Revenue distribution by sectors:

• Lithium production: 60%
• Explosives manufacturing: 30%
• Other chemicals: 10%

TOP 3 markets and their percentage shares:

• China: 50%
• USA: 25%
• Europe: 15%

Sichuan Yahua Industrial Group Co., Ltd. generates the majority of its revenue from lithium production, driven by the increasing demand for lithium-ion batteries for electric vehicles. The domestic market in China remains the largest sales market, followed by the USA and Europe, which also show strong demand for lithium for electromobility.

Production Sites: Sichuan, China

Sichuan Yahua Industrial Group Co., Ltd. mainly produces in the province of Sichuan, China. The company is known for its lithium products, which are manufactured in the region rich in natural resources. The strategic location in Sichuan allows the company to benefit from the local mineral deposits and to produce efficiently.

Current Growth Strategy:

1. Expansion of Lithium Production: Sichuan Yahua Industrial Group Co., Ltd. has heavily invested in expanding its lithium production in recent years. This includes both expanding existing mines and developing new deposits to meet the increasing demand for lithium-ion batteries.

2. Diversification of Product Range: The company is diversifying its product range to achieve a stronger market presence not only in lithium production but also in other chemicals and materials for battery manufacturing.

3. International Expansion: Sichuan Yahua is pursuing a strategy of international expansion, particularly in markets with high growth potential for electric vehicles and renewable energies. This includes partnerships and joint ventures with international companies.

4. Research and Development: Another focus is on research and development to develop innovative solutions and more efficient production methods. This is intended to secure the company's competitiveness in the long term.

These strategies aim to strengthen Sichuan Yahua's market position in the global lithium and battery market and align the company for future growth.

Imported Raw Materials: Lithium, Chemicals

Main Supplier Countries: Australia, Chile

Sichuan Yahua Industrial Group Co., Ltd. is a significant player in the lithium industry. The company mainly imports lithium, which is used for the production of lithium compounds and batteries. Australia and Chile are the main suppliers, as these countries are among the largest lithium producers in the world.

Australia mainly supplies spodumene, a lithium-containing mineral, while Chile is known for its large lithium brine deposits. These imports are crucial for Yahua's production capacities, especially considering the increasing demand for lithium-ion batteries.

Market share in the lithium sector: 5% (2024, estimate) Revenue growth in lithium division: 20% (2023) EBITDA margin: 18% (2023)

Sichuan Yahua Industrial Group Co., Ltd. has established itself as a significant player in the lithium sector in recent years, particularly through its strategic investments in lithium mines and processing plants. In 2023, the company achieved a revenue growth of 20% in its lithium division, driven by the increasing demand for lithium for batteries in electric vehicles.

The 18% EBITDA margin indicates that Sichuan Yahua is able to efficiently manage its costs while benefiting from the high prices in the lithium sector. With a market share of approximately 5% in the global lithium sector, the company has a solid position, but there is still potential for growth and market share gains.

Sichuan Yahua's competitive advantage lies in its vertical integration and the strategic location of its resources. This allows the company to operate an efficient supply chain from resource extraction to processing. However, competition in the lithium sector remains intense, especially from large international corporations and new market entrants.

Institutional Investor Share: 30% (estimated for 2025)
Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in Sichuan Yahua Industrial Group Co., Ltd. is estimated to be around 30%. This reflects the interest of institutional investors in participating in the company, which operates in the lithium production sector and benefits from the increasing demand for battery materials.

In 2024, there were no significant insider buys or sells, indicating that the management and other insiders have confidence in the long-term development of the company. Such transactions are often seen as an indicator of the management's expectations regarding the future performance of the company.

Market share of Sichuan Yahua Industrial Group Co., Ltd.: Estimate: 8% (2025)

Main 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. Sichuan Yahua Industrial Group Co., Ltd.: 8%
7. Orocobre Limited: 7%
8. FMC Corporation: 5%

Moat of Sichuan Yahua Industrial Group Co., Ltd.:

Sichuan Yahua Industrial Group is primarily known for its lithium production, which has gained importance in recent years due to the increasing demand for batteries for electric vehicles and energy storage systems. The company's moat lies in its strategic location in China, one of the largest markets for electric vehicles, as well as its long-term supply contracts with major battery manufacturers.

However, compared to its competitors, Sichuan Yahua has a less pronounced moat than companies like Albemarle or SQM, which have larger production capacities and broader geographic diversification. These companies benefit from a stronger global presence and established partnerships in various markets, giving them a competitive advantage.

In summary, while Sichuan Yahua Industrial Group has certain strategic advantages, it has a less significant moat compared to industry leaders. The competition often has a stronger competitive advantage due to their global reach and larger production capacities.

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

Sichuan Yahua Industrial Group Co., Ltd. recorded a revenue growth of 18% in 2024, attributed to the increasing demand for lithium and expansion into new markets. The company has expanded its production capacities and benefits from long-term supply contracts with major battery manufacturers.

The profit growth of 15% during the same period indicates that the company not only increased its revenue but also became more efficient. This could be due to cost-cutting measures and improved production processes.

With a 10% market share in the global lithium sector, Sichuan Yahua is well positioned to benefit from the growing demand for electric vehicles and energy storage solutions. The strategic focus on sustainable technologies and partnerships with leading companies in the industry supports long-term growth potential.

Overall, the strong financial performance and strategic positioning suggest that Sichuan Yahua presents an attractive investment opportunity, especially for investors interested in the development of the lithium sector.

Dividend payment: Yes, Sichuan Yahua Industrial Group Co., Ltd. pays a dividend.
Dividend yield: Estimate for 2025: approximately 1.5% - 2.0%
Reliability: Moderate to high

Sichuan Yahua Industrial Group Co., Ltd. has regularly paid dividends in recent years, indicating a certain level of reliability. The dividend yield is in the moderate range, which is typical for companies in the chemical and raw materials industry. The reliability of the payout depends on the company's performance and market conditions, which are generally stable but can be influenced by the volatility of commodity prices.