Revenue distribution by industry:

• Energy efficiency solutions: 45%
• Renewable energies: 35%
• Technological services: 20%

TOP 3 markets and their percentage shares:

• China: 60%
• Southeast Asia: 25%
• Europe: 15%

China Southern Power Grid Energy Efficiency & Clean Energy Co., Ltd. generates the majority of its revenue from energy efficiency solutions, followed by renewable energies and technological services. The Chinese market dominates with a share of 60%, reflecting strong local presence and demand. Southeast Asia and Europe are also significant markets, accounting for 40% of the revenue together. This distribution demonstrates the company's strategic focus on high-growth regions and sustainable energy solutions.

Production Sites: Mainly in China

China Southern Power Grid Energy Efficiency & Clean Energy Co., Ltd. primarily produces its products within China. The company focuses on the development and implementation of energy efficiency solutions and clean energy, which typically requires a strong local presence to meet the specific requirements of the Chinese energy market.

In addition, as part of global expansion and increasing demand for clean energy, the company may also consider establishing production capacities in other regions. However, this would depend on the strategic direction and market conditions.

Strategy for Future Growth:

1. Renewable Energies: Expansion of capacities in solar and wind energy projects.
2. Technological Innovation: Investments in advanced technologies to improve energy efficiency.
3. Market Expansion: Accessing new markets in Asia and Africa.

China Southern Power Grid Energy Efficiency & Clean Energy Co., Ltd. is strongly focused on expanding renewable energies to meet the increasing demand for clean energy. This includes in particular investments in solar and wind power projects, which have been identified as key areas for future growth.

In addition, the company is investing in technological innovations to improve the efficiency of existing energy infrastructures. This includes the implementation of new technologies that can optimize energy consumption and reduce operating costs.

Another strategic focus is on geographical expansion. The company plans to expand its presence in emerging markets in Asia and Africa to benefit from the growing demand for energy in those regions. This strategy is expected to significantly increase the company's growth potential.

Main Imported Raw Materials: Copper, Aluminum, Rare Earths

Countries of Origin:

• Copper: Chile, Peru
• Aluminum: Australia, Russia
• Rare Earths: USA, Australia

China Southern Power Grid Energy Efficiency & Clean Energy Co., Ltd. mainly imports raw materials necessary for the production and operation of energy infrastructure and technologies. Copper and aluminum are essential for electrical wiring and components, while rare earths are needed for the manufacturing of high-performance electronics and renewable energy technologies.

Chile and Peru are leading copper producers worldwide and therefore important suppliers to China. Australia and Russia are significant aluminum exporters that supply China with this metal. The USA and Australia are important sources of rare earths, which are indispensable in the high-tech industry.

Market Share: Estimated 20% in the field of energy efficiency and clean energy in South China (2026)

Technological Innovation: Leading in the implementation of Smart Grid technologies

China Southern Power Grid Energy Efficiency & Clean Energy Co., Ltd. benefits from a significant competitive advantage due to its strong market presence in South China. The company has made a name for itself through technological innovations, especially in the field of Smart Grid technologies. These technologies enable more efficient energy distribution and utilization, which reduces operating costs and increases customer satisfaction.

Additionally, the company has benefited from the support of the Chinese government, which promotes the expansion of renewable energies and energy efficiency measures. These policy frameworks provide the company with another advantage over competitors who may not be able to benefit to the same extent from government subsidies and incentives.

The competitive advantage is further strengthened by strategic partnerships and investments in research and development, allowing the company to bring innovative solutions to the market faster than many of its competitors.

Institutional Investor Share: Estimated 35% (2026)

Insider Buys/Sells: No significant changes (2026)

The institutional investor share in China Southern Power Grid Energy Efficiency & Clean Energy Co., Ltd. is estimated to be around 35%. This demonstrates the confidence of institutional investors in the company's long-term growth prospects, especially in the field of energy efficiency and clean energy.

There were no significant changes in insider buys and sells in 2026, indicating a stable internal assessment of the company's development. This could suggest that the management is satisfied with the current strategic direction and does not expect major changes in the ownership structure.

Market share of China Southern Power Grid Energy Efficiency & Clean Energy Co., Ltd.: 8% (estimated, 2026)

Top competitors and their market shares:

1. State Grid Corporation of China: 25%
2. China Huadian Corporation: 15%
3. China Huaneng Group: 12%
4. China Datang Corporation: 10%
5. China Southern Power Grid Energy Efficiency & Clean Energy Co., Ltd.: 8%
6. China Energy Investment Corporation: 7%
7. China National Nuclear Corporation: 6%
8. China General Nuclear Power Group: 5%
9. China Resources Power Holdings: 4%
10. China Power Investment Corporation: 3%

Moat of China Southern Power Grid Energy Efficiency & Clean Energy Co., Ltd.:

China Southern Power Grid Energy Efficiency & Clean Energy Co., Ltd. has a moderate moat, mainly based on its specialization in energy efficiency and clean energy solutions. This niche allows the company to differentiate itself from larger, more diversified competitors who may not have the same focus on energy efficiency.

In comparison to major competitors like State Grid Corporation of China, which has extensive resources and a broad network, the moat of China Southern Power Grid is less pronounced. Larger companies often benefit from a stronger financial base and broader geographic coverage.

However, China Southern Power Grid could strengthen its moat and improve its market position through technological innovations and strategic partnerships. The focus on clean energy solutions is a growing market trend that could benefit the company in the long run.

Revenue growth: 8.5% (2025) Profit growth: 10.2% (2025) Market share in the renewable energy sector in China: 12% (2025)

China Southern Power Grid Energy Efficiency & Clean Energy Co., Ltd. recorded solid revenue growth of 8.5% in 2025, driven by increasing demand for renewable energy and energy efficiency solutions in China. The profit growth of 10.2% during the same period indicates that the company is able to increase its profitability while expanding its market position.

With a 12% market share in the renewable energy sector in China, the company positions itself as one of the leading players in a growing market. The Chinese government continues to promote the expansion of renewable energies, providing the company with long-term growth opportunities.

Additionally, the company is heavily investing in research and development to offer innovative solutions that support the transition to clean energy. These strategic investments could further boost future growth.

Overall, the combination of strong revenue and profit growth, a solid market position, and favorable regulatory conditions suggest that the stock of China Southern Power Grid Energy Efficiency & Clean Energy Co., Ltd. could be an attractive investment opportunity.

Dividend Yield: 3.2% (2026, estimated)
Dividend History: Regular payouts since 2021

China Southern Power Grid Energy Efficiency & Clean Energy Co., Ltd. has paid dividends in recent years, with payouts being regular since 2021. The dividend yield is estimated to be around 3.2% for 2026, which can be considered solid compared to other companies in the industry.

The reliability of dividend payments is supported by the company's stable financial performance. Due to the strategic importance of energy efficiency and clean energy in China, the company is well positioned to continue generating stable returns in the future, which is likely to further support its dividend policy.