Sources of Revenue by Industry:

1. Energy generation: 95%
2. Other services: 5%

TOP 3 Markets:

1. China: 85%
2. Southeast Asia: 10%
3. Europe: 5%

China Yangtze Power Co., Ltd. generates the majority of its revenue from energy generation, particularly through hydropower plants. The domestic market in China is the dominant revenue contributor, followed by international markets in Southeast Asia and Europe. The expansion into these regions demonstrates the company's ambition to broaden its market presence beyond China.

Main production site: Three Gorges Dam, China

China Yangtze Power Co., Ltd. is mainly engaged in the field of power generation and operates several hydroelectric power plants along the Yangtze River in China. The most significant production site is the Three Gorges Dam, the world's largest hydroelectric power station located in Hubei Province.

In addition, the company operates other hydroelectric power plants, including Gezhouba, Xiluodu, and Xiangjiaba, which are also located along the Yangtze River. These sites significantly contribute to the company's electricity production and are strategically important for China's energy supply.

Revenue Growth: Estimate of 8-10% annually (based on recent years)

Investments in Renewable Energies: Increase by 20% (2024)

China Yangtze Power Co., Ltd. is pursuing a growth strategy that heavily focuses on expanding its capacities in the field of renewable energies. The company plans to significantly increase its investments in hydropower plants and other renewable energy sources to meet the rising energy demand in China while reducing environmental impact.

In addition, the company is relying on technological innovations and efficiency improvements in existing facilities to optimize electricity production. These measures are intended not only to reduce operating costs but also to strengthen competitiveness in the international market.

Another strategic focus is on international expansion. China Yangtze Power Co., Ltd. continuously explores opportunities for joint ventures and acquisitions abroad to expand its global presence and benefit from the growing demand for clean energy worldwide.

Main Imported Raw Materials/Components: Turbine components, technical equipment

Main Supplier Countries: Germany, USA, Japan

China Yangtze Power Co., Ltd. is primarily engaged in hydroelectric power generation. While the majority of the required materials and resources are sourced locally, the company imports specialized technical equipment and turbine components necessary for the operation and maintenance of their hydroelectric power plants.

Germany, the USA, and Japan are leading manufacturers of high-quality turbines and technical equipment crucial for the efficiency and longevity of the power plants. These countries offer advanced technologies and expertise that are not available to the same extent in China.

Market share in the hydropower sector in China: approx. 20% (2024)
Total installed capacity: over 70 GW (2024)
EBITDA margin: 60% (2024)

China Yangtze Power Co., Ltd. is the largest hydropower operator in China and one of the largest globally. The company's significant competitive advantage lies in its enormous capacity, supported by the operation of large hydropower plants such as the Three Gorges Dam.

The company benefits from high EBITDA margins, attributed to efficient operational processes and the utilization of renewable energies. These margins are above average compared to other energy companies, indicating strong cost control and a stable revenue source.

Furthermore, the strategic positioning in the Chinese energy market strengthens the competitive advantage, as China continues to invest in renewable energies and the demand for clean energy rises. Support from government energy goals and the increasing focus on sustainability also contribute to the long-term success of the company.

Institutional investor share: approx. 60% (estimated for 2025)

Insider purchases/sales: No significant transactions in the last year

China Yangtze Power Co., Ltd. has traditionally had a high proportion of institutional investors, indicating confidence in the company's stability and growth potential. The estimated share of around 60% reflects the interest of large financial institutions investing in the energy sector.

In 2025, there were no significant insider purchases or sales, suggesting that management and insiders have confidence in the current corporate strategy and future prospects. This can be seen as a positive signal for stability and confidence in corporate leadership.

Market share of China Yangtze Power Co., Ltd.: 12% (estimated 2025)

Top 5 competitors and their market shares:

1. China Yangtze Power Co., Ltd.: 12%
2. Huaneng Power International, Inc.: 10%
3. Datang International Power Generation Co., Ltd.: 9%
4. Huadian Power International Corporation Limited: 8%
5. China Resources Power Holdings Company Limited: 7%

Moat of China Yangtze Power Co., Ltd.:

China Yangtze Power Co., Ltd. possesses a significant moat, mainly due to its control over the Three Gorges Dam, the world's largest hydropower plant. This facility not only provides substantial energy generation capacity but also low operating costs and a stable, environmentally friendly energy source. This gives the company a competitive advantage in terms of cost leadership and sustainability.

Compared to its competitors, China Yangtze Power benefits from strong government support and a strategic positioning in the renewable energy sector. While other companies are also investing in renewable energies, the scale and efficiency of China Yangtze Power are hard to match.

Although competitors also have significant facilities and market shares, they often lack the unique combination of size, efficiency, and strategic importance that distinguishes China Yangtze Power. This gives the company a robust moat compared to its rivals.

Revenue Growth: 8.5% (2024) Profit Growth: 7.2% (2024) Dividend Yield: 4.5% (2024)

China Yangtze Power Co., Ltd. is one of the largest energy supply companies in China and benefits from the stable demand for renewable energy. The company recorded a revenue growth of 8.5% in 2024, which is attributed to the increasing demand for clean energy and the expansion of its capacities.

The profit growth of 7.2% during the same period shows that the company is able to efficiently manage its costs and benefit from economies of scale. The dividend yield of 4.5% is attractive to investors seeking stable returns.

Given the global trends towards renewable energy and China Yangtze Power's strong market position, the stock could be a good long-term investment. However, investors should also consider macroeconomic risks and regulatory changes in China.

Dividend yield: 4.5% (2024)
Dividend history: Continuous payout in the last 5 years

China Yangtze Power Co., Ltd. is known for its reliable dividend policy. In recent years, the company has consistently distributed dividends, indicating a stable financial performance and solid cash flows. The dividend yield of 4.5% in 2024 shows that the company offers its shareholders an attractive return.

The reliability of the payout is strengthened by the company's strong market position in the renewable energy sector and the support of the Chinese government. Analysts expect that China Yangtze Power will maintain a stable dividend policy in the coming years, provided that no significant economic or regulatory changes occur.