Industry Revenues:

1. Energy Generation (Thermal, Wind, Solar): approx. 60%
2. Electrical Equipment and Services: approx. 25%
3. Environmental Technology and Others: approx. 15%

TOP 3 Markets:

1. China: approx. 70%
2. Southeast Asia: approx. 15%
3. Africa: approx. 10%

Dongfang Electric Corporation Limited generates the majority of its revenues from energy generation, particularly through thermal, wind, and solar plants. The Chinese market dominates the revenue distribution, driven by the strong demand for energy infrastructure and the expansion of renewable energies in China.

Southeast Asia and Africa are also significant markets, with growing demand for electrical equipment and services in these regions, supported by development projects and investments in infrastructure.

Production Sites: Chengdu, Deyang, Zigong, Wuhan (as of 2023)

Dongfang Electric Corporation Limited mainly produces its products in China. The main production facilities are located in the cities of Chengdu, Deyang, and Zigong in Sichuan Province, as well as in Wuhan in Hubei Province.

These sites are strategically chosen to maximize logistical efficiency and ensure proximity to key suppliers and markets. The company is known for manufacturing power plants, including steam turbines, generators, and other electrical equipment.

Strategic Priorities:

• Renewable Energies: Expansion of capacities in wind and solar energy
• Technological Innovation: Investments in research and development
• International Expansion: Accessing new markets in Asia and Africa

Dongfang Electric Corporation Limited has increasingly focused on expanding renewable energies in recent years. The company is investing significantly in the development of wind and solar power plants to meet the growing global demand for clean energy.

In addition, Dongfang Electric places great emphasis on technological innovation. By increasing expenditures on research and development, the company aims to strengthen its competitiveness and develop new, more efficient technologies.

Another essential component of the growth strategy is international expansion. Dongfang Electric aims to expand its presence in emerging markets in Asia and Africa to benefit from the demand for energy infrastructure in those regions.

Main raw materials: Steel, Copper, Aluminum, Rare Earths

Main importing countries:

• Steel: China, Japan, South Korea
• Copper: Chile, Peru
• Aluminum: Australia, Russia
• Rare Earths: China, USA

Dongfang Electric Corporation Limited imports a variety of raw materials necessary for the production of energy plants and components. Steel, copper, and aluminum are essential materials for the production of turbines and other electrical devices. These materials are mainly imported from Asian countries such as China, Japan, and South Korea, known for their steel production.

Copper is mainly sourced from South America, especially from Chile and Peru, which are leading copper producers worldwide. Aluminum is often imported from Australia and Russia, as these countries have significant bauxite reserves required for aluminum production.

Rare earths, used in the production of high-tech components, mainly come from China, which dominates the global market, as well as from the USA, which also has significant reserves. These raw materials are crucial for the production of high-performance magnets and other specialized components in energy generation.

Market Share in China: Approximately 20% (estimated, 2023)
R&D Investments: 5% of revenue (2023)
International Presence: Over 60 countries (2023)

Dongfang Electric Corporation Limited has a significant competitive advantage, especially in the domestic market in China, where it holds an estimated market share of about 20%. This is supported by their strong position in the power generation industry and their ability to deliver large projects.

The company continuously invests in research and development, with about 5% of revenue allocated to this area. These investments enable Dongfang Electric to develop innovative technologies and expand their product range, helping them to remain competitive.

Furthermore, Dongfang Electric has established a strong international presence in over 60 countries. This global reach allows them to benefit from growth opportunities in different markets and hedge against regional fluctuations.

Institutional Investor Share: Estimated around 40% (2025)
Insider Buys/Sells: No significant transactions reported (2025)

The institutional investor share in Dongfang Electric Corporation Limited is estimated to be around 40%. This demonstrates a solid confidence from institutional investors in the company's long-term prospects.

In 2025, no significant insider buys or sells were reported. This could indicate that the management has confidence in the current valuation of the company and does not expect drastic changes in the ownership structure.

Market share of Dongfang Electric Corporation Limited: Estimate 8% (2025)

Main competitors and their market shares:

1. General Electric (GE): Estimate 15% (2025)
2. Siemens Energy: Estimate 12% (2025)
3. Mitsubishi Heavy Industries: Estimate 10% (2025)
4. Shanghai Electric Group: Estimate 9% (2025)
5. Dongfang Electric Corporation Limited: Estimate 8% (2025)
6. Hitachi Energy: Estimate 7% (2025)
7. Alstom: Estimate 6% (2025)

Dongfang Electric Corporation Limited is a significant player in the field of power generation equipment, especially in Asia. The market share of approximately 8% indicates that the company holds a strong position, but lags behind some of the global giants like General Electric and Siemens Energy.

Dongfang Electric's moat lies in its strong presence in the Asian market, particularly in China, where it benefits from government contracts and close collaboration with the Chinese government. This strategic position provides some protection against international competitors.

However, compared to its competitors, Dongfang Electric has a less pronounced global moat. Companies like General Electric and Siemens Energy have a broader international presence and diversified product portfolios, giving them a competitive advantage on a global scale.

In summary, Dongfang Electric has a solid regional advantage but lags behind in the global context compared to larger, diversified companies with stronger moats.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Order Backlog: 15% Increase (2024)

Dongfang Electric Corporation Limited recorded a solid revenue growth of 8.5% in 2024, indicating strong demand for its products and services. The profit growth of 10.2% during the same period shows that the company is operating efficiently and managing its costs well.

The company's order backlog has increased by 15%, pointing to positive business development and future revenue. These metrics suggest that the company is in a stable financial position and has potential for further growth.

In addition, Dongfang Electric has invested in new technologies and sustainable energy solutions in recent years, positioning the company well for future market demands. These strategic investments could lead to a stronger market position and higher margins in the long term.

Overall, the fundamental data and strategic direction indicate that Dongfang Electric Corporation Limited's stock represents an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend yield: 4.5% (2025, estimated)
Dividend history: Continuous payout over the last 5 years

Dongfang Electric Corporation Limited has regularly distributed dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield for 2025 is around 4.5%, which can be considered attractive compared to other companies in the industry.

The company has pursued a consistent dividend policy over the past five years, indicating a solid financial foundation and a stable business model. Therefore, investors can expect a certain level of reliability regarding future dividend payments, as long as there are no significant changes in the operational business or financial situation.