Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000800.SZ
HOLDREMOVEFAW Jiefang Group Co.,Ltd · Industrials · China · $4.5B · Avg Vol: $16M/d
FAW Jiefang is a Chinese heavy-duty truck manufacturer. It is a highly cyclical, low-margin business exposed to domestic industrial demand, failing our quality and moat criteria.
COMPANY DESCRIPTION
FAW Jiefang Group Co., Ltd. is the leading manufacturer of medium and heavy-duty trucks in China, commanding a dominant share of the domestic commercial vehicle market. The company's "Jiefang" brand is highly recognized, supported by a comprehensive product lineup, advanced engine technology, and an extensive national service network. It is actively investing in autonomous driving and new energy commercial vehicles to maintain its long-term market leadership.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 5.7B | 9.5B | 8.7B | 9.3B | 17.8% |
| EPS | 0.01 | 0.03 | 0.02 | 0.02 | 26.1% |
| Shares | 4.7B | 4.6B | 4.9B | 4.9B | +5.8% |
| Debt | 13.0M | 25.1M | 8.5M | 105.4M | 101.0% |
| Equity | 3.5B | 3.7B | 3.9B | 3.9B | 3.7% |
| Op CF | -758.9M | 604.3M | -864.5M | 396.8M | -19.0% |
| Inv CF | -240.8M | -353.8M | 141.8M | -345.0M | — |
| Fin CF | -455.2M | -1.9M | 172.8M | -10.9M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 000800.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000800.SZ | FAW Jiefang Group Co.,Ltd(you) | $4.5B | 53 | HOLD |
| 000528.SZ | Guangxi Liugong Machinery Co., Ltd. | $2.4B | 53 | HOLD |
| 600582.SS | Tiandi Science & Technology Co.Ltd | $3.0B | 59 | HOLD |
| 601717.SS | ZCZL Industrial Technology Group Company Limited | $4.2B | 67 | BUY |
| 1157.HK | Zoomlion Heavy Industry Science and Technology Co., Ltd. | $8.9B | 57 | HOLD |
| 603338.SS | Zhejiang Dingli Machinery Co.,Ltd | $3.6B | 67 | BUY |
| 0631.HK | Sany Heavy Equipment International Holdings Company Limited | $3.0B | 42 | HOLD |
| 000680.SZ | Shantui Construction Machinery Co., Ltd. | $2.3B | 59 | HOLD |
| 603298.SS | Hangcha Group Co., Ltd | $5.0B | 75 | BUY |
| 601038.SS | First Tractor Company Limited | $1.9B | 46 | HOLD |
Peer medians: ROE 6.0% · P/E 34.2x · Gross margin 22.9%