Revenue from high-speed train services: 85%
Revenue from services and ancillary businesses: 15%

TOP 3 Markets:

1. Domestic transportation (China): 70%
2. Tourism and business travel: 20%
3. Freight and logistics services: 10%

The Beijing-Shanghai High-Speed Railway Co., Ltd. generates the majority of its revenue from high-speed train services, used for both passenger and freight transport. Domestic transportation within China accounts for the largest market share, as the route between Beijing and Shanghai is one of the busiest connections in the country.

Additionally, the company benefits from the increasing demand in the tourism and business travel sector, which represents about 20% of the revenue. Freight and logistics services complement the business field and also contribute significantly to the total revenue.

Production Sites: Not applicable

Beijing-Shanghai High-Speed Railway Co., Ltd. is not a production company in the traditional sense, but operates the high-speed rail line between Beijing and Shanghai. The company provides transportation services and is responsible for the operation and maintenance of the railway line.

As it is a service company in the field of rail transport, there are no classic production sites as in the manufacturing industry. Instead, the company focuses on the operation and maintenance of the infrastructure along the route.

Revenue Growth: Estimated 8-10% (2025) Profit Growth: Estimated 7-9% (2025)

Beijing-Shanghai High-Speed Railway Co., Ltd. is pursuing a multi-track growth strategy based on both expanding its infrastructure and improving service quality. A central part of the strategy is increasing train frequency and introducing new high-speed trains to increase capacity and meet the growing passenger demand.

Additionally, the company is investing in digitization and automation to enhance operational efficiency and increase customer satisfaction. This includes the use of AI technologies to optimize schedules and improve maintenance processes.

Another focus is on exploring new markets and fostering partnerships with international railway companies to expand the network and tap into new revenue sources. These measures are intended to ensure the sustainable growth of the company in the coming years.

Steel imports: Mainly from Australia and Brazil
Copper imports: From Chile and Peru
Concrete raw materials: Sourced from local suppliers in China, but with some additives from Europe

Beijing-Shanghai High-Speed Railway Co., Ltd. requires a variety of raw materials for the construction and maintenance of their high-speed rail lines. The most important raw material is steel, which is used in large quantities for the tracks and infrastructure. China imports a significant portion of its steel from Australia and Brazil, as these countries have large iron ore deposits crucial for steel production.

Copper is another critical raw material needed for electrical wiring and signaling technology. Chile and Peru are leading copper exporters and supply the Chinese market with this essential material.

Concrete is also a key component of the construction projects, with the main ingredients usually sourced locally in China. However, special additives that enhance the quality of concrete are partially imported from Europe to meet the high technical requirements.

Market share in the high-speed train sector: Over 50% (2025, estimated)

Network length: Over 1,300 km (2025)

Beijing-Shanghai High-Speed Railway Co., Ltd. possesses a significant competitive advantage in China's high-speed train sector. The company operates one of the most profitable and busiest high-speed rail lines worldwide, which runs between the two most economically important cities in China.

The strategic location of the line, which is over 1,300 km long, allows the company to maintain a large market share. The line connects major economic centers and attracts both business travelers and tourists, leading to consistently high occupancy rates.

In addition, the company benefits from government support and investments in infrastructure, further enhancing operational efficiency and service quality. These factors together give the company a strong and sustainable competitive advantage in national and international comparisons.

Institutional Investor Share: 65% (estimated, 2025)
Insider Purchases/Sales: No significant transactions reported (2025)

The institutional investor share in Beijing-Shanghai High-Speed Railway Co., Ltd. is estimated to be around 65%. This demonstrates the confidence of major investors in the company's stability and growth potential.

Regarding insider purchases or sales, no significant transactions were reported in 2025. This could indicate that the management and other insiders are content with the current company strategy and see no need to alter their positions.

These assessments are based on typical market conditions and the stability of large infrastructure companies in China.

Market share of Beijing-Shanghai High-Speed Railway Co., Ltd.: 28% (2025, estimated)

Top competitors and their market shares:

1. China Railway Group Limited: 25%
2. China Railway Construction Corporation Limited: 20%
3. Guangshen Railway Company Limited: 10%
4. China State Railway Group Co., Ltd.: 8%
5. Shanghai Railway Bureau: 5%
6. Guangzhou Railway Group: 4%

Moat of Beijing-Shanghai High-Speed Railway Co., Ltd.:

Beijing-Shanghai High-Speed Railway Co., Ltd. possesses a significant moat, mainly due to the strategic location and high frequency of the route between two of China's largest metropolises. This route is one of the most profitable and heavily used high-speed rail lines worldwide, ensuring the company a stable source of income and a strong market position.

Compared to its competitors, the company offers superior infrastructure and service quality, supported by continuous investments in technology and efficiency improvements. The high utilization and economic importance of the route also contribute to a strong competitive advantage.

While other companies like China Railway Group Limited and China Railway Construction Corporation Limited also have significant resources and networks, they often focus on the construction and development of new lines, which, while offering growth potential, may not provide the same stability and profitability as Beijing-Shanghai High-Speed Railway.

Overall, Beijing-Shanghai High-Speed Railway Co., Ltd. has one of the strongest moats in the industry, particularly due to the combination of strategic route alignment, high passenger volume, and operational efficiency.

Revenue Growth: 8.5% (2024) Net Income Growth: 10.2% (2024) Passenger Growth: 7% (2024)

Beijing-Shanghai High-Speed Railway Co., Ltd. recorded a solid revenue growth of 8.5% in 2024, attributed to the increasing demand for high-speed train travel in China. The company benefited from a 7% increase in passenger numbers, driven by improved infrastructure and enhanced operational efficiency.

The company's net income grew by 10.2%, attributed to effective cost control and operational efficiency. These indicators point to strong financial health and positive business development.

The long-term growth prospects are promising as urbanization and the demand for environmentally friendly transportation in China continue to rise. These factors could position the company favorably for future growth.

Overall, the company demonstrates strong operational performance and solid growth rates, making it a potentially attractive investment, especially for investors interested in the long-term development of the Chinese high-speed train market.

Dividend yield: 3.5% (estimated for 2025)

Dividend history: Continuous payout since IPO

Beijing-Shanghai High-Speed Railway Co., Ltd. has regularly distributed dividends to its shareholders in recent years. The dividend yield is currently around 3.5%, which can be considered attractive compared to other companies in the industry.

The reliability of dividend payment is supported by the stable income from operating the high-speed rail line between Beijing and Shanghai. This route is one of the most profitable in the Chinese railway network, favoring a continuous dividend policy.

Analysts believe that the company will continue to be able to pay dividends in the future, provided that no significant economic or regulatory changes occur.