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Chinese (SSE) Electrical Industry Analysis

UpdatedAug 01, 2026
DataAggregated Company Financials
Companies325
  • 7D1.3%
  • 3M-19.6%
  • 1Y25.8%
  • YTD-9.0%

The Electrical industry is up 1.3% in the last week, with Contemporary Amperex Technology up 3.2%. During this same period, the Sungrow Power Supply underperformed, falling 8.9%. This means that the industry has gained 26% over the past year. Earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 01 Aug 2026CN¥6.3tCN¥2.9tCN¥202.7b47.4x30.9x2.2x
Mon, 29 Jun 2026CN¥7.2tCN¥2.8tCN¥195.9b55.6x36.9x2.6x
Wed, 27 May 2026CN¥7.8tCN¥2.8tCN¥195.3b66.4x40x2.8x
Fri, 24 Apr 2026CN¥7.7tCN¥2.7tCN¥192.8b59.4x39.7x2.9x
Sun, 22 Mar 2026CN¥7.2tCN¥2.6tCN¥180.7b55.7x40x2.8x
Tue, 17 Feb 2026CN¥7.1tCN¥2.5tCN¥172.2b58x41.5x2.8x
Thu, 15 Jan 2026CN¥6.8tCN¥2.5tCN¥171.5b54.8x39.7x2.7x
Sat, 13 Dec 2025CN¥6.6tCN¥2.5tCN¥172.5b50.8x38.4x2.6x
Mon, 10 Nov 2025CN¥7.0tCN¥2.5tCN¥172.2b53.6x40.6x2.8x
Wed, 08 Oct 2025CN¥6.7tCN¥2.4tCN¥159.6b54.2x42.1x2.7x
Fri, 05 Sep 2025CN¥5.5tCN¥2.4tCN¥158.6b47.6x34.9x2.3x
Sun, 03 Aug 2025CN¥4.8tCN¥2.4tCN¥155.9b44.1x31x2x
Tue, 01 Jul 2025CN¥4.7tCN¥2.4tCN¥151.2b41.1x30.8x2x
Thu, 29 May 2025CN¥4.4tCN¥2.4tCN¥150.3b39x29.4x1.9x
Sat, 26 Apr 2025CN¥4.2tCN¥2.3tCN¥146.8b35.7x28.6x1.8x
Mon, 24 Mar 2025CN¥4.6tCN¥2.3tCN¥145.5b41.8x31.6x2x
Wed, 19 Feb 2025CN¥4.5tCN¥2.3tCN¥142.6b39x31.3x2x
Fri, 17 Jan 2025CN¥4.2tCN¥2.2tCN¥141.4b37.3x30x1.9x
Sun, 15 Dec 2024CN¥4.5tCN¥2.2tCN¥141.6b37.2x31.6x2x
Tue, 12 Nov 2024CN¥4.7tCN¥2.2tCN¥141.4b38.1x33x2.1x
Thu, 10 Oct 2024CN¥4.2tCN¥2.1tCN¥134.4b32.5x30.9x2x
Sat, 07 Sep 2024CN¥3.3tCN¥2.1tCN¥133.9b26.3x24.5x1.6x
Mon, 05 Aug 2024CN¥3.3tCN¥2.1tCN¥138.5b28.3x24.1x1.6x
Wed, 03 Jul 2024CN¥3.4tCN¥2.1tCN¥137.2b29x24.5x1.6x
Fri, 31 May 2024CN¥3.7tCN¥2.1tCN¥137.3b32.8x27.1x1.8x
Sun, 28 Apr 2024CN¥3.6tCN¥2.1tCN¥146.4b30.2x24.7x1.7x
Tue, 26 Mar 2024CN¥3.6tCN¥2.1tCN¥150.5b30.9x23.8x1.7x
Thu, 22 Feb 2024CN¥3.2tCN¥2.2tCN¥152.8b27.1x21.1x1.5x
Sat, 20 Jan 2024CN¥3.4tCN¥2.2tCN¥152.8b32.2x22.4x1.6x
Mon, 18 Dec 2023CN¥3.5tCN¥2.1tCN¥150.8b33.3x23x1.6x
Wed, 15 Nov 2023CN¥3.8tCN¥2.1tCN¥152.3b34.8x25x1.8x
Fri, 13 Oct 2023CN¥3.9tCN¥2.1tCN¥156.2b34.6x24.8x1.8x
Sun, 10 Sep 2023CN¥4.0tCN¥2.1tCN¥156.1b34.9x25.5x1.9x
Tue, 08 Aug 2023CN¥4.3tCN¥2.1tCN¥156.2b36x27.7x2.1x
Price to Earnings Ratio

27.7x


Total Market Cap: CN¥4.3tTotal Earnings: CN¥156.2bTotal Revenue: CN¥2.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Electrical Industry Price to Earnings3Y Average 30.8x202420252026
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 30.8x.
  • 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 9.1% 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 Market0.097%
Industrials1.85%
Electrical1.28%
Heavy Electrical Equipment3.07%
Electrical Components1.02%
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 44.5x.
    • Analysts are expecting annual earnings growth of 26.8%, which is higher than its past year's earnings growth of 7.2% per year.
  • Investors are most pessimistic about the Electrical Components industry, which is trading close to its 3-year average of 29.3x.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 27% over the next 5 years.
  • This is better than its past earnings growth rate of 7.2% per year.
  • In contrast, the Electrical Components industry is expected to see its earnings grow by 25% 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¥395.303.2%
+CN¥56.5b		50.3%PE21.4x
600406 NARI TechnologyCN¥24.353.3%
+CN¥6.1b		11.7%PE23.4x
603195 Goneo GroupCN¥41.738.1%
+CN¥5.7b		-11.8%PE18.2x
600580 Wolong Electric GroupLtdCN¥31.6911.3%
+CN¥5.0b		41.0%PE43.5x
300207 Sunwoda ElectronicLtdCN¥19.0512.6%
+CN¥3.9b		-10.8%PE44.7x

Latest News

688668
CN¥190.28
Dongguan Dingtong Precision Metal
7D
-14.5%
1Y
111.4%
300274
CN¥103.37
Sungrow Power Supply
7D
-8.9%
1Y
37.3%
600580
CN¥31.69
Wolong Electric GroupLtd
7D
11.3%
1Y
41.0%
300750
CN¥395.30
Contemporary Amperex Technology
7D
3.2%
1Y
50.3%
002202
CN¥18.39
Goldwind Science&Technology
7D
4.4%
1Y
88.8%
Narrative Update • Jul 25

002202: Share Repurchases And Dividend Policy Will Drive Stronger Future Returns

Analysts have trimmed their price target for Goldwind Science&Technology from CN¥26.13 to CN¥25.18, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News Goldwind Science&Technology completed a share repurchase of 12,643,811 shares, representing 0.29% of its share capital, for CNY 293.67 million under the buyback announced on April 29, 2026.
002851
CN¥106.45
Shenzhen Megmeet Electrical
7D
-12.9%
1Y
79.2%
600522
CN¥28.52
Jiangsu Zhongtian Technology
7D
-9.1%
1Y
103.4%
002028
CN¥156.51
Sieyuan Electric
7D
-3.8%
1Y
98.5%
300207
CN¥19.05
Sunwoda ElectronicLtd
7D
12.6%
1Y
-10.8%
002074
CN¥28.55
Gotion High-techLtd
7D
6.3%
1Y
-0.8%
600406
CN¥24.35
NARI Technology
7D
3.3%
1Y
11.7%
301511
CN¥66.30
Jiujiang Defu Technology
7D
-12.2%
1Y
85.5%
605117
CN¥81.81
Ningbo Deye Technology Group
7D
-7.5%
1Y
120.5%
688629
CN¥137.90
Sichuan Huafeng Technology
7D
-10.2%
1Y
144.7%
600089
CN¥20.94
TBEA
7D
2.7%
1Y
56.3%
603195
CN¥41.73
Goneo Group
7D
8.1%
1Y
-11.8%