Travel services: approx. 20%
• Other IT services: approx. 10%

TOP 3 Markets:

• China: approx. 60%
• Asia (excluding China): approx. 25%
• Europe: approx. 10%

TravelSky Technology Limited generates the majority of its revenue from providing IT solutions and services to the aviation industry. The main market is China, which is not surprising as the company is headquartered there and the Chinese aviation industry is one of the largest and fastest-growing in the world.

The Asian market outside of China is also significant, as many Asian airlines and travel companies rely on TravelSky's technology. Europe represents a smaller but still important market as TravelSky expands its international presence.

Production Sites: Mainly in China

TravelSky Technology Limited is a Chinese company that specializes in providing IT solutions for the aviation industry. Most of its products and services are developed and produced in China, as the company is headquartered in Beijing and closely connected to the Chinese aviation industry.

The company benefits from its strategic location in China, one of the largest aviation markets in the world, and leverages local resources and talents for the development of its technologies.

Revenue Growth: 8.5% (2024) Profit Growth: 7.2% (2024)

TravelSky Technology Limited pursues a growth strategy that heavily focuses on technological innovations and expanding its services. The company invests significantly in developing new software solutions to enhance the efficiency of airlines and airports. This notably includes the implementation of cloud-based systems and utilizing big data to optimize operational processes.

Another strategic focus is on international expansion. TravelSky plans to strengthen its presence in Asian and European markets to benefit from the growing demand for air travel services in these regions. Partnerships with international airlines and airports are essential components of this expansion strategy.

Additionally, the company is committed to sustainable technologies to reduce the aviation industry's ecological footprint. This involves developing solutions to improve energy efficiency and reduce emissions, aligning with global environmental goals.

Commodities/Materials: Software, hardware components
Main importing countries: USA, Japan, South Korea

TravelSky Technology Limited, as a leading provider of IT solutions for the aviation industry in China, mainly imports software and hardware components. These materials are essential for the development and maintenance of their IT systems and services that they offer to airlines and airports.

The USA is a significant supplier of software solutions and specialized hardware components needed for TravelSky's IT infrastructure. Japan and South Korea are also important partners, especially for electronic components and advanced technologies that are integrated into TravelSky's IT systems.

These imports are crucial to ensure the high quality and reliability of TravelSky's services, as they are based on state-of-the-art technology developed in these countries.

Market Share in China: Over 50% (2023)

Technological Innovation: Leading in the development of IT solutions for the aviation industry

TravelSky Technology Limited holds a significant competitive advantage due to its dominant market position in the aviation IT solutions sector in China. With a market share of over 50% in 2023, the company is the leading provider in this sector.

TravelSky's strong position is supported by its continuous investments in technological innovations and its ability to develop customized solutions for airlines and airports. This enables the company to differentiate itself from competitors and maintain long-term customer relationships.

Additionally, TravelSky benefits from the support of the Chinese government, further strengthening its position in the domestic market. The combination of market leadership, technological excellence, and strategic partnerships gives the company a sustainable competitive edge.

Institutional Investor Share: 45% (2025, estimated)

Insider Trades: No significant transactions reported (2025, estimated)

TravelSky Technology Limited has a relatively high institutional investor share, indicating the trust of institutional investors in the company's long-term stability and growth potential.

In 2025, no significant insider transactions were reported, suggesting that the management and other insiders are currently not making any significant changes to their holdings. This could indicate a stable internal assessment of the company's development.

Market share of TravelSky Technology Limited: Estimated 25% (2025)

Main competitors and their market shares:

1. Amadeus IT Group: 30%
2. Sabre Corporation: 20%
3. Travelport Worldwide Limited: 15%
4. SITA: 5%
5. Indra Sistemas: 5%

TravelSky Technology Limited is a significant player in the travel and flight booking technology sector, especially in the Asian market. The market share of approximately 25% demonstrates a strong presence, particularly in China, where the company benefits from state partnerships and a dominant position in the domestic market.

TravelSky's moat mainly consists of its close connections to Chinese airlines and airports, ensuring a stable and difficult-to-attack market share in China. This strategic positioning provides a significant advantage over international competitors who struggle to penetrate the Chinese market.

In comparison, Amadeus and Sabre have a stronger international moat based on their global presence and technological innovation. These companies benefit from a broader customer base and advanced technology, giving them an edge in international markets.

In summary, TravelSky possesses a significant moat in the Chinese market, while its international competitors excel through their global reach and technological leadership.

Revenue Growth: 8.2% (2024) Profit Growth: 5.9% (2024) Market Share in China: approximately 70% (2024)

TravelSky Technology Limited recorded a revenue growth of 8.2% in 2024, attributed to the recovery of travel traffic post-pandemic and increased utilization of digital booking systems. Profit growth stood at 5.9%, driven by efficient cost controls and heightened demand for their services.

The company holds a dominant market share of around 70% in China, highlighting its strong market position and ability to benefit from the recovery of travel traffic. Continuous investments in technology and infrastructure suggest that TravelSky is well positioned to support future growth.

Given these factors, TravelSky Technology Limited could present an attractive investment opportunity, especially for investors interested in the long-term recovery and growth of the travel and technology market in China.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Continuous payout over the last 5 years

TravelSky Technology Limited has been paying out a consistent dividend in recent years. The dividend yield for 2025 is estimated to be around 2.5%, based on the latest available financial data and payouts.

The company has a solid dividend history, indicating a reliable payout policy. This stability is supported by TravelSky's strong market position in the aviation technology sector and continuous revenue from long-term contracts.

Analysts expect TravelSky to maintain its dividend policy as long as the company can sustain its financial stability and growth prospects.