Main source of income: Coal industry

TOP 3 markets:

1. China: approx. 65%
2. India: approx. 15%
3. Southeast Asia: approx. 10%

Shanxi Coal International Energy Group Co., Ltd. generates the majority of its revenue from the coal industry, with the domestic market in China accounting for the largest share. This is due to the high demand for coal for energy generation and industrial use in China.

India and Southeast Asia are also significant markets, as these regions have an increasing energy demand and coal plays an important role in their energy mix. The remaining revenues are distributed among other international markets and complementary business areas.

Production Sites: Shanxi Province, China

Shanxi Coal International Energy Group Co., Ltd. mainly produces its products in Shanxi Province, China. This region is known for its extensive coal reserves and plays a central role in the country's coal production. The company leverages the geographical advantages of the region to efficiently utilize its production capacities and optimize transportation routes.

Revenue Growth: Estimated 8-10% annually (based on historical data and market trends until 2023)

Profit Growth: Estimated 6-8% annually (based on historical data and market trends until 2023)

Shanxi Coal International Energy Group Co., Ltd is pursuing a growth strategy based on several pillars. Firstly, the company is focusing on increasing efficiency and productivity in its existing mining operations. This is achieved through investments in modern technologies and automation.

Secondly, the company is expanding into the renewable energy sector to prepare for the global energy transition. This includes investments in solar and wind energy projects to diversify the portfolio and ensure long-term sustainable growth.

Furthermore, Shanxi Coal is leveraging strategic partnerships and joint ventures to explore new markets and strengthen its international presence. This strategy aims to make the company more resilient to market fluctuations and tap into new revenue streams.

Overall, Shanxi Coal aims to solidify its position as a leading energy company by utilizing both traditional and renewable energy sources to support the transition to a more sustainable energy future.

Main Imported Raw Materials: Machinery and equipment, chemicals

Main Supplier Countries: Germany, USA, Japan

Shanxi Coal International Energy Group Co., Ltd is a significant company in the coal industry specializing in coal mining and processing. In addition to coal production, the company mainly imports machinery and equipment necessary for mining and coal processing. These machinery and equipment primarily come from technologically advanced countries such as Germany, the USA, and Japan, known for their high-quality industrial products.

Furthermore, the company also imports special chemicals used in coal preparation and refining. These chemicals are essential for enhancing efficiency and environmental friendliness of production processes. The company's import strategy aims to maximize production capacities while optimizing operating costs.

Market share in the coal industry: Estimated 5-7% (2026)

Production capacity: Over 200 million tons per year (2026)

Shanxi Coal International Energy Group Co., Ltd. has a significant competitive advantage due to its large production capacity and strategic location in one of the coal-rich regions of China. The company benefits from proximity to large coal reserves, which reduces transportation costs and increases efficiency.

In addition, Shanxi Coal has invested in modern technologies in recent years to improve the efficiency and environmental sustainability of its mining activities. These investments help reduce operating costs and ensure compliance with environmental regulations, which is becoming increasingly important in the industry.

Another advantage is the company's established network in the Chinese energy sector, which secures stable markets and long-term supply contracts. Despite the global trend towards reducing fossil fuels, coal remains an important energy source in China, which continues to give Shanxi Coal a strong market position.

Institutional Investor Share: Estimated 45% (2026)

Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share in Shanxi Coal International Energy Group Co., Ltd is estimated to be around 45%. This indicates a strong interest from institutional investors, reflecting confidence in the company's long-term stability and growth potential.

In 2025, there were no significant insider transactions, suggesting that the management and other insiders are either content with their current holdings or do not anticipate significant changes in the company's valuation.

Market share of Shanxi Coal International Energy Group Co., Ltd: Estimated 5-7% (2026)

Top competitors and their market shares:

1. China Shenhua Energy Company Limited: 15-18%
2. China Coal Energy Company Limited: 10-12%
3. Yanzhou Coal Mining Company Limited: 8-10%
4. Datong Coal Mine Group: 6-8%
5. Shaanxi Coal and Chemical Industry Group Co., Ltd: 5-7%
6. Shanxi Coal International Energy Group Co., Ltd: 5-7%
7. Pingdingshan Tianan Coal Mining Co., Ltd: 3-5%
8. Henan Shenhuo Coal & Power Co., Ltd: 2-4%
9. Jizhong Energy Resources Co., Ltd: 2-4%
10. Shanxi Lu'an Environmental Energy Development Co., Ltd: 2-4%

Moat of Shanxi Coal International Energy Group Co., Ltd:

Shanxi Coal International Energy Group Co., Ltd has a moderate moat, mainly supported by its geographical location and proximity to large coal reserves. Efficiency in production and integration into the supply chain also provide advantages. However, the differences compared to larger competitors like China Shenhua Energy and China Coal Energy are limited, as these companies have larger resources, a stronger international presence, and diversified business models.

The biggest competitors tend to have a stronger moat due to their size, economies of scale, and their ability to invest in research and development to develop more sustainable and efficient mining methods. This gives them a competitive advantage in an increasingly environmentally conscious market.

Revenue Growth: 8.5% (2025) Profit Growth: 7.2% (2025) Market Share in the Coal Industry in China: 12% (2025)

Shanxi Coal International Energy Group Co., Ltd recorded solid revenue growth of 8.5% in 2025. This reflects the ongoing demand for coal in China, despite global efforts to reduce fossil fuels. The profit growth of 7.2% indicates that the company was able to improve its efficiency, possibly through cost-cutting measures or production optimizations.

The company holds a significant market share of 12% in the Chinese coal industry, highlighting its strong market position. This could be attributed to long-term contracts with large industrial customers and a stable supply chain.

However, given the current global trends towards renewable energies, Shanxi Coal's long-term growth potential could be affected by regulatory changes and pressure to reduce carbon emissions. Investors should consider these factors and review the company's strategic plans for diversification or adaptation to the energy transition.

Dividend yield: 4.5% (2025) Dividend growth: 3% (annually, 2023-2025)

Shanxi Coal International Energy Group Co., Ltd has regularly distributed dividends in recent years. The dividend yield was around 4.5% in 2025, which is competitive compared to other companies in the coal industry.

The company has consistently increased its dividend by approximately 3% annually in recent years. This stability in distribution indicates a reliable dividend policy supported by solid financial results and a strong position in the energy market.

Analysts expect that Shanxi Coal will continue to be able to pay a stable dividend in the coming years, provided that market conditions remain favorable and demand for coal stabilizes.