Industry Revenue Breakdown:

• Automobile Production: 70%
• Electric Vehicles: 20%
• Components and Spare Parts: 10%

TOP 3 Markets:

• China: 65%
• Europe: 20%
• South America: 10%

Anhui Jianghuai Automobile Group Corp., Ltd. (JAC Motors) generates the majority of its revenue from automobile production, with a significant portion coming from electric vehicles, reflecting the global trend towards electrification.

The primary market for JAC Motors remains China, which dominates due to its size and government support for electric vehicles. Europe is the second-largest market, driven by the increasing demand for environmentally friendly vehicles. South America follows as the third-largest market, where JAC Motors benefits from the growing automotive demand.

Production Sites:

1. Hefei, China
2. Yangzhou, China
3. Qingdao, China

Anhui Jianghuai Automobile Group Corp., Ltd., also known as JAC Motors, has its main production facilities in China. The headquarters and largest production plant are located in Hefei, the capital of Anhui province. In addition, the company operates other production sites in Yangzhou and Qingdao, which specialize in different types of vehicles and components.

This strategic distribution of production sites enables JAC Motors to efficiently respond to demand both domestically and internationally while optimizing logistics costs.

Electrification Strategy: Focus on Electric Vehicles (EVs)
Partnerships: Collaboration with international automotive manufacturers
Market Expansion: Expansion of presence in international markets

Anhui Jianghuai Automobile Group Corp., Ltd. (JAC Motors) is strongly committed to electrifying its vehicle lineup to secure future growth. The company is investing significantly in the research and development of electric vehicles and has already introduced several models to the market that are receiving positive feedback.

Furthermore, JAC Motors pursues a strategy of partnerships with international automotive manufacturers to benefit from their technology and market expertise. These collaborations help the company expand its production capacities and enhance the quality of its vehicles.

Another key element of the growth strategy is the expansion into international markets. JAC Motors has already taken steps to strengthen its presence in regions such as South America, Africa, and the Middle East to tap into new revenue sources and capitalize on the growing demand for affordable vehicles in these markets.

Key Commodities: Steel, Aluminum, Lithium, Rare Earths

Main Import Countries: Australia, Chile, Indonesia, South Africa

Anhui Jianghuai Automobile Group Corp., Ltd. (JAC Motors) imports a variety of commodities essential for vehicle production. These include notably steel and aluminum, required for the body and other vehicle components. These metals are often imported from countries like Australia and South Africa, which are rich in these resources.

Lithium and Rare Earths are also important materials, especially for the production of electric vehicles and batteries. These commodities are frequently sourced from Chile and Indonesia, as these countries possess significant deposits.

The dependence on imported commodities is a strategic aspect for JAC Motors, as it influences production costs and supply chain stability. In the future, the company may increasingly focus on sustainable and local procurement strategies to minimize risks.

Market Share in China: 3.5% (2024, estimate)
R&D Investments: 5% of revenue (2023)
Electric Vehicle Sales Growth: 20% (2023)

Anhui Jianghuai Automobile Group Corp., Ltd. (JAC Motors) has established itself as a significant player in the Chinese automotive market in recent years, especially in the electric vehicle (EV) sector. The company's competitive advantage lies in several areas:

Firstly, through its strategic partnerships, particularly with Volkswagen, JAC Motors has gained access to advanced technology and international markets. These partnerships enhance the company's innovation capabilities and product development.

Secondly, JAC Motors continuously invests in research and development, reflected in significant growth in the electric vehicle segment. With a 20% sales growth in the EV sector in 2023, the company demonstrates its ability to respond to the increasing demand for environmentally friendly vehicles.

Furthermore, JAC Motors benefits from its strong presence in the domestic market, where it holds a market share of approximately 3.5%. This enables the company to capitalize on the growing demand for automobiles in China.

Despite these advantages, JAC Motors operates in a highly competitive market where both local and international companies vie for market share. The company's ability to leverage its innovation capabilities and strategic partnerships will be crucial in maintaining and expanding its competitive edge.

Institutional Investor Share: 35% (estimated, 2025)

Insider Buys/Sells: No significant transactions in the last year

The institutional investor share in Anhui Jianghuai Automobile Group Corp., Ltd. is estimated to be around 35%. This indicates a moderate interest from institutional investors, suggesting a certain level of stability and confidence in the company's future development.

There were no significant insider buys or sells in the last year, indicating that the management and other insiders do not expect significant changes in their assessment of the company's value. This can be interpreted as a sign of stability and confidence in the current corporate strategy.

Market share of Anhui Jianghuai Automobile Group Corp., Ltd.: 2.5% (estimated for 2025)

Top 5-10 companies by market share in the automotive sector in China (2025, estimated):

1. BYD Company Limited: 15%
2. SAIC Motor Corporation Limited: 12%
3. Geely Automobile Holdings Limited: 10%
4. Great Wall Motor Company Limited: 8%
5. Changan Automobile: 7%
6. FAW Group Corporation: 6%
7. Dongfeng Motor Corporation: 5%
8. GAC Group: 4%
9. Anhui Jianghuai Automobile Group Corp., Ltd.: 2.5%
10. NIO Inc.: 2%

Moat of Anhui Jianghuai Automobile Group Corp., Ltd.:

Anhui Jianghuai Automobile Group Corp., Ltd. (JAC Motors) has a moderate moat, mainly supported by its strategic partnerships and its position in the commercial vehicle segment. The company has benefited in the past from collaborations with international automakers, which have strengthened its technological base and market presence.

Compared to larger competitors like BYD and SAIC, which have extensive research and development resources and strong brand recognition, the moat of JAC Motors is less pronounced. These larger companies have a significant advantage in terms of innovation, economies of scale, and market presence, especially in the rapidly growing electric vehicle segment in China.

In summary, while JAC Motors has some competitive advantages, they are less pronounced compared to the leading companies in the Chinese automotive market. The competition has a stronger moat in many areas, particularly through technological leadership and brand strength.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in the Electric Vehicle Segment: 12% (2024)

Anhui Jianghuai Automobile Group Corp., Ltd. recorded solid revenue growth of 8.5% in 2024, driven by strong demand for their vehicles, especially in the electric vehicle segment. The company has expanded its market share in this area to 12%, indicating successful product innovations and strategic partnerships.

The profit growth of 10.2% in 2024 shows that the company not only increased its revenues but also became more efficient in its cost structure. This suggests improved profitability, which could be attractive to potential investors.

Additionally, the company has invested in expanding its production capacities and research and development to secure future growth. These strategic investments could lead to a stronger market position in the long term.

Overall, Anhui Jianghuai Automobile Group Corp., Ltd. shows positive growth trends and a strong position in the emerging electric vehicle market, making the stock a potentially good investment, especially for investors interested in sustainable growth.

Dividend Yield: 2.5% (2024)

Anhui Jianghuai Automobile Group Corp., Ltd. has paid out dividends in recent years, with the dividend yield standing at approximately 2.5% in 2024. The reliability of dividend payments can be considered moderate, as the company has been striving to provide a return to its shareholders in the past, although the payout amount fluctuates.

The stability of dividend payments is heavily dependent on the financial performance of the company, which in turn is influenced by automotive demand and economic conditions. Investors should monitor the future financial development of the company as well as general market conditions to better assess the sustainability of dividend payments.