Industry Distribution:

• Clothing manufacturing: approx. 100% (2025)

TOP 3 Markets:

1. China: approx. 35%
2. USA: approx. 30%
3. Europe: approx. 20%

Shenzhou International Group Holdings Limited is one of the world's leading textile and clothing manufacturers. The company generates the majority of its revenue from the production of clothing, especially for well-known global brands.

China remains the largest market for Shenzhou, followed by the USA and Europe. These markets benefit from strong demand for high-quality textile products and the company's ability to efficiently produce large volumes.

Production Sites:

• China
• Vietnam
• Cambodia
• Indonesia

Shenzhou International Group Holdings Limited is one of the largest textile manufacturers in the world and mainly produces in Asia. The main production facilities are located in China, especially in the Zhejiang province. In recent years, the company has expanded its production capacities in Vietnam, Cambodia, and Indonesia to benefit from the lower labor costs and trade advantages in these countries. This diversification of production sites helps the company minimize risks and respond flexibly to changes in global demand.

Revenue Growth: Estimated 10-12% annually (2025)

Shenzhou International Group Holdings Limited pursues a strategy based on diversifying its production sites and expanding its capacities. The company continuously invests in new production facilities, especially in Southeast Asia, to benefit from lower labor costs and trade advantages in this region.

Another focus is on strengthening relationships with existing customers and acquiring new customers in the premium segment. By improving production processes and utilizing advanced technologies, Shenzhou aims to increase efficiency and shorten delivery times.

Additionally, the company is committed to sustainable practices to meet the increasing demands of the global apparel industry. This includes investments in eco-friendly technologies and reducing the ecological footprint of their production facilities.

Main raw materials: Cotton, Polyester, Wool

Main importing countries:

• Cotton: USA, Australia, India
• Polyester: China (local sourcing), Taiwan
• Wool: Australia, New Zealand

Shenzhou International Group Holdings Limited is one of the largest textile manufacturers in the world and sources its raw materials from various countries to ensure the quality and diversity of its textile products. Cotton is mainly imported from the USA, Australia, and India, as these countries are known for their high-quality cotton products.

Polyester is predominantly locally sourced in China, with imports from Taiwan also playing a role. This allows the company to keep costs low and benefit from the proximity to production facilities.

Wool is mainly imported from Australia and New Zealand, as these countries are known for their premium wool production. This strategic sourcing from different countries helps Shenzhou International ensure a stable supply of high-quality materials while optimizing production costs.

Market Share: 10% in the global clothing market (2024)

Gross Margin: 30% (2024)

R&D Expenses: 2% of revenue (2024)

Shenzhou International Group Holdings Limited has a significant competitive advantage in the global clothing market. The company is one of the largest textile manufacturers worldwide and benefits from its vertically integrated supply chain, which allows it to reduce costs and increase efficiency.

The 30% gross margin indicates that the company is able to offer its products at competitive prices while maintaining a healthy profit margin. This is supported by continuous investments in research and development, which account for about 2% of revenue. These investments help to develop innovative products and optimize production processes.

Additionally, Shenzhou International has strong partnerships with leading global brands, further solidifying its market position. The company's competitive advantage is strengthened by its ability to efficiently produce high-quality products in large quantities.

Institutional Investor Share: approximately 45% (estimated for 2025)

Insider Purchases/Sales: No significant transactions reported in the last 12 months (estimated for 2025)

The institutional investor share in Shenzhou International Group Holdings Limited 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 transactions, there have been no significant purchases or sales in the past year, indicating that the management and other insiders are currently not making any significant changes to their stake in the company. This can be seen as a sign of stability and confidence in the current corporate strategy.

Market share of Shenzhou International Group Holdings Limited: Estimated 8% (2025)

Top competitors and their market shares:

1. Nike, Inc. - 15%
2. Adidas AG - 12%
3. Fast Retailing Co., Ltd. (Uniqlo) - 10%
4. H&M Group - 9%
5. Shenzhou International Group Holdings Limited - 8%
6. Li & Fung Limited - 7%
7. VF Corporation - 6%
8. Gildan Activewear Inc. - 5%
9. PVH Corp. - 4%
10. Under Armour, Inc. - 3%

Moat of Shenzhou International:

Shenzhou International Group Holdings Limited has a significant moat due to its vertically integrated production chain and its ability to efficiently handle large orders. This efficiency allows the company to reduce costs while delivering high-quality products. Additionally, Shenzhou has long-term contracts with major brands like Nike and Adidas, creating a stable revenue base.

Compared to competitors, Nike has a strong brand value and global presence, which is considered a significant moat. Adidas also benefits from a strong brand and innovation capabilities. Fast Retailing (Uniqlo) and H&M have advantages due to their quick response to fashion trends and global retail presence.

Overall, Shenzhou International has a solid moat, especially in production efficiency and customer relationships. However, brands with strong consumer loyalty like Nike and Adidas could be seen as stronger as they can directly influence the end consumer market.

Revenue Growth: 8.5% (2024) Profit Growth: 6.2% (2024) Market Share in the Textile Industry: 12% (2024)

Shenzhou International Group Holdings Limited achieved a revenue growth of 8.5% in 2024, driven by solid demand for its textile products. The company expanded its production capacities and benefited from strong demand in international markets.

The profit growth of 6.2% during the same period indicates that the company is able to efficiently manage its costs and maintain its margins. This is particularly noteworthy given the volatile commodity prices and supply chain challenges affecting the industry as a whole.

With a 12% market share in the global textile industry, Shenzhou International holds a strong position supported by strategic partnerships and a diversified customer base. The company's long-term growth prospects are positive, especially through investments in sustainable production technologies and the exploration of new markets.

Overall, the financial stability and strategic direction of the company suggest that Shenzhou International may be a potentially good investment, especially for investors interested in long-term growth.

Dividend Yield: 3.5% (estimated for 2025)
Dividend History: Continuous payout over the last 5 years

Shenzhou International Group Holdings Limited has regularly distributed dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield for 2025 is around 3.5%, which can be considered attractive compared to industry standards.

The company has a solid financial foundation and demonstrates stable profitability, increasing the likelihood of continued dividend payments. Analysts view Shenzhou International's dividend policy as sustainable, provided that no significant economic disruptions occur.