Revenue distribution by industry:

• IT infrastructure: 60%
• Cloud services: 25%
• Artificial intelligence: 15%

TOP 3 markets and their percentage shares:

• China: 50%
• USA: 20%
• Europe: 15%

Inspur Electronic Information Industry Co., Ltd. generates the majority of its revenue from IT infrastructure, which is attributed to its strong position in the server and storage solution market. However, the cloud service sector is increasingly gaining importance as companies worldwide modernize their IT architectures.

The Chinese market remains the most important for Inspur, favored by strong demand for digital solutions and government support for local technology companies. The USA and Europe are also significant markets, with the company benefiting from the growing demand for cloud and AI solutions.

Production Sites: Mainly in China

Inspur Electronic Information Industry Co., Ltd. primarily produces its products in China. The company has several production facilities in the country that focus on manufacturing servers, storage solutions, and other IT products.

China provides Inspur with a strategic advantage due to its well-developed infrastructure and proximity to key suppliers and markets. In addition, Inspur continuously invests in modernizing and expanding its production capacities to meet the increasing demand.

Revenue Growth: 18% (2024)

Inspur Electronic Information Industry Co., Ltd. is pursuing a strategy that heavily focuses on innovation and expansion into new markets. The company is concentrating on developing advanced cloud computing solutions and AI technologies to further strengthen its market position.

Another key focus is on internationalization. Inspur plans to expand its presence in overseas markets, particularly in regions like Europe and North America, where the demand for IT infrastructure and cloud services is growing.

In addition, Inspur is investing in research and development to diversify its product range and integrate new technologies such as edge computing and big data. These strategic initiatives are aimed at maximizing the company's growth potential in the coming years.

Main raw materials: Semiconductors, electronic components, metals

Countries of origin: USA, Japan, South Korea, Taiwan

Inspur Electronic Information Industry Co., Ltd. mainly imports semiconductors and electronic components that are essential for the production of their IT products. These materials are primarily sourced from technologically advanced countries such as the USA, Japan, South Korea, and Taiwan, which are leading in the production of semiconductors and electronic components.

Metals needed for casings and other hardware components could also be imported, with the exact countries of origin varying depending on availability and price. Dependence on these imports is typical for companies in the electronics and IT industry to ensure the quality and performance of their products.

Market share in China: 20% (estimated 2025)
Growth in the Cloud segment: 18% (2024)
Research & Development (R&D) expenses: 10% of revenue (2024)

Inspur Electronic Information Industry Co., Ltd. has a significant competitive advantage, especially in the Chinese market, where it holds an estimated market share of 20%. This is largely due to its strong presence in the server and cloud services sector.

The company experienced 18% growth in the Cloud segment in 2024, attributed to the increasing demand for cloud solutions and Inspur's ability to offer innovative and scalable solutions.

Furthermore, Inspur continuously invests in research and development, with 10% of revenue allocated to R&D. These investments enable the company to drive technological innovations and continuously improve its products, providing another competitive edge.

Institutional Investor Share: Approximately 45% (estimated for 2025 based on 2023 trends)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

The institutional investor share in Inspur Electronic Information Industry Co., Ltd. was recently around 40-50%, indicating strong confidence from institutional investors in the company. These investors typically value the company's long-term growth prospects and market position.

Regarding insider transactions, there were no significant buys or sells in the last year, suggesting that management and other insiders have confidence in the current company strategy and future prospects. Such information is important as it is often seen as an indicator of management's outlook on future developments.

Market share of Inspur Electronic Information Industry Co., Ltd.: Estimate: 8% (2025)

Top competitors and their market shares:

1. Huawei Technologies Co., Ltd.: 20%
2. Lenovo Group Limited: 15%
3. Dell Technologies Inc.: 12%
4. Hewlett Packard Enterprise (HPE): 10%
5. Inspur Electronic Information Industry Co., Ltd.: 8%
6. Cisco Systems, Inc.: 7%
7. IBM: 6%
8. Fujitsu Limited: 5%
9. Oracle Corporation: 4%
10. Super Micro Computer, Inc.: 3%

Inspur Electronic Information Industry Co., Ltd. is a significant player in the information technology and cloud computing services sector. The 8% market share indicates that the company holds a strong position, but lags behind leading companies like Huawei and Lenovo.

Inspur's moat mainly lies in its strong presence in the Chinese market and its ability to offer tailored solutions for local needs. This provides some protection against international competitors. However, companies like Huawei and Lenovo have a broader and deeper moat due to their global reach, extensive product portfolios, and strong brand recognition.

In summary, Inspur has a significant advantage in its domestic market, but its moat is limited compared to global giants. The competition often has better strategic advantages due to their international presence and innovation capabilities.

Revenue Growth: 18% (2024)
Profit Growth: 15% (2024)
Market Share in the Cloud Computing Sector: 10% (2024)

Inspur Electronic Information Industry Co., Ltd. achieved an impressive revenue growth of 18% in 2024, driven by strong demand for their cloud computing and AI solutions. The company has strengthened its market position through strategic partnerships and technological innovations.

In addition, Inspur has increased its market share in the cloud computing sector to 10%, indicating successful expansion and the introduction of new products. These factors suggest that the company is well positioned to benefit from the growing demand in the technology industry.

Analysts view the strong market position and continuous investments in research and development as positive indicators for future growth. Therefore, the stock of Inspur Electronic Information Industry Co., Ltd. could present an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend yield: 1.8% (2024)
Dividend history: Regular payouts in the last 5 years

Inspur Electronic Information Industry Co., Ltd. has regularly distributed dividends in recent years, indicating a certain reliability in its dividend policy. The dividend yield was last at 1.8%, which is moderate compared to other technology companies.

The company has maintained its payouts constant over the past five years, indicating a stable financial performance and a solid cash flow situation. Analysts expect that Inspur will also be able to pay dividends in the coming years, provided there are no significant economic or company-specific challenges.