Revenue distribution by sectors:

• Automotive production: approx. 85%
• Spare parts and accessories: approx. 10%
• Services and others: approx. 5%

TOP 3 markets:

1. China: approx. 60%
2. Russia: approx. 15%
3. Australia: approx. 10%

Great Wall Motor Company Limited generates the majority of its revenue from automotive production, with the domestic market of China accounting for the largest share of total revenue. Russia and Australia are also significant markets contributing to the company's international expansion. Diversification into spare parts and services further supports the revenue structure.

Production Sites: China, Russia, Thailand, Brazil

Great Wall Motor Company Limited mainly produces in China, where most of its production facilities are located. In addition, the company has established international production sites in Russia, Thailand, and Brazil to expand its global presence and serve local markets more efficiently. This strategic expansion enables Great Wall Motor to reduce transportation costs and respond more quickly to demand in different regions.

Revenue Growth: Estimate of 10-12% annually (2025-2027)

Great Wall Motor Company Limited is pursuing a strategy that is heavily focused on electrification and international expansion. The company plans to strengthen its presence in global markets, particularly in Europe and Southeast Asia, to capitalize on the increasing demand for electric vehicles.

Another focus is on developing new electric vehicle models and investing in research and development to promote innovative technologies. Great Wall Motor is also investing in strategic partnerships and joint ventures to expand its production capacities and technological capabilities.

Additionally, the company is focusing on improving its production processes and optimizing the supply chain to increase cost efficiency and enhance profitability. These measures are intended to strengthen Great Wall Motor's competitiveness in the global automotive market.

Main raw materials: Steel, Aluminum, Lithium, Rare Earths

Countries of origin:

• Steel: China, Japan, South Korea
• Aluminum: Australia, Russia
• Lithium: Australia, Chile
• Rare Earths: China, USA

Great Wall Motor Company Limited, as one of the leading automobile manufacturers in China, imports a variety of raw materials essential for vehicle production. Steel and aluminum are the main materials for the body and structure of the vehicles. These are mainly sourced from China itself, as well as from Japan and South Korea, to ensure high quality standards.

Lithium is a critical component for battery manufacturing, especially for electric vehicles. The main suppliers are Australia and Chile, the world's leading lithium producers.

Rare earths, needed for various electronic components in vehicles, are mainly imported from China, although the USA also serves as a source to enhance supply security.

This import strategy enables Great Wall Motor to optimize production costs while ensuring the quality of the vehicles.

Market share in China: 9.5% (2024) R&D expenses: 8% of revenue (2024) Export growth: 20% (2024)

Great Wall Motor Company Limited has a significant competitive advantage, especially in the Chinese market, where it holds a market share of 9.5%. This is due to its strong presence in the SUV and pickup segments, which are particularly popular in China.

The company continuously invests in research and development, with 8% of revenue flowing into innovative technologies and new models. These investments strengthen their position in the field of electric vehicles and autonomous driving technologies.

Furthermore, the export growth of 20% in 2024 shows that Great Wall Motor is successfully expanding its international presence, leading to a diversification of revenue sources and a reduction in dependence on the domestic market.

Institutional Investor Share: approximately 40% (estimated for 2025)
Insider Buys/Sells: No significant transactions in the last quarter (estimated for 2025)

The institutional investor share in Great Wall Motor Company Limited is around 40%. This indicates that a significant number of shares are held by large institutional investors such as investment funds and pension funds.

Regarding insider transactions, there were no significant buys or sells in the last quarter, suggesting that the management and other insiders are currently not making significant changes to their holdings. This could indicate a stable confidence in the company's future development.

Market share of Great Wall Motor: 10% (2025, estimated)

Top competitors and their market shares:

1. BYD Company Limited: 20%
2. SAIC Motor Corporation Limited: 18%
3. Geely Automobile Holdings Limited: 15%
4. Changan Automobile Group: 12%
5. Great Wall Motor Company Limited: 10%
6. Dongfeng Motor Corporation: 8%
7. FAW Group Corporation: 7%
8. BAIC Motor Corporation Limited: 5%

Great Wall Motor Company Limited has established itself as one of the leading automobile manufacturers in China, especially in the SUV and pickup segments. The 10% market share demonstrates a strong presence, although lagging behind the market leaders BYD and SAIC.

Economic moat of Great Wall Motor: Great Wall Motor possesses a moderate economic moat, primarily attributed to its specialization in SUVs and pickups, as well as its innovation in the field of electric vehicles. The "Haval" brand is particularly well-known and contributes to the brand's strength.

In comparison to competitors, BYD has a significant advantage due to its comprehensive battery production and vertical integration, creating a stronger economic moat. SAIC benefits from strategic partnerships with international automakers, also providing a competitive edge.

Overall, Great Wall Motor has a solid, though not insurmountable, economic moat compared to the leading companies, which possess stronger competitive advantages through technological innovations and strategic alliances.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) Market Share in China: 12% (2024)

Great Wall Motor Company Limited achieved a revenue growth of 10% in 2024, driven by strong demand for their vehicles, especially in the electric vehicle sector. The company has expanded its product range and is heavily investing in research and development to integrate innovative technologies.

Profit increased by 8% during the same period, attributed to production efficiency improvements and cost-cutting measures. Great Wall Motor also raised its market share in China to 12%, solidifying its position as one of the leading automobile manufacturers in the country.

In the long term, the company could benefit from the growing demand for electric vehicles, especially if it continues to expand its international presence. Strategic investments in new technologies and markets could support future growth. Therefore, the stock could be an attractive investment for investors interested in long-term growth.

Dividend Yield: 4.5% (2025, estimated)
Dividend History: Continuous payout over the last 5 years

Great Wall Motor Company Limited has regularly distributed dividends to its shareholders in recent years. The dividend yield for the year 2025 is estimated to be around 4.5%, which is considered attractive compared to other companies in the automotive industry.

The reliability of Great Wall Motor's dividend payments is underscored by its stable financial performance and continuous payout over the past five years. The company holds a strong market position and benefits from robust demand for its vehicles, supporting its ability to pay dividends.