Revenue distribution by industry:

• Public transport: 60%
• Coach buses: 25%
• Electric buses: 15%

TOP 3 markets and their percentage shares:

• China: 55%
• Europe: 20%
• Southeast Asia: 15%

Yutong Bus Co., Ltd. generates the majority of its revenue from public transport, driven by the high demand for buses for urban passenger transport. The Chinese market dominates the revenues as the company has a strong presence there and benefits from urban expansion.

In Europe and Southeast Asia, Yutong also holds significant market shares, especially through the sale of electric buses, which are gaining importance due to environmental regulations and the demand for sustainable transport solutions.

Production Site: Zhengzhou, China

Yutong Bus Co., Ltd. mainly produces its buses in Zhengzhou, China. The city is a significant center for automobile production in China, and Yutong has one of the largest and most modern bus production facilities in the world there. This strategic location enables the company to efficiently serve both the domestic market and export its products internationally.

Revenue Growth: Estimated 10% per year (2025 forecast)

Yutong Bus Co., Ltd. is pursuing a growth strategy that heavily emphasizes innovation and internationalization. The company is investing significantly in research and development to expand its product range in the field of electric and hybrid buses. These investments aim to meet the increasing demand for environmentally friendly transport solutions.

Another focus of the strategy is on expanding into international markets. In recent years, Yutong has strengthened its presence in Europe, Latin America, and the Middle East and plans to further expand in these markets. Partnerships with local companies and governments play a central role in this endeavor.

Additionally, Yutong is focusing on digitization and the use of smart technologies in its vehicles to improve customer service and explore new business opportunities. These strategic initiatives are intended to keep the company competitive in the coming years and secure revenue growth.

Imported Raw Materials/Components: Steel, Aluminum, Electronic Components, Batteries

Countries of Origin:

• Steel: Australia, Brazil
• Aluminum: Russia, Canada
• Electronic Components: South Korea, Japan, Taiwan
• Batteries: South Korea, Japan

Yutong Bus Co., Ltd. imports a variety of raw materials and components necessary for the production of their buses. Steel and aluminum are essential materials for the body and structure of the vehicles. These metals are mainly sourced from Australia, Brazil, Russia, and Canada, as these countries are leading producers of high-quality metals.

Electronic components required for modern bus systems and controls are predominantly imported from technologically advanced countries such as South Korea, Japan, and Taiwan. These countries are known for their advanced electronics industries.

Batteries are crucial for the production of electric and hybrid buses. They are mainly imported from South Korea and Japan, as these countries are leaders in battery technology and offer high-quality products.

Market share in China: approximately 30% (2024) R&D investments: 5% of revenue (2024) Export growth: 10% (2024)

Yutong Bus Co., Ltd. has a significant competitive advantage, especially in the Chinese market, where the company holds a market share of about 30%. This advantage is supported by continuous investments in research and development, which account for approximately 5% of revenue. These investments enable Yutong to offer innovative and environmentally friendly bus solutions, which is crucial in an increasingly sustainability-oriented market.

Furthermore, Yutong has strengthened its export activities, with an export growth of 10% in 2024. This demonstrates the company's ability to successfully position its products in international markets and expand its global presence. Yutong's competitive advantage is further reinforced by its strong brand, technological innovations, and efficient production capacity.

Institutional Investor Share: 45% (estimated for 2025)

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

The institutional investor share in Yutong Bus Co., Ltd. is approximately 45%. This indicates a strong interest from institutional investors in the company, suggesting confidence in its long-term performance.

There were no significant insider buys or sells in the last year, indicating that the management and other insiders have a stable outlook on the company's development. This can be seen as a sign of confidence in Yutong Bus Co., Ltd.'s current business strategy and market position.

Market share of Yutong Bus Co., Ltd.: 10% (estimated, 2025)

Top competitors and their market shares:

1. BYD Company Limited: 15%
2. Zhongtong Bus Holding Co., Ltd.: 8%
3. King Long Motor Group: 7%
4. Anhui Ankai Automobile Co., Ltd.: 6%
5. Higer Bus Company Limited: 5%

Yutong Bus Co., Ltd. is one of the leading bus manufacturers in China and holds a significant market share of around 10%. The company benefits from a strong distribution network, an established brand, and high production capacity. These factors contribute to a moderate moat that gives Yutong a certain competitive advantage.

However, BYD Company Limited has a stronger moat with a market share of 15%, particularly due to its diversification into other vehicle segments and its leading position in electromobility. BYD's technological innovations and global presence significantly strengthen its market position.

Other competitors, such as Zhongtong and King Long, also have their niches and strengths, but not to the extent of Yutong or BYD. Overall, Yutong has a solid, but not insurmountable moat, and competition in the bus market remains intense.

Revenue Growth: 8.9% (2024)
Profit Growth: 7.5% (2024)
Market Share in the Bus Segment: 15% (2024, estimated)

Yutong Bus Co., Ltd. achieved a revenue growth of 8.9% in 2024, driven by strong demand for their buses, especially in the electric vehicle sector. The company has strengthened its market position through technological innovations and expanding its product portfolio in the field of environmentally friendly transport solutions.

The profit growth of 7.5% during the same period indicates that Yutong Bus is not only able to increase its revenues but also operate efficiently and optimize its cost structure. The market share of approximately 15% in the bus segment highlights the company's leading position in the industry.

Overall, these key figures suggest that Yutong Bus Co., Ltd. is well positioned to benefit from global trends towards sustainable mobility. This could make the stock an attractive investment, especially for investors focusing on long-term growth in the electric vehicle sector.

Dividend Yield: 4.5% (2024) Dividend History: Continuous payout for over 10 years

Yutong Bus Co., Ltd. has pursued a stable dividend policy in recent years. The dividend yield of 4.5% in 2024 indicates that the company regularly returns a portion of its profits to its shareholders.

The reliability of the payout is underscored by the continuous dividend payment for more than a decade. This suggests that Yutong Bus Co., Ltd. strives to pay a dividend to its shareholders even in economically challenging times. Analysts view the company's dividend policy as sustainable as long as economic conditions remain stable and the company continues to operate profitably.