Chinese (SSE) Auto Industry Analysis

Industry Valuation and Performance

Has the Chinese Auto Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Sun, 24 May 2026	CN¥822.2b	CN¥1.4t	CN¥13.1b	19x	62.8x	0.6x
Tue, 21 Apr 2026	CN¥889.3b	CN¥1.4t	CN¥13.4b	25.4x	66.3x	0.7x
Thu, 19 Mar 2026	CN¥942.0b	CN¥1.3t	CN¥13.2b	28.2x	71.3x	0.7x
Sat, 14 Feb 2026	CN¥987.6b	CN¥1.3t	CN¥13.4b	29.4x	73.9x	0.7x
Mon, 12 Jan 2026	CN¥1.0t	CN¥1.3t	CN¥13.2b	31.1x	77.9x	0.8x
Wed, 10 Dec 2025	CN¥993.2b	CN¥1.3t	CN¥13.2b	29.3x	75.1x	0.7x
Fri, 07 Nov 2025	CN¥1.0t	CN¥1.3t	CN¥13.2b	31.3x	78.8x	0.8x
Sun, 05 Oct 2025	CN¥1.0t	CN¥1.2t	CN¥14.7b	38.6x	70x	0.9x
Tue, 02 Sep 2025	CN¥1.0t	CN¥1.2t	CN¥14.4b	33x	70.7x	0.8x
Thu, 31 Jul 2025	CN¥940.6b	CN¥1.2t	CN¥15.2b	31.9x	62x	0.8x
Sat, 28 Jun 2025	CN¥884.9b	CN¥1.2t	CN¥15.2b	30.1x	58.4x	0.8x
Mon, 26 May 2025	CN¥926.9b	CN¥1.2t	CN¥15.2b	30.9x	61.1x	0.8x
Wed, 23 Apr 2025	CN¥849.1b	CN¥1.2t	CN¥21.9b	27.9x	38.8x	0.7x
Fri, 21 Mar 2025	CN¥876.7b	CN¥1.2t	CN¥19.1b	35.7x	45.9x	0.7x
Sun, 16 Feb 2025	CN¥901.5b	CN¥1.2t	CN¥19.2b	33x	47x	0.8x
Tue, 14 Jan 2025	CN¥830.1b	CN¥1.2t	CN¥19.1b	31.1x	43.4x	0.7x
Thu, 12 Dec 2024	CN¥916.5b	CN¥1.2t	CN¥19.3b	28.9x	47.5x	0.8x
Sat, 09 Nov 2024	CN¥872.2b	CN¥1.2t	CN¥19.3b	28.3x	45.2x	0.7x
Mon, 07 Oct 2024	CN¥757.5b	CN¥1.2t	CN¥21.5b	24.2x	35.3x	0.6x
Wed, 04 Sep 2024	CN¥629.1b	CN¥1.2t	CN¥21.6b	22.9x	29.2x	0.5x
Fri, 02 Aug 2024	CN¥714.3b	CN¥1.2t	CN¥19.0b	23.3x	37.5x	0.6x
Sun, 30 Jun 2024	CN¥674.7b	CN¥1.2t	CN¥19.1b	20.9x	35.2x	0.6x
Tue, 28 May 2024	CN¥696.4b	CN¥1.2t	CN¥19.1b	24x	36.4x	0.6x
Thu, 25 Apr 2024	CN¥718.5b	CN¥1.2t	CN¥22.1b	24.4x	32.5x	0.6x
Sat, 23 Mar 2024	CN¥764.2b	CN¥1.1t	CN¥20.5b	23.4x	37.4x	0.7x
Mon, 19 Feb 2024	CN¥622.4b	CN¥1.1t	CN¥20.5b	19.6x	30.4x	0.5x
Wed, 17 Jan 2024	CN¥632.4b	CN¥1.1t	CN¥20.4b	24.5x	31x	0.6x
Fri, 15 Dec 2023	CN¥734.9b	CN¥1.1t	CN¥20.4b	23.2x	36.1x	0.6x
Sun, 12 Nov 2023	CN¥721.8b	CN¥1.1t	CN¥20.4b	22.7x	35.4x	0.6x
Tue, 10 Oct 2023	CN¥665.4b	CN¥1.2t	CN¥21.2b	24x	31.4x	0.6x
Thu, 07 Sep 2023	CN¥629.1b	CN¥1.2t	CN¥21.2b	23.8x	29.7x	0.5x
Sat, 05 Aug 2023	CN¥683.1b	CN¥1.1t	CN¥17.7b	25.6x	38.7x	0.6x
Mon, 03 Jul 2023	CN¥606.0b	CN¥1.1t	CN¥17.6b	25x	34.4x	0.6x
Wed, 31 May 2023	CN¥568.5b	CN¥1.1t	CN¥17.9b	24x	31.8x	0.5x

Current Industry PE

Investors are optimistic on the Chinese Auto industry, and appear confident in long term growth rates.

The industry is trading at a PE ratio of 62.8x which is higher than its 3-year average PE of 48.4x.

The industry is trading close to its 3-year average PS ratio of 0.67x.

Past Earnings Growth

The earnings for companies in the Auto industry have declined 9.8% per year over the last three years.
Meanwhile revenues for these companies have grown 8.0% per year.
This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Chinese Consumer Discretionary industry?


CN Market	-0.042%
Consumer Discretionary	-1.75%
Auto	-2.60%
Automobile Manufacturers	-2.36%
Motorcycle Manufacturers	-4.06%

Industry PE

Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 66.7x.

Analysts are expecting annual earnings growth of 34.9%, which is higher than its past year's earnings growth of 4.1% per year.

Investors are most pessimistic about the Motorcycle Manufacturers industry, which is trading below its 3-year average of 21.2x.

Forecasted Growth

Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 35% over the next 5 years.
This is better than its past earnings growth rate of 4.1% per year.

In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 25% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company	Last Price	7D	1Y	Valuation
301322 Guangdong Lvtong New Energy Electric Vehicle Technology	CN¥57.00	37.3% +CN¥2.2b	119.2%	PE621.3x
601777 Chongqing Afari Technology	CN¥12.43	3.5% +CN¥1.9b	48.2%	PE498.5x
300825 IAT Automobile Technology	CN¥12.68	12.0% +CN¥660.1m	23.1%	PS6.4x
600303 Liaoning SG Automotive Group	CN¥3.83	19.7% +CN¥430.7m	-6.1%	PS1.9x

Company

Last Price

Valuation

301322 Guangdong Lvtong New Energy Electric Vehicle Technology

CN¥57.00

37.3%
+CN¥2.2b

119.2%

PE621.3x

601777 Chongqing Afari Technology

CN¥12.43

3.5%
+CN¥1.9b

48.2%

PE498.5x

300825 IAT Automobile Technology

CN¥12.68

12.0%
+CN¥660.1m

23.1%

PS6.4x

600303 Liaoning SG Automotive Group

CN¥3.83

19.7%
+CN¥430.7m

-6.1%

PS1.9x

China Changan Automobile Group Launches BlueCore HEV Tailored For MEA Market

China Changan Automobile Group recently unveiled its latest hybrid innovation, BlueCore HEV, at a global launch event in Chongqing, China — introducing a new energy-efficient driving solution designed to reduce urban fuel consumption and eliminate the need for charging. Combining advanced hybrid engineering with AI cloud-based energy management, BlueCore HEV operates as a self-charging system that intelligently optimizes energy balance, eliminating the need for external charging. Real-world testing recorded urban fuel consumption as low as 2.98L/100km for sedans. Developed for global users, BlueCore HEV offers standard refueling convenience alongside electric smoothness and freedom from range anxiety. For the Middle East and Africa, this addresses extreme summer temperatures exceeding 45°C and uneven charging infrastructure. In congested cities like Riyadh, Cairo and Casablanca, the system delivers improved fuel efficiency in stop-and-go traffic, providing a practical solution aligned with regional driving realities. Developed over six years by 1,000 engineers with an investment of more than RMB 2,000 million, the system masters 163 technologies. BlueCore HEV balances fuel and electric power through intelligent control for a more efficient and seamless driving experience. Designed with real-world usage in mind, BlueCore HEV delivers: Lower fuel consumption, particularly in city driving; Seamless transitions between electric and fuel power; A quieter, more refined driving experience; Reliable performance across diverse and extreme conditions. The system has undergone more than 2 million kilometres of full-vehicle reliability validation, over 70 special-road tests, 350 hours of uninterrupted bench testing, and more than 1,000 hours of extreme-condition testing. This innovation draws on Changan's powertrain evolution—from its first self-developed engine in 2012 to the BlueCore power brand in 2019. Now trusted by over ten million users worldwide, BlueCore HEV will serve as a core foundation for Changan's expanding portfolio, contributing fresh momentum to the global development of hybrid mobility.

Chinese (SSE) Auto Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Guangzhou Automobile Group Co., Ltd., Annual General Meeting, Jun 12, 2026

China Changan Automobile Group Launches BlueCore HEV Tailored For MEA Market

Now 21% undervalued after recent price drop

New minor risk - Earnings quality

Price target increased by 32% to CN¥9.00

New minor risk - Share price stability

IAT Automobile Technology Co., Ltd., Annual General Meeting, May 20, 2026

First quarter 2026 earnings released: EPS: CN¥1.62 (vs CN¥0.79 in 1Q 2025)

SAIC Motor Corporation Limited, Annual General Meeting, Jun 26, 2026

Price target increased by 14% to CN¥62.55

New major risk - Financial position

Full year 2025 earnings released: EPS: CN¥0.02 (vs CN¥0.01 in FY 2024)