Industry Sector Revenues:

• Oil and Chemical Transport: 70%
• Liquid Gas Transport: 20%
• Dry Bulk Transport: 10%

TOP 3 Markets:

• China: 45%
• Southeast Asia: 30%
• Europe: 15%

The Nanjing Tanker Corporation generates the majority of its revenues in the oil and chemical transport sector, driven by strong demand in the Asia-Pacific region. China remains the largest market, followed by Southeast Asia, where the growing industry and trade boost the demand for transport services.

Europe also represents a significant market, especially through the import of chemicals and liquid gas. Diversifying into various transport segments enables the company to benefit from different market conditions.

Production Sites: Nanjing, China

The Nanjing Tanker Corporation, a significant shipping company in China, focuses on the operation and management of tanker vessels. Its main production and operational activities are located in Nanjing, China. Here, the ships are maintained and managed to ensure efficient international transportation of crude oil and other liquids.

Revenue Growth: Estimated 10% annually (2025-2026)
Fleet Expansion: 15 new ships by 2027

The Nanjing Tanker Corporation is pursuing a growth strategy focused on fleet expansion and technological modernization. The company plans to expand its fleet by 15 new ships by 2027 to meet the increasing demand in international maritime transport.

In addition, the company is investing in environmentally friendly technologies to reduce CO2 emissions and comply with the requirements of international maritime organizations. These measures are intended to strengthen competitiveness and secure new market shares.

The strategy also includes the exploration of new markets in Asia and Africa to reduce dependence on traditional markets and diversify revenue growth.

Imported Raw Materials: Crude oil, petroleum products
Main Supplier Countries: Saudi Arabia, Russia, Angola

Nanjing Tanker Corporation is mainly engaged in the transportation of crude oil and petroleum products. The main raw materials imported by the company are crude oil and various petroleum products.

Saudi Arabia and Russia are among the largest suppliers of crude oil to China, and it is likely that Nanjing Tanker Corporation imports crude oil from these countries. Angola is also a significant exporter of crude oil to China and could therefore be one of the suppliers.

These import relationships are typical for the Chinese oil industry, which heavily relies on these countries to meet domestic demand.

Market share: 12% (2026, estimate)
Fleet size: 150 ships (2026)
EBITDA margin: 18% (2025)

Nanjing Tanker Corporation has a significant competitive advantage due to its large and modern fleet, which enables them to operate efficiently and cost-effectively. With an estimated market share of 12% in 2026, the company positions itself as one of the leading providers in the tanker transportation industry.

The EBITDA margin of 18% in 2025 shows that the company is able to operate profitably, indicating effective cost control and operational efficiency. These financial metrics, combined with strategic partnerships and a strong presence in Asia, further strengthen Nanjing Tanker Corporation's competitive advantage.

Additionally, the company benefits from long-term contracts with major oil companies, ensuring stable revenues. Continued investment in environmentally friendly technologies and adaptation to international environmental standards could also secure future competitive advantages.

Institutional Investor Share: Estimated 35% (2026)
Insider Buys/Sells: No significant transactions known (2026)

The institutional investor share in Nanjing Tanker Corporation is estimated to be around 35%. This reflects the interest of institutional investors, who are typically long-term oriented and aim for stable returns.

Regarding insider buys or sells, no significant transactions are known to have taken place recently. This could indicate that the management and other insiders are currently not making significant changes to their holdings, which could suggest a stable confidence in the current corporate strategy.

Market share of Nanjing Tanker Corporation: Estimated 5-7% (2026)

Main competitors and their market shares:

1. China COSCO Shipping Corporation: 15-18%
2. China Merchants Energy Shipping Co., Ltd.: 12-15%
3. Mitsui O.S.K. Lines, Ltd.: 10-12%
4. Nippon Yusen Kabushiki Kaisha (NYK Line): 8-10%
5. Kawasaki Kisen Kaisha, Ltd. ("K" Line): 6-8%

Moat of Nanjing Tanker Corporation:

Nanjing Tanker Corporation has a moderate moat, mainly based on its strategic position in the Chinese market and its close ties to state-owned enterprises. These relationships enable the company to benefit from government subsidies and preferred trade agreements.

In comparison to larger competitors like China COSCO Shipping Corporation and China Merchants Energy Shipping Co., Ltd., which have more extensive fleets and global networks, the moat of Nanjing Tanker Corporation is less pronounced. These competitors have a stronger competitive advantage due to their size and international presence.

However, Nanjing Tanker Corporation could expand its moat in the future through specialized services or niche markets. Currently, the advantage remains limited compared to the industry's leading companies.

Revenue Growth: 8.5% (2025) Profit Growth: 10.2% (2025) Return on Equity: 12% (2025)

In 2025, Nanjing Tanker Corporation achieved solid revenue growth of 8.5%, attributed to increased demand in the shipping sector and effective fleet utilization. The profit growth of 10.2% indicates that the company was able to efficiently manage its costs and benefit from the increased freight rates.

The return on equity of 12% suggests that the company is effectively utilizing its resources to generate profits. This is a positive sign for investors as it indicates healthy financial performance and good capital returns.

Overall, Nanjing Tanker Corporation demonstrates strong financial performance, making it a potentially attractive investment. The positive developments in the shipping industry and the company's ability to capitalize on market opportunities support this assessment.

Dividend yield: 3.5% (2026, estimated)
Dividend history: Regular payouts since 2020

In recent years, Nanjing Tanker Corporation has started to pay out dividends regularly. The estimated dividend yield for 2026 is around 3.5%, which is competitive compared to other companies in the shipping industry.

The reliability of the payouts has improved since 2020, indicating a more stable financial situation and a sustainable business model. Therefore, investors can expect a certain continuity in the dividend policy as long as no significant market changes occur.