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Chinese (SSE) Electrical Industry Analysis

UpdatedApr 15, 2025
DataAggregated Company Financials
Companies311
  • 7D5.5%
  • 3M-5.7%
  • 1Y7.9%
  • YTD-4.9%

The Electrical industry is up 5.5% in the last week, with Contemporary Amperex Technology up 4.2%. During this same period, the Shenzhen SOFARSOLAR underperformed, falling 20%. This means that the industry has gained 7.9% over the past year. Looking forward, earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 16 Apr 2025CN¥4.1tCN¥2.3tCN¥145.7b36.5x28.2x1.8x
Fri, 14 Mar 2025CN¥4.6tCN¥2.3tCN¥143.6b41.9x32x2x
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
Price to Earnings Ratio

41.4x


Total Market Cap: CN¥3.5tTotal Earnings: CN¥84.2bTotal Revenue: CN¥1.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Electrical Industry Price to Earnings3Y Average 32.9x202320242025
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 28.2x which is lower than its 3-year average PE of 32.9x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have grown 20% 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 Market6.38%
Industrials6.82%
Electrical5.51%
Heavy Electrical Equipment6.58%
Electrical Components5.32%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry, which is trading close to its 3-year average PE ratio of 36.9x.
    • Analysts are expecting annual earnings growth of 25.7%, which is higher than its past year's earnings growth of 11.9% per year.
  • Investors are most pessimistic about the Electrical Components industry, which is trading below its 3-year average of 33.6x.
Forecasted Growth
  • Analysts are most optimistic on the Electrical Components industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings decline of 3.0% per year.
  • In contrast, the Heavy Electrical Equipment 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¥228.154.2%
+CN¥39.9b
15.7%PE18.5x
688629 Sichuan Huafeng TechnologyCN¥52.8523.2%
+CN¥4.6b
162.2%PS22.3x
603799 Zhejiang Huayou CobaltCN¥31.027.2%
+CN¥3.5b
10.4%PE15.5x
003021 Shenzhen Zhaowei Machinery & ElectronicsCN¥113.4114.6%
+CN¥3.5b
206.3%PE129.1x
300274 Sungrow Power SupplyCN¥57.292.8%
+CN¥3.3b
-19.1%PE12x
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Latest News

300274

CN¥57.29

Sungrow Power Supply

7D

2.8%

1Y

-19.1%

300750

CN¥228.15

Contemporary Amperex Technology

7D

4.2%

1Y

15.7%

601179

CN¥6.29

China XD Electric

7D

-0.3%

1Y

-16.1%

002487

CN¥26.17

Dajin Heavy IndustryLtd

7D

20.1%

1Y

36.4%

000400

CN¥23.08

XJ Electric

7D

-6.9%

1Y

-15.2%

600312

CN¥17.58

Henan Pinggao ElectricLtd

7D

-4.7%

1Y

11.3%

300748

CN¥20.85

JL Mag Rare-Earth

7D

-1.6%

1Y

40.1%

300224

CN¥12.51

Yantai Zhenghai Magnetic Material

7D

-3.7%

1Y

19.5%

003021

CN¥113.41

Shenzhen Zhaowei Machinery & Electronics

7D

14.6%

1Y

206.3%

688349

CN¥24.03

Sany Renewable EnergyLtd

7D

-1.1%

1Y

-13.8%

603799

CN¥31.02

Zhejiang Huayou Cobalt

7D

7.2%

1Y

10.4%

600089

CN¥11.45

TBEA

7D

-0.9%

1Y

-21.0%

600580

CN¥23.39

Wolong Electric GroupLtd

7D

12.0%

1Y

72.1%