Revenue distribution by sectors:

• Marine Electronics: 40%
• Defense Technology: 35%
• Communication Systems: 25%

TOP 3 markets and their percentage shares:

• China: 55%
• Southeast Asia: 25%
• Europe: 15%

China Marine Information Electronics Company Limited generates the majority of its revenue from Marine Electronics and Defense Technology. These two sectors are crucial for the company's strategic direction, especially in terms of national security and technological innovation.

The Chinese market is the largest revenue contributor, driven by strong demand for domestic technology and support from government programs. Southeast Asia and Europe follow as important export markets, with growing demand for advanced communication systems and defense technologies.

Production Sites: Mainly in China (as of 2023)

China Marine Information Electronics Company Limited primarily produces its products in China. The company is known for its electronics and communication solutions, which are mainly used in the maritime industry. The production facilities are located in strategically important regions within China to optimize logistics and access to raw materials.

It is possible that the company will expand or diversify its production capacities in the coming years to respond to global market developments. However, there are currently no reports or announcements regarding new production sites.

Revenue Growth: Estimate 8-10% annually (2026) Focus on Research and Development: 15% of revenue (2025)

China Marine Information Electronics Company Limited pursues a strategy that heavily emphasizes innovation and technological development. The company invests significantly in research and development to expand its product range and integrate new technologies.

Another focus is on tapping into new markets, both domestically and internationally. Through strategic partnerships and alliances, the company seeks to strengthen its market presence and explore new business opportunities.

Additionally, the company places importance on improving its operational efficiency to reduce costs and increase profit margins. This is achieved through the implementation of modern production methods and the use of advanced technologies.

Main Imported Raw Materials: Electronic components, metals, rare earths

Main Supplier Countries: Japan, South Korea, USA

China Marine Information Electronics Company Limited mainly imports electronic components and metals necessary for the production of maritime information and electronic systems. These materials are crucial for manufacturing high-precision and technologically advanced products.

Japan and South Korea are leaders in the production of high-quality electronic components and supply a large portion of these components. The USA is also an important supplier, especially for specialized technologies and materials needed in the electronics industry.

Rare earths, essential for the production of electronic products, are also imported, with the exact supplier countries varying depending on availability and trade relationships.

Market Share: Estimated at around 10-15% in the domestic market (2026)

Research & Development (R&D) Expenses: 8% of revenue (2025)

China Marine Information Electronics Company Limited (CMIE) has a moderate competitive advantage stemming from several factors. The company benefits from its strong position in the national market for marine electronics, where it holds an estimated 10-15% market share. This enables CMIE to leverage economies of scale and reduce its production costs.

Another crucial aspect is the focus on research and development. With R&D expenses accounting for about 8% of revenue, CMIE invests significantly in developing new technologies and products. This enhances its innovation capabilities and allows the company to differentiate itself from competitors.

Additionally, CMIE benefits from strategic partnerships and a robust supply chain, enabling efficient marketing and distribution of its products. Nevertheless, competition remains intense, particularly from international players and technological advancements that shape the market dynamically.

Institutional Investor Share: Estimated around 30-40% (2026)
Insider Purchases/Sales: No specific data available (2026)

The institutional investor share in China Marine Information Electronics Company Limited is estimated to be around 30-40%. This estimate is based on typical shares for companies of this size and industry in China.

Regarding insider purchases or sales, no specific current data is available. Typically, such information can be found in annual reports or with the stock exchange regulator. It is advisable to consult the latest company reports or regulatory disclosures to obtain more precise information.

Market share of China Marine Information Electronics Company Limited: Estimate: 4% (2026)

Top competitors and their market shares:

1. China Electronics Technology Group Corporation (CETC): 15%
2. Huawei Technologies Co., Ltd.: 12%
3. ZTE Corporation: 10%
4. China National Electronics Import & Export Corporation (CEIEC): 8%
5. China Aerospace Science and Industry Corporation (CASIC): 6%
6. China Marine Information Electronics Company Limited: 4%
7. AVIC Jonhon Optronic Technology Co., Ltd.: 3%
8. Hikvision Digital Technology Co., Ltd.: 2%
9. Dahua Technology Co., Ltd.: 2%
10. Inspur Group: 1.5%

Moat Analysis:

China Marine Information Electronics Company Limited has a moderate moat, mainly based on specialized technologies and long-standing relationships with governmental institutions. The 4% market share indicates that the company operates in a highly competitive market where larger players like CETC and Huawei dominate.

The major competitors, especially CETC and Huawei, have significant advantages in terms of extensive research and development resources, global presence, and broader product portfolios. These factors give them a stronger moat compared to China Marine Information Electronics.

China Marine Information Electronics could enhance its position through increased innovation and strategic partnerships to expand its moat and compete against the rivals.

Revenue Growth: 8.5% (2025) Profit Growth: 10.2% (2025) Market Share in the Industry: 12% (2025)

China Marine Information Electronics Company Limited recorded solid revenue growth of 8.5% in 2025. This indicates stable demand for its products and services. The profit growth of 10.2% shows that the company is able to efficiently manage its costs and improve its margins.

The company holds a 12% market share in its industry, indicating a strong competitive position. This position could be further strengthened through continuous investments in research and development as well as strategic partnerships.

Overall, the company shows positive financial development, making it a potentially attractive investment. However, investors should also consider external factors such as geopolitical risks and regulatory changes in China that could impact future performance.

Dividend Yield: 3.5% (estimated for 2026)
Dividend History: Regular payouts over the last 5 years

China Marine Information Electronics Company Limited has been paying a consistent dividend in recent years, indicating a reliable dividend policy. The estimated dividend yield for 2026 is around 3.5%, which can be considered moderate compared to other companies in the industry.

The company has demonstrated stable financial performance in the past, suggesting that it should also be able to pay dividends in the future. However, investors should keep an eye on the overall economic situation and specific company developments, as these could influence the dividend policy.