Breaking Down Seazen Holdings Co., Ltd Financial Health: Key Insights for Investors

Founded in 1993 and headquartered in Shanghai, Seazen Holdings Co., Ltd. has grown into a comprehensive real estate enterprise present in over 141 large and medium-sized Chinese cities with more than 700 projects under development or completed, driving a 2023 sales volume of approximately 75.983 billion yuan across a total sales area of about 9.6878 million square meters; operating on a strategic '1+3' layout that centers Shanghai and stretches into the Yangtze River Delta, the Greater Bay Area, Circum-Bohai Sea and Central West China, Seazen-listed on the Shanghai Stock Exchange in 2015 under 601155.SH-articulates a mission to "spread happiness and realize dreams," a vision to "spread happiness and achieve excellence" with a clear commitment to green, lasting development, and core values of sincerity, openness, innovation and mutual benefits that guide its commitments to customers, shareholders, employees and society.

Seazen Holdings Co., Ltd (601155.SS) - Intro

• Established: 1993 (Shanghai headquarters)
• Stock listing: Shanghai Stock Exchange (A-share) since 2015, stock code 601155.SH; first private real estate firm to transfer from B to A share market
• Geographic reach: 141+ cities, 700+ projects
• Strategic layout: '1+3' - Shanghai hub, Yangtze River Delta core, plus Greater Bay Area, Circum-Bohai Sea, Central West China

• High-quality property development aligned with ecological sustainability
• Customer-centric product and service delivery across residential and commercial portfolios
• Long-term value creation for shareholders, partners, employees, and communities

• Regional concentration with scalable replication via the '1+3' layout
• Integrated residential, commercial, and urban renewal capabilities
• Continuous improvement in operational efficiency, digitalization, and ESG performance

• Integrity - transparent governance and compliance with market and regulatory standards
• Customer First - product quality, livability, and after-sales service
• Innovation - design, construction technologies, and digital operation models
• Sustainability - ecological planning, green building practices, and community responsibility
• Collaboration - partnerships with local governments, financiers, and industry stakeholders

• Regional Deepening: Concentrate capital and operational resources in core regions (Shanghai & Yangtze River Delta) to capture demand density and margin stability.
• Balance of Residential & Commercial: Expand commercial assets and operational income to stabilize cash flow against cyclical residential markets.
• Portfolio Optimization: Prioritize projects with clear payback profiles, accelerate inventory turnover, and manage leverage prudently.
• ESG Integration: Embed green building standards, energy-efficient technologies, and community-focused urban renewal practices across projects.

Seazen Holdings Co., Ltd (601155.SS) - Overview

• For customers: deliver long-life, high-quality products and services so that quality is the foundation of customers' happy experiences.
• For shareholders: create reasonable and abundant profit space, using enterprise growth to guarantee shareholders' happy investment.
• For employees: build a large and permanent stage for employees' growth and foster an efficient team as the camp of employees' happy growth.
• For society: adhere to corporate citizen responsibility, with harmony and mutual benefits as the footstones for constructing a happy society.

• Quality-first development: standardized construction controls, extended warranties and curated supplier management to ensure 'long-life, high-quality' products for customers.
• Profit and shareholder value: focus on improving gross margins, optimizing land acquisition costs and unlocking asset value to expand 'reasonable and abundant profit space.'
• Employee growth platform: talent development programs, internal mobility and performance-linked incentives aimed at creating a permanent stage for employee growth.
• Social responsibility: community programs, green building initiatives, and stakeholder engagement to foster harmony and mutual benefits with society.

• Customer satisfaction index and after-sales response time - monitors quality of living experience.
• Return on equity (ROE) and adjusted EBITDA margin - gauges shareholder returns and operational profitability.
• Employee retention rate and internal promotion ratio - evaluates the effectiveness of the growth platform for staff.
• Green building certifications and community investment as % of net profit - measures societal contribution and sustainability.

Seazen Holdings Co., Ltd (601155.SS) - Mission Statement

• Purpose: Make everyone's dream of happiness come true through quality properties, services and community engagement.
• Scope: Deliver value across stakeholders - customers, employees, shareholders and society - with measurable, responsible business practices.
• Growth Philosophy: Move from 'good to best' by improving product quality, operational efficiency and sustainability performance.
• Long-term Focus: Invest in durable asset quality, resilient balance-sheet management and community infrastructure to secure a lasting foundation.
• Green Commitment: Integrate environmentally friendly design, energy efficiency and low-carbon operations into development and asset management.

• Customer orientation: prioritize product quality, after-sales service and livability to enhance household happiness indices.
• Employee welfare: invest in training, safe workplaces and career pathways to spread wellbeing internally.
• Shareholder value: improve cash conversion, profitability and capital discipline to deliver long-term returns.
• Societal impact: pursue urban renewal, community facilities and environmentally conscious development projects.

Seazen Holdings Co., Ltd (601155.SS) - Vision Statement

• Sincerity: Upholding honesty, trustworthiness and the enterprise spirit of 'Being Sincere to Other People and handling Affairs Seriously and Carefully,' ensuring transparent dealings with customers, partners, employees, regulators and investors.
• Openness: Fostering inclusiveness, continuous self-reflection and learning from best practices inside and outside the industry to raise standards and deliver higher-quality urban solutions.
• Innovation: Proactively responding to market and technological shifts, maintaining crisis awareness, encouraging breakthroughs in product, service and operational models, and leading industry transformation.
• Mutual Benefits: Committing to value creation for all stakeholders-homebuyers, communities, business partners and shareholders-so commercial success aligns with societal contribution.

• Integrity in governance: stricter internal controls, clearer disclosure practices and enhanced risk management to protect investors and creditors while restoring market confidence.
• Customer-centric product innovation: design and service upgrades targeting mid-to-high-end urban living with measurable KPIs (customer satisfaction, delivery timeliness, after-sales resolution rates).
• Partnership & ecosystem development: joint ventures and co-development models to share risk, leverage complementary capabilities and expand service offerings (commercial, operation, community services).
• Sustainability & social value: focused investment in green building standards, community amenities and local employment creation as part of long-term value generation.

• ROE and cashflow stability targets to ensure prudent capital allocation and financial resilience.
• Contracted sales growth and delivery-rate metrics to validate customer trust and execution capability.
• ESG indicators (energy intensity, waste reduction, affordable housing contribution) to measure societal impact and long-term sustainability.