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← CockpitCompetitor Analysis › 601058.SS Sailun Group Co., Ltd. Class AOpen in the cockpit ↗

Sailun Group Co., Ltd. Class A601058.SSCompetitor analysis, valuation and peers

China · CNY·Consumer Discretionary›Automotive Aftermarket

Chinese tire manufacturer making passenger and truck tires, known for proprietary liquid-phase butadiene rubber technology.

≈ China's Cooper TireMomentum strong 62
Mkt cap
$5.92B
US dollars, full cap
Free float
73%
of shares outstanding
$/day
$84.0M
20-day average traded
Fwd P/E
10.4×
forward earnings
ROIC−WACC
+5.4 pp
WACC 6.5%
Hurdle
n/a
no reverse DCF
Next earnings
171 days
26 Apr 2027
Close · CNYCN¥12.52
1D-1.8%
1W+7.4%
1M-3.2%
3M-10.7%
6M-10.1%
YTD-22.6%
1Y-13.7%
ATR %3.8%
52w lowhigh30.6% off high

What Sailun does

Chinese tire manufacturer making passenger and truck tires, known for proprietary liquid-phase butadiene rubber technology.

Sells most of its tires abroad through replacement-market distributors, with truck and bus tires an important line, and has built plants in Vietnam to supply markets that tax Chinese-made tires.

In one line: China's Cooper Tire.

Products and services

  • Passenger car tires
  • Truck/bus tires
  • Liquid-phase butadiene rubber

Customers

  • Automakers (OEM)
  • Aftermarket/replacement tire distributors

Where it sits in the supply chain

  • Consumer Discretionary
  • Automotive Aftermarket
  • Tire manufacturing

What could go right

  • Export growth avoiding trade tariffs via overseas plants

What could go wrong

  • Rubber/oil input cost swings
  • Anti-dumping tariff risk

Moat: narrow (IP / patents, process know-how). Proprietary rubber-processing technology gives a performance/cost edge in tire compounding.

Headquarters: Qingdao, China · Founded: 1998 · Employees: 25,128

Named competitors

Sailun at a glance

Size Sailun (601058.SS) is a China Consumer Discretionary company (Automotive Aftermarket) with a market value of $5.92B, the 424th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥12.52 on 6 Nov 2026.

Performance Over six months the shares fell 10.1%, against +3.1% for the median peer and -16.4% for the China market (cap-weighted) — 5th lowest of 19 in its peer set.

Growth Revenue grew 12.1% over the last twelve months (peer median +4.7%); the operating margin is 11.6% (peer median 8.4%).

Valuation It trades at 10.4× forward earnings against a peer median of 16.2× (7th cheapest of 19).

Capital Return on invested capital runs 5.4 points above its cost of capital (6.5% WACC).

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

Relative performance

9010011011 May 202611 Aug 20266 Nov 2026Peer median 103601058.SS 91
Six months, rebased to 100: Sailun against the median of its 18 peers (local-currency closes).

Sailun financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥40.1BCN¥36.7BCN¥31.7BCN¥25.9BCN¥21.9B
Revenue growth—+16%+22%+19%—
Gross profitCN¥11.3BCN¥8.68BCN¥8.40BCN¥6.78BCN¥3.76B
EBITDAn/aCN¥6.56BCN¥6.67BCN¥5.39BCN¥3.00B
Net incomeCN¥3.36BCN¥3.52BCN¥4.06BCN¥3.09BCN¥1.33B
Free cash flow-CN¥1.78B-CN¥616M-CN¥1.64BCN¥3.29B-CN¥1.39B
Capital expenditureCN¥5.60BCN¥4.82BCN¥4.02BCN¥2.03BCN¥3.60B
Total debtCN¥19.4BCN¥14.8BCN¥13.6BCN¥12.7BCN¥12.8B

Quarterly statements and history in the cockpit →

Sailun 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

-20%0%+20%+40%0%+20%+40%MRF1613905101LKQBALKRISINDPIRCDORM5110603049002984601966TYRES001233CEATLTD601058.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Sailun is the large dot.

Fundamentals: revenue growth against valuation

-40%-20%0%+20%+40%20×40×MRF1613905101LKQBALKRISINDPIRCDORM51102105APOLLOTYRE603049601966CONTYRES001233CEATLTD601058.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Sailun is the large dot.

Sailun competitors and peer comparison

Head to head with its named competitors (601058.SS vs 603049.SS vs 601966.SS vs GT)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Sailun 601058.SS$5.92B-10%+12%12%10.4×n/a
Zhongce Rubber Group Co., Ltd. A 603049.SS$2.70B-19%+14%8%9.7×n/a
Shandong Linglong Tyre 601966.SS$2.32B-19%+8%3%50.3×-0.4%
Goodyear Tire & Rubber GT$1.26B-33%-4%3%n/a5.9%
Hankook Tire & Technology 161390.KS$5.56B+5%+43%10%6.1×-13.2%

How Sailun 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.

Sailun against its 18 peers (data as of 6 Nov 2026)
Measure601058.SSPeer medianRank in peer set
1-month return-3.2%+2.0%4th lowest of 19
6-month return-10.1%+3.1%5th lowest of 19
Distance from 52-week high-30.6%-19.3%6th lowest of 19
Revenue growth (TTM)+12.1%+4.7%7th highest of 19
Operating margin11.6%8.4%6th highest of 18
Forward P/E10.4×16.2×7th cheapest of 19
ROIC minus cost of capital+5.4 pp-0.6 pp3rd highest of 18

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
Sailun 601058.SSChina$5.92B-10%+12%12%10.4×n/an/a
MRF MRF.NSIndia$5.62B-4%+11%10%25.7×20.7%+14.0%
Hankook Tire & Technology 161390.KSSouth Korea$5.56B+5%+43%10%6.1×-13.2%+26.9%
Yokohama Rubber 5101.TJapan$6.78B+8%+13%15%8.1×n/an/a
LKQ LKQUnited States$5.06B-31%-3%7%9.3×0.0%+3.3%
Balkrishna Industries BALKRISIND.NSIndia$4.93B+7%+20%15%30.5×n/an/a
Pirelli & C PIRC.MIItaly$8.27B+10%-1%-9%13.3×-2.4%+9.5%
Dorman Products DORMUnited States$4.03B+10%+2%16%15.8×4.3%+14.3%
Sumitomo Rubber Industries 5110.TJapan$3.40B+1%+5%8%9.8×-3.3%+8.8%
Toyo Tire 5105.TJapan$3.17B+6%+4%15%8.2×-7.3%+11.6%
Cheng Shin Rubber Ind 2105.TWTaiwan$2.95B-3%-1%9%20.3×-9.3%-1.2%
Apollo Tyres APOLLOTYRE.NSIndia$2.80B+1%+14%8%16.6×15.6%+10.7%
Zhongce Rubber Group Co., Ltd. A 603049.SSChina$2.70B-19%+14%8%9.7×n/an/a
Qingdao Sentury Tire 002984.SZChina$2.62B-25%+2%8%16.7×3.4%+12.8%
Shandong Linglong Tyre 601966.SSChina$2.32B-19%+8%3%50.3×-0.4%+6.0%
Continental CON.DEGermany$15.8B+2%-35%n/a12.1×-0.2%-9.2%
Nokian Renkaat TYRES.HEFinland$2.21B+37%+5%6%27.4×19.4%+0.9%
Haian Rubber 001233.SZChina$1.82B+9%-4%23%25.6×1.8%+13.7%
CEAT CEATLTD.NSIndia$1.52B+6%+24%7%31.0×24.9%+15.5%

Questions

Who are Sailun's main competitors?
Named competitors: Zhongce Rubber (603049.SS), Linglong Tire (601966.SS), Goodyear (GT), Hankook Tire (161390.KS). The cockpit's measured peer set (industry) also includes MRF (MRF.NS), Hankook Tire & Technology (161390.KS), Yokohama Rubber (5101.T), LKQ (LKQ), Balkrishna Industries (BALKRISIND.NS), Pirelli & C (PIRC.MI).
Is Sailun expensive compared with its peers?
On forward p/e it trades at 10.4× against a peer median of 16.2×, 7th cheapest of 19 in its peer set.
How has Sailun stock performed?
Over six months to 6 Nov 2026 the shares returned -10.1% against +3.1% for the median peer; over one year -13.7%.

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.