Great Wall Motor vs Mitsubishi Motors: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Great Wall Motor Co Ltd (601633.CG)

Q3 202614 Jul – 3 Sep 2026

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Profit Plunges on Overseas Tax and FX, but Overseas Sales and EV Demand Offer Support

First-Half Profit Warning: Net Profit to Drop ~60% Great Wall Motor warned that first-half 2026 net profit will fall 58.97% to 62.92% year-on-year, mainly because overseas tax subsidy gains were delayed and currency swings hurt results. This is a big drop in profit, which weighs on the stock price.
This is the first concrete profit warning for the period and directly explains why the stock may be under pressure.
Half-Year Report Confirms 61% Profit Decline Despite Revenue Growth The actual half-year report showed revenue up 10.58% to 102.1 billion yuan, but net profit attributable to parent fell 61.11% to 2.465 billion yuan. The profit drop was due to delayed overseas tax subsidies and lower exchange gains. This confirms the earlier warning and keeps pressure on the stock.
This is the official confirmation of the profit warning, making the negative earnings picture concrete for investors.
Overseas Sales Surge 45%, Now Over Half of Total Deliveries In the first half, overseas sales jumped 45.46% to 289,000 units, accounting for more than half of total sales, while domestic sales fell 22.53%. Overseas business is now the main growth engine, with production bases in Thailand and Brazil and over 1,600 sales channels abroad.
This shows a strong offset to weak domestic sales and supports the long-term growth story.
Thailand EV Tax Restructuring and Record Australian BEV Sales Thailand plans to restructure EV excise taxes to boost exports, naming GWM among supported plants. Meanwhile, Australia's BEV sales hit a record 24.9% share in August, with GWM among the top 10 brands. These policy and demand tailwinds support overseas growth.
These are new positive developments that could boost future overseas sales and sentiment.

August 202614 Jul – 3 Sep 2026

▲2▼2

Profit Plunges on Overseas Tax and FX, but Overseas Sales and EV Demand Offer Support

First-Half Profit Warning: Net Profit to Drop ~60% Great Wall Motor warned that first-half 2026 net profit will fall 58.97% to 62.92% year-on-year, mainly because overseas tax subsidy gains were delayed and currency swings hurt results. This is a big drop in profit, which weighs on the stock price.
This is the first concrete profit warning for the period and directly explains why the stock may be under pressure.
Half-Year Report Confirms 61% Profit Decline Despite Revenue Growth The actual half-year report showed revenue up 10.58% to 102.1 billion yuan, but net profit attributable to parent fell 61.11% to 2.465 billion yuan. The profit drop was due to delayed overseas tax subsidies and lower exchange gains. This confirms the earlier warning and keeps pressure on the stock.
This is the official confirmation of the profit warning, making the negative earnings picture concrete for investors.
Overseas Sales Surge 45%, Now Over Half of Total Deliveries In the first half, overseas sales jumped 45.46% to 289,000 units, accounting for more than half of total sales, while domestic sales fell 22.53%. Overseas business is now the main growth engine, with production bases in Thailand and Brazil and over 1,600 sales channels abroad.
This shows a strong offset to weak domestic sales and supports the long-term growth story.
Thailand EV Tax Restructuring and Record Australian BEV Sales Thailand plans to restructure EV excise taxes to boost exports, naming GWM among supported plants. Meanwhile, Australia's BEV sales hit a record 24.9% share in August, with GWM among the top 10 brands. These policy and demand tailwinds support overseas growth.
These are new positive developments that could boost future overseas sales and sentiment.

Latest14 Jul – 3 Sep 2026

▲2▼2

Profit Plunges on Overseas Tax and FX, but Overseas Sales and EV Demand Offer Support

First-Half Profit Warning: Net Profit to Drop ~60% Great Wall Motor warned that first-half 2026 net profit will fall 58.97% to 62.92% year-on-year, mainly because overseas tax subsidy gains were delayed and currency swings hurt results. This is a big drop in profit, which weighs on the stock price.
This is the first concrete profit warning for the period and directly explains why the stock may be under pressure.
Half-Year Report Confirms 61% Profit Decline Despite Revenue Growth The actual half-year report showed revenue up 10.58% to 102.1 billion yuan, but net profit attributable to parent fell 61.11% to 2.465 billion yuan. The profit drop was due to delayed overseas tax subsidies and lower exchange gains. This confirms the earlier warning and keeps pressure on the stock.
This is the official confirmation of the profit warning, making the negative earnings picture concrete for investors.
Overseas Sales Surge 45%, Now Over Half of Total Deliveries In the first half, overseas sales jumped 45.46% to 289,000 units, accounting for more than half of total sales, while domestic sales fell 22.53%. Overseas business is now the main growth engine, with production bases in Thailand and Brazil and over 1,600 sales channels abroad.
This shows a strong offset to weak domestic sales and supports the long-term growth story.
Thailand EV Tax Restructuring and Record Australian BEV Sales Thailand plans to restructure EV excise taxes to boost exports, naming GWM among supported plants. Meanwhile, Australia's BEV sales hit a record 24.9% share in August, with GWM among the top 10 brands. These policy and demand tailwinds support overseas growth.
These are new positive developments that could boost future overseas sales and sentiment.

Mitsubishi Motors Corporation (7211.JP)

Q3 20269 Jul – 1 Oct 2026

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Mitsubishi bets on robots and EVs amid quake and rate headwinds

Humanoid robot venture Mitsubishi is partnering with startup Highlanders to build humanoid robots, aiming for 1,000 units per month by the end of 2027. This new business could open a future revenue stream beyond cars.
It's a new growth initiative that could diversify revenue and excite investors.
Thai EV investment and tax break Mitsubishi will invest 16 billion baht in Thailand through 2030 to make electric vehicles, helped by a new Thai tax that favors local EV production. This supports its EV push in a key market.
It shows a concrete commitment to EV growth with government support.
Earthquake halts production A strong earthquake in Kumamoto forced Mitsubishi to stop output at its Mizushima plant. This disruption can delay deliveries and raise costs, hurting near-term results.
It's a new operational setback that directly impacts production and sales.
Rising interest rates pressure demand Japanese interest rates have climbed above 3%, which makes car loans more expensive. This could weaken consumer demand for new vehicles, including Mitsubishi's, in its home market.
Higher rates can reduce affordability and dampen auto sales, a key headwind.

September 20261 Sep – 1 Oct 2026

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Mitsubishi Motors gains from Thai EV incentives, strong Indonesia demand, and Japan sales rebound

Thailand's three-tier EV excise tax rewards local production Thailand approved a new EV tax system that gives the lowest tax rate to automakers using high local content and producing key parts domestically. Mitsubishi is among four Japanese automakers with over 50 billion baht of continued investment plans in Thailand through 2029-2030, so it stands to benefit from lower taxes and incentives.
This directly lowers costs and supports Mitsubishi's Thai production and sales, a key market.
Indonesia vehicle sales jump 32% in August; Mitsubishi ranks fourth Indonesia's new vehicle market grew 32% year-on-year in August, with Mitsubishi fourth in year-to-date sales at 43,753 units. The broader market is expanding, especially trucks and EVs, which supports Mitsubishi's sales volume and revenue in a major Southeast Asian market.
Rising demand in Indonesia directly boosts Mitsubishi's unit sales and market position.
Japan new car sales rise 5.1% in first half; Mitsubishi posts September gain Japan's April-September new car sales rose 5.1% to the highest since fiscal 2020, helped by the end of the environmental performance tax. In September, Mitsubishi posted an increase on the strength of new models launched last autumn, supporting its domestic sales and revenue.
Stronger domestic demand lifts Mitsubishi's sales and earnings outlook.
Rising interest rates could pressure auto loans and demand Japan's long-term interest rates climbed above 3%, and Mitsubishi's president noted the impact on auto loans, saying the company is working to mitigate it. Higher borrowing costs can make car loans more expensive, potentially cooling demand, though Mitsubishi's 1 trillion yen growth investment plan remains largely unchanged.
Higher rates could dampen consumer demand and raise funding costs, a real counterweight to positive drivers.

Latest1 Sep – 1 Oct 2026

▲3▼1

Mitsubishi Motors gains from Thai EV incentives, strong Indonesia demand, and Japan sales rebound

Thailand's three-tier EV excise tax rewards local production Thailand approved a new EV tax system that gives the lowest tax rate to automakers using high local content and producing key parts domestically. Mitsubishi is among four Japanese automakers with over 50 billion baht of continued investment plans in Thailand through 2029-2030, so it stands to benefit from lower taxes and incentives.
This directly lowers costs and supports Mitsubishi's Thai production and sales, a key market.
Indonesia vehicle sales jump 32% in August; Mitsubishi ranks fourth Indonesia's new vehicle market grew 32% year-on-year in August, with Mitsubishi fourth in year-to-date sales at 43,753 units. The broader market is expanding, especially trucks and EVs, which supports Mitsubishi's sales volume and revenue in a major Southeast Asian market.
Rising demand in Indonesia directly boosts Mitsubishi's unit sales and market position.
Japan new car sales rise 5.1% in first half; Mitsubishi posts September gain Japan's April-September new car sales rose 5.1% to the highest since fiscal 2020, helped by the end of the environmental performance tax. In September, Mitsubishi posted an increase on the strength of new models launched last autumn, supporting its domestic sales and revenue.
Stronger domestic demand lifts Mitsubishi's sales and earnings outlook.
Rising interest rates could pressure auto loans and demand Japan's long-term interest rates climbed above 3%, and Mitsubishi's president noted the impact on auto loans, saying the company is working to mitigate it. Higher borrowing costs can make car loans more expensive, potentially cooling demand, though Mitsubishi's 1 trillion yen growth investment plan remains largely unchanged.
Higher rates could dampen consumer demand and raise funding costs, a real counterweight to positive drivers.

August 20269 Jul – 28 Aug 2026

▲2▼1

Mitsubishi bets on robots and Thai EVs, while quake hits output

Humanoid robot venture with Highlanders Mitsubishi signed a basic agreement with University of Tokyo startup Highlanders to develop and mass-produce humanoid robots, targeting 1,000 units per month by end-2027. It will use idle factory space and its manufacturing know-how. This opens a new growth story beyond cars, supporting the share price.
This is a new, high-impact technology initiative that could add a new revenue stream and improve sentiment.
Bt16bn Thailand EV investment Mitsubishi will invest Bt16bn ($473m) in Thailand by 2030 to build EVs, including an electric Pajero SUV, and evaluate pickup production and exports. This strengthens its Southeast Asia hub against Chinese EV rivals, a positive for long-term sales and scale.
It shows a concrete capital commitment to secure a key market amid rising competition.
Kumamoto earthquake halts Okayama plant A 7.1-magnitude earthquake in Kumamoto disrupted parts supply from Aisin Kyushu, forcing Mitsubishi to suspend some production at its Mizushima plant in Okayama. The impact spread beyond Kyushu, with Toyota and Nissan also halting plants. This is a temporary negative for output and earnings.
It is a new supply shock that directly cuts production and could pressure near-term results.
Honda-Nissan software platform may include Mitsubishi Honda and Nissan are near a deal to share an in-vehicle operating system from 2029, and Mitsubishi may evaluate the platform. If it joins, it could share development costs and speed up software; if not, it risks falling behind on software-defined vehicles.
It is a new potential partnership that could affect Mitsubishi's technology and cost position, but no commitment is made.

9 Jul – 28 Aug 2026

▲2▼1

Mitsubishi bets on robots and Thai EVs, while quake hits output

Humanoid robot venture with Highlanders Mitsubishi signed a basic agreement with University of Tokyo startup Highlanders to develop and mass-produce humanoid robots, targeting 1,000 units per month by end-2027. It will use idle factory space and its manufacturing know-how. This opens a new growth story beyond cars, supporting the share price.
This is a new, high-impact technology initiative that could add a new revenue stream and improve sentiment.
Bt16bn Thailand EV investment Mitsubishi will invest Bt16bn ($473m) in Thailand by 2030 to build EVs, including an electric Pajero SUV, and evaluate pickup production and exports. This strengthens its Southeast Asia hub against Chinese EV rivals, a positive for long-term sales and scale.
It shows a concrete capital commitment to secure a key market amid rising competition.
Kumamoto earthquake halts Okayama plant A 7.1-magnitude earthquake in Kumamoto disrupted parts supply from Aisin Kyushu, forcing Mitsubishi to suspend some production at its Mizushima plant in Okayama. The impact spread beyond Kyushu, with Toyota and Nissan also halting plants. This is a temporary negative for output and earnings.
It is a new supply shock that directly cuts production and could pressure near-term results.
Honda-Nissan software platform may include Mitsubishi Honda and Nissan are near a deal to share an in-vehicle operating system from 2029, and Mitsubishi may evaluate the platform. If it joins, it could share development costs and speed up software; if not, it risks falling behind on software-defined vehicles.
It is a new potential partnership that could affect Mitsubishi's technology and cost position, but no commitment is made.