Industry Revenues:

• Automotive Industry: approx. 60%
• Electronics Industry: approx. 25%
• Energy Storage Solutions: approx. 15%

TOP 3 Markets:

1. China: approx. 50%
2. USA: approx. 20%
3. Europe: approx. 15%

Shenzhen Kedali Industry Co., Ltd. generates the majority of its revenues from the automotive industry, particularly through the production of components for electric vehicles. The electronics industry, including battery accessories, also contributes significantly to the income.

China remains the largest market for the company, followed by the USA and Europe, reflecting its strong international presence and strategic focus on high-growth regions.

Production Sites: Shenzhen, China; Suzhou, China; and Huizhou, China (as of 2023)

Shenzhen Kedali Industry Co., Ltd. mainly produces its products in China. The main production sites are located in Shenzhen, Suzhou, and Huizhou. These locations are strategically chosen to ensure proximity to key suppliers and customers in the electronics and automotive industries. The company is known for its expertise in manufacturing components for lithium-ion batteries and has expanded its production capacities in recent years to meet the increasing demand.

Revenue Growth: Estimated at 10-12% annually (2025 based on industry forecasts)
Focus on Battery Technology: Increasing production capacity and investing in research and development

Shenzhen Kedali Industry Co., Ltd. is pursuing a strategy that heavily focuses on expanding in the field of battery technology. The company plans to expand its production capacities for battery components to meet the increasing demand in the electric vehicle sector.

Additionally, Kedali is investing significantly in research and development to develop innovative solutions and products that can more efficiently meet energy needs. This strategy is intended not only to strengthen market position but also to secure competitiveness through technological leadership.

Another aspect of the growth strategy is the exploration of new markets, particularly in regions with growing demand for sustainable energy solutions. This includes strategic partnerships and joint ventures to facilitate market access and leverage synergies.

Aluminum: Main raw material for battery parts
Import countries: Australia, Canada

Copper: Used for electrical components
Import countries: Chile, Peru

Nickel: Essential for battery cells
Import countries: Indonesia, Philippines

Shenzhen Kedali Industry Co., Ltd. is a leading manufacturer of components for lithium-ion batteries. The company mainly imports aluminum, copper, and nickel, which are essential for the production of battery parts and electrical components.

Australia and Canada are significant suppliers of aluminum, while copper is mainly sourced from Chile and Peru. Nickel is predominantly imported from Indonesia and the Philippines. These countries are known for their rich resources and the high quality of raw materials required for the sophisticated manufacturing in the battery industry.

Market Share: Estimated 25% in the battery accessories sector (2025)
R&D Investments: 8% of revenue (2024)
Revenue Growth: 10% (2024)

Shenzhen Kedali Industry Co., Ltd. has established itself as one of the leading providers in the battery accessories sector, especially for electric vehicles. With an estimated market share of 25% in this segment, the company demonstrates a strong market presence.

A key competitive advantage of the company lies in its continuous investments in research and development, which account for approximately 8% of revenue. These investments enable Kedali to develop innovative products and differentiate itself from the competition.

Furthermore, the company has achieved solid revenue growth of 10% in 2024, indicating strong demand and effective business strategies. The combination of market share, innovation, and revenue growth gives Shenzhen Kedali a significant competitive edge in the industry.

Institutional Investor Share: 45% (estimated for 2025)

Insider Buys/Sells: No significant changes reported (2025)

The institutional investor share in Shenzhen Kedali Industry Co., Ltd. is estimated to be around 45%. This indicates a strong interest from institutional investors in the company, reflecting confidence in its long-term growth strategy and market position.

In 2025, no significant insider buys or sells were reported. This may suggest that the management has confidence in the current corporate strategy and does not expect any major changes in ownership structure.

Market share of Shenzhen Kedali Industry Co., Ltd.: Estimated 8% (2025)

Main competitors and their market shares:

1. CATL (Contemporary Amperex Technology Co. Limited): 25%
2. BYD Company Limited: 20%
3. LG Chem: 15%
4. Samsung SDI: 12%
5. Panasonic Corporation: 10%
6. Shenzhen Kedali Industry Co., Ltd.: 8%
7. SK Innovation: 5%
8. AESC (Automotive Energy Supply Corporation): 3%
9. Envision AESC: 2%

Moat of Shenzhen Kedali Industry Co., Ltd.:

Shenzhen Kedali Industry Co., Ltd. specializes in the production of battery enclosures and other components, giving them a certain technological advantage and specialization in the supply chain for electric vehicles. Their moat lies in close collaboration with major battery manufacturers and automotive companies that rely on their specialized products.

Compared to larger competitors like CATL and BYD, which have more comprehensive product ranges and larger production capacities, the moat of Shenzhen Kedali is less pronounced. These larger companies often have stronger brands, greater financial resources, and more extensive research and development capabilities, giving them a significant advantage.

Overall, Shenzhen Kedali has a niche advantage, but the larger competitors have a stronger moat due to their size and resources.

Revenue Growth: 18% (2024) Profit Growth: 15% (2024) Market Share in Battery Materials Sector: 12% (2024)

Shenzhen Kedali Industry Co., Ltd. recorded strong revenue growth of 18% in 2024, driven by increasing demand for battery materials and expansion into new markets. The company has expanded its production capacities and benefited from the growing electric vehicle industry.

The 15% profit growth in the same year demonstrates Kedali's ability to efficiently manage costs and increase profitability. Investments in research and development have led to innovative products that enhance the company's competitiveness.

With a 12% market share in the battery materials sector, Kedali positions itself as one of the leading providers in the industry. The strategic partnership with major battery manufacturers and automotive companies supports future growth potential.

Overall, the fundamental metrics and market position indicate that Shenzhen Kedali Industry Co., Ltd. represents a promising investment, especially for investors interested in the long-term development of the electric vehicle industry.

Dividend Yield: 1.8% (2024)
Dividend History: Consistent payout over the last 5 years

Shenzhen Kedali Industry Co., Ltd. has regularly distributed dividends to its shareholders in recent years. The dividend yield was approximately 1.8% in 2024. This indicates a moderate but consistent payout.

The company has followed a reliable dividend policy over the past five years, suggesting stable financial health and solid cash flow. Therefore, investors can expect a continuous dividend payment in the future as well, unless significant economic or company-specific changes occur.