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
Thu, 21 May 2026	CN¥813.7b	CN¥1.4t	CN¥13.1b	19.2x	62.1x	0.6x
Sat, 18 Apr 2026	CN¥888.3b	CN¥1.4t	CN¥13.6b	25.3x	65.2x	0.7x
Mon, 16 Mar 2026	CN¥944.1b	CN¥1.3t	CN¥13.2b	28.3x	71.4x	0.7x
Wed, 11 Feb 2026	CN¥984.0b	CN¥1.3t	CN¥13.4b	30.3x	73.6x	0.7x
Fri, 09 Jan 2026	CN¥1.0t	CN¥1.3t	CN¥13.2b	31.1x	77.5x	0.8x
Sun, 07 Dec 2025	CN¥1.0t	CN¥1.3t	CN¥13.2b	30.1x	75.9x	0.7x
Tue, 04 Nov 2025	CN¥1.1t	CN¥1.3t	CN¥13.2b	31.7x	81x	0.8x
Thu, 02 Oct 2025	CN¥1.0t	CN¥1.2t	CN¥14.7b	38.6x	70x	0.9x
Sat, 30 Aug 2025	CN¥1.0t	CN¥1.2t	CN¥14.5b	33.9x	69.1x	0.9x
Mon, 28 Jul 2025	CN¥938.9b	CN¥1.2t	CN¥15.2b	31.4x	61.9x	0.8x
Wed, 25 Jun 2025	CN¥889.1b	CN¥1.2t	CN¥15.2b	31x	58.6x	0.8x
Fri, 23 May 2025	CN¥921.2b	CN¥1.2t	CN¥14.2b	30.9x	64.9x	0.8x
Sun, 20 Apr 2025	CN¥845.8b	CN¥1.2t	CN¥21.8b	27.2x	38.8x	0.7x
Tue, 18 Mar 2025	CN¥872.8b	CN¥1.2t	CN¥19.1b	34.7x	45.7x	0.7x
Thu, 13 Feb 2025	CN¥901.0b	CN¥1.2t	CN¥19.2b	31x	46.9x	0.8x
Sat, 11 Jan 2025	CN¥842.3b	CN¥1.2t	CN¥19.3b	28.8x	43.6x	0.7x
Mon, 09 Dec 2024	CN¥902.1b	CN¥1.2t	CN¥19.3b	28.5x	46.7x	0.8x
Wed, 06 Nov 2024	CN¥865.2b	CN¥1.2t	CN¥19.3b	28.2x	44.8x	0.7x
Fri, 04 Oct 2024	CN¥757.4b	CN¥1.2t	CN¥21.5b	24.2x	35.3x	0.6x
Sun, 01 Sep 2024	CN¥636.2b	CN¥1.2t	CN¥21.6b	22.8x	29.5x	0.5x
Tue, 30 Jul 2024	CN¥702.7b	CN¥1.2t	CN¥19.0b	21.9x	36.9x	0.6x
Thu, 27 Jun 2024	CN¥666.1b	CN¥1.2t	CN¥19.1b	21.5x	34.8x	0.6x
Sat, 25 May 2024	CN¥689.1b	CN¥1.2t	CN¥19.1b	23.8x	36x	0.6x
Mon, 22 Apr 2024	CN¥737.7b	CN¥1.2t	CN¥20.5b	24x	36x	0.6x
Wed, 20 Mar 2024	CN¥765.7b	CN¥1.1t	CN¥20.5b	22.8x	37.4x	0.7x
Fri, 16 Feb 2024	CN¥622.4b	CN¥1.1t	CN¥20.5b	19.6x	30.4x	0.5x
Sun, 14 Jan 2024	CN¥626.6b	CN¥1.1t	CN¥20.4b	24.6x	30.7x	0.5x
Tue, 12 Dec 2023	CN¥739.9b	CN¥1.1t	CN¥20.4b	23.7x	36.3x	0.6x
Thu, 09 Nov 2023	CN¥753.8b	CN¥1.1t	CN¥21.2b	22.9x	35.6x	0.7x
Sat, 07 Oct 2023	CN¥644.8b	CN¥1.2t	CN¥21.2b	23.9x	30.4x	0.6x
Mon, 04 Sep 2023	CN¥613.0b	CN¥1.2t	CN¥21.3b	23.8x	28.8x	0.5x
Wed, 02 Aug 2023	CN¥694.4b	CN¥1.1t	CN¥17.7b	25.5x	39.3x	0.6x
Fri, 30 Jun 2023	CN¥607.5b	CN¥1.1t	CN¥17.6b	25x	34.4x	0.6x
Sun, 28 May 2023	CN¥563.9b	CN¥1.1t	CN¥17.9b	23.8x	31.5x	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 63.2x which is higher than its 3-year average PE of 48.3x.

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 9.9% 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	-2.42%
Consumer Discretionary	-2.42%
Auto	-6.67%
Automobile Manufacturers	-6.62%
Motorcycle Manufacturers	-7.00%

Industry PE

Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 66.5x.

Analysts are expecting annual earnings growth of 35.2%, 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.

	Company	Last Price	7D	1Y	Valuation
	301322 Guangdong Lvtong New Energy Electric Vehicle Technology	CN¥54.12	31.4% +CN¥1.8b	103.3%	PE589.9x
	300825 IAT Automobile Technology	CN¥13.22	22.6% +CN¥1.2b	24.4%	PS6.7x

Company

Last Price

Valuation

301322 Guangdong Lvtong New Energy Electric Vehicle Technology

CN¥54.12

31.4%
+CN¥1.8b

103.3%

PE589.9x

300825 IAT Automobile Technology

CN¥13.22

22.6%
+CN¥1.2b

24.4%

PS6.7x

New minor risk - Share price stability

The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 26% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).

Chinese (SSE) Auto Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

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)

First quarter 2026 earnings released: CN¥0.06 loss per share (vs CN¥0.07 loss in 1Q 2025)

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

Price target increased by 14% to CN¥62.55

Chongqing Changan Automobile Company Limited, Annual General Meeting, May 22, 2026