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Chinese (SSE) Electrical Industry Analysis

UpdatedSep 19, 2025
DataAggregated Company Financials
Companies316
  • 7D4.9%
  • 3M42.4%
  • 1Y74.6%
  • YTD40.2%

In the last week, the Electrical industry is up 8.8%, with Contemporary Amperex Technology up 14%. During this same period, the Gotion High-techLtd underperformed, falling 5.3%. This takes the industry's 12 month performance to a gain of 78%. 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
Fri, 19 Sep 2025CN¥6.3tCN¥2.4tCN¥159.3b51.9x39.3x2.6x
Sun, 17 Aug 2025CN¥5.2tCN¥2.4tCN¥155.8b47.3x33.7x2.2x
Tue, 15 Jul 2025CN¥4.8tCN¥2.4tCN¥151.4b43.6x31.9x2x
Thu, 12 Jun 2025CN¥4.5tCN¥2.4tCN¥150.3b40.2x29.9x1.9x
Sat, 10 May 2025CN¥4.4tCN¥2.4tCN¥151.1b39.6x29.3x1.9x
Mon, 07 Apr 2025CN¥4.4tCN¥2.3tCN¥145.3b39.6x30.3x1.9x
Wed, 05 Mar 2025CN¥4.6tCN¥2.3tCN¥143.7b40.9x31.9x2x
Fri, 31 Jan 2025CN¥4.3tCN¥2.2tCN¥141.8b36.5x30.4x1.9x
Sun, 29 Dec 2024CN¥4.5tCN¥2.2tCN¥141.4b37.3x31.5x2x
Tue, 26 Nov 2024CN¥4.4tCN¥2.2tCN¥141.7b36x31.3x2x
Thu, 24 Oct 2024CN¥4.2tCN¥2.1tCN¥136.9b34x30.8x2x
Sat, 21 Sep 2024CN¥3.3tCN¥2.1tCN¥134.3b26.2x24.5x1.6x
Mon, 19 Aug 2024CN¥3.2tCN¥2.1tCN¥138.4b27.2x23.5x1.5x
Wed, 17 Jul 2024CN¥3.3tCN¥2.1tCN¥137.3b28.5x24.4x1.6x
Fri, 14 Jun 2024CN¥3.6tCN¥2.1tCN¥137.2b30.9x26x1.7x
Sun, 12 May 2024CN¥3.8tCN¥2.1tCN¥138.5b32.7x27.3x1.8x
Tue, 09 Apr 2024CN¥3.6tCN¥2.1tCN¥150.5b30.8x24.1x1.7x
Thu, 07 Mar 2024CN¥3.5tCN¥2.1tCN¥151.0b30.7x23x1.6x
Sat, 03 Feb 2024CN¥3.0tCN¥2.2tCN¥152.6b25.7x19.4x1.4x
Mon, 01 Jan 2024CN¥3.6tCN¥2.1tCN¥150.8b34.2x24.1x1.7x
Wed, 29 Nov 2023CN¥3.7tCN¥2.2tCN¥152.5b34.6x24.4x1.7x
Fri, 27 Oct 2023CN¥3.7tCN¥2.1tCN¥158.1b32.1x23.1x1.7x
Sun, 24 Sep 2023CN¥3.9tCN¥2.1tCN¥156.1b33.9x24.7x1.8x
Tue, 22 Aug 2023CN¥4.2tCN¥2.1tCN¥155.7b35.2x26.7x2x
Thu, 20 Jul 2023CN¥4.2tCN¥2.0tCN¥151.5b37.9x28x2.1x
Sat, 17 Jun 2023CN¥4.3tCN¥2.0tCN¥151.0b37.3x28.4x2.1x
Mon, 15 May 2023CN¥4.2tCN¥2.0tCN¥150.5b33.9x28.1x2.1x
Wed, 12 Apr 2023CN¥4.3tCN¥1.8tCN¥121.7b37.3x35.2x2.3x
Fri, 10 Mar 2023CN¥4.4tCN¥1.8tCN¥115.1b38x38.2x2.5x
Sun, 05 Feb 2023CN¥4.7tCN¥1.7tCN¥111.2b37.7x42x2.7x
Tue, 03 Jan 2023CN¥4.2tCN¥1.7tCN¥109.8b33.9x38.6x2.5x
Thu, 01 Dec 2022CN¥4.3tCN¥1.7tCN¥109.6b34.8x39.6x2.6x
Sat, 29 Oct 2022CN¥4.2tCN¥1.7tCN¥105.9b33.1x39.6x2.5x
Mon, 26 Sep 2022CN¥4.4tCN¥1.6tCN¥97.0b33.8x45.8x2.8x
Price to Earnings Ratio

45.8x


Total Market Cap: CN¥4.4tTotal Earnings: CN¥97.0bTotal Revenue: CN¥1.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Electrical Industry Price to Earnings3Y Average 30x202320242025
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 39.7x which is higher than its 3-year average PE of 30.0x.
  • The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have grown 18% per year over the last three years.
  • Revenues for these companies have grown 15% 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 Market0.013%
Industrials1.83%
Electrical4.88%
Electrical Components5.34%
Heavy Electrical Equipment1.77%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 38.8x.
    • Analysts are expecting annual earnings growth of 27.8%, which is higher than its past year's earnings growth of 0.4% 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 29.3x.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 28% over the next 5 years.
  • This is better than its past earnings growth rate of 0.4% 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¥366.8913.7%
+CN¥201.4b
96.3%PE28.5x
600580 Wolong Electric GroupLtdCN¥56.6735.1%
+CN¥22.9b
562.8%PE94.1x
688629 Sichuan Huafeng TechnologyCN¥106.2129.0%
+CN¥11.0b
503.1%PE324.5x
300274 Sungrow Power SupplyCN¥142.553.8%
+CN¥10.7b
81.9%PE21.2x
603799 Zhejiang Huayou CobaltCN¥50.57-2.1%
CN¥5.5b
129.3%PE17.7x

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