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Chinese maker of precision electronic connectors, fiber-optic interconnects and controllers for industrial, auto and consumer electronics.
Chinese maker of precision electronic connectors, fiber-optic interconnects and controllers for industrial, auto and consumer electronics.
In one line: A small China-based Amphenol in precision connectors.
Moat: none (process know-how). Component supplier in a fragmented, competitive connector market with limited pricing power.
Headquarters: Shenzhen, China · Founded: 2009 · Employees: 2,459
Size Shenzhen Zesum Technology (301486.SZ) is a China Information Technology company (Electronic Production Equipment) with a market value of $2.41B, the 1067th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥126.00 on 6 Nov 2026.
Performance Over six months the shares fell 42.0%, against -22.6% for the median peer and -16.4% for the China market (cap-weighted) — 6th lowest of 21 in its peer set.
Growth Revenue grew 57.0% over the last twelve months (peer median +14.0%); the operating margin is 2.9% (peer median 6.4%).
Valuation It trades at 99.2× forward earnings against a peer median of 27.9× (most expensive of 19).
Capital Return on invested capital runs 13.2 points below its cost of capital (16.7% WACC).
Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.57B | CN¥996M | CN¥971M | CN¥501M | CN¥574M |
| Revenue growth | — | +3% | +94% | -13% | — |
| Gross profit | CN¥499M | CN¥229M | CN¥297M | CN¥156M | CN¥196M |
| EBITDA | n/a | CN¥46.8M | CN¥158M | CN¥103M | CN¥149M |
| Net income | -CN¥15.4M | CN¥94.1M | CN¥67.3M | CN¥73.0M | CN¥117M |
| Free cash flow | -CN¥514M | -CN¥193M | CN¥4.79M | CN¥43.4M | -CN¥258M |
| Capital expenditure | CN¥271M | CN¥171M | CN¥122M | CN¥93.5M | CN¥401M |
| Total debt | CN¥292M | CN¥207M | CN¥132M | CN¥31.0M | CN¥303M |
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 | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Shenzhen Zesum Technology 301486.SZ | $2.41B | -42% | +57% | 3% | 99.2× | n/a |
| Amphenol APH | $184B | +21% | +58% | 29% | 21.6× | 15.7% |
| TE Connectivity TEL | $59.5B | +1% | +15% | 22% | 15.1× | 8.2% |
| Luxshare Precision Industry 002475.SZ | $57.7B | -25% | +27% | 4% | 18.9× | 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 | 301486.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -40.0% | -18.2% | 3rd lowest of 21 |
| 6-month return | -42.0% | -22.6% | 6th lowest of 21 |
| Distance from 52-week high | -58.0% | -50.2% | 9th lowest of 21 |
| Revenue growth (TTM) | +57.0% | +14.0% | 2nd highest of 21 |
| Operating margin | 2.9% | 6.4% | 6th lowest of 21 |
| Forward P/E | 99.2× | 27.9× | most expensive of 19 |
| ROIC minus cost of capital | -13.2 pp | -2.6 pp | 2nd lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shenzhen Zesum Technology 301486.SZ | China | $2.41B | -42% | +57% | 3% | 99.2× | n/a | n/a |
| Nippon Electric Glass 5214.T | Japan | $2.32B | -44% | +3% | 8% | 22.6× | 2.4% | +5.1% |
| Sinomag Technology 300835.SZ | China | $2.54B | +10% | +18% | 6% | 75.2× | n/a | n/a |
| AXT AXTI | United States | $2.55B | -67% | +89% | 20% | 16.2× | n/a | n/a |
| VECO VECO | United States | $2.27B | -37% | -3% | 4% | 13.3× | 37.1% | +7.9% |
| Universal Microwave Technology 3491.TWO | Taiwan | $2.26B | -36% | +36% | 27% | 42.9× | n/a | n/a |
| Alps Alpine 6770.T | Japan | $2.23B | -24% | +5% | 3% | 10.8× | -3.8% | +7.3% |
| Shenzhen H&T Intelligent Control 002402.SZ | China | $2.23B | -49% | +2% | 6% | 41.3× | n/a | n/a |
| Foxconn Technology 2354.TW | Taiwan | $2.23B | -11% | +13% | 2% | 13.3× | n/a | n/a |
| LG Display 034220.KS | South Korea | $2.61B | -42% | -7% | 2% | n/a | -13.4% | +1.2% |
| XiaMen HongXin Electron-tech 300657.SZ | China | $2.21B | -18% | +4% | 8% | 28.2× | n/a | n/a |
| Forehope Electronic (Ningbo) 688362.SS | China | $2.67B | -19% | +19% | 0% | 86.7× | n/a | n/a |
| Marketech International 6196.TW | Taiwan | $2.68B | +8% | +44% | 7% | 13.0× | 6.3% | +15.5% |
| Benchmark Electronics BHE | United States | $2.16B | -29% | +13% | 4% | 17.7× | 13.8% | +5.3% |
| Xiamen Intretech 002925.SZ | China | $2.16B | -3% | +39% | 9% | 32.1× | n/a | n/a |
| Zhejiang Jiemei Electronic & Technology 002859.SZ | China | $2.71B | -21% | +26% | 13% | 47.3× | n/a | n/a |
| Shenzhen SED Industry 000032.SZ | China | $2.03B | -36% | +5% | 1% | 42.9× | 7.0% | +8.9% |
| Plug Power PLUG | United States | $2.03B | -54% | +11% | -68% | n/a | n/a | n/a |
| Kitron KIT.OL | Norway | $2.02B | -20% | +54% | 10% | 22.0× | -0.6% | +16.9% |
| Exosens EXENS.PA | France | $2.95B | -11% | +15% | 17% | 27.5× | 24.3% | +25.6% |
| OPT Machine Vision Tech 688686.SS | China | $2.96B | +48% | +38% | 12% | 75.4× | n/a | n/a |