Narrative Update • Jul 25
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Chinese (SSE) Electrical Industry Analysis
UpdatedAug 04, 2026
DataAggregated Company Financials
Companies326
- 7D-1.4%
- 3M-18.9%
- 1Y25.5%
- YTD-8.2%
Over the last 7 days, the Electrical industry has dropped 1.4%, driven by pullbacks in Contemporary Amperex Technology and Sungrow Power Supply of 1.4% and 11%, respectively. This takes the industry's 12 month performance to a gain of 26%. Looking forward, earnings are forecast to grow by 25% annually.
Industry Valuation and Performance
Has the Chinese Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 04 Aug 2026 | CN¥6.3t | CN¥2.9t | CN¥203.1b | 47.6x | 31.2x | 2.2x |
| Thu, 02 Jul 2026 | CN¥7.2t | CN¥2.8t | CN¥195.9b | 56.6x | 37x | 2.6x |
| Sat, 30 May 2026 | CN¥7.8t | CN¥2.8t | CN¥195.6b | 62.3x | 40x | 2.8x |
| Mon, 27 Apr 2026 | CN¥7.7t | CN¥2.7t | CN¥193.7b | 59.3x | 39.5x | 2.8x |
| Wed, 25 Mar 2026 | CN¥7.2t | CN¥2.6t | CN¥180.6b | 54.6x | 39.7x | 2.8x |
| Fri, 20 Feb 2026 | CN¥7.1t | CN¥2.5t | CN¥172.2b | 58x | 41.5x | 2.8x |
| Sun, 18 Jan 2026 | CN¥6.9t | CN¥2.5t | CN¥171.9b | 56.1x | 40.1x | 2.7x |
| Tue, 16 Dec 2025 | CN¥6.5t | CN¥2.5t | CN¥172.5b | 50x | 37.9x | 2.6x |
| Thu, 13 Nov 2025 | CN¥6.7t | CN¥2.5t | CN¥172.2b | 52.4x | 39.1x | 2.7x |
| Sat, 11 Oct 2025 | CN¥6.6t | CN¥2.4t | CN¥159.6b | 53.9x | 41.2x | 2.7x |
| Mon, 08 Sep 2025 | CN¥5.9t | CN¥2.4t | CN¥158.9b | 50.1x | 37x | 2.4x |
| Wed, 06 Aug 2025 | CN¥4.9t | CN¥2.4t | CN¥155.8b | 44.8x | 31.6x | 2.1x |
| Fri, 04 Jul 2025 | CN¥4.7t | CN¥2.4t | CN¥150.9b | 42.9x | 31.1x | 2x |
| Sun, 01 Jun 2025 | CN¥4.4t | CN¥2.4t | CN¥150.3b | 38.4x | 29.1x | 1.9x |
| Tue, 29 Apr 2025 | CN¥4.2t | CN¥2.3t | CN¥147.3b | 36.2x | 28.4x | 1.8x |
| Thu, 27 Mar 2025 | CN¥4.6t | CN¥2.3t | CN¥145.6b | 42.8x | 31.4x | 2x |
| Sat, 22 Feb 2025 | CN¥4.7t | CN¥2.3t | CN¥142.8b | 40.7x | 32.6x | 2.1x |
| Mon, 20 Jan 2025 | CN¥4.3t | CN¥2.2t | CN¥141.6b | 36.9x | 30.1x | 1.9x |
| Wed, 18 Dec 2024 | CN¥4.4t | CN¥2.2t | CN¥141.4b | 35.8x | 31.4x | 2x |
| Fri, 15 Nov 2024 | CN¥4.6t | CN¥2.2t | CN¥141.4b | 36.6x | 32.3x | 2x |
| Sun, 13 Oct 2024 | CN¥4.0t | CN¥2.1t | CN¥134.4b | 30.5x | 29.5x | 1.9x |
| Tue, 10 Sep 2024 | CN¥3.3t | CN¥2.1t | CN¥134.3b | 26.5x | 24.3x | 1.5x |
| Thu, 08 Aug 2024 | CN¥3.3t | CN¥2.1t | CN¥138.5b | 28.4x | 24x | 1.6x |
| Sat, 06 Jul 2024 | CN¥3.3t | CN¥2.1t | CN¥137.3b | 28.9x | 24.2x | 1.6x |
| Mon, 03 Jun 2024 | CN¥3.7t | CN¥2.1t | CN¥137.2b | 32.6x | 26.9x | 1.7x |
| Wed, 01 May 2024 | CN¥3.7t | CN¥2.1t | CN¥139.9b | 31.8x | 26.3x | 1.7x |
| Fri, 29 Mar 2024 | CN¥3.6t | CN¥2.1t | CN¥150.6b | 30.6x | 23.8x | 1.7x |
| Sun, 25 Feb 2024 | CN¥3.3t | CN¥2.1t | CN¥150.4b | 28.9x | 21.9x | 1.5x |
| Tue, 23 Jan 2024 | CN¥3.3t | CN¥2.2t | CN¥152.8b | 30x | 21.5x | 1.5x |
| Thu, 21 Dec 2023 | CN¥3.4t | CN¥2.1t | CN¥150.8b | 32.5x | 22.4x | 1.6x |
| Sat, 18 Nov 2023 | CN¥3.8t | CN¥2.2t | CN¥152.5b | 35x | 25x | 1.8x |
| Mon, 16 Oct 2023 | CN¥3.8t | CN¥2.1t | CN¥156.0b | 34.3x | 24.5x | 1.8x |
| Wed, 13 Sep 2023 | CN¥4.0t | CN¥2.1t | CN¥156.1b | 35.5x | 25.5x | 1.9x |
| Fri, 11 Aug 2023 | CN¥4.3t | CN¥2.1t | CN¥156.1b | 36.4x | 27.8x | 2.1x |
Price to Earnings Ratio
27.8x
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 9.2% 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 | -2.08% | |
| Industrials | 0.028% | |
| Electrical | -1.41% | |
| Heavy Electrical Equipment | 3.51% | |
| Electrical Components | -2.12% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 300750 Contemporary Amperex Technology | CN¥395.10 | 1.1% +CN¥19.5b | 48.7% | PE21.4x | |
| 600406 NARI Technology | CN¥24.97 | 6.0% +CN¥11.3b | 13.9% | PE24x | |
| 600580 Wolong Electric GroupLtd | CN¥35.67 | 22.8% +CN¥10.3b | 52.6% | PE49x | |
| 002202 Goldwind Science&Technology | CN¥19.49 | 8.3% +CN¥6.3b | 99.3% | PE27.3x | |
| 600089 TBEA | CN¥21.38 | 5.6% +CN¥5.7b | 60.1% | PE17.8x |