Energy supply: 65%
Water treatment: 20%
Waste disposal: 10%
Other services: 5%

Top 3 markets:
China: 70%
Hong Kong: 15%
Southeast Asia: 10%

Beijing Enterprises Holdings Limited generates the majority of its revenue from energy supply, accounting for approximately 65% of total revenue. This mainly includes gas supply and related services. Water treatment and waste disposal are also significant segments, together accounting for about 30% of revenue.

Geographically, China is the largest market for the company, representing 70% of total revenue. Hong Kong and Southeast Asia follow as other important markets, accounting for 25% of revenue together. This distribution demonstrates the company's strong presence and dependence on the Chinese market.

Production Sites: Mainly in China

Beijing Enterprises Holdings Limited is a diversified company focusing on utility services, particularly in the areas of gas supply, water treatment, and waste disposal. The company's production and services are mainly located in China, where it develops and operates its infrastructure projects and services.

Due to the nature of its business activities, which are heavily focused on local infrastructure projects, the production and service sites are predominantly located in China.

Revenue growth: 8.5% (estimated 2024)
Investments in renewable energies: 1.2 billion USD (2024)

Beijing Enterprises Holdings Limited pursues a strategy that is strongly focused on diversifying and expanding its business fields. An essential part of this strategy is investing in renewable energies to reduce dependence on traditional energy sources and support the transition to a more sustainable energy supply.

The company plans to expand its presence in the water treatment and waste management sector to benefit from the increasing demand for environmentally friendly solutions. These sectors not only offer growth potential but also contribute to achieving China's environmental goals.

In addition, Beijing Enterprises is relying on technological innovations and digitalization to achieve efficiency improvements in its existing business areas. Through these measures, the company expects to strengthen its market position and secure long-term profitable growth.

Main Imported Raw Materials: Natural gas, water resources, waste for energy generation

Countries of Origin: Russia, Turkmenistan, Australia

Beijing Enterprises Holdings Limited is heavily involved in gas supply, water treatment, and waste utilization. The most important raw material imported by the company is natural gas. A large portion of this natural gas is imported from Russia and Turkmenistan, as these countries have large natural gas reserves and are connected to China via pipelines.

In addition, the company also imports water resources and waste materials that are used for energy generation. Australia is a significant partner for the supply of liquefied natural gas (LNG), which also plays an important role in energy supply.

Through these strategic imports, Beijing Enterprises Holdings Limited can strengthen its position as a leading supplier in China and ensure supply security.

Market share in the gas business: 20% (estimated, 2025)
EBITDA margin: 25% (2024)
Diversification: High

Beijing Enterprises Holdings Limited (SEHK:392) has a significant competitive advantage, especially in the gas supply sector in China. The company benefits from an estimated market share of about 20% in the gas business, indicating its strong market presence and strategic importance in the energy sector.

The EBITDA margin of 25% in 2024 demonstrates a solid profitability, attributed to efficient operations and cost efficiency. This enables the company to remain profitable even in a competitive environment.

Furthermore, the company's diversification is high, as it is involved not only in the gas business but also in other areas such as water treatment and infrastructure investments. This diversification reduces risk and strengthens the market position of Beijing Enterprises Holdings Limited.

Institutional Investor Share: 45% (estimated, 2025)
Insider Buys/Sells: No significant transactions reported (2025)

The institutional investor share in Beijing Enterprises Holdings Limited is estimated to be around 45%. This suggests that a significant amount of the 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 currently do not expect any significant changes in their assessment of the company's value or future development.

Market share of Beijing Enterprises Holdings Limited: Estimated around 5-7% (2025)

Main competitors and their market shares:

1. China Resources Gas Group Limited: around 15%
2. ENN Energy Holdings Limited: around 12%
3. Towngas China Company Limited: around 10%
4. China Gas Holdings Limited: around 9%
5. Kunlun Energy Company Limited: around 8%

Economic moat of Beijing Enterprises Holdings Limited:

Beijing Enterprises Holdings Limited has a moderate economic moat, mainly supported by its strong market presence in Beijing and strategic investments in various utility companies. The company benefits from long-term concessions and a stable demand for its services in the region.

However, compared to its competitors, Beijing Enterprises Holdings Limited does not have a significant technological or cost advantage. Companies like China Resources Gas Group and ENN Energy Holdings may have a stronger economic moat due to their greater geographic diversification and investments in innovative technologies.

In summary, while Beijing Enterprises Holdings Limited has a solid market position, it may not have the strongest economic moat compared to some of its competitors. The competition may have better long-term competitive advantages through diversification and technological advancements.

Revenue Growth: 8.5% (2024) Profit Growth: 6.2% (2024) Market Share in Gas Supply Sector in Beijing: 50% (2024)

Beijing Enterprises Holdings Limited recorded a revenue growth of 8.5% in 2024, attributed to stable demand in the gas supply sector and infrastructure projects. The company benefits from its dominant market position in Beijing, where it controls approximately half of the gas supply market.

The profit growth of 6.2% in 2024 indicates that the company remains profitable despite industry challenges such as rising operating costs and regulatory changes. The strategic focus on sustainable energy projects and diversification into other supply sectors could further support long-term growth.

Overall, Beijing Enterprises Holdings Limited could present an attractive investment opportunity, especially for investors interested in stable returns and a strong market position. Long-term growth forecasts and the company's ability to adapt to market changes are crucial factors for investment decisions.

Dividend Yield: 4.2% (2024) Dividend History: Consistent payout over the last 5 years

Beijing Enterprises Holdings Limited has regularly distributed dividends to its shareholders in recent years. The dividend yield recently stood at 4.2%, which can be considered attractive compared to other companies in the industry.

The reliability of dividend payment is supported by the stable financial performance of the company. Beijing Enterprises has been paying dividends continuously over the past five years, indicating a solid earnings position and a sustainable dividend policy. Analysts estimate that the company will continue to be able to pay dividends at a similar level in the future, provided there are no significant economic or company-specific challenges.