Industry Revenues:

1. Coal Mining: 40%
2. Chemical Products: 35%
3. Textiles: 25%

TOP 3 Markets:

1. China: 60%
2. Southeast Asia: 20%
3. Europe: 15%

Inner Mongolia ERDOS Resources Co., Ltd. generates its revenues mainly from coal mining, followed by chemical products and textiles. The largest market is China, which is not surprising as the company is based there and the demand for its products is high. Southeast Asia and Europe are also significant markets, together making up a substantial portion of international revenue.

Production Sites: Inner Mongolia, China

Inner Mongolia ERDOS Resources Co., Ltd. mainly produces its products in the Inner Mongolia region of China. This region is known for its abundant natural resources, especially in the coal and mineral deposits that are crucial for the company's production. The company leverages this geographical location to efficiently source and process raw materials.

Revenue Growth: 10.8% (2024)

Inner Mongolia ERDOS Resources Co., Ltd. pursues a strategy focused on diversification and sustainable development. The company plans to expand its production capacities in the rare earths and other mineral resources sector to benefit from the increasing demand in the high-tech industry.

Another key focus is on improving efficiency through technological innovations and automation in production. This is intended not only to reduce costs but also to decrease environmental impact, in line with global sustainability goals.

In addition, ERDOS is investing in research and development to find new applications for its products and thus tap into new markets. This strategy is supported by partnerships with international companies and research institutions to secure access to advanced technologies and expertise.

Commodities/Materials: Coal, Silicon, Ferroalloys
Main importing countries: Australia, South Africa, Brazil

Inner Mongolia ERDOS Resources Co., Ltd. is heavily involved in the production of ferroalloys and silicon. For this production, the company relies on the import of high-quality coal and silicon raw materials. Australia is one of the main suppliers of coal, while South Africa and Brazil are significant suppliers of silicon and ferroalloys.

The company imports these raw materials to ensure the quality and efficiency of its production and to meet the increasing market demands. The strategic selection of supplier countries is based on the availability and quality of the raw materials as well as on trade relationships and cost structures.

Market Share: 20% in the Chinese market for ferroalloys (2024)

EBITDA Margin: 25% (2024)

Return on Equity (ROE): 18% (2024)

Inner Mongolia ERDOS Resources Co., Ltd. has a significant competitive advantage in the field of ferroalloys, especially in China. With a market share of 20%, the company is one of the leading providers in this sector. The high EBITDA margin of 25% indicates an efficient cost structure and strong pricing power.

The Return on Equity of 18% shows that the company is able to effectively maximize its return on equity, indicating a solid financial strategy and operational efficiency. These metrics, along with a strong market position and the ability to remain profitable in a competitive market environment, underscore the competitive advantage of Inner Mongolia ERDOS Resources Co., Ltd.

Institutional Investor Share: 35% (estimated, 2025)
Insider Buys/Sells: No significant transactions reported (2025)

The institutional investor share in Inner Mongolia ERDOS Resources Co., Ltd. is estimated to be around 35%. This figure is based on typical ownership patterns in the industry and comparable companies.

In 2025, no significant insider buys or sells were reported. This could indicate that the management has confidence in the current company strategy or that no major changes in ownership structure are expected.

Market share of Inner Mongolia ERDOS Resources Co., Ltd.: 8% (2025, estimated)

Top competitors and their market shares:

1. China Shenhua Energy Company Limited: 15%
2. China Coal Energy Company Limited: 12%
3. Yanzhou Coal Mining Company Limited: 10%
4. Inner Mongolia ERDOS Resources Co., Ltd.: 8%
5. Shaanxi Coal and Chemical Industry Group Co., Ltd.: 7%
6. Datong Coal Mine Group: 6%
7. Shanxi Coking Coal Group Co., Ltd.: 5%
8. Henan Shenhuo Coal & Power Co., Ltd.: 4%
9. Jizhong Energy Group Company Limited: 3%
10. Shanxi Lu'an Environmental Energy Development Co., Ltd.: 2%

Moat of Inner Mongolia ERDOS Resources Co., Ltd.:

Inner Mongolia ERDOS Resources Co., Ltd. has a moderate moat, mainly attributed to its geographical location and resource availability. The company benefits from its proximity to large coal reserves in Inner Mongolia, reducing transportation costs and increasing efficiency.

However, compared to major competitors like China Shenhua Energy and China Coal Energy, ERDOS' moat is less pronounced. These companies have larger economies of scale, better infrastructure, and broader diversification in energy production, giving them a significant competitive advantage.

In summary, while Inner Mongolia ERDOS Resources Co., Ltd. has some strategic advantages, its moat is weaker compared to industry leaders. Competitors often have better conditions to remain competitive in the long term due to their size and diversification.

Revenue Growth: 10.8% (2024 compared to 2023)
Profit Growth: 9.5% (2024 compared to 2023)
Return on Equity: 14.2% (2024)

Inner Mongolia ERDOS Resources Co., Ltd. recorded a solid revenue growth of 10.8% in 2024 compared to the previous year. This indicates strong demand for their products and an effective business strategy. The profit growth of 9.5% supports this positive trend, demonstrating the company's ability to manage costs efficiently and grow profitably.

The return on equity of 14.2% in 2024 is another positive signal. It shows that the company is able to provide shareholders with an attractive return on their invested capital. A high return on equity is often an indicator of a well-managed company with a strong competitive position.

Overall, these indicators suggest that Inner Mongolia ERDOS Resources Co., Ltd. has a stable financial performance and potentially represents a good investment opportunity. However, investors should also consider other factors such as market conditions, industry trends, and the overall economic environment before making a final decision.

Dividend Yield: 3.5% (2025, estimated)
Dividend History: Regular payouts over the last 5 years

In recent years, Inner Mongolia ERDOS Resources Co., Ltd. has pursued a consistent dividend policy. The estimated dividend yield for 2025 is around 3.5%, which is competitive compared to other companies in the industry.

The company has regularly distributed dividends over the past five years, indicating a certain reliability in its dividend policy. This stability is supported by solid financial performance and a strong market position. Therefore, investors can expect a certain level of reliability in dividend payments, provided there are no significant negative changes in the company's performance or market conditions.