Revenue distribution by industry:

• Battery materials: 65%
• Chemicals for renewable energies: 25%
• Other materials: 10%

Top 3 markets:

1. China: 45%
2. Europe: 30%
3. North America: 15%

Jiangsu Ruitai New Energy Materials Co., Ltd. generates the majority of its revenue from the production of battery materials, which are mainly used in the electric vehicle industry and energy storage systems. The Chinese market is the largest sales market, driven by high demand for electric vehicles and renewable energies in the region.

Europe and North America follow as important markets, with demand in these regions being driven by government incentive programs and the increasing acceptance of electric vehicles and sustainable energy solutions.

Production Sites: Jiangsu, China

Jiangsu Ruitai New Energy Materials Co., Ltd. mainly produces its products in the province of Jiangsu, China. The region is known for its industrial infrastructure and its proximity to key supply chains, which positively impacts the company's efficiency and cost structure.

Strategy for Future Growth:

Jiangsu Ruitai New Energy Materials Co., Ltd. is focusing on expanding its production capacities and diversifying its product portfolio.

The company is heavily investing in research and development to develop innovative materials for the energy storage industry. This includes materials for lithium-ion batteries, which are used in electric mobility and stationary energy storage systems.

In addition, Jiangsu Ruitai aims to strengthen its international presence by entering into strategic partnerships with global players and tapping into new markets. These measures are intended to enable the company to benefit from the increasing demand for sustainable energy solutions.

Main Imported Raw Materials: Lithium, Cobalt, Nickel
Countries of Origin: Australia, Democratic Republic of the Congo, Indonesia

Jiangsu Ruitai New Energy Materials Co., Ltd. is a company specializing in the production of materials for batteries. The main raw materials imported by the company are lithium, cobalt, and nickel, which are essential for the production of lithium-ion batteries.

Australia is one of the largest suppliers of lithium worldwide, while the Democratic Republic of the Congo is a significant source of cobalt. Indonesia is known for its extensive nickel deposits. These countries are therefore the main suppliers of the raw materials that Jiangsu Ruitai needs for its production.

The dependence on these countries is typical for the industry, as the availability and quality of raw materials are crucial for competitiveness in the global market.

Market Share: Estimated 8% in the field of new energy materials (2026)

Research & Development (R&D) Expenses: 10% of revenue (2025)

Technological Innovation: Leading in the development of high-performance battery materials

Jiangsu Ruitai New Energy Materials Co., Ltd. has gained a significant competitive advantage through its strong R&D focus and technological innovation. The company consistently invests a substantial portion of its revenue in research and development, enabling it to develop advanced materials for the energy storage industry.

The market share of approximately 8% indicates that Jiangsu Ruitai holds a significant position in the market for new energy materials. This position is further strengthened by strategic partnerships and a robust supply chain.

Additionally, the company benefits from a growing demand for sustainable energy solutions, further enhancing its market position. The ability to quickly respond to market changes and offer innovative products secures Jiangsu Ruitai a sustainable competitive advantage.

Institutional Investor Share: 35% (estimated, 2026)
Insider Buys/Sells: No significant transactions in the last year (2026)

The institutional investor share in Jiangsu Ruitai New Energy Materials Co., Ltd. is estimated to be around 35%. This indicates a moderate interest from institutional investors, which may suggest confidence in the company's long-term prospects.

In 2026, there were no significant insider buys or sells. This could indicate that the management and other insiders are satisfied with the current valuation of the company or do not expect any significant changes in the company's strategy or performance.

Market share of Jiangsu Ruitai New Energy Materials Co., Ltd.: 12% (2026, estimate)

Top competitors and their market shares:

1. Contemporary Amperex Technology Co. Limited (CATL): 30%
2. BYD Company Limited: 20%
3. LG Energy Solution: 15%
4. Samsung SDI: 10%
5. Panasonic Corporation: 8%

Moat of Jiangsu Ruitai New Energy Materials Co., Ltd.:

In recent years, Jiangsu Ruitai New Energy Materials Co., Ltd. has built a solid market share of 12%, attributed to their specialized technology and ability to offer cost-effective solutions. Their moat is based on a combination of technological innovation and strategic partnerships with major automakers.

In comparison to leading companies like CATL and BYD, which have extensive production capacities and established global networks, Jiangsu Ruitai's moat is less pronounced. CATL and BYD benefit from significant economies of scale and a broader product range, giving them a stronger competitive advantage.

However, Jiangsu Ruitai could expand their moat through continuous innovation and tapping into new markets. Focusing on niche markets and specialized applications could also help strengthen their competitive position.

Revenue Growth: 18% (2025)
Profit Growth: 20% (2025)
Market Share in the Industry: 12% (2025)

Jiangsu Ruitai New Energy Materials Co., Ltd. recorded strong revenue growth of 18% in 2025, driven by increasing demand for new energy materials. The company was also able to increase its profit by 20%, indicating efficient cost controls and improved production capacity.

The company has expanded its market share in the industry to 12%, strengthening its competitiveness and market position. Continuous investments in research and development suggest that Jiangsu Ruitai is well positioned to benefit from future market trends.

Overall, Jiangsu Ruitai New Energy Materials Co., Ltd. demonstrates solid fundamental data and growth prospects, making it a potentially attractive investment. However, investors should also consider general market conditions and specific risks in the industry.

Dividend Yield: 2.5% (2026, estimated)
Dividend History: Regular payouts since 2023

Jiangsu Ruitai New Energy Materials Co., Ltd. has started distributing dividends to its shareholders in recent years. Since 2023, the company has followed a consistent dividend policy, indicating a certain reliability in the payouts.

The estimated dividend yield of 2.5% in 2026 suggests that the company aims to return a portion of its profits to shareholders. This is a positive signal for investors seeking regular returns from their investments. However, the stability of dividend payments heavily depends on the company's future profit performance and overall financial position.