Revenue distribution by sectors:

• Air freight: 60%
• Logistics solutions: 25%
• Ground handling services: 15%

TOP 3 markets and their percentage shares:

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

Eastern Air Logistics Co., Ltd. generates the majority of its revenue from the air freight sector, indicating its strong position as a leading provider in this area. The logistics solutions and ground handling services complement the business model and also contribute significantly to the revenue.

Geographically, China is the largest market, which is not surprising due to the strong demand for logistics solutions domestically. Southeast Asia and Europe follow, with both markets benefiting from the company's strategic expansion and partnerships.

Production Sites: Headquarters in Shanghai, China

Eastern Air Logistics Co., Ltd. is a leading logistics company based in Shanghai, China. The company is mainly active in the field of air freight and logistics services and does not produce physical products in the traditional sense. Instead, it offers comprehensive logistics solutions that include the transportation and storage of goods. The services are mainly coordinated from their headquarters and various logistics centers in China.

Revenue Growth: 8.5% (2024)

Eastern Air Logistics Co., Ltd. is pursuing a strategy focused on digitization and international expansion. The company is heavily investing in modern logistics technologies to increase efficiency and customer satisfaction. This includes the use of AI and automation in their logistics processes.

Another key focus is on expanding their international network. Eastern Air Logistics plans to tap into new markets and strengthen existing connections, especially in Asia and Europe. This expansion is supported by strategic partnerships and alliances to enhance their global reach.

Additionally, the company is prioritizing sustainable logistics solutions to reduce their ecological footprint and meet customer demands for more environmentally friendly services. This involves investments in eco-friendly transportation and supply chain optimization.

Imported Raw Materials/Components: Airfreight capacities, fuel, spare parts

Main Supplier Countries: USA, China, Europe

Eastern Air Logistics Co., Ltd. primarily operates in the air freight sector. The company does not import traditional raw materials, but relies heavily on the availability of airfreight capacities and fuel.

The spare parts for aircraft and technical equipment are mainly sourced from the USA and Europe, as many of the major aircraft parts manufacturers are located there. Fuel is often procured locally, but international markets can also play a role, depending on price and availability.

This procurement strategy enables Eastern Air Logistics to offer their services efficiently and reliably by relying on high-quality materials and resources.

Market Share: 12% (estimated, 2025)
Return on Equity (ROE): 14.5% (2024)
Net Profit Margin: 8.2% (2024)

Eastern Air Logistics Co., Ltd. has a significant competitive advantage due to its strategic positioning in the Chinese air freight market. With an estimated market share of 12% in 2025, the company is among the leading providers in this sector.

The competitive advantage is underscored by solid financial performance, as evidenced by the 14.5% Return on Equity in 2024, indicating efficient use of equity capital. A net profit margin of 8.2% in the same year suggests effective cost control and pricing strategy.

Additionally, Eastern Air Logistics benefits from the support of its parent company China Eastern Airlines, facilitating access to resources and networks. This enables the company to compete and continue growing in a highly competitive market environment.

Institutional Investor Share: 45% (estimated for 2025)
Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in Eastern Air Logistics Co., Ltd. is estimated to be around 45%. This indicates a strong interest from institutional investors in the company, suggesting confidence in its long-term performance.

In 2024, there were no significant insider buys or sells, indicating that the management and other insiders may have a stable outlook on the company's future development. This could also be a sign of stable internal confidence in the company's strategy.

Market share of Eastern Air Logistics Co., Ltd.: 12% (2025, estimated)

Top 5 competitors by market share:

1. SF Express Co., Ltd.: 18%
2. ZTO Express (Cayman) Inc.: 16%
3. YTO Express Group Co., Ltd.: 14%
4. Eastern Air Logistics Co., Ltd.: 12%
5. Yunda Holding Co., Ltd.: 10%

Eastern Air Logistics Co., Ltd. has a market share of approximately 12% in 2025. The company is a significant player in the air freight logistics sector in China. The largest competitor is SF Express Co., Ltd., followed by ZTO Express and YTO Express Group.

The moat of Eastern Air Logistics lies in its close connection to the Eastern Airlines Group, providing access to an extensive network of flight routes and cargo capacities. This offers a certain competitive advantage, especially in the international logistics sector.

However, some competitors, such as SF Express, have a stronger moat due to their comprehensive logistics networks and technological innovations, enabling them to have more efficient operations and cost advantages. SF Express is known for its strong presence in the e-commerce sector and advanced logistics solutions, giving them a significant edge.

Overall, Eastern Air Logistics has a solid, but not insurmountable moat. The competition is fierce, and some competitors may have advantages in certain areas.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in the Logistics Industry China: 5% (2024)

Eastern Air Logistics Co., Ltd. recorded a revenue growth of 8.5% in 2024, attributed to improved operational efficiency and expansion into new markets. The profit growth of 10.2% in the same year indicates successful cost control and supply chain optimization.

The company holds a market share of approximately 5% in the Chinese logistics industry, making it a significant player in a rapidly growing market. The industry benefits from increasing e-commerce activity and demand for fast and reliable delivery services.

Considering these factors, Eastern Air Logistics could be an attractive investment, especially for investors interested in the long-term growth story of the Chinese logistics industry. However, it is advisable to also consider other qualitative factors such as management quality and strategic partnerships before making an investment decision.

Dividend Yield: 2.5% (2024)
Dividend History: Continuous payout since 2020

Eastern Air Logistics Co., Ltd. has distributed dividends in recent years, with the dividend yield standing at approximately 2.5% in 2024. The company has been paying dividends regularly since 2020, indicating a certain reliability in its payouts.

The stability of dividend payments can be attributed to the solid financial performance and strategic positioning in the logistics sector. Analysts believe that the company will continue to be able to pay dividends in the coming years, provided that no significant market changes occur.