← VinFast Auto Ltd. Ordinary Shares overview

VinFast Auto Ltd. Ordinary Shares vs Chongqing Changan Automobile: why the prices moved differently

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VinFast Auto Ltd. Ordinary Shares (VFS)

Q3 202620 Jun – 17 Sep 2026

▲3

VinFast's sales boom, path to profit, and new markets drive the story

Q1 revenue and deliveries jump VinFast's Q1 2026 revenue rose 41.7% to $920.7 million as EV deliveries climbed 61% to 58,577, with e-scooter deliveries up 219%. More vehicles sold at a growing scale points to stronger demand and supports the stock.
This is the core new financial and delivery result that shows the business growing.
Domestic sales surge and VF 2 orders Vietnam sales jumped 58% in June and 72% in the first half. The new low-cost VF 2 drew about 29,000 orders in three days, and management targets Vietnam break-even by 2027. Strong orders raise hopes losses will shrink.
It shows demand is accelerating and gives a concrete path toward profitability.
GSM taxi expansion gives captive buyer VinFast-linked taxi operator GSM plans to enter the US, Sweden and the Netherlands by year-end ahead of a 2028 Hong Kong IPO. GSM buys every car it uses from VinFast, so its expansion guarantees extra vehicle sales for VinFast.
It is a new, concrete source of overseas demand tied directly to VinFast sales.
Global EV growth helps, but losses and US plant dispute weigh Global EV sales rose 35% in Q2 and Vietnam's EV market more than doubled, with VinFast leading. But VinFast's Q1 net loss widened 58.9% and its North Carolina factory faces a lawsuit, so expansion costs and legal risk remain a real drag.
It gives the fair counterweight: strong industry demand versus widening losses and legal trouble.

August 202620 Jun – 17 Sep 2026

▲3

VinFast's sales boom, path to profit, and new markets drive the story

Q1 revenue and deliveries jump VinFast's Q1 2026 revenue rose 41.7% to $920.7 million as EV deliveries climbed 61% to 58,577, with e-scooter deliveries up 219%. More vehicles sold at a growing scale points to stronger demand and supports the stock.
This is the core new financial and delivery result that shows the business growing.
Domestic sales surge and VF 2 orders Vietnam sales jumped 58% in June and 72% in the first half. The new low-cost VF 2 drew about 29,000 orders in three days, and management targets Vietnam break-even by 2027. Strong orders raise hopes losses will shrink.
It shows demand is accelerating and gives a concrete path toward profitability.
GSM taxi expansion gives captive buyer VinFast-linked taxi operator GSM plans to enter the US, Sweden and the Netherlands by year-end ahead of a 2028 Hong Kong IPO. GSM buys every car it uses from VinFast, so its expansion guarantees extra vehicle sales for VinFast.
It is a new, concrete source of overseas demand tied directly to VinFast sales.
Global EV growth helps, but losses and US plant dispute weigh Global EV sales rose 35% in Q2 and Vietnam's EV market more than doubled, with VinFast leading. But VinFast's Q1 net loss widened 58.9% and its North Carolina factory faces a lawsuit, so expansion costs and legal risk remain a real drag.
It gives the fair counterweight: strong industry demand versus widening losses and legal trouble.

Latest20 Jun – 17 Sep 2026

▲3

VinFast's sales boom, path to profit, and new markets drive the story

Q1 revenue and deliveries jump VinFast's Q1 2026 revenue rose 41.7% to $920.7 million as EV deliveries climbed 61% to 58,577, with e-scooter deliveries up 219%. More vehicles sold at a growing scale points to stronger demand and supports the stock.
This is the core new financial and delivery result that shows the business growing.
Domestic sales surge and VF 2 orders Vietnam sales jumped 58% in June and 72% in the first half. The new low-cost VF 2 drew about 29,000 orders in three days, and management targets Vietnam break-even by 2027. Strong orders raise hopes losses will shrink.
It shows demand is accelerating and gives a concrete path toward profitability.
GSM taxi expansion gives captive buyer VinFast-linked taxi operator GSM plans to enter the US, Sweden and the Netherlands by year-end ahead of a 2028 Hong Kong IPO. GSM buys every car it uses from VinFast, so its expansion guarantees extra vehicle sales for VinFast.
It is a new, concrete source of overseas demand tied directly to VinFast sales.
Global EV growth helps, but losses and US plant dispute weigh Global EV sales rose 35% in Q2 and Vietnam's EV market more than doubled, with VinFast leading. But VinFast's Q1 net loss widened 58.9% and its North Carolina factory faces a lawsuit, so expansion costs and legal risk remain a real drag.
It gives the fair counterweight: strong industry demand versus widening losses and legal trouble.

Chongqing Changan Automobile Co Ltd (000625.CS)

Q3 202625 Jun – 22 Jul 2026

▲2▼2

Changan's profit slumps, but overseas expansion and chip funding offer hope

June sales drop 14% Changan's June vehicle sales fell 14.09% year-on-year to 202,000 units, with new energy vehicle sales down 8.28%. This points to weaker demand for its cars, which pressures revenue and profit, and likely weighs on the stock price.
Directly shows weakening sales, a key driver of earnings and stock performance.
H1 profit to plunge 58-68% Changan expects first-half 2026 net profit to fall 57.66%-67.7% due to exchange losses and higher raw material costs. Despite overseas sales growth, the profit drop is a major negative for the stock as it signals lower earnings.
Profit warning is a direct negative catalyst for the share price.
Thailand expansion accelerates Changan met Thailand's PM, targeting 70,000 annual sales by 2030 and expanding local production from 100,000 to 200,000 units. This overseas push can drive future growth and diversify away from weak domestic demand, supporting the stock.
Shows concrete overseas growth plans that could offset domestic weakness.
900 million yuan loan for chips and R&D Changan's controlling shareholder will provide a 900 million yuan entrusted loan for chip localization, intelligent driving, and new energy commercial vehicle R&D. This funding supports technology development and reduces reliance on foreign chips, a long-term positive.
Provides capital for strategic projects, potentially improving competitiveness.

July 202625 Jun – 22 Jul 2026

▲2▼2

Changan's profit slumps, but overseas expansion and chip funding offer hope

June sales drop 14% Changan's June vehicle sales fell 14.09% year-on-year to 202,000 units, with new energy vehicle sales down 8.28%. This points to weaker demand for its cars, which pressures revenue and profit, and likely weighs on the stock price.
Directly shows weakening sales, a key driver of earnings and stock performance.
H1 profit to plunge 58-68% Changan expects first-half 2026 net profit to fall 57.66%-67.7% due to exchange losses and higher raw material costs. Despite overseas sales growth, the profit drop is a major negative for the stock as it signals lower earnings.
Profit warning is a direct negative catalyst for the share price.
Thailand expansion accelerates Changan met Thailand's PM, targeting 70,000 annual sales by 2030 and expanding local production from 100,000 to 200,000 units. This overseas push can drive future growth and diversify away from weak domestic demand, supporting the stock.
Shows concrete overseas growth plans that could offset domestic weakness.
900 million yuan loan for chips and R&D Changan's controlling shareholder will provide a 900 million yuan entrusted loan for chip localization, intelligent driving, and new energy commercial vehicle R&D. This funding supports technology development and reduces reliance on foreign chips, a long-term positive.
Provides capital for strategic projects, potentially improving competitiveness.

Latest25 Jun – 22 Jul 2026

▲2▼2

Changan's profit slumps, but overseas expansion and chip funding offer hope

June sales drop 14% Changan's June vehicle sales fell 14.09% year-on-year to 202,000 units, with new energy vehicle sales down 8.28%. This points to weaker demand for its cars, which pressures revenue and profit, and likely weighs on the stock price.
Directly shows weakening sales, a key driver of earnings and stock performance.
H1 profit to plunge 58-68% Changan expects first-half 2026 net profit to fall 57.66%-67.7% due to exchange losses and higher raw material costs. Despite overseas sales growth, the profit drop is a major negative for the stock as it signals lower earnings.
Profit warning is a direct negative catalyst for the share price.
Thailand expansion accelerates Changan met Thailand's PM, targeting 70,000 annual sales by 2030 and expanding local production from 100,000 to 200,000 units. This overseas push can drive future growth and diversify away from weak domestic demand, supporting the stock.
Shows concrete overseas growth plans that could offset domestic weakness.
900 million yuan loan for chips and R&D Changan's controlling shareholder will provide a 900 million yuan entrusted loan for chip localization, intelligent driving, and new energy commercial vehicle R&D. This funding supports technology development and reduces reliance on foreign chips, a long-term positive.
Provides capital for strategic projects, potentially improving competitiveness.