CTFO is a leading player in China's intelligent transportation system (ITS) market. It has subsidiaries specializing in various aspects of ITS including urban transportation systems, highway transportation systems, and location-based services. CTFO has experienced strong revenue growth in recent years and has a leading position in China's commercial vehicle monitoring and controlling market. The company is also developing next-generation ITS and location-based service applications for consumers. CTFO has over 946 employees including over 560 in R&D and has received numerous awards for its ITS technology.
2. Safe Harbor Statement
The market and industry information contained in this document has not been independently verified. No
representation or warranty, whether express or implied, is made as to, and no reliance should be placed on, the
fairness, accuracy, completeness or correctness of such information or opinions contained herein. Neither the
Company nor any of its affiliates, advisers or representatives shall have any liability whatsoever (in negligence
or otherwise) for any loss howsoever arising from any use of this document or its contents or otherwise arising
in connection with this document.
This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities
Act, and Section 21E of Exchange Act. Any statements about the Company's expectations, beliefs, plans,
objectives, assumptions or future events or performance are not historical facts and may be forward-looking.
These forward-looking statements are subject to a number of risks and uncertainties that cannot be predicted,
quantified or controlled and that could cause actual results to differ materially from those set forth in,
contemplated by, or underlying the forward-looking statements, including but not limited to fluctuations in
customer demand, management of rapid growth, intensity of competition from other providers of the Company's
products and services, general economic conditions, geopolitical events, regulatory changes, and other
information detailed in the "Risk Factors" section of the Company's Annual Report on Form 10−K for the year
ended December 31, 2010 and the Company's subsequent SEC filings, Further, any forward-looking statement
speaks only as of the date on which it is made, and the Company undertakes no obligation to update any
forward-looking statement or statements to reflect events or circumstances after the date on which such
statement is made or to reflect the occurrence of unanticipated events.
The information contained in this presentation does not constitute an offer of any securities nor does it contain
an invitation to subscribe for, purchase or sell any securities. No securities of the Company may be sold in the
United States without registration with the United States Securities and Exchange Commission (the "SEC") or
an exemption from such registration.
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3. COMPANY AND BUSINESS OVERVIEW
CTFO – A Leading Player in China’s Intelligent Transportation System (ITS) Market
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4. Key Investment Highlights
。 Large and growing market opportunities in the intelligent
transportation systems (“ITS”) market in China
。 First-mover advantage and leader in the ITS market in China
。 First-mover and well positioned in the large and growing
commercial vehicle location-based services (“LBS”) market
。 Leading developer of ITS and LBS application solutions with award-
winning technology
。 Nationally recognized brand name with solid track record
。 Experienced management team dedicated to the ITS/LBS industry
。 Strong financial position and profitability
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5. Corporate Overview
A pioneer of Intelligent Transportation Systems in China, founded by 3 graduates from Peking
University in 2000
A top brand name in the ITS industry, headquartered in Beijing with over 30 branches,
subsidiaries and affiliates throughout China
Listed on the NASDAQ since July 2008
946 employees, including over 560 in R&D
Awarded 2011 Deloitte Technology Fast 50 China and 2011 Forbes Asia 200 Best Under A Billion
Key Financials
Revenue ($ millions) Net Income (1) ($ millions)
2008-2012E CAGR 55.1% 2008-2012E CAGR 5.5%
16.8
167.0 170.0 15.5 15.1
13.6 14.0 14.0
122.7 11.3 13.0
11.1
63.7 73.4
60.3 5.8
6.4 5.3
4.8
29.4
2008 2009 2010 2011 2012E 1H 2011 1H 2012
2008 2009 2010 2011 2012E 1H 2011 1H 2012
(1) Non-GAAP results add back share-based compensation expense and GAAP Non-GAAP 5
amortization of intangibles obtained from acquisitions
6. Our Major Affiliates
China TransInfo Technology Corp. (CTFO)
China TransInfo Technology Group Co., Ltd.
100% 66.02% 1 51.56%
Beijing PKU Chinafront Beijing UNISITS Beijing Transwiseway
High Technology Technology Co., Ltd Information Technology
Co., Ltd. (UNISITS) Co., Ltd.
Specializes in urban ITS Specializes in highway ITS -engineering Specializes in commercial vehicle
electronics and machinery (E&M) systems controlling platforms and LBS
100% 51%
Shanghai Yootu Beijing Zhangcheng
Information Technology Science and Technology
Co., Ltd. Co., Ltd. (Palmcity)
The leading real time traffic data Specializes in consumer traffic information
provider in China products & services
1. Pursuant to certain Equity Transfer Agreements and the exercise of the option, China TransInfo
Technology Group Co., Ltd. owns an aggregate of 66.02% equity interest in UNISITS.
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7. Our Business Portfolio
Public Sector Commercial Consumer
Urban Transportation
Systems
Highway Transportation
Systems
Location-based
Services
Project-based Revenue Recurring Revenue
Revenue Contributor Under Development 7
8. China’s ITS Industry –
Large Public Demand, Large Private User Base
and a Fragmented Marketplace
The ITS Industry China ITS – Public Spending Breakdown (%)
• Government Entities
• Equipment Suppliers • Transportation Authorities PKU Chinafront
• Software Developers • Highway Companies subsidiary Urban Rail
• System Integrators Transit, 17.5%
• Platform Operators Urban
Transportation GPS
ITS Management Navigation
ITS Builders Others, System, 5.4%
Providers System, 25.2% 10.8%
& Service ITS
Providers
Industry
Urban Public
Chain Transportation,
Highway E&M
System , 19.3%
21.8%
ITS Users
Palmcity
PKU subsidiary
• Transportation Authorities Chinafront
• Automobile Manufacturers subsidiary UNISITS
• Taxi Companies/Bus Companies
• Logistics Companies subsidiary
• Other enterprise clients
Source: Forward Intelligence ITS Industry Research Team, 2010
• Individual users
A fragmented market:
Over 2,000 companies in China’s ITS industries
Over 500 companies in monitoring product manufacturing and sales
Over 200 companies in highway toll collection and related product manufacturing 8
9. The ITS Leader
Delivering the System Solutions for
Transportation Management
Product Line 1 – Public Sector Market (Project-based Revenue)
Providing ITS products and solutions focusing on highway and urban
system integration from the UNISITS AND PKU Chinafront subsidiaries
Intelligent Traffic Highway Toll Collection
Management Platform System
Transportation Hub Highway Communication
System Urban Highway System
Metro Transit Passenger ITS Highway Monitoring
Information System System
Geographic Information Energy Saving Lighting
System Control
...
...
...
9
10. Large and Growing Public Demand in
ITS Implementation & Maintenance
(UNISITS, PKU Chinafront)
Public ITS Spending 2010-2013E Long-Term Public Demand for ITS
($ in Billions) China has a strong mandate to extensively
CAGR = 25%
8.8 deploy Intelligent Transportation System (ITS)
7.0 so as to improve transportation management
5.8
4.5
Approximately 1-2% of highway investment in
China is related to IT solutions, as compared
to 7-10% in developed countries
2010 2011 2012E 2013E
Source: CCW Research, 2010 Expected vast, robust and long-term
government spending in various ITS
Spending sectors through at least 2020, with annual
Breakdown Highway spending be over $6 billion in the next three
ITS years
Other ITS
32%
27%
Massive deployment of ITS has created a
Urban ITS large long-term ITS service and maintenance
41% market, as well as a tremendous market in
various ITS related LBS
Over 200 mid-size cities will install transportation monitoring
facilities in the next 5 years
Source: Communication World Week, 2010
China’s fast-expanding highways and massive investment in ITS technology services
and upgrades present tremendous growth opportunities
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11. The ITS Leader
Delivering the ITS +LBS Solutions for
Commercial Vehicles – Safety and Fleet Efficiency
Product Line 2 – Commercial Market (Recurring Revenue)
MoT authorizes Beijing Transwiseway to perform national Monitoring / Control
services for an addressable market of 11+ million commercial vehicles.
National Commercial Vehicles Monitoring CTFO as designer and operator
and Controlling Center (CVMC)
• Monitoring and Controlling
Ministry of Transport (MoT) commercial vehicles for MoT
CTFO as designer, operator, and owner
National Commercial Vehicles • Providing Location based services
Service Platform
(LBS): Value added services, GPS
CTFO (Beijing Transwiseway) application
• Opportunities to monetize from
vehicle memberships
All commercial vehicles – commercial passenger buses and trucks (11M+) 11
12. Strong Outlook for Commercial Demand
in ITS+LBS - Safety and Fleet Efficiency
(China TransWiseway)
Number of Commercial Vehicles in China Commercial Vehicles in China
(millions) (millions)
2005-2010 CAGR 9.1% Passenger Vehicles, 0.83
10.87 11.33
9.3
8.02 8.5
7.33
2005 2006 2007 2008 2009 2010 Trucks,
10.5
Source: 2011 National Bureau of Statistics of China
With 80% of serious car accidents caused by commercial vehicles and 37% of commercial vehicles
running unloaded due to the lack of logistical LBS solutions, commercial vehicle management
services are required to improve transportation safety and efficiency
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13. The ITS Leader
Defining the Emerging Market for
Next-Generation ITS Applications
Next Generation Applications – Consumer Market (Recurring Revenue)
Developing next generation ITS+LBS solutions to drivers and pedestrians through
in-car terminals and/or smart phones by Palmcity AND Yootu
Accessed to real-time traffic data and applications
Key partnerships:
China Mobile
Baidu
Dongfeng Yulon Motor
Xiamen King Long Motor
Telematics with dynamic routing based on real-time
traffic data, partnering with NISSAN
Smart phone ITS and LBS applications
13
14. Compelling Outlook for Consumer Demand
in ITS Services
(Palmcity, Yootu)
China’s Dynamic Traffic Information Service Market
(RMB in 10K)
Number of Private Vehicles in China
(millions)
1998-2011 CAGR 39.4%
78.7
65.4
China Telematics Service Market(2008-2013E)
52.2
($ in millions)
41.7 In-dash Market C-PND Market GPS Smart Phones Market
28.8 600.0
23.3 500.0
18.5
12.214.8 400.0
7.7 9.7
4.0 5.3 6.3
300.0
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 200.0
100.0
Source: 2011 National Bureau of Statistics of China 0.0
2008 2009 2010 2011E 2012E 2013E
Source: Forward Consulting
Unprecedented transportation challenges arising
from the increase in the number of vehicles
necessitate ITS solutions to improve transportation efficiency 14
15. Leading Developer in ITS and LBS Solutions
with Award-Winning Technology
A Leading Developer of Commercial Vehicle
Sophisticated Technology in ITS
Controlling and ITS+LBS Platform
• A pioneer in developing technology of Geographic • A developer of the Monitoring and Controlling
Information System (“GIS”) Platform and the Information and Services Platform
• Sophisticated Technologies used by National Commercial Vehicle Management
Passenger flow detection and analysis Services
Electronic Toll Collection • Nationally leading technology in Telematics
Highway electronics & machinery system Service Provider (“TSP”) platform
• A Pioneer in developing Real-time Traffic
Information products and services
Substantial Awards Received
• Participated in the establishment of National
Technology Standard:
• Honored with nine achievement awards, including 1) Commercial Vehicles Control and
the National Transportation Planning System and Monitoring Platform Technology
Digital City Program award;
2) Commercial Vehicles Terminal Technology
• Granted 126 software copyrights and 11 patents
3) Commercial Vehicles Information
Transmission Technology
Our award-winning technology ensures our leading position in
in the ITS and LBS markets and provide customers
with unique product/service experiences 15
16. Nationally Recognized R&D Ability Teamed
with Top-Tier Universities
Research Partnerships
Internal R&D Capabilities
with Top-Tier Universities
Around 60% of the Company‟s employees
are researchers with extensive experience
in the GIS and transportation information
industry
Long history of excellence in R&D; two of
our founders, our CEO Xia, and VP Zhibin
Lai obtained their Ph.D. degrees from the
Remote Sensing and GIS Institute at
Peking University
Strategic Partnerships
Major operating units have ties to China‟s
top research universities (UNISITS with
Tsinghua University)
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17. A Strong Brand Name
Backed by a Solid Track Record
Top Ten Clients in 2011
„2011 Sales % of Total
Rank Name Description
($000) Sales
1 Hebei Expressway Administration Bureau Local governmental highway construction $16,804 10.06%
department
2 Zhejiang Huangqunan Highway Co., Ltd. State-owned highway construction company 15,280 9.15%
3 Hubei Chutian Ebei Expressway Co., Ltd. State-owned highway construction company 6,880 4.12%
4 Guizhou Expressway Construction & Development State-owned highway construction company 5,420 3.25%
Corporation
5 Shanxi Xinfu Expressway Construction Administrative Local governmental highway construction 5,414 3.24%
Bureau company
6 Shandong Expressway – Tsingtao Highway Co., Ltd. State-owned highway construction company 4,661 2.79%
7 Shenzhen Highway Transportation Service Center City-level governmental department 3,707 2.22%
8 Sichuan Guangnan Expressway LLC State-owned highway construction company 3,431 2.05%
9 Xinjiang Communications Construction Administrative Local governmental highway construction 3,335 2.00%
Bureau company
10 Heilongjiang Qitai Highway Construction Bureau Local governmental highway construction 3,216 1.93%
company
Total 68,148 40.80%
Our long-term working relationship with the country’s transportation regulators provides
us with the reputation and credibility that we leverage in marketing to potential clients 17
18. Successfully Staged Growth Strategy
Leading provider of information products and
Urban ITS solutions in the urban ITS segment
Expand into the highway ITS business by leveraging
Highway ITS the acquisition of UNISITS to significantly increase
market share
Enhance organic growth through expanding product
lines in value-added ITS, real time traffic service
ITS+LBS platforms, and commercial vehicle ITS+LBS
Strengthen strategic leadership position in the
evolving ITS marketplace through active innovations
Innovative ITS of new ITS applications to secure solid future growth
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19. Experienced Management Team Dedicated to
the ITS Industry
Industry/
Name Title Background
CTFO Experience
Founded Beijing PKU Chinafront High
Chairman, CEO & 10+ years Technology Co., Ltd in 2000
Shudong Xia
Co-founder 10+ years
PhD in Remote Sensing from Peking University
Executive VP of Formerly VP of First City Investment Inc. of
10+ years
Danxia Huang Operations and Hong Kong and CEO of an internet company
5+ years
Director MBA from Murdoch University of Australia
Held financial executive positions in several
companies including Fortune 500 company
15+ years Interpublic Group Asia Pacific
Roger Zhang CFO Joined CTFO in
Jan. 2011 MBA from J. Mack Robinson School of
Business, Georgia State University; U.S. CPA,
internal control & SOX 404 expert
Held senior GIS positions at Fangda Century
15+ years
Group (Beijing) and GEOBasic
Zhibin Lai VP & Co-founder 10+ years
PhD in Remote Sensing from GIS Institute at
Peking University
VP of R&D & 15+ years Professor in Remote Sensing and Geography
Zhiping Zhang
Co-founder 10+ years Information Institute at Peking University
GM of Beijing PKU Chinafront High Technology
VP & GM of 15+ years Co., Ltd since Jun. 2010 and GM of UNISITS
Shan Qu
UNISITS 2+ year since Nov. 2002
MBA from Tsinghua University 19
20. Independent Directors
Industry /
Name Title Background
CTFO Experience
General Partner at $4b+ SAIF
15+ years of experience in Partners, one of top China-focused
Brandon Ho-Ping Independent capital market including 10 private equity funds
Lin Director years in China private equity
3+ years Former VP of Investment Banking with
Credit Suisse / DLJ New York
Senior Partner of Trien Rosenberg
Rosenberg Weinberg Ciullo & Fazzari,
Independent 40+ years in accounting and LLP, a certified public accounting and
Jay Trien Director, Chair of finance business consulting firm
Audit Committee 3+ years Expertise in tax planning and
strategies for financing growth of high-
tech companies
Independent
40+ years in the electronics Former Chairman of the Board of Intel
Director, Chair of
Dan Liu and information sectors; (China) and former Senior Advisor to
Compensation
3 + years Motorola (China)
Committee
Independent
20+ years in IT, including 9 Deputy Chief Technology Officer of the
Director, Chair of
Zhongsu Chen years at Wall Street firms; Shanghai Stock Exchange from 2001
Nominating
3+ years to 2005
Committee
Independent 10+ years of experience in Executive Director of Investment
Director investment banking services Banking with Guotai Junan Securities,
Xingming Zhang
for transportation industry; one of the largest investment banking 20
2+ years and securities companies in China
23. Strong Financial Position
Key Balance Sheet Items
(US$ in thousands) Jun 30, 2012 Dec 31, 2011
Cash and Equivalents $26,934 $45,033
Account Receivables, Net 45,673 36,902
Cost and Estimated Earnings in Excess of
58,945 42,918
Billings on Uncompleted Contracts
Total Current Assets 176,896 158,898
Total Assets 231,797 211,507
Accounts Payable 43,692 29,010
Short-Term Debt: Notes Payable 7,434 7,791
Total Current Liabilities 73,025 61,606
Other Long-Term Liabilities 27 -
Total Shareholders‟ Equity 158,745 149,902
Total Liabilities and Shareholders’ Equity 231,797 211,507
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24. Stock at a Glance
Listed on NASDAQ Global Market CTFO
Price (August 14, 2012) $5.56
Shares Outstanding 25.3 m
Market Capitalization $140.5 m
Revenue (ttm) $154.0 m
Net Income (ttm) (GAAP) $13.0 m
EPS (ttm) (GAAP) $0.51
Net Income (ttm) (Non-GAAP) * $14.0 m
EPS (ttm) (Non-GAAP) * $0.55
* Non-GAAP results add back share-based compensation expense and amortization of intangibles
obtained from acquisitions 24
25. Contact Information
Company Contacts: Investor Relations Contacts:
China TransInfo Technology Corp. CCG Investor Relations
9th Floor, Vision Building 330 Madison Ave.
No.39 Xueyuan Lu, Suite 910
Haidian District, Beijing 100191,
New York, NY 10017
P.R. China
Mr. John Harmon, CFA, Account Manager
Ms. Fan Zhou
Email: john.harmon@ccgir.com
IR Director
Phone: +86 10 8573 1014
Phone: +86 10 5169 1657
Email: ir@ctfo.com
Mr. Crocker Coulson, President
Website: www.chinatransinfo.com
Email: crocker.coulson@ccgir.com
Phone: +1 (646) 213-1915
Independent Auditor
BDO China Li Xin Da Hua CPAs Co., Ltd.
Legal Counsel
Pillsbury Winthrop Shaw Pittman LLP
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