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Chinese (SSE) Industrials Sector Analysis

UpdatedDec 02, 2025
DataAggregated Company Financials
Companies1341
  • 7D2.1%
  • 3M5.4%
  • 1Y19.5%
  • YTD26.5%

Over the last 7 days, the Industrials industry has risen 2.7%, driven by gains from Contemporary Amperex Technology of 3.4%. This takes the industry's 12 month performance to a gain of 21%. 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
Tue, 02 Dec 2025CN¥18.7tCN¥16.7tCN¥562.6b43.9x33.3x1.1x
Thu, 30 Oct 2025CN¥19.4tCN¥16.7tCN¥566.1b45.7x34.4x1.2x
Sat, 27 Sep 2025CN¥18.5tCN¥16.6tCN¥540.1b44.3x34.3x1.1x
Mon, 25 Aug 2025CN¥17.5tCN¥16.6tCN¥545.2b43.8x32x1.1x
Wed, 23 Jul 2025CN¥16.5tCN¥16.5tCN¥537.6b40.9x30.6x1x
Fri, 20 Jun 2025CN¥14.8tCN¥16.5tCN¥538.4b35.8x27.4x0.9x
Sun, 18 May 2025CN¥15.0tCN¥16.5tCN¥540.5b37.4x27.8x0.9x
Tue, 15 Apr 2025CN¥14.3tCN¥16.5tCN¥564.2b33.5x25.3x0.9x
Thu, 13 Mar 2025CN¥15.5tCN¥16.5tCN¥554.4b37.6x28x0.9x
Sat, 08 Feb 2025CN¥14.7tCN¥16.5tCN¥555.4b33.8x26.6x0.9x
Mon, 06 Jan 2025CN¥13.9tCN¥16.4tCN¥553.1b30.5x25.1x0.8x
Wed, 04 Dec 2024CN¥15.1tCN¥16.4tCN¥552.1b33.8x27.3x0.9x
Fri, 01 Nov 2024CN¥14.3tCN¥16.3tCN¥546.1b32.5x26.2x0.9x
Sun, 29 Sep 2024CN¥12.8tCN¥16.6tCN¥572.9b27.5x22.4x0.8x
Tue, 27 Aug 2024CN¥11.5tCN¥16.7tCN¥585.4b24.9x19.7x0.7x
Thu, 25 Jul 2024CN¥11.8tCN¥16.7tCN¥583.1b25.5x20.2x0.7x
Sat, 22 Jun 2024CN¥12.3tCN¥16.7tCN¥582.3b27.5x21.2x0.7x
Mon, 20 May 2024CN¥13.3tCN¥16.7tCN¥577.3b29.7x23x0.8x
Wed, 17 Apr 2024CN¥12.7tCN¥16.7tCN¥570.0b26.4x22.4x0.8x
Fri, 15 Mar 2024CN¥12.8tCN¥16.7tCN¥559.4b29.1x22.9x0.8x
Sun, 11 Feb 2024CN¥11.5tCN¥16.6tCN¥554.7b24.8x20.8x0.7x
Tue, 09 Jan 2024CN¥12.5tCN¥16.6tCN¥558.1b31x22.4x0.8x
Thu, 07 Dec 2023CN¥12.9tCN¥16.5tCN¥557.1b32.1x23.2x0.8x
Sat, 04 Nov 2023CN¥13.1tCN¥16.5tCN¥558.6b31.8x23.5x0.8x
Mon, 02 Oct 2023CN¥13.7tCN¥16.3tCN¥537.1b33.6x25.5x0.8x
Wed, 30 Aug 2023CN¥14.2tCN¥16.3tCN¥531.3b34x26.7x0.9x
Fri, 28 Jul 2023CN¥14.6tCN¥16.2tCN¥522.7b35.1x27.8x0.9x
Sun, 25 Jun 2023CN¥14.4tCN¥16.1tCN¥514.1b34.7x28.1x0.9x
Tue, 23 May 2023CN¥14.0tCN¥16.1tCN¥512.2b34.8x27.3x0.9x
Thu, 20 Apr 2023CN¥14.8tCN¥15.5tCN¥477.4b34.7x31.1x1x
Sat, 18 Mar 2023CN¥14.4tCN¥15.3tCN¥466.3b34.3x30.9x0.9x
Mon, 13 Feb 2023CN¥15.0tCN¥15.2tCN¥457.6b35.8x32.7x1x
Wed, 11 Jan 2023CN¥14.2tCN¥15.1tCN¥455.2b32.7x31.2x0.9x
Fri, 09 Dec 2022CN¥14.4tCN¥15.1tCN¥453.8b33.9x31.8x1x
Price to Earnings Ratio

31.8x


Total Market Cap: CN¥14.4tTotal Earnings: CN¥453.8bTotal 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 32.6x 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 7.5% 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 Market3.15%
Industrials2.12%
Marine and Shipping4.72%
Electrical3.43%
Industrials2.94%
Building2.82%
Machinery2.21%
Professional Services1.89%
Commercial Services1.51%
Trade Distributors1.32%
Construction0.91%
Transportation0.74%
Infrastructure0.67%
Airlines0.25%
Logistics-0.028%
Aerospace & Defense-0.42%
Industry PE
  • Investors are most optimistic about the Commercial Services industry which is trading above its 3-year average PE ratio of 106x.
    • Analysts are expecting annual earnings growth of 38.9%, 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¥380.082.1%
+CN¥35.0b		45.2%PE27x
601100 Jiangsu Hengli HydraulicLtdCN¥103.8014.6%
+CN¥17.7b		96.7%PE49.6x
002625 Kuang-Chi TechnologiesCN¥50.0513.7%
+CN¥13.0b		23.9%PE149.4x
300274 Sungrow Power SupplyCN¥178.701.7%
+CN¥6.1b		115.0%PE23.9x
600029 China Southern AirlinesCN¥7.013.9%
+CN¥4.7b		6.5%PS0.7x

Latest News

300274
CN¥178.70
Sungrow Power Supply
7D
1.7%
1Y
115.0%
002352
CN¥37.91
S.F. Holding
7D
-3.4%
1Y
-7.7%

002352: Buyback Increase To CN¥3,000 Million Will Drive Share Price Higher

Analysts have modestly lowered their price target for S.F. Holding, with updated estimates now at ¥50.68. Recent reassessments reflect small shifts in expected discount rate and earnings multiples.
600115
CN¥5.12
China Eastern Airlines
7D
3.6%
1Y
25.8%
000039
CN¥8.95
China International Marine Containers (Group)
7D
5.3%
1Y
8.6%
605117
CN¥82.79
Ningbo Deye Technology Group
7D
4.8%
1Y
31.1%
600150
CN¥34.36
China CSSC Holdings
7D
-1.6%
1Y
-4.2%
601766
CN¥7.11
CRRC
7D
-1.7%
1Y
-13.8%
601100
CN¥103.80
Jiangsu Hengli HydraulicLtd
7D
14.6%
1Y
96.7%
600760
CN¥57.58
AVIC Shenyang Aircraft
7D
-4.6%
1Y
18.6%
300779
CN¥122.59
Qingdao Huicheng Environmental Technology Group
7D
-17.5%
1Y
36.2%
300014
CN¥70.65
EVE Energy
7D
-2.6%
1Y
45.1%
600029
CN¥7.01
China Southern Airlines
7D
3.9%
1Y
6.5%
601606
CN¥52.49
Anhui Great Wall Military Industry
7D
-8.4%
1Y
292.6%
300750
CN¥380.08
Contemporary Amperex Technology
7D
2.1%
1Y
45.2%
002625
CN¥50.05
Kuang-Chi Technologies
7D
13.7%
1Y
23.9%
601816
CN¥5.14
Beijing-Shanghai High-Speed Railway
7D
1.4%
1Y
-17.2%