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Chinese (SSE) Electrical Industry Analysis

UpdatedMay 06, 2026
DataAggregated Company Financials
Companies322
  • 7D2.6%
  • 3M8.6%
  • 1Y72.2%
  • YTD13.8%

In the last week, the Electrical industry is up 1.7%, with Contemporary Amperex Technology up 1.9%. In the same time, Jiangsu Zhongtian Technology was down 5.4%. This means that the industry has gained 75% over the past year. As for the next few years, earnings are expected to grow by 25% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 06 May 2026CN¥7.7tCN¥2.8tCN¥195.2b62x39.4x2.8x
Fri, 03 Apr 2026CN¥6.9tCN¥2.6tCN¥179.8b51.3x38.5x2.7x
Sun, 01 Mar 2026CN¥7.2tCN¥2.5tCN¥172.0b60.9x42x2.9x
Tue, 27 Jan 2026CN¥7.0tCN¥2.5tCN¥171.9b59.3x40.7x2.8x
Thu, 25 Dec 2025CN¥6.6tCN¥2.5tCN¥172.2b52.4x38.4x2.6x
Sat, 22 Nov 2025CN¥6.2tCN¥2.5tCN¥172.5b47x36.2x2.5x
Mon, 20 Oct 2025CN¥6.2tCN¥2.5tCN¥159.9b50.2x38.6x2.5x
Wed, 17 Sep 2025CN¥6.1tCN¥2.4tCN¥159.3b52.5x38.6x2.5x
Fri, 15 Aug 2025CN¥5.1tCN¥2.4tCN¥155.9b46.4x32.9x2.1x
Sun, 13 Jul 2025CN¥4.8tCN¥2.4tCN¥151.4b43.4x31.8x2x
Tue, 10 Jun 2025CN¥4.5tCN¥2.4tCN¥150.3b40.8x29.8x1.9x
Thu, 08 May 2025CN¥4.4tCN¥2.4tCN¥151.1b40.3x28.9x1.8x
Sat, 05 Apr 2025CN¥4.4tCN¥2.3tCN¥145.3b39.6x30.3x1.9x
Mon, 03 Mar 2025CN¥4.6tCN¥2.3tCN¥143.7b39.5x31.7x2x
Wed, 29 Jan 2025CN¥4.3tCN¥2.2tCN¥141.8b36.5x30.4x1.9x
Fri, 27 Dec 2024CN¥4.5tCN¥2.2tCN¥141.4b36.9x31.5x2x
Sun, 24 Nov 2024CN¥4.4tCN¥2.2tCN¥141.7b35.7x30.9x2x
Tue, 22 Oct 2024CN¥4.1tCN¥2.1tCN¥136.8b32.8x30.1x2x
Thu, 19 Sep 2024CN¥3.3tCN¥2.1tCN¥133.5b26.3x24.6x1.6x
Sat, 17 Aug 2024CN¥3.2tCN¥2.1tCN¥138.6b27.2x23.4x1.5x
Mon, 15 Jul 2024CN¥3.4tCN¥2.1tCN¥137.3b30.2x24.5x1.6x
Wed, 12 Jun 2024CN¥3.6tCN¥2.1tCN¥137.2b29.9x26x1.7x
Fri, 10 May 2024CN¥3.8tCN¥2.1tCN¥138.5b32.8x27.5x1.8x
Sun, 07 Apr 2024CN¥3.7tCN¥2.1tCN¥150.5b31.3x24.5x1.7x
Tue, 05 Mar 2024CN¥3.4tCN¥2.1tCN¥151.0b29.8x22.8x1.6x
Thu, 01 Feb 2024CN¥3.1tCN¥2.1tCN¥152.5b27x20.2x1.4x
Sat, 30 Dec 2023CN¥3.6tCN¥2.1tCN¥150.8b34.2x24.1x1.7x
Mon, 27 Nov 2023CN¥3.7tCN¥2.2tCN¥152.5b34.2x24.3x1.7x
Wed, 25 Oct 2023CN¥3.6tCN¥2.1tCN¥157.8b32.2x23x1.7x
Fri, 22 Sep 2023CN¥3.8tCN¥2.1tCN¥156.1b32.6x24.2x1.8x
Sun, 20 Aug 2023CN¥4.2tCN¥2.1tCN¥155.7b35.2x26.7x2x
Tue, 18 Jul 2023CN¥4.3tCN¥2.0tCN¥151.5b38.7x28.5x2.1x
Thu, 15 Jun 2023CN¥4.1tCN¥2.0tCN¥151.0b35.6x26.9x2x
Sat, 13 May 2023CN¥4.2tCN¥2.0tCN¥150.9b34.2x28x2.1x
Price to Earnings Ratio

28x


Total Market Cap: CN¥4.2tTotal Earnings: CN¥150.9bTotal Revenue: CN¥2.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Electrical Industry Price to Earnings3Y Average 30.1x202420252026
Current Industry PE
  • Investors are optimistic on the Chinese Electrical industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 39.5x which is higher than its 3-year average PE of 30.1x.
  • The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 2.8x.
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 Market1.52%
Industrials1.73%
Electrical2.57%
Electrical Components2.70%
Heavy Electrical Equipment1.69%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 44.0x.
    • Analysts are expecting annual earnings growth of 30.1%, which is higher than its past year's earnings growth of 6.4% per year.
  • Investors are most pessimistic about the Electrical Components industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 28.5x.
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 growth rate of 6.4% 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¥436.001.9%
+CN¥37.8b		88.2%PE25x
300274 Sungrow Power SupplyCN¥137.415.8%
+CN¥15.4b		121.0%PE23.7x
605117 Ningbo Deye Technology GroupCN¥150.637.6%
+CN¥9.7b		139.1%PE37.5x
300438 Guangzhou Great Power Energy and TechnologyCN¥86.1027.6%
+CN¥9.4b		259.0%PE210.4x
002851 Shenzhen Megmeet ElectricalCN¥120.2114.4%
+CN¥8.7b		160.2%PE453.9x

Latest News

002851
CN¥120.21
Shenzhen Megmeet Electrical
7D
14.4%
1Y
160.2%
002074
CN¥36.74
Gotion High-techLtd
7D
-5.9%
1Y
74.8%
600522
CN¥33.12
Jiangsu Zhongtian Technology
7D
-5.4%
1Y
135.6%
301358
CN¥102.24
Hunan Yuneng New Energy Battery MaterialLtd
7D
10.3%
1Y
241.8%
300438
CN¥86.10
Guangzhou Great Power Energy and Technology
7D
27.6%
1Y
259.0%
300750
CN¥436.00
Contemporary Amperex Technology
7D
1.9%
1Y
88.2%

Why CATL is the Company of the Future?

CATL (Contemporary Amperex Technology Co., Limited) / https://www.catl.com/en/inverelations/ is not just a battery manufacturer, but the backbone of global electrification. As of April 2026, the company maintains its status as the absolute technological and market leader, controlling nearly 40% of the global market.
300068
CN¥8.85
ZHEJIANG NARADA POWER SOURCE
7D
-20.0%
1Y
-40.5%
002202
CN¥27.55
Goldwind Science&Technology
7D
8.0%
1Y
211.7%

002202: New Buyback And Dividend Framework Will Support A Steady Outlook

Analysts have raised their price target for Goldwind Science & Technology from CN¥27.0 to CN¥33.1, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E as key factors behind the revised valuation. What's in the News The board authorized a new share repurchase plan on April 29, 2026, allowing Goldwind Science&Technology to buy back up to CNY 500m of shares at no more than CNY 13.28 per share, with repurchased shares to be cancelled and the program subject to shareholder approval for up to 12 months (company announcement).
603195
CN¥44.85
Goneo Group
7D
9.3%
1Y
-12.2%
600406
CN¥25.97
NARI Technology
7D
-0.4%
1Y
16.4%
600517
CN¥5.92
State Grid YingdaLtd
7D
-5.7%
1Y
19.8%
300274
CN¥137.41
Sungrow Power Supply
7D
5.8%
1Y
121.0%
002487
CN¥84.00
Dajin Heavy IndustryLtd
7D
-3.2%
1Y
201.1%
601179
CN¥16.92
China XD Electric
7D
-1.6%
1Y
166.5%
002733
CN¥27.66
Shenzhen Center Power Tech
7D
-14.0%
1Y
85.4%
605117
CN¥150.63
Ningbo Deye Technology Group
7D
7.6%
1Y
139.1%