Power generation: 60%
Renewable energies: 25%
Transmission and distribution services: 15%

Top 3 markets:
Hong Kong: 50%
Australia: 30%
China: 15%

CLP Holdings Limited generates the majority of its revenues from power generation, with renewable energies making up a significant portion. The main market is Hong Kong, where the company holds a dominant position in the energy sector. Australia and China are also significant markets, with Australia playing an increasingly important role due to investments in renewable energies.

Production Sites:

CLP Holdings Limited is a leading energy company mainly engaged in power generation and distribution. The company does not produce physical products in the traditional sense, but generates and delivers electricity.

Main Regions of Power Generation:

• Hong Kong: CLP operates several power plants here, including the Castle Peak Power Station and the Black Point Power Station.
• Mainland China: Participations in various energy projects, including renewable energies.
• India: Various power plants are operated through the subsidiary CLP India, including renewable energy projects.
• Australia: Through the participation in EnergyAustralia, CLP is active in power generation and distribution.

CLP Holdings focuses on diversifying its sources of energy, including coal, gas, and renewable energies, to ensure a reliable and sustainable energy supply.

Focus on Renewable Energies: Increase the share to 30% by 2030
Investments in Infrastructure: 20 billion HKD by 2028
Digitalization: Implementation of Smart Grid technologies by 2027

CLP Holdings Limited pursues a strategy that is strongly focused on sustainability and technological innovation. The company plans to significantly increase the share of renewable energies in its portfolio to support the global trend towards decarbonization. By 2030, the share of renewable energies is to be increased to 30%.

In addition, CLP Holdings is investing significantly in the modernization of its infrastructure. Investments amounting to 20 billion HKD are planned by 2028 to improve the efficiency and reliability of energy supply. This also includes expanding capacities and implementing new technologies.

Another focus is on digitalization. CLP Holdings is relying on Smart Grid technologies to increase network stability and improve customer service. These measures are expected to be fully implemented by 2027 and will help reduce operating costs and increase customer satisfaction.

Main raw materials: Coal, natural gas, uranium

Import countries:

• Coal: Indonesia, Australia
• Natural gas: Australia, Qatar
• Uranium: Australia, Canada

CLP Holdings Limited is a leading energy utility company in the Asia-Pacific region. The company mainly imports coal and natural gas for power generation. Indonesia and Australia are the main suppliers of coal, while natural gas is mainly sourced from Australia and Qatar. Uranium is imported for nuclear energy generation, with Australia and Canada being key suppliers. These import strategies enable CLP Holdings to ensure a stable and diversified energy supply.

Market share in Hong Kong: Over 70% (2023)
Credit rating: A+ (S&P, 2023)
Dividend yield: 4.5% (2023)

CLP Holdings Limited possesses a significant competitive advantage, especially in its home market of Hong Kong, where it holds a dominant market share of over 70%. This gives the company a strong position against competitors and enables stable earnings.

The company has a solid credit rating of A+ from Standard & Poor's, indicating strong financial health and good debt repayment ability. This allows CLP to obtain favorable financing terms and invest in future projects.

In addition, CLP offers an attractive dividend yield of 4.5%, making it appealing to investors seeking stable and regular returns. These factors together strengthen CLP Holdings Limited's competitive advantage in the energy sector.

Institutional Investor Share: approximately 40% (estimated, based on 2023 data)

Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in CLP Holdings Limited is around 40%, indicating a high level of trust from institutional investors in the company. These investors include pension funds, investment funds, and other large financial institutions.

In 2024, there were no significant insider transactions, suggesting that the management and other insiders have not made significant changes to their stake in the company. This could indicate their satisfaction with the current company strategy and performance.

Market share of CLP Holdings Limited: 6% (2025, estimated)

Top competitors and their market shares:

1. China Light & Power (CLP) Holdings Limited: 6%
2. China Southern Power Grid Co., Ltd.: 12%
3. State Grid Corporation of China: 18%
4. Hongkong Electric Holdings Limited: 5%
5. China Resources Power Holdings Company Limited: 4%
6. Guangdong Electric Power Development Co., Ltd.: 3%
7. Huaneng Power International, Inc.: 3%
8. Datang International Power Generation Co., Ltd.: 2%
9. Huadian Power International Corporation Limited: 2%
10. China Power International Development Limited: 1.5%

Moat of CLP Holdings Limited:

CLP Holdings Limited has a moderate moat, mainly supported by its strong market presence in Hong Kong and its long-standing customer relationships. The company benefits from a stable and regulated market environment, allowing for a certain predictability of revenues.

However, compared to its competitors, CLP Holdings has a less pronounced moat than the larger state-owned enterprises such as State Grid Corporation of China and China Southern Power Grid Co., Ltd., which have a significant advantage due to their size, financial resources, and government support.

The competitive landscape is heavily dominated by state actors who, through their extensive networks and investments in renewable energy, have long-term strategic advantages. Therefore, CLP must continuously invest in innovation and efficiency improvements to remain competitive.

Revenue Growth: 4.2% (2024) Net Income Growth: 3.5% (2024) Dividend Yield: 4.8% (2024)

CLP Holdings Limited is an established company in the energy supply sector with a solid market position in Asia. In 2024, the company achieved a revenue growth of 4.2%, indicating stable demand and efficient operations management. Net income grew by 3.5%, attributed to effective cost control and operational efficiency.

The dividend yield of 4.8% is attractive to investors seeking stable returns. CLP Holdings has a long history of dividend payments, indicating reliable earning power.

Overall, CLP Holdings could be a good investment for investors seeking stable returns and a solid company in the energy sector. The company's long-term outlook is supported by its strategic investments in renewable energy and efforts to reduce carbon emissions.

Dividend Yield: 4.5% (2025, estimated)
Dividend History: Steady payouts over the last 10 years

CLP Holdings Limited is known for its reliable dividend policy. The company has consistently distributed dividends in recent years, indicating a stable financial foundation and strong operational performance. The estimated dividend yield of 4.5% in 2025 reflects the company's commitment to providing shareholders with an attractive return.

The reliability of dividend payments is supported by CLP Holdings' solid market position in the energy sector and its diversified sources of income. This allows the company to make stable payouts even in economically challenging times.