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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 30 May 2023 | CN¥934.0b | CN¥255.6b | CN¥11.2b | 76.4x | 83.4x | 3.7x |
| Thu, 27 Apr 2023 | CN¥916.9b | CN¥250.8b | CN¥10.7b | 78.7x | 85.5x | 3.7x |
| Sat, 25 Mar 2023 | CN¥931.4b | CN¥247.9b | CN¥11.7b | 76.4x | 79.5x | 3.8x |
| Mon, 20 Feb 2023 | CN¥909.2b | CN¥246.0b | CN¥12.0b | 68.7x | 75.5x | 3.7x |
| Wed, 18 Jan 2023 | CN¥878.3b | CN¥245.9b | CN¥12.0b | 65x | 73.1x | 3.6x |
| Fri, 16 Dec 2022 | CN¥891.1b | CN¥245.9b | CN¥12.0b | 66x | 74.4x | 3.6x |
| Sun, 13 Nov 2022 | CN¥964.1b | CN¥247.1b | CN¥12.5b | 67x | 77.4x | 3.9x |
| Tue, 11 Oct 2022 | CN¥875.4b | CN¥246.0b | CN¥12.8b | 58.2x | 68.2x | 3.6x |
| Thu, 08 Sep 2022 | CN¥962.3b | CN¥246.3b | CN¥13.0b | 64.8x | 73.9x | 3.9x |
| Sat, 06 Aug 2022 | CN¥1.0t | CN¥237.7b | CN¥12.1b | 66.8x | 83.6x | 4.3x |
| Mon, 04 Jul 2022 | CN¥972.6b | CN¥237.6b | CN¥12.1b | 60.8x | 80.6x | 4.1x |
| Wed, 01 Jun 2022 | CN¥850.8b | CN¥234.4b | CN¥11.7b | 58.7x | 72.9x | 3.6x |
| Fri, 29 Apr 2022 | CN¥713.5b | CN¥229.8b | CN¥11.7b | 48.8x | 61.2x | 3.1x |
| Sun, 27 Mar 2022 | CN¥905.3b | CN¥224.2b | CN¥12.3b | 60.3x | 73.4x | 4x |
| Tue, 22 Feb 2022 | CN¥937.0b | CN¥223.2b | CN¥12.5b | 63.1x | 74.8x | 4.2x |
| Thu, 20 Jan 2022 | CN¥1.0t | CN¥223.7b | CN¥12.6b | 67x | 80x | 4.5x |
| Sat, 18 Dec 2021 | CN¥1.1t | CN¥222.8b | CN¥12.5b | 76.2x | 90.5x | 5.1x |
| Mon, 15 Nov 2021 | CN¥1.1t | CN¥222.1b | CN¥12.2b | 74.9x | 91x | 5x |
| Wed, 13 Oct 2021 | CN¥920.6b | CN¥215.9b | CN¥11.5b | 65x | 79.9x | 4.3x |
| Fri, 10 Sep 2021 | CN¥1.0t | CN¥215.4b | CN¥11.2b | 71.9x | 89.9x | 4.7x |
| Sun, 08 Aug 2021 | CN¥1.0t | CN¥215.2b | CN¥11.2b | 77.2x | 91.5x | 4.7x |
| Sat, 01 May 2021 | CN¥707.2b | CN¥204.6b | CN¥10.7b | 59.6x | 66.1x | 3.5x |
| Tue, 02 Feb 2021 | CN¥866.7b | CN¥196.1b | CN¥9.9b | 70.8x | 88x | 4.4x |
| Fri, 06 Nov 2020 | CN¥761.1b | CN¥193.4b | CN¥10.0b | 73.1x | 76.4x | 3.9x |
| Mon, 10 Aug 2020 | CN¥734.8b | CN¥178.4b | CN¥8.8b | 80x | 83.7x | 4.1x |
Price to Earnings Ratio
59.3x
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2338 Changchun UP OptotechLtd | CN¥34.63 | 12.9% +CN¥948.0m | 101.0% | PE96.9x | |
| 600879 China Aerospace Times Electronics | CN¥8.11 | 3.6% +CN¥761.4m | 23.4% | PE35.2x | |
| 600118 China SpacesatLtd | CN¥26.62 | 2.1% +CN¥650.4m | 31.3% | PE111.3x | |
| 2025 Guizhou Space Appliance | CN¥63.65 | 0.6% +CN¥453.4m | -4.1% | PE47.2x | |
| 1316 Lubair Aviation TechnologyLtd | CN¥41.51 | 14.6% +CN¥424.0m | n/a | PE41.9x |