Header cover image

Chinese (SSE) Industrials Sector Analysis

UpdatedDec 05, 2025
DataAggregated Company Financials
Companies1343
  • 7D0.9%
  • 3M3.7%
  • 1Y18.9%
  • YTD26.2%

Over the last 7 days, the Industrials industry has remained flat, although notably Contemporary Amperex Technology gained 3.3%. The past year has been better, since the industry has gained 19% in that time. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 05 Dec 2025CN¥18.7tCN¥16.8tCN¥564.7b43.3x33.2x1.1x
Sun, 02 Nov 2025CN¥19.2tCN¥16.7tCN¥565.3b45x33.9x1.1x
Tue, 30 Sep 2025CN¥18.9tCN¥16.6tCN¥541.9b44.5x34.8x1.1x
Thu, 28 Aug 2025CN¥17.4tCN¥16.6tCN¥547.5b43.5x31.7x1x
Sat, 26 Jul 2025CN¥16.4tCN¥16.5tCN¥537.7b40.3x30.4x1x
Mon, 23 Jun 2025CN¥14.7tCN¥16.5tCN¥538.4b35.6x27.3x0.9x
Wed, 21 May 2025CN¥15.1tCN¥16.5tCN¥537.0b37.5x28.2x0.9x
Fri, 18 Apr 2025CN¥14.2tCN¥16.5tCN¥561.9b33.2x25.2x0.9x
Sun, 16 Mar 2025CN¥15.6tCN¥16.5tCN¥554.5b37.8x28.1x0.9x
Tue, 11 Feb 2025CN¥14.8tCN¥16.5tCN¥555.4b34.2x26.6x0.9x
Thu, 09 Jan 2025CN¥14.0tCN¥16.4tCN¥553.1b31.8x25.3x0.9x
Sat, 07 Dec 2024CN¥15.2tCN¥16.4tCN¥552.2b34.6x27.5x0.9x
Mon, 04 Nov 2024CN¥14.3tCN¥16.4tCN¥549.9b31.4x26x0.9x
Wed, 02 Oct 2024CN¥14.1tCN¥16.6tCN¥572.9b30.9x24.6x0.9x
Fri, 30 Aug 2024CN¥11.5tCN¥16.7tCN¥583.5b25.1x19.7x0.7x
Sun, 28 Jul 2024CN¥12.0tCN¥16.7tCN¥584.8b26.3x20.5x0.7x
Tue, 25 Jun 2024CN¥12.1tCN¥16.7tCN¥582.3b26.5x20.7x0.7x
Thu, 23 May 2024CN¥13.2tCN¥16.7tCN¥576.8b29.7x23x0.8x
Sat, 20 Apr 2024CN¥12.8tCN¥16.7tCN¥569.4b28.1x22.4x0.8x
Mon, 18 Mar 2024CN¥12.9tCN¥16.6tCN¥559.3b29.7x23x0.8x
Wed, 14 Feb 2024CN¥11.5tCN¥16.6tCN¥554.5b24.8x20.8x0.7x
Fri, 12 Jan 2024CN¥12.6tCN¥16.6tCN¥556.2b31.3x22.6x0.8x
Sun, 10 Dec 2023CN¥12.8tCN¥16.5tCN¥557.2b31.7x23x0.8x
Tue, 07 Nov 2023CN¥13.4tCN¥18.6tCN¥454.5b32.5x29.4x0.7x
Thu, 05 Oct 2023CN¥13.7tCN¥16.3tCN¥537.3b33.7x25.5x0.8x
Sat, 02 Sep 2023CN¥14.1tCN¥16.4tCN¥544.6b33.6x25.9x0.9x
Mon, 31 Jul 2023CN¥14.7tCN¥16.2tCN¥522.5b35.3x28.1x0.9x
Wed, 28 Jun 2023CN¥14.5tCN¥16.1tCN¥514.1b35x28.2x0.9x
Fri, 26 May 2023CN¥14.4tCN¥16.1tCN¥512.3b34.6x28.1x0.9x
Sun, 23 Apr 2023CN¥14.5tCN¥15.6tCN¥489.7b33.3x29.6x0.9x
Tue, 21 Mar 2023CN¥14.3tCN¥15.3tCN¥467.7b34.4x30.7x0.9x
Thu, 16 Feb 2023CN¥15.1tCN¥15.2tCN¥457.6b36.5x33x1x
Sat, 14 Jan 2023CN¥14.2tCN¥15.1tCN¥454.2b32.6x31.2x0.9x
Mon, 12 Dec 2022CN¥14.4tCN¥15.1tCN¥453.9b33.8x31.7x1x
Price to Earnings Ratio

31.7x


Total Market Cap: CN¥14.4tTotal Earnings: CN¥453.9bTotal Revenue: CN¥15.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Industrials Sector Price to Earnings3Y Average 26.7x202320242025
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 33.2x 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 7.6% 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 Market0.33%
Industrials0.91%
Airlines3.96%
Marine and Shipping3.58%
Transportation2.44%
Infrastructure1.78%
Aerospace & Defense1.25%
Machinery1.05%
Electrical0.94%
Construction0.71%
Industrials0.55%
Trade Distributors0.089%
Building-0.16%
Logistics-0.60%
Professional Services-1.39%
Commercial Services-1.43%
Industry PE
  • Investors are most optimistic about the Commercial Services industry which is trading above its 3-year average PE ratio of 107x.
    • Analysts are expecting annual earnings growth of 37.8%, 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 4.9% 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¥389.094.3%
+CN¥72.0b
46.0%PE27.6x
601100 Jiangsu Hengli HydraulicLtdCN¥112.9811.5%
+CN¥15.7b
106.1%PE54x
002028 Sieyuan ElectricCN¥158.9110.7%
+CN¥12.0b
110.2%PE45.2x
601399 SINOMACH HEAVY EQUIPMENT GROUPLTDCN¥4.6342.5%
+CN¥10.0b
31.2%PE73.6x
000425 XCMG Construction MachineryCN¥11.087.4%
+CN¥8.9b
38.8%PE19.7x

Latest News