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Shenzhen AI company making edge computer-vision chips and algorithms for smart-city surveillance and IoT devices.
Shenzhen AI company making edge computer-vision chips and algorithms for smart-city surveillance and IoT devices.
Revenue has historically come largely from selling AI-enabled systems and algorithms to city and public-security projects, which are tied to government budgets, while its in-house inference chips are the growth bet. As a fabless designer it relies on outside foundries, so export curbs on advanced chip-making matter.
Moat: narrow (IP / patents, process know-how). Proprietary AI chip/algorithm design for low-power edge vision applications.
Headquarters: Shenzhen, China · Employees: 995
Size Shenzhen Intellifusion Technologies (688343.SS) is a China Information Technology company (Packaged Software) with a market value of $1.87B, the 1340th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥47.35 on 6 Nov 2026.
Performance Over six months the shares fell 46.2%, against -12.2% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 21 in its peer set.
Growth Revenue fell 3.8% over the last twelve months (peer median +11.7%); the operating margin is -52.2% (peer median 4.0%).
Valuation It trades at 8.4× enterprise value to sales against a peer median of 4.8× (3rd most expensive of 20).
Capital Return on invested capital runs 31.1 points below its cost of capital (17.1% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.33B | CN¥1.34B | CN¥916M | CN¥506M | CN¥546M |
| Revenue growth | — | +46% | +81% | -7% | — |
| Gross profit | CN¥573M | CN¥266M | CN¥108M | CN¥59.7M | CN¥135M |
| EBITDA | n/a | -CN¥140M | -CN¥557M | -CN¥452M | -CN¥499M |
| Net income | -CN¥540M | -CN¥422M | -CN¥579M | -CN¥383M | -CN¥447M |
| Free cash flow | -CN¥144M | CN¥177M | -CN¥1.82B | -CN¥947M | -CN¥444M |
| Capital expenditure | CN¥103M | CN¥116M | CN¥1.56B | CN¥439M | CN¥45.1M |
| Total debt | CN¥804M | CN¥902M | CN¥190M | CN¥37.3M | CN¥20.3M |
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 Intellifusion Technologies 688343.SS | $1.87B | -46% | -4% | -52% | 8.4× | n/a |
| Hangzhou Hikvision Digital Technology 002415.SZ | $49.1B | -3% | +8% | 19% | 3.0× | 2.6% |
| Cambricon Technologies 688256.SS | $75.7B | -30% | +104% | 33% | 44.3× | n/a |
| Horizon Robotics 9660.HK | $7.61B | -48% | +46% | -101% | 11.0× | n/a |
| Black Sesame International 2533.HK | $555M | -66% | +73% | -148% | 3.4× | n/a |
| CloudWalk Technology 688327.SS | $1.54B | -28% | -47% | -165% | 35.4× | n/a |
| SenseTime 0020.HK | $6.25B | -44% | +31% | -51% | 7.7× | n/a |
| Ambarella AMBA | $2.58B | -23% | +20% | -15% | 5.6× | 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 | 688343.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -15.4% | +3.3% | 4th lowest of 21 |
| 6-month return | -46.2% | -12.2% | 3rd lowest of 21 |
| Distance from 52-week high | -57.1% | -37.7% | 3rd lowest of 21 |
| Revenue growth (TTM) | -3.8% | +11.7% | 5th lowest of 21 |
| Operating margin | -52.2% | 4.0% | 5th lowest of 21 |
| EV / Sales | 8.4× | 4.8× | 3rd most expensive of 20 |
| ROIC minus cost of capital | -31.1 pp | -2.1 pp | 3rd lowest of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shenzhen Intellifusion Technologies 688343.SS | China | $1.87B | -46% | -4% | -52% | 8.4× | n/a | n/a |
| ArcSoft 688088.SS | China | $1.87B | -26% | +10% | 12% | 11.2× | 41.3% | +6.2% |
| eToro ETOR | United States | $1.86B | -40% | +10% | 32% | 0.7× | -18.5% | +15.4% |
| Hydsoft Technology 301316.SZ | China | $1.86B | -41% | +19% | 3% | 4.9× | 46.1% | +26.7% |
| Business-Intelligence of Oriental Nations 300166.SZ | China | $1.88B | -27% | +7% | -5% | 6.0× | n/a | n/a |
| SoundHound AI SOUN | United States | $1.85B | -54% | +55% | -96% | 8.1× | n/a | n/a |
| iFAST AIY.SI | Singapore | $1.89B | -10% | +35% | 24% | 1.9× | -11.6% | +24.8% |
| China TransInfo Technology 002373.SZ | China | $1.89B | -11% | +16% | 1% | 1.2× | 22.0% | -2.7% |
| C3.ai AI | United States | $1.84B | +18% | -38% | -198% | 5.1× | n/a | n/a |
| Certara CERT | United States | $1.84B | +91% | +1% | 5% | 4.8× | 40.7% | +11.5% |
| Pony AI 2026.HK | Hong Kong | $1.93B | -56% | +67% | -214% | 7.4× | n/a | n/a |
| Planisware Societe anonyme PLNW.PA | France | $1.94B | +46% | +8% | 31% | 7.4× | 12.3% | +16.8% |
| Karooooo KARO | United States | $1.95B | +25% | +32% | 25% | 5.5× | 10.4% | +17.7% |
| Shadowfax Technologies SHADOWFAX.NS | India | $1.79B | +70% | +69% | 10% | 3.8× | 47.0% | +43.7% |
| Nayax NYAX | United States | $1.78B | -34% | +28% | 5% | 3.5× | 26.9% | +38.7% |
| Ourpalm 300315.SZ | China | $1.96B | -3% | -5% | -65% | 16.0× | 55.8% | -17.0% |
| Progress Software PRGS | United States | $1.78B | +46% | +6% | 19% | 2.9× | 1.8% | +17.2% |
| Aisino 600271.SS | China | $1.96B | -16% | -12% | -24% | 1.8× | n/a | n/a |
| Sinosoft 603927.SS | China | $1.77B | -14% | -24% | 2% | 1.8× | 23.0% | +0.9% |
| iReader Technology 603533.SS | China | $1.98B | +20% | +14% | -2% | 3.2× | 37.2% | +9.5% |
| Pine Labs PINELABS.NS | India | $1.98B | -19% | +50% | 7% | n/a | n/a | n/a |