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Chinese (SSE) Banks Industry Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies32
  • 7D-0.6%
  • 3M-7.8%
  • 1Y-1.1%
  • YTD-6.0%

Over the last 7 days, the Banks industry has remained flat, although notably CNPC Capital gained 10%. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 6.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 04 Mar 2026CN¥4.2tCN¥1.7tCN¥693.5b6.1x6.1x2.5x
Fri, 30 Jan 2026CN¥4.2tCN¥1.7tCN¥688.2b6.1x6.1x2.5x
Sun, 28 Dec 2025CN¥4.5tCN¥1.5tCN¥668.6b6.2x6.7x2.9x
Tue, 25 Nov 2025CN¥4.5tCN¥1.5tCN¥668.6b6.2x6.8x3x
Thu, 23 Oct 2025CN¥4.6tCN¥1.5tCN¥674.4b6.3x6.8x3x
Sat, 20 Sep 2025CN¥4.0tCN¥1.4tCN¥610.3b6x6.5x2.9x
Mon, 18 Aug 2025CN¥4.3tCN¥1.4tCN¥600.9b6.5x7.1x3.1x
Wed, 16 Jul 2025CN¥4.5tCN¥1.4tCN¥596.4b7x7.6x3.3x
Fri, 13 Jun 2025CN¥4.3tCN¥1.4tCN¥596.4b6.6x7.2x3.2x
Sun, 11 May 2025CN¥4.0tCN¥1.4tCN¥597.2b6.3x6.7x2.9x
Tue, 08 Apr 2025CN¥3.7tCN¥1.4tCN¥604.0b5.7x6.1x2.6x
Thu, 06 Mar 2025CN¥3.9tCN¥1.5tCN¥722.1b6x5.3x2.5x
Sat, 01 Feb 2025CN¥3.8tCN¥1.5tCN¥605.2b6x6.3x2.6x
Mon, 30 Dec 2024CN¥3.7tCN¥1.3tCN¥589.3b6x6.3x2.8x
Wed, 27 Nov 2024CN¥3.5tCN¥1.3tCN¥589.3b5.8x5.9x2.6x
Fri, 25 Oct 2024CN¥3.6tCN¥1.3tCN¥594.9b5.8x6.1x2.7x
Sun, 22 Sep 2024CN¥3.0tCN¥1.3tCN¥594.3b4.8x5x2.2x
Tue, 20 Aug 2024CN¥3.2tCN¥1.3tCN¥587.3b5.4x5.4x2.4x
Thu, 18 Jul 2024CN¥3.3tCN¥1.3tCN¥581.9b5.4x5.6x2.4x
Sat, 15 Jun 2024CN¥3.2tCN¥1.3tCN¥581.9b5.4x5.5x2.4x
Mon, 13 May 2024CN¥3.3tCN¥1.3tCN¥582.0b5.5x5.7x2.5x
Wed, 10 Apr 2024CN¥3.1tCN¥1.5tCN¥593.8b5.3x5.2x2.1x
Fri, 08 Mar 2024CN¥3.1tCN¥1.4tCN¥608.1b5.1x5x2.1x
Sun, 04 Feb 2024CN¥2.9tCN¥1.4tCN¥602.6b4.9x4.8x2.1x
Tue, 02 Jan 2024CN¥2.8tCN¥1.4tCN¥595.1b4.9x4.6x2x
Thu, 30 Nov 2023CN¥2.8tCN¥1.4tCN¥595.1b4.7x4.7x2.1x
Sat, 28 Oct 2023CN¥3.0tCN¥1.4tCN¥600.3b5.1x4.9x2.2x
Mon, 25 Sep 2023CN¥3.1tCN¥1.4tCN¥599.9b5.4x5.1x2.3x
Wed, 23 Aug 2023CN¥2.9tCN¥1.3tCN¥586.0b5.4x5x2.2x
Fri, 21 Jul 2023CN¥2.9tCN¥1.3tCN¥585.4b5.2x5x2.2x
Sun, 18 Jun 2023CN¥3.0tCN¥1.3tCN¥585.4b5.3x5.2x2.3x
Tue, 16 May 2023CN¥3.2tCN¥1.3tCN¥585.8b5.6x5.4x2.4x
Thu, 13 Apr 2023CN¥3.0tCN¥1.5tCN¥588.2b5.5x5.1x2.1x
Sat, 11 Mar 2023CN¥3.0tCN¥1.4tCN¥611.0b5.6x5x2.1x
Price to Earnings Ratio

5x


Total Market Cap: CN¥3.0tTotal Earnings: CN¥611.0bTotal Revenue: CN¥1.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Banks Industry Price to Earnings3Y Average 5.8x202420252026
Current Industry PE
  • Investors are relatively neutral on the Chinese Banks 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 5.8x.
  • The industry is trading close to its 3-year average PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Banks industry have grown 4.3% per year over the last three years.
  • Revenues for these companies have grown 6.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Chinese Financials industry?

CN Market2.79%
Financials-0.93%
Banks-0.60%
Regional Banks-0.29%
Diversified Banks-0.70%
Industry PE
  • Investors are most optimistic about the Regional Banks industry, which is trading close to its 3-year average PE ratio of 5.6x.
    • Analysts are expecting annual earnings growth of 9.4%, which is higher than its past year's earnings growth of 7.3% per year.
  • Investors are most pessimistic about the Diversified Banks industry, which is trading close to its 3-year average of 5.9x.
Forecasted Growth
  • Analysts are most optimistic on the Regional Banks industry, expecting annual earnings growth of 9.4% over the next 5 years.
  • This is better than its past earnings growth rate of 7.3% per year.
  • In contrast, the Diversified Banks industry is expected to see its earnings grow by 4.9% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
000617 CNPC CapitalCN¥9.476.0%
+CN¥6.8b		47.7%PB1.1x
002142 Bank of NingboCN¥32.143.0%
+CN¥6.3b		31.1%PB0.9x
600036 China Merchants BankCN¥39.180.6%
+CN¥6.1b		-6.3%PB0.8x
600919 Bank of JiangsuCN¥10.471.5%
+CN¥2.8b		12.7%PB0.6x
601838 Bank of ChengduCN¥16.763.8%
+CN¥2.6b		4.0%PB0.7x

Latest News

600036
CN¥39.18
China Merchants Bank
7D
0.6%
1Y
-6.3%

600036: Stable Margins And Governance Changes Will Support Future Returns

Analysts have nudged their price target for China Merchants Bank slightly higher to align with a revised fair value estimate of about CN¥52.79. This reflects small adjustments to assumptions around discount rate, revenue growth, profit margins and future P/E.
000001
CN¥10.88
Ping An Bank
7D
-0.3%
1Y
-5.5%

000001: December Governance Meeting Will Support Rerating Toward Higher Future Share Price

Analysts have made a small adjustment to their Ping An Bank price target, now set around CN¥16.70. This reflects updated assumptions for revenue growth, profit margin and forward P/E, while keeping their overall fair value view largely unchanged.
601166
CN¥18.44
Industrial Bank
7D
0.5%
1Y
-11.4%

601166: Higher Required Return And January Meeting Will Shape Fairly Balanced Outlook

Analysts have nudged their price target for Industrial Bank slightly higher to CN¥18.03 from CN¥17.95, citing updated assumptions around discount rates, revenue growth, profit margins and forward P/E multiples. What's in the News Industrial Bank has scheduled a Special or Extraordinary Shareholders Meeting for January 20, 2026, at 09:30 China Standard Time.
002839
CN¥4.54
Jiangsu Zhangjiagang Rural Commercial Bank
7D
-1.7%
1Y
9.4%
600926
CN¥16.48
Bank of Hangzhou
7D
1.2%
1Y
13.1%
601818
CN¥3.26
China Everbright Bank
7D
-0.6%
1Y
-13.3%
000617
CN¥9.47
CNPC Capital
7D
6.0%
1Y
47.7%
601998
CN¥7.28
China CITIC Bank
7D
-0.8%
1Y
7.1%
002142
CN¥32.14
Bank of Ningbo
7D
3.0%
1Y
31.1%
601838
CN¥16.76
Bank of Chengdu
7D
3.8%
1Y
4.0%
601577
CN¥9.75
Bank of Changsha
7D
-1.6%
1Y
12.7%
600919
CN¥10.47
Bank of Jiangsu
7D
1.5%
1Y
12.7%
601009
CN¥11.37
Bank of Nanjing
7D
1.3%
1Y
12.7%
601229
CN¥9.86
Bank of Shanghai
7D
-0.3%
1Y
5.0%
601665
CN¥5.71
Qilu Bank
7D
-0.9%
1Y
-5.9%
600000
CN¥9.73
Shanghai Pudong Development Bank
7D
-1.7%
1Y
-3.7%