Loading…
Shenzhen-based electronics manufacturer supplying components to industrial or consumer-electronics customers.
Shenzhen-based electronics manufacturer supplying components to industrial or consumer-electronics customers.
Moat: none
Headquarters: Shenzhen, Guangdong, China · Employees: 1,451
Size Shenzhen Mason Technologies (002654.SZ) is a China Industrials company (Electrical Products) with a market value of $1.18B, the 1988th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥9.57 on 6 Nov 2026.
Performance Over six months the shares fell 34.1%, against -31.1% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 20 in its peer set.
Growth Revenue fell 5.5% over the last twelve months (peer median +22.9%); the operating margin is 1.4% (peer median 4.3%).
Valuation It trades at 1.8× enterprise value to sales against a peer median of 3.3× (7th cheapest of 21).
Capital Return on invested capital runs 4.3 points below its cost of capital (8.1% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥5.23B | CN¥5.55B | CN¥4.87B | CN¥4.23B | CN¥3.74B |
| Revenue growth | — | +14% | +15% | +13% | — |
| Gross profit | CN¥622M | CN¥518M | CN¥440M | CN¥365M | CN¥299M |
| EBITDA | n/a | CN¥164M | CN¥159M | CN¥73.4M | -CN¥70.2M |
| Net income | CN¥32.5M | CN¥32.1M | CN¥62.7M | CN¥45.2M | -CN¥171M |
| Free cash flow | -CN¥169M | CN¥90.8M | -CN¥318M | -CN¥10.2M | CN¥192M |
| Capital expenditure | CN¥69.4M | CN¥83.0M | CN¥93.7M | CN¥48.1M | CN¥35.7M |
| Total debt | CN¥1.70B | CN¥1.82B | CN¥1.94B | CN¥1.48B | CN¥1.12B |
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.
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 | 002654.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -19.2% | -17.3% | 10th lowest of 21 |
| 6-month return | -34.1% | -31.1% | 9th lowest of 20 |
| Distance from 52-week high | -57.4% | -54.3% | 9th lowest of 21 |
| Revenue growth (TTM) | -5.5% | +22.9% | 4th lowest of 21 |
| Operating margin | 1.4% | 4.3% | 8th lowest of 21 |
| EV / Sales | 1.8× | 3.3× | 7th cheapest of 21 |
| ROIC minus cost of capital | -4.3 pp | -2.6 pp | 9th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shenzhen Mason Technologies 002654.SZ | China | $1.18B | -34% | -6% | 1% | 1.8× | n/a | n/a |
| Jiangsu Haili Wind Power Equipment Technology 301155.SZ | China | $1.18B | -31% | -69% | -17% | 7.9× | n/a | n/a |
| Harbin Electric Corp. Jiamusi Electric Machine 000922.SZ | China | $1.18B | -22% | +3% | 7% | 1.5× | 11.1% | +15.8% |
| PFISTERER PFS0.DE | Germany | $1.18B | n/a | +17% | 14% | 2.1× | 15.5% | n/a |
| Jiangsu Zenergy Battery Technologies 3677.HK | Hong Kong | $1.19B | -56% | +58% | 6% | 1.0× | n/a | n/a |
| Atlanta Electricals ATLANTAELE.NS | India | $1.19B | -10% | +59% | 16% | 5.4× | 20.6% | +28.4% |
| PowerX 485A.T | Japan | $1.20B | -55% | +213% | -1% | 9.0× | n/a | n/a |
| SPG 058610.KS | South Korea | $1.20B | -42% | -7% | 5% | 4.9× | 40.9% | -0.8% |
| Shenzhen Desay Battery Technology 000049.SZ | China | $1.20B | -28% | +9% | 2% | 0.5× | n/a | n/a |
| Lotte Energy Materials 020150.KS | South Korea | $1.21B | -53% | -12% | -13% | 2.5× | n/a | n/a |
| Jiangsu Xihua New Energy Technology 603248.SS | China | $1.21B | -31% | +32% | 33% | 6.8× | n/a | n/a |
| Taihan Fiberoptics 010170.KS | South Korea | $1.21B | -30% | +6% | -10% | 11.1× | n/a | n/a |
| Goldcup Electric Apparatus 002533.SZ | China | $1.14B | -21% | +23% | 3% | 0.6× | n/a | n/a |
| Shandong Sacred Sun Power Sources 002580.SZ | China | $1.23B | -34% | +22% | 4% | 2.1× | 21.6% | +14.2% |
| Keli Motor 002892.SZ | China | $1.13B | -14% | +13% | -1% | 3.5× | n/a | n/a |
| American Superconductor AMSC | United States | $1.13B | -58% | +26% | 4% | 3.1× | 56.5% | +28.0% |
| FOCI Fiber Optic Communications 3363.TWO | Taiwan | $1.24B | -59% | -2% | -16% | 21.6× | n/a | n/a |
| Quality Power Electrical Equipments QPOWER.NS | India | $1.12B | +7% | +90% | 19% | 10.0× | n/a | n/a |
| Sunstone Development 603612.SS | China | $1.25B | -32% | +28% | 8% | 0.9× | n/a | n/a |
| Jiangsu Cai Qin Technology 688182.SS | China | $1.12B | -39% | +86% | 9% | 6.3× | n/a | n/a |
| Baosheng Science & Technology Innovation 600973.SS | China | $1.11B | -26% | +31% | 1% | 0.3× | 9.1% | +6.9% |