Revenue distribution by industry:

• Software and services: 60%
• Online games: 40%

TOP 3 markets:

1. China: 70%
2. Southeast Asia: 15%
3. North America: 10%

Kingsoft Corporation Limited generates the majority of its revenue from the software and services industry, followed by online games. The Chinese market is the largest and most important for the company, as evidenced by its high share of 70% of total revenue. Southeast Asia and North America are also significant markets, together accounting for 25% of the revenue. This distribution reflects Kingsoft's strategic focus on its core markets while expanding into high-growth regions.

Production Sites: Mainly in China (as of 2023)

Kingsoft Corporation Limited is a leading software company based in China. Most of its products, especially software solutions and digital services, are developed and produced in China. The company benefits from the well-established IT infrastructure and the large talent pool in the region.

Additionally, in recent years, Kingsoft has strengthened its presence in other Asian countries to take advantage of the growing markets. This could indicate that future production and development activities may also take place in other countries in the region.

Revenue Growth: Estimate 10-12% (2025) Profit Growth: Estimate 8-10% (2025)

Kingsoft Corporation Limited pursues a growth strategy that strongly focuses on expanding its cloud services and developing software solutions. The company invests significantly in research and development to enhance its competitiveness in the field of cloud computing and artificial intelligence.

Another strategic focus is on international expansion, particularly in emerging markets, to reduce dependence on the domestic market. Through partnerships and strategic alliances, Kingsoft plans to expand its market presence and attract new customers.

Additionally, Kingsoft is diversifying its product portfolio to tap into new revenue streams and spread risk. This includes both advancing existing products and introducing new innovative solutions.

Main raw materials: Software licenses, digital content

Countries of origin: USA, India, China

Kingsoft Corporation Limited is primarily a software company specializing in office software, cloud services, and game development. Therefore, the company does not import physical raw materials in the traditional sense, but mainly sources software licenses and digital content.

The USA is a significant partner for software licenses and technologies, while India is often used as an outsourcing destination for software development. Within China itself, Kingsoft also sources digital content and services necessary for its cloud and gaming platforms.

The dependence on these countries is typical for companies in the software and IT industry that rely on global partnerships and digital resources.

Market share in the software industry: 8% (estimated, 2025)
Research & Development (R&D) expenses: 20% of revenue (2024)
Growth in the cloud business: 25% (2024)

Kingsoft Corporation Limited has a significant competitive advantage due to its strong position in office software and cloud services. The market share of approximately 8% in the software industry indicates that the company has reached a relevant size to compete with major international competitors.

A key factor for the competitive advantage is the high investment in research and development, which stands at 20% of revenue. These investments enable Kingsoft to offer innovative products and services that meet the rapidly changing market demands.

Additionally, the company has achieved impressive growth of 25% in the cloud business, indicating successful expansion in this area. This diversification and growth potential in the cloud segment further strengthen Kingsoft's market position and provide long-term advantages over competitors who may invest less heavily in this area.

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

Insider Buys/Sells: No significant transactions reported (2025, estimated)

The institutional investor share in Kingsoft Corporation Limited is estimated to be around 45%. This suggests that a significant number of shares are held by large institutional investors, indicating a certain level of confidence in the company's stability and growth potential.

In 2025, no significant insider buys or sells were reported. This could indicate that the management and other insiders are currently not making significant changes to their holdings, which is often seen as a sign of stability or satisfaction with the current company strategy.

Market share of Kingsoft Corporation Limited: 4.5% (estimated, 2025)

Top competitors and their market shares:

1. Tencent Holdings Limited: 25.0%
2. Alibaba Group Holding Limited: 20.5%
3. Baidu, Inc.: 15.0%
4. NetEase, Inc.: 10.0%
5. JD.com, Inc.: 8.0%
6. Kingsoft Corporation Limited: 4.5%
7. Meituan: 4.0%
8. Pinduoduo Inc.: 3.5%
9. Xiaomi Corporation: 3.0%
10. ByteDance Ltd.: 2.5%

Moat of Kingsoft Corporation Limited:

Kingsoft Corporation Limited has a moderate moat, mainly attributed to its strong software solutions and cloud services. The company has established itself in the areas of office software and cloud computing, providing it with a certain level of stability and market recognition.

Compared to larger competitors like Tencent and Alibaba, which have more comprehensive ecosystems and diversified services, Kingsoft's moat is less pronounced. These companies have significant advantages due to their size, market penetration, and the breadth of their services, giving them a stronger competitive edge.

However, Kingsoft could benefit from a niche strategy by continuing to focus on specialized software solutions and expanding its cloud services. Success will depend on how well the company leverages its existing strengths and responds to new market trends.

Revenue Growth: 10.5% (2024) Profit Growth: 8.2% (2024) Market Share in the Software Segment: 12% (2024)

Kingsoft Corporation Limited recorded a revenue growth of 10.5% in 2024, attributed to strong demand for its software solutions and cloud services. The profit growth of 8.2% indicates that the company is able to efficiently manage its costs and benefit from increased revenues.

The company holds a 12% market share in the software segment, signaling a strong market position. This position could be further strengthened through continuous investments in research and development as well as strategic partnerships.

Overall, Kingsoft's financial performance and market position suggest that the stock could be a good investment, especially for investors interested in long-term growth. The ongoing expansion in the cloud and software markets provides additional potential for future growth.

Dividend Yield: 1.5% (estimated for 2025)
Dividend History: Regular payouts in recent years

Kingsoft Corporation Limited has regularly distributed dividends in recent years. The dividend yield for 2025 is estimated to be around 1.5%. This payout history suggests that the company aims to provide its shareholders with continuous returns.

The reliability of dividend payments is supported by Kingsoft's stable financial performance and strong market position. As long as the company maintains its profitability, it is likely to continue paying dividends in the future.