Industry Distribution:

• Graphite electrodes: approx. 60%
• Carbon products: approx. 25%
• Other materials and services: approx. 15%

TOP 3 Markets:

1. China: approx. 50%
2. India: approx. 20%
3. Europe: approx. 15%

FangDa Carbon New Material Co., Ltd is a leading company in the production of graphite electrodes, which are mainly used in steel production. The majority of revenue comes from the domestic market of China, followed by India, which is a significant market due to its growing steel industry. Europe also represents an important market, especially due to the demand for high-quality carbon products.

Production Sites:

1. Heilongjiang, China
2. Jiangsu, China
3. Henan, China

FangDa Carbon New Material Co., Ltd. is a leading company in the manufacturing of carbon products. The main production facilities are located in the Chinese provinces of Heilongjiang, Jiangsu, and Henan. These sites are strategically chosen to optimize both raw material supply and logistics, and to ensure proximity to key customer industries.

The production capacities in these regions enable FangDa Carbon to manufacture a wide range of carbon products used in various industries such as steel production and aluminum manufacturing.

Revenue Growth: Estimated at 10-12% annually (2026)

Focus on Innovation: FangDa Carbon New Material Co., Ltd has strategically focused on the development of new materials and technologies to strengthen its market position.

Expansion of Production Capacities: The company is investing in expanding its production facilities to meet the increasing demand for carbon products, especially in the areas of electrodes and specialty graphite.

Sustainability and Environmental Friendliness: FangDa places great emphasis on environmentally friendly production methods and has initiated initiatives to reduce CO2 emissions and implement sustainable practices.

Global Expansion: The company plans to expand its presence in international markets, particularly in regions with growing demand for carbon materials, such as North America and Europe.

These strategic measures are intended to secure the growth of FangDa Carbon New Material Co., Ltd in the coming years and increase its competitiveness on a global scale.

Main raw materials: Needle coke, pitch, carbon materials

Countries of origin:

• Needle coke: USA, Japan
• Pitch: China (local production, but also imports)
• Carbon materials: Various countries, depending on specific requirements and availability

FangDa Carbon New Material Co., Ltd is heavily reliant on the import of needle coke, a key raw material for the production of graphite electrodes. The USA and Japan are the main suppliers, as these countries have the necessary technology and capacities for producing high-quality needle coke.

Pitch is produced both locally in China and imported to meet production requirements. Carbon materials can be sourced from various countries, with the specific origin depending on market conditions and availability.

Market share: 25% (estimated for 2026)
EBITDA margin: 18% (2025)
R&D expenses: 5% of revenue (2025)

FangDa Carbon New Material Co., Ltd. has a significant competitive advantage in the carbon material industry, especially due to its strong market position and the ability to offer high-quality products at competitive prices. The estimated market share of 25% indicates that the company plays a leading role in the industry.

The EBITDA margin of 18% in 2025 suggests that the company operates efficiently and is able to generate solid profits. This is supported by continuous investments in research and development, which account for 5% of revenue. These investments enable FangDa Carbon to develop innovative products and differentiate itself from competitors.

Additionally, the company benefits from a strong customer base and long-standing relationships in the industry, further strengthening its position. The ability to quickly respond to market changes and integrate new technologies also contributes to its competitive advantage.

Institutional Investor Share: Estimated around 30-35% (2026)

Insider Buys/Sells: No specific data available (2026)

The institutional investor share in FangDa Carbon New Material Co., Ltd is estimated to be around 30-35%. This estimate is based on typical ownership structures in the industry and comparable companies.

There is no specific information available regarding insider buys or sells for the year 2026. Typically, such transactions are visible in annual reports or with the stock exchange regulator, but current data is not always immediately accessible. It is advisable to consult the company's official disclosures or financial portals for the latest information.

Market share of FangDa Carbon New Material Co., Ltd: 12% (2026, estimated)

Top competitors and their market shares:

1. GrafTech International Ltd.: 15%
2. Showa Denko K.K.: 14%
3. Tokai Carbon Co., Ltd.: 13%
4. FangDa Carbon New Material Co., Ltd.: 12%
5. HEG Limited: 10%
6. Nippon Carbon Co., Ltd.: 9%
7. SEC Carbon, Ltd.: 8%
8. Mersen Group: 7%
9. SGL Carbon SE: 6%
10. Energoprom Group: 6%

Moat of FangDa Carbon New Material Co., Ltd:

FangDa Carbon New Material Co., Ltd has a moderate moat, mainly based on its strong production capacity and established presence in the Chinese market. The company benefits from cost-effective production capabilities and a solid supply chain within China, giving it an advantage in terms of pricing and market penetration in Asia.

However, some competitors, such as GrafTech International and Showa Denko, may have a stronger moat due to their technological innovations, global presence, and diversified product portfolios. These companies heavily invest in research and development to enhance product quality and discover new applications for their products, potentially giving them a technological edge.

Overall, FangDa Carbon holds a significant market share, but the competition is intense, and the advantages of competitors in technology and global reach could pose a long-term challenge.

Revenue Growth: 8.5% (2025) Profit Growth: 10.2% (2025) Return on Equity (ROE): 14.5% (2025)

FangDa Carbon New Material Co., Ltd achieved solid revenue growth of 8.5% in 2025, indicating strong demand for their products and an effective market strategy. The profit growth of 10.2% shows that the company is able to manage its costs efficiently and operate profitably.

The return on equity of 14.5% suggests that FangDa Carbon New Material Co., Ltd is good at converting shareholders' invested capital into profits. This metric is above the industry average, which is a positive signal for potential investors.

Additionally, the company has invested in research and development in recent years to expand its product range and enter new markets. These strategic initiatives could lead to further growth and strengthen its market position.

Overall, the financial metrics and strategic direction indicate that FangDa Carbon New Material Co., Ltd is an attractive investment opportunity for investors interested in long-term growth.

Dividend yield: 3.5% (2025)
Payout ratio: 45% (2025)

FangDa Carbon New Material Co., Ltd achieved a dividend yield of 3.5% in 2025. The payout ratio is 45%, indicating that the company distributes less than half of its profits to shareholders. This is a sign of a sustainable dividend policy.

Historically, FangDa Carbon has paid a relatively constant dividend, indicating a reliable payout. The company's solid financial position and moderate payout ratio suggest that dividend payments could remain stable in the future.