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
Wed, 24 Jun 2026	CN¥659.9b	CN¥1.4t	CN¥13.1b	17.3x	50.4x	0.5x
Fri, 22 May 2026	CN¥822.1b	CN¥1.4t	CN¥13.1b	18.9x	62.7x	0.6x
Sun, 19 Apr 2026	CN¥888.3b	CN¥1.4t	CN¥13.6b	25.3x	65.2x	0.7x
Tue, 17 Mar 2026	CN¥944.1b	CN¥1.3t	CN¥13.2b	28.3x	71.4x	0.7x
Thu, 12 Feb 2026	CN¥991.7b	CN¥1.3t	CN¥13.4b	30.4x	74.2x	0.7x
Sat, 10 Jan 2026	CN¥1.0t	CN¥1.3t	CN¥13.2b	31.1x	77.9x	0.8x
Mon, 08 Dec 2025	CN¥1.0t	CN¥1.3t	CN¥13.2b	30.1x	75.9x	0.7x
Wed, 05 Nov 2025	CN¥1.1t	CN¥1.3t	CN¥13.2b	31.1x	80.4x	0.8x
Fri, 03 Oct 2025	CN¥1.0t	CN¥1.2t	CN¥14.7b	38.6x	70x	0.9x
Sun, 31 Aug 2025	CN¥1.0t	CN¥1.2t	CN¥14.5b	33.9x	69x	0.9x
Tue, 29 Jul 2025	CN¥947.8b	CN¥1.2t	CN¥15.2b	31.6x	62.4x	0.8x
Thu, 26 Jun 2025	CN¥899.6b	CN¥1.2t	CN¥15.2b	30.5x	59.3x	0.8x
Sat, 24 May 2025	CN¥926.9b	CN¥1.2t	CN¥15.2b	30.9x	61.1x	0.8x
Mon, 21 Apr 2025	CN¥845.8b	CN¥1.2t	CN¥21.8b	27.2x	38.8x	0.7x
Wed, 19 Mar 2025	CN¥877.8b	CN¥1.2t	CN¥19.1b	34.5x	46x	0.8x
Fri, 14 Feb 2025	CN¥893.6b	CN¥1.2t	CN¥19.2b	31.9x	46.6x	0.8x
Sun, 12 Jan 2025	CN¥842.3b	CN¥1.2t	CN¥19.3b	28.8x	43.6x	0.7x
Tue, 10 Dec 2024	CN¥917.5b	CN¥1.2t	CN¥19.3b	28.3x	47.5x	0.8x
Thu, 07 Nov 2024	CN¥865.9b	CN¥1.2t	CN¥19.3b	28.4x	44.9x	0.7x
Sat, 05 Oct 2024	CN¥757.4b	CN¥1.2t	CN¥21.5b	24.2x	35.3x	0.6x
Mon, 02 Sep 2024	CN¥635.6b	CN¥1.2t	CN¥21.6b	22.8x	29.5x	0.5x
Wed, 31 Jul 2024	CN¥690.3b	CN¥1.2t	CN¥19.0b	22.7x	36.2x	0.6x
Fri, 28 Jun 2024	CN¥659.2b	CN¥1.2t	CN¥19.1b	20.8x	34.4x	0.6x
Sun, 26 May 2024	CN¥688.6b	CN¥1.2t	CN¥19.1b	23.8x	36x	0.6x
Tue, 23 Apr 2024	CN¥737.7b	CN¥1.2t	CN¥20.5b	24x	36x	0.6x
Thu, 21 Mar 2024	CN¥773.1b	CN¥1.1t	CN¥20.5b	23.1x	37.8x	0.7x
Sat, 17 Feb 2024	CN¥622.4b	CN¥1.1t	CN¥20.5b	19.6x	30.4x	0.5x
Mon, 15 Jan 2024	CN¥626.6b	CN¥1.1t	CN¥20.4b	24.6x	30.7x	0.5x
Wed, 13 Dec 2023	CN¥743.4b	CN¥1.1t	CN¥20.4b	23.5x	36.5x	0.7x
Fri, 10 Nov 2023	CN¥747.5b	CN¥1.1t	CN¥21.2b	22.9x	35.3x	0.7x
Sun, 08 Oct 2023	CN¥644.8b	CN¥1.2t	CN¥21.2b	23.9x	30.4x	0.6x
Tue, 05 Sep 2023	CN¥629.1b	CN¥1.2t	CN¥21.2b	23.9x	29.6x	0.5x
Thu, 03 Aug 2023	CN¥691.5b	CN¥1.1t	CN¥17.7b	25.9x	39.2x	0.6x
Sat, 01 Jul 2023	CN¥606.1b	CN¥1.1t	CN¥17.6b	25x	34.5x	0.6x

Current Industry PE

Investors are relatively neutral on the Chinese Auto industry at the moment, indicating that they anticipate long term growth rates to remain steady.

The industry is trading close to its 3-year average PE ratio of 49.0x.

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 9.4% per year over the last three years.
Meanwhile revenues for these companies have grown 8.1% 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	0.70%
Consumer Discretionary	-3.14%
Auto	-5.70%
Motorcycle Manufacturers	-1.71%
Automobile Manufacturers	-6.37%

Industry PE

Investors are most optimistic about the Automobile Manufacturers industry which is trading above its 3-year average PE ratio of 68.5x.

Analysts are expecting annual earnings growth of 33.3%, 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 20.9x.

Forecasted Growth

Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 33% 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 24% 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¥63.75	11.6% +CN¥947.2m	123.0%	PE701.7x
301345 Zhejiang Taotao Vehicles	CN¥214.80	2.5% +CN¥578.0m	117.0%	PE25.8x
603766 Loncin Motor	CN¥11.49	0.6% +CN¥143.7m	-11.5%	PE14.6x
300825 IAT Automobile Technology	CN¥16.85	0.2% +CN¥19.4m	58.8%	PS8.6x

Company

Last Price

Valuation

301322 Guangdong Lvtong New Energy Electric Vehicle Technology

CN¥63.75

11.6%
+CN¥947.2m

123.0%

PE701.7x

301345 Zhejiang Taotao Vehicles

CN¥214.80

2.5%
+CN¥578.0m

117.0%

PE25.8x

603766 Loncin Motor

CN¥11.49

0.6%
+CN¥143.7m

-11.5%

PE14.6x

300825 IAT Automobile Technology

CN¥16.85

0.2%
+CN¥19.4m

58.8%

PS8.6x

DFSK Unveils Right-Hand-Drive E5 Plus At 2026 International Automotive and Supply Chain Expo in Hong Kong

DFSK, the new energy vehicle brand under SERES Group unveiled the right-hand-drive (RHD) version of the E5 PLUS at the 2026 International Automotive & Supply Chain Expo (Hong Kong), marking a major milestone in the brand's global expansion. The debut of the E5 PLUS RHD not only broadens DFSK's product portfolio, but also reflects the brand's continued evolution into a global provider of intelligent, green mobility solutions designed around the needs of local markets. The E5 PLUS is a strategic global new energy model developed to meet the needs of modern family mobility. Powered by the SERES Super Hybrid System, the E5 PLUS intelligently adapts its driving modes to different road conditions through advanced energy management, delivering both efficiency and confidence on longer journeys with a combined driving range of up to 1,200km WLTP. The intelligent driving variant of the E5 PLUS RHD features driver assistance solution equipped with 5mm-wave radars and 22 sensing units, complemented by functions including a 540-degree panoramic view, enhancing convenience and safety across daily commuting and more challenging driving environments. Recognizing the unique characteristics of RHD markets, particularly across Southeast Asia, the E5 PLUS RHD has been specifically optimized for regional driving conditions, weather patterns and user preferences. Driver assistance functions such as Lane Centering Control (LCC) and Adaptive Cruise Control (ACC) have been refined for local driving scenarios, while voice interaction and user interface logic have been adapted to regional usage habits. The infotainment system now supports Traditional Chinese (Hong Kong), Thai, Indonesian, Malay and Vietnamese, alongside an upgraded connected ecosystem offering seamless compatibility with systems and applications like CarPlay and Spotify, creating a more intuitive and enjoyable ownership experience. The E5 PLUS RHD will be progressively introduced across markets including Indonesia and Hong Kong SAR, offering customers an attractive combination of intelligent technology, practicality and value.

Chinese (SSE) Auto Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

DFSK Unveils Right-Hand-Drive E5 Plus At 2026 International Automotive and Supply Chain Expo in Hong Kong

GAC Group Announces Strategic Upgrade of Hong Kong Action 2.0 Plan and Debuts New E9 Premium and AION UT Elite

Price target decreased by 11% to CN¥10.92

Anhui Jianghuai Automobile Group Corp.,Ltd. (SHSE:600418) announces an Equity Buyback for CNY 100 million worth of its shares.

Ninebot Limited, Annual General Meeting, Jun 26, 2026

Price target increased by 12% to CN¥20.56

New minor risk - Share price stability

Dividend of CN¥0.05 announced

New minor risk - Earnings quality

Price target increased by 32% to CN¥9.00

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