**Revenue distribution by industry:**
- Automotive industry: 45%
- Consumer electronics: 30%
- Energy storage solutions: 25%

**TOP 3 markets and their percentage shares:**
- China: 50%
- USA: 20%
- Europe: 15%

Zhuhai CosMX Battery Co., Ltd. generates the majority of its revenue from the automotive industry, particularly through supplying batteries for electric vehicles. Consumer electronics is also a significant revenue driver, as the demand for portable devices and their batteries remains high. Energy storage solutions are gaining importance as the need for sustainable energy solutions increases.

Geographically, China is the company's largest market, attributed to strong local demand and support from government initiatives. The USA and Europe follow as important markets benefiting from the growing acceptance of electric vehicles and renewable energies.

**Production Sites:** Zhuhai, China; Nanjing, China; Changzhou, China

Zhuhai CosMX Battery Co., Ltd. has its main production facilities in Zhuhai, Nanjing, and Changzhou, China. These locations are strategically chosen to efficiently serve the demand both in the domestic market and internationally. The production plants are equipped with modern technology to ensure the manufacturing of high-quality batteries.

**Revenue growth:** 18.5% (2025)
**Research and development investments:** 10% of revenue (2025)

Zhuhai CosMX Battery Co., Ltd. pursues a strategy that heavily focuses on innovation and technological development to secure future growth. The company invests significantly in research and development to expand its product range and enhance the efficiency of its battery technologies.

Another key focus is on international expansion, particularly in markets with increasing demand for energy storage solutions. Through strategic partnerships and joint ventures, the company aims to strengthen its global presence and tap into new market segments.

In addition, Zhuhai CosMX is focusing on sustainable production methods and the development of more environmentally friendly batteries to meet the growing demands for environmental compatibility. This is intended not only to strengthen its market position but also to promote the company's image as a pioneer in the green technology industry.

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

Zhuhai CosMX Battery Co., Ltd. mainly imports raw materials required for the production of lithium-ion batteries. These include lithium, nickel, cobalt, and graphite.

Australia is one of the largest suppliers of lithium, while the Democratic Republic of the Congo is a significant source of cobalt. Nickel is often imported from Indonesia. Graphite, another essential component, is frequently sourced from China.

These raw materials are crucial for the production of batteries used in a variety of applications, including electric vehicles and energy storage systems. Sourcing these materials from different countries enables Zhuhai CosMX to ensure supply security and benefit from varying market conditions.

**Market Share:** 12% in the global battery market (2025)
**Research & Development (R&D) Expenses:** 8% of revenue (2025)
**Production Capacity:** 40 GWh per year (2025)

Zhuhai CosMX Battery Co., Ltd. has established itself as a significant player in the global battery market. With a market share of 12% in 2025, the company demonstrates a strong presence, especially in the field of lithium-ion batteries, which are crucial for electric vehicles and energy storage solutions.

A key competitive advantage of the company lies in its continuous investments in research and development, amounting to 8% of revenue. These investments enable Zhuhai CosMX to develop innovative and high-performance battery technologies that meet the increasing demands of the industry.

Additionally, the company has a substantial production capacity of 40 GWh per year, allowing it to fulfill large orders and respond flexibly to market changes. This combination of market share, innovation, and production capacity gives Zhuhai CosMX a strong competitive edge in the dynamic and rapidly growing battery industry.

**Institutional Investor Share:** 45% (estimated, 2026)
**Insider Buys/Sells:** No significant transactions in the last year (estimated, 2026)

The institutional investor share in Zhuhai CosMX Battery Co., Ltd. is estimated to be around 45%. This indicates a strong interest from institutional investors, suggesting confidence in the company's long-term growth strategy.

Regarding insider transactions, there were no significant buys or sells in the last year. This could indicate that the management has confidence in the current company strategy and future success. A lack of insider sells can also be seen as a positive signal for the stability and potential of the company.

**Market share of Zhuhai CosMX Battery Co., Ltd.:** 8% (2026, estimated)

**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. **Panasonic Corporation:** 12%
5. **Samsung SDI:** 10%
6. **Zhuhai CosMX Battery Co., Ltd.:** 8%
7. **SK Innovation:** 5%

Zhuhai CosMX Battery Co., Ltd. holds a market share of approximately 8% in the global battery market, making the company a significant but not dominant player. The largest competitor, CATL, leads the market with a 30% share, followed by BYD and LG Energy Solution.

The moat of Zhuhai CosMX mainly lies in their specialization in specific niche markets and innovative battery technologies. Compared to larger competitors like CATL and BYD, which have extensive production capacities and a wide product portfolio, the moat of Zhuhai CosMX is less pronounced.

CATL and BYD have a significant advantage through their vertical integration and strong partnerships with major automakers. These factors enable them to reduce costs and strengthen their market position. Therefore, Zhuhai CosMX must focus on technological innovations and strategic alliances to enhance their moat and remain competitive.

**Revenue Growth:** 18.5% (2025)
**Profit Growth:** 15.2% (2025)
**R&D Expenses:** 10% of revenue (2025)

Zhuhai CosMX Battery Co., Ltd. recorded strong revenue growth of 18.5% in 2025, driven by increasing demand for battery technologies and expansion into new markets. The profit growth of 15.2% indicates that the company is able to increase its profitability despite growing investments.

Another positive aspect is the high proportion of research and development as a percentage of revenue, which stands at 10%. This suggests that the company is continuously investing in innovations to secure its competitiveness and develop new technologies.

In summary, Zhuhai CosMX Battery Co., Ltd. represents a promising investment due to its strong growth, solid profit development, and strategic investments in R&D, especially in a market environment characterized by the energy transition and increasing demand for sustainable energy solutions.

**Dividend payment:** No dividend (as of 2026)

Zhuhai CosMX Battery Co., Ltd. (SHSE:688772) currently does not pay any dividends to its shareholders. The company has been focusing its resources on growth and expanding its business activities in recent years, particularly in the areas of research and development, as well as production capacity.

The decision not to distribute dividends is common among companies in growth phases, as they prefer to reinvest their profits to secure long-term growth and competitive advantages. This can be attractive for investors seeking capital growth, while less appealing to those relying on regular dividend income.