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Chinese (SSE) Aerospace & Defense Industry Analysis

UpdatedApr 26, 2026
DataAggregated Company Financials
Companies70
  • 7D-1.7%
  • 3M-13.2%
  • 1Y39.5%
  • YTD-3.0%

Over the last 7 days, the Aerospace & Defense industry has dropped 1.7%, driven by a pullback from AVIC Shenyang Aircraft of 4.9%. Meanwhile, China SpacesatLtd actually outperformed within the industry, gaining 12% in the last week. This takes the industry's 12 month performance to a gain of 39%. Looking forward, earnings are forecast to grow by 32% annually.

Industry Valuation and Performance

Has the Chinese Aerospace & Defense Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 27 Apr 2026CN¥1.5tCN¥286.4bCN¥9.3b119.5x164.1x5.3x
Wed, 25 Mar 2026CN¥1.4tCN¥276.3bCN¥7.3b118.6x194.4x5.1x
Fri, 20 Feb 2026CN¥1.5tCN¥269.1bCN¥7.3b134.7x205.3x5.5x
Sun, 18 Jan 2026CN¥1.5tCN¥269.2bCN¥7.3b138.5x201.1x5.4x
Tue, 16 Dec 2025CN¥1.3tCN¥269.2bCN¥7.3b129.5x172.3x4.7x
Thu, 13 Nov 2025CN¥1.2tCN¥269.2bCN¥7.3b125.6x161.7x4.4x
Sat, 11 Oct 2025CN¥1.3tCN¥260.2bCN¥7.1b106.6x178.1x4.8x
Mon, 08 Sep 2025CN¥1.2tCN¥260.4bCN¥7.1b102.4x163.7x4.5x
Wed, 06 Aug 2025CN¥1.3tCN¥264.5bCN¥7.9b99.7x159.4x4.8x
Fri, 04 Jul 2025CN¥1.1tCN¥264.5bCN¥7.9b91.4x143.7x4.3x
Sun, 01 Jun 2025CN¥1.0tCN¥264.5bCN¥7.9b80.4x131.4x3.9x
Tue, 29 Apr 2025CN¥952.8bCN¥273.9bCN¥10.6b75.2x89.9x3.5x
Thu, 27 Mar 2025CN¥1.0tCN¥254.6bCN¥10.4b67.7x97.4x4x
Sat, 22 Feb 2025CN¥1.0tCN¥255.3bCN¥10.5b60.9x96.7x4x
Mon, 20 Jan 2025CN¥986.8bCN¥255.3bCN¥10.5b58.4x94.1x3.9x
Wed, 18 Dec 2024CN¥1.0tCN¥255.3bCN¥10.6b63x96.8x4x
Fri, 15 Nov 2024CN¥1.1tCN¥254.5bCN¥10.0b68.5x108.3x4.3x
Sun, 13 Oct 2024CN¥915.3bCN¥266.2bCN¥11.8b69.6x77.7x3.4x
Tue, 10 Sep 2024CN¥763.9bCN¥266.3bCN¥11.9b51.4x64.3x2.9x
Thu, 08 Aug 2024CN¥848.1bCN¥275.9bCN¥13.3b58x63.6x3.1x
Sat, 06 Jul 2024CN¥778.0bCN¥275.9bCN¥13.3b49.7x58.4x2.8x
Mon, 03 Jun 2024CN¥842.8bCN¥275.8bCN¥13.3b63.4x63.5x3.1x
Wed, 01 May 2024CN¥824.9bCN¥276.7bCN¥13.7b58.5x60.2x3x
Fri, 29 Mar 2024CN¥819.6bCN¥272.9bCN¥12.1b63.9x67.6x3x
Sun, 25 Feb 2024CN¥756.5bCN¥257.3bCN¥12.3b51.2x61.4x2.9x
Tue, 23 Jan 2024CN¥772.0bCN¥272.6bCN¥13.8b48.7x56.1x2.8x
Thu, 21 Dec 2023CN¥864.8bCN¥272.3bCN¥13.7b56.1x63.3x3.2x
Sat, 18 Nov 2023CN¥966.9bCN¥273.0bCN¥13.7b62x70.8x3.5x
Mon, 16 Oct 2023CN¥936.9bCN¥279.3bCN¥13.4b60.6x70x3.4x
Wed, 13 Sep 2023CN¥990.1bCN¥277.3bCN¥13.2b66x75.2x3.6x
Fri, 11 Aug 2023CN¥963.3bCN¥260.1bCN¥11.9b69.6x80.7x3.7x
Sun, 09 Jul 2023CN¥973.6bCN¥256.1bCN¥11.3b74.2x86x3.8x
Tue, 06 Jun 2023CN¥935.7bCN¥256.0bCN¥11.3b75x82.7x3.7x
Thu, 04 May 2023CN¥940.0bCN¥254.5bCN¥11.1b77.8x84.5x3.7x
Price to Earnings Ratio

84.5x


Total Market Cap: CN¥940.0bTotal Earnings: CN¥11.1bTotal Revenue: CN¥254.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Aerospace & Defense Industry Price to Earnings3Y Average 106.8x202420252026
Current Industry PE
  • Investors are optimistic on the Chinese Aerospace & Defense industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 164x which is higher than its 3-year average PE of 107x.
  • The 3-year average PS ratio of 3.9x is lower than the industry's current PS ratio of 5.3x.
Past Earnings Growth
  • The earnings for companies in the Aerospace & Defense industry have declined 5.9% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.0% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Chinese Industrials industry?

CN Market0.26%
Industrials-0.23%
Aerospace & Defense-1.69%
Aerospace and Defense-1.69%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
600118 China SpacesatLtdCN¥96.3012.1%
+CN¥12.3b
271.2%PE6707.9x
002297 Hunan Boyun New MaterialsLtdCN¥22.3026.1%
+CN¥2.6b
228.4%PE206.6x
600184 North Electro-OpticLtdCN¥24.138.6%
+CN¥1.1b
88.5%PE274.4x
002338 Changchun UP OptotechLtdCN¥60.067.0%
+CN¥943.2m
57.1%PE179x
300696 Chengdu ALD Aviation ManufacturingCN¥37.647.8%
+CN¥800.3m
110.0%PE272.8x

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