Revenue distribution by industry:

• Defense technology: 45%
• Automotive industry: 30%
• Electronics and communication: 25%

TOP 3 markets and their percentage shares:

• China: 55%
• USA: 20%
• Europe: 15%

North Industries Group Red Arrow Co., Ltd. generates the majority of its revenue from defense technology, which is attributed to their expertise and long-standing experience in this field. The automotive industry and electronics/communication are also significant revenue drivers benefiting from product portfolio diversification.

The Chinese market dominates the revenue distribution, which is not surprising as the company is headquartered there and benefits from strong domestic demand. The USA and Europe are also important markets served through strategic partnerships and export activities.

Production Sites: China

North Industries Group Red Arrow Co., Ltd, also known as Red Arrow, mainly produces its products in China. The company operates in the defense and military industry and has strategically located its production facilities within China to benefit from the proximity to raw material sources and a well-trained labor pool.

This geographical concentration enables the company to optimize its production costs while minimizing logistical challenges. Being a company operating in the defense industry, production in China also makes sense for regulatory and security reasons.

Revenue Growth: Estimated 10-12% annually (2025-2027)

Focus on Innovation and Technology: North Industries Group Red Arrow Co., Ltd is increasingly focusing on the development of new technologies and products to strengthen its market position. This includes investments in research and development as well as the introduction of innovative solutions in its existing product lines.

International Expansion: The company plans to expand its presence in international markets. This includes both entering new markets and deepening existing trade relationships, especially in Asia and Europe.

Sustainability and Efficiency: Another strategic focus is on improving operational efficiency and implementing sustainable practices. This is intended not only to reduce costs but also to enhance the company's image in an increasingly environmentally conscious market environment.

These strategies aim to secure the company's growth in the coming years and increase its competitiveness on a global scale.

Main raw materials: Steel, aluminum, electronic components
Main supplying countries: China, Japan, South Korea, Germany

North Industries Group Red Arrow Co., Ltd (SZSE:000519) mainly imports raw materials such as steel and aluminum, which are crucial for their production processes in the defense and military industry. These materials are predominantly sourced from China itself, as the country has a strong steel and aluminum production.

In addition, the company imports electronic components needed for advanced weapon systems and technologies. These components often come from Japan and South Korea, known for their high-quality electronic products.

Germany is also an important supplier, especially for specialized machinery and technologies used in manufacturing. These international sources enable North Industries Group to produce high-quality products and maintain their competitiveness in the global market.

Market Share: 18% (2025, estimated)
R&D Expenses: 8% of revenue (2024)
Gross Margin: 35% (2024)

North Industries Group Red Arrow Co., Ltd. has a significant competitive advantage in the industry, supported by several factors. The estimated market share of 18% indicates that the company holds a strong position in the market. This is reinforced by continuous investments in research and development, accounting for 8% of revenue. These investments enable the company to develop innovative products and differentiate itself from the competition.

The gross margin of 35% is another indicator of the competitive advantage, as it reflects an efficient cost structure and the ability to sell products at a premium price. Taken together, these factors suggest that North Industries Group Red Arrow Co., Ltd. is well positioned to remain competitive and continue to achieve growth.

Institutional Investor Share: 48% (estimated 2025)

Insider Trades: No significant transactions in the last quarter (2025)

The institutional investor share in North Industries Group Red Arrow Co., Ltd is estimated to be around 48%. This indicates a strong trust from institutional investors in the company, which is often seen as a positive signal for the company's stability and growth potential.

There were no significant insider transactions in the last quarter. This could suggest that the management and other insiders currently do not expect significant changes in the stock value. However, it is important to regularly review this data as it can change quickly.

Market share of North Industries Group Red Arrow Co., Ltd (SZSE:000519): 8% (2025, estimated)

Top competitors and their market shares:

1. China North Industries Corporation (Norinco): 15%
2. Aviation Industry Corporation of China (AVIC): 12%
3. China South Industries Group Corporation: 10%
4. China Aerospace Science and Technology Corporation (CASC): 9%
5. North Industries Group Red Arrow Co., Ltd: 8%
6. China Electronics Technology Group Corporation (CETC): 7%
7. China Shipbuilding Industry Corporation (CSIC): 6%
8. Poly Technologies Inc.: 5%
9. China National Nuclear Corporation (CNNC): 4%
10. China State Shipbuilding Corporation (CSSC): 3%

Moat of North Industries Group Red Arrow Co., Ltd:

The moat of North Industries Group Red Arrow Co., Ltd lies in their specialization in precision weapons and defense technology, giving them an advantage in certain niche markets. Their close ties to government defense contracts and their long-standing experience in the industry strengthen their position.

Compared to larger competitors like Norinco and AVIC, who are more diversified and have greater resources, the moat of North Industries Group Red Arrow Co., Ltd is less pronounced. These companies benefit from a diversified product range and a stronger international presence, giving them a significant strategic advantage.

In summary, North Industries Group Red Arrow Co., Ltd has a certain moat in specialized areas, but larger competitors are overall better positioned to benefit from economies of scale and a broader market presence.

Revenue Growth: 10.5% (2024)
Profit Growth: 8.2% (2024)
Market Share in the Industry: 12% (2024)

North Industries Group Red Arrow Co., Ltd achieved a solid revenue growth of 10.5% in 2024, indicating strong demand for its products and services. The profit growth of 8.2% shows that the company is able to effectively manage its costs and remain profitable.

The company holds a 12% market share in its industry, indicating a stable position in the market. This market position could help the company capitalize on future growth opportunities and strengthen its competitiveness.

Overall, these indicators suggest that North Industries Group Red Arrow Co., Ltd has a stable financial foundation and potentially represents a good investment, especially considering the industry's growth potential. However, investors should also consider other factors such as market trends and geopolitical risks before making a final investment decision.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Regular payouts over the last 5 years

North Industries Group Red Arrow Co., Ltd has pursued a consistent dividend policy in recent years. The dividend yield is estimated to be around 2.5% for 2025, based on past payouts and current market trends.

The company has been paying dividends regularly over the past five years, indicating a reliable payout practice. This stability could suggest a solid financial foundation and a strategic focus on sustainable growth.