Business description: Guangzhou Automobile Group Co., Ltd.

Guangzhou Automobile Group Company Limited is an investment holding company principally engaged in vehicles and related businesses. The Company operates through five segments. The Research and Development (R&D) segment is engaged in the development of new products and new technology, as well as the implementation of R&D projects. The Manufacture segment is engaged in the manufacture of passenger vehicles and motorcycles. The Commercial Services segment is engaged in vehicle sales, logistics, international trading, second-hand vehicles, disassembling, resources recycling, as well as the provision of supporting services. The Parts and Components segment provides engines, gearboxes, car seats, auto lamps, automation accessories, redirectors, shock absorbers and accessories. The Financial segment provides financial investment, insurance, insurance broker, financial lease, automobile credit and other related services.

Number of employees: 82,067

Sales by Activity: Guangzhou Automobile Group Co., Ltd.

Fiscal Period: December 2021 (CNY) 2022 (CNY) 2023 (CNY) 2024 (CNY) 2025 (CNY)

Passenger Car Business and Related Trading Segment

73.7B 107B 127B 103B 92.07B

Others

2.45B 3.94B 3.62B 5.41B 5.45B

Inter-segment elimination

-475M -703M -740M -688M -970M

Geographical breakdown of sales: Guangzhou Automobile Group Co., Ltd.

Fiscal Period: December 2021 (CNY) 2022 (CNY) 2023 (CNY) 2024 (CNY) 2025 (CNY)

China

73.79B 107B 124B 96.04B 79.52B

Other Countries or Regions

1.89B 3.13B 5.52B 11.74B 17.02B

Executive Committee: Guangzhou Automobile Group Co., Ltd.

Manager TitleAgeSince
Chief Executive Officer 52 15/11/2025
Director of Finance/CFO 54 31/12/2004
Corporate Officer/Principal 46 -
Corporate Officer/Principal 52 -
Corporate Officer/Principal 46 31/07/2000

Composition of the Board of Directors: Guangzhou Automobile Group Co., Ltd.

Director TitleAgeSince
Chairman 57 02/02/2025
Director/Board Member 50 19/03/2020
Director/Board Member 62 28/05/2020
Director/Board Member 57 28/05/2020
Director/Board Member 69 28/05/2020
Director/Board Member 61 28/05/2020
Director/Board Member 46 02/02/2021
Director/Board Member 46 07/10/2021
Director/Board Member 51 07/10/2021
Director/Board Member 46 26/02/2023

Shareholders: Guangzhou Automobile Group Co., Ltd.

NameEquities%Valuation
13.29 %
374,000,000 13.29 % 145 M $
Guangzhou State-Owned Assets Supervision & Admin. Commission
10.71 %
301,228,000 10.71 % 117 M $
State Street Global Advisors Ltd.
0.3793 %
10,670,070 0.3793 % 4 M $
China Merchants Fund Management Co., Ltd.
0.0908 %
2,554,000 0.0908 % 990 314 $
LähiTapiola Varainhoito Oy
0.0229 %
644,000 0.0229 % 249 711 $
NameEquities%Valuation
Guangzhou State-Owned Assets Supervision & Admin. Commission
77.46 %
5,703,218,313 77.46 % 5 936 M $
Guangzhou Science & Tech Fin Innovation Invsmnt Holding Co Ltd
5.379 %
396,030,558 5.379 % 412 M $
GZJK Asset Management Co., Ltd.
1.912 %
140,738,735 1.912 % 146 M $
1.779 %
131,000,000 1.779 % 136 M $
Huatai-PineBridge Fund Management Co., Ltd.
0.5511 %
40,574,552 0.5511 % 42 M $

Holdings: Guangzhou Automobile Group Co., Ltd.

NameEquities%Valuation
26,202,774 12.84% 31 M $

Company details: Guangzhou Automobile Group Co., Ltd.

Guangzhou Automobile Group Co., Ltd.

No. 668 Jinshan Road East

510623, Guangzhou

+86 20 8315 1139

http://www.gac.com.cn
address Guangzhou Automobile Group Co., Ltd.(2238)

Automobiles & Multi Utility Vehicles

Change 5d. change 1-year change 3-years change Capi.($)
+5.24%+6.45%-16.81%+25.77% 66.88B
+3.21%+6.16%-0.39%-62.70% 46.73B
+0.88%-1.87%+15.03%+54.05% 45.71B
+0.82%+6.85%+82.36%+92.50% 42.35B
+6.79%+7.98%-10.25%-56.31% 25.45B
-0.93%-1.63%-9.32%-4.33% 23.33B
-1.58%-3.28% - - 23.18B
-0.89%-0.59%-18.67%-16.86% 13.04B
+3.21%+3.80%+19.39%+84.10% 8.55B
Average +1.86%+2.80%+7.67%+14.53% 32.8B
Weighted average by Cap. +2.39%+3.69%+9.10%+15.24%
Trader
Investor
Global
Quality
ESG MSCI
-
Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
10
Last Close Price
7.240CNY
Average target price
7.423CNY
Spread / Average Target
+2.53%

Quarterly revenue - Rate of surprise

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