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Chinese (SSE) Industrials Sector Analysis

UpdatedDec 01, 2021
DataAggregated Company Financials
Companies1143
  • 7D1.0%
  • 3M5.9%
  • 1Y25.1%
  • YTD17.0%

Over the last 7 days, the Industrials industry has risen 1.0%, driven by gains from Contemporary Amperex Technology of 2.0%. Meanwhile, S.F. Holding actually underperformed within the industry, shrinking 6.9% in the last week. This takes the industry's 12 month performance to a gain of 25%.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Thu, 02 Dec 2021CN¥15.9tCN¥13.7tCN¥496.4b37.7x
Sat, 30 Oct 2021CN¥14.8tCN¥13.6tCN¥501.9b32.2x
Mon, 27 Sep 2021CN¥14.6tCN¥13.4tCN¥490.8b33.9x
Wed, 25 Aug 2021CN¥14.6tCN¥13.4tCN¥491.0b34.8x
Thu, 01 Jul 2021CN¥13.1tCN¥13.3tCN¥487.1b30.5x
Sun, 04 Apr 2021CN¥11.9tCN¥12.5tCN¥450.7b29.9x
Wed, 06 Jan 2021CN¥12.1tCN¥11.5tCN¥385.1b35x
Sat, 10 Oct 2020CN¥10.7tCN¥10.9tCN¥348.7b36.1x
Fri, 03 Jul 2020CN¥9.3tCN¥10.4tCN¥327.7b34.7x
Mon, 06 Apr 2020CN¥8.4tCN¥10.0tCN¥324.2b33.7x
Thu, 09 Jan 2020CN¥8.3tCN¥10.2tCN¥358.5b32.3x
Wed, 02 Oct 2019CN¥7.8tCN¥9.7tCN¥350.5b29.9x
Sat, 06 Jul 2019CN¥7.9tCN¥9.5tCN¥338.8b30.8x
Tue, 09 Apr 2019CN¥8.6tCN¥9.2tCN¥332.4b34.3x
Mon, 31 Dec 2018CN¥6.8tCN¥9.0tCN¥315.5b28.3x
PE Ratio

28.4x

Total Market Cap: CN¥6.9tTotal Earnings: CN¥376.0bTotal Revenue: CN¥8.7t0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 32.9x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Industrials industry have grown 9.7% per year over the last three years, and revenues for these companies have grown 16% 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?

Aerospace & Defense3.46%
Electrical3.20%
Marine and Shipping1.39%
Professional Services1.32%
Commercial Services1.21%
Construction0.33%
Trade Distributors-0.12%
Machinery-0.17%
Industrials-0.62%
Transportation-1.63%
Building-2.25%
Infrastructure-2.91%
Logistics-3.88%
Airlines-4.63%

Industry PE: Investors are most optimistic about the Aerospace & Defense industry which is trading above its 3-year average PE ratio of 60.6x. This is likely because analysts are expecting annual earnings growth of 30%, which is higher than its past year's earnings growth of 21% per year. Meanwhile, investors are most pessimistic about the Infrastructure industry, which is trading below its 3-year average of 18.1x.

Forecasted Growth: Analysts are most optimistic on the Airlines industry, expecting annual earnings growth of 96% over the next 5 years. This is better than it's past earnings growth rate of 1.1% per year. Meanwhile, the Marine and Shipping industry is expected to see its earnings decline by 4.3% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company7D1YValuation
300750 Contemporary Amperex Technology2.0%+CN¥30.8b175.8%PE157x
600039 Sichuan Road & Bridge26.0%+CN¥12.8b163.2%PE13x
300274 Sungrow Power Supply5.3%+CN¥11.9b238.1%PE105x
300207 Sunwoda ElectronicLtd4.9%+CN¥9.5b83.0%PE88x
600893 Aecc Aviation PowerLtd5.3%+CN¥8.7b36.4%PE133.1x
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