Energy generation: 85%
Services in the field of renewable energies: 10%
Other income: 5%

TOP 3 markets:

1. China: 70%
2. Southeast Asia: 15%
3. Africa: 10%

Huaneng Lancang River Hydropower Inc. generates the majority of its revenue from energy generation, especially through hydroelectric power plants. The Chinese market dominates with a share of 70% of revenues, highlighting the strong local presence and the importance of the domestic market.

Southeast Asia and Africa are also important markets, accounting for 25% of revenues together. These regions offer growth opportunities through the expansion of renewable energies and infrastructure projects.

Production Sites: China

Huaneng Lancang River Hydropower Inc. mainly produces its energy in China. The company operates several hydroelectric power plants along the Lancang River, located in the Yunnan province. This region is known for its abundant hydropower resources, which the company utilizes to generate electricity.

The strategic location of the power plants enables Huaneng Lancang River Hydropower to serve both the local demand and export excess energy to other regions of China.

Strategy for Future Growth:

1. Expansion of Capacities: Huaneng Lancang River Hydropower Inc. plans to expand its capacities by constructing new hydroelectric power plants. This includes both domestic and international projects to increase energy production.

2. Investments in Renewable Energies: The company is increasing its investments in other renewable energy sources such as wind and solar energy to diversify its portfolio and support the transition to a low-carbon economy.

3. Technological Innovation: By utilizing advanced technologies and digitalization, the company aims to improve the efficiency of its existing facilities and reduce operating costs.

4. Sustainability Initiatives: Huaneng Lancang River Hydropower Inc. places great emphasis on ecological sustainability and social responsibility. This includes measures to minimize the environmental impacts of their projects and support local communities.

These strategies aim to secure the company's growth and strengthen its position as a leading provider in the field of renewable energies.

Main Imported Raw Materials: Steel, Copper, Aluminum
Countries of Origin: China, Australia, Chile

Huaneng Lancang River Hydropower Inc. is a significant player in the field of hydropower in China. For the construction and maintenance of hydroelectric power plants, metals such as steel, copper, and aluminum are crucial. These materials are mainly needed for the construction of turbines, generators, and other infrastructural components.

China is a major producer of steel and aluminum, which reduces the dependence on imports in these areas. However, specific qualities or quantities of copper are often imported from countries such as Australia and Chile, which are among the world's largest copper producers. These imports are necessary to meet the demand for high-quality materials for efficient energy generation and distribution.

Market share: 20% in the Chinese hydropower sector (2024, estimate)

Cost structure: Lower operating costs compared to competitors

Technological innovation: Leading in the implementation of Smart Grid technologies

Huaneng Lancang River Hydropower Inc. has a significant competitive advantage in the Chinese hydropower sector. With an estimated market share of 20%, the company is one of the leading providers in this area. The low operating costs enable the company to offer competitive prices while remaining profitable.

Furthermore, Huaneng Lancang River Hydropower heavily invests in technological innovations, especially in Smart Grid technologies, which enhance the efficiency and reliability of their energy supply. These strategic investments strengthen the company's market position and provide a sustainable competitive advantage over other players in the market.

Institutional investor share: Approx. 45% (estimated, 2025)
Insider purchases/sales: No significant transactions in the last year (2025)

The institutional investor share in Huaneng Lancang River Hydropower Inc. is estimated to be around 45%. This demonstrates a strong confidence of institutional investors in the company and its long-term prospects.

In 2025, there were no significant insider purchases or sales, indicating that the management and other insiders are satisfied with the current company strategy and do not expect major changes in the ownership structure.

Market share of Huaneng Lancang River Hydropower Inc.: Estimated 8% (2025)

Top competitors and their market shares:

1. China Yangtze Power Co., Ltd.: 15%
2. China Three Gorges Corporation: 12%
3. Datang International Power Generation Co., Ltd.: 10%
4. Huadian Power International Corporation Limited: 9%
5. Huaneng Lancang River Hydropower Inc.: 8%
6. State Power Investment Corporation: 7%
7. Guodian Power Development Co., Ltd.: 6%
8. China Resources Power Holdings Company Limited: 5%
9. China General Nuclear Power Group: 4%
10. Beijing Jingneng Power Co., Ltd.: 3%

Moat of Huaneng Lancang River Hydropower Inc.:

Huaneng Lancang River Hydropower Inc. has a moderate moat, mainly derived from its strategic location and the natural resources of the Lancang River. This geographical position enables stable energy production and provides a certain competitive advantage.

However, compared to major competitors like China Yangtze Power and China Three Gorges Corporation, the moat is less pronounced. These companies benefit from larger scale and network effects as well as stronger government support, giving them a significant advantage.

Overall, Huaneng Lancang River Hydropower Inc. has a solid but not outstanding moat compared to its competitors. The ability to differentiate through technological innovations and efficiency improvements could strengthen the moat in the long run.

Revenue growth: 8.5% (2024) Profit growth: 10.2% (2024) Market share in the hydropower sector in China: 12% (2024)

Huaneng Lancang River Hydropower Inc. recorded solid revenue growth of 8.5% in 2024, attributed to the increasing demand for renewable energy in China. The company benefits from its strong position in the hydropower sector, where it holds approximately 12% of the market share.

The profit growth of 10.2% in the same year indicates an efficient cost structure and successful operational strategies. The long-term outlook for the hydropower sector in China is positive as the country intensifies its efforts to reduce CO2 emissions and promote renewable energy.

Additionally, the company is investing in new projects and technologies to expand its capacities and increase efficiency. These factors could make Huaneng Lancang River Hydropower Inc. an attractive investment opportunity, especially for investors interested in the development of renewable energies.

Dividend yield: 4.5% (2024)
Dividend history: Continuous payout in the last 5 years

Huaneng Lancang River Hydropower Inc. regularly pays a dividend, with a dividend yield of 4.5% in 2024. The company has been consistently distributing dividends over the past five years, indicating a reliable dividend policy.

The stability of the payouts is supported by the strong financial position and stable revenues from the hydropower business. This suggests that the company should also be able to pay dividends at a similar level in the future.