**Revenue distribution by sectors:**
- **Pearlescent pigments:** 60%
- **Special effect pigments:** 25%
- **Other materials:** 15%

**TOP 3 markets:**
- **China:** 50%
- **Europe:** 30%
- **North America:** 15%

Global New Material International Holdings Limited generates the majority of its revenue from the production of pearlescent pigments, which are used in various industries such as automotive, cosmetics, and plastics. The Chinese market is the most significant for the company, followed by Europe and North America, highlighting the company's global reach and influence in the pigment industry.

**Production Sites:** China

Global New Material International Holdings Limited mainly produces its products in China. The company is known for its manufacturing of synthetic mica materials, which are used in various industries such as cosmetics, automotive, and electronics. The strategic location of the production facilities in China allows the company to benefit from cost advantages and proximity to key raw material suppliers in the region.

**Revenue Growth:** Estimated 10% annually (2026)
**Market Expansion:** Focus on Southeast Asia and Europe

Global New Material International Holdings Limited is pursuing a strategy aimed at geographical expansion and product diversification. The company plans to strengthen its presence in emerging markets such as Southeast Asia and Europe to benefit from the increasing demand for innovative materials.

In addition, the company is investing in research and development to expand its product range and develop new environmentally friendly materials. This is intended not only to enhance the existing offering but also to tap into new market segments.

Another focus is on strategic partnerships and acquisitions to expand technological capabilities and increase production capacities. These measures are intended to secure long-term growth and strengthen competitiveness on a global scale.

**Main raw materials:** Rare earths, mica

**Countries of origin:** China, India, Brazil

Global New Material International Holdings Limited (SEHK:6616) is a company specializing in the production and distribution of materials used in various industries, including the cosmetics and automotive industries. The main raw materials imported by the company are rare earths and mica. These materials are crucial for the production of high-quality pigments and coatings.

China is the leading supplier of rare earths as it has the largest reserves globally and plays a dominant role in the global market. India and Brazil are important sources of mica, as these countries have significant deposits and an established mining industry that supports the export of these materials.

This strategic sourcing from different countries enables Global New Material International to ensure a stable supply of the necessary raw materials while also benefiting from the different market conditions and price structures.

**Market share:** 18% (2025, estimate)
**EBITDA margin:** 22% (2025)
**Research & Development as a percentage of revenue:** 5% (2025)

Global New Material International Holdings Limited has a significant competitive advantage that manifests in several areas. The 18% market share indicates that the company holds a strong position in its industry, pointing to an effective market strategy and a robust product portfolio.

The 22% EBITDA margin suggests that the company operates efficiently and is able to control its costs well while creating high value for its customers. This is an indicator of strong operational performance compared to competitors.

Another important aspect is the investment in research and development, accounting for 5% of revenue. These investments enable the company to continuously develop innovations and adapt to market changes, thereby strengthening its competitive advantage in the long term.

In summary, Global New Material International Holdings Limited demonstrates a solid competitive advantage through its market position, operational efficiency, and innovation capabilities.

**Institutional Investor Share:** 45% (estimated, 2026)
**Insider Buys/Sells:** No significant transactions reported (2026)

The institutional investor share in Global New Material International Holdings Limited is estimated to be around 45%. This suggests that a significant portion of the shares are held by institutional investors, indicating a certain level of confidence in the company's long-term performance.

No significant insider buys or sells were reported for the year 2026. This could indicate that the management and other insiders do not currently expect significant changes in the company's valuation or that they are satisfied with the current corporate strategy.

**Market share of Global New Material International Holdings Limited:** Estimate: 8% (2026)

**Top competitors and their market shares:**
1. **PPG Industries, Inc.:** 15%
2. **Akzo Nobel N.V.:** 12%
3. **Sherwin-Williams Company:** 10%
4. **BASF SE:** 9%
5. **Global New Material International Holdings Limited:** 8%
6. **Nippon Paint Holdings Co., Ltd.:** 7%
7. **Axalta Coating Systems Ltd.:** 6%
8. **RPM International Inc.:** 5%
9. **Kansai Paint Co., Ltd.:** 4%
10. **Asian Paints Limited:** 3%

**Moat of Global New Material International Holdings Limited:**

Global New Material International Holdings Limited has created a certain moat through specialized product lines and innovative technologies. The company focuses on special coatings and materials that are used in niche markets, enabling a certain pricing power and customer loyalty.

However, compared to larger competitors like PPG Industries or Akzo Nobel, the moat is less pronounced. These companies benefit from a broader product range, global presence, and established brands, giving them a stronger competitive advantage.

Overall, Global New Material International Holdings Limited has a solid, but not outstanding moat. The competition tends to have better strategic advantages due to their size, brand recognition, and broader market presence.

**Revenue Growth:** 18% (2025)
**Profit Growth:** 14% (2025)
**Market Share in the Industry:** 12% (2025)

Global New Material International Holdings Limited recorded strong revenue growth of 18% in 2025, attributed to increased demand for its products and successful expansion into new markets. The 14% profit growth in the same period indicates that the company is operating efficiently and has improved its cost efficiency.

The company holds a 12% market share in its industry, indicating a solid market position. This position could be strengthened through further innovations and strategic partnerships.

Overall, the strong revenue and profit growth, as well as the solid market position, suggest that Global New Material International Holdings Limited represents an attractive investment opportunity. However, potential investors should also consider the general market conditions and specific risks of the company.

**Dividend Yield:** 2.5% (2026, estimated)
**Dividend History:** Continuous payout since 2021

Global New Material International Holdings Limited has consistently distributed dividends in recent years. The estimated dividend yield for 2026 is around 2.5%. This continuity demonstrates a certain reliability in the company's dividend distribution policy.

The company has been paying dividends regularly since 2021, indicating a stable financial performance and solid earnings. However, investors should also consider the general economic situation and specific market conditions that could influence future dividend policy.