Railway Sector: 65%
Automotive Sector: 20%
New Energies: 10%
Other Industries: 5%

Top 3 Markets:

1. China: 50%
2. Europe: 25%
3. North America: 15%

Zhuzhou CRRC Times Electric Co., Ltd. generates the majority of its revenue from the railway sector, driven by strong demand for rail transportation technologies and solutions. The automotive sector, especially in the field of electric drives, also contributes significantly to the company's revenue.

China remains the largest market for the company, followed by Europe, where the demand for environmentally friendly transportation solutions is growing. North America also shows a growing interest in the company's technologies, reflected in a solid revenue share.

Production Sites: Zhuzhou, China; additional sites in China and internationally.

Zhuzhou CRRC Times Electric Co., Ltd. has its main production site in Zhuzhou, China. The company is part of CRRC Corporation Limited, one of the largest manufacturers of rail vehicles worldwide. In addition to the main site in Zhuzhou, the company operates additional production facilities in various regions of China to meet demand both in the domestic and international markets.

In recent years, the company has also expanded its international presence to meet the increasing demand for rail transportation technologies worldwide. This includes both the production of components and the final assembly of rail vehicles and related technologies.

Focus on Research and Development: 8% of revenue (2024)

International Expansion: Target markets: Europe and Southeast Asia

Diversification: Expansion of product range in the field of renewable energies

Zhuzhou CRRC Times Electric Co., Ltd. places a strong emphasis on research and development by investing approximately 8% of its revenue in this area. This underscores the company's commitment to developing innovative technologies and strengthening its competitiveness.

Another focus is on international expansion, particularly in Europe and Southeast Asia. These markets offer great potential for growth as the demand for environmentally friendly transportation solutions increases.

Additionally, the company is diversifying its product range, especially in the field of renewable energies. This step is intended to open up new sources of revenue and make the company more resilient to market fluctuations.

Main raw materials: Copper, Aluminum, Steel, Rare Earths
Countries of origin: Chile, Australia, Brazil, China

Zhuzhou CRRC Times Electric Co., Ltd. is a leading company in the manufacturing of electrical components for rail vehicles. Production requires a variety of raw materials, especially metals like copper and aluminum, which are essential for electrical wiring and components.

Copper is mainly imported from Chile, one of the world's largest copper producers. Aluminum is often sourced from Australia, as it has significant bauxite reserves. Steel, another important raw material, is frequently imported from Brazil, one of the world's largest steel producers.

In addition, the company requires rare earths for the production of high-performance electronics, mainly sourced from China, as the country plays a dominant role in the global rare earth market.

These international sources enable Zhuzhou CRRC Times Electric to procure the necessary materials in sufficient quantity and quality to meet their production requirements.

Market Share: Estimated 30% in the field of electric drive systems for rail vehicles (2025)

Technological Leadership: Strong, with a focus on innovation and research

Zhuzhou CRRC Times Electric Co., Ltd. has a significant competitive advantage due to its strong market position and technological leadership in the field of electric drive systems for rail vehicles. The company benefits from its close connection to the parent company CRRC Corporation Limited, the world's largest manufacturer of rail vehicles, giving it access to a broad customer base and extensive resources.

The focus on research and development enables Zhuzhou CRRC Times Electric to offer innovative products and stand out from competitors. This innovative strength is further enhanced by strategic partnerships and investments in new technologies.

Additionally, the company benefits from the increasing demand for environmentally friendly and efficient transportation solutions, further solidifying its market position. The competitive advantage is further supported by the ability to offer customized solutions for different markets.

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

Zhuzhou CRRC Times Electric Co., Ltd. has a significant share of institutional investors, indicating the trust of professional investors in the company. The institutional investor share is around 45%, which can be considered average to high compared to other companies in the industry.

Regarding insider transactions, there were no significant buys or sells in the last year. This could suggest that the management and insiders are satisfied with the current company strategy and see no need to change their holdings.

Market share of Zhuzhou CRRC Times Electric Co., Ltd.: 12% (2025, estimated)

Top competitors and their market shares:

1. Alstom SA: 18%
2. Siemens Mobility: 16%
3. Bombardier Transportation (part of Alstom): 14%
4. Zhuzhou CRRC Times Electric Co., Ltd.: 12%
5. Hitachi Rail: 10%
6. Stadler Rail: 8%
7. Hyundai Rotem: 7%
8. Kawasaki Heavy Industries: 5%

Zhuzhou CRRC Times Electric Co., Ltd. holds a significant market share of 12% and is a key player in the rail transportation technology sector. The company's moat mainly lies in its close connection to CRRC Corporation, the world's largest rail vehicle manufacturer, providing it with a stable access to a large market and a strong negotiating position.

Compared to its competitors, Zhuzhou CRRC Times Electric has the advantage of being strongly present in China, one of the largest rail transportation markets. This gives the company a strategic edge in terms of cost efficiency and market access.

However, companies like Alstom and Siemens Mobility also have strong moats based on their global presence, technological innovations, and established customer relationships. These factors make the competition intense and require Zhuzhou CRRC Times Electric to continuously innovate and expand in order to maintain or enhance its market position.

Revenue Growth: 8.5% (2024) Profit Growth: 6.2% (2024) Research & Development (R&D) Expenses: 12% of Revenue (2024)

Zhuzhou CRRC Times Electric Co., Ltd. recorded a revenue growth of 8.5% in 2024, indicating solid demand for their products in the electric rail vehicle equipment sector. The profit growth of 6.2% in the same year shows that the company is able to increase its profitability despite potentially rising costs.

A key factor supporting an investment in Zhuzhou CRRC Times Electric is the high investment in research and development, accounting for 12% of revenue. These investments suggest that the company is strongly focused on innovation to solidify its market position and ensure future growth.

Additionally, the company is well positioned to benefit from global demand for sustainable transportation solutions, especially in Asia where expanding rail infrastructure remains a top priority. This could lead to further growth and a stable market position in the long term.

Overall, Zhuzhou CRRC Times Electric Co., Ltd. appears to be a potentially good investment due to its solid financial performance, strategic investments in R&D, and market opportunities in the rail transportation industry.

Dividend Yield: 2.5% (estimated for 2024)

Zhuzhou CRRC Times Electric Co., Ltd. has regularly paid out dividends in recent years. The dividend yield was last around 2.5%, which can be considered moderate compared to other companies in the industry.

The reliability of dividend payments is relatively high as the company has a stable financial base and continuous income from its business segments. This is supported by its strong market position and the backing of the parent company CRRC Corporation Limited. Analysts expect the company to maintain its dividend policy unless significant economic or company-specific challenges arise.