Automotive Industry: 85%
Financial Services: 10%
Other Services: 5%

TOP 3 Markets:
China: 60%
Europe: 20%
Southeast Asia: 10%

SAIC Motor Corporation Limited generates the majority of its revenue from the automotive industry, which is attributed to its strong position as one of the largest automobile manufacturers in China. In addition to its core business in the automotive sector, the company diversifies its sources of income through financial services and other services.

China remains the dominant market for SAIC, driven by high demand for vehicles and the company's strong presence in the region. Europe and Southeast Asia are also significant markets, with Europe benefiting from expansion into the electric vehicle sector and Southeast Asia gaining importance due to growing markets and investments.

Production sites of SAIC Motor Corporation Limited:

1. China - Main production country with several factories in cities such as Shanghai, Nanjing, and Zhengzhou.
2. India - Production facilities in Halol, Gujarat.
3. Thailand - Plant in the province of Rayong.
4. Indonesia - Production facility in Bekasi, West Java.
5. United Kingdom - Production site in Longbridge, Birmingham.

SAIC Motor Corporation Limited is one of the largest automobile manufacturers in China and has expanded its production capacities internationally to better serve the global market. In addition to domestic factories, the company has strategically invested in international locations to optimize production costs and ensure proximity to key markets.

Revenue Growth: Estimated 8-10% annually (2025-2030)

Focus on Electromobility: SAIC Motor Corporation Limited has strongly focused on the development and production of electric vehicles. The company is investing significantly in research and development to expand its range of electric vehicles and secure technological leadership in this area.

International Expansion: SAIC is pursuing an aggressive expansion strategy in international markets, particularly in Europe and Southeast Asia. Through partnerships and joint ventures with local companies, SAIC aims to strengthen its market presence outside of China.

Digitalization and Connectivity: Another focus is on digitalization and the development of connected vehicle technologies. SAIC is investing in software solutions and intelligent vehicle platforms to enhance the customer experience and explore new business opportunities.

These strategic initiatives aim to secure the company's growth in the coming years and strengthen its position as a leading automaker.

Main Imported Raw Materials:

• Steel
• Aluminum
• Electronic components
• Battery materials (e.g. lithium, nickel, cobalt)

Main Importing Countries:

• Australia (steel, aluminum)
• Chile (copper)
• Democratic Republic of the Congo (cobalt)
• Indonesia (nickel)
• Japan and South Korea (electronic components)

SAIC Motor Corporation Limited, as one of the largest automobile manufacturers in China, heavily relies on the import of raw materials and materials essential for vehicle production. Steel and aluminum are fundamental materials for the body and structure of vehicles. These metals are often imported from Australia, which is rich in these resources.

For the production of electric vehicles, battery materials such as lithium, nickel, and cobalt are crucial. These are sourced from countries like Chile, the Democratic Republic of the Congo, and Indonesia, which are leading producers of these raw materials worldwide.

Electronic components needed for the advanced technologies in modern vehicles are mainly imported from Japan and South Korea, known for their highly developed electronics industry.

Market share in China: approx. 23% (2023)
R&D expenditure: 5.2% of revenue (2023)
Partnerships: Joint ventures with General Motors and Volkswagen

SAIC Motor Corporation Limited is one of the largest automobile manufacturers in China and benefits from a significant market share of about 23% in 2023. This gives the company a strong competitive advantage in the domestic market, which is considered one of the largest automobile markets in the world.

The company continuously invests in research and development, with approximately 5.2% of revenue allocated to this area in 2023. These investments support SAIC's innovation capabilities, especially in the field of electromobility and autonomous vehicles, which are crucial for future competitiveness.

In addition, strategic partnerships with international automakers such as General Motors and Volkswagen strengthen SAIC Motor's position. These joint ventures provide access to advanced technology and global markets, further solidifying the company's competitive advantage.

Institutional investor share: approx. 40% (estimated, 2025)
Insider purchases/sales: No significant transactions reported (2025)

The institutional investor share in SAIC Motor Corporation Limited is estimated to be around 40%. This reflects the interest of large investment firms and funds that invest in the company to benefit from its market position and growth potential.

No significant insider purchases or sales were reported in 2025. This could indicate that the management and other insiders currently do not expect any significant changes in their assessment of the company's value or future development.

Market share of SAIC Motor Corporation Limited: 10% (2025, estimated)

Main competitors and their market shares:

1. Toyota Motor Corporation: 12%
2. Volkswagen AG: 11%
3. SAIC Motor Corporation Limited: 10%
4. Hyundai Motor Company: 8%
5. General Motors: 7%
6. Ford Motor Company: 6%
7. Honda Motor Co., Ltd.: 5%
8. Nissan Motor Co., Ltd.: 4%
9. BMW Group: 3%
10. Mercedes-Benz Group: 3%

Moat of SAIC Motor Corporation Limited:

SAIC Motor Corporation Limited benefits from a strong domestic market in China, which is considered the world's largest automobile market. This gives the company a significant advantage in terms of production volume and economies of scale. Additionally, SAIC has strategic partnerships with international automakers such as General Motors and Volkswagen, facilitating access to technology and global markets.

However, compared to its competitors, SAIC has a less pronounced international brand value, weakening its moat in a global context. Companies like Toyota and Volkswagen have globally established brands and a strong presence in multiple markets, giving them a broader moat.

Overall, SAIC has a significant advantage in the Chinese market, but in a global comparison, the moats of international competitors are often more pronounced due to their brand strength and global presence.

Revenue Growth: 8.5% (2024) Profit Growth: 6.2% (2024) Market Share in China: 23% (2024) R&D Investments: 4.5% of revenue (2024)

SAIC Motor Corporation Limited recorded a revenue growth of 8.5% in 2024, attributed to strong demand for their vehicles and successful market expansion. Profit growth was at 6.2%, indicating efficient cost-cutting measures and improved production capacity.

The company holds a significant market share of 23% in China, highlighting its leading position in one of the world's largest automotive markets. Additionally, SAIC Motor invests 4.5% of its revenue in research and development, signaling a strategic focus on innovation and technological advancements.

Overall, SAIC Motor demonstrates solid financial performance and a strong market position. Continuous investments in research and development could make the company more competitive in the future, especially regarding the electrification and digitalization of the automotive industry. Therefore, the stock could be an attractive investment for long-term oriented investors.

Dividend yield: 5.2% (2025, estimated)
Dividend history: Continuous distribution over the past 5 years

SAIC Motor Corporation Limited has regularly distributed dividends to its shareholders in recent years. The dividend yield is currently around 5.2%, which can be considered attractive compared to other companies in the automotive industry.

The company has a solid dividend history, with dividends being paid continuously over the last five years. This indicates a reliable distribution policy. SAIC Motor's financial stability and strong market position support the company's ability to continue paying dividends in the future.