Header cover image

Chinese (SSE) Electrical Industry Analysis

UpdatedJul 29, 2026
DataAggregated Company Financials
Companies325
  • 7D0.3%
  • 3M-20.6%
  • 1Y19.8%
  • YTD-9.6%

The Electrical industry is up 6.6% in the last week, with Contemporary Amperex Technology up 2.3%. In the same time, Jiangsu Zhongtian Technology was down 13%. This takes the industry's 12 month performance to a gain of 24%. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 29 Jul 2026CN¥6.2tCN¥2.9tCN¥202.4b46.7x30.7x2.2x
Fri, 26 Jun 2026CN¥7.6tCN¥2.8tCN¥195.9b58.3x38.7x2.7x
Sun, 24 May 2026CN¥7.9tCN¥2.8tCN¥195.3b64.7x40.4x2.8x
Tue, 21 Apr 2026CN¥7.6tCN¥2.7tCN¥190.6b59.2x40.1x2.9x
Thu, 19 Mar 2026CN¥7.4tCN¥2.6tCN¥180.2b57.7x41x2.9x
Sat, 14 Feb 2026CN¥7.1tCN¥2.5tCN¥172.2b58x41.5x2.8x
Mon, 12 Jan 2026CN¥6.9tCN¥2.5tCN¥171.5b53.9x40x2.7x
Wed, 10 Dec 2025CN¥6.6tCN¥2.5tCN¥172.5b50.3x38.2x2.6x
Fri, 07 Nov 2025CN¥6.9tCN¥2.5tCN¥172.2b53.3x40.3x2.7x
Sun, 05 Oct 2025CN¥6.7tCN¥2.4tCN¥159.6b54.2x42.1x2.7x
Tue, 02 Sep 2025CN¥5.6tCN¥2.4tCN¥158.5b48.3x35.4x2.3x
Thu, 31 Jul 2025CN¥5.0tCN¥2.4tCN¥151.7b43.7x32.8x2.1x
Sat, 28 Jun 2025CN¥4.6tCN¥2.4tCN¥151.1b41.3x30.5x1.9x
Mon, 26 May 2025CN¥4.5tCN¥2.4tCN¥150.3b39.4x29.9x1.9x
Wed, 23 Apr 2025CN¥4.1tCN¥2.3tCN¥147.9b36.4x27.9x1.8x
Fri, 21 Mar 2025CN¥4.7tCN¥2.3tCN¥145.3b42.3x32.2x2.1x
Sun, 16 Feb 2025CN¥4.5tCN¥2.3tCN¥142.6b37.9x31.3x2x
Tue, 14 Jan 2025CN¥4.1tCN¥2.1tCN¥137.0b34.3x30.1x1.9x
Thu, 12 Dec 2024CN¥4.5tCN¥2.2tCN¥141.6b37.8x32x2x
Sat, 09 Nov 2024CN¥4.5tCN¥2.2tCN¥141.4b37x32.2x2x
Mon, 07 Oct 2024CN¥4.2tCN¥2.1tCN¥134.4b32.5x31.1x2x
Wed, 04 Sep 2024CN¥3.3tCN¥2.1tCN¥133.8b27.2x24.9x1.6x
Fri, 02 Aug 2024CN¥3.4tCN¥2.1tCN¥138.5b29.1x24.5x1.6x
Sun, 30 Jun 2024CN¥3.4tCN¥2.1tCN¥137.2b29.5x25x1.6x
Tue, 28 May 2024CN¥3.7tCN¥2.1tCN¥137.2b32.8x27.2x1.8x
Thu, 25 Apr 2024CN¥3.5tCN¥2.1tCN¥146.4b29.7x24.2x1.7x
Sat, 23 Mar 2024CN¥3.7tCN¥2.1tCN¥151.0b32x24.2x1.7x
Mon, 19 Feb 2024CN¥3.2tCN¥2.2tCN¥152.8b25.5x20.9x1.5x
Wed, 17 Jan 2024CN¥3.6tCN¥2.2tCN¥152.8b34.1x23.3x1.7x
Fri, 15 Dec 2023CN¥3.5tCN¥2.1tCN¥150.8b33.9x23.3x1.6x
Sun, 12 Nov 2023CN¥3.8tCN¥2.1tCN¥152.3b34.6x25.1x1.8x
Tue, 10 Oct 2023CN¥3.8tCN¥2.1tCN¥156.2b34.3x24.6x1.8x
Thu, 07 Sep 2023CN¥4.1tCN¥2.1tCN¥156.1b35.4x26.2x1.9x
Sat, 05 Aug 2023CN¥4.3tCN¥2.1tCN¥155.9b36.1x27.9x2.1x
Price to Earnings Ratio

27.9x


Total Market Cap: CN¥4.3tTotal Earnings: CN¥155.9bTotal 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 Market-2.85%
Industrials-0.26%
Electrical0.34%
Heavy Electrical Equipment2.02%
Electrical Components0.097%
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 26.9%, which is higher than its past year's earnings growth of 8.1% per year.
  • Investors are most pessimistic about the Electrical Components industry, which is trading close to its 3-year average of 29.2x.
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 8.1% 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¥390.862.3%
+CN¥41.2b
33.9%PE21.1x
300274 Sungrow Power SupplyCN¥112.087.7%
+CN¥16.4b
48.5%PE19.3x
601179 China XD ElectricCN¥13.448.8%
+CN¥5.6b
100.0%PE52.1x
002028 Sieyuan ElectricCN¥161.283.5%
+CN¥4.2b
97.0%PE37.7x
600089 TBEACN¥20.253.8%
+CN¥3.8b
44.4%PE16.8x

Latest News