Revenue distribution by sectors (estimated for 2025):

• Petrochemicals: approx. 60%
• Polyester products: approx. 25%
• Textiles and others: approx. 15%

TOP 3 markets and their percentage shares (estimated for 2025):

• China: approx. 70%
• Asia (excluding China): approx. 15%
• Europe: approx. 10%

Hengli Petrochemical Co., Ltd. is heavily involved in the petrochemical sector, which accounts for the majority of their revenues. This is due to their extensive refinery and production capacities. Polyester products and textiles complement the portfolio, with these segments also making significant contributions.

The primary market for Hengli is China, which is not surprising given that the company is based there and the Chinese market has high demand for petrochemical products. Asia and Europe follow as important export markets, with proximity to Asian markets and trade relations with Europe playing a role.

Production sites of Hengli Petrochemical Co., Ltd.:

1. Dalian, China - Main production site
2. Changxing Island, China - Petrochemical production base
3. Nantong, China - Textile production

Hengli Petrochemical Co., Ltd. operates its main production facilities in Dalian, where the company's headquarters are also located. The production base on Changxing Island is one of the largest petrochemical plants globally and plays a central role in the manufacturing of petrochemical products. Additionally, the company operates textile production facilities in Nantong to produce its textile products. These strategically located sites enable Hengli to efficiently serve both the domestic and international markets.

Revenue Growth: 10.5% (estimated for 2024)
Investment in Research and Development: 5% of revenue (estimated for 2024)

Hengli Petrochemical Co., Ltd. pursues a strategy focused on diversification and innovation to secure future growth. The company heavily invests in research and development to develop new products and optimize existing production processes. These investments amount to approximately 5% of revenue.

Another key focus is on expanding production capacities, especially in the field of petrochemical products. Hengli plans to expand its market presence both nationally and internationally to benefit from the increasing demand for petrochemical products.

Additionally, the company is committed to sustainable practices and technologies to reduce its ecological footprint and meet regulatory requirements. This strategy is intended not only to promote growth but also to ensure long-term competitiveness.

Main raw materials: Crude oil, Paraxylene (PX), Ethylene

Countries of origin:

• Crude oil: Saudi Arabia, Russia, United Arab Emirates
• Paraxylene (PX): South Korea, Japan
• Ethylene: United States, Singapore

Hengli Petrochemical Co., Ltd. mainly imports crude oil, which serves as the primary raw material for their petrochemical processes. Saudi Arabia and Russia are the main suppliers, as they have large crude oil reserves and maintain strategic partnerships with China.

Paraxylene is mainly imported from South Korea and Japan, as these countries have advanced production capacities for aromatic compounds used in the textile and plastics industry of Hengli.

Ethylene, another important raw material for petrochemistry, is mainly sourced from the United States and Singapore, where it is produced in large quantities and at competitive prices.

Market share in the petrochemical industry: Approximately 10% (2024, estimated)
R&D investments: 2.5% of revenue (2024)
Production capacity: 20 million tons per year (2024)

Hengli Petrochemical Co., Ltd. has established itself as one of the leading players in the petrochemical industry. The company's competitive advantage lies in its extensive production capacity, which enables it to offer a significant amount of petrochemical products at competitive prices.

Additionally, Hengli continuously invests in research and development, allowing the company to develop innovative products and optimize its production processes. These R&D investments help increase efficiency and reduce costs, thereby strengthening the company's competitiveness.

Another advantage is the strategic location of the production facilities, enabling efficient logistics and quick access to markets. This, combined with a strong market position and a diversified product range, gives Hengli Petrochemical a solid competitive edge in the industry.

Institutional Investor Share: approximately 45% (estimated for 2025)
Insider Purchases/Sales: No significant transactions known in 2025

The institutional investor share in Hengli Petrochemical Co., Ltd. is estimated to be around 45%. This estimate is based on trends from recent years, during which institutional investors have been consistently investing in Chinese petrochemical companies.

There are no significant insider purchases or sales known in 2025. This could indicate that the management has confidence in the current company strategy and market position. However, it is important to regularly check regulatory filings to obtain up-to-date information.

Market share of Hengli Petrochemical Co., Ltd.: 8% (estimated, 2025)

Top competitors and their market shares:

1. Sinopec (China Petroleum & Chemical Corporation): 15%
2. PetroChina Company Limited: 12%
3. Formosa Petrochemical Corporation: 10%
4. Reliance Industries Limited: 9%
5. Hengli Petrochemical Co., Ltd.: 8%
6. Saudi Basic Industries Corporation (SABIC): 7%
7. ExxonMobil Chemical: 6%
8. LyondellBasell Industries: 5%
9. BASF SE: 4%
10. TotalEnergies Petrochemicals: 3%

Moat of Hengli Petrochemical Co., Ltd.:

Hengli Petrochemical has a moderate moat, mainly attributed to its vertical integration and cost-efficient production processes. The company benefits from a strong position in polyester production and has significantly expanded its capacities in refining and petrochemicals in recent years. This enables Hengli to reduce costs and improve margins.

However, compared to its competitors, Hengli does not have as significant technological or geographical advantages as some of the larger international corporations. Companies like Sinopec and PetroChina have greater resources and a broader global network, giving them a stronger moat in terms of economies of scale and market access.

Overall, Hengli's moat exists but is not as pronounced as some of its larger competitors. The company's competitiveness heavily relies on its ability to produce efficiently and adapt to market changes.

Revenue Growth: 10.5% (2024) Profit Growth: 8.2% (2024) Return on Equity (ROE): 14.7% (2024)

Hengli Petrochemical Co., Ltd. achieved solid revenue growth of 10.5% in 2024, attributed to strong demand for its petrochemical products and efficient production increases. The 8.2% profit growth indicates the company's ability to effectively manage costs and maintain margins, despite volatile market conditions in the energy sector.

The 14.7% return on equity suggests that Hengli Petrochemical is efficiently utilizing its capital and generating an attractive return for shareholders. This metric is an indicator of the company's ability to generate profits from its equity, which is a positive signal for investors.

Overall, Hengli Petrochemical demonstrates stable financial performance and growth prospects. However, potential investors should also consider macroeconomic factors and industry-specific risks before making an investment decision.

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

Hengli Petrochemical Co., Ltd. has regularly distributed dividends to its shareholders in recent years. The estimated dividend yield of 3.5% for the year 2025 indicates that the company continues to pursue an attractive dividend policy.

The reliability of the payout can be considered high, as the company has consistently paid dividends over the past five years. This reflects a solid financial foundation and stable earnings. Analysts expect that Hengli Petrochemical will continue its dividend policy in the future, unless significant economic or industry-specific challenges arise.