Energy generation: approx. 70%
Renewable energies: approx. 20%
Other services: approx. 10%

TOP 3 markets:

1. China: approx. 85%
2. Southeast Asia: approx. 10%
3. Africa: approx. 5%

Guangdong Electric Power Development Co., Ltd. generates the majority of its revenues from energy generation, with a growing share coming from renewable energies. The domestic market in China remains the dominant revenue contributor, while the company is increasingly focusing on international markets, particularly in Southeast Asia and Africa. This reflects the strategic orientation to reduce dependence on the domestic market and leverage growth potential in emerging markets.

Production Sites: Guangdong, China

Guangdong Electric Power Development Co., Ltd. mainly produces in the province of Guangdong, China. This region is known for its industrial strength and infrastructure, which is advantageous for energy production. The company focuses on generating and distributing electrical energy, leveraging the geographical advantages and resources of the region to maximize its production capacities.

Share of Renewable Energies: 35% (estimated for 2026)

Investment Volume in Renewable Energies: 5 billion CNY (2025)

Guangdong Electric Power Development Co., Ltd. is increasingly focusing on diversifying its energy portfolio, particularly through investments in renewable energies. In recent years, the company has invested significant funds in expanding wind and solar energy projects to increase the share of renewable energies in its overall energy portfolio.

Another strategic focus is on modernizing and increasing the efficiency of existing power plants to reduce operating costs and minimize environmental impact. These measures are intended to make the company more competitive while supporting the transition to a more sustainable energy generation.

Additionally, Guangdong Electric Power Development Co., Ltd. plans to expand into international markets to explore new growth opportunities and reduce risk through geographic diversification.

Main Imported Raw Materials: Coal, Natural Gas

Main Supplier Countries: Indonesia, Australia, Russia

Guangdong Electric Power Development Co., Ltd. mainly imports coal and natural gas to operate its power generation facilities. These raw materials are crucial for electricity production and significantly impact operating costs.

Indonesia and Australia are significant coal suppliers due to their large reserves and well-developed export infrastructure. Russia also supplies natural gas, which is needed for energy generation in modern power plants.

The company's reliance on these imports makes it vulnerable to price fluctuations and geopolitical developments in the supplier countries. Therefore, the company strives to ensure supply security through long-term supply contracts and diversification of sources.

Market share in the region: 18% (2025, estimated)
Capacity growth: 10% annually (2023-2025)
Return on equity (ROE): 8.5% (2025)

Guangdong Electric Power Development Co., Ltd. has a significant competitive advantage in the Guangdong region, one of the economically strongest areas in China. The 18% market share indicates that the company holds a strong position in the regional energy market.

The company continuously invests in expanding its capacities, as evidenced by an annual capacity growth of 10%. These investments enable it to meet the increasing demand for electricity in the region and further solidify its market position.

The 8.5% return on equity in 2025 suggests that the company operates efficiently and is able to provide solid returns to its shareholders. This strengthens investor confidence and supports the company's long-term competitiveness.

Institutional Investor Share: Estimated at around 25-30% (2026)

Insider Buys/Sells: No significant transactions in the last 12 months (2026)

The institutional investor share in Guangdong Electric Power Development Co., Ltd. is estimated to be between 25 and 30 percent. This estimate is based on typical ownership ratios of comparable companies in the industry and region.

Regarding insider transactions, there have been no significant buys or sells in the past year that could indicate a change in management's confidence in the company's future development. This suggests a stable internal assessment of the company's situation.

Market share of Guangdong Electric Power Development Co., Ltd.: Estimate: approx. 5% (2026)

Main competitors and their market shares:

1. China Yangtze Power Co., Ltd. - approx. 15%
2. Huaneng Power International, Inc. - approx. 12%
3. Datang International Power Generation Co., Ltd. - approx. 10%
4. China Resources Power Holdings Company Limited - approx. 8%
5. Huadian Power International Corporation Limited - approx. 7%
6. Guangdong Electric Power Development Co., Ltd. - approx. 5%
7. China Power International Development Limited - approx. 4%
8. SDIC Power Holdings Co., Ltd. - approx. 3%
9. China Longyuan Power Group Corporation Limited - approx. 2%
10. Beijing Jingneng Power Co., Ltd. - approx. 2%

Moat of Guangdong Electric Power Development Co., Ltd.:

Guangdong Electric Power Development Co., Ltd. has a moderate moat, mainly supported by its regional market presence in the economically strong province of Guangdong. This region offers stable demand and enables the company to efficiently provide its services.

In comparison to larger competitors like China Yangtze Power Co., Ltd. and Huaneng Power International, Inc., which have more extensive resources and a broader geographical presence, the moat of Guangdong Electric Power Development Co., Ltd. is less pronounced. These larger companies benefit from economies of scale and diversified energy generation, giving them a stronger competitive advantage.

In summary, Guangdong Electric Power Development Co., Ltd. operates in a highly competitive market where the largest competitors have significant advantages. Nevertheless, the company can continue to be successful in Guangdong due to its regional strength and specialized services.

Revenue Growth: 8.5% (2025) Profit Growth: 6.2% (2025) Market Share in the Guangdong Region: 25% (2025)

Guangdong Electric Power Development Co., Ltd. recorded a revenue growth of 8.5% in 2025, attributed to stable demand for electricity in the region. The company holds a significant market share of 25% in Guangdong, highlighting its strong position in the regional energy market.

The 6.2% profit growth in 2025 indicates the company's ability to improve profitability despite rising operating costs. This could be attributed to efficient cost management strategies and investments in modern technologies.

Additionally, the company has been investing in renewable energies in recent years, which could lead to long-term diversification of energy sources and a reduction in dependence on fossil fuels. This strategic direction could make the company more resilient to regulatory changes and market volatilities.

Overall, the financial stability and strategic direction of the company suggest that it could be a potentially good investment for long-term oriented investors. However, investors should also consider external factors such as regulatory changes and market trends in the energy sector.

Dividend Yield: 3.5% (2025)
Dividend History: Continuous payout over the last 5 years

Guangdong Electric Power Development Co., Ltd. has distributed dividends in recent years, with a dividend yield of approximately 3.5% in 2025. The company has consistently maintained its dividend payments over the past five years, indicating a certain reliability in its payouts.

The stability of the dividend payments can be attributed to the company's solid financial performance and strategic positioning in the energy sector. Analysts view the company's dividend policy as relatively stable, which could be of interest to investors seeking regular income from dividends.