China Southern Power Grid Energy Efficiency & Clean Energy Co.,Ltd. (003035.SZ) Bundle
Who is buying into China Southern Power Grid Energy Efficiency & Clean Energy Co.,Ltd. (003035.SZ) and why it matters: the company's ownership is led by China Southern Power Grid Co., Ltd. with a commanding 40.4% stake - about 1,530,000,000 shares valued near CN¥7.2 billion - alongside Nanwang Jianxin Fund Management's 16.4% (≈621,818,182 shares, CN¥2.9 billion) and Guangdong Energy Group's 10.6% (≈400,000,000 shares, CN¥1.9 billion), while private companies control a dominant 57.6% (≈2,183,286,930 shares) and the top 25 shareholders together hold 80.22%, signaling concentrated strategic backing; institutional investors hold a modest 2.99% (~113,182,453 shares) even as venture capital/private equity account for 16.4% and the public about 19.6%, and these ownership dynamics sit against a market capitalization of CN¥17.69 billion, a trailing P/E of 102.82, Q1 2025 revenue of CN¥693 million (up 20.4% YoY) and net income of CN¥91.34 million (up 1.7% YoY), a stock price currently at CN¥4.68 within a 52-week range of CN¥3.87-CN¥5.46 and a low-beta profile (β=0.44) that together explain why regional utilities, environmental groups, strategic industry players like TBEA, and selective institutional and retail investors are positioning around the company's energy-efficiency and clean-energy play.
China Southern Power Grid Energy Efficiency & Clean Energy Co.,Ltd. (003035.SZ) - Who Invests in China Southern Power Grid Energy Efficiency & Clean Energy Co.,Ltd. and Why?
China Southern Power Grid Energy Efficiency & Clean Energy Co.,Ltd. attracts a mix of state-owned strategic holders, regional energy groups, industry suppliers and private fund managers, reflecting the company's role at the intersection of grid modernization, energy-efficiency projects and clean-energy deployment. Key investors combine capital support, industrial synergies and policy-driven incentives to secure supply chains, project pipelines and long-term returns in China's decarbonization push.- China Southern Power Grid Co., Ltd. - 40.4% (1,530,000,000 shares; ≈ CN¥7.2 billion): strategic majority holder focused on integrating efficiency and clean-energy solutions into grid operations and securing project pipelines.
- Nanwang Jianxin Fund Management Co., Ltd. - 16.4% (≈621,818,182 shares; ≈ CN¥2.9 billion): institutional fund backing growth potential and earnings expansion in energy service markets.
- Guangdong Energy Group Co., Ltd. - 10.6% (≈400,000,000 shares; ≈ CN¥1.9 billion): regional energy utility aligning investment with provincial energy transition and infrastructure coordination.
- Guangdong Environmental Protection Group Co., Ltd. - 5.82% (≈220,303,030 shares; ≈ CN¥1.0 billion): strategic environmental investor supporting sustainable development and pollution-control projects.
- TBEA Co., Ltd. - 3.07% (≈116,130,430 shares; ≈ CN¥544.7 million): equipment and technology supplier seeking downstream market access and project partnerships.
- China Southern Power Grid Capital Holdings Co., Ltd. - 0.87% (≈32,983,900 shares; ≈ CN¥154.7 million): capital affiliate retaining exposure to group-led efficiency and clean-energy initiatives.
| Investor | Ownership (%) | Shares (approx.) | Market Value (CN¥, approx.) | Primary Rationale |
|---|---|---|---|---|
| China Southern Power Grid Co., Ltd. | 40.4% | 1,530,000,000 | 7,200,000,000 | Strategic integration of efficiency & clean-energy projects into grid operations |
| Nanwang Jianxin Fund Management Co., Ltd. | 16.4% | 621,818,182 | 2,900,000,000 | Institutional growth/beta exposure to energy services |
| Guangdong Energy Group Co., Ltd. | 10.6% | 400,000,000 | 1,900,000,000 | Regional energy strategy and project coordination |
| Guangdong Environmental Protection Group Co., Ltd. | 5.82% | 220,303,030 | 1,000,000,000 | Environmental/sustainability alignment |
| TBEA Co., Ltd. | 3.07% | 116,130,430 | 544,700,000 | Supply-chain access & clean-energy market entry |
| China Southern Power Grid Capital Holdings Co., Ltd. | 0.87% | 32,983,900 | 154,700,000 | Capital affiliate maintaining strategic exposure |
China Southern Power Grid Energy Efficiency & Clean Energy Co.,Ltd. (003035.SZ) Institutional Ownership and Major Shareholders of China Southern Power Grid Energy Efficiency & Clean Energy Co.,Ltd. (003035.SZ)
Institutional and shareholder composition for China Southern Power Grid Energy Efficiency & Clean Energy Co.,Ltd. (003035.SZ) shows a highly concentrated ownership base dominated by private companies, with meaningful stakes from venture capital/private equity and retail participation. Key aggregate percentages and share counts (latest available):
- Institutional investors: 2.99% - 113,182,453 shares
- Public companies: 3.32% - 125,844,843 shares
- Venture capital & private equity: 16.4% - 621,818,182 shares
- General public (retail): 19.6% - 743,746,379 shares
- Private companies: 57.6% - 2,183,286,930 shares
- Top 25 shareholders (collective): 80.22% of shares
| Shareholder Category | % Ownership | Number of Shares | Role / Investment Motive |
|---|---|---|---|
| Private companies | 57.6% | 2,183,286,930 | Strategic control, long-term infrastructure exposure |
| General public (retail) | 19.6% | 743,746,379 | Retail trading, dividend/yield seekers |
| Venture capital & private equity | 16.4% | 621,818,182 | Growth capital, scaling clean-energy assets |
| Public companies | 3.32% | 125,844,843 | Corporate investment, strategic partnerships |
| Institutional investors | 2.99% | 113,182,453 | Portfolio allocations, ESG/utility exposure |
| Top 25 shareholders (aggregate) | 80.22% | - | Concentrated control; influences governance and strategy |
Implications of this ownership mix:
- High private-company ownership (57.6%) implies strategic alignment with industrial or state-affiliated partners and potential for coordinated decision-making.
- Substantial VC/PE stake (16.4%) signals active growth financing and an expectation of expansion in energy-efficiency and clean-energy projects.
- Retail participation near 20% provides liquidity but limited influence relative to large private holders.
- Institutional ownership under 3% indicates cautious allocation by traditional fund managers despite sector-level ESG appeal.
For investor-facing narrative, motivations behind each category typically include stable cash flows and infrastructure exposure (private companies), growth and project returns (VC/PE), trading/liquidity and yield (retail), and selective ESG/infrastructure tilts (institutions). See additional corporate direction here: Mission Statement, Vision, & Core Values (2026) of China Southern Power Grid Energy Efficiency & Clean Energy Co.,Ltd.
China Southern Power Grid Energy Efficiency & Clean Energy Co.,Ltd. (003035.SZ) Key Investors and Their Impact on China Southern Power Grid Energy Efficiency & Clean Energy Co.,Ltd.
China Southern Power Grid Energy Efficiency & Clean Energy Co.,Ltd. (003035.SZ) presents a shareholder base dominated by strategic state and regional industrial investors whose ownership proportions shape governance, capital access, regional integration and technology collaboration.- China Southern Power Grid Co., Ltd. - 40.40%: controlling shareholder providing strategic oversight, board influence, project pipelines and opportunities for grid integration and large-scale efficiency programs.
- Nanwang Jianxin Fund Management Co., Ltd. - 16.40%: major institutional investor supplying growth capital and likely influencing profit-oriented strategy, M&A appetite and capital allocation.
- Guangdong Energy Group Co., Ltd. - 10.60%: regional energy champion supporting provincial coordination, policy alignment and local project deployment within Guangdong.
- Guangdong Environmental Protection Group Co., Ltd. - 5.82%: environmental-policy-aligned investor steering sustainability targets, emissions controls and green project selection.
- TBEA Co., Ltd. - 3.07%: industrial technology investor signaling interest in equipment, manufacturing and potential tech partnerships for renewable and efficiency technologies.
- China Southern Power Grid Capital Holdings Co., Ltd. - 0.87%: minority capital-holder reinforcing linkage to the group's financing arms and long-term support for capital projects.
| Investor | Ownership (%) | Primary Influence | Likely Near-Term Actions |
|---|---|---|---|
| China Southern Power Grid Co., Ltd. | 40.40 | Control & strategic oversight | Directs board appointments, aligns company strategy with national/regional grid plans, accelerates large-scale efficiency projects |
| Nanwang Jianxin Fund Management Co., Ltd. | 16.40 | Capital provider & profit-driven governance | Pushes for margin improvement, supports acquisitions or JV financing, influences financial policy |
| Guangdong Energy Group Co., Ltd. | 10.60 | Regional integration partner | Facilitates provincial projects, local market access, coordination on generation and distribution initiatives |
| Guangdong Environmental Protection Group Co., Ltd. | 5.82 | Sustainability and regulatory alignment | Promotes low-carbon projects, environmental compliance programs, and green finance opportunities |
| TBEA Co., Ltd. | 3.07 | Technology & equipment collaboration | Explores supply-chain partnerships, equipment procurement deals, co-development of renewable tech |
| China Southern Power Grid Capital Holdings Co., Ltd. | 0.87 | Financial support link to parent | Provides access to group financing products and structured capital for projects |
- Governance dynamics: with a 40.4% cornerstone stake, China Southern Power Grid Co., Ltd. effectively sets strategic direction while minority institutional and state-owned investors provide capital discipline, regional reach and environmental steering.
- Project pipeline implications: combined regional and environmental stakes (Guangdong Energy + Guangdong Environmental Protection + China Southern Power Grid affiliates) create a favorable environment for Guangdong-focused clean-energy and efficiency rollouts.
- Technology and industrial collaboration: TBEA's stake, though modest, increases the probability of equipment-supply JVs or pilot deployments linking manufacturing capability to company projects.
China Southern Power Grid Energy Efficiency & Clean Energy Co.,Ltd. (003035.SZ) - Market Impact and Investor Sentiment
China Southern Power Grid Energy Efficiency & Clean Energy Co.,Ltd. (003035.SZ) is trading with market characteristics that signal both growth expectations and defensive appeal. The company's valuation and recent quarterly results highlight investor willingness to pay a premium for future earnings potential, while its low beta and stable price range attract more conservative capital.| Metric | Value |
|---|---|
| Market Capitalization | CN¥17.69 billion |
| Trailing P/E Ratio | 102.82 |
| Q1 2025 Revenue | CN¥693 million (▲20.4% YoY) |
| Q1 2025 Net Income | CN¥91.34 million (▲1.7% YoY) |
| Beta (5Y) | 0.44 |
| Revenue per Employee | CN¥5.73 million |
| 52‑Week Range | CN¥3.87 - CN¥5.46 |
| Current Share Price | CN¥4.68 |
| Major Shareholder Composition | Institutional investors (modest stake); Private companies (significant stake) |
- Valuation dynamics: A trailing P/E of 102.82 underscores elevated growth expectations-investors are pricing in substantial future earnings or strategic upside.
- Growth vs. profitability: Q1 2025 revenue rose 20.4% YoY to CN¥693M while net income edged up 1.7% to CN¥91.34M, indicating top-line expansion with more muted margin improvement.
- Risk profile: Beta of 0.44 and a 52-week band centered around CN¥4-5 imply lower volatility, appealing to risk-averse and yield-seeking allocators.
- Operational efficiency: Revenue per employee of CN¥5.73M signals productive use of human capital relative to peers in energy services and clean energy segments.
- Who's buying:
- Institutional investors - modest positions: likely attracted by stable cash flows, regulatory alignment, and strategic positioning in energy efficiency/clean power.
- Private companies/strategic investors - significant holdings: suggest confidence in long-term industrial partnerships, project pipelines, and potential preferential contracting.
- Retail and conservative funds - drawn by lower volatility (beta 0.44) and perceived defensive attributes within the broader utilities/energy transition space.
- Why they're buying:
- Growth potential from energy-efficiency projects and clean-energy deployment, reflected in revenue growth (Q1 2025 +20.4%).
- Strategic value to private corporate holders seeking operational synergies and market access.
- Relative stability in share price (CN¥3.87-CN¥5.46) and strong revenue per head support investor confidence in execution.
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