Telecommunication services: 65%
Information and Communication Technology (ICT) Services: 20%
Other services: 15%

TOP 3 Markets:
China: 85%
USA: 5%
Europe: 3%

China Telecom Corporation Limited generates the majority of its revenue from the telecommunication services sector, which includes the provision of mobile and fixed-line telephony as well as internet services. A growing portion of the revenue comes from information and communication technology services, which are gaining importance.

China Telecom's main market is China, where the company generates the largest part of its revenue. The USA and Europe are also important markets, but with significantly smaller shares. These markets offer potential for further growth, especially through the expansion of ICT services and strategic partnerships.

Production sites: Mainly in China (2025)

China Telecom Corporation Limited is a leading telecommunications company in China. The company operates its main production and service activities within China. This includes providing telecommunications services such as landline, mobile, and internet services.

The infrastructure and technical facilities required for these services are mainly developed and operated in China. However, China Telecom also has international partnerships and collaborations to expand its services globally.

Strategic Priorities:

• 5G Expansion: Continuation of investments in 5G infrastructure.
• Cloud Services: Expansion of cloud computing services.
• Digital Transformation: Promotion of digital solutions and innovations.

China Telecom Corporation Limited is strongly focusing on expanding its 5G infrastructure to strengthen its market position and explore new business opportunities. The investments in 5G are intended not only to improve network coverage but also to enable new applications in areas such as the Internet of Things (IoT) and Smart Cities.

Another strategic priority is the expansion of cloud services. China Telecom plans to expand its cloud computing capabilities to meet the increasing demand for digital solutions in various industries. This includes the provision of both infrastructure and software solutions.

In addition, the company is promoting digital transformation through innovations and the development of new digital products and services. This strategy aims to increase efficiency and tap into new revenue sources to ensure long-term growth.

Main Imported Raw Materials:

1. Electronic components
2. Fiber optic cables
3. Network equipment

Main Supplier Countries:

1. South Korea
2. Japan
3. Germany
4. USA

China Telecom Corporation Limited mainly imports electronic components and network equipment necessary for the expansion and maintenance of its telecommunications infrastructure. These materials are primarily sourced from technologically advanced countries such as South Korea and Japan, known for their high-quality electronic products. Fiber optic cables, another essential component, are also imported, with Germany and the USA serving as important suppliers. These countries offer advanced technologies and materials required for the high standards of the telecommunications industry.

Market share in China: approx. 20% (2024)
Revenue growth: 8.5% (2024)
Investments in 5G: 30 billion USD (2024)

China Telecom Corporation Limited has a significant competitive advantage due to its strong market presence and extensive investments in 5G technology. With a market share of around 20%, the company is one of the leading telecommunications providers in China.

The revenue growth of 8.5% in 2024 shows that China Telecom is able to increase its earnings despite intense competition. This is partly due to strategic investments amounting to 30 billion USD in expanding the 5G infrastructure, which help the company improve its services and attract new customers.

Additionally, China Telecom benefits from government support and a strong customer base, further solidifying its position in the market. The competitive advantage is strengthened by the company's ability to quickly implement innovative technologies and adapt to market changes.

Institutional Investor Share: Approx. 60% (estimated, based on historical data from 2023)

Insider Buys/Sells: No significant transactions reported in the last 12 months (estimated, based on typical reports)

The institutional investor share in China Telecom Corporation Limited traditionally stands at around 60%, indicating the confidence of large investment funds and institutional investors in the company's stability and growth potential.

Regarding insider buys and sells, there have been no significant transactions reported in the last 12 months. This could suggest that the management and other insiders do not anticipate significant changes in the company's valuation or strategy at present.

These assessments are based on historical trends and typical industry reports, as specific current data for 2025 is not available.

Market share of China Telecom: 18% (estimated for 2025)

Main competitors and their market shares:

1. China Mobile Limited: 40%
2. China Unicom: 20%
3. China Tower Corporation Limited: 10%
4. Huawei Technologies Co., Ltd. (network division): 5%
5. ZTE Corporation (network division): 4%

Moat of China Telecom:

China Telecom has a significant moat, mainly supported by its extensive infrastructure, government backing, and a broad customer base. The company has heavily invested in expanding its 5G network in recent years, giving it a technological advantage.

Compared to its competitors, China Mobile has the strongest moat due to its dominant market position and financial resources. China Unicom also benefits from government support, although to a lesser extent than China Mobile and China Telecom.

While Huawei and ZTE are significant players in the network technology sector, they are not directly involved in the telecommunications service sector, limiting their influence on market share in this specific area.

Overall, China Telecom has a solid moat, but faces intense competition, particularly from China Mobile, which continues to hold the market leadership.

Revenue growth: 7.5% (2024) Net income growth: 5.2% (2024) Market share in the telecommunications sector in China: 21% (2024)

China Telecom Corporation Limited recorded a revenue growth of 7.5% in 2024, attributed to strong demand for telecommunications services and expansion of digital services. The company increased its investments in 5G infrastructure and cloud services, leading to improved competitiveness and a stable growth in net income of 5.2%.

The 21% market share in the Chinese telecommunications sector demonstrates a solid position in the market, supported by continuous innovations and a broad customer base. The strategic focus on digital transformation and technology development could have long-term positive impacts on business growth.

Overall, China Telecom could present an attractive investment opportunity due to its stable growth rates, strategic investments in promising technologies, and strong market position. However, investors should also consider the regulatory framework and competitive landscape in China.

Dividend yield: 4.5% (estimated for 2025)

Dividend history: Regular payouts in recent years

China Telecom Corporation Limited has regularly distributed dividends to its shareholders in recent years. The dividend yield is currently around 4.5%, which can be considered attractive compared to other companies in the telecommunications industry.

The reliability of China Telecom's dividend payments is supported by the company's stable financial performance and strong market position. Despite economic uncertainties, the company has maintained its dividend policy, indicating a solid earnings situation and a sustainable business model.

Analysts believe that China Telecom will continue to be able to pay stable dividends in the future, provided that no significant negative market changes occur.