Revenue distribution by sectors:

• Automotive production: approx. 85%
• Vehicle components: approx. 10%
• Other services: approx. 5%

TOP 3 markets:

• China: approx. 70%
• Europe: approx. 15%
• Southeast Asia: approx. 10%

Chongqing Changan Automobile Company Limited generates the majority of its revenue from automotive production, with the domestic market in China accounting for the largest share. Europe and Southeast Asia follow as important export markets. The company benefits from strong demand for vehicles and a strategic expansion into international markets.

Production Sites:

• Chongqing, China
• Hebei, China
• Jiangsu, China
• Beijing, China

Chongqing Changan Automobile Company Limited is one of the largest automobile manufacturers in China and has several production facilities in the country. The headquarters and primary production site are located in Chongqing. In addition, the company operates plants in Hebei, Jiangsu, and Beijing to meet demand in both domestic and international markets.

This geographical distribution of production sites enables Changan to efficiently respond to regional market requirements and leverage logistical advantages.

Electrification: 60% of new models by 2025 are planned to be electric.
International Expansion: Target markets are Europe and Southeast Asia.
Research & Development: Investments of over 5 billion RMB annually.

Chongqing Changan Automobile Company Limited is heavily focusing on electrification to secure future growth. The company plans to offer the majority of its new models as electric by 2025. This aligns with global trends towards reducing CO2 emissions and the increasing demand for environmentally friendly vehicles.

In addition, Changan is pursuing a strategy of international expansion, with a focus on European and Southeast Asian markets. These markets offer significant growth opportunities due to increasing demand for automobiles and favorable market conditions.

To achieve these goals, Changan is increasing its investments in research and development. With over 5 billion RMB annually, the company aims to strengthen its innovation capabilities and drive technological advancements to remain competitive and tap into new market segments.

Main raw materials: Steel, aluminum, electronic components, plastics

Countries of origin:

• Steel: Australia, Brazil
• Aluminum: Russia, Canada
• Electronic components: Japan, South Korea, Taiwan
• Plastics: Saudi Arabia, USA

Chongqing Changan Automobile Company Limited imports a variety of raw materials essential for automobile production. Steel and aluminum are the main metals needed for bodywork and engine parts. These are mainly sourced from Australia and Brazil (steel) as well as Russia and Canada (aluminum).

Electronic components, crucial for modern vehicles, predominantly come from technologically advanced countries such as Japan, South Korea, and Taiwan. These countries are leaders in the production of semiconductors and other electronic components.

Plastics used in interior design and various vehicle parts are mainly imported from Saudi Arabia and the USA, as these countries have a strong petrochemical industry.

Market share in China: 8.5% (2024)
R&D expenses: 5.2% of revenue (2024)
Electric vehicle sales: 30% of total sales (2024)

Chongqing Changan Automobile Company Limited has established itself as one of the leading automobile manufacturers in China in recent years. With a market share of 8.5% in 2024, the company is among the top players in the Chinese automotive market.

A key competitive advantage of Changan lies in its strong focus on research and development, with 5.2% of revenue being invested in this area. These investments enable the company to develop innovative technologies and new vehicle models, especially in the field of electric vehicles.

Furthermore, Changan has shifted a significant portion of its sales to electric vehicles, which now account for 30% of total sales. This strategic focus on environmentally friendly technologies strengthens the company's competitive position, as the demand for electric vehicles in China and globally continues to grow strongly.

Overall, Changan benefits from a solid market position, strong innovation capabilities, and a future-oriented product portfolio, giving the company a sustainable competitive advantage.

Institutional Investor Share: approximately 45% (estimated for 2025) Insider Buys/Sells: No significant transactions in the last quarter (estimated for 2025)

The institutional investor share in Chongqing Changan Automobile Company Limited is around 45%. This demonstrates a strong confidence from institutional investors in the company's long-term prospects.

There were no significant insider buys or sells in the last quarter, indicating that the management and other insiders currently do not expect significant changes in the company's valuation. However, such transactions could occur in the future, depending on the company's performance and market conditions.

Market share of Chongqing Changan Automobile: 8.5% (2025, estimated)

Top competitors and their market shares:

1. BYD Company Limited: 15.2%
2. SAIC Motor Corporation Limited: 14.7%
3. Geely Automobile Holdings Limited: 10.3%
4. Great Wall Motor Company Limited: 9.1%
5. Chongqing Changan Automobile Company Limited: 8.5%
6. FAW Group Corporation: 7.8%
7. Dongfeng Motor Corporation: 6.9%
8. GAC Group: 6.5%
9. NIO Inc.: 5.2%
10. Xpeng Inc.: 4.8%

Chongqing Changan Automobile Company Limited holds a significant market share of 8.5% and is among the leading automobile manufacturers in China. The market share indicates that the company has a strong position in the market, although it lags behind some of the major players like BYD and SAIC Motor.

Changan's moat primarily lies in its established brand, wide product range, and strategic partnerships with international automakers. These factors provide some protection against competitors, although the moat is not as pronounced as some of its competitors.

BYD and SAIC Motor may have a stronger moat as they are leaders in both traditional automobile production and the electric vehicle sector. Particularly, BYD has a competitive advantage due to its vertical integration and strong R&D capabilities.

Overall, Changan holds a respectable market share, but to expand its moat, the company may need to invest in innovation and international expansion to keep up with the leading companies.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) R&D Investments: 5% of revenue (2024)

Chongqing Changan Automobile Company Limited achieved a revenue growth of 10% in 2024, attributed to strong demand for their vehicles and an effective expansion strategy in new markets. The 8% profit growth indicates that the company is able to increase its profitability despite rising costs.

Another positive aspect is the investment in research and development, accounting for 5% of revenue. This suggests that the company is striving to develop innovative products and maintain its competitiveness in a rapidly changing automotive market.

In summary, Chongqing Changan Automobile presents an attractive investment opportunity due to its solid growth and innovation efforts. However, potential investors should also consider the general market conditions and competition in the automotive sector.

Dividend Yield: 3.5% (estimated for 2025)

Dividend History: Regular payouts over the past 5 years

Chongqing Changan Automobile Company Limited has pursued a consistent dividend policy in recent years. The dividend yield is currently estimated at 3.5% for the year 2025. The company has regularly distributed dividends over the last five years, indicating a certain level of reliability.

The reliability of dividend payments is supported by stable financial performance and strategic positioning in the automotive sector. However, investors should keep an eye on the overall market conditions and specific company developments, as these could influence future dividend policies.