Who are FAW Jiefang's main competitors?

Named competitors: Sinotruk (3808.HK), Beiqi Foton Motor (600166.SS), JAC Motors (private or unlisted). The cockpit's measured peer set (industry) also includes BAIC BluePark New Energy Technology (600733.SS), Mazda Motor (7261.T), Volvo Car (VOLCAR-B.ST), Sinotruk Jinan Truck (000951.SZ), Minth (0425.HK), Chongqing Afari Technology (601777.SS).

Is FAW Jiefang expensive compared with its peers?

On forward p/e it trades at 29.5× against a peer median of 12.7×, 2nd most expensive of 17 in its peer set.

How has FAW Jiefang stock performed?

Over six months to 6 Nov 2026 the shares returned -16.6% against -13.2% for the median peer; over one year -20.3%.

← CockpitCompetitor Analysis › 000800.SZ FAW Jiefang Group Co., Ltd Class AOpen in the cockpit ↗

FAW Jiefang Group Co., Ltd Class A000800.SZCompetitor analysis, valuation and peers

China · CNY·Consumer Discretionary›Motor Vehicles

Chinese heavy-truck manufacturer (Jiefang brand) under the state-owned FAW Group, one of China's largest truck makers.

≈ A China-based Freightliner/Kenworth peerMomentum neutral 49

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$4.11B

US dollars, full cap

Free float

18%

of shares outstanding

$/day

$9.66M

20-day average traded

Fwd P/E

29.5×

forward earnings

ROIC−WACC

-2.9 pp

WACC 5.4%

Hurdle

n/a

no reverse DCF

Next earnings

143 days

29 Mar 2027

Close · CNYCN¥5.61

1D-0.7%

1W+1.4%

1M-3.3%

3M-14.1%

6M-16.6%

YTD-17.3%

1Y-20.3%

ATR %2.0%

52w lowhigh26.6% off high

What FAW Jiefang does

Chinese heavy-truck manufacturer (Jiefang brand) under the state-owned FAW Group, one of China's largest truck makers.

Heavy trucks carry the business, sold through dealers to fleets and owner-operators, so sales follow freight and construction activity and the replacement cycle whenever emission rules tighten. Medium trucks and engines add smaller lines.

In one line: A China-based Freightliner/Kenworth peer.

Products and services

Heavy-duty trucks
Medium-duty trucks
Engines/powertrains

Customers

Logistics/fleet operators
Construction/mining operators

Where it sits in the supply chain

Autos
Heavy trucks
Jiefang-brand trucks, powertrains

What could go right

China freight/construction activity

What could go wrong

Truck-cycle sensitivity to infrastructure spending

Moat: narrow (brand, scale, distribution). Long-standing national truck brand and dealer network under state FAW Group backing.

Headquarters: Changchun, China · Employees: 19,117

Named competitors

Sinotruk 3808.HK
Beiqi Foton Motor 600166.SS
JAC Motors private or unlisted

FAW Jiefang at a glance

Size FAW Jiefang (000800.SZ) is a China Consumer Discretionary company (Motor Vehicles) with a market value of $4.11B, the 624th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥5.61 on 6 Nov 2026.

Performance Over six months the shares fell 16.6%, against -13.2% for the median peer and -16.4% for the China market (cap-weighted) — 10th lowest of 21 in its peer set.

Growth Revenue grew 21.6% over the last twelve months (peer median +7.0%); the operating margin is -0.8% (peer median 2.7%).

Valuation It trades at 29.5× forward earnings against a peer median of 12.7× (2nd most expensive of 17).

Capital Return on invested capital runs 2.9 points below its cost of capital (5.4% WACC).

Next results Next results expected around 29 Mar 2027 (exchange calendar; dates can move).

Relative performance

Six months, rebased to 100: FAW Jiefang against the median of its 20 peers (local-currency closes).

FAW Jiefang financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	CN¥69.9B	CN¥62.6B	CN¥58.5B	CN¥64.2B	CN¥38.1B
Revenue growth	—	+7%	-9%	+68%	—
Gross profit	CN¥6.40B	CN¥4.04B	CN¥3.15B	CN¥4.35B	CN¥2.43B
EBITDA	n/a	CN¥1.01B	CN¥238M	CN¥308M	-CN¥1.98B
Net income	CN¥855M	CN¥725M	CN¥622M	CN¥806M	CN¥367M
Free cash flow	-CN¥4.44B	CN¥1.86B	-CN¥6.79B	CN¥2.14B	-CN¥6.70B
Capital expenditure	CN¥655M	CN¥1.04B	CN¥1.51B	CN¥2.25B	CN¥2.83B
Total debt	CN¥19.4B	CN¥13.5B	CN¥15.4B	CN¥12.0B	CN¥9.55B

Quarterly statements and history in the cockpit →

FAW Jiefang competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

Up and to the right = strong over both horizons. FAW Jiefang is the large dot.

Fundamentals: revenue growth against valuation

Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. FAW Jiefang is the large dot.

FAW Jiefang competitors and peer comparison

Head to head with its named competitors (000800.SZ vs 3808.HK vs 600166.SS)
Company	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g
FAW Jiefang 000800.SZ	$4.11B	-17%	+22%	-1%	29.5×	n/a
Sinotruk Hong Kong 3808.HK	$12.3B	-12%	+38%	7%	9.4×	-3.2%
Beiqi Foton Motor 600166.SS	$2.88B	-31%	+13%	1%	10.1×	-1.2%

How FAW Jiefang compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

FAW Jiefang against its 20 peers (data as of 6 Nov 2026)
Measure	000800.SZ	Peer median	Rank in peer set
1-month return	-3.3%	-0.4%	9th lowest of 21
6-month return	-16.6%	-13.2%	10th lowest of 21
Distance from 52-week high	-26.6%	-35.6%	7th highest of 21
Revenue growth (TTM)	+21.6%	+7.0%	5th highest of 21
Operating margin	-0.8%	2.7%	6th lowest of 21
Forward P/E	29.5×	12.7×	2nd most expensive of 17
ROIC minus cost of capital	-2.9 pp	-2.3 pp	10th lowest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g	Delivered g
FAW Jiefang 000800.SZ	China	$4.11B	-17%	+22%	-1%	29.5×	n/a	n/a
BAIC BluePark New Energy Technology 600733.SS	China	$4.02B	-41%	+54%	-19%	n/a	n/a	n/a
Mazda Motor 7261.T	Japan	$4.52B	+12%	+4%	3%	6.9×	-14.8%	+11.3%
Volvo Car VOLCAR-B.ST	Sweden	$3.63B	-45%	-17%	0%	n/a	n/a	n/a
Sinotruk Jinan Truck 000951.SZ	China	$3.46B	-10%	+36%	4%	11.2×	-5.8%	-0.8%
Minth 0425.HK	Hong Kong	$3.45B	-37%	+14%	11%	7.5×	2.7%	+14.8%
Chongqing Afari Technology 601777.SS	China	$4.94B	-35%	+17%	-11%	208.0×	n/a	n/a
Harley-Davidson HOG	United States	$3.40B	+28%	-15%	-4%	18.6×	0.4%	+2.0%
Loncin Motor 603766.SS	China	$4.97B	+5%	+2%	9%	15.9×	-5.5%	+12.7%
Yadea 1585.HK	Hong Kong	$3.36B	-28%	+13%	7%	8.9×	-11.2%	+13.0%
ARCHION 543A.T	Japan	$5.11B	-9%	+9%	5%	2.4×	7.4%	+0.9%
Mitsubishi Motor 7211.T	Japan	$3.21B	+13%	+5%	3%	17.9×	n/a	n/a
Iveco IVG.MI	Italy	$5.55B	+3%	-5%	3%	12.7×	n/a	n/a
Trigano TRI.PA	France	$2.93B	-16%	+2%	9%	9.4×	-6.0%	+10.9%
Beiqi Foton Motor 600166.SS	China	$2.88B	-31%	+13%	1%	10.1×	-1.2%	+1.3%
Nissan Motor 7201.T	Japan	$5.98B	-24%	-1%	2%	23.1×	n/a	n/a
Guangzhou Automobile 601238.SS	China	$6.22B	-32%	+5%	-18%	n/a	n/a	n/a
Aima Technology 603529.SS	China	$2.67B	-11%	-11%	5%	12.7×	n/a	n/a
Zhejiang Leapmotor Technology 9863.HK	Hong Kong	$6.34B	-25%	+71%	-1%	16.1×	-14.5%	+150.7%
Force Motors FORCEMOT.NS	India	$2.64B	-8%	+16%	12%	n/a	25.2%	+35.4%
Federal Signal FSS	United States	$6.92B	-4%	+24%	17%	20.1×	11.8%	+14.0%

Questions

Who are FAW Jiefang's main competitors?: Named competitors: Sinotruk (3808.HK), Beiqi Foton Motor (600166.SS), JAC Motors (private or unlisted). The cockpit's measured peer set (industry) also includes BAIC BluePark New Energy Technology (600733.SS), Mazda Motor (7261.T), Volvo Car (VOLCAR-B.ST), Sinotruk Jinan Truck (000951.SZ), Minth (0425.HK), Chongqing Afari Technology (601777.SS).
Is FAW Jiefang expensive compared with its peers?: On forward p/e it trades at 29.5× against a peer median of 12.7×, 2nd most expensive of 17 in its peer set.
How has FAW Jiefang stock performed?: Over six months to 6 Nov 2026 the shares returned -16.6% against -13.2% for the median peer; over one year -20.3%.