Industry Revenues:

• Renewable Energies: 45%
• Energy Storage Solutions: 30%
• Electromobility: 25%

TOP 3 Markets:

1. China: 35%
2. USA: 25%
3. Germany: 15%

Advanced Energy Solution Holding Co., Ltd. generates the majority of its revenues from the renewable energies sector, followed by energy storage solutions and electromobility. The largest market is China, followed by the USA and Germany. These markets are crucial for the company as they are both technologically advanced and strong in demand for sustainable energy solutions.

Production Sites: Taiwan, China (estimated 2025)

Advanced Energy Solution Holding Co., Ltd. is known for having its production facilities mainly in Taiwan and China. These locations offer strategic advantages in terms of costs and proximity to key markets and suppliers. Taiwan is a significant site for high-tech manufacturing, while China also plays a key role due to its extensive production capacities and infrastructure.

This geographical distribution enables the company to efficiently respond to demand in Asia and other international markets.

Revenue Growth: Estimated 10-12% annually (2025-2027)
Focus on Renewable Energy: Increasing investments in green technologies

Advanced Energy Solution Holding Co., Ltd. is pursuing a growth strategy that is heavily focused on the development and expansion of renewable energies. The company plans to increase its investments in green technologies and sustainable energy projects to benefit from the global energy transition.

Another strategic focus is on geographical expansion into emerging markets that show high demand for renewable energy solutions. This includes expanding existing partnerships as well as entering new markets through strategic alliances and acquisitions.

Additionally, the company is focusing on innovations in energy storage and efficiency to enhance its competitiveness and explore new business opportunities. This involves developing new products and technologies that improve both the efficiency and sustainability of energy supply.

Main raw materials: Lithium, Nickel, Cobalt, Graphite
Countries of origin: Australia, Democratic Republic of the Congo, Chile, China

Advanced Energy Solution Holding Co., Ltd. mainly imports raw materials needed for the production of batteries and energy storage solutions. Lithium is often sourced from Australia and Chile, as these countries are among the largest producers worldwide. Nickel and Cobalt are frequently imported from the Democratic Republic of the Congo, which is a significant source of these metals. Graphite is predominantly imported from China, known as one of the largest producers of natural graphite.

These raw materials are essential for the production of lithium-ion batteries used in a variety of applications, including electric vehicles and stationary energy storage systems. The company's dependence on these materials makes it vulnerable to fluctuations in global commodity markets and geopolitical developments in the countries of origin.

Market Share: 18% (2024, estimated)
Research & Development (R&D) Expenses: 12% of revenue (2023)
EBITDA Margin: 22% (2023)

Advanced Energy Solution Holding Co., Ltd. has established itself as a significant player in the renewable energy industry. With an estimated market share of 18% in 2024, the company demonstrates a strong presence in the market. This position is supported by continuous investments in research and development, accounting for 12% of revenue. This enables the company to develop innovative solutions and differentiate itself from competitors.

The EBITDA margin of 22% in 2023 indicates an efficient cost structure and strong operational performance. This financial health provides the company with the flexibility to invest in new technologies and further strengthen its market position. The company's competitive advantage lies in its innovation capabilities and its ability to combine operational efficiency with strategic investments.

Institutional Investor Ownership: 45% (estimated for 2025)

Insider Trades: No significant transactions in the last quarter (estimated for 2025)

The institutional investor ownership in Advanced Energy Solution Holding Co., Ltd. is estimated to be around 45%. This suggests that a significant number of shares are held by large investment funds and other institutional investors, which is often a sign of confidence in the company's long-term stability and growth potential.

Regarding insider trades, there were no significant transactions in the last quarter. This may indicate that the management and other insiders do not currently expect any major changes in the company's valuation or that they are satisfied with the current corporate strategy.

Market share of Advanced Energy Solution Holding Co., Ltd.: 8% (2025, estimated)

Top competitors and their market shares:

1. Contemporary Amperex Technology Co. Limited (CATL): 30%
2. BYD Company Limited: 25%
3. LG Energy Solution: 15%
4. Samsung SDI: 12%
5. Panasonic Corporation: 10%

Moat of Advanced Energy Solution Holding Co., Ltd.:

In recent years, Advanced Energy Solution Holding Co., Ltd. has gained a certain competitive advantage through specialized technologies and patents in the field of energy storage solutions. Their moat is mainly based on technological innovations and a strong network of partnerships in Asia.

However, compared to leading companies like CATL and BYD, which have significant production capacities and a wide range of products, the moat of Advanced Energy Solution is less pronounced. These larger competitors have a stronger competitive advantage due to their economies of scale and global presence.

Overall, the market for energy storage solutions is highly competitive, and while Advanced Energy Solution has specific technological advantages, larger companies are better positioned to benefit from the increasing demand in this sector.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) Market Share in the Industry: 5% (2024)

Advanced Energy Solution Holding Co., Ltd. recorded a revenue growth of 10% in 2024, indicating strong demand for its products and services. The 8% profit growth demonstrates the company's ability to efficiently manage costs and remain profitable.

The company holds a 5% market share in its industry, indicating an established market position. This position could be further expanded through innovations and strategic partnerships.

Overall, the financial performance and market position of Advanced Energy Solution suggest that it is a potentially attractive investment, especially if the company successfully implements its growth strategy. However, investors should also consider external factors such as market trends and regulatory changes.

Dividend Yield: 3.2% (2024)
Dividend History: Continuous payout since 2021

Advanced Energy Solution Holding Co., Ltd. has distributed dividends in recent years, with the dividend yield standing at approximately 3.2% in 2024. The reliability of dividend payments can be considered stable as the company has consistently paid dividends to its shareholders since 2021.

The company's payout policy indicates its commitment to rewarding shareholders through regular dividend payments. This is supported by a solid financial performance and a strong market position. Analysts expect the company to maintain its dividend policy, provided there are no significant market changes or economic challenges.