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Chinese (SSE) Electrical Industry Analysis

UpdatedSep 11, 2026
DataAggregated Company Financials
Companies324
  • 7D-1.7%
  • 3M-16.9%
  • 1Y-1.7%
  • YTD-12.4%

Over the last 7 days, the Electrical industry has dropped 1.7%, driven by Contemporary Amperex Technology declining 3.3%. On the other hand Jiujiang Defu Technology is actually up 21%. Over the last year, the industry has been flat overall. 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
Fri, 11 Sep 2026CN¥6.0tCN¥3.0tCN¥209.2b47x28.8x2x
Sun, 09 Aug 2026CN¥6.5tCN¥2.9tCN¥203.1b50.3x32.3x2.3x
Tue, 07 Jul 2026CN¥7.0tCN¥2.8tCN¥195.9b54.5x35.8x2.5x
Thu, 04 Jun 2026CN¥7.8tCN¥2.8tCN¥195.9b61.1x39.7x2.8x
Sat, 02 May 2026CN¥7.7tCN¥2.8tCN¥194.4b61.6x39.5x2.8x
Mon, 30 Mar 2026CN¥7.3tCN¥2.6tCN¥181.0b54.9x40.3x2.8x
Wed, 25 Feb 2026CN¥7.1tCN¥2.5tCN¥171.8b59.6x41.5x2.8x
Fri, 23 Jan 2026CN¥6.9tCN¥2.5tCN¥171.9b58.9x40.4x2.8x
Sun, 21 Dec 2025CN¥6.4tCN¥2.5tCN¥172.5b50x37.2x2.5x
Tue, 18 Nov 2025CN¥6.8tCN¥2.5tCN¥172.5b52.3x39.4x2.7x
Thu, 16 Oct 2025CN¥6.5tCN¥2.4tCN¥159.5b53.6x40.7x2.7x
Sat, 13 Sep 2025CN¥6.0tCN¥2.4tCN¥159.3b51.3x37.5x2.4x
Mon, 11 Aug 2025CN¥5.0tCN¥2.4tCN¥155.8b44.7x31.8x2.1x
Wed, 09 Jul 2025CN¥4.8tCN¥2.4tCN¥151.1b43.8x31.7x2x
Fri, 06 Jun 2025CN¥4.5tCN¥2.4tCN¥150.3b40.2x29.8x1.9x
Sun, 04 May 2025CN¥4.2tCN¥2.4tCN¥151.8b37.1x27.9x1.8x
Tue, 01 Apr 2025CN¥4.5tCN¥2.3tCN¥145.5b40.8x30.6x2x
Thu, 27 Feb 2025CN¥4.7tCN¥2.3tCN¥142.7b40.7x32.7x2.1x
Sat, 25 Jan 2025CN¥4.4tCN¥2.2tCN¥141.8b38x31x2x
Mon, 23 Dec 2024CN¥4.4tCN¥2.2tCN¥141.4b36.7x31.4x2x
Wed, 20 Nov 2024CN¥4.5tCN¥2.2tCN¥141.4b35.6x31.8x2x
Fri, 18 Oct 2024CN¥3.9tCN¥2.1tCN¥134.2b30.9x28.8x1.8x
Sun, 15 Sep 2024CN¥3.3tCN¥2.1tCN¥134.4b25.8x24.3x1.5x
Tue, 13 Aug 2024CN¥3.2tCN¥2.1tCN¥138.7b27.7x23.4x1.5x
Thu, 11 Jul 2024CN¥3.3tCN¥2.1tCN¥137.3b29.1x23.8x1.5x
Sat, 08 Jun 2024CN¥3.6tCN¥2.1tCN¥137.2b30.2x26x1.7x
Mon, 06 May 2024CN¥3.7tCN¥2.1tCN¥138.5b31.5x26.6x1.7x
Wed, 03 Apr 2024CN¥3.7tCN¥2.1tCN¥150.5b31.5x24.9x1.8x
Fri, 01 Mar 2024CN¥3.4tCN¥2.1tCN¥150.9b29.1x22.4x1.6x
Sun, 28 Jan 2024CN¥3.3tCN¥2.1tCN¥152.5b31x21.7x1.5x
Tue, 26 Dec 2023CN¥3.5tCN¥2.1tCN¥150.8b32.8x23.1x1.6x
Thu, 23 Nov 2023CN¥3.7tCN¥2.2tCN¥152.5b34.6x24.5x1.7x
Sat, 21 Oct 2023CN¥3.7tCN¥2.1tCN¥157.7b32.1x23.5x1.7x
Mon, 18 Sep 2023CN¥3.8tCN¥2.1tCN¥156.1b34x24.6x1.8x
Price to Earnings Ratio

24.6x


Total Market Cap: CN¥3.8tTotal Earnings: CN¥156.1bTotal Revenue: CN¥2.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Electrical Industry Price to Earnings3Y Average 31x202420252026
Current Industry PE
  • Investors are relatively neutral on the Chinese Electrical industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 31.0x.
  • The industry is trading close to its 3-year average PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have grown 10% 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-0.42%
Industrials-0.59%
Electrical-1.73%
Heavy Electrical Equipment0.19%
Electrical Components-2.00%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry even though it's trading below its 3-year average PE ratio of 44.6x.
    • Analysts are expecting annual earnings growth of 30.3%, which is higher than its past year's earnings decline of 3.3% per year.
  • Investors are most pessimistic about the Electrical Components industry, which is trading close to its 3-year average of 29.4x.
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 decline of 3.3% per year.
  • In contrast, the Electrical Components industry is expected to see its earnings grow by 27% 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
301511 Jiujiang Defu TechnologyCN¥108.6821.3%
+CN¥12.0b		200.2%PE202.2x
600869 Far East Smarter EnergyCN¥24.1014.5%
+CN¥6.7b		235.2%PE438x
688800 Suzhou Recodeal Interconnect SystemLtdCN¥69.3015.2%
+CN¥2.6b		29.7%PE78.4x
688813 Xi'an Taijin New Energy & Materials Sci-TechCN¥120.9614.8%
+CN¥2.5b		n/aPE103.5x
688660 Shanghai Electric Wind Power GroupCN¥9.2423.5%
+CN¥2.3b		-50.2%PS0.7x

Latest News

300913
CN¥42.90
Zhejiang Zhaolong Interconnect TechnologyLtd
7D
23.2%
1Y
-27.1%
300602
CN¥36.77
Shenzhen FRD Science & Technology
7D
-14.1%
1Y
23.8%
300274
CN¥84.12
Sungrow Power Supply
7D
-4.9%
1Y
-37.2%
300750
CN¥331.01
Contemporary Amperex Technology
7D
-5.7%
1Y
1.8%
603799
CN¥36.05
Zhejiang Huayou Cobalt
7D
-5.3%
1Y
-31.1%
002202
CN¥18.60
Goldwind Science&Technology
7D
6.3%
1Y
50.5%
Narrative Update • Sep 03

002202: Share Buybacks And Dividend Payouts Will Support Stronger Future Returns

Analysts now place Goldwind Science & Technology's fair value at CN¥24.47, down from CN¥25.18, citing updated assumptions that include a slightly higher discount rate, modestly adjusted revenue growth and profit margin expectations, and a lower future P/E estimate. What's in the News for Goldwind Science&Technology A board meeting is scheduled for August 25, 2026 to consider and approve interim results for Goldwind Science&Technology and its subsidiaries for the six months ended June 30, 2026.
300207
CN¥18.48
Sunwoda ElectronicLtd
7D
9.7%
1Y
-35.3%
600522
CN¥34.45
Jiangsu Zhongtian Technology
7D
8.7%
1Y
113.2%
002028
CN¥134.50
Sieyuan Electric
7D
-8.6%
1Y
43.9%
600406
CN¥22.29
NARI Technology
7D
-1.8%
1Y
0.2%
300919
CN¥37.60
CNGR Advanced Material
7D
-4.6%
1Y
-12.9%
688813
CN¥125.99
Xi'an Taijin New Energy & Materials Sci-Tech
7D
23.1%
1Y
n/a
603618
CN¥40.70
Hangzhou Cable
7D
11.6%
1Y
478.9%
301511
CN¥106.35
Jiujiang Defu Technology
7D
25.0%
1Y
188.8%
600869
CN¥25.35
Far East Smarter Energy
7D
19.6%
1Y
259.1%
300014
CN¥48.50
EVE Energy
7D
-5.0%
1Y
-34.3%