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Chinese (SSE) Industrials Sector Analysis

UpdatedNov 08, 2025
DataAggregated Company Financials
Companies1341
  • 7D1.9%
  • 3M15.7%
  • 1Y22.7%
  • YTD32.3%

Over the last 7 days, the Industrials industry has risen 1.4%, driven by gains in TBEA and Contemporary Amperex Technology of 35% and 1.7%, respectively. This takes the industry's 12 month performance to a gain of 22%. 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
Sat, 08 Nov 2025CN¥19.6tCN¥16.7tCN¥563.1b45.2x34.7x1.2x
Mon, 06 Oct 2025CN¥19.0tCN¥16.6tCN¥540.9b44.7x35.2x1.1x
Wed, 03 Sep 2025CN¥17.5tCN¥16.6tCN¥542.6b44.1x32.3x1.1x
Fri, 01 Aug 2025CN¥16.1tCN¥16.6tCN¥542.4b40.2x29.7x1x
Sun, 29 Jun 2025CN¥15.3tCN¥16.5tCN¥538.5b37.3x28.4x0.9x
Tue, 27 May 2025CN¥15.0tCN¥16.5tCN¥537.1b37x27.8x0.9x
Thu, 24 Apr 2025CN¥14.5tCN¥16.5tCN¥554.3b34.4x26.1x0.9x
Sat, 22 Mar 2025CN¥15.5tCN¥16.5tCN¥557.0b38.4x27.8x0.9x
Mon, 17 Feb 2025CN¥14.8tCN¥16.5tCN¥555.8b33.8x26.7x0.9x
Wed, 15 Jan 2025CN¥14.3tCN¥16.4tCN¥555.1b31.5x25.8x0.9x
Fri, 13 Dec 2024CN¥15.4tCN¥16.4tCN¥552.4b35x27.9x0.9x
Sun, 10 Nov 2024CN¥15.3tCN¥16.4tCN¥549.9b33.8x27.8x0.9x
Tue, 08 Oct 2024CN¥14.1tCN¥16.6tCN¥572.9b30.9x24.6x0.9x
Thu, 05 Sep 2024CN¥11.5tCN¥16.6tCN¥572.7b25.1x20.1x0.7x
Sat, 03 Aug 2024CN¥12.1tCN¥16.7tCN¥585.1b26.8x20.7x0.7x
Mon, 01 Jul 2024CN¥12.2tCN¥16.7tCN¥582.8b26.9x20.9x0.7x
Wed, 29 May 2024CN¥12.9tCN¥16.7tCN¥578.8b28.7x22.4x0.8x
Fri, 26 Apr 2024CN¥12.7tCN¥16.7tCN¥574.7b28x22.1x0.8x
Sun, 24 Mar 2024CN¥12.9tCN¥16.7tCN¥559.4b29.9x23.1x0.8x
Tue, 20 Feb 2024CN¥11.7tCN¥16.6tCN¥554.5b25.3x21.1x0.7x
Thu, 18 Jan 2024CN¥12.4tCN¥16.6tCN¥556.8b29.9x22.2x0.7x
Sat, 16 Dec 2023CN¥12.8tCN¥16.5tCN¥557.5b31.5x22.9x0.8x
Mon, 13 Nov 2023CN¥13.3tCN¥16.5tCN¥558.2b32.7x23.8x0.8x
Wed, 11 Oct 2023CN¥13.5tCN¥16.3tCN¥537.8b32.9x25.1x0.8x
Fri, 08 Sep 2023CN¥13.9tCN¥16.3tCN¥536.9b33.5x25.8x0.8x
Sun, 06 Aug 2023CN¥14.9tCN¥16.2tCN¥523.7b35x28.4x0.9x
Tue, 04 Jul 2023CN¥14.9tCN¥16.1tCN¥515.9b35.7x28.9x0.9x
Thu, 01 Jun 2023CN¥14.3tCN¥16.1tCN¥512.6b34.7x28x0.9x
Sat, 29 Apr 2023CN¥14.6tCN¥15.8tCN¥497.2b34.2x29.4x0.9x
Mon, 27 Mar 2023CN¥14.5tCN¥15.3tCN¥467.5b35.4x31x0.9x
Wed, 22 Feb 2023CN¥14.9tCN¥15.2tCN¥458.9b35.9x32.4x1x
Fri, 20 Jan 2023CN¥14.4tCN¥15.1tCN¥454.4b33.6x31.8x1x
Sun, 18 Dec 2022CN¥14.1tCN¥15.1tCN¥454.0b32.8x31x0.9x
Tue, 15 Nov 2022CN¥14.0tCN¥15.1tCN¥452.5b33.6x31x0.9x
Price to Earnings Ratio

31x


Total Market Cap: CN¥14.0tTotal Earnings: CN¥452.5bTotal 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 34.7x 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 1.2x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 7.6% 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 Market0.55%
Industrials1.90%
Trade Distributors6.53%
Electrical4.17%
Airlines3.37%
Marine and Shipping3.07%
Commercial Services1.93%
Construction1.46%
Infrastructure1.41%
Transportation0.71%
Machinery0.13%
Building-0.17%
Professional Services-0.32%
Logistics-0.35%
Aerospace & Defense-0.61%
Industrials-1.12%
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 39.8%, 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 84% 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¥26.5035.3%
+CN¥34.7b
83.4%PE25.7x
300750 Contemporary Amperex TechnologyCN¥395.371.7%
+CN¥29.9b
53.5%PE28.1x
300274 Sungrow Power SupplyCN¥201.005.9%
+CN¥23.0b
130.1%PE26.9x
601061 CITIC MetalCN¥16.0531.8%
+CN¥19.0b
88.8%PE27.6x
601877 Zhejiang Chint ElectricsCN¥35.1822.6%
+CN¥13.8b
50.0%PE16.4x

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