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Operator of Shenzhen's SEG electronics wholesale market plaza plus related property and tech investments.
Operator of Shenzhen's SEG electronics wholesale market plaza plus related property and tech investments.
Earns mainly rent and management fees from the traders who lease counters in its market buildings, so occupancy and the health of electronics trade in Shenzhen's Huaqiangbei district matter more than the goods themselves. Other income comes from property it owns.
Moat: narrow (installed base, brand). SEG Plaza is a long-established, well-known electronics trading hub in Shenzhen.
Headquarters: Shenzhen, China · Employees: 7,186
Size Shenzhen SEG (000058.SZ) is a China Information Technology company (Electronic Components) with a market value of $1.02B, the 2261st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.56 on 6 Nov 2026.
Performance Over six months the shares fell 20.0%, against -20.0% for the median peer and -16.4% for the China market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue fell 1.0% over the last twelve months (peer median +23.8%); the operating margin is 8.7% (peer median 9.9%).
Valuation It trades at 4.3× enterprise value to sales against a peer median of 3.7× (9th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +4 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 1.5 points above its cost of capital (5.5% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.67B | CN¥1.68B | CN¥1.76B | -CN¥8.46B | CN¥1.80B |
| Revenue growth | — | -5% | — | -569% | — |
| Gross profit | CN¥549M | CN¥435M | CN¥438M | -CN¥9.97B | CN¥256M |
| EBITDA | n/a | CN¥327M | CN¥304M | CN¥209M | CN¥266M |
| Net income | CN¥43.6M | CN¥69.4M | CN¥45.2M | CN¥90.5M | CN¥15.8M |
| Free cash flow | CN¥272M | CN¥92.0M | CN¥119M | CN¥244M | CN¥168M |
| Capital expenditure | CN¥91.4M | CN¥233M | CN¥140M | CN¥123M | CN¥64.9M |
| Total debt | CN¥902M | CN¥924M | CN¥807M | CN¥1.02B | CN¥1.03B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Shenzhen SEG 000058.SZ | $1.02B | -20% | -1% | 9% | 4.3× | 9.7% |
| Shenzhen Huaqiang Industry 000062.SZ | $3.04B | -48% | +48% | 4% | 0.8× | n/a |
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.
| Measure | 000058.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -11.3% | -18.3% | 6th highest of 21 |
| 6-month return | -20.0% | -20.0% | 11th highest of 21 |
| Distance from 52-week high | -46.7% | -45.7% | 11th highest of 21 |
| Revenue growth (TTM) | -1.0% | +23.8% | lowest of 21 |
| Operating margin | 8.7% | 9.9% | 11th highest of 21 |
| EV / Sales | 4.3× | 3.7× | 9th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 9.7% | 32.2% | 4th least demanding of 9 |
| Growth delivered (Del g) | +5.3% | +10.0% | 4th lowest of 9 |
| Hurdle (Req g minus delivered) | +4.4 pp | +13.8 pp | 4th least demanding of 9 |
| ROIC minus cost of capital | +1.5 pp | -2.6 pp | 5th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shenzhen SEG 000058.SZ | China | $1.02B | -20% | -1% | 9% | 4.3× | 9.7% | +5.3% |
| Sungho Electronics 043260.KS | South Korea | $1.04B | -54% | +44% | 4% | 7.6× | n/a | n/a |
| Gosuncn Technology 300098.SZ | China | $1.04B | -27% | +20% | -3% | 3.5× | 33.2% | -3.1% |
| WCON Electronics 301328.SZ | China | $986M | -3% | +34% | 16% | 6.8× | n/a | n/a |
| Tong Hsing Electronic Industries ,Ltd 6271.TW | Taiwan | $1.06B | -5% | +5% | 17% | 2.5× | 7.6% | +2.6% |
| Zhejiang Zuch Technology 301280.SZ | China | $971M | -24% | +25% | 13% | 2.9× | n/a | n/a |
| Officina Stellare OS.MI | Italy | $969M | +47% | +239% | -11% | 15.3× | n/a | n/a |
| Changzhou Aohong Electronics 605058.SS | China | $1.08B | +46% | +21% | 15% | 4.2× | 8.1% | +8.9% |
| Korea Circuit 007810.KS | South Korea | $1.09B | -36% | +21% | 6% | 1.2× | n/a | n/a |
| Nichidenbo 3090.TW | Taiwan | $1.09B | +15% | +28% | -5% | 1.9× | 57.2% | +11.2% |
| Goode EIS (Suzhou) 301680.SZ | China | $1.09B | -16% | +68% | 18% | 3.8× | n/a | n/a |
| Juneway Electronic Technology 301458.SZ | China | $946M | -25% | +24% | 20% | 6.1× | 36.2% | +13.7% |
| Kingsignal Technology 300252.SZ | China | $941M | -38% | +21% | 0% | 2.6× | n/a | n/a |
| HannStar Board 5469.TW | Taiwan | $937M | -25% | +32% | 8% | 1.0× | n/a | n/a |
| Shenzhen United Winners Laser 688518.SS | China | $1.12B | -23% | +23% | 5% | 1.7× | 31.2% | +30.1% |
| Prosperity Dielectrics 6173.TWO | Taiwan | $927M | +131% | +12% | 20% | 6.7× | 35.6% | -4.9% |
| Pegavision 6491.TW | Taiwan | $926M | +41% | +18% | 28% | 3.5× | -4.5% | +12.1% |
| Browave 3163.TWO | Taiwan | $1.13B | -62% | +21% | 4% | 14.6× | n/a | n/a |
| Japan Aviation Electronics Industry 6807.T | Japan | $922M | -13% | +10% | 3% | 0.6× | n/a | n/a |
| Shenzhen Edadoc Technology 301366.SZ | China | $1.13B | +18% | +51% | 12% | 4.6× | n/a | n/a |
| Shenzhen Q&D Circuits 301628.SZ | China | $917M | -26% | +37% | 13% | 4.7× | n/a | n/a |