Revenue distribution by sectors:

• Clothing: approx. 90%
• Other business sectors: approx. 10%

TOP 3 markets:

• China: approx. 70%
• Europe: approx. 15%
• North America: approx. 10%

Bosideng International Holdings Limited generates the majority of its revenue from the clothing sector, particularly through the sale of down jackets and other winter clothing. The Chinese market is the company's dominant sales market, followed by Europe and North America. These markets significantly contribute to the total revenue and reflect Bosideng's international presence and expansion strategy.

Production Sites: China (main production country)

Bosideng International Holdings Limited produces the majority of its products in China. The company specializes in the production of down jackets and operates several production facilities within the country. This geographical concentration enables Bosideng to keep production costs low and benefit from the well-developed textile industry in China.

In addition, due to global market demands and for risk mitigation, the company may consider expanding or diversifying production capacities in other countries. However, this is highly dependent on economic conditions and corporate strategy.

Revenue Growth: Estimated 10% annually (2025) Market Expansion: Focus on international markets, especially Europe and North America

Bosideng International Holdings Limited is pursuing a strategy that strongly emphasizes international expansion and diversification. The company plans to strengthen its presence in Europe and North America to capitalize on the growing demand for high-quality outdoor clothing.

Another focus is on product innovation. Bosideng is investing in research and development to expand its product range and meet changing consumer trends. This includes both technological improvements in clothing and sustainable materials.

Additionally, the company is focusing on expanding its e-commerce platforms to enhance direct customer access and increase global brand awareness. Through these measures, Bosideng expects to significantly increase its market share both domestically and internationally.

Main raw materials: Down, fabrics, zippers

Countries of origin:

• Down: Mainly from European countries such as Poland and Hungary, known for their high-quality down.
• Fabrics: Imported from China, Italy, and Japan, with China being the largest supplier.
• Zippers: Mainly from China and Japan.

Bosideng International Holdings Limited is known for its down jackets and imports high-quality down to ensure the quality of its products. Fabrics and zippers are sourced from various countries to ensure both quality and cost efficiency. Sourcing from multiple countries enables the company to flexibly respond to different market requirements and trends.

Market share in China: 30% (2024, estimated)
Revenue growth: 10% (2024)
Gross margin: 55% (2024)

Bosideng International Holdings Limited has a significant competitive advantage, especially in the Chinese down clothing market. With an estimated market share of 30% in 2024, the company is the leading provider in this segment. This is supported by strong brand awareness and a wide distribution network.

The company experienced a revenue growth of 10% in 2024, attributed to successful expansion into international markets and diversification of the product portfolio. The gross margin of 55% also demonstrates an efficient cost structure and the ability to command premium prices for its products.

Bosideng's focus on innovation and quality, combined with strategic partnerships and a strong online presence, further strengthens its competitive position. Analysts expect the company to maintain its market leadership through continuous investments in research and development as well as by tapping into new markets.

Institutional Investor Share: Estimated at about 45% (2025)
Insider Buys/Sells: No significant insider transactions in the last year (2024)

The institutional investor share in Bosideng International Holdings Limited is approximately 45%, indicating a strong interest from institutional investors. This can be attributed to confidence in Bosideng's corporate strategy and market position.

In 2024, there were no significant insider transactions, suggesting that management and insiders have a stable outlook on the company's development. This could indicate satisfaction with the current corporate strategy and no expectations of drastic changes.

Market share of Bosideng International Holdings Limited: Estimate: 5% (2025)

Top competitors and their market shares:

1. Uniqlo (Fast Retailing Co., Ltd.): 15%
2. H&M (Hennes & Mauritz AB): 12%
3. Zara (Inditex): 10%
4. Nike, Inc.: 8%
5. Adidas AG: 7%
6. Bosideng International Holdings Limited: 5%
7. The North Face (VF Corporation): 4%
8. Columbia Sportswear Company: 3%
9. Patagonia, Inc.: 2%
10. Canada Goose Holdings Inc.: 2%

Bosideng's Economic Moat:

Bosideng International Holdings Limited has established itself as a leading provider of down clothing in China. The company's economic moat lies in its strong brand recognition within China, its wide range of products, and its ability to cater to local market needs. Additionally, Bosideng benefits from a well-developed distribution network and an efficient supply chain.

Compared to international competitors like Uniqlo and Zara, which have a global presence and strong brand identity, Bosideng's economic moat is more limited to the Chinese market. These international companies have the advantage of a larger global reach and a diversified product range, giving them a broader economic moat.

Overall, Bosideng has a solid but regionally limited economic moat. To catch up internationally, the company would need to expand its global presence and strengthen its brand internationally.

Revenue Growth: 18% (2024) Net Profit Growth: 20% (2024) Market Share in China: 30% (2024)

Bosideng International Holdings Limited recorded strong revenue growth of 18% in 2024, attributed to increased demand for its products and an effective expansion strategy. Net profit increased by 20%, indicating improved operational efficiencies and cost-cutting measures.

The company expanded its market share in China to 30%, highlighting its leading position in the down apparel market. This market leadership, combined with solid financial performance, suggests that Bosideng is well positioned to continue benefiting from the growing demand for high-quality winter clothing.

Additionally, Bosideng has strengthened its international presence, reducing risk through geographic diversification and providing additional growth opportunities. These factors could make Bosideng an attractive investment, provided the company can successfully implement its strategic initiatives and market conditions remain favorable.

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

Bosideng International Holdings Limited has pursued a consistent dividend policy in recent years. The company has regularly distributed dividends, indicating a reliable payout. The estimated dividend yield of 5.2% in 2025 suggests that Bosideng continues to strive to provide its shareholders with an attractive return.

The reliability of the dividend policy is supported by the company's stable financial performance and its ability to operate in a competitive market. Bosideng has proven in the past that it is able to pay dividends despite economic fluctuations, strengthening confidence in future payouts.