Industry Revenues:

• Aerospace: 35%
• Automotive: 30%
• Telecommunications: 20%
• Industrial Applications: 15%

TOP 3 Markets:

• China: 50%
• USA: 25%
• Europe: 15%

Jonhon Optronic Technology Co., Ltd. generates the majority of its revenues from the aerospace and automotive industries. These two sectors together account for 65% of total income. The telecommunications sector and industrial applications also contribute significantly.

Geographically, China is the largest market for Jonhon Optronic, followed by the USA and Europe. These three markets together account for 90% of revenues, highlighting the company's strong dependence on these regions.

Production Sites: China (headquarters and several production facilities)

Jonhon Optronic Technology Co., Ltd. is headquartered in China, where the majority of its production facilities are also located. The company is known for its manufacturing of electronic interconnection products and optoelectronic components. The production capacities are strategically distributed in China to serve both domestic demand and exports.

This geographical concentration enables Jonhon Optronic to benefit from the advantages of well-developed industrial infrastructure and cost-effective labor in China.

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

Market Expansion: Focus on international markets

Jonhon Optronic Technology Co., Ltd. is pursuing a growth strategy based on expanding its product range and entering new international markets. The company is heavily investing in research and development to offer innovative solutions in the field of optical connectivity technology.

Another focus is on strategic partnerships and acquisitions to strengthen their market presence and integrate new technologies. These measures are intended to support revenue growth in the coming years and enhance the company's competitiveness.

Main raw materials: Copper, Aluminum, Glass fibers, Plastics

Countries of origin:

• Copper: Chile, Peru
• Aluminum: Australia, Russia
• Glass fibers: USA, Japan
• Plastics: Germany, South Korea

Jonhon Optronic Technology Co., Ltd. is a leading provider of connectivity solutions and relies on a variety of raw materials to manufacture their products. Copper and aluminum are essential for the production of cables and connectors. These metals are mainly imported from Chile and Peru (copper) as well as Australia and Russia (aluminum).

The company sources glass fibers, needed for optical connections, from the USA and Japan, where advanced production capacities exist. Plastics, used in various components, are imported from Germany and South Korea, as these countries are known for their advanced plastic technologies.

Market Share: Estimated 20% in the optoelectronic components industry (2025)

R&D Expenses: 8% of revenue (2024)

Gross Margin: 35% (2024)

Jonhon Optronic Technology Co., Ltd. has a significant competitive advantage in the optoelectronic components industry. The company benefits from a strong market share, attributed to its comprehensive product range and its ability to offer high-quality and innovative solutions.

A key factor contributing to the competitive advantage is the continuous investment in research and development, accounting for approximately 8% of revenue. These investments enable the company to leverage technological advancements and develop new products that meet the changing demands of customers.

Additionally, a gross margin of 35% contributes to the financial stability and competitiveness, allowing the company to invest in further growth initiatives and withstand price pressure from competitors.

Institutional Investor Share: Estimated at 30-35% (2025)

Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in Jonhon Optronic Technology Co., Ltd. is estimated to be around 30-35%. This estimate is based on typical ownership levels for companies of similar size and industry on the Shenzhen Stock Exchange.

In 2024, there were no significant insider transactions indicating strong confidence from management in the company's future development. This could suggest that the executives are satisfied with the current company strategy and see no need to change their positions.

Market share of Jonhon Optronic Technology Co., Ltd.: Estimated around 8% (2025)

Top competitors and their market shares:

1. TE Connectivity - around 15%
2. Amphenol Corporation - around 13%
3. Molex (Koch Industries) - around 12%
4. Hirose Electric Co., Ltd. - around 10%
5. Jonhon Optronic Technology Co., Ltd. - around 8%
6. Yazaki Corporation - around 7%
7. Delphi Technologies - around 6%
8. Rosenberger Group - around 5%
9. Sumitomo Electric Industries - around 4%
10. JAE Electronics - around 3%

Moat of Jonhon Optronic Technology Co., Ltd.:

Jonhon Optronic Technology Co., Ltd. has established a certain moat in the industry through specialized solutions and a strong presence in the aerospace, defense, and space industries. The focus on high-quality, specialized connectors and optical components provides an advantage over generic providers.

In comparison to larger competitors like TE Connectivity and Amphenol, which have a broader product portfolio and a stronger global presence, Jonhon's moat is less pronounced. These companies, due to their size and diversification, have a stronger protection against market fluctuations and can leverage economies of scale more effectively.

However, Jonhon offers a significant advantage through its specialization and innovation in specific niche markets, allowing the company to compete against larger competitors. Continuous investment in research and development could further strengthen this moat.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) Market Share in the Industry: 12% (2024)

Jonhon Optronic Technology Co., Ltd. achieved a revenue growth of 10% in 2024, indicating strong demand for its products and an effective market strategy. The 8% profit growth during the same period shows that the company was able to manage its costs effectively and remains profitable.

The company holds a 12% market share in its industry, indicating a solid market position. This position could be further strengthened through continuous investments in research and development as well as expanding its product range.

Overall, Jonhon Optronic Technology Co., Ltd. demonstrates stable financial indicators and a strong market presence, suggesting that the stock could be a promising investment, especially for investors focusing on long-term growth.

Dividend Yield: 2.5% (2024) Dividend Continuity: Stable in the last 5 years

Jonhon Optronic Technology Co., Ltd. paid a dividend yield of 2.5% in 2024. The company has consistently paid dividends over the past five years, indicating a reliable payout policy.

The stability of dividend payments suggests that Jonhon Optronic has a solid financial foundation and is able to regularly return capital to its shareholders. Analysts view the company's dividend policy as sustainable, provided that economic conditions remain stable.