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Chinese (SSE) Electrical Industry Analysis

UpdatedMar 07, 2026
DataAggregated Company Financials
Companies320
  • 7D1.3%
  • 3M10.7%
  • 1Y51.0%
  • YTD8.4%

Over the last 7 days, the Electrical industry has remained flat, although notably Contemporary Amperex Technology gained 3.7%. The past year has been better, since the industry has gained 48% in that time. Looking forward, earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

Has the Chinese Electrical Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Mar 2026CN¥7.3tCN¥2.5tCN¥171.7b61.1x42.6x2.9x
Mon, 02 Feb 2026CN¥6.8tCN¥2.5tCN¥171.8b58.1x39.5x2.7x
Wed, 31 Dec 2025CN¥6.6tCN¥2.5tCN¥172.2b50.8x38.5x2.6x
Fri, 28 Nov 2025CN¥6.4tCN¥2.5tCN¥172.5b48.7x36.9x2.5x
Sun, 26 Oct 2025CN¥6.5tCN¥2.5tCN¥169.5b51.8x38.5x2.6x
Tue, 23 Sep 2025CN¥6.3tCN¥2.4tCN¥159.3b52.7x39.4x2.6x
Thu, 21 Aug 2025CN¥5.3tCN¥2.4tCN¥156.1b49.3x34.2x2.2x
Sat, 19 Jul 2025CN¥4.9tCN¥2.4tCN¥151.4b44.2x32.1x2x
Mon, 16 Jun 2025CN¥4.4tCN¥2.4tCN¥150.6b39.9x29.5x1.9x
Wed, 14 May 2025CN¥4.5tCN¥2.4tCN¥151.1b40.2x30x1.9x
Fri, 11 Apr 2025CN¥4.0tCN¥2.3tCN¥145.3b35.8x27.6x1.8x
Sun, 09 Mar 2025CN¥4.6tCN¥2.3tCN¥143.6b39.9x32x2x
Tue, 04 Feb 2025CN¥4.3tCN¥2.2tCN¥141.8b36.5x30.4x1.9x
Thu, 02 Jan 2025CN¥4.4tCN¥2.2tCN¥141.4b35.9x30.9x2x
Sat, 30 Nov 2024CN¥4.5tCN¥2.2tCN¥141.7b36.4x31.4x2x
Mon, 28 Oct 2024CN¥4.3tCN¥2.1tCN¥136.1b33.8x31.4x2x
Wed, 25 Sep 2024CN¥3.4tCN¥2.1tCN¥134.4b26.8x25.2x1.6x
Fri, 23 Aug 2024CN¥3.2tCN¥2.1tCN¥138.5b26.6x23.1x1.5x
Sun, 21 Jul 2024CN¥3.4tCN¥2.1tCN¥137.3b28.4x24.8x1.6x
Tue, 18 Jun 2024CN¥3.6tCN¥2.1tCN¥137.2b31.1x26.4x1.7x
Thu, 16 May 2024CN¥3.7tCN¥2.1tCN¥138.6b32.5x26.9x1.8x
Sat, 13 Apr 2024CN¥3.6tCN¥2.1tCN¥146.2b30.4x24.6x1.7x
Mon, 11 Mar 2024CN¥3.4tCN¥2.1tCN¥150.9b30.7x22.8x1.6x
Wed, 07 Feb 2024CN¥3.0tCN¥2.2tCN¥152.6b23.8x19.8x1.4x
Fri, 05 Jan 2024CN¥3.5tCN¥2.1tCN¥152.2b33.5x23.2x1.6x
Sun, 03 Dec 2023CN¥3.6tCN¥2.1tCN¥150.7b34.4x24x1.7x
Tue, 31 Oct 2023CN¥3.8tCN¥2.1tCN¥157.8b33x24.1x1.8x
Thu, 28 Sep 2023CN¥3.8tCN¥2.1tCN¥156.1b33.6x24.6x1.8x
Sat, 26 Aug 2023CN¥3.9tCN¥2.1tCN¥158.5b33.5x24.9x1.9x
Mon, 24 Jul 2023CN¥4.2tCN¥2.0tCN¥151.6b36x27.6x2.1x
Wed, 21 Jun 2023CN¥4.3tCN¥2.0tCN¥151.0b38.1x28.3x2.1x
Fri, 19 May 2023CN¥4.3tCN¥2.0tCN¥150.7b35.9x28.6x2.1x
Sun, 16 Apr 2023CN¥4.3tCN¥1.9tCN¥124.4b36.5x34.3x2.3x
Tue, 14 Mar 2023CN¥4.3tCN¥1.8tCN¥120.0b37.1x36.1x2.4x
Price to Earnings Ratio

36.1x


Total Market Cap: CN¥4.3tTotal Earnings: CN¥120.0bTotal Revenue: CN¥1.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Electrical Industry Price to Earnings3Y Average 29.7x202420252026
Current Industry PE
  • Investors are optimistic on the Chinese Electrical industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 42.2x which is higher than its 3-year average PE of 29.7x.
  • The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have grown 13% per year over the last three years.
  • Revenues for these companies have grown 12% 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-2.41%
Industrials-1.08%
Electrical1.29%
Heavy Electrical Equipment3.77%
Electrical Components0.85%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 42.4x.
    • Analysts are expecting annual earnings growth of 30.0%, which is higher than its past year's earnings growth of 4.0% per year.
  • Investors are most pessimistic about the Electrical Components industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 28.3x.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings growth rate of 4.0% per year.
  • In contrast, the Electrical Components industry is expected to see its earnings grow by 26% 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¥354.773.7%
+CN¥59.8b		36.1%PE26.1x
600406 NARI TechnologyCN¥30.019.9%
+CN¥21.7b		31.0%PE30.1x
601179 China XD ElectricCN¥19.3020.0%
+CN¥16.5b		192.4%PE82x
002028 Sieyuan ElectricCN¥233.518.9%
+CN¥14.9b		215.6%PE57.7x
300274 Sungrow Power SupplyCN¥149.803.7%
+CN¥10.9b		121.1%PE20.1x

Latest News

002028
CN¥233.51
Sieyuan Electric
7D
8.9%
1Y
215.6%
688629
CN¥117.36
Sichuan Huafeng Technology
7D
-8.3%
1Y
90.1%
600522
CN¥27.38
Jiangsu Zhongtian Technology
7D
-6.0%
1Y
93.8%
300748
CN¥35.97
JL Mag Rare-Earth
7D
-12.4%
1Y
64.8%
601615
CN¥20.23
Ming Yang Smart Energy Group
7D
-11.7%
1Y
87.0%
601126
CN¥52.95
Beijing Sifang AutomationLtd
7D
18.2%
1Y
223.1%
605117
CN¥115.94
Ningbo Deye Technology Group
7D
10.9%
1Y
80.3%
300919
CN¥51.53
CNGR Advanced Material
7D
-10.2%
1Y
38.3%
300274
CN¥149.80
Sungrow Power Supply
7D
3.7%
1Y
121.1%
600089
CN¥32.23
TBEA
7D
6.2%
1Y
163.5%
603799
CN¥69.07
Zhejiang Huayou Cobalt
7D
-12.1%
1Y
90.3%
601179
CN¥19.30
China XD Electric
7D
20.0%
1Y
192.4%
002340
CN¥9.06
GEM
7D
-8.8%
1Y
32.8%
300750
CN¥354.77
Contemporary Amperex Technology
7D
3.7%
1Y
36.1%
600580
CN¥41.57
Wolong Electric GroupLtd
7D
-7.4%
1Y
74.5%
600406
CN¥30.01
NARI Technology
7D
9.9%
1Y
31.0%