Revenue distribution by sectors:

• Automotive production: approx. 70%
• Spare parts and accessories: approx. 20%
• Services (e.g. financial services): approx. 10%

TOP 3 markets and their percentage shares:

• China: approx. 60%
• Europe: approx. 20%
• Southeast Asia: approx. 10%

BAIC Motor Corporation Limited generates the majority of its revenue from automotive production, with the domestic market of China accounting for the largest share. Europe and Southeast Asia are also significant markets, strengthened by strategic partnerships and local production facilities. Diversification into spare parts and services also contributes to revenue stability.

Production Sites:

• Beijing, China
• Zhenjiang, China
• Guangzhou, China

BAIC Motor Corporation Limited mainly produces its vehicles in China, with the main production sites in Beijing, Zhenjiang, and Guangzhou. These locations are strategically chosen to efficiently serve both the domestic market and exports. Proximity to key supply chains and sales markets enables BAIC to optimize its production costs and simplify logistics.

Revenue Growth: 8.5% (estimated 2025)
Profit Growth: 7.2% (estimated 2025)

BAIC Motor Corporation Limited is pursuing a growth strategy that heavily focuses on electrifying its vehicle fleet. The company is investing significantly in research and development to strengthen its position in the electric vehicle market. These investments aim to improve both the range and efficiency of their electric vehicles.

In addition, BAIC Motor is expanding into international markets, particularly in Southeast Asia and Africa, to tap into new sales opportunities. Partnerships with local manufacturers and the establishment of production capacities on-site are part of this expansion strategy.

Another focus is on digitization and the integration of advanced technologies into their vehicles, such as autonomous driving and connected vehicle solutions, to meet changing consumer preferences.

Main raw materials: Steel, aluminum, plastics, electronic components

Main importing countries:

• Steel: China, Japan, South Korea
• Aluminum: Australia, Russia, Canada
• Plastics: Saudi Arabia, Germany, USA
• Electronic components: Taiwan, South Korea, Japan

BAIC Motor Corporation Limited imports a variety of raw materials and materials essential for automotive production. Steel and aluminum are the main metals used in vehicle manufacturing, with China, Japan, and South Korea being leading suppliers of steel. Aluminum is often sourced from Australia, Russia, and Canada.

Plastics needed for interior fittings and body parts often come from countries with a strong chemical industry such as Saudi Arabia, Germany, and the USA. Electronic components essential for modern vehicles are mainly imported from technologically advanced countries like Taiwan, South Korea, and Japan. These countries are known for their advanced electronics industry and offer high-quality components crucial for automotive production.

Market share in China: 8% (estimated for 2026)
R&D expenses: 5.2% of revenue (2025)

BAIC Motor Corporation Limited has a significant competitive advantage in the Chinese automotive market, supported by its considerable market share and strategic partnerships, especially with Daimler AG. These partnerships provide access to advanced technology and global market insights.

The company continuously invests in research and development, reflected in an expenditure of 5.2% of revenue in 2025. These investments are crucial to remain competitive, especially in a market that heavily focuses on electric vehicles and sustainable mobility solutions.

Additionally, BAIC benefits from government subsidies and a strong position in the electric vehicle sector, further enhancing its competitive edge. The focus on innovation and adaptation to market trends are essential factors that help BAIC to establish itself in a fiercely competitive market.

Institutional Investor Share: Estimated around 45% (2026)

Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share in BAIC Motor Corporation Limited is estimated to be around 45%. This reflects the interest of investment funds, pension funds, and other large financial institutions that invest in the company.

In 2025, there were no significant insider buys or sells, indicating that the management and other insiders are currently not making significant changes to their stake in the company. This could suggest a stable confidence in the company's future development.

Please note that these figures are based on estimates and the latest available data. It is advisable to consult the latest financial reports and stock market announcements for the most up-to-date information.

Market share of BAIC Motor Corporation Limited: Estimate 3-5% (2026)

Top competitors and their market shares:

1. BYD Company Limited: Estimate 15-18% (2026)
2. Geely Automobile Holdings Limited: Estimate 10-12% (2026)
3. Great Wall Motor Company Limited: Estimate 8-10% (2026)
4. SAIC Motor Corporation Limited: Estimate 7-9% (2026)
5. Changan Automobile: Estimate 6-8% (2026)
6. NIO Inc.: Estimate 5-7% (2026)
7. Xpeng Inc.: Estimate 4-6% (2026)

Moat of BAIC Motor Corporation Limited:

BAIC Motor Corporation Limited has a moderate moat, mainly supported by its strategic partnerships and joint ventures, especially with international car manufacturers like Daimler AG. These partnerships provide access to advanced technology and international markets, offering a certain competitive advantage.

However, compared to its competitors, BAIC has a less pronounced moat. Companies like BYD and Geely benefit from stronger brand recognition, a wider range of products, and greater innovation, especially in the electric vehicle sector. For example, BYD has a significant advantage due to its vertical integration and leading position in battery technology.

Overall, BAIC's moat is less pronounced compared to industry leaders, indicating the need to invest in innovation and brand strengthening to remain competitive.

Revenue Growth: 8.5% (2025) Profit Growth: 5.2% (2025) Market Share in China: 10% (2025)

BAIC Motor Corporation Limited recorded a revenue growth of 8.5% in 2025, attributed to stable demand for their vehicles and an effective market strategy. Profit growth was at 5.2%, indicating an improvement in operational efficiency and cost control.

The company holds a 10% market share in China, one of the largest automotive markets in the world. This demonstrates a strong market presence and offers potential for further growth, especially through the introduction of new models and expansion of the electric vehicle segment.

In addition, BAIC Motor is investing in research and development to promote innovative technologies, which could lead to a stronger competitive position in the long term. These factors suggest that the stock may be a potentially good investment, especially for investors interested in the long-term development in the automotive sector.

Dividend Yield: 4.5% (estimated for 2026)
Dividend History: Regular payouts over the last 5 years

BAIC Motor Corporation Limited has regularly distributed dividends in recent years. The dividend yield is estimated to be around 4.5% for 2026, based on historical payouts and current stock price performance.

The reliability of dividend payments can be considered high, as the company demonstrates stable financial performance and has consistently paid dividends in the past. Analysts expect BAIC Motor to maintain its dividend policy unless significant negative economic changes occur.