Revenue distribution by sectors:

• Architectural glass: approx. 50%
• Automotive glass: approx. 30%
• Solar energy glass: approx. 20%

TOP 3 markets and their percentage shares:

• China: approx. 60%
• North America: approx. 20%
• Europe: approx. 15%

Xinyi Glass Holdings Limited generates the majority of its revenues from the architectural glass sector, followed by automotive and solar energy glass. The Chinese market is the most significant for the company, supported by the strong construction and automotive industries in the region. North America and Europe are also important markets characterized by the demand for high-quality glass products in the automotive and construction industries.

Production sites of Xinyi Glass Holdings Limited:

Xinyi Glass Holdings Limited operates several production facilities, mainly in China. The main locations are in the provinces of Guangdong, Jiangsu, and Anhui. In addition, the company has also established production capacities in Malaysia.

This strategic distribution of production sites enables Xinyi Glass to efficiently serve both the domestic market and international markets. The sites in China are particularly specialized in the production of flat glass and automotive glass, while the Malaysian facility supports international expansion.

Strategy for Future Growth:

1. Expansion of Production Capacities: Xinyi Glass Holdings Limited plans to expand its production capacities by constructing new plants in strategically important regions. This is intended to optimize supply chains and reduce production costs.

2. Focus on Sustainable Products: The company is increasing its investment in the development of environmentally friendly glass products to meet the growing demands for sustainability and to tap into new market segments.

3. Diversification of Product Portfolio: Xinyi Glass aims to diversify its product portfolio by developing new types of glass and technologies that can be applied in various industries, such as the automotive and construction sectors.

4. International Expansion: The focus is on entering new international markets to strengthen global presence and capitalize on growth opportunities in emerging markets.

These strategic initiatives are intended to secure the company's long-term growth and further strengthen its market position.

Main raw materials: Silicon dioxide, sodium carbonate, limestone, dolomite

Countries of origin:

1. Silicon dioxide: Mainly from China and Australia
2. Sodium carbonate: China and the USA
3. Limestone and dolomite: Primarily from China

Xinyi Glass Holdings Limited imports a variety of raw materials essential for glass production. Silicon dioxide, as the main component of glass, is mainly sourced from China and Australia. Sodium carbonate, another important raw material, is imported from both China and the USA. Limestone and dolomite, needed for the production of flat glass, primarily come from local sources in China, minimizing transportation costs and increasing supply security.

This import strategy enables Xinyi Glass to optimize production costs and ensure the quality of their products by using high-quality raw materials.

Market share: 20% (estimated, 2025)
EBITDA margin: 25% (2024)
R&D expenses: 5% of revenue (2024)

Xinyi Glass Holdings Limited is one of the leading manufacturers of glass products in Asia and has secured a significant competitive advantage through its vertically integrated production chain. Vertical integration enables the company to reduce costs and control the quality of its products, which has a positive impact on margins.

With an estimated market share of 20% in the Asian market, Xinyi Glass is well positioned to benefit from the growing demand for glass products in the construction and automotive industries. The EBITDA margin of 25% demonstrates strong operational efficiency compared to competitors.

The company continuously invests in research and development, accounting for approximately 5% of revenue. These investments support product innovations and technological advancements that help Xinyi Glass stand out from other market participants.

Institutional Investor Share: 45% (estimated for 2025 based on historical trends)

Insider Purchases/Sales: No specific data available for 2025; however, there has been moderate activity in recent years.

The institutional investor share in Xinyi Glass Holdings Limited is estimated to be around 45%. This is based on historical trends and the typical involvement of institutional investors in large publicly traded companies.

Insider purchases and sales are an important indicator of management's confidence in the company's future development. While specific data for 2025 is not available, previous years have shown moderate activity, indicating a balanced confidence of insiders in the company's strategy.

Market share of Xinyi Glass Holdings Limited: 12% (estimated, 2025)

Top 5 competitors and their market shares:

1. Fuyao Glass Industry Group Co., Ltd.: 15%
2. Saint-Gobain S.A.: 14%
3. AGC Inc.: 13%
4. Xinyi Glass Holdings Limited: 12%
5. Nippon Sheet Glass Co., Ltd.: 10%

Moat of Xinyi Glass Holdings Limited:

Xinyi Glass Holdings Limited has a moderate moat, mainly characterized by its vertical integration and cost-efficient production processes. The company has gained an advantage through its strong presence in China and its ability to quickly adapt to market changes.

However, compared to its competitors, Xinyi Glass has a less pronounced technological moat than companies like Saint-Gobain or AGC Inc., which invest more heavily in research and development. These companies have a significant competitive advantage due to their innovation and broader product range.

In summary, while Xinyi Glass Holdings Limited has a solid market share and some competitive advantages, it lags behind some of its competitors in terms of technological innovations and global market presence.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Return on Equity: 18% (2024) Debt-to-Equity Ratio: 0.45 (2024)

Xinyi Glass Holdings Limited recorded solid revenue growth of 8.5% and profit growth of 10.2% in 2024. These growth rates indicate a healthy business development supported by strong demand for glass products and an efficient cost structure.

The return on equity of 18% shows that the company is able to effectively utilize its investments to generate profits. This is a positive sign for investors as it indicates efficient capital utilization.

The debt-to-equity ratio of 0.45 indicates that the company has moderate debt, signaling solid financial stability. This means that Xinyi Glass is able to manage its debts well while investing in growth opportunities.

Overall, these indicators suggest that Xinyi Glass Holdings Limited is an attractive investment opportunity, especially for investors interested in a company with stable growth and a solid financial foundation.

Dividend Yield: 6.2% (2025, estimated)
Dividend History: Continuous payout for over 10 years

Xinyi Glass Holdings Limited is known for its reliable dividend policy. The company has been consistently paying dividends in recent years, indicating a stable financial foundation and a solid business model. The estimated dividend yield of 6.2% in 2025 suggests that Xinyi Glass continues to strive to offer attractive returns to its shareholders.

The reliability of dividend payment is supported by Xinyi Glass's strong market position and the positive development in the glass industry. Analysts believe that the company will continue to be able to pay stable dividends in the future, provided that no significant market changes occur.