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← CockpitCompetitor Analysis › 600580.SS Wolong Electric Group Co., Ltd. Class AOpen in the cockpit ↗

Wolong Electric Group Co., Ltd. Class A600580.SSCompetitor analysis, valuation and peers

China · CNY·Industrials›Electrical Products

One of the world's largest industrial electric motor manufacturers, with international operations via an Austrian acquisition.

≈ China's Regal Rexnord/WEG for industrial motorsMomentum laggard 5
Mkt cap
$5.39B
US dollars, full cap
Free float
52%
of shares outstanding
$/day
$145M
20-day average traded
Fwd P/E
39.6×
forward earnings
ROIC−WACC
-3.1 pp
WACC 9.4%
Hurdle
+21 pp
Req g minus delivered
Next earnings
171 days
26 Apr 2027
Close · CNYCN¥23.19
1D-2.9%
1W-1.1%
1M-8.5%
3M-32.8%
6M-38.7%
YTD-52.8%
1Y-49.8%
ATR %5.9%
52w lowhigh54.9% off high

What Wolong Electric does

One of the world's largest industrial electric motor manufacturers, with international operations via an Austrian acquisition.

Sells motors to order for equipment makers and large industrial users, including big motors for oil, mining and power, priced by size and customisation. Its Austrian unit ATB, bought years ago, gives it a European brand and plants. A privately held parent, Wolong Holding Group, controls the company.

In one line: China's Regal Rexnord/WEG for industrial motors.

Products and services

  • Industrial electric motors
  • EV drive motors (emerging)

Customers

  • Industrial equipment makers
  • HVAC/pump/compressor manufacturers

Where it sits in the supply chain

  • Industrials
  • Electrical Products
  • Industrial electric motor manufacturing

What could go right

  • Industrial automation/motor efficiency upgrades

What could go wrong

  • Industrial capex cyclicality
  • Copper/steel input cost swings

Moat: narrow (scale, brand, installed base). Global manufacturing scale and an acquired European brand (ATB) extend reach beyond China.

Headquarters: Shaoxing, China · Founded: 1984 · Employees: 14,094

Named competitors

Wolong Electric at a glance

Size Wolong Electric (600580.SS) is a China Industrials company (Electrical Products) with a market value of $5.39B, the 466th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥23.19 on 6 Nov 2026.

Performance Over six months the shares fell 38.7%, against -32.4% for the median peer and -16.4% for the China market (cap-weighted) — 7th lowest of 21 in its peer set.

Growth Revenue fell 11.3% over the last twelve months (peer median +10.7%); the operating margin is 4.4% (peer median 10.8%).

Valuation It trades at 39.6× forward earnings against a peer median of 21.2× (3rd most expensive of 21).

Price implies For today's price to make sense, revenue must grow about 25% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is +21 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 3.1 points below its cost of capital (9.4% WACC).

Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 65600580.SS 60
Six months, rebased to 100: Wolong Electric against the median of its 20 peers (local-currency closes).

Wolong Electric financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥14.2BCN¥15.4BCN¥16.2BCN¥15.5BCN¥15.0B
Revenue growth—-5%+4%+4%—
Gross profitCN¥3.63BCN¥3.52BCN¥3.58BCN¥3.63BCN¥3.27B
EBITDAn/aCN¥1.88BCN¥1.79BCN¥1.79BCN¥1.57B
Net incomeCN¥745MCN¥1.13BCN¥793MCN¥530MCN¥800M
Free cash flowCN¥528MCN¥969MCN¥341MCN¥432MCN¥317M
Capital expenditureCN¥764MCN¥849MCN¥1.20BCN¥1.30BCN¥881M
Total debtCN¥6.40BCN¥6.64BCN¥7.49BCN¥6.77BCN¥7.35B

Quarterly statements and history in the cockpit →

Wolong Electric competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-60%-40%-20%0%-20%0%300207ENS003031SUZLON6038063002856506300001603606FPSPOWLGTESNEX1519002409600869300919002074301358247540600580.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Wolong Electric is the large dot.

Fundamentals: revenue growth against valuation

0%+25%+50%+75%20×40×300207ENS003031SUZLON6038063002856506300001603606FPSPOWLGTESNEX1519002409600869300919002074301358247540600580.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Wolong Electric is the large dot.

Capital: growth delivered against growth the price implies

0%+10%+20%+30%+40%0%20%40%ENS003031SUZLON6038063002856506300001603606GTESNEX1519002409600869600580.SSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Wolong Electric is the large dot.

Wolong Electric competitors and peer comparison

Head to head with its named competitors (600580.SS vs RRX vs SIE.DE vs ABBN.SW)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Wolong Electric 600580.SS$5.39B-39%-11%4%39.6×25.2%
Regal Rexnord RRX$11.3B-21%+5%12%14.0×14.0%
Siemens SIE.DE$225B-4%+4%13%23.4×18.3%
ABB ABBN.SW$147B-17%+1%18%24.5×4.3%
Nidec 6594.T$11.7B-33%+4%-22%11.5×8.4%
Teco Electric & Machinery 1504.TW$4.23B-13%+8%9%19.5×9.3%

How Wolong Electric compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Wolong Electric against its 20 peers (data as of 6 Nov 2026)
Measure600580.SSPeer medianRank in peer set
1-month return-8.5%-17.5%7th highest of 21
6-month return-38.7%-32.4%7th lowest of 21
Distance from 52-week high-54.9%-52.5%10th lowest of 21
Revenue growth (TTM)-11.3%+10.7%2nd lowest of 21
Operating margin4.4%10.8%4th lowest of 21
Forward P/E39.6×21.2×3rd most expensive of 21
Growth the price implies (Req g, 7 yrs)25.2%14.1%6th most demanding of 15
Growth delivered (Del g)+4.2%+14.6%lowest of 15
Hurdle (Req g minus delivered)+21.0 pp-4.0 pp3rd most demanding of 15
ROIC minus cost of capital-3.1 pp+0.5 pp7th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Wolong Electric 600580.SSChina$5.39B-39%-11%4%39.6×25.2%+4.2%
Sunwoda Electronic 300207.SZChina$5.37B-33%+36%-1%16.0×n/an/a
EnerSys ENSUnited States$5.30B-36%+4%15%11.3×0.5%+4.7%
Hebei Sinopack Electronic Technology 003031.SZChina$5.62B-33%+43%19%36.1×34.9%+28.6%
Suzlon Energy SUZLON.NSIndia$5.65B-30%+34%15%21.2×34.0%+37.9%
HANGZHOU FIRST APPLIED MATERIAL 603806.SSChina$5.14B-30%-9%9%22.0×7.5%+13.1%
Shandong Sinocera Functional Material 300285.SZChina$5.67B+8%+23%14%48.6×40.1%+12.6%
Yaskawa Electric 6506.TJapan$5.71B-38%+6%8%19.7×24.8%+6.8%
Qingdao TGOOD Electric 300001.SZChina$4.97B+6%+14%9%21.9×12.0%+16.2%
Ningbo Orient Wires & Cables 603606.SSChina$4.96B-23%+36%12%21.1×3.6%+16.5%
Forgent Power Solutions FPSUnited States$5.93B-52%+89%14%14.4×n/an/a
Powell Industries POWLUnited States$4.85B-57%+7%20%21.2×11.2%+16.3%
Gates Industrial GTESUnited States$6.05B-8%+4%16%12.8×9.7%+4.3%
Nexans NEX.PAFrance$6.06B-26%-13%6%17.2×5.6%+5.5%
Fortune Electric 1519.TWTaiwan$4.75B-50%+5%21%26.0×16.1%+23.6%
Jiangsu Yoke Technology 002409.SZChina$6.12B+1%+7%15%32.1×26.4%+30.6%
Far East Smarter Energy 600869.SSChina$4.73B-16%-1%1%37.4×38.2%+7.3%
CNGR Advanced Material 300919.SZChina$4.72B-48%+46%7%12.6×n/an/a
Gotion High-tech 002074.SZChina$6.45B-32%+54%3%25.6×n/an/a
Hunan Yuneng New Energy Battery Material 301358.SZChina$6.46B-50%+130%9%7.8×n/an/a
Ecopro BM 247540.KSSouth Korea$6.53B-60%-4%6%965.8×n/an/a

Questions

Who are Wolong Electric's main competitors?
Named competitors: WEG S.A. (private or unlisted), Regal Rexnord (RRX), Siemens (SIE.DE), ABB (ABBN.SW), Nidec (6594.T), Teco Electric & Machinery (1504.TW). The cockpit's measured peer set (industry) also includes Sunwoda Electronic (300207.SZ), EnerSys (ENS), Hebei Sinopack Electronic Technology (003031.SZ), Suzlon Energy (SUZLON.NS), HANGZHOU FIRST APPLIED MATERIAL (603806.SS), Shandong Sinocera Functional Material (300285.SZ).
Is Wolong Electric expensive compared with its peers?
On forward p/e it trades at 39.6× against a peer median of 21.2×, 3rd most expensive of 21 in its peer set. For today's price to make sense, revenue must grow about 25% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is +21 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Wolong Electric stock performed?
Over six months to 6 Nov 2026 the shares returned -38.7% against -32.4% for the median peer; over one year -49.8%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.