Who are Shenzhen Aisidi's main competitors?

Named competitors: Telling Telecommunication Holding (000829.SZ). The cockpit's measured peer set (industry) also includes Kyland Technology (300353.SZ), Telling Telecommunication (000829.SZ), Yubico (YUBICO.ST), SeSa (SES.MI), Wuhan P&S Information Technology (300184.SZ), Shenzhen Yitoa Intelligent Control (300131.SZ).

Is Shenzhen Aisidi expensive compared with its peers?

On forward p/e it trades at 22.1× against a peer median of 14.3×, 5th most expensive of 15 in its peer set.

How has Shenzhen Aisidi stock performed?

Over six months to 6 Nov 2026 the shares returned -43.9% against -9.8% for the median peer; over one year -41.2%.

← CockpitCompetitor Analysis › 002416.SZ Shenzhen Aisidi Co., Ltd. Class AOpen in the cockpit ↗

Shenzhen Aisidi Co., Ltd. Class A002416.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Electronics Distributors

Chinese distributor of mobile phones and consumer electronics through wholesale and retail channels.

≈ A smaller, China-based mobile-phone distribution companyMomentum laggard 6

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$1.44B

US dollars, full cap

Free float

51%

of shares outstanding

$/day

$25.9M

20-day average traded

Fwd P/E

22.1×

forward earnings

ROIC−WACC

+3.0 pp

WACC 6.1%

Hurdle

n/a

no reverse DCF

Next earnings

174 days

29 Apr 2027

Close · CNYCN¥7.73

1D-2.3%

1W+5.5%

1M-13.3%

3M-23.8%

6M-43.9%

YTD-38.5%

1Y-41.2%

ATR %4.1%

52w lowhigh46.7% off high

What Shenzhen Aisidi does

Chinese distributor of mobile phones and consumer electronics through wholesale and retail channels.

In one line: A smaller, China-based mobile-phone distribution company.

Products and services

Mobile phone distribution
Consumer electronics retail

Customers

Phone brand OEMs (as distribution partner)
Retail consumers

Where it sits in the supply chain

Electronics distribution
Mobile phone distribution

What could go right

Smartphone replacement cycle

What could go wrong

Thin distribution margins

Moat: none. Distribution is a low-margin, scale-driven business with limited differentiation.

Headquarters: Shenzhen, China · Employees: 4,243

Named competitors

Telling Telecommunication Holding 000829.SZ

Shenzhen Aisidi at a glance

Size Shenzhen Aisidi (002416.SZ) is a China Information Technology company (Electronics Distributors) with a market value of $1.44B, the 1691st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥7.73 on 6 Nov 2026.

Performance Over six months the shares fell 43.9%, against -9.8% for the median peer and -16.4% for the China market (cap-weighted) — lowest of 21 in its peer set.

Growth Revenue grew 25.7% over the last twelve months (peer median +19.0%); the operating margin is 1.2% (peer median 3.9%).

Valuation It trades at 22.1× forward earnings against a peer median of 14.3× (5th most expensive of 15).

Capital Return on invested capital runs 3.0 points above its cost of capital (6.1% WACC).

Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).

Relative performance

Six months, rebased to 100: Shenzhen Aisidi against the median of its 20 peers (local-currency closes).

Shenzhen Aisidi financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	CN¥60.0B	CN¥55.2B	CN¥65.7B	CN¥92.1B	CN¥91.4B
Revenue growth	—	-16%	-29%	+1%	—
Gross profit	CN¥3.17B	CN¥2.66B	CN¥2.69B	CN¥2.78B	CN¥2.90B
EBITDA	n/a	CN¥757M	CN¥932M	CN¥1.12B	CN¥1.18B
Net income	CN¥153M	CN¥374M	CN¥581M	CN¥655M	CN¥730M
Free cash flow	-CN¥2.98B	CN¥3.93B	CN¥1.58B	CN¥3.64B	CN¥544M
Capital expenditure	CN¥82.1M	CN¥65.1M	CN¥29.8M	CN¥24.4M	CN¥37.0M
Total debt	CN¥4.84B	CN¥1.96B	CN¥2.66B	CN¥3.46B	CN¥5.64B

Quarterly statements and history in the cockpit →

Shenzhen Aisidi 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

Up and to the right = strong over both horizons. Shenzhen Aisidi is the large dot.

Fundamentals: revenue growth against valuation

Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Shenzhen Aisidi is the large dot.

Shenzhen Aisidi competitors and peer comparison

Head to head with its named competitors (002416.SZ vs 000829.SZ)
Company	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g
Shenzhen Aisidi 002416.SZ	$1.44B	-44%	+26%	1%	22.1×	n/a
Telling Telecommunication 000829.SZ	$1.41B	-21%	+37%	0%	153.2×	n/a

How Shenzhen Aisidi 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.

Shenzhen Aisidi against its 20 peers (data as of 6 Nov 2026)
Measure	002416.SZ	Peer median	Rank in peer set
1-month return	-13.3%	-9.7%	10th lowest of 21
6-month return	-43.9%	-9.8%	lowest of 21
Distance from 52-week high	-46.7%	-34.6%	7th lowest of 21
Revenue growth (TTM)	+25.7%	+19.0%	10th highest of 21
Operating margin	1.2%	3.9%	6th lowest of 21
Forward P/E	22.1×	14.3×	5th most expensive of 15
ROIC minus cost of capital	+3.0 pp	+2.7 pp	10th highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g	Delivered g
Shenzhen Aisidi 002416.SZ	China	$1.44B	-44%	+26%	1%	22.1×	n/a	n/a
Kyland Technology 300353.SZ	China	$1.42B	-17%	-6%	-6%	80.9×	n/a	n/a
Telling Telecommunication 000829.SZ	China	$1.41B	-21%	+37%	0%	153.2×	n/a	n/a
Yubico YUBICO.ST	Sweden	$1.40B	+189%	-9%	9%	59.8×	26.3%	+12.4%
SeSa SES.MI	Italy	$1.53B	-1%	+11%	4%	11.4×	-7.1%	+12.0%
Wuhan P&S Information Technology 300184.SZ	China	$1.63B	-29%	+48%	5%	15.8×	n/a	n/a
Shenzhen Yitoa Intelligent Control 300131.SZ	China	$1.68B	-39%	+3%	0%	n/a	n/a	n/a
Daiwabo 3107.T	Japan	$1.79B	+4%	+14%	3%	10.8×	-7.7%	+5.3%
HNA Technology 600751.SS	China	$1.11B	-26%	+33%	0%	n/a	n/a	n/a
SINBON Electronics 3023.TW	Taiwan	$1.88B	-11%	+9%	10%	15.4×	-0.1%	+7.3%
Shanghai YCT Electronics 301099.SZ	China	$1.02B	-17%	+106%	6%	22.6×	n/a	n/a
Xi'an Novastar Tech 301589.SZ	China	$2.12B	-9%	+15%	17%	22.0×	15.9%	+28.7%
ASBISc Enterprises ASB.WA	Poland	$2.17B	+123%	+43%	4%	12.6×	5.9%	+9.5%
Tomen Devices 2737.T	Japan	$926M	+41%	+157%	4%	n/a	n/a	n/a
Shenzhen CECport Technologies 001287.SZ	China	$2.28B	-24%	+138%	2%	n/a	n/a	n/a
SoftwareOne SWON.SW	Switzerland	$2.30B	+11%	+62%	12%	12.6×	-5.7%	+8.4%
Restar 3156.T	Japan	$877M	+60%	+23%	4%	8.1×	n/a	n/a
ScanSource SCSC	United States	$871M	-7%	+6%	3%	8.4×	0.4%	+0.5%
Nanjing Sunlord Electronics 300975.SZ	China	$2.40B	-11%	+109%	8%	n/a	n/a	n/a
Beijing Oriental Jicheng 002819.SZ	China	$848M	-27%	+7%	-3%	n/a	10.3%	+23.4%
BIPROGY 8056.T	Japan	$2.47B	-3%	+4%	10%	13.1×	-9.5%	+7.1%

Questions

Who are Shenzhen Aisidi's main competitors?: Named competitors: Telling Telecommunication Holding (000829.SZ). The cockpit's measured peer set (industry) also includes Kyland Technology (300353.SZ), Telling Telecommunication (000829.SZ), Yubico (YUBICO.ST), SeSa (SES.MI), Wuhan P&S Information Technology (300184.SZ), Shenzhen Yitoa Intelligent Control (300131.SZ).
Is Shenzhen Aisidi expensive compared with its peers?: On forward p/e it trades at 22.1× against a peer median of 14.3×, 5th most expensive of 15 in its peer set.
How has Shenzhen Aisidi stock performed?: Over six months to 6 Nov 2026 the shares returned -43.9% against -9.8% for the median peer; over one year -41.2%.