China Automotive Systems Inc (CAAS)

In May 2025, the company released its Q1 2025 earnings call transcript. In August 2025, CAAS released its Q2 2025 earnings call transcript, reporting an 11.1% year-over-year revenue growth to $176.2 million and a 20.2% increase in income from operations to $13.0 million. In September 2025, China Automotive Systems completed a redomiciliation merger and announced a special meeting of stockholders. In October 2025, CAAS introduced rear-wheel active steering technology to upper mass-market EVs in China. In November 2025, the company announced its Q3 2025 results, with net sales rising 17.7% year-over-year to $193.2 million, and net sales in North America and Brazil climbing 77.3% and 30.5% respectively; diluted earnings per share (EPS) was $0.32, a 77.8% growth, leading the company to raise its full-year guidance; CAAS also signed a Strategic Cooperation MoU with KYB-UMW to advance high-end manufacturing in Malaysia. The stock price gained 0.500% on November 26, 2025, after a buy signal, but had fallen in 7 of the last 10 days and was down by -8.31% for this period as of November 26, 2025.

The automotive industry experiences seasonal trends with peak demand in the spring and autumn, and weaker sales during the winter months and August. As a supplier of automotive steering systems, China Automotive Systems, Inc.'s demand generally aligns with these broader automotive industry trends. The demand for EVs and hybrids, for which CAAS supplies EPS systems, also shows seasonality, performing better in spring and autumn due to optimal battery conditions.

China Automotive Systems, Inc. (CAAS) is a leading supplier and manufacturer of power steering components and systems for the automotive industry, operating primarily through its subsidiary Great Genesis Holdings Limited. CAAS specializes in the automotive parts sector, specifically within the automotive steering systems market, offering a range of steering systems and components, including rack and pinion power steering gears, integral power steering gears, Electric Power Steering (EPS) systems, Hydraulic Power Steering (HPS) systems, manual steering systems, steering columns and gears, steering oil pumps and steering hoses, sensor modules, automotive motors and electromechanical integrated systems, polymer materials, and active rear-wheel steering systems. The company also provides aftermarket services and invests in research and development for advanced steering technologies, serving over 60 vehicle manufacturers, including major Chinese groups and international customers like Ford Motor Company.

China Automotive Systems, Inc. has a strong presence in the Chinese domestic market, with its headquarters in Jingzhou City, Hubei Province. Internationally, CAAS has a wholly-owned subsidiary in the United States, Henglong USA Corporation (HLUSA), for marketing, after-sales service, and R&D support in North America. CAAS also has a presence in Brazil, where it began exporting products in 2012 and established an assembly facility in Sao Paulo in 2014 to serve South American markets.

Information specifically detailing China Automotive Systems, Inc.'s brand reputation is not explicitly available. However, the company's consistent growth, strategic partnerships, and product introductions suggest a generally positive perception. The introduction of active rear-wheel steering technology for EVs and the strategic cooperation MoU with KYB-UMW indicate a focus on innovation and market expansion. The company's long-standing relationships with over 60 vehicle manufacturers also imply a reliable and trusted supplier status.

As of November 2025, institutional shareholders own 4.36% of the stock, China Automotive Systems insiders own 82.91%, and retail investors hold 12.73%. Major institutional owners include Renaissance Technologies LLC, Empowered Funds, LLC, and Bridgeway Capital Management LLC. The largest individual shareholder is Hanlin Chen, who owns 67.27% of the company.