Header cover image

Chinese (SSE) Industrials Sector Analysis

UpdatedMar 05, 2026
DataAggregated Company Financials
Companies1348
  • 7D-2.9%
  • 3M10.1%
  • 1Y30.1%
  • YTD4.1%

Over the last 7 days, the Industrials industry has dropped 1.8%, driven by a pullback from Contemporary Amperex Technology of 6.4%. On the other hand Ningbo Deye Technology Group is actually up 25%. In the past year, the industry has gained 30%. 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
Thu, 05 Mar 2026CN¥20.9tCN¥16.8tCN¥565.5b49.7x37x1.2x
Sat, 31 Jan 2026CN¥20.4tCN¥16.8tCN¥565.2b48.7x36.1x1.2x
Mon, 29 Dec 2025CN¥19.6tCN¥16.8tCN¥564.9b45.1x34.7x1.2x
Wed, 26 Nov 2025CN¥18.5tCN¥16.7tCN¥562.6b43.3x32.8x1.1x
Fri, 24 Oct 2025CN¥18.8tCN¥16.7tCN¥551.9b44.8x34x1.1x
Sun, 21 Sep 2025CN¥18.3tCN¥16.5tCN¥540.8b44.9x33.9x1.1x
Tue, 19 Aug 2025CN¥17.3tCN¥16.6tCN¥543.1b43.5x31.8x1x
Thu, 17 Jul 2025CN¥15.8tCN¥16.5tCN¥537.5b39.1x29.3x1x
Sat, 14 Jun 2025CN¥14.9tCN¥16.5tCN¥537.9b36.4x27.8x0.9x
Mon, 12 May 2025CN¥14.9tCN¥16.6tCN¥543.6b36.6x27.4x0.9x
Wed, 09 Apr 2025CN¥13.5tCN¥16.5tCN¥562.6b31.1x24x0.8x
Fri, 07 Mar 2025CN¥15.5tCN¥16.5tCN¥554.1b37.4x27.9x0.9x
Sun, 02 Feb 2025CN¥14.3tCN¥16.4tCN¥554.8b32.6x25.8x0.9x
Tue, 31 Dec 2024CN¥14.9tCN¥16.4tCN¥553.1b33.5x27x0.9x
Thu, 28 Nov 2024CN¥14.6tCN¥16.4tCN¥550.1b32.2x26.6x0.9x
Sat, 26 Oct 2024CN¥14.4tCN¥16.6tCN¥575.7b31.7x25x0.9x
Mon, 23 Sep 2024CN¥11.3tCN¥16.6tCN¥573.0b24.7x19.8x0.7x
Wed, 21 Aug 2024CN¥11.6tCN¥16.7tCN¥587.8b25.2x19.7x0.7x
Fri, 19 Jul 2024CN¥12.0tCN¥16.7tCN¥583.0b25.8x20.5x0.7x
Sun, 16 Jun 2024CN¥12.5tCN¥16.7tCN¥582.2b28x21.5x0.7x
Tue, 14 May 2024CN¥13.3tCN¥16.7tCN¥581.7b29.1x22.8x0.8x
Thu, 11 Apr 2024CN¥12.7tCN¥15.6tCN¥536.9b28.5x23.7x0.8x
Sat, 09 Mar 2024CN¥12.5tCN¥16.6tCN¥557.3b28.5x22.5x0.8x
Mon, 05 Feb 2024CN¥11.1tCN¥16.6tCN¥556.2b24.8x19.9x0.7x
Wed, 03 Jan 2024CN¥13.0tCN¥16.6tCN¥559.0b32.2x23.3x0.8x
Fri, 01 Dec 2023CN¥13.1tCN¥16.5tCN¥558.1b32.5x23.6x0.8x
Sun, 29 Oct 2023CN¥13.2tCN¥16.4tCN¥540.2b31.8x24.4x0.8x
Tue, 26 Sep 2023CN¥13.5tCN¥16.3tCN¥536.8b33.1x25.2x0.8x
Thu, 24 Aug 2023CN¥13.9tCN¥16.2tCN¥525.1b33.6x26.5x0.9x
Sat, 22 Jul 2023CN¥14.4tCN¥16.1tCN¥518.0b34.8x27.9x0.9x
Mon, 19 Jun 2023CN¥14.7tCN¥16.1tCN¥514.1b35.1x28.5x0.9x
Wed, 17 May 2023CN¥14.6tCN¥16.0tCN¥512.1b34x28.4x0.9x
Fri, 14 Apr 2023CN¥14.6tCN¥15.5tCN¥480.4b34.6x30.4x0.9x
Sun, 12 Mar 2023CN¥14.6tCN¥15.2tCN¥459.7b35.3x31.7x1x
Price to Earnings Ratio

31.7x


Total Market Cap: CN¥14.6tTotal Earnings: CN¥459.7bTotal Revenue: CN¥15.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Industrials Sector Price to Earnings3Y Average 27x202420252026
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 37.0x which is higher than its 3-year average PE of 27.0x.
  • The 3-year average PS ratio of 0.90x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 7.1% per year over the last three years.
  • Revenues for these companies have grown 3.3% 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-3.53%
Industrials-2.89%
Infrastructure0.19%
Marine and Shipping-0.18%
Transportation-0.55%
Aerospace & Defense-0.81%
Commercial Services-1.53%
Logistics-1.72%
Construction-2.10%
Trade Distributors-2.15%
Electrical-2.20%
Machinery-4.69%
Professional Services-5.04%
Building-5.32%
Industrials-6.65%
Airlines-10.02%
Industry PE
  • Investors are most optimistic about the Commercial Services industry which is trading above its 3-year average PE ratio of 119x.
    • Analysts are expecting annual earnings growth of 29.5%, which is higher than its past year's earnings growth of 0.09% per year.
Forecasted Growth
  • Analysts are most optimistic on the Airlines industry, expecting annual earnings growth of 78% 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 5.8% 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
605117 Ningbo Deye Technology GroupCN¥123.2125.1%
+CN¥22.4b
90.9%PE36.4x
600406 NARI TechnologyCN¥28.606.0%
+CN¥13.0b
21.8%PE28.7x
600522 Jiangsu Zhongtian TechnologyCN¥28.8315.0%
+CN¥12.7b
105.2%PE34.1x
688297 AVIC (Chengdu)UASCN¥64.3127.2%
+CN¥9.3b
44.6%PE490.1x
603530 Jiangsu Shemar ElectricLtdCN¥67.2135.1%
+CN¥7.5b
143.5%PE77.4x

Latest News