截至发稿，卧龙电驱市值为759亿元。 （记者 曾健辉） 每经AI快讯，卧龙电驱（SH 600580，收盘价：48.6元）9月29日晚间发布公告称，公司九届十九次董事 会临时会议于2025年9月29日以现场结合通讯表决方式召开。会议审议了《关于提请股东会授权董事会 办理公司股权激励计划相关事宜的议案》等文件。 每经头条（nbdtoutiao）——重磅解读！中国将不寻求WTO新的特殊和差别待遇，意味着什么？ 2024年1至12月份，卧龙电驱的营业收入构成为：工业电机及驱动占比55.8%，日用电机及控制占比 24.21%，风光储氢占比7.64%，电动交通占比4.97%，其他占比4.96%。 ...

9月26日，卧龙电驱盘中下跌2.00%，截至14:14，报47.04元/股，成交44.86亿元，换手率6.02%，总市值 734.82亿元。 资金流向方面，主力资金净流出2.78亿元，特大单买入3.59亿元，占比8.00%，卖出4.64亿元，占比 10.35%；大单买入9.81亿元，占比21.86%，卖出11.54亿元，占比25.71%。 卧龙电驱今年以来股价涨231.03%，近5个交易日跌7.76%，近20日涨41.26%，近60日涨142.60%。 机构持仓方面，截止2025年6月30日，卧龙电驱十大流通股东中，南方中证500ETF（510500）位居第五 大流通股东，持股1620.56万股，相比上期增加450.26万股。香港中央结算有限公司位居第六大流通股 东，持股1072.84万股，相比上期减少416.38万股。嘉实中证稀土产业ETF（516150）位居第七大流通股 东，持股556.84万股，相比上期增加179.30万股。稀土ETF（516780）位居第九大流通股东，持股 256.94万股，为新进股东。 责任编辑：小浪快报 资料显示，卧龙电气驱动集团股份有限公司位于浙江省绍兴市上虞区曹娥街道复兴西路5 ...

Core Viewpoint - The stock of Wolong Electric Drive (卧龙电驱) has surged due to significant mid-term profit growth and the announcement of its H-share IPO, with plans to invest in emerging fields such as electric aviation and robotics components, which has further fueled market expectations and stock price increases [1][8]. Group 1: Company Overview - Wolong Electric Drive was established in 1995 and went public in 2002, initially focusing on micro motors and electronic control devices [2]. - The company has expanded its core business through mergers and acquisitions, particularly relying on its wholly-owned subsidiary, Nanyang Explosion-proof Group, for over half of its profits [2][3]. - After divesting from solar, wind, energy storage, and hydrogen businesses, the company now focuses on five core areas: explosion-proof electric drive systems, industrial electric drive systems, HVAC electric drive systems, new energy transportation electric drive systems, and robotics components [2][3]. Group 2: Financial Performance - In 2023, Wolong Electric Drive achieved a net profit of 5.37 billion yuan, a year-on-year increase of 36.76%, but the profitability has shown volatility over the years [6]. - Nanyang Explosion-proof Group's revenue for 2022-2024 was 38.55 billion yuan, 43.02 billion yuan, and 40.74 billion yuan, contributing 27.02%, 27.64%, and 25.08% to the total revenue of Wolong Electric Drive [3][5]. - The company's revenue from electric transportation (mainly new energy vehicles) has been declining, with sales figures of 673 million kW in 2021 and 879 million kW in 2024, while the gross margin has decreased from 18.35% in 2021 to 13.35% in 2024 [7]. Group 3: New Business Ventures - The company is now focusing on electric aviation and robotics, with plans to allocate part of the IPO proceeds to these new business areas [1][8]. - In the electric aviation sector, Wolong Electric Drive has developed core technologies for high-power density and reliable aviation electric drive systems, positioning itself as a key supplier for eVTOL power systems [10]. - Despite the promising outlook, the contribution of new business segments, including robotics, remains low, accounting for only about 2.5% of total revenue in recent years [11][14]. Group 4: Research and Development - The company emphasizes the importance of R&D, with reported R&D expenditures of 8.19 billion yuan in 2022, which accounted for 5.7% of total revenue [15][16]. - However, discrepancies exist in the reported R&D spending figures between the A-share periodic reports and the Hong Kong IPO prospectus, raising questions about the accuracy of the data [15][16].

每经AI快讯，卧龙电驱（SH 600580，收盘价：24.29元）8月11日晚间发布公告称，公司九届十八次董 事会会议于2025年8月11日以通讯表决方式召开。会议审议了《关于新增公司2025年度日常关联交易预 计的议案》等文件。 每经头条（nbdtoutiao）——人形机器人撕掉"花瓶"标签还要多久？亿元大单"破冰"，商业化元年终于 来了！ （记者 贾运可） 2024年1至12月份，卧龙电驱的营业收入构成为：工业电机及驱动占比55.8%，日用电机及控制占比 24.21%，风光储氢占比7.64%，电动交通占比4.97%，其他占比4.96%。 截至发稿，卧龙电驱市值为379亿元。 ...