Industry Revenues:

• Stationery: approx. 60%
• Office supplies: approx. 25%
• Educational products: approx. 15%

TOP 3 Markets:

• China: approx. 70%
• Southeast Asia: approx. 15%
• Europe: approx. 10%

Shanghai M&G Stationery Inc. generates the majority of its revenues from the stationery industry, followed by office supplies and educational products. The Chinese market is the dominant market for the company, which is not surprising given that it is based in China. Southeast Asia and Europe are also significant markets, accounting for about a quarter of the revenue together. This distribution reflects the international expansion and diversification of revenue sources.

Production Sites: Several locations in China

Shanghai M&G Stationery Inc. mainly produces its products in China. The company has multiple production facilities strategically located in different regions of the country. These sites enable M&G to efficiently respond to demand and optimize logistics costs.

Concentrating production in China provides the company with cost advantages by utilizing local resources and labor. Additionally, M&G benefits from proximity to key raw material suppliers and a well-established logistics network.

Revenue Growth: 10.5% (2024)
Profit Growth: 8.9% (2024)

Shanghai M&G Stationery Inc. pursues a strategy focused on innovation and international expansion. The company is increasing its investment in research and development to introduce new, innovative products to meet changing customer needs. This includes both traditional stationery items and digital solutions that support modern work and school environments.

Furthermore, M&G Stationery places great emphasis on entering new markets outside of China. Through strategic partnerships and acquisitions in Asia and Europe, the company aims to expand its global presence and tap into new revenue sources. This international expansion is supported by an enhanced online distribution strategy, allowing the company to directly engage with end consumers and increase brand awareness.

Main raw materials: Paper, plastic, metal

Countries of origin:

• Paper: Canada, Finland
• Plastic: China, South Korea
• Metal: Australia, Brazil

Shanghai M&G Stationery Inc. imports a variety of raw materials necessary for the production of their stationery products. Paper, as one of the main components, is mainly imported from Canada and Finland, as these countries are known for their high-quality paper products.

Plastics used in the production of pens and other stationery items mainly come from China and South Korea. These countries are leaders in plastic production and offer cost-effective and high-quality materials.

Metals used in paper clips and other products are mainly imported from Australia and Brazil. These countries are significant exporters of metals and provide stable supply chains for the required materials.

Market share in China: 25% (2024)
R&D expenses: 5% of revenue (2024)
Brand awareness: Top 3 in the industry (2024)

Shanghai M&G Stationery Inc. has a significant competitive advantage due to its strong market presence in China, where it holds a market share of approximately 25%. This enables the company to benefit from economies of scale and offer its products at competitive prices.

Another advantage is the continuous investment in research and development, which accounts for about 5% of revenue. These investments support product innovation and help the company stand out from the competition.

Additionally, M&G Stationery is one of the most recognized brands in the industry, which strengthens customer loyalty and makes market entry difficult for new competitors. The strong brand awareness helps increase the company's pricing power and foster long-term customer relationships.

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

Shanghai M&G Stationery Inc. has an estimated institutional investor share of about 45%. This demonstrates the confidence of institutional investors in the company's stability and growth potential.

In 2025, there were no significant insider transactions, indicating a stable internal assessment of the company's value. Analysts may interpret this as a sign that the management is confident in the current corporate strategy.

Market share of Shanghai M&G Stationery Inc.: 18% (estimated for 2025)

Top competitors and their market shares:

1. Shanghai M&G Stationery Inc.: 18%
2. Deli Group Co., Ltd.: 15%
3. Guangbo Group Stock Co., Ltd.: 12%
4. Beifa Group Co., Ltd.: 10%
5. True Color Stationery Co., Ltd.: 8%
6. Comix Group Co., Ltd.: 7%
7. Chenguang Stationery Co., Ltd.: 6%
8. Pilot Corporation (China): 5%
9. Faber-Castell (China): 4%
10. Zebra Pen Corporation (China): 3%

Moat of Shanghai M&G Stationery Inc.:

Shanghai M&G Stationery Inc. has a significant moat due to its strong brand recognition and wide distribution network in China. The company benefits from high customer loyalty and a diversified product portfolio that includes both traditional and innovative stationery.

Compared to its competitors, M&G has also invested in digitization and online distribution channels, which is a crucial advantage in today's digital world. The ability to quickly respond to market trends and develop new products further strengthens their market position.

However, some competitors like Deli Group and Guangbo Group also have strong brands and a wide range of products, intensifying the competition. These companies are also investing in innovation and expansion, strengthening their own moats.

Overall, M&G has a significant advantage, but the competition remains strong, and continuous innovation is necessary to maintain this lead.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) Market Share in China: 25% (2024)

Shanghai M&G Stationery Inc. achieved a revenue growth of 10% in 2024, attributed to strong demand for their products and an effective market strategy. The company was able to increase its profit by 8%, indicating efficiency improvements and cost-cutting measures.

With a market share of 25% in China, M&G Stationery is a leading player in the industry. Continued expansion into international markets and investments in innovative products could further increase growth potential.

Overall, the company demonstrates solid fundamental data and a strong market position, making it a potentially good investment, especially for investors interested in long-term growth.

Dividend Yield: 2.5% (2024)
Dividend Growth: 5% annually (average of the last 3 years)

Shanghai M&G Stationery Inc. has regularly distributed dividends in recent years. The dividend yield was around 2.5% most recently, which can be considered solid compared to other companies in the industry.

The company has experienced a consistent dividend growth of an average of 5% per year in recent years. This indicates a reliable payout policy, supported by stable business results and a healthy financial foundation.

The reliability of dividend payments is supported by M&G Stationery's continuous profitability and strong market position. Analysts expect the company to be able to continue its dividend policy in the future, provided there are no significant market changes.