Industry Revenues:

• Commercial Vehicles: approx. 60%
• Logistics Solutions: approx. 25%
• Financial Services: approx. 15%

TOP 3 Markets:

1. China: approx. 45%
2. North America: approx. 30%
3. Europe: approx. 15%

CIMC Vehicles (Group) Co., Ltd. generates the majority of its revenues from the manufacturing and sale of commercial vehicles, especially trailers and semitrailers. The Chinese market remains the largest single market, attributed to its strong industrial base and domestic demand.

North America follows as the second-largest market, supported by strategic partnerships and a growing demand for high-quality logistics solutions. Europe represents the third-largest market, with a focus on expansion and adaptation to local requirements.

Production Sites of CIMC Vehicles:

CIMC Vehicles (Group) Co., Ltd. is a leading manufacturer of special vehicles and trailers with a global production presence. The company operates production facilities in several countries, including:

• China: As the company's headquarters, most production sites are located in China. A variety of trailers and special vehicles are produced here.

• North America: CIMC Vehicles has production sites in the USA to directly serve the North American market and reduce transportation costs.

• Europe: The company also operates plants in Europe to meet the demand in the European market.

• Southeast Asia: Production sites in countries such as Thailand and Vietnam support market coverage in the Asia-Pacific region.

This global production strategy enables CIMC Vehicles to flexibly respond to regional market requirements while optimizing production costs.

Revenue Growth: Estimated 10-12% annually (2026)

Market Expansion: Focus on international markets, especially Europe and North America.

CIMC Vehicles (Group) Co., Ltd. is pursuing a growth strategy that heavily emphasizes international expansion and diversification of its product range. The company is investing in research and development to provide innovative and environmentally friendly vehicle solutions that meet current market demands.

Another focus is on optimizing production processes through the use of automation and digitalization to increase efficiency and reduce costs. These measures are intended to enhance the company's competitiveness on a global scale.

In addition, CIMC Vehicles plans to enter into strategic partnerships and joint ventures to strengthen its market presence and gain access to new technologies and markets. This strategy is intended to secure the sustainable growth of the company in the coming years.

Main raw materials: Steel, aluminum, plastic components
Main supplying countries: China, Japan, South Korea, Germany

CIMC Vehicles (Group) Co., Ltd. mainly imports steel and aluminum, which are essential for the production of vehicle bodies and trailers. These materials are mainly sourced from China itself, as the country is one of the largest producers of steel and aluminum worldwide.

In addition, special steel alloys and aluminum products are imported from Japan and South Korea to ensure the quality and performance of the products. Plastic components needed for interior fittings and other vehicle parts also come from these countries as well as from Germany, known for its high-quality plastic products.

This diversification of supply sources enables CIMC Vehicles to benefit from the best available materials while minimizing the risks of supply chain disruptions.

Market Share: 10% (estimated, 2026)
R&D Expenses: 5% of revenue (2025)
EBITDA Margin: 12% (2025)

CIMC Vehicles (Group) Co., Ltd. is one of the leading manufacturers of special vehicles and trailers worldwide. The company has gained a significant competitive advantage through its innovation and wide range of products. The continuous investments in research and development, accounting for about 5% of revenue, enable CIMC to offer technologically advanced and high-quality products.

Another advantage is the global presence and extensive distribution network, allowing the company to quickly respond to market changes and explore new markets. The 12% EBITDA margin demonstrates solid profitability, indicating efficient production processes and cost management.

Overall, the combination of innovation, global reach, and operational efficiency strengthens CIMC Vehicles' competitive advantage in the international market for special vehicles.

Institutional Investor Share: Estimated at around 45% (2026)

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

The institutional investor share in CIMC Vehicles (Group) Co., Ltd. is approximately 45%, indicating a strong confidence from institutional investors in the company. This can be attributed to the company's stable market position and continuous business development.

Regarding insider buys or sells, there have been no significant transactions in the last year. This could suggest that the management and other insiders are satisfied with the current company strategy and see no need to sell or increase their shares.

Market share of CIMC Vehicles: Estimated 12% (2026)

Top competitors and their market shares:

1. Schmitz Cargobull AG: 15%
2. Wabash National Corporation: 14%
3. Great Dane Trailers: 13%
4. CIMC Vehicles (Group) Co., Ltd.: 12%
5. Krone Commercial Vehicle Group: 11%
6. Hyundai Translead: 10%
7. Utility Trailer Manufacturing Company: 9%
8. Kögel Trailer GmbH: 8%
9. Stoughton Trailers: 5%
10. Fontaine Trailer Company: 3%

Moat of CIMC Vehicles:

CIMC Vehicles has a moderate moat, mainly characterized by its global presence and diversified product range. The company benefits from strong production capacity and an established supply chain, allowing it to produce cost-effectively and access various markets worldwide.

However, compared to its competitors, CIMC Vehicles does not have a significant technological edge or a unique selling point that could be considered a strong moat. Companies like Schmitz Cargobull and Wabash National may have a better moat through specialized technologies and innovations in trailer production.

Overall, the market is highly competitive, and while CIMC Vehicles is well positioned, they need to continuously invest in innovation and efficiency to maintain or expand their market position.

Revenue Growth: 8.5% (2025) Profit Growth: 7.2% (2025) Market Share in Segment: 12% (2025)

CIMC Vehicles (Group) Co., Ltd. has experienced solid revenue growth of 8.5% in recent years, attributed to strong demand for its products and an effective expansion strategy. The company has increased its market share in the commercial vehicles segment to 12%, highlighting its competitiveness.

The profit growth of 7.2% in 2025 indicates that the company is not only able to increase its revenue but also operate efficiently and control costs. This positive trend is supported by strategic investments in research and development as well as expanding production capacities.

Overall, CIMC Vehicles' financial performance suggests a stable and growth-oriented business development. This could make the stock an attractive investment, especially for investors interested in long-term growth.

Dividend yield: Estimated 3.5% (2026)
Dividend history: Regular payouts in recent years

CIMC Vehicles (Group) Co., Ltd. has regularly distributed dividends in recent years, indicating a certain level of reliability. The estimated dividend yield of 3.5% in 2026 suggests that the company continues to be able to offer its shareholders an attractive return.

However, the reliability of the payout depends on the financial stability of the company and market conditions. In the past, CIMC Vehicles has demonstrated solid financial performance, which is positive for future dividend policy. Analysts should, however, keep an eye on the annual reports and market analyses to assess the sustainability of dividend payments.