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Chinese automaker (JAC Motors) making SUVs, light commercial trucks and EVs, including contract manufacturing for other brands.
Chinese automaker (JAC Motors) making SUVs, light commercial trucks and EVs, including contract manufacturing for other brands.
Earns from selling its own-brand SUVs, vans and light trucks mostly to Chinese buyers and fleets, and increasingly from building vehicles for other brands for a fee, which keeps plants busy without a marketing burden. Anhui provincial state-owned JAC Group is the controlling parent.
In one line: A smaller, truck-focused Chinese GM/Ford.
Moat: none (scale). Commodity vehicle manufacturer with thin differentiation versus larger domestic automakers.
Headquarters: Hefei, China · Founded: 1964 · Employees: 22,179
Size Anhui Jianghuai Automobile (600418.SS) is a China Consumer Discretionary company (Auto Parts: OEM) with a market value of $6.48B, the 382nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥19.16 on 6 Nov 2026.
Performance Over six months the shares fell 59.5%, against -9.0% for the median peer and -16.4% for the China market (cap-weighted) — lowest of 21 in its peer set.
Growth Revenue grew 22.9% over the last twelve months (peer median +5.5%); the operating margin is -2.4% (peer median 7.0%).
Valuation It trades at 44.4× forward earnings against a peer median of 17.9× (5th most expensive of 21).
Capital Return on invested capital runs 7.6 points below its cost of capital (9.4% WACC).
Next results Next results expected around 1 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥50.1B | CN¥46.1B | CN¥42.1B | CN¥44.8B | CN¥36.4B |
| Revenue growth | — | +10% | -6% | +23% | — |
| Gross profit | CN¥8.06B | CN¥4.79B | CN¥3.77B | CN¥4.34B | CN¥2.30B |
| EBITDA | n/a | CN¥290M | CN¥179M | CN¥940M | -CN¥509M |
| Net income | -CN¥1.41B | -CN¥1.70B | -CN¥1.78B | CN¥152M | -CN¥1.58B |
| Free cash flow | -CN¥1.61B | CN¥2.09B | CN¥1.05B | CN¥1.62B | CN¥1.45B |
| Capital expenditure | CN¥2.84B | CN¥1.72B | CN¥2.07B | CN¥2.06B | CN¥403M |
| Total debt | CN¥19.0B | CN¥21.4B | CN¥20.2B | CN¥17.2B | CN¥18.2B |
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 |
|---|---|---|---|---|---|---|
| Anhui Jianghuai Automobile 600418.SS | $6.48B | -60% | +23% | -2% | 44.4× | n/a |
| Great Wall Motor 601633.SS | $15.0B | -29% | +8% | 2% | 15.1× | -7.1% |
| Chongqing Changan Automobile 000625.SZ | $9.51B | -25% | -7% | 0% | 28.5× | n/a |
| BYD 002594.SZ | $96.6B | -17% | -4% | 4% | 21.2× | n/a |
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 | 600418.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -22.5% | -0.6% | lowest of 21 |
| 6-month return | -59.5% | -9.0% | lowest of 21 |
| Distance from 52-week high | -67.4% | -26.0% | 2nd lowest of 21 |
| Revenue growth (TTM) | +22.9% | +5.5% | 4th highest of 21 |
| Operating margin | -2.4% | 7.0% | lowest of 21 |
| Forward P/E | 44.4× | 17.9× | 5th most expensive of 21 |
| ROIC minus cost of capital | -7.6 pp | +1.1 pp | lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Anhui Jianghuai Automobile 600418.SS | China | $6.48B | -60% | +23% | -2% | 44.4× | n/a | n/a |
| Zhejiang Sling Intelligent Drive 301550.SZ | China | $6.34B | +14% | +7% | 19% | 230.9× | n/a | n/a |
| Wanxiang Qianchao 000559.SZ | China | $6.24B | -22% | -4% | 8% | 36.7× | 21.2% | +4.2% |
| Kuang-Chi Technologies 002625.SZ | China | $6.05B | -52% | -7% | 20% | 21.6× | n/a | n/a |
| Sona BLW Precision Forgings SONACOMS.NS | India | $5.94B | +56% | +42% | 17% | 63.7× | 48.2% | +23.6% |
| Huizhou Desay SV Automotive 002920.SZ | China | $7.12B | -23% | +12% | 7% | 17.5× | n/a | n/a |
| Schaeffler SHA0.DE | Germany | $5.83B | -45% | -1% | 2% | 18.4× | 10.7% | +13.3% |
| Brembo BRE.MI | Italy | $5.62B | -11% | -3% | 7% | 13.7× | 17.3% | +10.9% |
| Huayu Automotive Systems 600741.SS | China | $7.87B | -11% | +1% | 3% | 7.9× | -15.5% | +6.6% |
| Lear LEA | United States | $5.31B | -21% | +4% | 4% | 6.9× | -1.3% | +6.4% |
| UNO Minda UNOMINDA.NS | India | $8.11B | +16% | +19% | 8% | 53.6× | 46.9% | +25.0% |
| HELLA GmbH & Co. KGaA HLE.DE | Germany | $8.26B | -7% | -1% | 5% | 34.7× | 2.4% | +6.1% |
| Jiangsu Xinquan Automotive Trim 603179.SS | China | $5.07B | +5% | +12% | 6% | 33.5× | n/a | n/a |
| Suzhou Inovance Automotive 301656.SZ | China | $4.95B | -31% | +28% | 1% | 676.0× | n/a | n/a |
| Autoliv ALV | United States | $8.89B | +2% | +4% | 10% | 11.0× | 2.6% | +7.7% |
| Niterra 5334.T | Japan | $9.01B | +5% | +16% | 19% | 9.9× | 4.0% | +11.3% |
| Ningbo Joyson Electronic 0699.HK | Hong Kong | $4.54B | -39% | -1% | 5% | 9.7× | -1.7% | +4.3% |
| Allison Transmission ALSN | United States | $9.65B | -6% | +71% | 20% | 11.0× | 2.6% | +7.7% |
| Donaldson DCI | United States | $9.77B | -2% | +5% | 16% | 19.5× | 8.3% | +6.4% |
| Aisin 7259.T | Japan | $9.78B | -14% | +6% | 4% | 10.0× | -0.3% | +7.7% |
| Koito Manufacturing 7276.T | Japan | $4.27B | -6% | +6% | 6% | 13.3× | -0.8% | +6.1% |