Revenue distribution by sectors:

• Automotive production: approx. 70%
• Components and spare parts: approx. 20%
• Financial services: approx. 10%

TOP 3 markets and their percentage shares:

• China: approx. 60%
• Southeast Asia: approx. 15%
• Europe: approx. 10%

Dongfeng Motor Group Company Limited generates the majority of its revenue from automotive production, with the domestic market in China accounting for the largest share of revenue. The expansion into international markets, particularly in Southeast Asia and Europe, has increased in recent years, as reflected in the revenue shares. Diversification into components and financial services also contributes to the company's stability.

Production Sites:

• Wuhan, China
• Xiangyang, China
• Zhengzhou, China
• Guangzhou, China

Dongfeng Motor Group Company Limited has its main production facilities in various cities in China, including Wuhan, Xiangyang, Zhengzhou, and Guangzhou. These locations are strategically chosen to optimize logistics and ensure proximity to key suppliers and markets.

The company is one of the largest automobile manufacturers in China and produces a wide range of vehicles, including passenger cars, commercial vehicles, and electric vehicles. By diversifying their production sites, Dongfeng Motor can efficiently respond to demand and flexibly adjust production capacity.

Electrification: 30% of vehicle sales are expected to be electric by 2025.
International Expansion: The goal is to increase exports by 20% annually.
Research and Development: Investments of 5 billion USD by 2025.

Dongfeng Motor Group Company Limited is strongly focusing on electrifying its vehicle lineup to serve the growing market for electric vehicles. By 2025, 30% of vehicle sales are planned to be electric, supported by partnerships with leading technology companies and investments in battery technology.

Additionally, the company is pursuing an aggressive international expansion strategy. The aim is to increase exports by 20% annually, particularly in emerging markets, to reduce dependence on the domestic market.

Another key focus is on research and development. Dongfeng plans to invest around 5 billion USD in R&D by 2025 to drive innovations in autonomous driving and connected vehicles. These investments are intended to enhance the company's competitiveness in the global automotive industry.

Key Commodities: Steel, Aluminum, Plastics, Electronic Components

Main Import Countries: China, Japan, South Korea, Germany

Dongfeng Motor Group Company Limited imports a variety of raw materials and materials that are essential for automotive production. These include in particular steel and aluminum, which are needed for the body and other vehicle parts. These metals are mainly sourced from China and South Korea, as these countries have a strong metal industry.

Plastics and electronic components are also of great importance. Electronic components are often imported from Japan and Germany, as these countries are known for their high-quality technological products. Plastic materials can come from both regional and international sources, depending on specific requirements and availabilities.

The dependence on these imports makes Dongfeng Motor vulnerable to fluctuations in global supply chains and price fluctuations in commodity markets.

Market share in China: approx. 10% (2024, estimate)
R&D expenses: 5% of revenue (2024, estimate)
Partnerships: Joint ventures with Nissan and Honda

Dongfeng Motor Group Company Limited has a significant competitive advantage due to its strong presence in the Chinese market, which is considered one of the largest automotive markets in the world. With an estimated market share of around 10%, Dongfeng is one of the leading automakers in China.

Another advantage stems from strategic partnerships and joint ventures with global automakers such as Nissan and Honda. These collaborations provide access to advanced technology and global markets, enhancing Dongfeng's competitiveness.

Furthermore, the company continuously invests in research and development, with approximately 5% of revenue allocated to this area. This demonstrates Dongfeng's commitment to developing innovative and competitive products to meet changing consumer preferences and technological advancements.

Institutional Investor Share: approx. 45% (2025, estimated) Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in Dongfeng Motor Group Company Limited is around 45%. This figure indicates that a significant portion of the shares are held by large financial institutions, which often reflects a certain level of confidence in the company's stability and growth potential.

In 2024, there were no significant insider transactions, suggesting that the management and other insiders did not make any significant changes to their stake in the company. This can be seen as a sign that the management has confidence in the current corporate strategy and future development.

Market share of Dongfeng Motor Group: 8% (estimated, 2025)

Top competitors and their market shares:

1. SAIC Motor Corporation: 22%
2. Geely Automobile Holdings: 15%
3. BYD Company Limited: 14%
4. Great Wall Motor Company: 10%
5. Changan Automobile: 9%
6. Dongfeng Motor Group: 8%
7. FAW Group: 7%
8. GAC Group: 6%
9. BAIC Group: 5%
10. NIO Inc.: 4%

Moat of Dongfeng Motor Group:

Dongfeng Motor Group has a moderate moat, mainly characterized by strategic partnerships with international car manufacturers and a strong presence in the commercial vehicle segment. These partnerships provide access to advanced technology and expand the product offering.

Compared to competitors, SAIC Motor Corporation has the strongest moat, due to its market-leading position and extensive joint ventures with global car brands. BYD Company Limited also has a significant moat, especially through its leadership in innovation in electric vehicles and battery technology.

Geely Automobile Holdings and Great Wall Motor Company benefit from strong brands and a wide product portfolio tailored to the needs of the domestic market. These companies also have significant moats, reinforced by their innovation and market adaptation.

Overall, Dongfeng Motor Group has a solid, but not outstanding moat compared to some of its strongest competitors who dominate through technological innovations and strategic market positioning.

Revenue Growth: 5.2% (2024) Profit Growth: 3.8% (2024) Market Share in China: 11% (2024) R&D Investments: 4.5% of revenue (2024)

Dongfeng Motor Group recorded a moderate revenue growth of 5.2% in 2024, attributed to stable demand in the Chinese automotive market. The profit growth of 3.8% indicates the company's ability to manage its costs effectively, although profit margins could be under pressure.

The company holds a solid market share of 11% in China, making it a significant player in one of the world's largest automotive markets. This provides some stability and growth potential, especially as the demand for vehicles in China continues to rise.

Dongfeng invests 4.5% of its revenue in research and development, signaling a strategic focus on innovation and technological advancements. This could lead to long-term competitive advantages, especially in the areas of electric vehicles and autonomous driving.

Overall, Dongfeng Motor Group demonstrates stable financial performance and strategic investments in future technologies, potentially making the stock a good investment, especially for investors interested in the development of the Chinese automotive market.

Dividend Yield: 4.5% (2024, estimated)
Dividend History: Regular payouts over the past five years

Dongfeng Motor Group Company Limited has regularly distributed dividends in recent years, indicating a certain reliability in its payout policy. The estimated dividend yield for the year 2024 is around 4.5%, which can be considered attractive compared to other companies in the automotive industry.

The reliability of dividends is heavily dependent on the financial stability of the company and market conditions. Dongfeng has demonstrated in the past its ability to pay dividends even in economically challenging times, indicating a solid financial foundation. Analysts expect the company to maintain its dividend policy unless significant negative changes occur in its business development or market environment.