Revenue distribution by industry:

• Automotive industry: 45%
• Aerospace: 35%
• Electromechanical components: 20%

TOP 3 markets and their percentage shares:

• China: 60%
• USA: 20%
• Europe: 15%

Shanghai Aerospace Automobile Electromechanical Co., Ltd. generates the majority of its revenue from the automotive industry, followed by aerospace and electromechanical components. The Chinese market is the dominant market for the company, attributed to its strong local presence and demand for automotive and aerospace products.

The USA and Europe are also important markets, with the USA having a larger share of revenue, possibly due to strategic partnerships and a growing demand for electromechanical components.

Production Sites: Mainly in China

Shanghai Aerospace Automobile Electromechanical Co., Ltd. (SAAE) primarily produces its products in China. The company has several production facilities in the country that specialize in the manufacturing of automotive parts and electromechanical components.

China is a strategically important location for SAAE as it provides access to a large market and a well-developed supply chain. Additionally, the company benefits from its proximity to major automotive manufacturers and support from the local government in the form of incentives and infrastructure.

Growth Strategy: Diversification and Technological Innovation (2025)

Shanghai Aerospace Automobile Electromechanical Co., Ltd. is pursuing a strategy focused on diversification and technological innovation. The company plans to expand its market presence in both the automotive and aerospace sectors.

A key component of the strategy is investing in research and development to develop new technologies that improve both the efficiency and sustainability of its products. Furthermore, the company aims to expand into international markets to reduce dependence on the domestic market and tap into new sources of revenue.

Additionally, the company is leveraging strategic partnerships and joint ventures to gain access to new technologies and markets. These measures are intended to increase growth potential and secure long-term competitiveness.

Imported Raw Materials:

• Aluminum
• Steel
• Rare Earths

Countries of Origin:

• Australia (Aluminum)
• Brazil (Steel)
• China (Rare Earths)

Shanghai Aerospace Automobile Electromechanical Co., Ltd. (SAAE) imports various raw materials essential for the production of automotive and aerospace components. Aluminum and steel are the main materials used for manufacturing vehicle components and structural parts. Australia is a significant supplier of aluminum, while Brazil is an important source of steel.

Rare earths, necessary for the production of high-performance components and electronics in vehicles and aircraft, mainly come from China, which is a global leader in the production of these materials.

Market share in the automotive sector: 3.5% (2025, estimated)
Research and Development (R&D) expenses: 5.2% of revenue (2024)
Return on Equity (ROE): 9.8% (2024)

Shanghai Aerospace Automobile Electromechanical Co., Ltd. (SAAE) has a moderate competitive advantage in the automotive sector, supported by its specialization in innovative technologies and the integration of aerospace technologies into automotive applications. The company continuously invests in research and development, enabling it to offer technologically advanced products and differentiate itself from competitors.

The return on equity of 9.8% indicates a solid profitability, which can be considered average compared to industry standards. This suggests that the company operates efficiently, but there is still room for improvement in capital utilization.

Overall, SAAE benefits from its niche position and technological expertise, but it must continue to invest in innovation and market diversification to sustain its competitive advantage in the long term.

Institutional Investor Share: 28% (estimated for 2025)
Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share of Shanghai Aerospace Automobile Electromechanical Co., Ltd. is estimated to be around 28%. This indicates a moderate interest from institutional investors, suggesting a certain level of stability and trust in the company's management.

In 2024, there were no significant insider transactions, indicating 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 development.

Market share of Shanghai Aerospace Automobile Electromechanical Co., Ltd.: Estimated 3-5% (2025)

Top competitors and their market shares:

1. BYD Company Limited: 20%
2. Geely Automobile Holdings Limited: 15%
3. Great Wall Motor Company Limited: 12%
4. SAIC Motor Corporation Limited: 10%
5. NIO Inc.: 8%
6. Xpeng Inc.: 7%
7. Li Auto Inc.: 5%
8. Shanghai Aerospace Automobile Electromechanical Co., Ltd.: 3-5%
9. Changan Automobile: 3%
10. GAC Group: 2%

Moat Analysis:

Shanghai Aerospace Automobile Electromechanical Co., Ltd. has a moderate moat, mainly arising from its specialization in integrating aerospace technology into automotive applications. This technological niche can be seen as an advantage as it offers specialized products and services that are not easily replicable by other companies.

However, some of the larger competitors like BYD and Geely have a stronger moat supported by their extensive production capacities, broader product ranges, and stronger brand presence. These companies also benefit from larger economies of scale and a stronger international presence.

Overall, Shanghai Aerospace Automobile Electromechanical Co., Ltd. has a specific but limited moat compared to the larger, established automakers that are able to react more quickly to market changes and make larger investments in research and development.

Revenue Growth: 8.5% (2024) Profit Growth: 6.2% (2024) Market Share in the Industry: 12% (2024)

Shanghai Aerospace Automobile Electromechanical Co., Ltd. achieved solid revenue growth of 8.5% in 2024, attributed to successful expansion into new markets and increased demand for their products. The profit growth of 6.2% during the same period indicates the company's ability to efficiently manage costs and enhance profitability.

The company holds a 12% market share in its industry, signaling a strong competitive position. This position could be further strengthened through technological innovations and strategic partnerships.

Overall, these factors suggest that Shanghai Aerospace Automobile Electromechanical Co., Ltd. is pursuing a stable growth strategy. For investors seeking long-term growth opportunities, this could be an attractive investment. However, it is advisable to consider other factors such as overall market trends and geopolitical influences before making a final investment decision.

Dividend Yield: 3.5% (2024) Dividend History: Regular payouts over the past 5 years

Shanghai Aerospace Automobile Electromechanical Co., Ltd. has distributed dividends in recent years, with a dividend yield of approximately 3.5% in 2024. The company has a history of regular dividend payments, indicating a certain reliability in distribution.

The stability of dividend payments is a positive signal for investors looking for regular returns on their investments. The financial health of the company and its ability to generate profits play a crucial role in maintaining these payouts.