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Chinese (SSE) Electrical Industry Analysis

UpdatedJul 25, 2026
DataAggregated Company Financials
Companies325
  • 7D2.7%
  • 3M-20.3%
  • 1Y20.8%
  • YTD-10.2%

The Electrical industry is up 1.0% in the last week, with Contemporary Amperex Technology up 6.4%. During this same period, the Jiujiang Defu Technology underperformed, falling 22%. In the last 12 months, the industry was up 23%. As for the next few years, earnings are expected to grow by 26% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 25 Jul 2026CN¥6.2tCN¥2.8tCN¥196.4b46.2x31.5x2.2x
Mon, 22 Jun 2026CN¥7.6tCN¥2.8tCN¥195.9b59.6x38.7x2.7x
Wed, 20 May 2026CN¥8.0tCN¥2.8tCN¥195.3b67x40.7x2.8x
Fri, 17 Apr 2026CN¥7.6tCN¥2.7tCN¥189.1b57x40.3x2.9x
Sun, 15 Mar 2026CN¥7.5tCN¥2.6tCN¥180.2b60.1x41.9x2.9x
Tue, 10 Feb 2026CN¥7.0tCN¥2.5tCN¥172.2b59x40.6x2.8x
Thu, 08 Jan 2026CN¥6.8tCN¥2.5tCN¥171.5b53.5x39.6x2.7x
Sat, 06 Dec 2025CN¥6.5tCN¥2.5tCN¥172.5b49.3x37.9x2.6x
Mon, 03 Nov 2025CN¥6.7tCN¥2.5tCN¥172.2b51.3x38.8x2.6x
Wed, 01 Oct 2025CN¥6.7tCN¥2.4tCN¥159.6b54.2x42.1x2.7x
Fri, 29 Aug 2025CN¥5.4tCN¥2.4tCN¥158.1b48.1x34.4x2.2x
Sun, 27 Jul 2025CN¥5.0tCN¥2.4tCN¥151.6b44.3x33.1x2.1x
Tue, 24 Jun 2025CN¥4.4tCN¥2.4tCN¥151.1b39.5x29.3x1.9x
Thu, 22 May 2025CN¥4.6tCN¥2.4tCN¥150.0b40.6x30.5x1.9x
Sat, 19 Apr 2025CN¥4.1tCN¥2.3tCN¥149.6b36.3x27.1x1.8x
Mon, 17 Mar 2025CN¥4.7tCN¥2.3tCN¥145.3b42x32.2x2.1x
Wed, 12 Feb 2025CN¥4.4tCN¥2.3tCN¥142.5b38.2x30.7x1.9x
Fri, 10 Jan 2025CN¥4.2tCN¥2.2tCN¥141.4b36.6x29.8x1.9x
Sun, 08 Dec 2024CN¥4.5tCN¥2.2tCN¥141.9b37.3x31.9x2x
Tue, 05 Nov 2024CN¥4.4tCN¥2.2tCN¥141.2b35.5x30.8x1.9x
Thu, 03 Oct 2024CN¥4.2tCN¥2.1tCN¥134.4b32.5x31.1x2x
Sat, 31 Aug 2024CN¥3.3tCN¥2.1tCN¥138.0b26.2x24x1.6x
Mon, 29 Jul 2024CN¥3.4tCN¥2.1tCN¥138.8b28.3x24.6x1.6x
Wed, 26 Jun 2024CN¥3.4tCN¥2.1tCN¥137.2b28.7x24.9x1.6x
Fri, 24 May 2024CN¥3.7tCN¥2.1tCN¥135.6b32.7x27.4x1.8x
Sun, 21 Apr 2024CN¥3.6tCN¥2.1tCN¥146.3b28.8x24.3x1.7x
Tue, 19 Mar 2024CN¥3.7tCN¥2.1tCN¥150.8b32x24.7x1.7x
Thu, 15 Feb 2024CN¥3.2tCN¥2.2tCN¥152.8b25.5x20.9x1.5x
Sat, 13 Jan 2024CN¥3.5tCN¥2.2tCN¥152.3b34.3x23.3x1.6x
Mon, 11 Dec 2023CN¥3.5tCN¥2.1tCN¥150.8b33.1x23.5x1.7x
Wed, 08 Nov 2023CN¥3.9tCN¥2.1tCN¥152.0b34.4x25.3x1.8x
Fri, 06 Oct 2023CN¥3.9tCN¥2.1tCN¥156.2b34.2x24.8x1.8x
Sun, 03 Sep 2023CN¥4.1tCN¥2.1tCN¥156.1b35.3x26.2x1.9x
Tue, 01 Aug 2023CN¥4.3tCN¥2.1tCN¥155.6b36.4x27.6x2.1x
Price to Earnings Ratio

27.6x


Total Market Cap: CN¥4.3tTotal Earnings: CN¥155.6bTotal 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 8.1% per year over the last three years.
  • Revenues for these companies have grown 11% 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 Market0.14%
Industrials0.38%
Electrical2.74%
Heavy Electrical Equipment4.69%
Electrical Components2.46%
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 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 26% 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¥383.016.4%
+CN¥105.7b
35.4%PE22.3x
300274 Sungrow Power SupplyCN¥113.4211.6%
+CN¥24.2b
49.7%PE19.5x
002028 Sieyuan ElectricCN¥162.6810.6%
+CN¥12.2b
103.4%PE38.1x
600406 NARI TechnologyCN¥23.586.3%
+CN¥11.1b
6.1%PE22.6x
605117 Ningbo Deye Technology GroupCN¥88.4510.4%
+CN¥10.6b
130.6%PE30.8x

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