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Chinese (SSE) Electrical Industry Analysis

UpdatedAug 30, 2025
DataAggregated Company Financials
Companies316
  • 7D4.3%
  • 3M27.1%
  • 1Y55.9%
  • YTD25.5%

The Electrical industry is up 4.3% in the last week, with Contemporary Amperex Technology up 6.6%. Meanwhile, Jiujiang Defu Technology actually underperformed within the industry, shrinking 7.5% in the last week. This means that the industry has gained 56% over the past year. 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
Sun, 31 Aug 2025CN¥5.6tCN¥2.4tCN¥158.1b48.4x35.4x2.3x
Tue, 29 Jul 2025CN¥5.1tCN¥2.4tCN¥151.6b45.1x33.3x2.1x
Thu, 26 Jun 2025CN¥4.6tCN¥2.4tCN¥151.1b42.1x30.6x1.9x
Sat, 24 May 2025CN¥4.5tCN¥2.4tCN¥150.3b39.4x29.6x1.9x
Mon, 21 Apr 2025CN¥4.1tCN¥2.3tCN¥151.4b36.3x26.8x1.8x
Wed, 19 Mar 2025CN¥4.7tCN¥2.3tCN¥145.3b42.9x32.2x2.1x
Fri, 14 Feb 2025CN¥4.4tCN¥2.3tCN¥142.5b37.7x30.9x2x
Sun, 12 Jan 2025CN¥4.1tCN¥2.2tCN¥141.4b35x29.2x1.8x
Tue, 10 Dec 2024CN¥4.5tCN¥2.2tCN¥141.9b37.7x32x2x
Thu, 07 Nov 2024CN¥4.5tCN¥2.2tCN¥141.2b36.5x31.9x2x
Sat, 05 Oct 2024CN¥4.2tCN¥2.1tCN¥134.4b32.5x31.1x2x
Mon, 02 Sep 2024CN¥3.3tCN¥2.1tCN¥134.8b26.7x24.6x1.6x
Wed, 31 Jul 2024CN¥3.4tCN¥2.1tCN¥138.8b28.2x24.2x1.6x
Fri, 28 Jun 2024CN¥3.4tCN¥2.1tCN¥137.2b29x24.8x1.6x
Sun, 26 May 2024CN¥3.7tCN¥2.1tCN¥135.5b33x27.2x1.7x
Tue, 23 Apr 2024CN¥3.6tCN¥2.1tCN¥146.3b28.8x24.3x1.7x
Thu, 21 Mar 2024CN¥3.7tCN¥2.1tCN¥150.8b32.6x24.7x1.7x
Sat, 17 Feb 2024CN¥3.2tCN¥2.2tCN¥152.8b25.5x20.9x1.5x
Mon, 15 Jan 2024CN¥3.5tCN¥2.2tCN¥152.8b34.3x23.2x1.6x
Wed, 13 Dec 2023CN¥3.6tCN¥2.1tCN¥150.8b33.3x23.6x1.7x
Fri, 10 Nov 2023CN¥3.8tCN¥2.1tCN¥152.1b34.2x25.3x1.8x
Sun, 08 Oct 2023CN¥3.9tCN¥2.1tCN¥156.2b34.2x24.8x1.8x
Tue, 05 Sep 2023CN¥4.1tCN¥2.1tCN¥156.3b35.4x26.4x2x
Thu, 03 Aug 2023CN¥4.3tCN¥2.1tCN¥155.6b36.2x27.4x2.1x
Sat, 01 Jul 2023CN¥4.3tCN¥2.0tCN¥151.3b39.3x28.7x2.2x
Mon, 29 May 2023CN¥4.2tCN¥2.0tCN¥150.7b36.3x28x2.1x
Wed, 26 Apr 2023CN¥4.0tCN¥1.9tCN¥133.8b35.1x30x2.1x
Fri, 24 Mar 2023CN¥4.3tCN¥1.8tCN¥122.4b36.7x34.9x2.3x
Sun, 19 Feb 2023CN¥4.5tCN¥1.7tCN¥113.8b37.4x39.6x2.6x
Tue, 17 Jan 2023CN¥4.5tCN¥1.7tCN¥109.8b35.6x41.3x2.7x
Thu, 15 Dec 2022CN¥4.3tCN¥1.7tCN¥109.7b34.3x38.9x2.5x
Sat, 12 Nov 2022CN¥4.5tCN¥1.7tCN¥109.6b35.8x40.8x2.6x
Mon, 10 Oct 2022CN¥4.3tCN¥1.6tCN¥97.0b32x43.9x2.7x
Wed, 07 Sep 2022CN¥4.8tCN¥1.6tCN¥98.5b37.7x49.2x3x
Price to Earnings Ratio

49.2x


Total Market Cap: CN¥4.8tTotal Earnings: CN¥98.5bTotal Revenue: CN¥1.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Electrical Industry Price to Earnings3Y Average 30.2x202320242025
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 35.4x which is higher than its 3-year average PE of 30.2x.
  • The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have grown 17% 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 Market1.78%
Industrials1.38%
Electrical4.26%
Electrical Components4.63%
Heavy Electrical Equipment1.92%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 38.6x.
    • Analysts are expecting annual earnings growth of 27.1%, which is higher than its past year's earnings growth of 5.0% 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 29.6x.
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 5.0% per year.
  • In contrast, the Electrical Components industry is expected to see its earnings grow by 24% 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¥306.186.6%
+CN¥85.8b
66.1%PE23.8x
300014 EVE EnergyCN¥57.1917.9%
+CN¥17.7b
70.7%PE32.9x
300748 JL Mag Rare-EarthCN¥41.0035.3%
+CN¥14.7b
281.8%PE118.1x
688629 Sichuan Huafeng TechnologyCN¥93.8333.8%
+CN¥10.9b
277.1%PE286.7x
002851 Shenzhen Megmeet ElectricalCN¥89.0129.1%
+CN¥10.9b
270.0%PE119.7x

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