Revenue distribution by industry:

• Air conditioners and heat pumps: 40%
• Photovoltaic inverters: 35%
• Dehumidifiers and other household appliances: 25%

TOP 3 markets and their percentage shares:

• China: 50%
• Europe: 30%
• North America: 15%

Ningbo Deye Technology Group Co., Ltd. generates the majority of its revenue from the manufacturing and sale of air conditioners and heat pumps, followed by photovoltaic inverters. The domestic market of China is the largest market, followed by Europe and North America. The strong presence in these regions is attributed to the increasing demand for energy-efficient solutions and renewable energies.

Production Sites: Ningbo, China

Ningbo Deye Technology Group Co., Ltd. mainly produces its products in Ningbo, China. The city of Ningbo is a significant industrial center known for its advanced manufacturing capabilities. The company benefits from the well-developed infrastructure and proximity to key suppliers and logistics hubs in the region.

Revenue Growth: 18% (2024, estimated)

Strategic Focus Areas:

1. Expansion of Product Range: Ningbo Deye Technology Group Co., Ltd. plans to further expand its product range in the field of renewable energies and air conditioning. This includes the development of new, energy-efficient models that comply with current environmental standards.

2. International Expansion: The company is focusing on entering new markets in Europe and North America. These regions offer great potential for their products, especially in the solar energy sector.

3. Research and Development: A significant portion of the investments will be allocated to research and development to drive technological innovations. The goal is to enhance competitiveness through advanced technologies.

4. Sustainability and Digitalization: Deye places great emphasis on sustainable production methods and digitalizing their processes to achieve efficiency improvements and reduce the ecological footprint.

These strategic measures are intended to secure the company's growth in the coming years and strengthen its market position.

Main raw materials: Aluminum, Copper, Silicon

Main supplying countries: Australia, Chile, China

Ningbo Deye Technology Group Co., Ltd. is a company specializing in the production of inverters and other electronic components. For the production of these products, especially aluminum, copper, and silicon are essential.

Aluminum is often imported from Australia, as the country is one of the largest aluminum producers worldwide. Copper is frequently sourced from Chile, which is considered a leading copper exporter. Silicon, used in the production of semiconductors and photovoltaic cells, is often produced within China itself, as the country has significant production capacities.

These raw materials are crucial for the production of products by Ningbo Deye Technology Group Co., Ltd., as they influence the electrical and mechanical properties of the end products.

Market share in the industry: 8% (2024, estimate) Research and development investments: 12% of revenue (2023) Export share: 40% of total revenue (2023)

Ningbo Deye Technology Group Co., Ltd. has gained a significant competitive advantage in the air conditioning and photovoltaic inverter industry. With an estimated market share of 8% in 2024, the company demonstrates a strong presence, especially in the sectors where it operates.

A key factor contributing to this competitive advantage is the high investment in research and development, amounting to 12% of revenue. These investments enable the company to develop innovative products and differentiate itself technologically from its competitors.

Furthermore, the high export share of 40% of total revenue contributes to diversification and risk mitigation by reducing the company's dependence solely on the domestic market. This strengthens global competitiveness and provides protection against regional market fluctuations.

Institutional Investor Share: 28% (estimated for 2025)
Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

The institutional investor share in Ningbo Deye Technology Group Co., Ltd. is estimated to be around 28%. This indicates a moderate interest from institutional investors, suggesting confidence in the company's management and future development.

There were no significant insider buys or sells in the last year, indicating that the management and other insiders may have a stable outlook on the company's future development. Such transactions can often serve as indicators of management's expectations regarding the company's performance.

Market share of Ningbo Deye Technology Group Co., Ltd.: 8% (2025, estimated)

Top competitors and their market shares:

1. Sungrow Power Supply Co., Ltd.: 15%
2. Huawei Technologies Co., Ltd.: 12%
3. SMA Solar Technology AG: 10%
4. Fronius International GmbH: 9%
5. Ningbo Deye Technology Group Co., Ltd.: 8%
6. GoodWe Power Supply Technology Co., Ltd.: 7%
7. Enphase Energy, Inc.: 6%
8. SolarEdge Technologies, Inc.: 5%
9. Delta Electronics, Inc.: 4%
10. Growatt New Energy Technology Co., Ltd.: 3%

Moat of Ningbo Deye Technology Group Co., Ltd.:

Ningbo Deye Technology Group Co., Ltd. has a moderate moat, mainly characterized by its innovation capabilities and the quality of its inverter products. In recent years, the company has stood out through technological advancements and a strong R&D department, helping it differentiate from some competitors.

However, companies like Huawei and Sungrow have a stronger moat due to their larger resources, extensive product portfolios, and more global distribution networks. These factors enable them to react faster to market changes and secure larger market shares.

Overall, Ningbo Deye has a solid but not insurmountable moat. To remain competitive in the long term, the company must continue to invest in innovations and expand its international presence.

Revenue Growth: 18% (2024)
Profit Growth: 20% (2024)
Market Share in the Inverter Sector: 10% (2024, Estimate)

Ningbo Deye Technology Group Co., Ltd. recorded strong revenue growth of 18% in 2024, attributed to increased demand for their technological solutions, especially in the inverter sector. The company has strengthened its market position through continuous innovations and expanding its product portfolio.

The 20% profit growth during the same period indicates that the company is not only able to increase revenue but also operate efficiently and control costs. This efficiency improvement could be attributed to enhanced production processes and an optimized supply chain.

With an estimated 10% market share in the inverter sector, Ningbo Deye holds a solid position in a growing market segment. The global demand for renewable energies and related technologies continues to offer growth opportunities.

Overall, the financial performance and market position of the company suggest that the stock could be an attractive investment, especially for investors interested in the long-term development of renewable energies.

Dividend Yield: 2.5% (estimated for 2025)

Ningbo Deye Technology Group Co., Ltd. has paid dividends in recent years, but the amount of the payout has varied. The reliability of dividend payment depends heavily on the company's financial performance and market conditions.

In recent years, the company has maintained its dividend policy, indicating a certain level of stability. Analysts expect that the company will also pay a dividend in 2025, provided that there are no significant negative changes in business development.