Industry Revenue Breakdown:

• Logistics and Transportation: approx. 85%
• E-commerce Services: approx. 10%
• Other Services: approx. 5%

TOP 3 Markets:

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

STO Express Co., Ltd generates the majority of its revenue from the logistics and transportation industry, which is typical for a company in the courier and parcel delivery sector. The Chinese market dominates the revenue, attributed to the strong presence and high demand for logistics services within China.

Southeast Asia and Europe are also significant markets that the company has tapped into through international expansion strategies. These markets offer growth potential as e-commerce continues to grow in these regions.

Production Sites: Mainly in China

STO Express Co., Ltd is a leading Chinese logistics and courier company. The production and operation of the company are mainly located in China. The company operates an extensive network of logistics centers and distribution facilities throughout the country to efficiently provide its services.

As STO Express is primarily a service company in the logistics sector, the focus is less on the production of physical products, but on the provision of transportation and delivery services.

Revenue Growth: Estimated 8-10% annually (2026)

STO Express Co., Ltd is pursuing a growth strategy that heavily focuses on technological innovation and international expansion. The company is investing significantly in improving its logistics technologies, including automation and artificial intelligence, to enhance efficiency and customer satisfaction.

Another key focus is on expanding their international presence, particularly in emerging markets in Asia and Europe. This is being done through strategic partnerships and acquisitions to leverage local market knowledge and networks.

In addition, STO Express places importance on sustainability by introducing eco-friendly delivery methods and packaging to reduce the ecological footprint and meet the increasing expectations of consumers.

Main Imported Materials: Packaging materials, fuel

Countries of Origin: China, USA, Saudi Arabia

STO Express Co., Ltd, as one of the leading logistics and courier companies in China, mainly imports packaging materials and fuel. Packaging materials are often imported from China itself and the USA to meet the requirements for sustainable and high-quality packaging.

Fuel, an essential component for the operation of the vehicle fleet, is mainly imported from Saudi Arabia, one of the world's largest exporters of oil. These imports are crucial to support the company's logistical infrastructure and ensure operational efficiency.

Market share in the logistics industry in China: approximately 10% (2025 estimate)
Revenue growth: 8.5% (2025)
Net profit margin: 5.2% (2025)

STO Express Co., Ltd. is one of the leading providers in the Chinese express delivery service sector. The company benefits from an established network and strong brand recognition, giving it a significant competitive advantage.

However, competition in the industry is intense, with major competitors like SF Express and ZTO Express also holding significant market shares. In recent years, STO Express has invested in technology and infrastructure to increase its efficiency and improve customer satisfaction, which has had a positive impact on revenue growth.

Despite the intense competition, STO Express's advantage lies in its ability to offer cost-effective solutions while maintaining high service quality. This is supported by the continuous optimization of the supply chain and the use of modern technologies.

Institutional Investor Share: Estimated at about 25% (2026)

Insider Trades: No significant transactions reported in the last year

The institutional investor share in STO Express Co., Ltd is approximately 25%, indicating a moderate interest from institutional investors. This is typical for companies in the logistics industry that offer stable but not excessively volatile returns.

No significant insider buys or sells were reported in the last year. This could suggest that the management and other insiders are satisfied with the current company strategy and valuation. A lack of insider activity can also indicate stable corporate governance and a clear vision for the future.

Market share of STO Express Co., Ltd: 10% (estimated for 2026)

Top competitors and their market shares:

1. SF Express: 20%
2. ZTO Express: 18%
3. YTO Express: 15%
4. Yunda Express: 12%
5. STO Express: 10%
6. Best Express: 8%
7. JD Logistics: 7%
8. Cainiao Network: 5%

Moat of STO Express: STO Express has a moderate moat, mainly based on its established network and brand awareness. The company benefits from a solid infrastructure and a broad customer base in China.

However, compared to its competitors, the moat of STO Express is less pronounced. SF Express and ZTO Express have larger market shares and benefit from more efficient logistics solutions and technological innovations. SF Express also has a strong focus on premium services, while ZTO Express excels in cost efficiency and economies of scale.

Overall, STO Express has a certain advantage due to its market presence, but it needs to continuously invest in technology and service quality to keep pace with the leading competitors and strengthen its moat.

Revenue Growth: 8.5% (2025) Net Income Growth: 6.2% (2025) Market Share in China: 12% (2025)

STO Express Co., Ltd recorded a revenue growth of 8.5% in 2025, attributed to stable demand in the logistics sector and effective expansion into new regions. Net income grew by 6.2%, indicating efficiency improvements and cost reduction measures.

The company holds a significant market share of 12% in China, one of the world's largest logistics markets. This provides a solid foundation for further growth, especially as the e-commerce sector continues to expand.

Future investment decisions should take into account STO Express's strategic initiatives, such as digitizing their logistics processes and expanding their international presence. These factors could further increase growth potential and strengthen their competitive position.

Dividend Yield: 2.5% (estimated for 2026)
Dividend History: Regular payouts over the past five years

STO Express Co., Ltd has regularly distributed dividends in recent years. The dividend yield is estimated to be around 2.5% for 2026, based on the latest available financial data and payout patterns.

The company has a solid dividend history, indicating a reliable payout. The stability of dividend payments is attributed to continuous business development and a strong market position in the logistics sector. Analysts expect STO Express to maintain its dividend policy unless significant market changes occur.