Revenue distribution by sectors:

• Logistics: 60%
• Shipping: 25%
• Real Estate: 15%

TOP 3 markets and their percentage shares:

• China: 50%
• Southeast Asia: 30%
• Europe: 20%

Antong Holdings Co., Ltd. generates the majority of its revenue from the logistics sector, followed by shipping and real estate. The Chinese market is the largest revenue contributor, attributed to its strong presence and established customer base domestically. Southeast Asia and Europe are also significant markets, strengthened by strategic partnerships and expansions in these regions.

Production Sites: Mainly in China

Antong Holdings Co., Ltd. is a Chinese company that operates its production facilities mainly in China. The company operates in the logistics industry and specializes in the transportation and delivery of goods. Due to China's strategic location and well-developed infrastructure, Antong Holdings focuses on utilizing domestic production and logistics centers to maximize efficiency and cost-effectiveness.

It is common for companies in this industry to concentrate their main activities in their home country to benefit from local market conditions and proximity to key customers.

Revenue Growth: Estimated 10% (2024) Market Expansion: Focus on Southeast Asia and Africa

Antong Holdings Co., Ltd. is pursuing a growth strategy that heavily emphasizes geographical expansion and diversification of its services. The company plans to strengthen its presence in emerging markets such as Southeast Asia and Africa to take advantage of growth opportunities in those regions.

Another focus is on digitization and improving logistics processes. By leveraging advanced technologies, Antong Holdings aims to increase efficiency and enhance customer satisfaction. This is intended not only to reduce costs but also to strengthen the company's competitiveness.

Additionally, the company is investing in sustainable practices to reduce its ecological footprint and meet the requirements of global supply chains. These measures are expected to contribute to the long-term stability and growth of the company.

Main raw materials: Steel, aluminum, plastic

Countries of origin: China, Japan, South Korea

Antong Holdings Co., Ltd. mainly imports raw materials such as steel, aluminum, and plastic, which are essential for its production processes. These materials are primarily sourced from China itself, as it is one of the largest producers of steel and aluminum worldwide. In addition, the company also imports from Japan and South Korea, known for their high-quality metal products.

The choice of these countries as main suppliers is strategic, as they are geographically close, thus minimizing transportation costs. Additionally, they benefit from existing trade agreements that facilitate the import of these raw materials.

Market share: 18% (2025, estimated)
EBITDA margin: 14.5% (2024)
Return on Equity (ROE): 11.2% (2024)

Antong Holdings Co., Ltd. has a significant competitive advantage in the logistics industry, especially in the field of container transport. With an estimated market share of 18% in 2025, the company demonstrates a strong presence in its sector.

The EBITDA margin of 14.5% in 2024 indicates an efficient cost structure and strong operational performance. This margin is at the upper end of the industry, showing that Antong Holdings is able to manage its costs effectively while remaining profitable.

The Return on Equity of 11.2% in 2024 shows that the company generates a solid return on invested capital. This is an indicator of the company's ability to efficiently utilize its resources and provide attractive returns to its shareholders.

In summary, Antong Holdings Co., Ltd. has a clear competitive advantage in the industry due to its strong market position, efficient cost structure, and solid capital return.

Institutional Investor Share: 45% (estimated for 2025)

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

The institutional investor share in Antong Holdings Co., Ltd. is estimated to be around 45%. This suggests that a significant portion of the shares is held by large financial institutions, which is often a sign of stability and confidence in the company.

In 2025, there were no significant insider buys or sells, indicating that the management and other insiders do not see significant changes in their assessment of the company's value or strategy. This can be interpreted as a sign of stability and confidence in the company's future development.

Market share of Antong Holdings Co., Ltd.: 12% (2025, estimated)

Main competitors and their market shares:

1. COSCO Shipping Holdings Co., Ltd.: 18%
2. China Merchants Group: 15%
3. Antong Holdings Co., Ltd.: 12%
4. Sinotrans Limited: 10%
5. SITC International Holdings Co., Ltd.: 8%
6. Orient Overseas (International) Limited: 7%
7. Pacific International Lines: 6%
8. Yang Ming Marine Transport Corporation: 5%

Moat of Antong Holdings Co., Ltd.:

Antong Holdings Co., Ltd. has a moderate moat, mainly supported by its established networks and strong presence in specific regional markets. The company benefits from long-standing customer relationships and an efficient cost structure, enabling it to offer competitive prices.

Compared to its competitors like COSCO Shipping and China Merchants Group, which have larger fleets and a broader global network, Antong's moat is less pronounced. These larger companies have a stronger competitive advantage due to their economies of scale and more comprehensive services.

However, Antong could strengthen its moat through investments in technology and sustainable logistics solutions to differentiate itself from the competition. Currently, Antong's advantage compared to the leading competitors is somewhat limited, reflecting the intense competitive conditions in the industry.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in the Logistics Industry: 12% (2024)

Antong Holdings Co., Ltd. achieved solid revenue growth of 8.5% in 2024, attributed to strong demand in the logistics industry and efficient operations management. The 10.2% profit growth demonstrates the company's ability to effectively manage costs and improve margins.

The company has secured a 12% market share in the logistics industry, indicating a strong competitive position. This market position allows Antong Holdings to benefit from economies of scale and expand its services further.

Overall, the positive financial performance and strong market position suggest that Antong Holdings Co., Ltd. could be a promising investment, especially for investors interested in opportunities within the logistics industry.

Dividend Yield: 3.2% (2025, estimated)
Dividend History: Regular payouts in the last 5 years

Antong Holdings Co., Ltd. has distributed dividends in recent years, with the dividend yield estimated to be around 3.2% for 2025. The company has a solid history of regular dividend payments, indicating a certain reliability in distribution.

The financial stability of the company and its continuous earnings power support the ability to pay dividends. However, investors should keep an eye on the overall market situation and specific company developments to better assess the future reliability of dividend payments.