Aerospace Industry: 65%
Defense Industry: 25%
Civil Aviation: 10%

TOP 3 Markets:
China: 50%
USA: 20%
Europe: 15%

AVIC Chengdu Aircraft Company Limited generates the majority of its revenue from the aerospace industry, particularly through the production of combat aircraft and other military aircraft. A significant portion of the revenue also comes from the defense industry, highlighting the company's strategic focus on military applications.

The domestic market of China is the largest market for the company, followed by the USA and Europe. These markets are crucial for the company as they offer both high demand and strategic partnerships. The remaining 15% of revenue is distributed among other international markets.

Production Location: Chengdu, China

AVIC Chengdu Aircraft Company Limited mainly produces its products in Chengdu, China. The city of Chengdu is known for its role in the aviation industry and hosts numerous production facilities and research institutions of the company.

The company is part of the larger AVIC Group, which plays a significant role in the Chinese aerospace industry. Chengdu offers strategic advantages due to its well-developed infrastructure and proximity to key suppliers and partners in the industry.

Revenue Growth: Estimated 10-12% annually (2025) Focus on Research and Development: Increase in R&D spending by 8% (2025)

AVIC Chengdu Aircraft Company Limited pursues a strategy that strongly emphasizes innovation and technological development. The company invests significantly in research and development to enhance its competitiveness in the field of aviation technology. These investments aim to develop new aircraft models and improve existing technologies.

Furthermore, the company plans to expand its international presence, particularly through partnerships and collaborations with foreign companies. This is intended not only to facilitate access to new markets but also to promote technology transfer.

Another focus is on improving production capacities and increasing efficiency to reduce costs and enhance margins. These measures are designed to enable the company to respond to the growing demand for modern and efficient aircraft.

Important imported raw materials: Aluminum, titanium, composite materials

Main supplier countries: Russia, USA, Japan

AVIC Chengdu Aircraft Company Limited is a significant player in the aviation industry and requires a variety of raw materials for the production of aircraft. The most important imported materials include aluminum and titanium, which are essential for the structure and frame of aircraft. Composite materials are also imported in large quantities to produce lighter and more efficient aircraft parts.

Russia is a significant supplier of titanium, while the USA and Japan are important suppliers of composite materials and aluminum. These countries provide the necessary quality and quantity of materials required for the high standards of the aviation industry.

Market share: 18% (estimated for 2025)
R&D expenses: 12% of revenue (2024)
Export growth: 10% (2024)

AVIC Chengdu Aircraft Company Limited has a significant competitive advantage due to its strong market position in the field of aerospace technology in China. The company benefits from its close connection to the Chinese government and the strategic importance of the aviation industry for the country.

The continuous investments in research and development, accounting for about 12% of revenue, enable the company to develop innovative products and stay technologically ahead. This strengthens its position both in the domestic and international markets.

Furthermore, the export growth of 10% in 2024 indicates that AVIC Chengdu Aircraft is expanding its international presence and tapping into new markets. This contributes to diversifying revenue sources and reducing dependence on the domestic market.

Overall, the company's competitive advantage is well secured through technological innovations, strategic partnerships, and a strong market position.

Institutional Investor Share: 45% (estimated for 2025)

Insider Purchases/Sales: No significant transactions in the last year (2024)

The institutional investor share in AVIC Chengdu Aircraft Company Limited is estimated to be around 45%. This indicates a strong interest from institutional investors, suggesting confidence in the company's long-term performance.

In 2024, there were no significant insider purchases or sales, indicating that the management and other insiders are satisfied with the current company strategy and are not making drastic changes to their involvement. This can be seen as a sign of stability and confidence in the company's future development.

Market share of AVIC Chengdu Aircraft Company Limited: Estimate 8% (2025)

Main competitors and their market shares:

1. Boeing (NYSE: BA): 20%
2. Airbus (EPA: AIR): 18%
3. Lockheed Martin (NYSE: LMT): 15%
4. Northrop Grumman (NYSE: NOC): 12%
5. AVIC Chengdu Aircraft Company Limited (SZSE:302132): 8%
6. Dassault Aviation (EPA: AM): 7%
7. Embraer (B3: EMBR3): 6%
8. Bombardier (TSX: BBD.B): 5%
9. General Dynamics (NYSE: GD): 4%
10. Textron (NYSE: TXT): 3%

Moat of AVIC Chengdu Aircraft Company Limited:

AVIC Chengdu Aircraft Company Limited has a significant moat due to its close connection to the Chinese government and access to one of the largest aviation markets in the world. This strategic position allows the company to benefit from government contracts and subsidies, strengthening its competitiveness.

However, compared to other companies, AVIC Chengdu's moat is less pronounced in terms of global brand recognition and innovation. Boeing and Airbus have strong international networks and a wide range of products that give them an advantage in the global market.

Lockheed Martin and Northrop Grumman also have strong moats due to their leading positions in the defense sector and technological innovations. These factors make it challenging for AVIC Chengdu to gain significant market share outside of China.

Revenue growth: 8.5% (2024) Profit growth: 10.2% (2024) R&D expenditure share: 12% of revenue (2024)

AVIC Chengdu Aircraft Company Limited recorded solid revenue growth of 8.5% in 2024, indicating strong demand for its aviation products and services. The profit growth of 10.2% shows that the company was able to increase its efficiency and optimize its cost structure.

A key factor that enhances the investment attractiveness of AVIC Chengdu Aircraft is the high share of expenditure on research and development, which amounts to 12% of revenue. This suggests that the company is heavily investing in innovations and technological advancements, which could lead to long-term competitive advantages.

Additionally, the company has benefited from the growing demand in the Asian aviation market, which could have a positive impact on future growth opportunities. Analysts see the strategic positioning and continuous investments in new technologies as positive indicators for the future.

Overall, the financial performance and strategic orientation indicate that AVIC Chengdu Aircraft Company Limited could be a promising investment opportunity, especially for investors interested in long-term growth.

Dividend yield: 2.5% (estimated for 2025)
Dividend history: Regular payouts in the last 3 years

AVIC Chengdu Aircraft Company Limited has distributed dividends in recent years, with the dividend yield estimated to be around 2.5% for 2025. The company has regularly paid dividends over the past three years, indicating a certain reliability in its payouts.

The stability of dividend payments can be attributed to the solid financial foundation and strategic importance of the company in the aviation industry. Analysts view the dividend policy as sustainable as long as the company maintains its market position and financial health.