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Chinese (SSE) Industrials Sector Analysis

UpdatedNov 07, 2025
DataAggregated Company Financials
Companies1340
  • 7D1.4%
  • 3M15.8%
  • 1Y22.5%
  • YTD32.4%

The Industrials is pretty flat in the last 7 days, but Sungrow Power Supply has stood out, gaining 4.7%. As for the the longer term, the industry is up 22% over the past 12 months. Looking forward, earnings are forecast to grow by 28% annually.

Sector Valuation and Performance

Has the Chinese Industrials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 07 Nov 2025CN¥19.6tCN¥16.7tCN¥563.2b45.7x34.7x1.2x
Sun, 05 Oct 2025CN¥19.0tCN¥16.6tCN¥540.9b44.7x35.2x1.1x
Tue, 02 Sep 2025CN¥17.7tCN¥16.6tCN¥546.2b44.4x32.5x1.1x
Thu, 31 Jul 2025CN¥16.4tCN¥16.6tCN¥538.2b40.3x30.4x1x
Sat, 28 Jun 2025CN¥15.3tCN¥16.5tCN¥538.5b37.3x28.4x0.9x
Mon, 26 May 2025CN¥14.9tCN¥16.5tCN¥537.2b36.5x27.8x0.9x
Wed, 23 Apr 2025CN¥14.3tCN¥16.5tCN¥558.6b34x25.6x0.9x
Fri, 21 Mar 2025CN¥15.7tCN¥16.5tCN¥556.6b38.2x28.1x1x
Sun, 16 Feb 2025CN¥14.8tCN¥16.5tCN¥555.8b33.8x26.7x0.9x
Tue, 14 Jan 2025CN¥13.8tCN¥16.3tCN¥550.9b30.1x25x0.8x
Thu, 12 Dec 2024CN¥15.3tCN¥16.4tCN¥552.4b35x27.7x0.9x
Sat, 09 Nov 2024CN¥15.3tCN¥16.4tCN¥550.4b33.9x27.8x0.9x
Mon, 07 Oct 2024CN¥14.1tCN¥16.6tCN¥572.9b30.9x24.6x0.9x
Wed, 04 Sep 2024CN¥11.5tCN¥16.6tCN¥572.9b25.2x20.1x0.7x
Fri, 02 Aug 2024CN¥12.2tCN¥16.7tCN¥585.0b27.1x20.9x0.7x
Sun, 30 Jun 2024CN¥12.2tCN¥16.7tCN¥582.8b26.9x20.9x0.7x
Tue, 28 May 2024CN¥13.1tCN¥16.7tCN¥578.8b29x22.6x0.8x
Thu, 25 Apr 2024CN¥12.7tCN¥16.7tCN¥573.1b28.1x22.1x0.8x
Sat, 23 Mar 2024CN¥12.9tCN¥16.7tCN¥560.0b29.9x23.1x0.8x
Mon, 19 Feb 2024CN¥11.5tCN¥16.6tCN¥554.5b24.8x20.8x0.7x
Wed, 17 Jan 2024CN¥12.7tCN¥16.6tCN¥556.7b30.8x22.8x0.8x
Fri, 15 Dec 2023CN¥12.9tCN¥16.5tCN¥557.5b31.8x23.1x0.8x
Sun, 12 Nov 2023CN¥13.3tCN¥16.5tCN¥558.2b32.7x23.8x0.8x
Tue, 10 Oct 2023CN¥13.6tCN¥16.3tCN¥537.1b33.2x25.4x0.8x
Thu, 07 Sep 2023CN¥14.1tCN¥16.3tCN¥536.9b34x26.3x0.9x
Sat, 05 Aug 2023CN¥14.9tCN¥16.2tCN¥523.4b35x28.4x0.9x
Mon, 03 Jul 2023CN¥14.8tCN¥16.1tCN¥515.9b35.5x28.6x0.9x
Wed, 31 May 2023CN¥14.4tCN¥16.1tCN¥512.6b34.7x28.1x0.9x
Fri, 28 Apr 2023CN¥14.5tCN¥15.6tCN¥495.0b33.4x29.3x0.9x
Sun, 26 Mar 2023CN¥14.5tCN¥15.3tCN¥468.4b35.4x31x0.9x
Tue, 21 Feb 2023CN¥14.8tCN¥15.2tCN¥458.9b35.6x32.3x1x
Thu, 19 Jan 2023CN¥14.4tCN¥15.1tCN¥454.4b33.4x31.7x1x
Sat, 17 Dec 2022CN¥14.1tCN¥15.1tCN¥454.1b32.8x31x0.9x
Mon, 14 Nov 2022CN¥14.3tCN¥15.1tCN¥452.6b33.9x31.5x0.9x
Price to Earnings Ratio

31.5x


Total Market Cap: CN¥14.3tTotal Earnings: CN¥452.6bTotal Revenue: CN¥15.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Industrials Sector Price to Earnings3Y Average 26.6x202320242025
Current Industry PE
  • Investors are optimistic on the Chinese Industrials industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 33.8x which is higher than its 3-year average PE of 26.6x.
  • The 3-year average PS ratio of 0.87x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 7.5% per year over the last three years.
  • Revenues for these companies have grown 3.5% 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 Industrials sector?

CN Market0.28%
Industrials1.41%
Trade Distributors5.64%
Airlines2.91%
Electrical2.84%
Commercial Services2.29%
Professional Services1.79%
Infrastructure0.84%
Building0.76%
Construction0.75%
Machinery0.27%
Marine and Shipping0.23%
Transportation0.22%
Logistics-0.35%
Aerospace & Defense-0.57%
Industrials-1.91%
Industry PE
  • Investors are most optimistic about the Commercial Services industry which is trading above its 3-year average PE ratio of 102x.
    • Analysts are expecting annual earnings growth of 40.4%, which is higher than its past year's earnings growth of 0.02% per year.
Forecasted Growth
  • Analysts are most optimistic on the Airlines industry, expecting annual earnings growth of 85% over the next 5 years.
  • This is better than its past earnings decline of 8.2% per year.
  • In contrast, the Infrastructure industry is expected to see its earnings grow by 4.4% 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
600089 TBEACN¥25.4422.6%
+CN¥23.5b		77.2%PE24.6x
300274 Sungrow Power SupplyCN¥205.405.5%
+CN¥22.0b		126.2%PE27.5x
002028 Sieyuan ElectricCN¥147.7014.0%
+CN¥14.2b		86.5%PE42x
601061 CITIC MetalCN¥15.0422.1%
+CN¥13.3b		77.1%PE25.9x
605117 Ningbo Deye Technology GroupCN¥86.2515.4%
+CN¥10.5b		34.0%PE25.5x

Latest News

605117
CN¥86.25
Ningbo Deye Technology Group
7D
15.4%
1Y
34.0%
600089
CN¥25.44
TBEA
7D
22.6%
1Y
77.2%
002028
CN¥147.70
Sieyuan Electric
7D
14.0%
1Y
86.5%
601668
CN¥5.42
China State Construction Engineering
7D
-4.2%
1Y
-17.1%
600406
CN¥25.35
NARI Technology
7D
4.1%
1Y
-7.0%
300450
CN¥53.82
Wuxi Lead Intelligent EquipmentLTD
7D
-9.2%
1Y
162.0%
300274
CN¥205.40
Sungrow Power Supply
7D
5.5%
1Y
126.2%
600760
CN¥60.66
AVIC Shenyang Aircraft
7D
-3.1%
1Y
9.3%
601877
CN¥32.55
Zhejiang Chint Electrics
7D
12.8%
1Y
37.2%
300748
CN¥36.42
JL Mag Rare-Earth
7D
-13.4%
1Y
54.6%
601179
CN¥9.78
China XD Electric
7D
23.8%
1Y
11.1%
601061
CN¥15.04
CITIC Metal
7D
22.1%
1Y
77.1%
300124
CN¥74.50
Shenzhen Inovance TechnologyLtd
7D
-3.2%
1Y
19.4%

Leveraging Belt And Road Initiative Will Boost Overseas Expansion And Demand

Narrative Update on Shenzhen Inovance Technology Ltd.: Analyst Price Target Adjustment Analysts have raised their fair value estimate for Shenzhen Inovance Technology Ltd. from ¥85.43 to ¥86.42.
301377
CN¥118.56
Guangdong Dtech Technology
7D
-13.9%
1Y
465.6%
603799
CN¥62.18
Zhejiang Huayou Cobalt
7D
-5.1%
1Y
73.0%
300750
CN¥394.68
Contemporary Amperex Technology
7D
-0.9%
1Y
50.2%