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Chinese (SSE) Industrials Sector Analysis
UpdatedJul 20, 2026
DataAggregated Company Financials
Companies1348
- 7D-8.6%
- 3M-18.7%
- 1Y5.2%
- YTD-13.7%
The Industrials industry is down 8.6% over the last week with CETC Lantian Technology the worst performer, down 35%. Over the past 12 months, the industry was up 5.2%. As for the next few years, earnings are expected to grow by 25% per annum.
Sector Valuation and Performance
Has the Chinese Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 20 Jul 2026 | CN¥17.6t | CN¥17.2t | CN¥585.0b | 38.9x | 30.1x | 1x |
| Wed, 17 Jun 2026 | CN¥21.0t | CN¥17.2t | CN¥581.8b | 48.5x | 36.1x | 1.2x |
| Fri, 15 May 2026 | CN¥22.1t | CN¥17.1t | CN¥584.2b | 52.9x | 37.8x | 1.3x |
| Sun, 12 Apr 2026 | CN¥20.7t | CN¥16.9t | CN¥574.4b | 48.1x | 36x | 1.2x |
| Tue, 10 Mar 2026 | CN¥21.3t | CN¥16.8t | CN¥565.7b | 50.9x | 37.6x | 1.3x |
| Thu, 05 Feb 2026 | CN¥20.9t | CN¥16.8t | CN¥565.3b | 49.7x | 37x | 1.2x |
| Sat, 03 Jan 2026 | CN¥19.5t | CN¥16.8t | CN¥565.0b | 44.8x | 34.6x | 1.2x |
| Mon, 01 Dec 2025 | CN¥18.6t | CN¥16.7t | CN¥562.6b | 43.8x | 33.1x | 1.1x |
| Wed, 29 Oct 2025 | CN¥19.1t | CN¥16.7t | CN¥563.1b | 45.1x | 33.9x | 1.1x |
| Fri, 26 Sep 2025 | CN¥18.8t | CN¥16.6t | CN¥540.1b | 44.8x | 34.7x | 1.1x |
| Sun, 24 Aug 2025 | CN¥17.5t | CN¥16.6t | CN¥545.2b | 43.9x | 32x | 1.1x |
| Tue, 22 Jul 2025 | CN¥16.3t | CN¥16.5t | CN¥537.5b | 40.3x | 30.2x | 1x |
| Thu, 19 Jun 2025 | CN¥15.0t | CN¥16.5t | CN¥538.3b | 36.6x | 27.9x | 0.9x |
| Sat, 17 May 2025 | CN¥15.0t | CN¥16.5t | CN¥541.1b | 37.4x | 27.8x | 0.9x |
| Mon, 14 Apr 2025 | CN¥14.2t | CN¥16.5t | CN¥565.4b | 32.9x | 25x | 0.9x |
| Wed, 12 Mar 2025 | CN¥15.5t | CN¥16.5t | CN¥554.4b | 37.2x | 28x | 0.9x |
| Fri, 07 Feb 2025 | CN¥14.6t | CN¥16.5t | CN¥555.4b | 33.7x | 26.2x | 0.9x |
| Sun, 05 Jan 2025 | CN¥13.9t | CN¥16.4t | CN¥553.1b | 30.5x | 25.1x | 0.8x |
| Tue, 03 Dec 2024 | CN¥15.0t | CN¥16.4t | CN¥551.9b | 33.7x | 27.2x | 0.9x |
| Thu, 31 Oct 2024 | CN¥14.3t | CN¥16.5t | CN¥565.0b | 31.9x | 25.3x | 0.9x |
| Sat, 28 Sep 2024 | CN¥12.8t | CN¥16.6t | CN¥572.9b | 27.5x | 22.4x | 0.8x |
| Mon, 26 Aug 2024 | CN¥11.5t | CN¥16.8t | CN¥585.4b | 24.6x | 19.6x | 0.7x |
| Wed, 24 Jul 2024 | CN¥11.8t | CN¥16.7t | CN¥583.1b | 25.6x | 20.3x | 0.7x |
| Fri, 21 Jun 2024 | CN¥12.4t | CN¥16.7t | CN¥582.3b | 27.5x | 21.2x | 0.7x |
| Sun, 19 May 2024 | CN¥13.3t | CN¥16.7t | CN¥580.7b | 29.6x | 22.9x | 0.8x |
| Tue, 16 Apr 2024 | CN¥12.7t | CN¥16.9t | CN¥570.8b | 27.9x | 22.3x | 0.8x |
| Thu, 14 Mar 2024 | CN¥12.9t | CN¥16.7t | CN¥559.3b | 29.2x | 23x | 0.8x |
| Sat, 10 Feb 2024 | CN¥11.5t | CN¥16.6t | CN¥554.7b | 24.8x | 20.8x | 0.7x |
| Mon, 08 Jan 2024 | CN¥12.7t | CN¥16.6t | CN¥558.1b | 31.4x | 22.8x | 0.8x |
| Wed, 06 Dec 2023 | CN¥12.9t | CN¥16.5t | CN¥557.1b | 32x | 23.2x | 0.8x |
| Fri, 03 Nov 2023 | CN¥13.0t | CN¥16.2t | CN¥543.3b | 31.4x | 23.9x | 0.8x |
| Sun, 01 Oct 2023 | CN¥13.7t | CN¥16.3t | CN¥537.1b | 33.6x | 25.5x | 0.8x |
| Tue, 29 Aug 2023 | CN¥13.8t | CN¥16.3t | CN¥531.2b | 32.5x | 26x | 0.8x |
| Thu, 27 Jul 2023 | CN¥14.6t | CN¥16.2t | CN¥522.6b | 35.1x | 27.9x | 0.9x |
Price to Earnings Ratio
27.9x
Current Industry PE
- Investors are relatively neutral on the Chinese Industrials 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 27.9x.
- The industry is trading close to its 3-year average PS ratio of 0.94x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 3.8% per year over the last three years.
- Revenues for these companies have grown 2.0% 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 Market | -8.72% | |
| Industrials | -8.64% | |
| Marine and Shipping | 2.76% | |
| Infrastructure | 2.71% | |
| Transportation | 0.51% | |
| Logistics | -1.16% | |
| Airlines | -2.35% | |
| Construction | -4.93% | |
| Industrials | -5.18% | |
| Trade Distributors | -5.52% | |
| Electrical | -8.07% | |
| Commercial Services | -8.21% | |
| Professional Services | -9.36% | |
| Building | -10.51% | |
| Machinery | -11.84% | |
| Aerospace & Defense | -16.44% | |
Industry PE
- Investors are most optimistic about the Aerospace & Defense industry which is trading above its 3-year average PE ratio of 112x.
- Analysts are expecting annual earnings growth of 30.4%, which is higher than its past year's earnings decline of 10.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Airlines industry, expecting annual earnings growth of 51% over the next 5 years.
- This is better than its past earnings growth rate of 28% per year.
- In contrast, the Infrastructure industry is expected to see its earnings grow by 6.4% 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 | |
|---|---|---|---|---|---|
| 300750 Contemporary Amperex Technology | CN¥376.43 | 4.8% +CN¥79.8b | 34.6% | PE21.9x | |
| 601766 CRRC | CN¥6.03 | 10.8% +CN¥16.9b | -20.7% | PE12.8x | |
| 600406 NARI Technology | CN¥23.56 | 8.6% +CN¥14.9b | 2.7% | PE22.6x | |
| 601816 Beijing-Shanghai High-Speed Railway | CN¥4.94 | 5.6% +CN¥12.7b | -11.6% | PE18.1x | |
| 002352 S.F. Holding | CN¥33.98 | 6.3% +CN¥10.5b | -28.6% | PE15.5x |