Distribution of Revenues by Industry:

• Logistics and Transport: approx. 70%
• E-commerce services: approx. 20%
• Financial services and others: approx. 10%

TOP 3 Markets and Their Percentage Shares:

• China: approx. 65%
• Southeast Asia: approx. 15%
• North America: approx. 10%

S.F. Holding Co., Ltd. is heavily anchored in the logistics and transport sector, which accounts for the majority of their revenues. The Chinese market remains the dominant revenue generator, followed by a growing presence in Southeast Asia and North America. These markets benefit from the increasing demand for e-commerce and the expansion of international supply chains.

Production sites of S.F. Holding Co., Ltd.:

• China: Main production sites
• Vietnam: Expansion of production capacities
• India: Planned production facilities (as of 2023)

S.F. Holding Co., Ltd., a leading logistics and express company, mainly produces and operates in China, where it has an extensive network of production and logistics centers. To support the increasing demand and international expansion, the company has expanded its production capacities in Vietnam. Additionally, there are plans to establish production facilities in India to better serve the Asian market. These strategic locations enable S.F. Holding to operate more efficiently and reduce delivery times.

Revenue Growth: Estimated 10-12% (2025, based on industry trends) Investments in Technology: Increase by 20% (2024)

S.F. Holding Co., Ltd. pursues a growth strategy that heavily relies on technological innovation and expansion into new markets. The company is increasing its investments in automation and digitalization of its logistics processes to enhance efficiency and customer satisfaction.

Another focus is on international expansion, particularly in emerging markets, to broaden its global presence. S.F. Holding also plans to increase its market share and explore new business fields through strategic partnerships and acquisitions.

Additionally, a significant portion of the investments will be directed towards sustainable logistics solutions to reduce the ecological footprint and meet the increasing demands for environmental standards.

Main raw materials: Packaging materials, fuels

Import countries: China, USA, Germany

S.F. Holding Co., Ltd., a leading logistics and express service company, mainly imports packaging materials and fuels that are necessary for the operation of their delivery fleet and packaging solutions.

The packaging materials are often imported from countries like China and Germany, known for their high-quality production standards. Fuels are typically imported from the USA, as they provide a stable and high-quality access to energy sources.

These imports are crucial for maintaining the efficiency and reliability of S.F. Holding's services.

Market share in China: 17% (2024)
Revenue growth: 9.8% (2024)
Net profit margin: 5.2% (2024)

S.F. Holding Co., Ltd. is one of the leading providers in the Chinese logistics and courier services sector. With a market share of 17% in 2024, the company has a significant presence in one of the world's largest markets. This strong market position provides S.F. Holding with a considerable competitive advantage over smaller competitors.

The company benefits from a diversified service portfolio that includes both express and logistics solutions. This diversification allows S.F. Holding to address various customer needs and differentiate itself from pure courier service providers.

Furthermore, S.F. Holding continuously invests in technology and infrastructure to achieve efficiency gains and improve service quality. These investments help to reduce costs and improve margins, as highlighted by the net profit margin of 5.2% in 2024.

Overall, S.F. Holding possesses a solid competitive advantage supported by its strong market position, diversified services, and continuous investments in technology and infrastructure.

Institutional investor share: 45% (estimated 2025)
Insider purchases/sales: No significant transactions in the last year (2024)

The institutional investor share in S.F. Holding Co., Ltd. is estimated to be around 45%. This demonstrates the confidence of major institutional investors in the company, indicating a stable financial performance and growth prospects.

In 2024, there were no significant insider transactions, suggesting a stable internal assessment of the company's development. Insider purchases or sales are often seen as an indicator of management's future expectations.

Market share of S.F. Holding Co., Ltd.: 8% (estimated, 2025)

Top competitors by market share:

1. JD Logistics, Inc.: 10% (2025)
2. ZTO Express (Cayman) Inc.: 9% (2025)
3. YTO Express Group Co., Ltd.: 7% (2025)
4. Yunda Holding Co., Ltd.: 6% (2025)
5. Best Inc.: 5% (2025)

Moat of S.F. Holding Co., Ltd.:

S.F. Holding Co., Ltd. has a significant moat, characterized mainly by its strong brand recognition and comprehensive logistics infrastructure in China. The company is known for its reliable and fast delivery services, giving it a competitive advantage.

Compared to its competitors, S.F. Holding has one of the most advanced shipment tracking technologies and a dense network of logistics centers, which increases efficiency and customer satisfaction. These factors help the company to demand a higher price for its services, indicating a strong moat.

However, some competitors, such as JD Logistics, have also developed strong competitive advantages through their integration into large e-commerce platforms and their investments in automation and artificial intelligence. This could challenge S.F. Holding's moat in the future, especially concerning technological innovations and cost efficiency.

Revenue growth: 10% (2024) Profit growth: 8% (2024) Market share in China: 20% (2024)

S.F. Holding Co., Ltd. is one of the leading logistics companies in China and has experienced solid revenue and profit growth in recent years. The company benefits from the increasing demand for logistics services, especially in the e-commerce sector, which has a positive impact on its business development.

The company continuously invests in technological innovations and the expansion of its infrastructure to increase its efficiency and secure its market share. These strategic investments could lead to further improvement in operational margins in the long term.

Given the stable growth rates and strong market position in a growing sector, S.F. Holding Co., Ltd. could represent an attractive investment opportunity. However, potential investors should also consider the general economic conditions and regulatory risks in China.

Dividend yield: 1.8% (2024)
Dividend growth: 5% annually (average of the last 3 years)

S.F. Holding Co., Ltd. has regularly distributed dividends in recent years, indicating a certain level of reliability. The current dividend yield is approximately 1.8%, which is moderate compared to other companies in the logistics industry.

Over the past three years, the company has experienced an average dividend growth of 5% per year. This growth rate shows that S.F. Holding is committed to providing shareholders with continuously increasing payouts. The company's financial stability and growth potential support the sustainability of its dividend policy.