Top industries for revenues:

1. Airport operation
2. Retail and Duty-Free
3. Real estate rental

Top 3 markets and their percentage shares:

1. Domestic flights: approx. 55%
2. International flights: approx. 30%
3. Retail/Duty-Free: approx. 15%

Shanghai International Airport Co., Ltd. generates the majority of its revenues from airport operation, especially through the handling of domestic and international flights. Retail, especially duty-free shops, also significantly contributes to the income. Real estate rental, including the rental of retail spaces, is another important source of revenue.

Shanghai International Airport Co., Ltd. is an operator of airports and does not produce physical products.

The company operates airport services at Shanghai Pudong International Airport and Shanghai Hongqiao International Airport. Its main activities include providing services in passenger and cargo handling, ground handling, as well as retail and catering operations within airport buildings.

As a service provider in the airport operation sector, there are no production facilities in the traditional sense.

Revenue Growth: 10.5% (estimated 2024)
Passenger Growth: 8.2% (estimated 2024)

Shanghai International Airport Co., Ltd. is pursuing a multi-pronged growth strategy to strengthen its market position and secure future growth. A key component of this strategy is expanding airport capacities to accommodate the increasing number of passengers. This includes infrastructure expansion and modernizing existing facilities.

Furthermore, the company is increasingly focusing on digital transformation and technological innovations to make operations more efficient and enhance the customer experience. This involves implementing automated processes and utilizing data analytics to optimize airport operations.

Another focus is on diversifying revenue sources through the development of non-aviation businesses, such as retail and dining, within the airport facilities. These measures are intended to reduce dependence on traditional aviation revenues and generate additional income streams.

Main Imported Materials: Construction and infrastructure materials, technology equipment

Countries of Origin: USA, Germany, Japan, South Korea

Shanghai International Airport Co., Ltd. mainly imports construction and infrastructure materials as well as technology equipment necessary for the operation and expansion of airport facilities. These materials include advanced security systems, navigation, and communication equipment.

The USA, Germany, and Japan are leading suppliers of high-tech products, while South Korea is known for its advanced electronic components. These countries provide the necessary technology and quality required for the operation of a world-class international airport.

Market share in 2024: Approximately 30% in the Chinese airport market
Passenger growth: 8% (2024)
Cargo growth: 5% (2024)

Shanghai International Airport Co., Ltd. has a significant competitive advantage due to its strategic location and role as a key hub in Asia. The airport benefits from the growing demand for international and domestic flights, particularly driven by the strong economic development in China.

The competitive advantage is supported by continuous investments in infrastructure and technology that enhance the efficiency and capacity of the airport. Additionally, the company has strong partnerships with leading airlines, further solidifying its position in the market.

Despite intense competition in the region, Shanghai International Airport remains a preferred hub for travelers and cargo due to its size, capacity, and service quality. This ensures the company a stable and sustainable competitive advantage.

Institutional Investor Share: approximately 45% (2025, estimated)

Insider Trades: No significant changes in the last year (2024)

The institutional investor share in Shanghai International Airport Co., Ltd. is estimated to be around 45%. This indicates a strong interest from institutional investors, suggesting confidence in the company's long-term development.

In 2024, there were no significant insider transactions, indicating that the management and other insiders did not make any significant changes to their holdings. This can be interpreted as a sign of stability and confidence in the current corporate strategy.

Market share of Shanghai International Airport Co., Ltd.: Approximately 20% (2025)

Top competitors and their market shares:

1. Beijing Capital International Airport Co., Ltd.: 22%
2. Guangzhou Baiyun International Airport Co., Ltd.: 18%
3. Shenzhen Bao'an International Airport Co., Ltd.: 15%
4. Chengdu Shuangliu International Airport Co., Ltd.: 12%
5. Kunming Changshui International Airport Co., Ltd.: 8%

Shanghai International Airport Co., Ltd. holds a significant market share of around 20%, attributed to its strategic location and role as an international hub. The company's moat lies primarily in its geographical position in one of China's most economically dynamic regions, leading to consistently high passenger and cargo traffic.

In comparison to competitors, Beijing Capital International Airport has a slightly higher market share, reflecting the importance of Beijing as a political and economic center. Beijing Capital's moat is heavily influenced by its role as the main airport of the capital.

Guangzhou Baiyun and Shenzhen Bao'an also benefit from their locations in economically strong regions, establishing themselves as crucial hubs in southern China. Chengdu and Kunming are emerging airports capitalizing on the growing significance of western China.

Overall, Shanghai International Airport has a strong moat, yet faces intense competition, with other airports also holding significant advantages, particularly due to their geographical locations and the economic importance of their regions.

Revenue Growth: 18% (2024 compared to 2023)
Passenger Growth: 25% (2024 compared to 2023)
Net Income Growth: 20% (2024 compared to 2023)

Shanghai International Airport Co., Ltd. recorded strong revenue growth of 18% in 2024, attributed to the recovery of international travel and increasing demand for air travel. The 25% passenger growth during the same period highlights the airport's increasing utilization and recovery from pandemic-related declines.

The company also achieved a net income growth of 20%, indicating efficient cost controls and improved operational efficiency. These positive developments suggest that the company is well positioned to benefit from the recovery of the global travel industry.

In addition to the financial metrics, Shanghai International Airport Co., Ltd. has invested in infrastructure improvements and technological innovations to enhance capacity and service. These strategic investments could lead to a stronger competitive position in the long term.

Overall, the current growth rates and strategic initiatives suggest that the company's stock could present an attractive investment opportunity, especially for investors interested in the recovery and growth of the travel and aviation industry.

Dividend Yield: 2.5% (2025, estimated)
Dividend History: Regular payouts in recent years

Shanghai International Airport Co., Ltd. has regularly distributed dividends in the past, indicating a reliable dividend policy. The dividend yield for the year 2025 is estimated to be around 2.5%, based on the latest available data and the company's historical payout practices.

Despite the challenges in the aviation industry, especially due to the COVID-19 pandemic, the company has largely maintained its dividend policy. This suggests a solid financial foundation and a commitment to rewarding shareholders. However, future payouts could depend on economic recovery and the development of international air traffic.