- Chinese Automakers’ Sales Largely Fail to Gallop Into New Year
Mar 2, 2026
Chinese automakers broadly recorded a sharp drop in sales in February as demand in the world’s largest auto industry waned during the Lunar New Year month.
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- Great Wall Motor’s Europe Return Tests Growth Plans And Valuation Gap
Feb 17, 2026
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Great Wall Motor (SEHK:2333) has outlined plans to relaunch in Europe with a new production facility in the region. The company intends to offer a mix of hybrid and combustion vehicles tailored to European preferences. Its strategy includes expanding its dealer network and targeting a doubling of overseas sales over time.
For you as an investor, this move puts Great Wall Motor back into one of the most competitive car markets globally. The company, best known for its SUVs and pickup trucks, is positioning its hybrid and combustion models as an alternative to pure electric line ups already present in Europe. The focus on local production and distribution suggests an effort to align more closely with regional regulations and consumer tastes.
Looking ahead, the execution of this European plan, from factory build out to dealer partnerships, will be important to watch. The scale, timing, and cost structure of the new facility, along with how quickly the dealer network develops, could influence how SEHK:2333 is viewed in terms of international growth potential.
Stay updated on the most important news stories for Great Wall Motor by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Great Wall Motor.SEHK:2333 Earnings & Revenue Growth as at Feb 2026
3 things going right for Great Wall Motor that this headline doesn't cover.
Quick Assessment
✅ Price vs Analyst Target: The current price of HK$13.21 sits about 32% below the HK$19.43 analyst target, which indicates a meaningful gap to consensus expectations. ✅ Simply Wall St Valuation: Shares are described as trading at 56.6% below estimated fair value, which places the European relaunch within an already discounted valuation. ❌ Recent Momentum: The 30 day return of about a 6% decline shows recent sentiment has been weak despite the relaunch plans.
There is only one way to know the right time to buy, sell or hold Great Wall Motor. Head to Simply Wall St's company report for the latest analysis of Great Wall Motor's fair value.
Key Considerations
📊 The European factory plan, hybrid and combustion line up, and dealer rollout could be a key test of how Great Wall Motor executes outside its core markets. 📊 It may be useful to monitor how overseas revenue, margins and capital spending change as the new plant and dealer network progress from plan to operation. ⚠️ One flagged risk is an unstable dividend track record, so income focused investors may want to treat any payout as less predictable while expansion spending is under way.
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Dig Deeper
For the full picture including more risks and potential rewards, check out the complete Great Wall Motor analysis. Alternatively, you can review the community page for Great Wall Motor to see how other investors think this latest news may affect the company's narrative.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include 2333.HK.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Exclusive-Seeking Mexico foothold, China's BYD and Geely bid to buy car plant
Feb 12, 2026
By Emily Green
Feb 12 (Reuters) - Two of China's leading automakers, BYD and Geely, are among the finalists vying to purchase a Nissan–Mercedes-Benz plant in Mexico, according to a person familiar with the matter, as China seeks a manufacturing foothold in a country where U.S. tariffs are fueling factory closures and layoffs.
The finalists emerged from nine companies expressing interest in acquiring the factory, including at least two other major Chinese manufacturers: Chery and Great Wall Motor, according to two sources familiar with the matter. Vietnamese electric-vehicle maker VinFast is the third finalist, one of the people said.
The interest from Chinese automakers, which has not been previously reported, heralds a potentially major shift in Mexico's car industry. For decades, U.S., European and Japanese automakers have dominated, mostly building U.S.-bound vehicles.
Now, Mexican officials face a balancing act. Trump administration tariffs are battering Mexico's auto sector, and Chinese investment could generate much-needed jobs. But Mexican officials also fear that Chinese production in Mexico could inflame Washington and jeopardize this year's North American trade-agreement negotiations.
The United States has effectively banned Chinese-brand vehicle sales, and President Donald Trump has accused Mexico of providing a back door for Chinese goods to enter the U.S. market.
BYD, Geely, Chery, Great Wall and VinFast did not comment for this story.
The Mexico-manufacturing ambitions of BYD and Geely underscore the explosive global growth of China's auto industry. BYD's vehicle sales have jumped ten-fold since 2020 and Geely's have doubled. Both sold more than 4 million vehicles last year - about as many as Ford.
Mexico is a major export market for BYD, Geely and other Chinese automakers, who collectively have boosted their market share from zero in 2020 to about 10% last year, according to an estimate from consultancy AutoForecast Solutions. Mexico has about 1.5 million car sales annually.
GOVERNMENT SEEKING TO STALL
While Mexico can't block a factory sale, economy ministry officials have quietly urged state authorities to stall Chinese automakers' investments until it completes U.S. trade talks, two government sources said.
U.S. trade barriers are rooted in national and economic security concerns, a White House spokesperson said. "The issue here is subsidized Chinese overcapacity pushing Chinese firms to dump excess production into other markets," the spokesperson said.
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China's Ministry of Commerce did not respond to comment requests.
Mexico imposed 50% tariffs on Chinese cars and other goods last year, which was widely seen as an effort to appease Washington. But the import taxes also incentivize Chinese automakers to manufacture in Mexico.
That's already happening further down the supply chain. In the industrial city of Ramos Arizpe, Shanghai Yongmaotai Automotive Technology is building a new 600-worker auto-parts factory. That coincides with 1,900 layoffs at a General Motors' plant that produces electric vehicles in the same city, with GM citing weak U.S. demand. EV sales in the U.S. have plummeted in the wake of Trump administration subsidy rollbacks.
Mexico's auto industry depends heavily on the United States. In 2024, U.S. customers bought 2.8 million of the 4 million passenger vehicles produced in Mexico, according to the Mexican Automotive Industry Association (AMIA). But it has struggled since last March when Trump imposed a 25% tariff on Mexican-made cars.
After three decades of growth, vehicle exports to the United States fell nearly 3% in 2025, according to AMIA. The trade association's president, Rogelio Garza, said he expects an even steeper decline this year if tariffs remain. Mexico lost about 60,000 auto-industry jobs last year, government data shows.
"We cannot continue like this," Garza said. "Right now, it's cheaper to send cars to the U.S. from Europe and Asia than it is from Mexico."
'WE DON'T NEED CARS MADE IN MEXICO'
The Nissan-Mercedes plant in Aguascalientes in central Mexico is shuttering for many reasons, with U.S. tariffs being the final coffin nail, industry insiders said.
Mercedes, which makes the Mercedes-Benz GLB at the factory, is moving production to Hungary, where it could export cars back to the United States at lower tariff rates than from Mexico. Mercedes did not detail the reasons for the move or whether tariffs were a factor, saying only that production of the current-generation GLB model was ending.
Nissan, which manufactured the Infiniti QX50 and QX55 at the plant, is canceling those slow-selling models. Nissan said the decision to shutter the plant reflects "broader strategic shifts." The struggling Japanese automaker is also closing a second factory outside Mexico City in a global restructuring.
Trump says his tariffs are sparking a U.S. auto-manufacturing boom. "We don't need cars made in Mexico," he said at a Ford factory in January.
But federal data shows a loss of 17,000 auto-sector jobs since Trump took office in January 2025. The White House said new factories take time to build.
MEXICO COULD GAIN FROM CHINESE INVESTMENT
Chinese companies see Mexico as a strategic linchpin for the sale of their vehicles in Latin America.
The nine automakers that expressed interest in the Nissan–Mercedes plant skewed toward hybrid and electric-vehicle manufacturers focused on producing for Mexico and Latin America, the Aguascalientes state government said, without specifying the company names or origins.
Chinese automakers must seek Beijing's approval for overseas factory investments. One of the sources familiar with the plant proposals said China's commerce ministry is aware of the automakers' interest and has not raised objections.
BYD had earlier planned to build a new factory in Mexico, but the company grew weary of the red tape required to get it approved, according to one government official familiar with the matter.
The automaker doesn't need Mexican government approval to buy the Aguascalientes factory, which opened in 2017. The plant has capacity to build 230,000 vehicles annually and comes with a pool of skilled workers and transportation infrastructure.
Mexico stands to benefit from such Chinese investments, said Victor Gonzalez, a business consultant who has advised Mexican states on attracting Chinese investment.
"Politics aside," he said, "there's not a single state in Mexico that wouldn't be open and even support having Chinese automakers invest, manufacture and hire locally."
(Reporting by Emily Green in Mexico City and the China newsroom; editing by Brian Thevenot and Rosalba O'Brien)
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- Asian Dividend Stocks To Watch In December 2025
Dec 31, 2025
As 2025 draws to a close, Asian markets are witnessing a mix of cautious optimism and strategic adjustments, with investors closely monitoring economic indicators and policy shifts across major economies like China and Japan. In this environment, dividend stocks offer an attractive proposition for those seeking steady income streams amidst market volatility, making them a compelling option for investors looking to balance growth potential with regular returns.
Top 10 Dividend Stocks In Asia
Name Dividend Yield Dividend Rating Yamato Kogyo (TSE:5444) 3.74% ★★★★★★ Wuliangye YibinLtd (SZSE:000858) 5.42% ★★★★★★ NCD (TSE:4783) 3.99% ★★★★★★ HUAYU Automotive Systems (SHSE:600741) 4.00% ★★★★★★ Guangxi LiuYao Group (SHSE:603368) 4.21% ★★★★★★ GakkyushaLtd (TSE:9769) 4.44% ★★★★★★ Changjiang Publishing & MediaLtd (SHSE:600757) 4.62% ★★★★★★ CAC Holdings (TSE:4725) 4.86% ★★★★★★ Business Brain Showa-Ota (TSE:9658) 3.74% ★★★★★★ Binggrae (KOSE:A005180) 4.43% ★★★★★★
Click here to see the full list of 1026 stocks from our Top Asian Dividend Stocks screener.
Let's explore several standout options from the results in the screener.
Great Wall Motor
Simply Wall St Dividend Rating: ★★★★☆☆
Overview: Great Wall Motor Company Limited manufactures and sells automobiles and automotive parts in China and internationally, with a market cap of HK$192.54 billion.
Operations: Great Wall Motor Company Limited's revenue primarily comes from the manufacture and sales of automobiles and automotive parts and components, totaling CN¥213.53 billion.
Dividend Yield: 3.2%
Great Wall Motor's dividend yield is comparatively low in the Hong Kong market, with a history of volatility and unreliability over the past decade. However, dividends have increased over this period and are well-covered by both earnings (payout ratio: 35.2%) and cash flows (cash payout ratio: 16.6%). The company trades at a significant discount to its estimated fair value, suggesting potential for capital appreciation alongside its dividend payments.
Click to explore a detailed breakdown of our findings in Great Wall Motor's dividend report. The valuation report we've compiled suggests that Great Wall Motor's current price could be quite moderate.SEHK:2333 Dividend History as at Dec 2025
Infinity Development Holdings
Simply Wall St Dividend Rating: ★★★★★☆
Overview: Infinity Development Holdings Company Limited is an investment holding company that manufactures and sells adhesives, primers, hardeners, and vulcanized shoes adhesive-related products for footwear manufacturers, with a market cap of HK$810.95 million.
Operations: The primary revenue segments for Infinity Development Holdings Company Limited include the manufacture and sale of adhesives, primers, hardeners, and vulcanized shoes adhesive-related products tailored for the footwear manufacturing industry.
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Dividend Yield: 8.2%
Infinity Development Holdings offers a compelling dividend yield in Hong Kong's market, ranking in the top quartile. Despite its attractive yield, the dividend history is marked by volatility and unreliability over the past decade. The company's dividends are well-covered by earnings (payout ratio: 36.9%) but less so by cash flows (cash payout ratio: 86.9%). Recent earnings growth of 21.7% and a slight undervaluation relative to fair value may appeal to investors seeking potential capital gains alongside dividends.
Get an in-depth perspective on Infinity Development Holdings' performance by reading our dividend report here. In light of our recent valuation report, it seems possible that Infinity Development Holdings is trading behind its estimated value.SEHK:640 Dividend History as at Dec 2025
Denyo
Simply Wall St Dividend Rating: ★★★★★☆
Overview: Denyo Co., Ltd. manufactures and sells engine-driven generators, welders, air compressors, and other special machinery across Japan, the United States, Asia, and internationally with a market cap of ¥73.22 billion.
Operations: Denyo Co., Ltd.'s revenue segments include ¥8.77 billion from Asia, ¥55.92 billion from Japan, ¥368 million from Europe, and ¥13.25 billion from America.
Dividend Yield: 3.1%
Denyo Co., Ltd. recently announced a share buyback program and increased its dividend to ¥45 per share, with further expectations of ¥55 per share for the fiscal year ending March 2026. Despite a lower yield of 3.07% compared to top-tier Japanese dividend payers, Denyo's dividends are well-covered by earnings (payout ratio: 37.2%) and cash flows (cash payout ratio: 74.7%). The company has maintained stable and growing dividends over the past decade, enhancing its appeal for income-focused investors in Asia.
Unlock comprehensive insights into our analysis of Denyo stock in this dividend report. Our comprehensive valuation report raises the possibility that Denyo is priced higher than what may be justified by its financials.TSE:6517 Dividend History as at Dec 2025
Make It Happen
Take a closer look at our Top Asian Dividend Stocks list of 1026 companies by clicking here. Invested in any of these stocks? Simplify your portfolio management with Simply Wall St and stay ahead with our alerts for any critical updates on your stocks. Elevate your portfolio with Simply Wall St, the ultimate app for investors seeking global market coverage.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include SEHK:2333 SEHK:640 and TSE:6517.
This article was originally published by Simply Wall St.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Great Wall Motor (SEHK:2333) Valuation: Is the Share Price Discount Warranted?
Nov 28, 2025
Great Wall Motor (SEHK:2333) shares have seen mixed movement over the past month, with investors weighing the company's recent performance and broader sector dynamics. The stock has delivered a year-to-date gain; however, recent weeks have brought new questions.
See our latest analysis for Great Wall Motor.
While Great Wall Motor’s year-to-date share price return of 15% signals that momentum has built steadily, it comes after a recent pullback. The stock has lost over 4% in the past month and nearly 20% over the past quarter. Still, with a 22.7% total shareholder return over the last year, longer-term investors have fared well.
If you're interested in finding other auto manufacturers showing strong potential, now is a good time to check out See the full list for free.
With analysts predicting meaningful upside from current levels and the shares trading at a sizeable discount to price targets, the question remains: Is Great Wall Motor undervalued, or is the market already accounting for future growth?
Price-to-Earnings of 10.7x: Is it justified?
Great Wall Motor is trading at a price-to-earnings (P/E) ratio of 10.7x, which currently makes its valuation look attractive compared to both peers and the wider industry. With the last close at HK$14.95, investors are paying less per unit of earnings than for most rivals.
The price-to-earnings ratio is a classic measure of how much investors are willing to pay for a company’s annual net earnings. In the auto sector, a lower P/E can suggest undervaluation, assuming earnings are stable and not distorted by unusual one-off gains or losses. With Great Wall Motor, it suggests that the market may be underappreciating the company’s underlying earnings power, especially if recent profit trends reverse in the future.
Compared to the industry, this P/E of 10.7x is not just lower than direct Asian auto peers (average 18.7x). It is also below the estimated fair value multiple of 13.6x for the business. These comparative gaps could signal that the share price has not kept pace with the company’s long-term growth potential and that there is room for a rerating as sentiment or results improve.
Explore the SWS fair ratio for Great Wall Motor
Result: Price-to-Earnings of 10.7x (UNDERVALUED)
However, softer revenue growth or unexpected profit volatility could quickly shift sentiment and challenge the idea that Great Wall Motor is undervalued.
Find out about the key risks to this Great Wall Motor narrative.
Another View: What Does the SWS DCF Model Say?
To look at valuation from a different perspective, the SWS DCF model estimates Great Wall Motor’s fair value at HK$22.56, which is about 33.7% above the current share price. This suggests there could be more upside than the earnings multiple implies. However, does the DCF account for all the real-world risks facing the business?
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Look into how the SWS DCF model arrives at its fair value.2333 Discounted Cash Flow as at Nov 2025
Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Great Wall Motor for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 933 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.
Build Your Own Great Wall Motor Narrative
Readers who prefer a hands-on approach or want to form their own view can dive into the numbers and easily build a personal analysis in just a few minutes with Do it your way.
A great starting point for your Great Wall Motor research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
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Don’t let fresh opportunities pass you by while the market moves. Take your strategy to the next level by harnessing the power of these stand-out stock ideas below.
Unearth high-potential bargain plays by screening for these 933 undervalued stocks based on cash flows that are trading below their intrinsic worth, based on cash flows and future growth prospects. Supercharge your portfolio with cutting-edge potential by targeting the innovators driving tomorrow’s breakthroughs, starting with these 25 AI penny stocks. Access steady income opportunities by reviewing these 15 dividend stocks with yields > 3% offering attractive yields for investors seeking reliability and long-term returns.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include 2333.HK.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- China's GWM targets 300,000 cars yearly at first European plant
Nov 26, 2025
STORY: China’s Great Wall Motor is setting its sights on Europe.The automaker is scouting locations for its first factory there, as part of moves to revive flagging sales in the region. It aims to produce 300,000 vehicles a year in Europe by 2029.This is the first update on GWM’s European ambitions since 2023, when the company said it had big plans for the region and had begun site selection for a plant.Spain and Hungary are among the countries now under consideration, according to Parker Shi, the president of GWM International.He spoke to Reuters at the company’s headquarters in the northern China city of Baoding: "We are looking for some countries who have the great advantage, especially (when it comes to) labour charge (cost). And also, we have the consumer supply chains. You know, some countries, they need a lot of the components, a company over there which is (that) can offer the lot of the components (needed) for us because we’re also considering about localisation in the European Union."Chinese automakers are pushing overseas expansion to escape a fierce price war at home.But export drives have been hit by higher tariffs on their cars in the EU and other regions. In Europe, GWM will face stiff competition from local brands and Chinese rivals like BYD, which is thought to view Spain as its top candidate for a third European plant, after Hungary and Turkey.GWM’s EV brand Ora saw registrations in Europe plunge 41% last year, according to analysts at JATO Dynamics. That's even as its global overseas sales rose to a record. Now GWM's goal is annual sales of 1 million cars overseas by 2030, which Shi says will mean winning over sophisticated consumers in Europe: “For the European market, it is a very developed market. The customers are more rational, now more rational. They will consider about the resale value, they will consider about the after-sales service, they will consider about the spare parts supply. They will consider about the experience of the after-sales service and the sales experience."The planned factory will produce cars across all powertrains—from conventional engines to fully electric.GWM hopes to convince European buyers with models like the Ora 5 compact SUV, which is due to debut in the region in mid-2026.
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- DeepRoute.ai to Launch Robotaxi Operations Using Consumer-Grade Production Vehicles by End of 2025
Oct 31, 2025
SHENZHEN, China, Oct. 31, 2025 /PRNewswire/ -- DeepRoute.ai, a pioneer in autonomous driving technology, announced plans to launch robotaxi operations using consumer-grade production vehicles by the end of 2025. The initiative marks a key step toward commercializing autonomous driving technology, leveraging DeepRoute.ai's production vehicle platform to accelerate large-scale deployment and enhance accessibility for everyday users.
Backed by over $500 million from investors including Alibaba and Great Wall Motor, DeepRoute.ai plans to deploy robotaxis using the same proven platform that powers approximately 150,000 production vehicles already deployed for consumer assisted driving in China—and more than 200,000 expected by year-end. This production vehicle approach creates a stark contrast to traditional robotaxi operators relying on expensive custom-built vehicles.
By integrating autonomous driving systems directly into vehicles during manufacturing, the company eliminates costly retrofitting expenses whilst its map-free navigation technology removes high-definition map licensing fees and ongoing maintenance costs. This production vehicle approach enables rapid expansion to new cities without lengthy mapping preparation.(PRNewsfoto/DeepRoute.ai)
"A key strength of DeepRoute.ai's approach is that its robotaxi platform and mass-produced vehicles are built on the same core technology framework, enabling a high level of consistency and seamless platform interoperability," said Maxwell Zhou, CEO of DeepRoute.ai. Leveraging insights from an expanding global fleet, the company continuously refines and validates its technology in diverse urban environments, accelerating the deployment of production-ready autonomous capabilities for consumer markets.(PRNewsfoto/DeepRoute.ai)
The robotaxi market opportunity extends globally, with particularly strong potential in Europe, Japan, and South Korea. DeepRoute.ai 's production vehicle approach offers lower hardware costs suited to these markets, where Europe's high labor costs and progressive regulatory frameworks along with Japan and South Korea's acute demographic challenges—aging populations and driver shortages—to create favorable conditions for autonomous ride-hailing services. The company is actively establishing an European operational presence to support localization and partner engagement.
About DeepRoute.ai
DeepRoute.ai is an Artificial Intelligence company dedicated to the research, development, and application of smart driving solutions. Being the first to develop production-ready smart driving solutions and a pioneer in deploying end-to-end and VLA models on mass-produced passenger vehicles, DeepRoute.ai aims to create artificial general intelligence in the physical world.
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For more information, visit DeepRoute.ai, follow DeepRoute.ai on Linkedin, and X, and subscribe to DeepRoute.ai on YouTube.(PRNewsfoto/DeepRoute.ai)Cision
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- How Investors Are Reacting To BorgWarner (BWA) Securing New EV and Autonomous Vehicle Supply Deals
Oct 30, 2025
BorgWarner announced a series of major new contracts, including its first North American battery supply deal for HOLON's autonomous electric shuttle, expanded dual inverter projects with Great Wall Motor, advanced all-wheel drive systems with Chery, and a 7-in-1 integrated drive module with a leading Chinese OEM, with mass production for several set to begin between 2026 and 2027. These contract wins highlight BorgWarner’s accelerating momentum in electrified propulsion and underline its expanded reach in both the autonomous vehicle market and China’s fast-growing electric vehicle sector. We'll explore how BorgWarner's entry into North American autonomous vehicle battery supply may realign its investment narrative and growth outlook.
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BorgWarner Investment Narrative Recap
To be a BorgWarner shareholder, you have to believe in the company's ability to transition from its legacy combustion product lines toward electrified propulsion, despite ongoing margin and demand pressures in its Battery and Charging Systems segment. The recent wave of contract wins supports growth in electric and hybrid systems, yet the most important short term catalyst remains visible improvement in electrification segment margins, while the biggest risk is continued revenue pressure if demand for EV components doesn't rebound soon, this news, while positive, does not appear to change that risk in a material way.
BorgWarner's contract to supply North American battery systems for HOLON's autonomous electric shuttle is a highlight of its push into advanced EV components and suggests progress toward diversification beyond legacy markets. However, the extent to which this offsets segment volatility and external risks will depend on how rapidly orders translate to profitable growth in a still-challenging environment.
But while new contracts show real momentum in electrification, investors should also be aware of...
Read the full narrative on BorgWarner (it's free!)
BorgWarner's narrative projects $16.0 billion in revenue and $1.0 billion in earnings by 2028. This requires 4.4% yearly revenue growth and a $780 million increase in earnings from the current $220.0 million.
Uncover how BorgWarner's forecasts yield a $47.00 fair value, a 10% upside to its current price.
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Exploring Other PerspectivesBWA Community Fair Values as at Oct 2025
The Simply Wall St Community's two fair value estimates for BorgWarner range widely, from US$47 up to almost US$62 per share. As profitability in the Battery and Charging Systems segment remains under scrutiny, you can see how market participants can arrive at quite different outlooks, be sure to explore the full range of perspectives before deciding where you stand.
Explore 2 other fair value estimates on BorgWarner - why the stock might be worth as much as 45% more than the current price!
Build Your Own BorgWarner Narrative
Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.
A great starting point for your BorgWarner research is our analysis highlighting 2 key rewards and 4 important warning signs that could impact your investment decision. Our free BorgWarner research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate BorgWarner's overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include BWA.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- BorgWarner Expands Dual Inverter Collaboration with Great Wall Motor
Oct 30, 2025
Two new dual inverter programs awarded from Great Wall Motor Dual inverterfeatures highly integrated design Flexible architecture supports diverse hybrid applications
AUBURN HILLS, Mich., Oct. 30, 2025 /PRNewswire/ -- BorgWarner is strengthening its collaboration with Great Wall Motor in the area of electrified propulsion. Building on two previously announced dual inverter programs, BorgWarner has secured two additional projects with this OEM, with mass production expected in 2026.BorgWarner Expands Dual Inverter Collaboration with Great Wall Motor
"BorgWarner's technical expertise in electrification and dual inverter products has earned Great Wall Motor's continued confidence," said Dr. Stefan Demmerle, Vice President of BorgWarner Inc. and President and General Manager, PowerDrive Systems. "The extension of this collaboration not only reflects recognition of our products and technologies, but also underscores our strong commitment to supporting our customers' new energy strategies. We will remain dedicated to accelerating their electrified vehicle portfolio."
BorgWarner's dual inverter adopts a highly integrated design, enabling the synchronous control and drive of two motors through a single controller. This significantly enhances packaging flexibility and installation convenience. Leveraging its proprietary packaging technology, BorgWarner can configure different power modules within a compact structure, effectively reducing both weight and cost.
The advanced nature of BorgWarner's dual inverter technology is further demonstrated by the design of the power module with double-sided cooling which includes the newest generation of Viper power switch. This reduces thermal resistance by up to 50% compared to single-sided cooling, significantly enhancing power density. Additionally, the technology allows for the packaging of different types of semiconductor dies within modules of the same size, ensuring compliance with increasingly stringent China light-duty vehicle test cycle (CLTC) efficiency standards. The adaptive battery voltage regulation greatly extends the motor's constant power and high efficiency operating ranges, improving overall system efficiency.
BorgWarner's dual inverter also features a platform-based design, enabling compatibility with a wide range of hybrid vehicle applications. Among the two newly awarded projects, the hybrid electric vehicle (HEV) dual inverter also integrates a DC/DC converter and provides the option of a voltage boost module, while the plug-in hybrid electric vehicle (PHEV) dual inverter eliminates both the boost module and the DC/DC converter. This highly flexible modular approach helps customers accelerate product iterations and significantly reduce development and design costs.
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About BorgWarner For more than 130 years, BorgWarner has been a transformative global product leader bringing successful mobility innovation to market. With a focus on sustainability, we're helping to build a cleaner, healthier, safer future for all.
Forward Looking Statements: This release may contain forward-looking statements as contemplated by the 1995 Private Securities Litigation Reform Act that are based on management's current outlook, expectations, estimates and projections. Words such as "anticipates," "believes," "continues," "could," "designed," "effect," "estimates," "evaluates," "expects," "forecasts," "goal," "guidance," "initiative," "intends," "may," "outlook," "plans," "potential," "predicts," "project," "pursue," "seek," "should ," "target," "when," "will," "would," and variations of such words and similar expressions are intended to identify such forward-looking statements. Further, all statements, other than statements of historical fact, contained or incorporated by reference in this release that we expect or anticipate will or may occur in the future regarding our business strategy, goals, plans, references to future success and other such matters, are forward-looking statements. All forward-looking statements are based on assumptions and analyses made by us in light of our experience and our perception of historical trends, current conditions and expected future developments, as well as other factors we believe are appropriate under the circumstances. Forward-looking statements are not guarantees of performance, and the Company's actual results may differ materially from those expressed, projected or implied in or by the forward-looking statements.
You should not place undue reliance on these forward-looking statements, which speak only as of the date of this release. Forward-looking statements are subject to risks and uncertainties, many of which are difficult to predict and generally beyond our control, that could cause actual results to differ materially from those expressed, projected or implied in or by the forward-looking statements. These risks and uncertainties, among others, include: evolving legal, regulatory, and tax regimes; the supply disruptions impacting us or our customers, commodity availability and pricing, and an inability to achieve expected levels of recoverability in commercial negotiations with customers concerning these costs; competitive challenges from existing and new competitors, including original equipment manufacturer ("OEM") customers; the challenges associated with rapidly changing technologies, and our ability to innovate in response; the difficulty in forecasting demand for electric vehicles and our electric vehicles revenue growth; future changes in laws and regulations, including, by way of example, taxes and tariffs, in the countries in which we operate; potential disruptions in the global economy caused by wars or other geopolitical conflicts; the ability to identify targets and consummate acquisitions on acceptable terms; failure to realize the expected benefits of acquisitions on a timely basis; the possibility that our 2023 tax-free spin-off of our former Fuel Systems and Aftermarket segments into a separate publicly traded company will not achieve its intended benefits; the failure to promptly and effectively integrate acquired businesses; the potential for unknown or inestimable liabilities relating to the acquired businesses; impacts of our exit of the charging business; our dependence on automotive and truck production, which is highly cyclical and subject to disruptions; our reliance on major OEM customers; impacts of any future strikes involving any of our OEM customers and any actions such OEM customers take in response; fluctuations in interest rates and foreign currency exchange rates; our dependence on information systems; the uncertainty of the global economic environment; ; the uncertainty surrounding global trade policies, including tariffs and export restrictions, and their impacts on the Company, its customers and suppliers and the economies in which the Company operates; the outcome of existing or any future legal proceedings, including litigation with respect to various claims, or governmental investigations, including related litigation; impacts from any potential future acquisition or disposition transactions; and the other risks, noted in reports that we file with the Securities and Exchange Commission, including Item 1A, "Risk Factors" in our most recently-filed Form 10-K and/or Quarterly Report on Form 10-Q. We do not undertake any obligation to update or announce publicly any updates to or revisions to any of the forward-looking statements in this release to reflect any change in our expectations or any change in events, conditions, circumstances, or assumptions underlying the statements.BorgWarner logo. (PRNewsfoto/BorgWarner)Cision
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- China-made motor sales surge in South Africa, cutting into rival brands' market dominance
Oct 18, 2025
Just a few years ago, Chinese-made cars were rare on South African roads, with manufacturers seen only as fringe players. However, this is quickly changing as Chinese carmakers now outsell some established Western, American and Japanese brands.
In recent years, South Africans have increasingly been buying Chinese brands like Chery and Haval, a subsidiary of Great Wall Motor (GWM), driven by affordability and feature-rich vehicles. Banking on growing demand, several Chinese car brands are now eyeing manufacturing and assembly plants in South Africa.
The cars are largely internal combustion engine vehicles, but there is no reason to doubt that electric vehicles will follow suit.
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The South African SUV market saw a major shift between January and August compared to the same period last year, according to S&P Global Mobility.
Together, Chinese original equipment manufacturers (OEMs) grew their sales volume by as much as 86 per cent, boosting their total market share to 15 per cent. This was driven by Chery, whose volume rose 27 per cent to more than 16,000 units, and Haval, which saw a 45 per cent surge to over 12,000 units, according to S&P Global Mobility.
Although Japanese leaders Toyota and Suzuki still command the largest volumes, their individual dominance is waning, with both brands recording a decline in market share in the same period.
W. Gyude Moore, a distinguished fellow at the think tank Energy for Growth Hub and a former Liberian public works minister, said that if what one saw on the road was any indication, Chinese cars owned the foreseeable future of South African mobility.
"I have been visiting Johannesburg now for a decade and there is an unmissable trend of an increase in Chinese vehicles on the road," Moore said.
Walt Madeira, principal analyst for Europe, the Middle East and Africa vehicle forecasting at S&P Global Mobility, said that Chinese carmakers were succeeding in winning over local buyers and challenging Western brands through competitive pricing, feature-rich vehicles, long warranties and aggressive market expansion.
Unlike their competitors, Chinese brands integrate high-end features - such as large touchscreens, driver-assist technology and premium interiors - into their entry-level models as standard.
Sales of China-made vehicles in South Africa have grown exponentially in recent years, leading some brands to look into building manufacturing and assembly plants in the country. Photo: Xinhua alt=Sales of China-made vehicles in South Africa have grown exponentially in recent years, leading some brands to look into building manufacturing and assembly plants in the country. Photo: Xinhua>
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Building on this growing commercial success and the strategic interest in local manufacturing, the South African government is incentivising carmakers to invest in the country. Given the good relations with China and the success of these vehicles, the government is very likely to promote financial advantages for Chinese OEMs to build vehicles locally, Madeira added.
Alongside the shift in petrol vehicle sales, EV manufacturers, such as the Shenzhen-based BYD, have increased their market presence in South Africa and other African countries to diversify against mounting global tariff barriers.
South Africa's deputy minister of trade, industry and competition, Zuko Godlimpi, confirmed last month that discussions were under way with Chinese carmakers to invest in local production, particularly for hybrid and electric vehicles.
"One area of their interest is to invest in hybrid vehicles and EVs because that is the market that they are servicing globally," Godlimpi said.
This push for local assembly is part of a dual strategy that includes a defensive plan to raise import duties to their "highest ceiling", as Godlimpi put it, to prevent cheap imports from pricing out South African-manufactured cars.
Vehicles wait to be exported at China's eastern port of Nanjing in October. Photo: Xinhua alt=Vehicles wait to be exported at China's eastern port of Nanjing in October. Photo: Xinhua>
In response to the government's proposal and the looming threat of higher import duties, Chery wants to set up a complete knock-down plant while GWM is currently holding talks with South African assemblers to start joint manufacturing of pickups.
Moore said that in a price sensitive market, Chinese vehicles had the upper hand. He noted that as Chinese manufacturers faced increasing scrutiny in other markets, the growing significance of low and middle income regions made it sound business sense to develop local assembly and manufacturing capabilities there.
Chinese carmakers are pivoting towards Africa for new growth, particularly in the EV sector, due to fierce competition at home and higher tariffs in the US and European markets.
But despite their success, Chinese car brands in South Africa face challenges, including a still-growing service network and lower resale value compared to Japanese and Korean rivals. The core issue is that Chinese manufacturers prefer to export unless local assembly offers a major financial incentive.
Some local manufacturers in South Africa who are unable to compete with Chinese imports on price have been pushing the government to impose import duties.
However, Madeira believes the threat of new tariffs is low. "We do not envision South Africa introducing tariffs on Chinese exports, as this would sour relations and China has the superior strength in all negotiations across all industries with South Africa."
This article originally appeared in the South China Morning Post (SCMP), the most authoritative voice reporting on China and Asia for more than a century. For more SCMP stories, please explore the SCMP app or visit the SCMP's Facebook and Twitter pages. Copyright © 2025 South China Morning Post Publishers Ltd. All rights reserved.
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