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BAIC Motor Corp. Ltd.
1958 · XHKG · Auto Manufacturers · China
BAIC Motor Corp. Ltd. is a prominent Chinese automobile manufacturer specializing in the research, development, production, and sale of passenger vehicles. Established in 1958 and headquartered in Beijing, the company operates a diverse portfolio of automotive brands, including Beijing Brand, Beijing Benz, Beijing Hyundai, and Fujian Benz, reflecting both domestic innovation and international joint ventures. BAIC Motor also manufactures core automotive components such as engines, powertrains, transmissions, and power batteries, underscoring its integrated approach to the automotive value chain. Beyond vehicle manufacturing, the company is involved in car financing and investment management, supporting a comprehensive ecosystem around automotive mobility. As a subsidiary of the state-owned BAIC Group, BAIC Motor plays a significant role in China’s dynamic auto industry, serving a broad market and aligning with national trends in both conventional and new energy vehicles. With an extensive workforce and substantial production capabilities, BAIC Motor remains a key player in shaping the automotive landscape in China and beyond.
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Auto Manufacturers
Consumer Cyclical sector · China
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Supply Chain
EV Battery Supply Chain
The EV battery supply chain is shaped by three structural constraints that interact to determine who can participate and at what scale: a single battery cell requires lithium, cobalt, nickel, manganese, and graphite — each sourced through its own constrained supply chain — meaning disruption to any one mineral cascades through cell production; gigafactory-scale manufacturing demands $2-5 billion in capital and two to three years to reach production quality, concentrating cell production among a small number of firms; and no single battery chemistry optimizes for energy density, safety, cost, and longevity simultaneously, forcing the system into parallel technology paths that fragment scale advantages.
Automotive Supply Chain
The automotive supply chain is shaped by three root constraints: just-in-time assembly dependency where parts must arrive in exact sequence to moving production lines, platform integration complexity where a single vehicle contains 20,000-30,000 parts sourced from hundreds of suppliers, and tooling commitment where retooling a production line requires years and billions of dollars in irreversible capital.