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Chinese (SSE) Electrical Industry Analysis

UpdatedDec 14, 2025
DataAggregated Company Financials
Companies320
  • 7D1.0%
  • 3M9.8%
  • 1Y39.9%
  • YTD46.7%

Over the last 7 days, the Electrical industry has risen 1.0%, driven by gains from Contemporary Amperex Technology of 0.7%. This takes the industry's 12 month performance to a gain of 40%. Earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 14 Dec 2025CN¥6.6tCN¥2.5tCN¥172.5b50.8x38.4x2.6x
Tue, 11 Nov 2025CN¥6.9tCN¥2.5tCN¥172.2b53x39.8x2.7x
Thu, 09 Oct 2025CN¥6.7tCN¥2.4tCN¥159.6b54.2x42.1x2.7x
Sat, 06 Sep 2025CN¥5.9tCN¥2.4tCN¥158.7b50.1x37.1x2.4x
Mon, 04 Aug 2025CN¥4.8tCN¥2.4tCN¥155.9b44.1x31x2x
Wed, 02 Jul 2025CN¥4.7tCN¥2.4tCN¥151.2b41.1x30.8x2x
Fri, 30 May 2025CN¥4.4tCN¥2.4tCN¥150.3b39.8x29.6x1.9x
Sun, 27 Apr 2025CN¥4.2tCN¥2.3tCN¥149.6b36.6x28.1x1.8x
Tue, 25 Mar 2025CN¥4.6tCN¥2.3tCN¥145.5b42.3x31.5x2x
Thu, 20 Feb 2025CN¥4.5tCN¥2.3tCN¥142.6b39x31.3x2x
Sat, 18 Jan 2025CN¥4.3tCN¥2.2tCN¥141.4b36.9x30.2x1.9x
Mon, 16 Dec 2024CN¥4.5tCN¥2.2tCN¥141.6b37.2x31.6x2x
Wed, 13 Nov 2024CN¥4.6tCN¥2.2tCN¥141.4b38x32.8x2.1x
Fri, 11 Oct 2024CN¥4.2tCN¥2.1tCN¥134.4b32.3x31.1x2x
Sun, 08 Sep 2024CN¥3.3tCN¥2.1tCN¥133.9b26.3x24.5x1.6x
Tue, 06 Aug 2024CN¥3.3tCN¥2.1tCN¥138.5b27.9x23.6x1.6x
Thu, 04 Jul 2024CN¥3.3tCN¥2.1tCN¥137.2b28.6x24.4x1.6x
Sat, 01 Jun 2024CN¥3.7tCN¥2.1tCN¥137.2b32.6x26.9x1.7x
Mon, 29 Apr 2024CN¥3.6tCN¥2.1tCN¥144.6b30.4x25x1.7x
Wed, 27 Mar 2024CN¥3.6tCN¥2.1tCN¥150.5b30.9x24.2x1.7x
Fri, 23 Feb 2024CN¥3.2tCN¥2.2tCN¥152.7b27.5x21.3x1.5x
Sun, 21 Jan 2024CN¥3.4tCN¥2.2tCN¥152.8b32.2x22.4x1.6x
Tue, 19 Dec 2023CN¥3.4tCN¥2.1tCN¥150.8b32.5x22.5x1.6x
Thu, 16 Nov 2023CN¥3.9tCN¥2.1tCN¥152.3b35.1x25.3x1.8x
Sat, 14 Oct 2023CN¥3.8tCN¥2.1tCN¥156.2b34.3x24.5x1.8x
Mon, 11 Sep 2023CN¥4.0tCN¥2.1tCN¥156.1b34.9x25.5x1.9x
Wed, 09 Aug 2023CN¥4.3tCN¥2.1tCN¥156.1b36x27.6x2.1x
Fri, 07 Jul 2023CN¥4.3tCN¥2.0tCN¥151.3b38.8x28.5x2.1x
Sun, 04 Jun 2023CN¥4.2tCN¥2.0tCN¥150.9b36.4x28.1x2.1x
Tue, 02 May 2023CN¥4.2tCN¥2.0tCN¥150.1b35.2x28x2.1x
Thu, 30 Mar 2023CN¥4.3tCN¥1.8tCN¥122.7b36.8x34.9x2.3x
Sat, 25 Feb 2023CN¥4.5tCN¥1.7tCN¥114.8b37.8x39.3x2.6x
Mon, 23 Jan 2023CN¥4.6tCN¥1.7tCN¥109.9b36.3x42x2.7x
Wed, 21 Dec 2022CN¥4.2tCN¥1.7tCN¥109.7b34.3x38.7x2.5x
Price to Earnings Ratio

38.7x


Total Market Cap: CN¥4.2tTotal Earnings: CN¥109.7bTotal Revenue: CN¥1.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Electrical Industry Price to Earnings3Y Average 29.8x202320242025
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 38.4x which is higher than its 3-year average PE of 29.8x.
  • 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 16% per year over the last three years.
  • Revenues for these companies have grown 14% 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 Market0.26%
Industrials0.43%
Electrical1.01%
Heavy Electrical Equipment1.96%
Electrical Components0.86%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 40.4x.
    • Analysts are expecting annual earnings growth of 29.5%, which is higher than its past year's earnings growth of 4.0% 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 28.7x.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 29% over the next 5 years.
  • This is better than its past earnings growth rate of 4.0% per year.
  • In contrast, the Electrical Components industry is expected to see its earnings grow by 27% 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¥391.800.7%
+CN¥12.3b		46.7%PE27.8x
600089 TBEACN¥23.818.3%
+CN¥9.1b		85.7%PE23.1x
605117 Ningbo Deye Technology GroupCN¥90.906.5%
+CN¥5.0b		49.3%PE26.8x
002851 Shenzhen Megmeet ElectricalCN¥79.3712.5%
+CN¥4.8b		97.8%PE182.7x
002202 Goldwind Science&TechnologyCN¥16.987.1%
+CN¥4.8b		57.1%PE27.9x

Latest News

002851
CN¥79.37
Shenzhen Megmeet Electrical
7D
12.5%
1Y
97.8%
002202
CN¥16.98
Goldwind Science&Technology
7D
7.1%
1Y
57.1%

002202: Share Capital Reduction Will Support Margins While Outlook Remains Balanced

Analysts have modestly revised their price target on Goldwind Science&Technology upward to CNY 17.37. This reflects fine tuned assumptions on discount rates, revenue growth, profit margins, and future earnings multiples, while keeping fair value broadly unchanged.
300748
CN¥35.04
JL Mag Rare-Earth
7D
-3.8%
1Y
76.9%
300274
CN¥174.98
Sungrow Power Supply
7D
-3.9%
1Y
128.8%
600522
CN¥17.69
Jiangsu Zhongtian Technology
7D
5.5%
1Y
13.3%
600406
CN¥23.22
NARI Technology
7D
2.3%
1Y
-5.1%
301358
CN¥65.30
Hunan Yuneng New Energy Battery MaterialLtd
7D
-4.5%
1Y
38.0%
002028
CN¥152.10
Sieyuan Electric
7D
-4.3%
1Y
109.8%
688411
CN¥264.26
Beijing HyperStrong Technology
7D
-4.1%
1Y
n/a
605117
CN¥90.90
Ningbo Deye Technology Group
7D
6.5%
1Y
49.3%
600089
CN¥23.81
TBEA
7D
8.3%
1Y
85.7%
002249
CN¥10.40
Zhongshan Broad-Ocean Motor
7D
-4.6%
1Y
82.1%
300438
CN¥49.88
Guangzhou Great Power Energy and Technology
7D
-7.8%
1Y
57.8%
300014
CN¥71.00
EVE Energy
7D
2.7%
1Y
51.4%
603799
CN¥61.23
Zhejiang Huayou Cobalt
7D
-3.5%
1Y
94.6%
300750
CN¥391.80
Contemporary Amperex Technology
7D
0.7%
1Y
46.7%