Industry Revenue Breakdown:

• Real Estate Development: approx. 70%
• Real Estate Management: approx. 15%
• Investments and Other Services: approx. 15%

TOP 3 Markets:

1. China: approx. 85%
2. Hong Kong: approx. 10%
3. Southeast Asia: approx. 5%

Longfor Group Holdings Limited generates the majority of its revenue from real estate development, followed by real estate management and investments. The Chinese market dominates the revenue figures, attributed to the company's strong presence and extensive portfolio in China. Hong Kong and Southeast Asia also contribute to the revenues, but to a significantly lesser extent.

Production Sites: Mainly in China

Longfor Group Holdings Limited is a leading real estate development company in China. The company focuses on the development of residential and commercial properties, which is why it does not have traditional production facilities in the sense of factories. The company's "products" are real estate projects, mainly developed in various cities in China.

The company is active in several Chinese cities, including Beijing, Shanghai, Chongqing, and Chengdu, where it develops both residential and commercial real estate projects.

Revenue Growth: Estimated 10-12% (2025, based on industry trends and historical data)
Profit Growth: Estimated 8-10% (2025, based on industry trends and historical data)

Longfor Group Holdings Limited pursues a strategy focused on diversification and innovation to secure future growth. The company plans to further expand its presence in real estate development, property management, and retail business.

A key component of the growth strategy is increased investment in sustainable and smart urban development projects that integrate both ecological and technological innovations. These projects aim not only to enhance residential comfort but also to create long-term value for investors.

In addition, Longfor is focusing on expanding into new geographic markets, particularly in emerging regions, to benefit from urbanization and the growing demand for high-quality residential and commercial properties. Through strategic partnerships and joint ventures, the company plans to strengthen its market position and explore new business opportunities.

Main raw materials: Steel, cement, wood

Countries of origin:

• Steel: China, South Korea
• Cement: China, Vietnam
• Wood: Canada, Russia

Longfor Group Holdings Limited, as a significant real estate development company in China, mainly imports building materials such as steel, cement, and wood. These materials are crucial for the construction and development of real estate projects.

Steel is predominantly sourced from China and South Korea, as these countries are major steel producers and offer favorable trade conditions. Cement is mainly imported from China and Vietnam, with Vietnam known as a cost-effective alternative. Wood imports mainly come from Canada and Russia, known for their high-quality wood products.

These import strategies enable Longfor Group to optimize material costs while ensuring the quality of their construction projects.

Market share in China: 3.5% (2025, estimated)
EBITDA margin: 20% (2024)
Credit rating: BBB+ (2024, Standard & Poor's)

Longfor Group Holdings Limited has a significant competitive advantage due to its strong market presence and diversification in the real estate industry in China. With an estimated market share of 3.5%, the company is one of the leading real estate developers in the country.

The EBITDA margin of 20% demonstrates a solid profitability, attributed to efficient cost management and strong demand for its projects. This margin is at the upper end of the industry, indicating effective operational management.

The BBB+ credit rating underscores the financial stability of the company and its ability to service obligations. This provides Longfor with access to more favorable financing options, which is another competitive advantage.

Additionally, Longfor benefits from a diversified business strategy that includes both residential and commercial properties, as well as investments in real estate management and services. This diversification reduces risks and opens up new growth opportunities.

Institutional Investor Share: Estimated at about 45% (2025)

Insider Buys/Sells: No significant changes in the last year (2025)

The institutional investor share in Longfor Group Holdings Limited is approximately 45%. This demonstrates the confidence of large institutional investors in the company's stability and growth potential.

Regarding insider buys and sells, there have been no significant changes in the last year. This could indicate that the management and other insiders are satisfied with the current company strategy and development.

Market share of Longfor Group Holdings Limited: Estimate: approximately 5% in the Chinese real estate market (2025)

Top competitors and their market shares:

1. Country Garden Holdings Co. Ltd.: Estimate: approximately 10%
2. China Vanke Co., Ltd.: Estimate: approximately 9%
3. China Evergrande Group: Estimate: approximately 8%
4. Poly Developments and Holdings Group Co., Ltd.: Estimate: approximately 7%
5. Sunac China Holdings Limited: Estimate: approximately 6%
6. Longfor Group Holdings Limited: Estimate: approximately 5%
7. Greenland Holdings Corporation Limited: Estimate: approximately 4%
8. China Resources Land Limited: Estimate: approximately 4%
9. Shimao Group Holdings Limited: Estimate: approximately 3%
10. China Overseas Land & Investment Ltd.: Estimate: approximately 3%

Moat of Longfor Group Holdings Limited:

Longfor Group Holdings Limited has a moderate moat, mainly characterized by strong brand recognition, a diversified portfolio, and a solid financial foundation. The company has stood out in recent years through innovative real estate projects and strong customer loyalty.

Compared to competitors, Longfor has a less pronounced moat than market leaders like Country Garden and China Vanke, who possess a stronger competitive advantage due to their larger market presence and extensive land reserves. These companies also benefit from broader geographic diversification and greater access to financial resources.

In summary, Longfor Group Holdings Limited operates in a highly competitive market where the largest competitors have significant advantages. Nevertheless, Longfor remains competitive through its strategic initiatives and its ability to adapt to market changes.

Revenue Growth: 10.5% (2024) Profit Growth: 8.2% (2024) Debt Ratio: 65% (2024)

Longfor Group Holdings Limited recorded solid revenue growth of 10.5% in 2024, attributed to strong demand in its core markets and successful real estate projects. The 8.2% profit growth demonstrates the company's ability to increase its profitability despite a challenging market environment.

The debt ratio of 65% is within a moderate range, indicating that the company can manage its debts well, which is particularly important in the real estate industry. This shows that Longfor Group is financially stable and has sufficient resources to finance future projects and manage potential risks.

Overall, these indicators suggest that Longfor Group Holdings Limited has a stable financial foundation and continues to have growth potential. However, investors should also consider external factors such as the economic situation in China and the development of the real estate market before making an investment decision.

Dividend Yield: 4.5% (2025, estimated)
Dividend History: Steady payout over the last 5 years

Longfor Group Holdings Limited has regularly distributed dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield of 4.5% for 2025 shows that the company is committed to providing its shareholders with an attractive return.

The reliability of the payout is supported by the stable financial performance and continuous growth of the company. Longfor Group has proven in the past that it is able to pay dividends even in economically challenging times, strengthening investor confidence.