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← CockpitCompetitor Analysis › 600733.SS BAIC BluePark New Energy Technology Co., Ltd. Class AOpen in the cockpit ↗

BAIC BluePark New Energy Technology Co., Ltd. Class A600733.SSCompetitor analysis, valuation and peers

China · CNY·Consumer Discretionary›Motor Vehicles

Chinese electric-vehicle maker (BJEV brand) under the BAIC state automaker group, selling EVs and battery-swap models.

≈ A China-based NIO/BYD-style state-linked EV makerMomentum laggard 5
Mkt cap
$4.02B
US dollars, full cap
Free float
52%
of shares outstanding
$/day
$48.8M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-22.9 pp
WACC 7.7%
Hurdle
n/a
no reverse DCF
Next earnings
168 days
23 Apr 2027
Close · CNYCN¥4.21
1D-2.5%
1W+4.7%
1M-11.7%
3M-29.5%
6M-40.8%
YTD-47.6%
1Y-46.4%
ATR %4.0%
52w lowhigh52.7% off high

What BAIC BluePark New Energy Technology does

Chinese electric-vehicle maker (BJEV brand) under the BAIC state automaker group, selling EVs and battery-swap models.

Sells electric cars mainly under its Arcfox brand, some developed with Huawei technology, with older BJEV-branded models alongside, so results depend on volumes and pricing in a crowded EV market. BAIC Group, the state-owned automaker, controls the company.

In one line: A China-based NIO/BYD-style state-linked EV maker.

Products and services

  • Battery-electric passenger vehicles
  • Battery-swap EV models

Customers

  • Retail car buyers
  • Ride-hailing/fleet operators

Where it sits in the supply chain

  • Autos
  • Electric-vehicle manufacturing
  • Passenger EVs, battery-swap models

What could go right

  • China EV adoption growth

What could go wrong

  • Intense China EV price competition
  • Reliance on subsidies/state support

Moat: none (distribution). State-backed distribution reach, but faces intense EV price competition.

Headquarters: Beijing, China · Employees: 4,461

Named competitors

BAIC BluePark New Energy Technology at a glance

Size BAIC BluePark New Energy Technology (600733.SS) is a China Consumer Discretionary company (Motor Vehicles) with a market value of $4.02B, the 636th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥4.21 on 6 Nov 2026.

Performance Over six months the shares fell 40.8%, against -13.2% for the median peer and -16.4% for the China market (cap-weighted) — 2nd lowest of 21 in its peer set.

Growth Revenue grew 54.0% over the last twelve months (peer median +4.9%); the operating margin is -18.8% (peer median 2.7%).

Valuation It trades at 1.3× enterprise value to sales against a peer median of 0.6× (4th most expensive of 21).

Capital Return on invested capital runs 22.9 points below its cost of capital (7.7% WACC).

Next results Next results expected around 23 Apr 2027 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 86600733.SS 59
Six months, rebased to 100: BAIC BluePark New Energy Technology against the median of its 20 peers (local-currency closes).

BAIC BluePark New Energy Technology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥30.9BCN¥27.7BCN¥14.5BCN¥14.3BCN¥9.46B
Revenue growth—+91%+1%+51%—
Gross profitCN¥1.59B-CN¥2.49B-CN¥3.75B-CN¥2.38B-CN¥1.68B
EBITDAn/a-CN¥3.53B-CN¥3.84B-CN¥3.68B-CN¥2.96B
Net income-CN¥4.00B-CN¥4.56B-CN¥6.95B-CN¥5.40B-CN¥5.46B
Free cash flow-CN¥9.20B-CN¥1.18B-CN¥4.12B-CN¥2.69BCN¥1.56B
Capital expenditureCN¥3.68BCN¥3.11BCN¥2.56BCN¥2.25BCN¥2.06B
Total debtCN¥14.1BCN¥14.8BCN¥19.6BCN¥16.3BCN¥17.3B

Quarterly statements and history in the cockpit →

BAIC BluePark New Energy Technology 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

-40%-20%0%-10%0%+10%000800VOLCAR-B72610009510425HOG15856017776037667211543ATRIIVG6001667201603529FORCEMOT6012389863THULE600733.SS6-month return →1-month return →
Up and to the right = strong over both horizons. BAIC BluePark New Energy Technology is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%0×1×2×000800VOLCAR-B72610009510425HOG15856017776037667211543ATRIIVG600166603529FORCEMOT6012389863THULE600733.SSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. BAIC BluePark New Energy Technology is the large dot.

BAIC BluePark New Energy Technology competitors and peer comparison

Head to head with its named competitors (600733.SS vs 002594.SZ vs 600104.SS vs 601238.SS)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
BAIC BluePark New Energy Technology 600733.SS$4.02B-41%+54%-19%1.3×n/a
BYD 002594.SZ$96.6B-17%-4%4%1.0×n/a
SAIC Motor 600104.SS$17.8B-24%-3%2%0.3×-14.7%
Guangzhou Automobile 601238.SS$6.22B-32%+5%-18%0.7×n/a
Chongqing Changan Automobile 000625.SZ$9.51B-25%-7%0%0.5×n/a
Zhejiang Leapmotor Technology 9863.HK$6.34B-25%+71%-1%0.5×-14.5%
Chery Automobile 9973.HK$17.8B-22%+11%5%0.0×n/a

How BAIC BluePark New Energy Technology 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.

BAIC BluePark New Energy Technology against its 20 peers (data as of 6 Nov 2026)
Measure600733.SSPeer medianRank in peer set
1-month return-11.7%-0.4%3rd lowest of 21
6-month return-40.8%-13.2%2nd lowest of 21
Distance from 52-week high-52.7%-31.4%2nd lowest of 21
Revenue growth (TTM)+54.0%+4.9%2nd highest of 21
Operating margin-18.8%2.7%lowest of 21
EV / Sales1.3×0.6×4th most expensive of 21
ROIC minus cost of capital-22.9 pp-2.3 pplowest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
BAIC BluePark New Energy Technology 600733.SSChina$4.02B-41%+54%-19%1.3×n/an/a
FAW Jiefang 000800.SZChina$4.11B-17%+22%-1%0.4×n/an/a
Volvo Car VOLCAR-B.STSweden$3.63B-45%-17%0%0.1×n/an/a
Mazda Motor 7261.TJapan$4.52B+12%+4%3%0.1×-14.8%+11.3%
Sinotruk Jinan Truck 000951.SZChina$3.46B-10%+36%4%0.4×-5.8%-0.8%
Minth 0425.HKHong Kong$3.45B-37%+14%11%1.1×2.7%+14.8%
Harley-Davidson HOGUnited States$3.40B+28%-15%-4%0.9×0.4%+2.0%
Yadea 1585.HKHong Kong$3.36B-28%+13%7%0.5×-11.2%+13.0%
Chongqing Afari Technology 601777.SSChina$4.94B-35%+17%-11%3.8×n/an/a
Loncin Motor 603766.SSChina$4.97B+5%+2%9%1.2×-5.5%+12.7%
Mitsubishi Motor 7211.TJapan$3.21B+13%+5%3%0.2×n/an/a
ARCHION 543A.TJapan$5.11B-9%+9%5%0.5×7.4%+0.9%
Trigano TRI.PAFrance$2.93B-16%+2%9%0.6×-6.0%+10.9%
Iveco IVG.MIItaly$5.55B+3%-5%3%0.7×n/an/a
Beiqi Foton Motor 600166.SSChina$2.88B-31%+13%1%0.4×-1.2%+1.3%
Nissan Motor 7201.TJapan$5.98B-24%-1%2%0.7×n/an/a
Aima Technology 603529.SSChina$2.67B-11%-11%5%0.8×n/an/a
Force Motors FORCEMOT.NSIndia$2.64B-8%+16%12%2.4×25.2%+35.4%
Guangzhou Automobile 601238.SSChina$6.22B-32%+5%-18%0.7×n/an/a
Zhejiang Leapmotor Technology 9863.HKHong Kong$6.34B-25%+71%-1%0.5×-14.5%+150.7%
Thule THULE.STSweden$2.39B-6%+2%17%2.6×9.3%+5.9%

Questions

Who are BAIC BluePark New Energy Technology's main competitors?
Named competitors: BYD (002594.SZ), SAIC Motor (600104.SS), GAC Group (601238.SS), Changan Automobile (000625.SZ), Leapmotor (9863.HK), Chery Automobile (9973.HK). The cockpit's measured peer set (industry) also includes FAW Jiefang (000800.SZ), Volvo Car (VOLCAR-B.ST), Mazda Motor (7261.T), Sinotruk Jinan Truck (000951.SZ), Minth (0425.HK), Harley-Davidson (HOG).
Is BAIC BluePark New Energy Technology expensive compared with its peers?
On ev / sales it trades at 1.3× against a peer median of 0.6×, 4th most expensive of 21 in its peer set.
How has BAIC BluePark New Energy Technology stock performed?
Over six months to 6 Nov 2026 the shares returned -40.8% against -13.2% for the median peer; over one year -46.4%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.