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SAIC Motor's parts arm and China's largest auto-parts group, making components across interiors, chassis and electronics via joint ventures.
SAIC Motor's parts arm and China's largest auto-parts group, making components across interiors, chassis and electronics via joint ventures.
Supplies parts mostly to its parent SAIC Motor and to the SAIC-Volkswagen and SAIC-GM joint ventures, so volumes follow how well SAIC group cars sell. SAIC is also its controlling shareholder.
In one line: China's Magna International.
Moat: narrow (scale, customer qualification, installed base). Scale and long-standing JV ties to SAIC and global partners like Bosch/Delphi give supply-chain entrenchment.
Headquarters: Shanghai, China · Founded: 1990 · Employees: 54,621
Size Huayu Automotive Systems (600741.SS) is a China Consumer Discretionary company (Auto Parts: OEM) with a market value of $7.87B, the 314th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥16.64 on 6 Nov 2026.
Performance Over six months the shares fell 10.8%, against -9.1% for the median peer and -16.4% for the China market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue grew 1.3% over the last twelve months (peer median +6.2%); the operating margin is 3.1% (peer median 8.4%).
Valuation It trades at 7.9× forward earnings against a peer median of 22.2× (2nd cheapest of 21).
Price implies For today's price to make sense, revenue must grow about -16% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is -22 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 5.3 points above its cost of capital (5.0% WACC).
Next results Next results expected around 25 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥183B | CN¥184B | CN¥169B | CN¥168B | CN¥158B |
| Revenue growth | — | +8% | +1% | +7% | — |
| Gross profit | CN¥26.9B | CN¥21.2B | CN¥19.2B | CN¥21.0B | CN¥20.7B |
| EBITDA | n/a | CN¥12.8B | CN¥11.2B | CN¥11.6B | CN¥11.3B |
| Net income | CN¥6.85B | CN¥7.21B | CN¥6.70B | CN¥7.21B | CN¥7.20B |
| Free cash flow | CN¥6.26B | CN¥7.46B | CN¥5.78B | CN¥9.58B | CN¥7.35B |
| Capital expenditure | CN¥5.64B | CN¥4.75B | CN¥4.51B | CN¥4.90B | CN¥5.20B |
| Total debt | CN¥30.9B | CN¥32.8B | CN¥30.2B | CN¥28.8B | CN¥23.2B |
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 |
|---|---|---|---|---|---|---|
| Huayu Automotive Systems 600741.SS | $7.87B | -11% | +1% | 3% | 7.9× | -15.5% |
| Magna International MG.TO | $16.1B | +4% | 0% | 6% | 8.2× | 0.1% |
| Fuyao Glass Industry 600660.SS | $21.0B | -5% | +5% | 22% | 16.2× | -3.2% |
| Ningbo Tuopu 601689.SS | $11.7B | -26% | +11% | 9% | 29.9× | 15.3% |
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 | 600741.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +9.8% | +1.3% | 7th highest of 21 |
| 6-month return | -10.8% | -9.1% | 11th highest of 21 |
| Distance from 52-week high | -21.1% | -29.3% | 8th highest of 21 |
| Revenue growth (TTM) | +1.3% | +6.2% | 6th lowest of 21 |
| Operating margin | 3.1% | 8.4% | 3rd lowest of 21 |
| Forward P/E | 7.9× | 22.2× | 2nd cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | -15.5% | 9.6% | least demanding of 16 |
| Growth delivered (Del g) | +6.6% | +7.7% | 6th lowest of 16 |
| Hurdle (Req g minus delivered) | -22.2 pp | -2.6 pp | least demanding of 16 |
| ROIC minus cost of capital | +5.3 pp | +1.6 pp | 5th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Huayu Automotive Systems 600741.SS | China | $7.87B | -11% | +1% | 3% | 7.9× | -15.5% | +6.6% |
| 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% |
| Huizhou Desay SV Automotive 002920.SZ | China | $7.12B | -23% | +12% | 7% | 17.5× | 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% |
| Anhui Jianghuai Automobile 600418.SS | China | $6.48B | -60% | +23% | -2% | 44.4× | n/a | n/a |
| Allison Transmission ALSN | United States | $9.65B | -6% | +71% | 20% | 11.0× | 2.6% | +7.7% |
| Zhejiang Sling Intelligent Drive 301550.SZ | China | $6.34B | +14% | +7% | 19% | 230.9× | n/a | n/a |
| 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% |
| Wanxiang Qianchao 000559.SZ | China | $6.24B | -22% | -4% | 8% | 36.7× | 21.2% | +4.2% |
| Trelleborg TREL-B.ST | Sweden | $10.1B | +19% | +2% | 19% | 22.9× | 9.6% | +2.6% |
| 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% |
| 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% |
| Lear LEA | United States | $5.31B | -21% | +4% | 4% | 6.9× | -1.3% | +6.4% |
| Ningbo Tuopu 601689.SS | China | $11.7B | -26% | +11% | 9% | 29.9× | 15.3% | +35.4% |
| Cummins India CUMMINSIND.NS | India | $11.9B | -25% | +15% | 19% | 43.5× | 39.5% | +22.7% |
| Jiangsu Xinquan Automotive Trim 603179.SS | China | $5.07B | +5% | +12% | 6% | 33.5× | n/a | n/a |