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Chinese (SSE) Industrials Sector Analysis
UpdatedNov 23, 2025
DataAggregated Company Financials
Companies1341
- 7D-6.2%
- 3M2.5%
- 1Y19.7%
- YTD22.5%
Over the last 7 days, the Industrials industry has dropped 6.2%, driven by Contemporary Amperex Technology declining 8.4%. Meanwhile, Jiangsu Hengli HydraulicLtd actually outperformed within the industry, gaining 7.1% in the last week. In the past year, the industry has gained 20%. As for the next few years, earnings are expected to grow by 28% 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 |
|---|---|---|---|---|---|---|
| Sun, 23 Nov 2025 | CN¥18.1t | CN¥16.7t | CN¥562.6b | 41.8x | 32.2x | 1.1x |
| Tue, 21 Oct 2025 | CN¥18.2t | CN¥16.6t | CN¥543.4b | 44.3x | 33.5x | 1.1x |
| Thu, 18 Sep 2025 | CN¥18.5t | CN¥16.5t | CN¥540.4b | 46.2x | 34.3x | 1.1x |
| Sat, 16 Aug 2025 | CN¥17.0t | CN¥16.6t | CN¥543.0b | 42.9x | 31.4x | 1x |
| Mon, 14 Jul 2025 | CN¥15.8t | CN¥16.5t | CN¥537.5b | 38.4x | 29.3x | 1x |
| Wed, 11 Jun 2025 | CN¥15.0t | CN¥16.5t | CN¥536.2b | 37x | 27.9x | 0.9x |
| Fri, 09 May 2025 | CN¥15.0t | CN¥16.6t | CN¥543.6b | 37.3x | 27.6x | 0.9x |
| Sun, 06 Apr 2025 | CN¥14.9t | CN¥16.5t | CN¥563.6b | 35.8x | 26.4x | 0.9x |
| Tue, 04 Mar 2025 | CN¥15.1t | CN¥16.5t | CN¥554.1b | 35.6x | 27.3x | 0.9x |
| Thu, 30 Jan 2025 | CN¥14.3t | CN¥16.5t | CN¥554.8b | 32.5x | 25.8x | 0.9x |
| Sat, 28 Dec 2024 | CN¥14.9t | CN¥16.4t | CN¥553.1b | 33.7x | 26.9x | 0.9x |
| Mon, 25 Nov 2024 | CN¥14.5t | CN¥16.4t | CN¥550.1b | 32.3x | 26.4x | 0.9x |
| Wed, 23 Oct 2024 | CN¥14.2t | CN¥16.6t | CN¥575.5b | 31.2x | 24.6x | 0.9x |
| Fri, 20 Sep 2024 | CN¥11.4t | CN¥16.6t | CN¥572.7b | 24.8x | 19.9x | 0.7x |
| Sun, 18 Aug 2024 | CN¥11.7t | CN¥16.7t | CN¥587.4b | 25.9x | 20x | 0.7x |
| Tue, 16 Jul 2024 | CN¥11.9t | CN¥16.7t | CN¥583.0b | 26.2x | 20.4x | 0.7x |
| Thu, 13 Jun 2024 | CN¥12.5t | CN¥16.7t | CN¥582.1b | 27.9x | 21.5x | 0.7x |
| Sat, 11 May 2024 | CN¥13.3t | CN¥16.7t | CN¥581.7b | 29.7x | 22.9x | 0.8x |
| Mon, 08 Apr 2024 | CN¥13.0t | CN¥15.6t | CN¥537.6b | 29.6x | 24.1x | 0.8x |
| Wed, 06 Mar 2024 | CN¥12.4t | CN¥16.6t | CN¥550.1b | 27.9x | 22.6x | 0.7x |
| Fri, 02 Feb 2024 | CN¥11.4t | CN¥16.6t | CN¥556.4b | 25.8x | 20.4x | 0.7x |
| Sun, 31 Dec 2023 | CN¥13.0t | CN¥16.5t | CN¥557.6b | 31.9x | 23.3x | 0.8x |
| Tue, 28 Nov 2023 | CN¥13.2t | CN¥16.5t | CN¥558.1b | 32.9x | 23.6x | 0.8x |
| Thu, 26 Oct 2023 | CN¥12.9t | CN¥16.4t | CN¥541.2b | 31.4x | 23.9x | 0.8x |
| Sat, 23 Sep 2023 | CN¥13.6t | CN¥16.3t | CN¥536.8b | 33x | 25.4x | 0.8x |
| Mon, 21 Aug 2023 | CN¥14.3t | CN¥16.2t | CN¥524.6b | 34.1x | 27.3x | 0.9x |
| Wed, 19 Jul 2023 | CN¥14.7t | CN¥16.1t | CN¥517.2b | 35.9x | 28.5x | 0.9x |
| Fri, 16 Jun 2023 | CN¥14.5t | CN¥16.1t | CN¥514.0b | 34.8x | 28.2x | 0.9x |
| Sun, 14 May 2023 | CN¥14.4t | CN¥16.0t | CN¥511.6b | 33x | 28.1x | 0.9x |
| Tue, 11 Apr 2023 | CN¥14.6t | CN¥15.4t | CN¥479.1b | 34.9x | 30.5x | 1x |
| Thu, 09 Mar 2023 | CN¥14.8t | CN¥15.2t | CN¥459.4b | 36.1x | 32.2x | 1x |
| Sat, 04 Feb 2023 | CN¥14.8t | CN¥15.2t | CN¥455.2b | 35.2x | 32.6x | 1x |
| Mon, 02 Jan 2023 | CN¥13.7t | CN¥15.1t | CN¥455.1b | 31.2x | 30.1x | 0.9x |
| Wed, 30 Nov 2022 | CN¥14.2t | CN¥15.1t | CN¥454.2b | 33.7x | 31.2x | 0.9x |
Price to Earnings Ratio
31.2x
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 33.6x which is higher than its 3-year average PE of 26.7x.
- The 3-year average PS ratio of 0.88x 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 7.4% per year over the last three years.
- Revenues for these companies have grown 3.4% 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 | -5.21% | |
| Industrials | -6.16% | |
| Aerospace & Defense | -1.73% | |
| Airlines | -3.44% | |
| Transportation | -3.54% | |
| Logistics | -4.02% | |
| Infrastructure | -4.43% | |
| Machinery | -4.84% | |
| Construction | -4.96% | |
| Building | -5.02% | |
| Professional Services | -5.43% | |
| Commercial Services | -5.97% | |
| Trade Distributors | -7.03% | |
| Industrials | -7.92% | |
| Electrical | -8.94% | |
| Marine and Shipping | -9.71% | |
Industry PE
- Investors are most optimistic about the Commercial Services industry which is trading above its 3-year average PE ratio of 105x.
- Analysts are expecting annual earnings growth of 39.3%, 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 80% 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 4.6% 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 | |
|---|---|---|---|---|---|
| 601100 Jiangsu Hengli HydraulicLtd | CN¥92.15 | 7.1% +CN¥8.2b | 68.2% | PE44.1x | |
| 603092 Delijia Transmission Technology (Jiangsu)Ltd | CN¥72.77 | 16.5% +CN¥4.1b | n/a | n/a | |
| 300589 Jianglong Shipbuilding | CN¥22.42 | 65.0% +CN¥3.3b | 73.3% | PS8.5x | |
| 688698 Suzhou Veichi Electric | CN¥84.25 | 18.6% +CN¥2.8b | 154.5% | PE69.2x | |
| 600835 Shanghai Mechanical & Electrical IndustryLtd | CN¥28.29 | 10.2% +CN¥2.7b | 40.3% | PE31.7x |