Narrative Update • Sep 03
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Chinese (SSE) Electrical Industry Analysis
UpdatedSep 10, 2026
DataAggregated Company Financials
Companies324
- 7D-0.2%
- 3M-14.5%
- 1Y1.6%
- YTD-11.7%
Last week, the Electrical industry hasn't moved much but Far East Smarter Energy is up 28% in that time. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 27% per annum.
Industry Valuation and Performance
Has the Chinese Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 10 Sep 2026 | CN¥6.1t | CN¥3.0t | CN¥209.2b | 47.6x | 29x | 2x |
| Sat, 08 Aug 2026 | CN¥6.5t | CN¥2.9t | CN¥203.1b | 50.3x | 32.3x | 2.3x |
| Mon, 06 Jul 2026 | CN¥7.1t | CN¥2.8t | CN¥195.9b | 54.9x | 36.4x | 2.5x |
| Wed, 03 Jun 2026 | CN¥7.8t | CN¥2.8t | CN¥195.9b | 60.5x | 40.1x | 2.8x |
| Fri, 01 May 2026 | CN¥7.7t | CN¥2.8t | CN¥193.9b | 61.5x | 39.6x | 2.8x |
| Sun, 29 Mar 2026 | CN¥7.3t | CN¥2.6t | CN¥181.0b | 54.9x | 40.3x | 2.8x |
| Tue, 24 Feb 2026 | CN¥7.1t | CN¥2.5t | CN¥172.2b | 58x | 41.5x | 2.8x |
| Thu, 22 Jan 2026 | CN¥7.0t | CN¥2.5t | CN¥171.9b | 58x | 40.6x | 2.8x |
| Sat, 20 Dec 2025 | CN¥6.4t | CN¥2.5t | CN¥172.5b | 50x | 37.2x | 2.5x |
| Mon, 17 Nov 2025 | CN¥6.9t | CN¥2.5t | CN¥172.5b | 53.3x | 39.7x | 2.7x |
| Wed, 15 Oct 2025 | CN¥6.3t | CN¥2.4t | CN¥159.6b | 53.3x | 39.6x | 2.6x |
| Fri, 12 Sep 2025 | CN¥6.0t | CN¥2.4t | CN¥159.3b | 51.3x | 37.4x | 2.4x |
| Sun, 10 Aug 2025 | CN¥5.0t | CN¥2.4t | CN¥155.8b | 44.7x | 31.8x | 2.1x |
| Tue, 08 Jul 2025 | CN¥4.7t | CN¥2.4t | CN¥151.1b | 42.8x | 31.1x | 2x |
| Thu, 05 Jun 2025 | CN¥4.4t | CN¥2.4t | CN¥150.3b | 39.2x | 29.5x | 1.9x |
| Sat, 03 May 2025 | CN¥4.2t | CN¥2.4t | CN¥151.7b | 38x | 27.9x | 1.8x |
| Mon, 31 Mar 2025 | CN¥4.5t | CN¥2.3t | CN¥145.7b | 41.3x | 31x | 2x |
| Wed, 26 Feb 2025 | CN¥4.6t | CN¥2.3t | CN¥142.7b | 40x | 32.3x | 2x |
| Fri, 24 Jan 2025 | CN¥4.3t | CN¥2.2t | CN¥141.8b | 37.1x | 30.5x | 1.9x |
| Sun, 22 Dec 2024 | CN¥4.4t | CN¥2.2t | CN¥141.4b | 36.7x | 31.4x | 2x |
| Tue, 19 Nov 2024 | CN¥4.4t | CN¥2.2t | CN¥141.4b | 34.2x | 30.9x | 2x |
| Thu, 17 Oct 2024 | CN¥3.9t | CN¥2.1t | CN¥134.2b | 30.7x | 29x | 1.8x |
| Sat, 14 Sep 2024 | CN¥3.3t | CN¥2.1t | CN¥134.4b | 26.2x | 24.3x | 1.5x |
| Mon, 12 Aug 2024 | CN¥3.3t | CN¥2.1t | CN¥138.7b | 27.9x | 23.5x | 1.6x |
| Wed, 10 Jul 2024 | CN¥3.3t | CN¥2.1t | CN¥137.3b | 29.5x | 24.2x | 1.6x |
| Fri, 07 Jun 2024 | CN¥3.6t | CN¥2.1t | CN¥137.2b | 29.8x | 26.5x | 1.7x |
| Sun, 05 May 2024 | CN¥3.7t | CN¥2.1t | CN¥138.4b | 31.5x | 26.6x | 1.7x |
| Tue, 02 Apr 2024 | CN¥3.7t | CN¥2.1t | CN¥150.6b | 31.9x | 24.8x | 1.7x |
| Thu, 29 Feb 2024 | CN¥3.3t | CN¥2.1t | CN¥150.9b | 28.2x | 21.6x | 1.5x |
| Sat, 27 Jan 2024 | CN¥3.3t | CN¥2.1t | CN¥152.5b | 31x | 21.7x | 1.5x |
| Mon, 25 Dec 2023 | CN¥3.5t | CN¥2.1t | CN¥150.8b | 32.7x | 23x | 1.6x |
| Wed, 22 Nov 2023 | CN¥3.8t | CN¥2.2t | CN¥152.5b | 35x | 25x | 1.8x |
| Fri, 20 Oct 2023 | CN¥3.7t | CN¥2.1t | CN¥156.6b | 32.3x | 23.6x | 1.8x |
| Sun, 17 Sep 2023 | CN¥3.8t | CN¥2.1t | CN¥156.1b | 34x | 24.6x | 1.8x |
Price to Earnings Ratio
24.6x
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 31.0x.
- 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 10% 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 | 0.62% | |
| Industrials | 0.71% | |
| Electrical | -0.19% | |
| Heavy Electrical Equipment | -0.04% | |
| Electrical Components | -0.22% | |
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 44.6x.
- Analysts are expecting annual earnings growth of 30.2%, which is higher than its past year's earnings decline of 3.3% per year.
- Investors are most pessimistic about the Electrical Components industry, which is trading close to its 3-year average of 29.4x.
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 decline of 3.3% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 301511 Jiujiang Defu Technology | CN¥108.37 | 20.9% +CN¥11.8b | 199.4% | PE201.6x | |
| 600869 Far East Smarter Energy | CN¥26.00 | 23.5% +CN¥10.9b | 261.6% | PE472.5x | |
| 688800 Suzhou Recodeal Interconnect SystemLtd | CN¥68.96 | 14.6% +CN¥2.5b | 29.1% | PE78x | |
| 688660 Shanghai Electric Wind Power Group | CN¥9.27 | 23.9% +CN¥2.4b | -50.1% | PS0.7x | |
| 688813 Xi'an Taijin New Energy & Materials Sci-Tech | CN¥120.28 | 14.1% +CN¥2.4b | n/a | PE102.9x |