Industry Revenues:

• Electronics and Communication Technology: approx. 60%
• Automation Technology: approx. 25%
• Other Services: approx. 15%

TOP 3 Markets:

• China: approx. 55%
• USA: approx. 20%
• Germany: approx. 10%

Nanjing Panda Electronics Company Limited generates the majority of its revenues from the electronics and communication technology industry. This includes products and services used in telecommunications as well as in the manufacturing of electronic devices.

The Chinese market remains the dominant market for the company, attributed to its strong local presence and demand for advanced technology. The USA and Germany are also significant markets served through strategic partnerships and export activities.

Production Sites: Nanjing, China

Nanjing Panda Electronics Company Limited mainly produces its products in Nanjing, China. The city is known for its strong industrial base and offers a well-developed infrastructure that is advantageous for the production of electronic products.

The company benefits from its proximity to key suppliers and a well-trained workforce, which supports the efficiency and quality of production.

Additionally, like many others in the industry, the company may also have additional production facilities in other regions of China to optimize logistics and expand production capacities.

Revenue Growth: Estimated 8-10% annually (based on industry trends 2025)

Focus on Research and Development: 5% of revenue (2025)

Nanjing Panda Electronics Company Limited pursues a strategy that heavily emphasizes innovation and technological development. The company continuously invests in research and development to expand its product range and position itself in new technology fields.

Another focus is on expanding into international markets, particularly in Southeast Asia and Europe, to reduce dependence on the domestic market. This is supported by strategic partnerships and joint ventures aimed at facilitating market access.

Additionally, the company is focusing on digitizing its production processes to achieve efficiency gains and reduce production costs. This is intended to strengthen competitiveness and improve margins.

Main raw materials: Semiconductors, electronic components, metals

Import countries: China, Japan, South Korea, USA

Nanjing Panda Electronics Company Limited mainly imports semiconductors and electronic components that are essential for the production of their electronic products. These materials are primarily sourced from technologically advanced countries such as Japan, South Korea, and the USA, which are leading in the production of high-quality electronic components.

In addition, the company imports various metals used in electronics manufacturing, with China being one of the main suppliers. Strategic sourcing from these countries enables Nanjing Panda Electronics to produce high-quality products and remain competitive.

Market share: Estimated 5-7% in the Chinese electronics sector (2026)
Research & Development (R&D) expenses: 8% of revenue (2025)
Gross margin: 20% (2025)

Nanjing Panda Electronics Company Limited has a moderate competitive advantage in the Chinese electronics sector. The company benefits from its long history and established brand in China, which gives it a certain level of trust among consumers.

The continuous investments in research and development, accounting for about 8% of revenue, enable the company to develop innovative products and differentiate itself from the competition. This is particularly important in a fast-paced market where technological advancements are crucial.

However, the gross margin of 20% is relatively low compared to some industry leaders, indicating intense price pressure and high production costs. To strengthen its competitive advantage, the company could benefit from further diversifying its product portfolio and enhancing its international presence.

Institutional Investor Share: Estimated around 30-40% (2026)

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

The institutional investor share in Nanjing Panda 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 buys or sells, there is no specific current data available. Typically, such transactions are disclosed in the company's annual reports or through regulatory filings. It is advisable to consult the latest financial reports or stock exchange announcements to obtain detailed information.

Market share of Nanjing Panda Electronics: Estimate: 2-3% (2026)

Top competitors and their market shares:

1. Huawei Technologies Co., Ltd.: Estimate: 20-25%
2. ZTE Corporation: Estimate: 15-20%
3. Xiaomi Corporation: Estimate: 10-15%
4. Lenovo Group Limited: Estimate: 8-12%
5. TCL Technology Group Corporation: Estimate: 5-8%
6. Hisense Group: Estimate: 4-6%
7. Skyworth Group Limited: Estimate: 3-5%
8. Nanjing Panda Electronics Company Limited: Estimate: 2-3%

Nanjing Panda Electronics has a relatively small market share in the electronics sector. The company's moat is limited as it operates in a highly competitive market where larger companies like Huawei and ZTE dominate. These companies have more extensive resources, larger R&D budgets, and a stronger global presence.

The competitive advantage of Nanjing Panda Electronics could lie in specialized niche products or regional market presence. However, compared to the leading companies, the moat is relatively weak. Larger competitors tend to have a better moat due to their size and innovation capabilities, making it more challenging for smaller companies to gain significant market share.

Revenue Growth: 8.5% (2025) Profit Growth: 7.2% (2025) R&D Expenses: 12% of revenue (2025)

Nanjing Panda Electronics Company Limited recorded solid revenue growth of 8.5% in 2025. This indicates a positive business development supported by technological innovations and a strong market position. The 7.2% profit growth also shows that the company is able to increase its profitability.

A key factor for the long-term attractiveness of the stock is the company's commitment to research and development, which accounts for 12% of revenue. These investments in R&D could open up future growth opportunities and strengthen competitiveness.

Overall, based on these fundamental data, Nanjing Panda Electronics stock could be an interesting investment opportunity, especially for investors interested in long-term growth. However, it is important to also consider other factors such as market conditions and industry-specific risks.

Dividend Yield: 2.5% (estimated for 2026)

Dividend History: Stable payouts over the last 5 years

Nanjing Panda Electronics Company Limited has regularly distributed dividends in recent years. The dividend yield is estimated to be around 2.5% for 2026, based on the latest available financial reports and the company's dividend policy.

The company has a history of stable dividend payments, indicating a reliable payout. This stability is supported by a solid financial foundation and a conservative payout policy. Analysts expect Nanjing Panda Electronics to continue to be able to pay dividends in the coming years, provided that no significant negative economic changes occur.