Revenue distribution by sector:

• Construction and Infrastructure: approx. 70%
• Real Estate Development: approx. 15%
• Logistics and other services: approx. 15%

TOP 3 markets and their percentage shares:

• China: approx. 60%
• Africa: approx. 20%
• Middle East: approx. 10%

China Railway Construction Corporation Limited (CRCC) generates the majority of its revenue from the construction and infrastructure sector, which is the core area of the company. This includes the construction of railways, roads, and other major infrastructure projects.

The largest market for CRCC remains China, where the demand for infrastructure projects continues to be high. Africa and the Middle East are also significant markets where the company is growing through international projects and partnerships. These regions offer growth opportunities due to development projects and investments in infrastructure.

Production Sites: Mainly in China, with international projects in Africa, Asia, and the Middle East.

China Railway Construction Corporation Limited (CRCC) is one of the largest construction companies in the world and is headquartered in Beijing, China. Most of the production and construction activities take place within China, where the company is involved in a variety of infrastructure projects, including railways, roads, and bridges.

Furthermore, CRCC operates internationally and carries out projects in various countries, especially in Africa, Asia, and the Middle East. These international projects include the construction of railways, highways, and other major infrastructure projects, highlighting the company's global presence.

Revenue Growth: 8.5% (estimated for 2025)
Investments in Infrastructure Projects: 20 billion USD (2024)

China Railway Construction Corporation Limited (CRCC) is pursuing a growth strategy that is heavily focused on expanding its infrastructure projects both domestically and internationally. The company plans to enhance its market presence through strategic investments in new railway projects, road construction, and other large-scale projects.

A key component of the strategy is tapping into new markets in Asia, Africa, and Latin America, where the demand for infrastructure development is increasing. CRCC leverages its extensive experience and expertise in construction to compete against international rivals.

In addition, CRCC is investing in technological innovations and sustainable construction practices to increase efficiency and meet ecological standards. These measures are intended not only to enhance competitiveness but also to foster long-term partnerships with governments and private clients.

Steel imports: Mainly from Australia and Brazil
Copper imports: Chile and Peru
Cement imports: Vietnam and Thailand

China Railway Construction Corporation Limited (CRCC) heavily relies on the import of raw materials to realize its extensive construction projects. Steel is one of the most important raw materials that the company imports. Australia and Brazil are the leading suppliers in this regard, as they have large iron ore deposits needed for steel production.

Copper is another essential raw material needed for electrical installations and infrastructure projects. The main suppliers for copper are Chile and Peru, which are among the world's largest copper producers.

Cement is also imported in large quantities, especially from Vietnam and Thailand, to support the company's construction projects. These countries are known for their competitive cement production, which meets CRCC's needs.

Market share in the construction industry in China: 20% (estimated, 2025)
International projects: Over 50 countries (2025)
R&D investments: 2.5% of revenue (2024)

China Railway Construction Corporation Limited (CRCC) has a significant competitive advantage that stems from several factors. Firstly, the company holds a considerable market share in the Chinese construction industry, highlighting its strong position in the domestic market. This allows CRCC to benefit from the ongoing urbanization and infrastructure development in China.

Secondly, CRCC has a strong international presence, with projects in over 50 countries. This international footprint diversifies risk and opens up new growth opportunities, especially in emerging markets.

Lastly, CRCC continuously invests in research and development, accounting for about 2.5% of its revenue. These investments in innovation and technology further enhance the company's efficiency and competitiveness.

Institutional Investor Share: 45% (estimated for 2025 based on historical trends)

Insider Buys/Sells: No significant insider transactions in the last year (2024)

The institutional investor share in China Railway Construction Corporation Limited is estimated to be around 45%. This figure reflects the interest of large investors in stable infrastructure companies in China.

Regarding insider transactions, there were no significant buys or sells in 2024, indicating a stable confidence of the management in the company's future development. However, such transactions could vary in the future depending on market conditions and corporate strategies.

Market share of China Railway Construction Corporation Limited (CRCC): 18% (estimated, 2025)

Main competitors and their market shares:

1. China Railway Group Limited (CREC): 20%
2. China Communications Construction Company (CCCC): 15%
3. China State Construction Engineering Corporation (CSCEC): 12%
4. China National Machinery Industry Corporation (Sinomach): 10%
5. Power Construction Corporation of China (PowerChina): 8%

Economic moat of CRCC:

CRCC has a significant economic moat due to its strong market position in China, extensive experience in large projects, and its ability to efficiently manage complex infrastructure projects. Access to government contracts and support from the Chinese government further strengthen its competitive position.

In comparison to competitors, CREC has a slightly larger market share and similar support through government contracts, creating a comparable economic moat. CCCC and CSCEC are also well-positioned, especially in the international market, giving them an advantage in diversification and risk mitigation.

Overall, CRCC has a solid economic moat, but competition is intense, and other major companies also hold strong positions and strategic advantages. The market is heavily influenced by government contracts, which present both an advantage and a risk for all companies.

Revenue Growth: 8.5% (2024) Profit Growth: 6.2% (2024) Order Backlog: 2.1 trillion CNY (2024)

China Railway Construction Corporation Limited (CRCC) recorded solid revenue growth of 8.5% in 2024, driven by sustained demand for infrastructure projects both within China and internationally. The 6.2% profit growth indicates that the company was able to maintain its margins despite rising costs.

The order backlog of 2.1 trillion CNY underscores CRCC's strong market position and provides a solid foundation for future growth. These figures suggest that the company is well positioned to benefit from continued urbanization and infrastructure investments by the Chinese government.

Additionally, CRCC has expanded its international presence, diversifying risk and tapping into new revenue streams. These strategic moves could make the company more resilient to economic fluctuations.

Overall, CRCC's financial and strategic position suggests that the stock could be an attractive investment opportunity for investors interested in long-term growth.

Dividend Yield: 3.5% (2024)

Dividend History: Continuous payouts over the last five years

China Railway Construction Corporation Limited has achieved a dividend yield of approximately 3.5% in recent years. The company has a solid history of continuous dividend payments over the past five years, indicating a certain reliability in distribution.

The stability of dividend payments can be attributed to the strong market position and sustained demand in the infrastructure sector. Analysts expect the company to maintain its dividend policy unless significant economic or political changes occur.