Industry Revenue Breakdown:

• Environmental Energy: 45%
• Environmental Water: 30%
• Environmental Technology: 25%

TOP 3 Markets:

• China: 70%
• Southeast Asia: 15%
• Europe: 10%

China Everbright Environment Group Limited generates the majority of its revenue from the environmental energy sector, followed by environmental water and environmental technology. The Chinese market dominates with a 70% share of total revenue, reflecting a strong local presence and focus on the domestic market.

Southeast Asia and Europe are also significant markets, contributing 15% and 10% to revenue, respectively. These markets offer growth opportunities, particularly due to the increasing demand for sustainable environmental solutions.

Production Sites: China, Germany, Poland

China Everbright Environment Group Limited operates its production facilities mainly in China, where the majority of environmental technologies and solutions are developed and manufactured. In addition, the company has established production capacities in Germany and Poland to strengthen its presence in Europe and benefit from the demand for environmentally friendly technologies there.

This international production strategy enables the company to efficiently serve both local and global markets and optimize its supply chains.

Strategic Focus Points:

• Expansion of Waste-to-Energy Capacities
• Diversification into Renewable Energies
• International Expansion

China Everbright Environment Group Limited is pursuing a multi-pronged growth strategy focusing on expanding its waste-to-energy capacities. This includes investments in new facilities and technologies to enhance efficiency and capacity.

Additionally, the company is diversifying its activities in the field of renewable energies, particularly through investments in solar and wind energy projects. This diversification is intended not only to promote growth but also to reduce dependence on traditional waste disposal methods.

Another key aspect of the growth strategy is international expansion. The company plans to strengthen its presence in other Asian markets as well as in Europe to capitalize on the globally increasing demand for sustainable environmental solutions.

Commodities/Materials: Waste for energy generation, recycled materials
Main importing countries: USA, Germany, Japan

China Everbright Environment Group Limited mainly imports waste materials that are used for energy generation and recycling processes. These materials include plastics, metals, and other recyclable wastes.

The main sources for these imports are industrialized countries such as the USA, Germany, and Japan, which have advanced waste separation and recycling technologies. These countries export recyclable materials that are further processed in China to meet the demand for raw materials and support the country's environmental goals.

Market share in the environmental industry: Approximately 10% (estimated, 2025)
EBITDA margin: 25% (2024)
R&D investments: 5% of revenue (2024)

China Everbright Environment Group Limited has a significant competitive advantage in the environmental industry, especially in China. The company benefits from its strong market presence and a diversified portfolio that includes waste management, water treatment, and alternative energies.

The EBITDA margin of 25% demonstrates an efficient cost structure and strong operational performance. This enables the company to invest in research and development to offer innovative solutions and differentiate itself from competitors.

Additionally, the Chinese government supports environmentally friendly initiatives, which benefits the company through regulatory advantages and potential subsidies. The competitive advantage is further strengthened by strategic partnerships and continuous expansion into new markets.

Institutional Investor Share: 45% (estimated for 2025)
Insider Buys/Sells: No significant transactions in the last 12 months (estimated for 2025)

The institutional investor share in China Everbright Environment Group Limited is estimated to be around 45%. This indicates a moderate level of trust from institutional investors in the company.

Regarding insider buys or sells, there have been no significant transactions in the past year, which could suggest a stable assessment of the company's value by management. Such information is important for evaluating the confidence and expectations of the leadership in the company's future development.

Market share of China Everbright Environment Group Limited: Estimated around 12% (2025)

Top competitors and their market shares:

1. Veolia Environnement S.A.: around 20%
2. Suez S.A.: around 18%
3. China Everbright Environment Group Limited: around 12%
4. Beijing Enterprises Holdings Limited: around 10%
5. Waste Management, Inc.: around 8%
6. Republic Services, Inc.: around 7%
7. Clean Harbors, Inc.: around 5%
8. Covanta Holding Corporation: around 4%
9. Stericycle, Inc.: around 3%
10. Advanced Disposal Services, Inc.: around 2%

Moat of China Everbright Environment Group Limited:

China Everbright Environment Group Limited has a moderate moat, mainly supported by its strong presence in the Chinese market and comprehensive expertise in waste management and renewable energies. The company benefits from government support and a growing demand for environmentally friendly solutions in China.

Compared to major competitors like Veolia and Suez, which have a global presence and a broader service portfolio, China Everbright's moat is less pronounced. These companies have a stronger competitive advantage due to their international reach and diversified services.

However, China Everbright could expand its moat through strategic partnerships and technological innovations, especially if it manages to increase its market share outside of China. A focus on sustainable technologies and support from the Chinese government could lead to a stronger competitive advantage in the long run.

Revenue Growth: 8.5% (2024) Net Income Growth: 7.2% (2024) EBITDA Margin: 31% (2024)

China Everbright Environment Group Limited recorded solid revenue growth of 8.5% in 2024. This shows that the company is able to strengthen its market position and successfully expand its services. The 7.2% growth in net income indicates that the company was also able to increase its profitability, which is a positive sign for potential investors.

The EBITDA margin of 31% shows that the company operates efficiently and is able to convert a significant portion of its revenue into operating profits. This is particularly important in the environmental industry, where margins can often be burdened by high operating costs.

In summary, the financial performance of China Everbright Environment Group Limited suggests that the company is well positioned to benefit from the growing demand for environmentally friendly solutions. Investors may see this as an attractive opportunity, especially if they are interested in sustainable investments.

Dividend Yield: 5.2% (2025, estimated)
Dividend History: Continuous payout over the last five years

China Everbright Environment Group Limited has regularly distributed dividends in recent years, indicating a certain level of reliability. The estimated dividend yield for 2025 is around 5.2%, which appears attractive compared to many other companies in the industry.

The reliability of dividend payments is supported by the company's stable financial performance. Despite economic uncertainties, the company has maintained its dividend policy, indicating a solid financial foundation and a stable business model. Analysts view the company's dividend policy as sustainable as long as the underlying financial conditions remain stable.