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Chinese (SSE) Electrical Industry Analysis

UpdatedFeb 08, 2025
DataAggregated Company Financials
Companies308
  • 7D2.9%
  • 3M-3.4%
  • 1Y33.5%
  • YTD3.6%

The Electrical industry is up 2.9% in the last week, with Contemporary Amperex Technology up 1.7%. During this same period, the Shenzhen Megmeet Electrical underperformed, falling 8.0%. In the last 12 months, the industry was up 34%. 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
Sun, 09 Feb 2025CN¥4.4tCN¥2.3tCN¥142.4b37.8x31.1x2x
Tue, 07 Jan 2025CN¥4.2tCN¥2.2tCN¥141.4b34x29.5x1.9x
Thu, 05 Dec 2024CN¥4.5tCN¥2.2tCN¥141.9b36.1x31.4x2x
Sat, 02 Nov 2024CN¥4.1tCN¥2.1tCN¥134.7b35.3x30.7x2x
Mon, 30 Sep 2024CN¥3.8tCN¥2.1tCN¥134.4b28.7x27.9x1.8x
Wed, 28 Aug 2024CN¥3.2tCN¥2.1tCN¥138.9b25.5x22.9x1.5x
Fri, 26 Jul 2024CN¥3.4tCN¥2.1tCN¥137.3b27.8x24.5x1.6x
Sun, 23 Jun 2024CN¥3.5tCN¥2.1tCN¥137.2b29.9x25.5x1.7x
Tue, 21 May 2024CN¥3.8tCN¥2.1tCN¥135.6b33x27.7x1.8x
Thu, 18 Apr 2024CN¥3.6tCN¥2.1tCN¥147.2b29.5x24.6x1.7x
Sat, 16 Mar 2024CN¥3.6tCN¥2.1tCN¥151.0b31.8x24.1x1.7x
Mon, 12 Feb 2024CN¥3.2tCN¥2.2tCN¥152.5b25.7x20.9x1.5x
Wed, 10 Jan 2024CN¥3.5tCN¥2.2tCN¥152.3b34.1x22.7x1.6x
Fri, 08 Dec 2023CN¥3.6tCN¥2.1tCN¥150.8b32.8x23.6x1.7x
Sun, 05 Nov 2023CN¥3.8tCN¥2.1tCN¥152.1b33.6x24.7x1.8x
Tue, 03 Oct 2023CN¥3.9tCN¥2.1tCN¥156.2b34.2x24.8x1.8x
Thu, 31 Aug 2023CN¥4.1tCN¥2.1tCN¥158.2b35.4x26.1x2x
Sat, 29 Jul 2023CN¥4.2tCN¥2.1tCN¥156.0b35.9x27x2.1x
Mon, 26 Jun 2023CN¥4.2tCN¥2.0tCN¥151.0b37.3x27.9x2.1x
Wed, 24 May 2023CN¥4.2tCN¥2.0tCN¥150.7b36.2x28.2x2.1x
Fri, 21 Apr 2023CN¥4.2tCN¥1.9tCN¥125.3b36x33.6x2.3x
Sun, 19 Mar 2023CN¥4.2tCN¥1.8tCN¥118.6b35.9x35.1x2.3x
Tue, 14 Feb 2023CN¥4.7tCN¥1.7tCN¥112.4b39.7x42.3x2.8x
Thu, 12 Jan 2023CN¥4.5tCN¥1.7tCN¥109.8b35x40.7x2.6x
Sat, 10 Dec 2022CN¥4.5tCN¥1.7tCN¥109.7b34.9x40.7x2.6x
Mon, 07 Nov 2022CN¥4.6tCN¥1.7tCN¥109.7b36.2x42x2.7x
Wed, 05 Oct 2022CN¥4.3tCN¥1.6tCN¥97.0b32x43.9x2.7x
Fri, 02 Sep 2022CN¥4.7tCN¥1.6tCN¥96.8b37.3x48.7x2.9x
Sun, 31 Jul 2022CN¥5.1tCN¥1.5tCN¥85.6b41x59.6x3.4x
Tue, 28 Jun 2022CN¥4.8tCN¥1.5tCN¥83.5b38.9x57.9x3.3x
Thu, 26 May 2022CN¥3.8tCN¥1.5tCN¥81.8b33.6x46.2x2.6x
Sat, 23 Apr 2022CN¥3.5tCN¥1.3tCN¥84.2b31x41.4x2.6x
Mon, 21 Mar 2022CN¥4.4tCN¥1.3tCN¥83.4b37.7x52.7x3.3x
Wed, 16 Feb 2022CN¥4.6tCN¥1.3tCN¥84.4b39.4x54x3.5x
Price to Earnings Ratio

54x


Total Market Cap: CN¥4.6tTotal Earnings: CN¥84.4bTotal Revenue: CN¥1.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Electrical Industry Price to Earnings3Y Average 34.2x202320242025
Current Industry PE
  • Investors are pessimistic on the Chinese Electrical industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 31.1x which is lower than its 3-year average PE of 34.2x.
  • The 3-year average PS ratio of 2.2x is higher than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have grown 19% per year over the last three years.
  • Revenues for these companies have grown 20% 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 Market3.28%
Industrials2.95%
Electrical2.90%
Electrical Components3.30%
Heavy Electrical Equipment0.58%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 36.2x.
    • Analysts are expecting annual earnings growth of 28.3%, which is higher than its past year's earnings growth of 17.6% per year.
  • Investors are most pessimistic about the Electrical Components industry, which is trading below its 3-year average of 35.4x.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 28% over the next 5 years.
  • This is better than its past earnings growth rate of 18% 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¥261.281.7%
+CN¥18.8b
60.5%PE23.4x
600580 Wolong Electric GroupLtdCN¥26.5428.3%
+CN¥7.6b
153.2%PE140.5x
603728 Shanghai Moons' ElectricCN¥78.6026.1%
+CN¥6.8b
94.1%PE317.3x
300014 EVE EnergyCN¥45.557.2%
+CN¥6.2b
29.4%PE24.4x
300274 Sungrow Power SupplyCN¥74.403.2%
+CN¥4.7b
21.8%PE15.6x
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002851

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