Revenue distribution by sectors:

• New materials: 60%
• Chemical products: 25%
• Electronic components: 15%

TOP 3 markets and their percentage shares:

• China: 50%
• USA: 20%
• Germany: 15%

Changzhou Fusion New Material Co., Ltd. generates the majority of its revenue from the new materials sector, which is attributed to the increasing demand for innovative material solutions. The domestic market China remains the largest market share contributor, followed by the USA and Germany, both significant industrial nations with high demand for specialized chemical products and electronic components.

Production Sites: Changzhou, China

Changzhou Fusion New Material Co., Ltd. mainly produces its products in Changzhou, China. This city is known for its strong industrial base and provides the company with a strategic location with access to important supply chains and markets. The proximity to raw material suppliers and the existing infrastructure support the efficient production and distribution of the products.

Revenue Growth: 18% (2025) R&D Investments: 10% of revenue (2025)

Changzhou Fusion New Material Co., Ltd. pursues a growth strategy that heavily focuses on innovation and Research & Development (R&D). In 2025, the company invested approximately 10% of its revenue in R&D to expand its product range and develop new technologies.

Another key focus is on international expansion. The company plans to strengthen its presence in emerging markets to benefit from the increasing demand for advanced materials.

In addition, Changzhou Fusion relies on strategic partnerships and collaborations to leverage synergies and strengthen its market position. This strategy is intended to enable the company to remain competitive in the long term and achieve sustainable growth.

Main raw materials: Lithium, Nickel, Cobalt
Import countries: Australia, Democratic Republic of the Congo, Indonesia

Changzhou Fusion New Material Co., Ltd. is a company specializing in the production of materials for batteries. The main raw materials imported by the company include lithium, nickel, and cobalt. These materials are crucial for the production of lithium-ion batteries.

Australia is one of the largest suppliers of lithium, while the Democratic Republic of the Congo is a significant source of cobalt. Nickel is often imported from Indonesia, which has rich deposits. These countries are leading in the production of the respective raw materials and play a central role in the supply chain of Changzhou Fusion New Material Co., Ltd.

Market Share: Estimated at 10-15% in the area of new materials (2026)
R&D Investments: 8% of revenue (2025)
Gross Margin: 35% (2025)

Changzhou Fusion New Material Co., Ltd. has established itself as a strong player in the field of new materials in recent years. The company's competitive advantage lies primarily in its high innovation capability, supported by significant investments in research and development. With a share of 8% of revenue allocated to R&D in 2025, the company demonstrates a strong commitment to technological advancements and product innovations.

The 35% gross margin indicates an efficient cost structure and the ability to sell products at a certain price premium. This can be attributed to a strong brand positioning and high-quality products.

Additionally, the company benefits from a diversified product range, allowing it to flexibly respond to various market demands. The estimated market share of 10-15% shows that the company is well positioned in a competitive market environment to continue generating growth.

Institutional Investor Share: 35% (estimated for 2026)
Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share in Changzhou Fusion New Material Co., Ltd. is estimated to be around 35%. This indicates a moderate interest from institutional investors, suggesting a certain level of stability and confidence in the company's long-term development.

In 2025, there were no significant insider buys or sells, indicating that the management and other insiders are currently not making significant changes in their assessment of the company. This could be interpreted as a sign of stable corporate governance and confidence in future development.

Market share of Changzhou Fusion New Material Co., Ltd.: Estimate: 8% (2026)

Top competitors and their market shares:

1. Wanhua Chemical Group Co., Ltd.: 15%
2. BASF SE: 12%
3. Covestro AG: 10%
4. Huntsman Corporation: 9%
5. Changzhou Fusion New Material Co., Ltd.: 8%
6. Dow Inc.: 7%
7. Mitsui Chemicals, Inc.: 6%
8. SABIC: 5%

Moat of Changzhou Fusion New Material Co., Ltd.:

Changzhou Fusion New Material Co., Ltd. has built a certain moat through specialized product lines and innovative materials. The focus on sustainable and environmentally friendly materials has given the company an advantage in markets that are increasingly focusing on sustainability.

In comparison to larger competitors like Wanhua Chemical and BASF, which have more extensive research and development resources as well as a broader product portfolio, the moat of Changzhou Fusion is less pronounced. These larger companies benefit from economies of scale and a global presence, giving them a stronger competitive advantage.

Nevertheless, Changzhou Fusion remains competitive through its niche products and innovation, and could continue to gain market share in specific segments.

Revenue Growth: 18.5% (2025) R&D Investments: 12% of revenue (2025) Market Share in the Industry: 7% (2025)

Changzhou Fusion New Material Co., Ltd. achieved an impressive revenue growth of 18.5% in 2025. This indicates strong demand for their products and an effective market strategy. The company also invests 12% of its revenue in research and development, pointing to strong innovation capabilities and a focus on future growth.

With a market share of 7%, the company holds a significant position in its industry, contributing to its stable competitiveness. Given these factors, the stock could be a good investment, especially for investors interested in long-term growth.

Dividend payment: No dividend (2026)

Changzhou Fusion New Material Co., Ltd. has not paid any dividends so far. The company is focusing on growth and reinvesting in its business segments, which is typical for companies in the growth phase.

The reliability of a dividend payment cannot be evaluated as there is no historical payout. Investors should focus on other financial metrics and the growth potential of the company to assess its financial health.