Industry revenues:

• Power generation: approx. 70%
• Renewable energies: approx. 20%
• Coal trading and others: approx. 10%

TOP 3 markets and their percentage shares:

• China: approx. 85%
• Hong Kong: approx. 10%
• Southeast Asia: approx. 5%

China Resources Power Holdings Company Limited generates the majority of its revenues from power generation, with a significant portion coming from renewable energies. The main market is China, which is not surprising given the size and energy needs of the country. Hong Kong and Southeast Asia are also important markets, but contribute less to the total revenue.

Production Sites: China (various provinces)

China Resources Power Holdings Company Limited operates its production facilities mainly in various provinces of China. The company is one of the leading power generators in the country and operates a variety of coal, gas, and renewable energy plants.

The geographical distribution of the power plants enables the company to ensure broad coverage in power supply while benefiting from regional resources and infrastructure. The strategic placement of the facilities supports the efficiency and reliability of energy supply in the respective regions.

Share of Renewable Energies: 40% (2025, estimated)
Investments in Renewable Energies: 50 billion RMB (2023-2025, estimated)

China Resources Power Holdings Company Limited is pursuing a strategy that is heavily focused on expanding renewable energies. The company plans to increase the share of renewable energies in its overall energy portfolio to around 40% by 2025. This is part of a broader strategy aimed at reducing carbon emissions and adapting to global environmental standards.

Between 2023 and 2025, the company has announced plans to invest around 50 billion RMB in expanding wind and solar energy projects. These investments are intended not only to increase capacity but also to improve the efficiency and sustainability of energy production.

In addition, China Resources Power is relying on technological innovations and partnerships to strengthen its market position and explore new business fields. Through these measures, the company aims to enhance its competitiveness in the global energy market.

Main Imported Raw Materials: Coal, Natural Gas

Main Supplier Countries: Indonesia, Australia, Russia

China Resources Power Holdings Company Limited is heavily dependent on the import of coal, which constitutes a significant portion of its energy generation. Indonesia and Australia are the main suppliers, as they are among the largest coal exporters in the world and are geographically well located.

In addition, the company imports natural gas to diversify its energy generation capacities and reduce carbon emissions. Russia is an important supplier in this regard, as it has large natural gas reserves and has access to the Chinese market through pipelines and liquefied natural gas (LNG).

These import strategies are part of China Resources Power's efforts to ensure energy security and optimize operating costs.

Market share in electricity generation in China: approx. 5% (2024, estimated)
Return on invested capital (ROIC): 7.8% (2024)
Debt-to-equity ratio: 1.2 (2024)

China Resources Power Holdings Company Limited (CR Power) is one of the leading electricity generators in China. The company's competitive advantage lies in its broad geographical presence and diversified energy generation structure, which includes both conventional and renewable energies. This enables the company to benefit from the growing demand for clean energy in China.

CR Power's market share in the Chinese electricity generation sector is significant, indicating a strong market position. The return on invested capital (ROIC) of 7.8% shows that the company is able to efficiently utilize its investments, which is an indicator of a solid competitive advantage.

The debt-to-equity ratio of 1.2 indicates moderate leverage, providing the company with flexibility for future investments and expansions. Overall, CR Power's competitive advantage is well secured by its strategic positioning in the energy market and its ability to leverage both traditional and renewable energies.

Institutional Investor Share: Estimated at around 60% (2025)

Insider Buys/Sells: No significant insider transactions reported in the last year (2025)

The institutional investor share in China Resources Power Holdings Company Limited is around 60%. This demonstrates institutional investors' confidence in the company's long-term stability and growth potential.

No significant insider buys or sells were reported in 2025. This could indicate that the management and other insiders are satisfied with the current company strategy and performance and see no need to change their positions.

Market share of China Resources Power Holdings: Estimated 5-7% (2025)

Top 5-10 companies by market share:

1. State Grid Corporation of China - Estimated 20-25%
2. China Southern Power Grid - Estimated 15-20%
3. Huaneng Power International, Inc. - Estimated 10-12%
4. China Datang Corporation - Estimated 8-10%
5. China Huadian Corporation - Estimated 7-9%
6. China Resources Power Holdings Company Limited - Estimated 5-7%
7. China Guodian Corporation - Estimated 4-6%
8. China Power Investment Corporation - Estimated 3-5%

Moat of China Resources Power Holdings:

China Resources Power Holdings has a moderate moat, mainly supported by its strategic positioning in the energy sector and its integration into the China Resources Group. This integration enables synergies and cost efficiency, providing the company with a certain advantage.

However, compared to the largest competitors such as State Grid Corporation of China and China Southern Power Grid, the moat of China Resources Power is less pronounced. These companies benefit from their sheer size, government support, and a more extensive network system, giving them a stronger competitive edge.

Overall, China Resources Power Holdings has a solid but not outstanding moat compared to its major competitors. The competitive advantage could be strengthened through further investments in renewable energy and technological innovations.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Debt-to-Equity Ratio: 1.2 (2024) Share of Renewable Energy in Electricity Generation: 35% (2024)

China Resources Power Holdings Company Limited recorded a revenue growth of 8.5% and a profit growth of 10.2% in 2024. These positive growth rates indicate a solid business development supported by increasing energy demand and efficient cost control.

The company has strengthened its focus on renewable energies, with the share of renewable energy in total electricity generation reaching 35% in 2024. This strategic direction could make the company more competitive in the future and better prepare it for regulatory changes and market trends.

The debt-to-equity ratio of 1.2 indicates that the company has a moderate level of debt, signaling solid financial stability. This allows the company to invest in growth projects without taking on excessive financial risks.

Overall, China Resources Power Holdings' stock could present an attractive investment opportunity due to its positive business development, strategic focus on renewable energies, and solid financial position. However, investors should also consider external factors such as regulatory changes and market conditions before making a final decision.

Dividend Yield: 4.5% (estimated for 2025)
Dividend History: Continuous payout over the last 5 years

China Resources Power Holdings Company Limited has been paying out a consistent dividend in recent years. The dividend yield is estimated to be around 4.5% for 2025, which is considered attractive compared to other companies in the industry.

The company has a solid dividend history and demonstrates a reliable payout policy. This suggests that dividend payments could remain stable in the future, provided that no significant negative economic developments occur.