Revenue distribution by industry:

1. Construction industry: approx. 35%
2. Automotive industry: approx. 25%
3. Mechanical engineering: approx. 20%
4. Household appliances: approx. 10%
5. Other: approx. 10%

TOP 3 markets and their percentage shares:

1. China: approx. 40%
2. Taiwan: approx. 30%
3. Southeast Asia: approx. 15%

China Steel Corporation generates the majority of its revenue from the construction industry, followed by the automotive industry and mechanical engineering. These sectors are traditionally strong consumers of steel products, which explains the distribution.

The largest market for China Steel Corporation is China, attributed to the proximity and high demand in the construction and infrastructure sectors. Taiwan, as the home market, also plays a significant role. Southeast Asia shows growing potential as the region becomes increasingly industrialized.

Production Sites:

• Main Production Site: Kaohsiung, Taiwan
• Other Production Sites: Vietnam, India, Malaysia

China Steel Corporation (CSC) operates its main production site in Kaohsiung, Taiwan. This facility is one of the largest and most modern of its kind in the region and forms the core of the company's production capacities.

In addition, CSC has expanded its production capacities internationally in recent years to meet the growing demand in Asia. This includes production sites in Vietnam, India, and Malaysia, strategically located to efficiently serve both local and international markets.

Strategy for Future Growth:

1. Diversification of Product Range: China Steel Corporation plans to diversify its product range to meet the increasing demands of global markets. This includes developing new steel products with higher added value.

2. Investments in Green Technologies: The company is heavily investing in environmentally friendly production methods and technologies to reduce CO2 emissions and produce more sustainably. This is part of their long-term strategy to meet global environmental standards.

3. Expansion of International Presence: China Steel Corporation is pursuing a strategy of geographical expansion to tap into new markets and strengthen its international market presence. This involves both expanding existing plants and establishing new production facilities abroad.

These strategic initiatives aim to make the company more resilient to market volatilities while also unlocking new growth opportunities.

Imported raw materials: Iron ore, coal, nickel
Main suppliers of iron ore: Australia, Brazil
Main suppliers of coal: Australia, Indonesia
Main suppliers of nickel: Philippines, Indonesia

China Steel Corporation mainly imports iron ore and coal, the essential raw materials for steel production. Australia and Brazil are the leading suppliers of iron ore due to their large deposits and well-developed export infrastructure.

Coal is primarily sourced from Australia and Indonesia, as these countries have abundant coal reserves and are geographically well located. Nickel, which is needed for stainless steel production, is mainly imported from the Philippines and Indonesia, as these countries are significant nickel producers.

These import strategies enable China Steel Corporation to ensure a stable supply of necessary raw materials and at the same time benefit from competitive prices and high quality of these materials.

Market share in Asia: 12% (2024, estimated)
Production capacity: 20 million tons of steel per year (2023)
R&D expenses: 2% of revenue (2023)

China Steel Corporation (CSC) has a significant competitive advantage due to its strong market presence in Asia, especially in Taiwan. With an estimated market share of 12% in the region, CSC can benefit from the growing demand for steel in emerging markets.

The production capacity of 20 million tons per year enables the company to handle large orders and benefit from economies of scale. This strengthens its position against smaller competitors.

Additionally, CSC continuously invests in research and development, accounting for about 2% of revenue. These investments in innovation and efficiency enhancement help reduce production costs and improve product quality, ultimately securing the company's competitiveness in the long term.

Institutional Investor Share: Estimated 45% (2025)
Insider Buys/Sells: No significant changes reported (2025)

The institutional investor share in China Steel Corporation is estimated to be around 45%. This demonstrates the confidence of large institutional investors in the company's long-term stability and growth potential.

Regarding insider buys and sells, no significant changes were reported in 2025. This could indicate that the management and insiders are satisfied with the current company strategy and performance, and see no need for major adjustments.

Market share of China Steel Corporation: Estimated 10% (2025)

Top competitors and their market shares:

1. Baowu Steel Group: 15%
2. ArcelorMittal: 12%
3. Nippon Steel Corporation: 11%
4. China Steel Corporation: 10%
5. POSCO: 9%
6. JFE Steel Corporation: 8%
7. Tata Steel: 7%
8. Hyundai Steel: 6%
9. Thyssenkrupp Steel Europe: 5%
10. Nucor Corporation: 4%

China Steel Corporation has a significant market share in the steel industry, especially in Asia. The company's moat is based on its strong regional presence, particularly in Taiwan, and its ability to offer high-quality steel products at competitive prices. Proximity to key Asian markets and the strategic location in Taiwan provide logistical advantages.

Compared to major competitors like Baowu Steel Group and ArcelorMittal, which have larger production capacities and a broader global presence, China Steel Corporation's moat is less pronounced. These companies benefit from economies of scale and a diversified product range that give them a competitive edge.

China Steel Corporation needs to focus on innovation, efficiency improvements, and expanding into niche markets to strengthen its moat and compete with larger global players.

Revenue Growth: 8% (2024) Profit Growth: 5% (2024) Market Share in Asia: 12% (2024)

China Steel Corporation recorded a revenue growth of 8% in 2024, driven by strong demand for steel products in Asia. The company was able to expand its market share in the region to 12%, strengthening its position as one of the leading steel producers in Asia.

Despite intense competition in the steel industry, China Steel Corporation achieved a profit growth of 5%. This can be attributed to efficiency improvements and cost reduction measures that the company has implemented in recent years.

The long-term outlook for the steel industry in Asia is positive, especially due to ongoing urbanization and infrastructure projects. China Steel Corporation is well positioned to benefit from these trends, making the stock a potentially attractive investment.

Dividend Yield: 5.2% (2025)
Dividend History: Consistent payout over the last 5 years

China Steel Corporation regularly pays dividends to its shareholders. The dividend yield for the year 2025 is 5.2%, which is considered attractive compared to other companies in the steel industry.

Over the past five years, the company has pursued a consistent dividend policy, indicating a reliable payout. This stability is attributed to China Steel Corporation's solid financial performance and strong market position. Analysts expect the company to continue to pay dividends at a similar level in the future, provided that no significant market changes occur.