Business description: Guangzhou Automobile Group Co., Ltd.

Guangzhou Automobile Group Co Ltd is a China-based company mainly engaged in automobile and related businesses. The Company's main businesses consist of research and development, manufacture of vehicles (vehicles and motorcycles), parts and components, commercial and mobility transportation services, energy and ecosystem, internationalisation as well as investment and finance. The Company conducts its businesses through two segments. Vehicles and Related Operations segment includes production and sale of a variety of passenger vehicles, commercial vehicles, automotive parts and related operations. The Others segment mainly include production and sale of motorcycles, automobile finance and insurance, other financing services and investing business. The Company mainly conducts its businesses in domestic and foreign markets.

Number of employees: 82,067

Sales by Activity: Guangzhou Automobile Group Co., Ltd.

Fiscal Period: December 2021 (CNY) 2022 (CNY) 2023 (CNY) 2024 (CNY) 2025 (CNY)

Passenger Car Business and Related Trading Segment

7.37TCr 11TCr 13TCr 10TCr 9.21TCr

Others

245.21Cr 393.77Cr 362.03Cr 541.24Cr 544.52Cr

Inter-segment elimination

-48Cr -70Cr -74Cr -69Cr -97Cr

Geographical breakdown of sales: Guangzhou Automobile Group Co., Ltd.

Fiscal Period: December 2021 (CNY) 2022 (CNY) 2023 (CNY) 2024 (CNY) 2025 (CNY)

China

7.38TCr 11TCr 12TCr 9.6TCr 7.95TCr

Other Countries or Regions

188.75Cr 312.91Cr 552.13Cr 1.17TCr 1.7TCr

Executive Committee: Guangzhou Automobile Group Co., Ltd.

Manager TitleAgeSince
Chief Executive Officer 52 16/11/2025
Director of Finance/CFO 54 01/01/2005
Corporate Officer/Principal 46 -
Corporate Officer/Principal 52 -
Corporate Officer/Principal 46 01/08/2000

Composition of the Board of Directors: Guangzhou Automobile Group Co., Ltd.

Director TitleAgeSince
Chairman 57 03/02/2025
Director/Board Member 50 20/03/2020
Director/Board Member 62 29/05/2020
Director/Board Member 57 29/05/2020
Director/Board Member 69 29/05/2020
Director/Board Member 61 29/05/2020
Director/Board Member 46 03/02/2021
Director/Board Member 46 08/10/2021
Director/Board Member 51 08/10/2021
Director/Board Member 46 27/02/2023

Shareholders: Guangzhou Automobile Group Co., Ltd.

NameEquities%Valuation
13.29 %
37,40,00,000 13.29 % 135 M $
Guangzhou State-Owned Assets Supervision & Admin. Commission
10.71 %
30,12,28,000 10.71 % 108 M $
State Street Global Advisors Ltd.
0.3793 %
1,06,70,070 0.3793 % 4 M $
HSBC Jintrust Fund Management Co. Ltd.
0.1132 %
31,86,000 0.1132 % 1 M $
LähiTapiola Varainhoito Oy
0.0229 %
6,44,000 0.0229 % 231 827 $
NameEquities%Valuation
Guangzhou State-Owned Assets Supervision & Admin. Commission
77.46 %
5,70,32,18,313 77.46 % 5 867 M $
Guangzhou Science & Tech Fin Innovation Invsmnt Holding Co Ltd
5.379 %
39,60,30,558 5.379 % 407 M $
GZJK Asset Management Co., Ltd.
1.912 %
14,07,38,735 1.912 % 145 M $
1.779 %
13,10,00,000 1.779 % 135 M $
Huatai-PineBridge Fund Management Co., Ltd.
0.5511 %
4,05,74,552 0.5511 % 42 M $

Holdings: Guangzhou Automobile Group Co., Ltd.

NameEquities%Valuation
2,62,02,774 12.84% 26 M $

Company details: Guangzhou Automobile Group Co., Ltd.

Guangzhou Automobile Group Co., Ltd.

No. 668 Jinshan Road East

510623, Guangzhou

+86 20 8315 1139

http://www.gac.com.cn
address Guangzhou Automobile Group Co., Ltd.(2238)

Automobiles & Multi Utility Vehicles

Change 5d. change 1-year change 3-years change Capi.($)
-1.13%-1.76%-37.44%+0.93% 5.72TCr
-1.76%+0.69%-0.83%-60.65% 4.9TCr
-5.67%+2.13%+82.61%+90.69% 4.36TCr
-1.55%-3.46%+0.21%+43.77% 4.33TCr
-0.57%+0.19%-31.96%-57.56% 2.18TCr
-0.99%-5.13%-23.39%-7.17% 2.17TCr
-3.94%-8.02% - - 2.14TCr
-0.34%-4.52%-28.29%-26.51% 1.15TCr
-3.83%-9.28%-4.30%+62.93% 704.6Cr
Average -2.20%-2.55%-5.42%+5.80% 3.07TCr
Weighted average by Cap. -2.23%-1.51%-0.53%+6.49%
Trader
Investor
Global
Quality
ESG MSCI
-
Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
10
Last Close Price
6.600CNY
Average target price
7.459CNY
Spread / Average Target
+13.01%

Quarterly revenue - Rate of surprise

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