Guangzhou Automobile Group Co Ltd
Guangzhou Automobile Group Co Ltd (2238.HK) is an automobile manufacturer that produces and sells vehicles, primarily generating revenue through the sale of passenger cars and commercial vehicles.
Business. Guangzhou Automobile Group Co Ltd (2238.HK) is an auto and truck manufacturer headquartered in China. The company operates within the Automobiles & Auto Parts industry, generating revenue through the sale of vehicles. It is primarily listed on the Hong Kong Stock Exchange. Specific details regarding operating segments and geographic revenue mix are not available.
Analyst recommendations
17 analysts · consensus HoldAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
0Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
Guangzhou Automobile Group Co Ltd (2238.HK) is an auto and truck manufacturer headquartered in China. The company operates within the Automobiles & Auto Parts industry, generating revenue through the sale of vehicles. It is primarily listed on the Hong Kong Stock Exchange. Specific details regarding operating segments and geographic revenue mix are not available.
Guangzhou Automobile Group Co Ltd has a market capitalization of 7.37 billion CNY, with a current market price of 2.62 CNY per share. The company's liquidity risk could not be assessed due to the absence of balance-sheet inputs and no going-concern language in source documents. Analysts have assigned a mean price target of 3.19 CNY and a median price target of 3.44 CNY, indicating a potential upside from the current market price.
The company's profitability and returns are not directly quantifiable due to the lack of detailed financial metrics in the provided data. However, the industry_config for the Auto & Truck Manufacturers sector typically emphasizes metrics such as return on invested capital (ROIC), operating margins, and revenue growth. Without these metrics, a direct comparison to cohort medians is not possible.
Guangzhou Automobile Group Co Ltd's revenue concentration and geographic exposure are not explicitly detailed in the available data. The company operates in a highly competitive market, and its performance is likely influenced by regional demand and production capabilities.
The company's growth trajectory is not clearly defined in the available data. Analysts have issued a mean recommendation of 3.12, which is a "Hold" rating, with no strong-buy recommendations and a mix of buy and hold ratings. This suggests a cautious outlook from the investment community.
The company's risk profile is characterized by low dilution potential, with no significant dilution sources identified in the available data. However, the absence of liquidity risk assessment introduces uncertainty regarding the company's short-term financial stability.
Recent events and filings have not been detailed in the provided data, making it difficult to assess any recent developments that may impact the company's operations or financial performance.
- The company's market price is below the median analyst price target, suggesting potential for appreciation.
- Analysts have issued a "Hold" rating, indicating a neutral outlook with no strong buy recommendations.
- The company's liquidity risk could not be assessed, introducing uncertainty regarding its short-term financial stability.
- The absence of detailed financial metrics limits the ability to compare the company's profitability and returns to industry benchmarks.
- "margin_outlook_rationale": "The company's margin outlook is uncertain due to the lack of detailed financial metrics in the available data.",
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Revenue ¥96.54B, −10,4% YoY; Operating income −309,7% YoY.
- ▍Revenue ¥96.54B, −10,4% YoY
- ▍Operating income −309,7% YoY
- ▍Net income −1 166,5% YoY
- ▍Free cash flow −184,8% YoY
- ▍Net margin -9.1%
Revenue ¥107.78B, −16,9% YoY; Operating income +29,1% YoY.
- ▍Revenue ¥107.78B, −16,9% YoY
- ▍Operating income +29,1% YoY
- ▍Net income −81,4% YoY
- ▍Free cash flow −33,5% YoY
- ▍Net margin 0.8%
Revenue ¥129.71B, +17,6% YoY; Operating income +27,5% YoY.
- ▍Revenue ¥129.71B, +17,6% YoY
- ▍Operating income +27,5% YoY
- ▍Net income −44,5% YoY
- ▍Free cash flow −181,5% YoY
- ▍Net margin 3.4%
Revenue ¥110.27B, +45,7% YoY; Operating income −84,1% YoY.
- ▍Revenue ¥110.27B, +45,7% YoY
- ▍Operating income −84,1% YoY
- ▍Net income +6,2% YoY
- ▍Free cash flow −26,0% YoY
- ▍Net margin 7.2%
Revenue ¥75.68B; Operating income -¥3.63B.
- ▍Revenue ¥75.68B
- ▍Operating income -¥3.63B
- ▍Net margin 9.9%
Valuation FY
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | -0,09 |
| Revenue | —no estimate | —no estimate | 108,0B CNY |
| Operating income | —no estimate | —no estimate | -6,8B CNY |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Actions
Ask Handelsavisen
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
- Market Capmarket_price * shares_outstanding_diluted
- Guangzhou Automobile Group Co Ltd Market data — financials · 2026-05-26
- Guangzhou Automobile Group Co Ltd Market data — analyst estimates · 2026-05-26
- Guangzhou Automobile Group Co Ltd Market data — ESG · 2026-05-26
Ownership & reference
Leadership
- Xingya FengExecutive Chairman of the Board