Industry Revenues:

1. Wind Energy: approx. 70%
2. Solar Energy: approx. 20%
3. Other Renewable Energies (e.g. Biomass): approx. 10%

TOP 3 Markets and their Percentage Shares:

1. China: approx. 85%
2. Southeast Asia: approx. 10%
3. Europe: approx. 5%

China Datang Corporation Renewable Power Co., Limited generates the majority of its revenues from the wind energy sector, followed by solar energy and other renewable energy sources. The domestic market China dominates the revenue distribution, attributed to strong government support and high demand for renewable energies in the region.

Southeast Asia and Europe are also significant markets, with the company benefiting from the increasing acceptance of renewable energies in these regions. Strategic expansion into these markets could lead to further revenue diversification in the future.

Production Sites: Mainly in China

China Datang Corporation Renewable Power Co., Limited is a leading company in the field of renewable energy in China. The company mainly operates and develops wind and solar energy projects. The production sites and energy projects are predominantly located in various provinces of China, where it benefits from the geographical and climatic conditions to efficiently generate renewable energy.

The focus on the domestic market enables the company to meet the growing demand for clean energy in China while also benefiting from government support programs for renewable energy.

Current Strategy: Diversification and Technological Innovation

Target Markets: Southeast Asia and Africa

China Datang Corporation Renewable Power Co., Limited is pursuing a growth strategy focused on diversifying its energy sources and expanding into international markets. The company is increasing its investments in wind and solar energy projects to reduce its reliance on traditional energy sources and enhance sustainability.

Another key focus is on technological innovation to improve the efficiency of existing facilities and reduce operating costs. This includes the use of advanced monitoring systems and the integration of artificial intelligence to optimize energy yield.

Additionally, the company aims to expand its presence in emerging markets such as Southeast Asia and Africa, where the demand for renewable energy is growing. These markets offer significant growth opportunities due to the increasing demand for sustainable energy sources and support from local governments.

Main raw materials: Wind turbines, solar modules, batteries
Main supplying countries: Germany, USA, China, South Korea

China Datang Corporation Renewable Power Co., Limited mainly imports components for wind turbines and solar modules needed for its renewable energy projects. The wind turbine components are often sourced from Germany and the USA, as these countries are leading in the production of high-quality wind power technology.

Solar modules and batteries are frequently imported from China and South Korea. These countries are known for their advanced technology and cost-effective production in the field of renewable energies. Relying on these imports is part of the strategy to maximize the efficiency and performance of their renewable energy facilities.

Market share in wind energy: 6.5% (2025, estimate)
Market share in solar energy: 4.2% (2025, estimate)
EBITDA margin: 42% (2025, estimate)

China Datang Corporation Renewable Power Co., Limited has a significant competitive advantage in the renewable energy sector, especially due to its strong presence in the Chinese market. The company benefits from being part of China Datang Corporation, one of China's largest energy providers, giving it access to extensive resources and capital.

The competitive advantage is strengthened by strategic positioning in wind and solar energy, with the company continuously investing in new technologies and infrastructure. The high EBITDA margin of 42% in 2025 demonstrates the efficiency and profitability of the company compared to many competitors.

Additionally, China Datang benefits from government subsidies and support programs that promote the expansion of renewable energies in China. Together, these factors give the company a solid competitive edge in a rapidly growing market.

Institutional Investor Share: 45% (estimated, 2026)
Insider Buys/Sells: No significant transactions reported (2026)

The institutional investor share in China Datang Corporation Renewable Power Co., Limited is estimated to be around 45%. This demonstrates the confidence of institutional investors in the company and its growth prospects in the renewable energy sector.

In 2026, no significant insider buys or sells were reported. This could indicate that the management and other insiders currently do not expect any significant changes in the company's valuation.

Market share of China Datang Corporation Renewable Power Co., Limited: Estimated 5-7% (2026)

Top competitors and their market shares:

1. China Longyuan Power Group Corporation Limited: 10-12%
2. Huaneng Renewables Corporation Limited: 8-10%
3. China Resources Power Holdings Company Limited: 7-9%
4. Goldwind: 6-8%
5. China Power International Development Limited: 5-7%
6. Huadian Fuxin Energy Corporation Limited: 4-6%
7. CGN New Energy Holdings Co., Ltd.: 3-5%
8. Concord New Energy Group Limited: 2-4%
9. Beijing Jingneng Clean Energy Co., Limited: 2-4%
10. Datang International Power Generation Co., Ltd.: 1-3%

Moat of China Datang Corporation Renewable Power Co., Limited:

China Datang Corporation Renewable Power Co., Limited has a moderate moat, mainly supported by its strategic positioning in the Chinese market and government support. Access to favorable financing and integration into the larger Datang Group provide certain advantages.

Compared to competitors, China Longyuan Power has a stronger moat as the largest wind power operator in China with a more extensive network and greater economies of scale. Huaneng Renewables also benefits from a strong market position and diversified energy projects.

Overall, the moat of China Datang Corporation Renewable Power Co., Limited is less pronounced compared to industry leaders, attributed to intense competitive conditions and the similarity of services offered. Nevertheless, the company remains competitive due to its government support and strategic alliances.

Revenue growth: 8.5% (2025) Profit growth: 10.2% (2025) Market share in the renewable energy sector in China: 12% (2025)

China Datang Corporation Renewable Power Co., Limited has experienced solid revenue and profit growth in recent years, indicating a strong position in the growing market for renewable energy in China. The company benefits from increased government support for renewable energy and the growing demand for sustainable energy sources.

The strategic focus on expanding wind and solar energy projects, as well as investments in new technologies to increase efficiency, could further enhance growth potential. Furthermore, diversifying the energy portfolio strengthens market position and reduces risks associated with dependencies on individual energy sources.

Given these positive developments and favorable market conditions, the stock of China Datang Corporation Renewable Power Co., Limited appears as a promising investment for investors looking to capitalize on long-term growth in the renewable energy sector.

Dividend Yield: 3.5% (estimated for 2026)
Dividend History: Regular payouts in recent years

China Datang Corporation Renewable Power Co., Limited has regularly distributed dividends in recent years, indicating a certain level of reliability. The estimated dividend yield of 3.5% for 2026 suggests that the company continues to strive to return a portion of its profits to shareholders.

The reliability of dividend payments depends on several factors, including the financial stability of the company and the development of the energy market. Given the global shift towards renewable energies, the company could benefit from a positive market environment, which could support its dividend policy.