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Shenzhen state-owned group making optical fiber/communication cables, with legacy real-estate and trading operations.
Shenzhen state-owned group making optical fiber/communication cables, with legacy real-estate and trading operations.
Moat: none. Fiber cable manufacturing is commoditized and tender-driven with thin differentiation.
Headquarters: Shenzhen, Guangdong, China · Employees: 3,611
Size Shenzhen SDG Information (000070.SZ) is a China Industrials company (Electrical Products) with a market value of $1.55B, the 1592nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥12.05 on 6 Nov 2026.
Performance Over six months the shares fell 33.4%, against -39.2% for the median peer and -16.4% for the China market (cap-weighted) — 4th highest of 18 in its peer set.
Growth Revenue grew 27.3% over the last twelve months (peer median +24.2%); the operating margin is -0.5% (peer median 8.8%).
Valuation It trades at 2.6× enterprise value to sales against a peer median of 2.3× (10th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 28% a year for seven years (Req g). Recent delivered growth is -1%, so the hurdle is +30 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 6.3 points below its cost of capital (7.9% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥5.16B | CN¥4.40B | CN¥4.40B | CN¥4.93B | CN¥4.18B |
| Revenue growth | — | 0% | -11% | +18% | — |
| Gross profit | CN¥1.21B | CN¥711M | CN¥693M | CN¥687M | CN¥604M |
| EBITDA | n/a | CN¥217M | CN¥114M | CN¥234M | CN¥154M |
| Net income | -CN¥377M | -CN¥496M | -CN¥403M | -CN¥272M | CN¥13.3M |
| Free cash flow | CN¥1.17B | CN¥9.86M | CN¥255M | CN¥62.6M | -CN¥90.8M |
| Capital expenditure | CN¥159M | CN¥104M | CN¥125M | CN¥131M | CN¥305M |
| Total debt | CN¥3.34B | CN¥3.50B | CN¥2.62B | CN¥3.22B | CN¥3.66B |
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 SDG Information 000070.SZ | $1.55B | -33% | +27% | -1% | 2.6× | 28.4% |
| Hengtong Optic-Electric 600487.SS | $14.9B | -38% | +21% | 9% | 1.4× | n/a |
| Tongding Interconnection Information 002491.SZ | $2.44B | -15% | +50% | 11% | 3.8× | 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 | 000070.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -24.5% | -15.8% | 8th lowest of 21 |
| 6-month return | -33.4% | -39.2% | 4th highest of 18 |
| Distance from 52-week high | -53.7% | -61.6% | 6th highest of 21 |
| Revenue growth (TTM) | +27.3% | +24.2% | 10th highest of 21 |
| Operating margin | -0.5% | 8.8% | 4th lowest of 21 |
| EV / Sales | 2.6× | 2.3× | 10th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 28.4% | 13.6% | 3rd most demanding of 11 |
| Growth delivered (Del g) | -1.3% | +18.4% | lowest of 11 |
| Hurdle (Req g minus delivered) | +29.8 pp | -13.7 pp | 3rd most demanding of 11 |
| ROIC minus cost of capital | -6.3 pp | -2.7 pp | 8th lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shenzhen SDG Information 000070.SZ | China | $1.55B | -33% | +27% | -1% | 2.6× | 28.4% | -1.3% |
| Long Young Electronic (Kunshan) 301389.SZ | China | $1.55B | -41% | +103% | 17% | 12.9× | 46.5% | +3.3% |
| Shandong Hi-tech Spring Material Technology 301292.SZ | China | $1.54B | -46% | +46% | 11% | 1.9× | n/a | n/a |
| Beijing Victory Electric 001393.SZ | China | $1.53B | n/a | +31% | 11% | 2.9× | n/a | n/a |
| Sinfonia Technology 6507.T | Japan | $1.56B | -39% | +9% | 15% | 1.9× | 15.4% | +8.0% |
| Hangzhou Gold Electronic Equipment 301669.SZ | China | $1.56B | n/a | +37% | 9% | 7.8× | n/a | n/a |
| ERock EROC | United States | $1.56B | n/a | +43% | -19% | 6.4× | 12.5% | +42.5% |
| Cswind 112610.KS | South Korea | $1.52B | -31% | -8% | 7% | 1.1× | -0.5% | +23.8% |
| Iljin Electric 103590.KS | South Korea | $1.52B | -65% | +24% | 9% | 0.9× | n/a | n/a |
| Shenzhen Hopewind Electric 603063.SS | China | $1.52B | -50% | -5% | 9% | 2.5× | 14.6% | +12.3% |
| Yangtze Optical Electronic 688143.SS | China | $1.59B | +56% | +25% | 2% | 20.3× | n/a | n/a |
| Up-Shine Lighting 301362.SZ | China | $1.50B | -39% | +15% | 7% | 5.0× | n/a | n/a |
| Hammond Power Solutions HPS-A.TO | Canada | $1.60B | -41% | +51% | 11% | 2.0× | 9.4% | +22.8% |
| Shanghai Electric Wind Power 688660.SS | China | $1.50B | -39% | +69% | -6% | 0.9× | n/a | n/a |
| Hainan Drinda New Energy Technology 002865.SZ | China | $1.49B | -45% | -4% | -13% | 1.8× | 19.3% | +54.9% |
| Zhejiang Zhaolong Interconnect Technology Co. Limited 300913.SZ | China | $1.49B | -45% | +29% | 12% | 3.4× | n/a | n/a |
| Inox Wind INOXWIND.NS | India | $1.49B | -39% | +17% | 15% | 3.2× | n/a | n/a |
| Aerospace Intelligent Manufacturing Technology 300446.SZ | China | $1.48B | -38% | -14% | 5% | 1.2× | 2.1% | +133.1% |
| Guodian Nanjing Automation 600268.SS | China | $1.48B | -35% | -5% | 9% | 1.0× | -0.1% | +13.9% |
| Aerospace Hi-Tech 000901.SZ | China | $1.63B | -43% | -21% | 1% | 2.2× | n/a | n/a |
| Googol Technology 301510.SZ | China | $1.65B | -30% | +66% | 21% | 13.1× | 50.5% | +14.1% |