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Chinese (SSE) Aerospace & Defense Industry Analysis

UpdatedMay 30, 2023
DataAggregated Company Financials
Companies61
  • 7D-1.5%
  • 3M-6.0%
  • 1Y-0.8%
  • YTD-1.6%

Over the last 7 days, the Aerospace & Defense industry has dropped 1.7%, driven by a pullback from AECC Aviation PowerLtd of 3.6%. Meanwhile, Lubair Aviation TechnologyLtd actually outperformed within the industry, gaining 12% in the last week. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 30% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 30 May 2023CN„934.0bCN„255.6bCN„11.2b76.4x83.4x3.7x
Thu, 27 Apr 2023CN„916.9bCN„250.8bCN„10.7b78.7x85.5x3.7x
Sat, 25 Mar 2023CN„931.4bCN„247.9bCN„11.7b76.4x79.5x3.8x
Mon, 20 Feb 2023CN„909.2bCN„246.0bCN„12.0b68.7x75.5x3.7x
Wed, 18 Jan 2023CN„878.3bCN„245.9bCN„12.0b65x73.1x3.6x
Fri, 16 Dec 2022CN„891.1bCN„245.9bCN„12.0b66x74.4x3.6x
Sun, 13 Nov 2022CN„964.1bCN„247.1bCN„12.5b67x77.4x3.9x
Tue, 11 Oct 2022CN„875.4bCN„246.0bCN„12.8b58.2x68.2x3.6x
Thu, 08 Sep 2022CN„962.3bCN„246.3bCN„13.0b64.8x73.9x3.9x
Sat, 06 Aug 2022CN„1.0tCN„237.7bCN„12.1b66.8x83.6x4.3x
Mon, 04 Jul 2022CN„972.6bCN„237.6bCN„12.1b60.8x80.6x4.1x
Wed, 01 Jun 2022CN„850.8bCN„234.4bCN„11.7b58.7x72.9x3.6x
Fri, 29 Apr 2022CN„713.5bCN„229.8bCN„11.7b48.8x61.2x3.1x
Sun, 27 Mar 2022CN„905.3bCN„224.2bCN„12.3b60.3x73.4x4x
Tue, 22 Feb 2022CN„937.0bCN„223.2bCN„12.5b63.1x74.8x4.2x
Thu, 20 Jan 2022CN„1.0tCN„223.7bCN„12.6b67x80x4.5x
Sat, 18 Dec 2021CN„1.1tCN„222.8bCN„12.5b76.2x90.5x5.1x
Mon, 15 Nov 2021CN„1.1tCN„222.1bCN„12.2b74.9x91x5x
Wed, 13 Oct 2021CN„920.6bCN„215.9bCN„11.5b65x79.9x4.3x
Fri, 10 Sep 2021CN„1.0tCN„215.4bCN„11.2b71.9x89.9x4.7x
Sun, 08 Aug 2021CN„1.0tCN„215.2bCN„11.2b77.2x91.5x4.7x
Sat, 01 May 2021CN„707.2bCN„204.6bCN„10.7b59.6x66.1x3.5x
Tue, 02 Feb 2021CN„866.7bCN„196.1bCN„9.9b70.8x88x4.4x
Fri, 06 Nov 2020CN„761.1bCN„193.4bCN„10.0b73.1x76.4x3.9x
Mon, 10 Aug 2020CN„734.8bCN„178.4bCN„8.8b80x83.7x4.1x
Price to Earnings Ratio

59.3x


Total Market Cap: CN„497.9bTotal Earnings: CN„8.4bTotal Revenue: CN„175.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Aerospace & Defense Industry Price to Earnings3Y Average 78.9x202120222023
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 83.9x which is higher than its 3-year average PE of 78.9x.
  • The industry is trading close to its 3-year average PS ratio of 4.0x.
Past Earnings Growth
  • The earnings for companies in the Aerospace & Defense industry have grown 9.9% per year over the last three years.
  • Revenues for these companies have grown 13% 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 industry?

CN Market-1.82%
Industrials-2.41%
Aerospace & Defense-1.52%
Aerospace and Defense-1.52%
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
2338 Changchun UP OptotechLtdCN„34.6312.9%
+CN„948.0m
101.0%PE96.9x
600879 China Aerospace Times ElectronicsCN„8.113.6%
+CN„761.4m
23.4%PE35.2x
600118 China SpacesatLtdCN„26.622.1%
+CN„650.4m
31.3%PE111.3x
2025 Guizhou Space ApplianceCN„63.650.6%
+CN„453.4m
-4.1%PE47.2x
1316 Lubair Aviation TechnologyLtdCN„41.5114.6%
+CN„424.0m
n/aPE41.9x
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300922

CN„20.20

Qinhuangdao Tianqin Equipment ManufacturingLtd

7D

10.7%

1Y

14.1%

2025

CN„63.65

Guizhou Space Appliance

7D

0.6%

1Y

-4.1%

688311

CN„66.90

Chengdu M&S Electronics TechnologyLtd

7D

5.8%

1Y

15.3%

600118

CN„26.62

China SpacesatLtd

7D

2.1%

1Y

31.3%

688297

CN„49.80

AVIC (Chengdu)UAS

7D

-2.4%

1Y

n/a

600879

CN„8.11

China Aerospace Times Electronics

7D

3.6%

1Y

23.4%

688586

CN„13.45

Hefei Jianghang Aircraft Equipment

7D

3.1%

1Y

19.2%

2338

CN„34.63

Changchun UP OptotechLtd

7D

12.9%

1Y

101.0%

1316

CN„41.51

Lubair Aviation TechnologyLtd

7D

14.6%

1Y

n/a

768

CN„24.78

AVIC Xi'an Aircraft Industry Group

7D

-2.1%

1Y

-4.7%

600893

CN„39.68

AECC Aviation PowerLtd

7D

-3.5%

1Y

0.4%

600038

CN„38.96

Avicopter

7D

-2.8%

1Y

1.0%

600372

CN„14.94

China Avionics SystemsLtd

7D

-0.7%

1Y

-27.5%

2625

CN„15.88

Kuang-Chi Technologies

7D

-1.6%

1Y

1.6%