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Chinese heavy-truck manufacturer under the Sinotruk group, one of China's largest truck and engine makers.
Chinese heavy-truck manufacturer under the Sinotruk group, one of China's largest truck and engine makers.
Sells trucks and engines through dealers, with volumes swinging with construction, logistics regulation and replacement cycles. Exports to emerging markets are a significant outlet. It belongs to the Sinotruk group, a Shandong state-owned heavy-truck maker.
In one line: A China-based Freightliner/Volvo Trucks peer.
Moat: narrow (brand, scale, distribution). Leading Chinese heavy-truck brand with strong export presence and dealer network.
Headquarters: Jinan, China · Employees: 6,934
Size Sinotruk Jinan Truck (000951.SZ) is a China Consumer Discretionary company (Motor Vehicles) with a market value of $3.46B, the 750th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥19.71 on 6 Nov 2026.
Performance Over six months the shares fell 9.8%, against -14.8% for the median peer and -16.4% for the China market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue grew 36.5% over the last twelve months (peer median +4.3%); the operating margin is 4.3% (peer median 2.6%).
Valuation It trades at 11.2× forward earnings against a peer median of 12.7× (7th cheapest of 16).
Price implies For today's price to make sense, revenue must grow about -6% a year for seven years (Req g). Recent delivered growth is -1%, so the hurdle is -5 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 5.4 points above its cost of capital (6.4% WACC).
Next results Next results expected around 26 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥70.7B | CN¥57.6B | CN¥44.8B | CN¥42.0B | CN¥28.8B |
| Revenue growth | — | +29% | +7% | +46% | — |
| Gross profit | CN¥5.80B | CN¥4.36B | CN¥3.77B | CN¥3.23B | CN¥1.71B |
| EBITDA | n/a | CN¥2.88B | CN¥2.42B | CN¥1.94B | CN¥772M |
| Net income | CN¥2.06B | CN¥1.67B | CN¥1.48B | CN¥1.08B | CN¥214M |
| Free cash flow | CN¥1.01B | CN¥326M | CN¥4.96B | CN¥1.63B | CN¥6.59B |
| Capital expenditure | CN¥227M | CN¥265M | CN¥363M | CN¥497M | CN¥456M |
| Total debt | CN¥12.6B | CN¥8.59B | CN¥9.12B | CN¥7.17B | CN¥6.11B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Sinotruk Jinan Truck 000951.SZ | $3.46B | -10% | +36% | 4% | 11.2× | -5.8% |
| FAW Jiefang 000800.SZ | $4.11B | -17% | +22% | -1% | 29.5× | n/a |
| Beiqi Foton Motor 600166.SS | $2.88B | -31% | +13% | 1% | 10.1× | -1.2% |
| Daimler Truck DTG.DE | $34.7B | -1% | -14% | 5% | 10.6× | 9.8% |
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.
| Measure | 000951.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -2.2% | -1.5% | 11th highest of 21 |
| 6-month return | -9.8% | -14.8% | 9th highest of 21 |
| Distance from 52-week high | -26.6% | -32.0% | 8th highest of 21 |
| Revenue growth (TTM) | +36.5% | +4.3% | 2nd highest of 21 |
| Operating margin | 4.3% | 2.6% | 9th highest of 21 |
| Forward P/E | 11.2× | 12.7× | 7th cheapest of 16 |
| Growth the price implies (Req g, 7 yrs) | -5.8% | 0.4% | 4th least demanding of 12 |
| Growth delivered (Del g) | -0.8% | +10.9% | 2nd lowest of 12 |
| Hurdle (Req g minus delivered) | -5.1 pp | -10.3 pp | 6th most demanding of 12 |
| ROIC minus cost of capital | +5.4 pp | -2.3 pp | 4th highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| 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% |
| Harley-Davidson HOG | United States | $3.40B | +28% | -15% | -4% | 18.6× | 0.4% | +2.0% |
| Yadea 1585.HK | Hong Kong | $3.36B | -28% | +13% | 7% | 8.9× | -11.2% | +13.0% |
| Volvo Car VOLCAR-B.ST | Sweden | $3.63B | -45% | -17% | 0% | n/a | n/a | n/a |
| Mitsubishi Motor 7211.T | Japan | $3.21B | +13% | +5% | 3% | 17.9× | n/a | n/a |
| BAIC BluePark New Energy Technology 600733.SS | China | $4.02B | -41% | +54% | -19% | n/a | n/a | n/a |
| Trigano TRI.PA | France | $2.93B | -16% | +2% | 9% | 9.4× | -6.0% | +10.9% |
| FAW Jiefang 000800.SZ | China | $4.11B | -17% | +22% | -1% | 29.5× | n/a | n/a |
| Beiqi Foton Motor 600166.SS | China | $2.88B | -31% | +13% | 1% | 10.1× | -1.2% | +1.3% |
| Aima Technology 603529.SS | China | $2.67B | -11% | -11% | 5% | 12.7× | n/a | n/a |
| Force Motors FORCEMOT.NS | India | $2.64B | -8% | +16% | 12% | n/a | 25.2% | +35.4% |
| Mazda Motor 7261.T | Japan | $4.52B | +12% | +4% | 3% | 6.9× | -14.8% | +11.3% |
| Chongqing Afari Technology 601777.SS | China | $4.94B | -35% | +17% | -11% | 208.0× | n/a | n/a |
| Loncin Motor 603766.SS | China | $4.97B | +5% | +2% | 9% | 15.9× | -5.5% | +12.7% |
| Thule THULE.ST | Sweden | $2.39B | -6% | +2% | 17% | 18.3× | 9.3% | +5.9% |
| ARCHION 543A.T | Japan | $5.11B | -9% | +9% | 5% | 2.4× | 7.4% | +0.9% |
| China Railway Materials 000927.SZ | China | $2.20B | -14% | +1% | 2% | n/a | 6.3% | -5.0% |
| Iveco IVG.MI | Italy | $5.55B | +3% | -5% | 3% | 12.7× | n/a | n/a |
| 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 |