Industry Revenue Breakdown:

• Solar Glass: 65%
• Solar Modules: 20%
• Solar Farms: 15%

TOP 3 Markets:

• China: 45%
• Europe: 30%
• USA: 15%

Xinyi Solar Holdings Limited generates the majority of its revenue from solar glass production, accounting for approximately 65% of total revenue. The remaining income is distributed among solar modules and solar parks.

Geographically, China is the largest market for Xinyi Solar, followed by Europe and the USA. These markets together represent 90% of the company's total revenue, highlighting Xinyi Solar's strong international presence in the solar industry.

Production sites of Xinyi Solar Holdings Limited:

1. China (main production site):
   • Provinces: Anhui, Jiangsu, Tianjin, Guangdong

Xinyi Solar Holdings Limited is a leading manufacturer of solar glass and operates its main production facilities in China. The strategic placement of the factories in different provinces allows the company to efficiently respond to demand and optimize logistics costs. China also offers advantages in terms of the availability of raw materials and a well-developed infrastructure for the solar industry.

Revenue Growth: Estimated 10-12% annually (2025)

Xinyi Solar Holdings Limited pursues a growth strategy focusing on expanding its production capacities and tapping into new markets. The company plans to further expand its production capacities for solar glass to meet the increasing demand for solar technology.

Another key focus is on geographical expansion, particularly in high-growth markets such as Southeast Asia and Africa, where the demand for renewable energy is rising. Additionally, Xinyi Solar is investing in research and development to develop innovative products and maintain its cost leadership in the industry.

Through these measures, the company aims to increase its market share and achieve long-term profitable growth.

Main raw materials: Silicon, glass, aluminum

Countries of origin:

• Silicon: China, USA
• Glass: China
• Aluminum: Australia, China

Xinyi Solar Holdings Limited is a leading manufacturer of solar glass and photovoltaic modules. The main raw material for the production of solar glass is silicon. China is the largest producer of silicon and thus a key supplier to Xinyi Solar. In addition, silicon is also imported from the USA to ensure supply security.

Glass is mainly sourced locally in China as Xinyi Solar has its own production facilities that can meet most of their requirements. Aluminum, needed for the frames of the solar modules, is imported from both Australia and China as Australia is a significant exporter of bauxite, the raw material for aluminum.

Market share: 20% (estimated, 2025)
Gross margin: 35% (2024)
R&D expenses: 5% of revenue (2024)

Xinyi Solar Holdings Limited has a significant competitive advantage in the solar industry, especially due to its strong market position and its ability to cost-effectively produce high-quality solar glass products. With an estimated market share of 20% in 2025, the company is one of the leading providers in this segment.

The gross margin of 35% in 2024 demonstrates the efficiency and the company's ability to control its production costs while offering high-quality products. This is an indicator of the competitive advantage over other providers who may have higher production costs.

Furthermore, Xinyi Solar continuously invests in research and development, with expenses accounting for approximately 5% of revenue. These investments enable the company to develop innovative products and adapt to rapidly changing market demands, further strengthening its competitive advantage.

Institutional Investor Share: approximately 55% (estimated for 2025)
Insider Purchases/Sales: No significant transactions in the last 12 months (estimated for 2025)

The institutional investor share in Xinyi Solar Holdings Limited is estimated to be around 55%. This demonstrates the confidence of large institutional investors in the company and its market position in the solar energy sector.

Regarding insider purchases or sales, there have been no significant transactions in the last 12 months that would indicate a change in management or insider confidence in the company's future development. This could suggest that the management is satisfied with the current corporate strategy and does not anticipate any major changes.

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

Top competitors and their market share:

1. LONGi Green Energy Technology Co., Ltd.: 18% (2025)
2. JA Solar Technology Co., Ltd.: 15% (2025)
3. Trina Solar Limited: 14% (2025)
4. Canadian Solar Inc.: 10% (2025)
5. First Solar, Inc.: 8% (2025)

Xinyi Solar Holdings Limited is a significant player in the solar energy sector, especially in the manufacturing of solar glass. The market share of 12% indicates a strong position, although behind leading companies like LONGi Green Energy and JA Solar.

Xinyi Solar's moat lies in its specialization in solar glass, where the company is considered one of the top providers. This specialization allows Xinyi to benefit from the growing demand for high-quality solar modules. Vertical integration and production scale effects also provide competitive advantages.

In comparison, companies like LONGi Green Energy and JA Solar may have a broader moat as they have a more diversified product range and a stronger global presence. These factors could help them gain market share and solidify their position.

Overall, Xinyi Solar has a significant advantage in its specialized segment, but competitors may have a stronger moat through diversification and global expansion.

Revenue Growth: 20% (2024) Profit Growth: 18% (2024) Market Share in the Solar Glass Sector: 30% (2024)

Xinyi Solar Holdings Limited recorded strong revenue growth of 20% in 2024, driven by increasing demand for solar glass and the expansion of renewable energies. The company was able to increase its profit by 18%, attributed to efficient production processes and cost-cutting measures.

Xinyi Solar's market share in the solar glass sector is approximately 30%, positioning the company as one of the leading providers in this field. This strong market position, combined with the global shift towards renewable energies, presents a promising growth opportunity.

Additionally, Xinyi Solar is investing in research and development to develop innovative products and expand its production capacities. These strategic investments could further support future growth.

Overall, the fundamental data and market position suggest that Xinyi Solar Holdings Limited could be an attractive investment opportunity, especially for investors interested in the long-term development of the solar industry.

Dividend Yield: 3.5% (2025, estimated)
Dividend History: Continuous payout since 2015

Xinyi Solar Holdings Limited has pursued a consistent dividend policy in recent years. The company has been paying dividends regularly since 2015, indicating a reliable payout. The estimated dividend yield for 2025 is around 3.5%, based on current market conditions and recent payouts.

The reliability of dividend payment is supported by the company's stable financial performance. Xinyi Solar benefits from the increasing demand for solar technologies and has achieved solid profits in the past, enabling a continuous dividend policy. Analysts expect the company to maintain its dividend policy as long as market conditions remain stable and the company continues to operate profitably.