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Chinese (SSE) Industrials Sector Analysis

UpdatedSep 18, 2025
DataAggregated Company Financials
Companies1332
  • 7D4.8%
  • 3M24.8%
  • 1Y59.3%
  • YTD27.3%

Over the last 7 days, the Industrials industry has risen 3.0%, driven by gains from Contemporary Amperex Technology of 19%. During this same period, the Wuxi Lead Intelligent EquipmentLTD underperformed, falling 8.6%. This means that the industry has gained 58% over the past year. Looking forward, earnings are forecast to grow by 26% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 18 Sep 2025CN¥18.5tCN¥16.5tCN¥540.4b46.2x34.3x1.1x
Sat, 16 Aug 2025CN¥17.0tCN¥16.6tCN¥543.0b42.9x31.4x1x
Mon, 14 Jul 2025CN¥15.8tCN¥16.5tCN¥537.5b38.4x29.3x1x
Wed, 11 Jun 2025CN¥15.0tCN¥16.5tCN¥536.2b37x27.9x0.9x
Fri, 09 May 2025CN¥15.0tCN¥16.6tCN¥543.6b37.3x27.6x0.9x
Sun, 06 Apr 2025CN¥14.9tCN¥16.5tCN¥563.6b35.8x26.4x0.9x
Tue, 04 Mar 2025CN¥15.1tCN¥16.5tCN¥554.1b35.6x27.3x0.9x
Thu, 30 Jan 2025CN¥14.3tCN¥16.5tCN¥554.8b32.5x25.8x0.9x
Sat, 28 Dec 2024CN¥14.9tCN¥16.4tCN¥553.1b33.7x26.9x0.9x
Mon, 25 Nov 2024CN¥14.5tCN¥16.4tCN¥550.1b32.3x26.4x0.9x
Wed, 23 Oct 2024CN¥14.2tCN¥16.6tCN¥575.5b31.2x24.6x0.9x
Fri, 20 Sep 2024CN¥11.4tCN¥16.6tCN¥572.7b24.8x19.9x0.7x
Sun, 18 Aug 2024CN¥11.7tCN¥16.7tCN¥587.4b25.9x20x0.7x
Tue, 16 Jul 2024CN¥11.9tCN¥16.7tCN¥583.0b26.2x20.4x0.7x
Thu, 13 Jun 2024CN¥12.5tCN¥16.7tCN¥582.1b27.9x21.5x0.7x
Sat, 11 May 2024CN¥13.3tCN¥16.7tCN¥581.7b29.7x22.9x0.8x
Mon, 08 Apr 2024CN¥13.0tCN¥15.6tCN¥537.6b29.6x24.1x0.8x
Wed, 06 Mar 2024CN¥12.4tCN¥16.6tCN¥550.1b27.9x22.6x0.7x
Fri, 02 Feb 2024CN¥11.4tCN¥16.6tCN¥556.4b25.8x20.4x0.7x
Sun, 31 Dec 2023CN¥13.0tCN¥16.5tCN¥557.6b31.9x23.3x0.8x
Tue, 28 Nov 2023CN¥13.2tCN¥16.5tCN¥558.1b32.9x23.6x0.8x
Thu, 26 Oct 2023CN¥12.9tCN¥16.4tCN¥541.2b31.4x23.9x0.8x
Sat, 23 Sep 2023CN¥13.6tCN¥16.3tCN¥536.8b33x25.4x0.8x
Mon, 21 Aug 2023CN¥14.3tCN¥16.2tCN¥524.6b34.1x27.3x0.9x
Wed, 19 Jul 2023CN¥14.7tCN¥16.1tCN¥517.2b35.9x28.5x0.9x
Fri, 16 Jun 2023CN¥14.5tCN¥16.1tCN¥514.0b34.8x28.2x0.9x
Sun, 14 May 2023CN¥14.4tCN¥16.0tCN¥511.6b33x28.1x0.9x
Tue, 11 Apr 2023CN¥14.6tCN¥15.4tCN¥479.1b34.9x30.5x1x
Thu, 09 Mar 2023CN¥14.8tCN¥15.2tCN¥459.4b36.1x32.2x1x
Sat, 04 Feb 2023CN¥14.8tCN¥15.2tCN¥455.2b35.2x32.6x1x
Mon, 02 Jan 2023CN¥13.7tCN¥15.1tCN¥455.1b31.2x30.1x0.9x
Wed, 30 Nov 2022CN¥14.2tCN¥15.1tCN¥454.2b33.7x31.2x0.9x
Fri, 28 Oct 2022CN¥13.9tCN¥14.9tCN¥459.4b32x30.4x0.9x
Sun, 25 Sep 2022CN¥13.9tCN¥14.8tCN¥450.6b31.5x30.8x0.9x
Price to Earnings Ratio

30.8x


Total Market Cap: CN¥13.9tTotal Earnings: CN¥450.6bTotal Revenue: CN¥14.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Industrials Sector Price to Earnings3Y Average 26.5x202320242025
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 26.4x.
  • The 3-year average PS ratio of 0.86x 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 6.3% per year over the last three years.
  • Revenues for these companies have grown 3.7% 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 Market3.34%
Industrials4.77%
Electrical8.84%
Professional Services4.51%
Machinery3.92%
Construction3.52%
Airlines2.90%
Building2.16%
Aerospace & Defense1.77%
Marine and Shipping1.51%
Trade Distributors1.27%
Commercial Services1.17%
Transportation0.59%
Infrastructure0.52%
Logistics0.39%
Industrials-1.95%
Industry PE
  • Investors are most optimistic about the Commercial Services industry which is trading above its 3-year average PE ratio of 90.8x.
    • Analysts are expecting annual earnings growth of 41.0%, which is higher than its past year's earnings growth of 5.1% per year.
  • Investors are most pessimistic about the Construction industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 9.1x.
Forecasted Growth
  • Analysts are most optimistic on the Airlines industry, expecting annual earnings growth of 61% over the next 5 years.
  • This is better than its past earnings decline of 23% per year.
  • In contrast, the Infrastructure industry is expected to see its earnings grow by 5.3% 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
300750 Contemporary Amperex TechnologyCN¥377.1019.3%
+CN¥276.8b
102.3%PE29.3x
600150 China CSSC HoldingsCN¥36.07-5.0%
CN¥101.6b
n/aPE52.7x
002050 Zhejiang Sanhua Intelligent ControlsLtdCN¥41.9025.1%
+CN¥35.3b
139.4%PE47.7x
300274 Sungrow Power SupplyCN¥140.999.9%
+CN¥26.0b
79.0%PE21x
600580 Wolong Electric GroupLtdCN¥51.7032.2%
+CN¥19.6b
515.5%PE85.9x

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