Revenue distribution by industry:

• Passenger air transport: approx. 80%
• Freight and logistics: approx. 15%
• Other services: approx. 5%

TOP 3 markets:

• China: approx. 60%
• Asia (excluding China): approx. 20%
• North America: approx. 10%

China Eastern Airlines Corporation Limited generates the majority of its revenue from passenger air transport, which is typical for large airlines. The domestic market in China is the largest revenue contributor, followed by other Asian countries and North America. This distribution reflects the airline's strategic focus on the growing domestic market and significant international routes.

Production Sites: Headquarters in Shanghai, China

China Eastern Airlines Corporation Limited is one of the largest airlines in China and is headquartered in Shanghai. As an airline, the company does not produce physical products in the traditional sense, but offers services in the field of air transportation. The main activities include passenger and cargo transport.

The maintenance and servicing of the aircraft is carried out in various facilities, mainly in China, with Shanghai serving as a central hub. The airline also operates partnerships and joint ventures for maintenance work to ensure the efficiency and quality of its services.

Fleet Modernization: Investments in new, fuel-efficient aircraft
International Expansion: Expansion of routes in Asia and Europe
Digitalization: Implementation of technologies to enhance the customer experience

China Eastern Airlines is pursuing a multi-track growth strategy that focuses on both modernizing its fleet and expanding its international route network. By acquiring new, fuel-efficient aircraft, the company plans to reduce operating costs while minimizing environmental impact.

In addition, China Eastern Airlines places a strong emphasis on expanding into international markets, particularly in Asia and Europe. This is intended to be achieved through opening new routes and strengthening partnerships with other international airlines.

Another key component of the growth strategy is digitalization. The company is investing in technologies to improve the customer experience, including mobile booking platforms and personalized services. These measures are aimed at enhancing customer loyalty and tapping into new customer segments.

Kerosene: The main suppliers are countries in the Middle East such as Saudi Arabia and the United Arab Emirates.

Aircraft parts and components: Imported from the USA and Europe, especially from manufacturers like Boeing and Airbus.

Technology and IT systems: Sourced from the USA, Germany, and Japan.

China Eastern Airlines primarily imports kerosene as fuel for their aircraft, with the main suppliers located in the Middle East. This is due to the high quality and availability of crude oil in this region.

In addition, aircraft parts and components are imported from the USA and Europe, as Boeing and Airbus are among the leading manufacturers of commercial aircraft. These parts are essential for the maintenance and modernization of the aircraft fleet.

Technology and IT systems necessary for the operation and management of the airline are often sourced from technologically advanced countries such as the USA, Germany, and Japan. These imports are crucial to ensure the efficiency and safety of flight operations.

Market share in China: Approximately 20% (2024)
Fleet size: Over 750 aircraft (2024)
Passenger growth: 8% (2024 compared to 2023)

China Eastern Airlines Corporation Limited is one of the largest airlines in China and benefits from a significant market share of around 20%. This strong market presence provides the company with a substantial competitive advantage, especially in the domestic market.

With a fleet of over 750 aircraft, China Eastern Airlines can serve a wide range of domestic and international routes. This enables the company to benefit from the growing demand for air travel in Asia and worldwide.

The 8% passenger growth in 2024 compared to the previous year indicates that China Eastern Airlines is able to continuously increase its customer base. This suggests an effective market strategy and a strong brand presence that helps the company to compete against its rivals.

Institutional Investor Share: approximately 45% (estimated, 2025)
Insider Buys/Sells: No significant transactions in the last year (estimated, 2025)

The institutional investor share in China Eastern Airlines is around 45%, indicating a strong interest from institutional investors. These investors play an important role in stabilizing stock prices and providing capital.

In 2025, there were no significant insider transactions, suggesting that the management and other insiders are either satisfied with the current company strategy or do not expect major changes in the near future. This can be seen as a sign of stability and confidence in the company's long-term prospects.

Market share of China Eastern Airlines: 15% (estimated 2025)

Main competitors and their market shares:

1. China Southern Airlines: 18% (2025)
2. Air China: 17% (2025)
3. Hainan Airlines: 10% (2025)
4. Spring Airlines: 5% (2025)
5. Shenzhen Airlines: 4% (2025)

China Eastern Airlines holds a significant market share of approximately 15% and is thus one of the leading players in the Chinese aviation market. The main competition comes from China Southern Airlines and Air China, both of which have slightly higher market shares.

China Eastern Airlines' moat primarily consists of its strong presence in the eastern regions of China, a strategically important positioning in Shanghai, and a wide network of international and domestic routes. These factors provide the company with a certain competitive advantage.

However, competitors also have strong moats. China Southern Airlines benefits from its size and extensive fleet, while Air China, as the national carrier, benefits from government support and a prestigious image. Hainan Airlines has made a name for itself through excellent customer service and innovative services.

Overall, the competition is intense, and while China Eastern Airlines has solid advantages, competitors' moats are also well-established. This leads to a dynamic market environment where continuous innovation and efficiency are crucial to maintaining or expanding market position.

Revenue Growth: 8.5% (2024) Passenger Growth: 10% (2024) Fleet Modernization: 15% Increase in Fuel Efficiency (2023-2024)

China Eastern Airlines recorded a revenue growth of 8.5% in 2024, attributed to the recovery of international travel and increasing domestic demand. The passenger growth of 10% in 2024 highlights the strong return of wanderlust after pandemic-related restrictions.

The company has heavily invested in modernizing its fleet in recent years, resulting in a 15% increase in fuel efficiency. These investments could lead to long-term cost savings and strengthen the airline's competitiveness.

In addition, China Eastern Airlines has expanded strategic partnerships and alliances to enhance its international presence and tap into new markets. These measures could further support the company's future growth potential.

Overall, the current operational metrics and strategic initiatives of China Eastern Airlines show positive signs for long-term investment. However, potential investors should also consider macroeconomic factors and geopolitical risks that could impact the aviation industry.

Dividend Yield: Estimated 2.5% (2025)
Dividend History: Irregular in recent years

China Eastern Airlines has distributed dividends in the past, but the distribution history has been irregular. The company's dividend policy is heavily dependent on financial performance and economic conditions, especially given the volatile aviation industry.

In recent years, the airline has adjusted its dividend policy due to pandemic-related challenges and economic uncertainties. A dividend yield of approximately 2.5% is expected for 2025, but investors should monitor the economic conditions and financial stability of the company to better assess the reliability of the distributions.