Industry Sales:

• Chemical fibers: approx. 70%
• Textiles: approx. 20%
• Other: approx. 10%

TOP 3 Markets:

1. China: approx. 60%
2. Southeast Asia: approx. 20%
3. Europe: approx. 10%

Tongkun Group Co., Ltd. is mainly active in the chemical fiber industry, with the majority of sales coming from the production and sale of polyester fibers. The domestic market of China is the largest sales market, followed by key export markets in Southeast Asia and Europe. The strong presence in these regions reflects the company's strategic focus on placing its products in high-growth markets.

Production Sites: Zhejiang, China

Tongkun Group Co., Ltd. is a leading company in the chemical fiber industry and has its production facilities mainly located in the province of Zhejiang, China. This region is known for its strong industrial base and infrastructure that is suitable for the manufacturing of chemical fibers and related products.

The strategic location in Zhejiang enables Tongkun to benefit from logistical advantages and proximity to raw material suppliers, enhancing the efficiency and competitiveness of the company.

Revenue Growth: 10.5% (estimated 2024)
Investment in Research and Development: 5% of revenue (2024)

Tongkun Group Co., Ltd. pursues a strategy focused on diversification and innovation to secure future growth. The company is increasing its investment in research and development to expand its range of polyester products and develop new, more environmentally friendly materials.

Another key focus is on geographical expansion, particularly in emerging markets, to reduce dependence on saturated markets. This includes both expanding production capacities and exploring new distribution channels.

In addition, Tongkun is leveraging strategic partnerships and joint ventures to harness technological advancements and increase production efficiency. These measures are intended to enhance competitiveness and ensure long-term growth.

Main raw material: Paraxylene (PX)

Main importing countries: Saudi Arabia, South Korea, United States

Tongkun Group Co., Ltd., a leading manufacturer in the polyester industry, mainly imports Paraxylene (PX), which serves as an essential raw material for the production of Purified Terephthalic Acid (PTA). PTA, in turn, is a key component in the manufacturing of polyester fibers.

Saudi Arabia and South Korea are significant suppliers of Paraxylene, as they have large refinery capacities. The United States is also an important exporter, particularly due to its advanced petrochemical industry and the availability of raw materials. These countries offer stable supply chains and competitive prices, making them preferred partners for Tongkun Group.

Market share: 10% (estimated 2025)
EBITDA margin: 15% (2024)
Return on Equity (ROE): 18% (2024)

Tongkun Group Co., Ltd. is one of the leading manufacturers of polyester products in China. The company's competitive advantage lies in its vertically integrated production chain, which enables cost reduction and efficiency improvement. This integration also provides flexibility to adapt to market changes and fluctuations in raw material prices.

Another advantage is the strong market presence and extensive distribution network that helps Tongkun effectively market and distribute its products. Continuous investments in research and development also strengthen innovation and product quality, contributing to a sustainable competitive position.

In summary, Tongkun Group Co., Ltd. possesses a significant competitive advantage through its integrated production structure, market presence, and innovation capabilities, supported by solid financial indicators.

Institutional Investor Share: Estimated at around 40-50% (2025)

Insider Buys/Sells: No specific current data available (2025)

The institutional investor share in Tongkun Group Co., Ltd. is estimated to be around 40-50%. This is typical for large publicly traded companies in China, which are often held by institutional investors such as investment funds and pension funds.

There is no specific current data available on insider buys or sells. Typically, such transactions are disclosed in the company's reports or through stock exchange announcements. It is advisable to consult the latest financial reports or regulatory disclosures from the Shanghai Stock Exchange to obtain detailed information.

Market share of Tongkun Group Co., Ltd.: Estimated around 10% (2025)

Top competitors and their market shares:

1. Hengli Petrochemical Co., Ltd.: around 15%
2. Zhejiang Rongsheng Holding Group Co., Ltd.: around 12%
3. Sinopec Yizheng Chemical Fibre Co., Ltd.: around 9%
4. Xinfengming Group Co., Ltd.: around 8%
5. Hengyi Petrochemical Co., Ltd.: around 7%

Moat of Tongkun Group Co., Ltd.:

Tongkun Group Co., Ltd. has a moderate moat, mainly characterized by its vertical integration and cost efficiency. The company benefits from a strong position in polyester production, allowing it to offer competitive prices and optimize margins.

In comparison to competitors, Hengli Petrochemical has a stronger moat due to its larger production capacity and diversified product range. Zhejiang Rongsheng Holding Group also has a significant advantage through strategic partnerships and investments in research and development.

Overall, Tongkun Group has a solid, but not outstanding moat compared to its largest competitors. The competitive advantage could be further enhanced through increased innovation and expansion into new markets.

Revenue Growth: 9.8% (2024) Profit Growth: 11.4% (2024) Return on Equity: 13.2% (2024)

Tongkun Group Co., Ltd. recorded a solid revenue growth of 9.8% in 2024, indicating strong demand for its products and effective expansion into new markets. The profit growth of 11.4% shows that the company is able to efficiently manage its costs and increase its profitability.

The return on equity of 13.2% is an indicator of effective capital utilization by management and is at the upper end of the industry, suggesting good capital returns.

In summary, Tongkun Group Co., Ltd. represents an attractive investment opportunity due to its solid financial performance and effective resource utilization. However, potential investors should also consider external factors such as market conditions and geopolitical risks before making a final decision.

Dividend Yield: 3.5% (2025, estimated)
Dividend History: Consistent payout over the last 5 years

Tongkun Group Co., Ltd. has regularly distributed dividends in recent years. The dividend yield is currently estimated at 3.5%, which can be considered solid compared to other companies in the industry.

The reliability of the payout is evident in the continuous dividend payment over the past five years. This suggests that the company has a stable financial position and is able to regularly return capital to its shareholders. Analysts expect Tongkun Group to continue this practice unless significant economic changes occur.