Who are Seazen's main competitors?

Named competitors: China Vanke (000002.SZ), Longfor Group (0960.HK), China Resources Land (1109.HK). The cockpit's measured peer set (industry) also includes Shanghai Vital Deeptech (600641.SS), Hangzhou Binjiang Real Estate (002244.SZ), C&D International Investment (1908.HK), Tokyo Tatemono (8804.T), Meritage Homes (MTH), LEG Immobilien (LEG.DE).

Is Seazen expensive compared with its peers?

On forward p/e it trades at 31.9× against a peer median of 13.9×, most expensive of 17 in its peer set.

How has Seazen stock performed?

Over six months to 6 Nov 2026 the shares returned -15.2% against -8.8% for the median peer; over one year -15.6%.

← CockpitCompetitor Analysis › 601155.SS Seazen Holdings Co.,Ltd. Class AOpen in the cockpit ↗

Seazen Holdings Co.,Ltd. Class A601155.SSCompetitor analysis, valuation and peers

China · CNY·Real Estate›Real Estate Development

Major private Chinese developer known for mixed-use 'Wuyue Plaza' malls paired with residential and commercial towers.

≈ A Chinese mixed-use developer (mall + residential)Momentum leader 83

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$4.23B

US dollars, full cap

Free float

100%

of shares outstanding

$/day

$29.1M

20-day average traded

Fwd P/E

31.9×

forward earnings

ROIC−WACC

n/a

WACC 5.2%

Hurdle

n/a

no reverse DCF

Next earnings

143 days

29 Mar 2027

Close · CNYCN¥12.54

1D-1.1%

1W+2.9%

1M-2.2%

3M+12.8%

6M-15.2%

YTD-10.1%

1Y-15.6%

ATR %4.4%

52w lowhigh31.7% off high

What Seazen does

Major private Chinese developer known for mixed-use 'Wuyue Plaza' malls paired with residential and commercial towers.

Apartment sales, booked when flats are handed over, move with China's property cycle, while rent and management fees from its Wuyue Plaza malls give a steadier stream. Mall operation is the part it has been building up as home sales have weakened.

In one line: A Chinese mixed-use developer (mall + residential).

Products and services

Residential property development
Wuyue Plaza shopping malls
Commercial property leasing

Customers

Homebuyers
Retail tenants

Where it sits in the supply chain

Real estate
Residential and commercial development
Mixed-use retail complexes

What could go right

Mall rental income diversification

What could go wrong

Residential sales downturn
High leverage in sector-wide crisis

Moat: narrow (brand, scale). Recognized national mall brand and development scale among China's larger private developers.

Headquarters: Shanghai, China · Founded: 1993 · Employees: 18,646

Named competitors

Seazen at a glance

Size Seazen (601155.SS) is a China Real Estate company (Real Estate Development) with a market value of $4.23B, the 607th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥12.54 on 6 Nov 2026.

Performance Over six months the shares fell 15.2%, against -8.8% for the median peer and -16.4% for the China market (cap-weighted) — 6th lowest of 21 in its peer set.

Growth Revenue fell 39.3% over the last twelve months (peer median +10.5%); the operating margin is 13.6% (peer median 22.9%).

Valuation It trades at 31.9× forward earnings against a peer median of 13.9× (most expensive of 17).

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

Relative performance

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

Seazen financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	CN¥43.6B	CN¥52.8B	CN¥88.7B	CN¥119B	CN¥115B
Revenue growth	—	-40%	-25%	+3%	—
Gross profit	CN¥14.5B	CN¥14.3B	CN¥17.3B	CN¥22.3B	CN¥22.6B
EBITDA	n/a	CN¥5.77B	CN¥6.60B	CN¥5.76B	CN¥4.52B
Net income	CN¥671M	CN¥680M	CN¥752M	CN¥737M	CN¥1.39B
Free cash flow	CN¥1.85B	CN¥1.16B	CN¥785M	CN¥9.06B	CN¥7.65B
Capital expenditure	CN¥53.1M	CN¥297M	CN¥1.90B	CN¥2.42B	CN¥8.02B
Total debt	CN¥63.7B	CN¥62.0B	CN¥61.8B	CN¥91.3B	CN¥110B

Quarterly statements and history in the cockpit →

Seazen 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. Seazen is the large dot.

Fundamentals: revenue growth against valuation

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

Seazen competitors and peer comparison

Head to head with its named competitors (601155.SS vs 000002.SZ vs 0960.HK vs 1109.HK)
Company	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g
Seazen 601155.SS	$4.23B	-15%	-39%	14%	31.9×	n/a
China Vanke 000002.SZ	$5.36B	-17%	-32%	-24%	n/a	n/a
Longfor 0960.HK	$4.05B	-47%	-42%	1%	n/a	n/a
China Res Land 1109.HK	$29.1B	-7%	-12%	16%	8.9×	n/a

How Seazen 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.

Seazen against its 20 peers (data as of 6 Nov 2026)
Measure	601155.SS	Peer median	Rank in peer set
1-month return	-2.2%	+4.2%	5th lowest of 21
6-month return	-15.2%	-8.8%	6th lowest of 21
Distance from 52-week high	-31.7%	-24.4%	5th lowest of 21
Revenue growth (TTM)	-39.3%	+10.5%	2nd lowest of 21
Operating margin	13.6%	22.9%	6th lowest of 21
Forward P/E	31.9×	13.9×	most expensive of 17

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
Seazen 601155.SS	China	$4.23B	-15%	-39%	14%	31.9×	n/a	n/a
Shanghai Vital Deeptech 600641.SS	China	$4.20B	+14%	+94%	-27%	n/a	n/a	n/a
Hangzhou Binjiang Real Estate 002244.SZ	China	$4.27B	-2%	-35%	6%	12.8×	n/a	n/a
C&D International Investment 1908.HK	Hong Kong	$4.11B	-15%	-15%	7%	8.2×	n/a	n/a
Tokyo Tatemono 8804.T	Japan	$4.37B	-6%	+17%	22%	10.3×	n/a	n/a
Meritage Homes MTH	United States	$4.38B	+4%	-15%	7%	16.2×	n/a	n/a
LEG Immobilien LEG.DE	Germany	$4.39B	-11%	+1%	34%	8.1×	n/a	n/a
Hang Lung Ppt 0101.HK	Hong Kong	$4.40B	-29%	+10%	53%	11.8×	n/a	n/a
Longfor 0960.HK	Hong Kong	$4.05B	-47%	-42%	1%	n/a	n/a	n/a
Millrose Properties MRP	United States	$4.00B	-4%	+93%	85%	7.9×	n/a	n/a
St. Joe JOE	United States	$3.96B	+6%	+11%	32%	n/a	n/a	n/a
Allreal ALLN.SW	Switzerland	$3.89B	-8%	+3%	41%	24.0×	n/a	n/a
Howard Hughes HHH	United States	$4.64B	+18%	+32%	15%	29.6×	n/a	n/a
Shanghai Lujiazui Finance & Trade Zone Development 600663.SS	China	$4.81B	-10%	-21%	21%	14.0×	n/a	n/a
Corporacion Inmobiliaria Vesta S.A.B. de C.V. Sponsored ADR VTMX	United States	$3.62B	+6%	+18%	76%	19.5×	n/a	n/a
City Developments C09.SI	Singapore	$5.13B	-11%	+36%	14%	14.1×	n/a	n/a
Kerry Properties 0683.HK	Hong Kong	$3.47B	-26%	-22%	24%	14.2×	n/a	n/a
Nomura Real Estate 3231.T	Japan	$5.17B	-12%	+19%	14%	8.8×	n/a	n/a
Pandox PNDX-B.ST	Sweden	$3.43B	-1%	+15%	58%	14.6×	n/a	n/a
UOL U14.SI	Singapore	$5.23B	-23%	+2%	25%	13.8×	n/a	n/a
Tsim Sha Tsui Properties 0247.HK	Hong Kong	$5.24B	-20%	+15%	34%	n/a	n/a	n/a

Questions

Who are Seazen's main competitors?: Named competitors: China Vanke (000002.SZ), Longfor Group (0960.HK), China Resources Land (1109.HK). The cockpit's measured peer set (industry) also includes Shanghai Vital Deeptech (600641.SS), Hangzhou Binjiang Real Estate (002244.SZ), C&D International Investment (1908.HK), Tokyo Tatemono (8804.T), Meritage Homes (MTH), LEG Immobilien (LEG.DE).
Is Seazen expensive compared with its peers?: On forward p/e it trades at 31.9× against a peer median of 13.9×, most expensive of 17 in its peer set.
How has Seazen stock performed?: Over six months to 6 Nov 2026 the shares returned -15.2% against -8.8% for the median peer; over one year -15.6%.