Industry Revenue Breakdown:

• Lithium Production: 70%
• Chemicals: 20%
• Other: 10%

TOP 3 Markets:

• China: 55%
• USA: 25%
• Europe: 15%

Chengxin Lithium Group Co., Ltd. generates the majority of its revenue from lithium production, which is growing significantly due to the increasing demand for batteries for electric vehicles and energy storage solutions. The largest market is China, attributed to the strong local demand and the country's strategic importance in the field of electromobility.

The USA and Europe follow as important markets, also benefiting from the growing demand for sustainable energy solutions. These markets continue to offer growth potential, especially through the expansion of electric vehicle infrastructure and support from government incentive programs.

Production Sites:

• China: Main production facilities located in the Sichuan province.
• Indonesia: Joint venture for the production of lithium hydroxide.
• Argentina: Participation in a lithium project in the Salar de Olaroz.

Chengxin Lithium Group Co., Ltd. has expanded its production capacities in several countries to meet the increasing demand for lithium. In China, the main production plants specialize in processing lithium concentrate.

Additionally, through international joint ventures and participations, the company has strengthened its presence in Indonesia and Argentina. These strategic locations enable Chengxin Lithium to secure raw material supply and optimize production costs.

Revenue Growth: Estimated 18% (2024) Investment in Research and Development: 10% of revenue (2024)

Chengxin Lithium Group Co., Ltd. is pursuing a growth strategy that heavily focuses on expanding its production capacities and tapping into new markets. A key component of this strategy is increasing investments in research and development to develop innovative lithium products and enhance production process efficiency.

Additionally, the company is concentrating on strategic partnerships and joint ventures, particularly in regions with high demand for lithium, such as Europe and North America. These partnerships are intended to facilitate market access and optimize supply chains.

Another focus is on sustainability. Chengxin Lithium is investing in environmentally friendly mining and production methods to reduce its ecological footprint and meet the increasing requirements of regulatory authorities. These measures are aimed at positioning the company as a responsible market leader and securing long-term competitive advantages.

Main raw materials: Lithium, Nickel, Cobalt

Import countries:

• Australia: Main supplier for Lithium
• Democratic Republic of the Congo: Cobalt
• Indonesia: Nickel

Chengxin Lithium Group Co., Ltd. mainly imports Lithium, Nickel, and Cobalt, which are essential for the production of lithium-ion batteries. Australia is one of the largest exporters of Lithium globally and supplies many companies, including Chengxin. For Cobalt, which is also a critical component of batteries, the company mainly sources its supplies from the Democratic Republic of the Congo, which has the largest Cobalt reserves worldwide. Nickel is often imported from Indonesia, which has significantly increased its production and exports of Nickel in recent years.

This import strategy enables Chengxin to secure the necessary raw materials for battery production to meet the increasing demand in the field of electromobility.

Market share: 8% (estimated for 2025)

Production capacity: 50,000 tons of lithium carbonate per year (2024)

Chengxin Lithium Group Co., Ltd. has established itself as one of the significant players in the lithium sector. The company's competitive advantage lies in its vertically integrated supply chain, which enables cost reduction and efficiency improvement. This integration includes both raw material extraction and processing as well as distribution.

Another advantage is the strategic location of the production facilities, which are situated near important sources of raw materials. This significantly reduces transportation costs and times. Additionally, the company continuously invests in research and development to enhance the efficiency of lithium extraction and develop more environmentally friendly processes.

Chengxin Lithium Group's market share is favored by the increasing demand for lithium, especially from the electric vehicle industry. Despite intense competition in the sector, particularly from large international corporations, the company remains competitive due to its innovation and cost efficiency.

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

The institutional investor share in Chengxin Lithium Group Co., Ltd. is estimated to be around 28%. This reflects the interest of institutional investors, who typically focus on long-term growth opportunities.

In 2025, there were no significant insider buys or sells, indicating a stable confidence of the management in the future development of the company. Such activities are often seen as an indicator of the management's assessment of the company's business prospects.

Market share of Chengxin Lithium Group Co., Ltd.: 8% (2025, estimated)

Top competitors and their market shares:

1. Albemarle Corporation: 20%
2. SQM (Sociedad Química y Minera de Chile): 18%
3. Ganfeng Lithium Co., Ltd.: 15%
4. Tianqi Lithium Corporation: 12%
5. Livent Corporation: 10%
6. Chengxin Lithium Group Co., Ltd.: 8%
7. Orocobre Limited: 7%
8. Mineral Resources Limited: 5%

Chengxin Lithium Group Co., Ltd. holds a market share of approximately 8%, making it a significant but not dominating player in the global lithium market. Major competitors like Albemarle Corporation and SQM have significantly higher market shares, along with larger production capacities and geographical reach.

Chengxin Lithium's moat could be established through specialized technologies or cost-efficient production methods. However, companies like Albemarle and SQM have a stronger moat due to their established market presence, extensive resources, and strategic partnerships.

Chengxin Lithium needs to continue investing in innovation and efficiency to strengthen its competitive position and potentially expand its moat against the leading companies. Currently, the larger competitors seem to have a significant advantage in terms of market share and strategic positioning.

Revenue Growth: 18% (2024) Profit Growth: 20% (2024) Market Share in the Lithium Sector: 12% (2024)

Chengxin Lithium Group Co., Ltd. recorded strong revenue growth of 18% in 2024, driven by increasing demand for lithium for batteries in electric vehicles and other technologies. The company was able to increase its profit by 20%, indicating efficient production processes and cost management.

With a 12% market share in the lithium sector, Chengxin Lithium holds a solid position in a growing market. Global demand for lithium is expected to continue rising, providing the company with additional growth opportunities.

In addition, Chengxin Lithium is investing in research and development to develop innovative technologies that could enhance its competitiveness. These factors suggest that the stock has long-term potential, especially in an environment characterized by electrification and renewable energies.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Regular payouts since 2021

Chengxin Lithium Group Co., Ltd. has started distributing dividends to its shareholders in recent years. The dividend yield is estimated to be around 2.5% for the year 2025. This shows that the company is committed to returning a portion of its profits to its shareholders.

The reliability of dividend payments can be considered moderate, as the company has only been paying dividends regularly since 2021. The stability of the payouts heavily depends on the future business development and price trends in the lithium market. Analysts are monitoring market conditions and the company's strategy to better assess the sustainability of the dividend policy.