Revenue distribution by industry:

• Automotive research and development: 45%
• Vehicle testing and certification: 30%
• Environmental technology and services: 25%

TOP 3 markets:

1. China: 60%
2. Europe: 20%
3. North America: 15%

China Automotive Engineering Research Institute Co., Ltd. generates the majority of its revenue from automotive research and development, followed by services in vehicle testing and environmental technology. The Chinese market is the dominant sales market, attributed to the strong local presence and focus on the domestic automotive sector. Europe and North America are also significant markets supported by international partnerships and the demand for environmentally friendly technologies.

Production Sites: Several sites in China (estimated 2023)

China Automotive Engineering Research Institute Co., Ltd. (CAERI) mainly has its production facilities in China. The company is known for its extensive research and development in the field of automotive technology and operates multiple facilities focusing on the development, testing, and production of automotive components and systems.

The exact locations and number of production sites may vary, but it is typical for companies of this kind to have their main production capacities within China to benefit from the proximity to major automotive manufacturers and the domestic market.

Strategy for Future Growth:

1. Focus on Research and Development: China Automotive Engineering Research Institute Co., Ltd. heavily invests in research and development to drive innovative technologies in the automotive sector. This includes particularly the areas of electromobility and autonomous driving.

2. Expansion of International Presence: The company plans to expand its international markets to benefit from the global demand for advanced automotive technologies.

3. Sustainability and Green Technologies: Another strategic focus lies on the development of environmentally friendly technologies to meet the growing demands for sustainability and emission reduction.

Through these strategic measures, the company aims to strengthen its market position and ensure long-term growth.

Main Imported Raw Materials: High-quality steel, aluminum, electronic components

Main Supplier Countries: Japan, South Korea, Germany

China Automotive Engineering Research Institute Co., Ltd. (SHSE:601965) heavily relies on the import of high-quality raw materials and materials that are essential for automotive research and development. High-quality steel and aluminum are mainly imported from Japan and South Korea, as these countries are known for their advanced metal processing industries.

Electronic components, which are essential for modern vehicle technologies, are often sourced from Germany, known for its precision and innovation in electronics manufacturing. These imports are crucial to ensure the high standards and quality of the company's products.

Market Share: Estimated at 10% in the field of automotive research and development in China (2026).

R&D Investments: 8% of revenue (2025).

Technological Innovation: Leading in new energy vehicle technologies.

China Automotive Engineering Research Institute Co., Ltd. (SHSE:601965) has a significant competitive advantage due to its strong position in research and development, especially in the field of new energy vehicles. The company continuously invests a substantial portion of its revenue in research and development, allowing it to remain at the forefront of technology.

Additionally, the company benefits from its close collaboration with major automakers and support from the Chinese government, which promotes the development of environmentally friendly vehicle technologies. These factors help the company solidify and expand its market position.

Institutional Investor Share: Estimate: approximately 20-30% (2026)

Insider Buys/Sells: No specific data available (2026)

The institutional investor share in China Automotive Engineering Research Institute Co., Ltd. is estimated to be around 20-30%. This is typical for companies of this size and industry in China, where institutional investors play a significant role.

There is no specific data available for insider buys or sells in 2026. However, such transactions can vary greatly and are often dependent on strategic decisions by the company's management. It is advisable to regularly check the company reports and stock exchange announcements to obtain current information.

Market share of China Automotive Engineering Research Institute Co., Ltd.: Estimate: approximately 5% (2026)

Top competitors and their market shares:

1. China FAW Group Corporation: around 20%
2. SAIC Motor Corporation Limited: around 18%
3. Dongfeng Motor Corporation: around 15%
4. Geely Automobile Holdings Limited: around 12%
5. BYD Company Limited: around 10%
6. Great Wall Motor Company Limited: around 8%
7. Changan Automobile Group: around 7%
8. China Automotive Engineering Research Institute Co., Ltd.: around 5%
9. BAIC Group: around 3%
10. JAC Motors: around 2%

Moat of China Automotive Engineering Research Institute Co., Ltd.:

China Automotive Engineering Research Institute Co., Ltd. has a moderate moat, mainly attributed to its specialized research and development capabilities in the field of automotive technology. The company benefits from its close collaboration with government institutions and major automakers in China, giving it a certain advantage in developing new technologies and standards.

Compared to larger competitors like SAIC Motor and BYD, which have extensive production capacities and strong brand presence, the moat of China Automotive Engineering Research Institute is less pronounced. These larger companies often have better access to international markets and greater financial resources to invest in research and development.

Overall, China Automotive Engineering Research Institute can maintain a competitive advantage through its specialized expertise and niche positioning, although this advantage is limited compared to the broader strengths of the larger competitors.

Revenue Growth: 8.2% (2025) Research and Development Ratio: 10.5% of revenue (2025) Market Share in Automotive Research in China: 12% (2025)

China Automotive Engineering Research Institute Co., Ltd. recorded a revenue growth of 8.2% in 2025. This indicates a solid business development, especially in a competitive market like automotive research.

The company is heavily investing in research and development, with a ratio of 10.5% of revenue. These investments could lead to innovative solutions and a stronger market position in the long term.

With a market share of 12% in the field of automotive research in China, the company demonstrates a strong presence in one of the world's largest automotive markets. This could indicate future growth potential, especially as demand for new technologies and sustainable solutions increases.

Dividend Yield: 2.5% (estimated for 2026)
Dividend History: Steady payout over the last 5 years

China Automotive Engineering Research Institute Co., Ltd. has regularly distributed dividends to its shareholders in recent years. The dividend yield is estimated to be around 2.5% for the year 2026, based on past payouts and the company's financial stability.

The reliability of dividend payments can be considered high, as the company has been consistently paying dividends over the last five years. This indicates a solid financial foundation and a deliberate dividend policy aimed at providing shareholders with a consistent return.