Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600104.SS
HOLDREMOVESAIC Motor Corporation Limited · Consumer Cyclical · China · $20.9B · Avg Vol: $81M/d
SAIC Motor is a legacy Chinese auto manufacturer facing intense domestic EV price wars and margin erosion, making it a poor risk-reward play.
COMPANY DESCRIPTION
SAIC Motor Corporation Limited is the largest automaker in China, operating highly successful joint ventures with Volkswagen and General Motors alongside its proprietary brands like Roewe and MG. The company maintains a leading market position in both traditional internal combustion engine vehicles and new energy vehicles (NEVs). Its massive manufacturing scale, extensive dealership network, and strong R&D capabilities in autonomous driving and battery technology form a formidable competitive moat.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 110.0B | 110.1B | 92.8B | 97.0B | -4.1% |
| EPS | 0.21 | 0.18 | 0.02 | 0.13 | -14.2% |
| Shares | 11.7B | 11.7B | 11.6B | 11.5B | -1.6% |
| Debt | 29.8B | 28.8B | 25.4B | 19.0B | -14.0% |
| Equity | 41.3B | 42.3B | 42.5B | 44.2B | 2.3% |
| Op CF | 1.4B | 6.3B | 10.2B | 5.1B | 53.4% |
| Inv CF | -1.0B | -6.2B | -518M | -4.1B | — |
| Fin CF | 1.4B | -1.5B | -1.4B | -7.9B | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 600104.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600104.SS | SAIC Motor Corporation Limited(you) | $20.9B | 65 | HOLD |
| 601633.SS | Great Wall Motor Company Limited | $21.4B | 67 | BUY |
| 9973.HK | Chery Automobile Co., Ltd. | $20.3B | 72 | BUY |
| 601127.SS | Seres Group Co.,Ltd | $21.0B | 53 | HOLD |
| 2338.HK | Weichai Power Co., Ltd. | $46.0B | 84 | STRONG BUY |
| 600166.SS | Beiqi Foton Motor Co.,Ltd. | $3.4B | 62 | HOLD |
| 301345.SZ | Zhejiang Taotao Vehicles Co., Ltd. | $3.3B | 60 | HOLD |
| 000550.SZ | Jiangling Motors Corporation, Ltd. | $2.1B | 69 | BUY |
| 9866.HK | NIO Inc. | $13.7B | 20 | STRONG SELL |
| 603766.SS | Loncin Motor Co., Ltd. | $4.0B | 85 | STRONG BUY |
Peer medians: ROE 7.0% · P/E 24.0x · Gross margin 22.0%