Have your own idea? Try our Stock Screener
Chinese (SSE) Infrastructure Industry Analysis
UpdatedJul 03, 2025
DataAggregated Company Financials
Companies39
- 7D-0.7%
- 3M-1.1%
- 1Y3.7%
- YTD-1.1%
Over the last 7 days, the Infrastructure industry has dropped 1.5%, driven by a pullback from China Merchants Expressway Network & Technology HoldingsLtd of 3.6%. In the past year, the industry has gained 4.6%. As for the next few years, earnings are expected to grow by 4.4% per annum.
Industry Valuation and Performance
Has the Chinese Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 03 Jul 2025 | CN¥822.4b | CN¥346.3b | CN¥55.6b | 15.9x | 14.8x | 2.4x |
| Sat, 31 May 2025 | CN¥838.6b | CN¥346.3b | CN¥55.6b | 16.9x | 15.1x | 2.4x |
| Mon, 28 Apr 2025 | CN¥813.7b | CN¥350.1b | CN¥53.3b | 17.4x | 15.3x | 2.3x |
| Wed, 26 Mar 2025 | CN¥830.2b | CN¥352.9b | CN¥53.4b | 16x | 15.5x | 2.4x |
| Fri, 21 Feb 2025 | CN¥810.6b | CN¥354.2b | CN¥53.4b | 15.6x | 15.2x | 2.3x |
| Sun, 19 Jan 2025 | CN¥816.5b | CN¥354.6b | CN¥52.3b | 15.5x | 15.6x | 2.3x |
| Tue, 17 Dec 2024 | CN¥865.4b | CN¥354.6b | CN¥52.3b | 16.8x | 16.5x | 2.4x |
| Thu, 14 Nov 2024 | CN¥829.6b | CN¥354.6b | CN¥52.3b | 15.5x | 15.9x | 2.3x |
| Sat, 12 Oct 2024 | CN¥817.2b | CN¥354.7b | CN¥55.2b | 15.2x | 14.8x | 2.3x |
| Mon, 09 Sep 2024 | CN¥778.1b | CN¥356.7b | CN¥55.1b | 14.7x | 14.1x | 2.2x |
| Wed, 07 Aug 2024 | CN¥797.1b | CN¥350.8b | CN¥54.1b | 14.6x | 14.7x | 2.3x |
| Fri, 05 Jul 2024 | CN¥784.5b | CN¥350.8b | CN¥54.1b | 14.7x | 14.5x | 2.2x |
| Sun, 02 Jun 2024 | CN¥788.2b | CN¥350.8b | CN¥54.1b | 14.6x | 14.6x | 2.2x |
| Tue, 30 Apr 2024 | CN¥799.6b | CN¥349.1b | CN¥53.3b | 14.9x | 15x | 2.3x |
| Thu, 28 Mar 2024 | CN¥750.6b | CN¥339.8b | CN¥46.8b | 14.9x | 16x | 2.2x |
| Sat, 24 Feb 2024 | CN¥752.8b | CN¥334.9b | CN¥46.1b | 15.7x | 16.3x | 2.2x |
| Mon, 22 Jan 2024 | CN¥718.7b | CN¥671.4b | CN¥163.8b | 14.9x | 4.4x | 1.1x |
| Wed, 20 Dec 2023 | CN¥721.4b | CN¥333.3b | CN¥47.0b | 15.8x | 15.4x | 2.2x |
| Fri, 17 Nov 2023 | CN¥717.4b | CN¥338.5b | CN¥46.8b | 15.9x | 15.3x | 2.1x |
| Sun, 15 Oct 2023 | CN¥717.4b | CN¥334.5b | CN¥43.5b | 18.5x | 16.5x | 2.1x |
| Tue, 12 Sep 2023 | CN¥732.8b | CN¥334.8b | CN¥43.5b | 19.3x | 16.8x | 2.2x |
| Thu, 10 Aug 2023 | CN¥757.8b | CN¥336.5b | CN¥42.4b | 18.3x | 17.9x | 2.3x |
| Sat, 08 Jul 2023 | CN¥759.4b | CN¥336.1b | CN¥41.8b | 18.4x | 18.2x | 2.3x |
| Mon, 05 Jun 2023 | CN¥761.7b | CN¥333.3b | CN¥41.9b | 18.4x | 18.2x | 2.3x |
| Wed, 03 May 2023 | CN¥801.8b | CN¥281.4b | CN¥42.3b | 17.4x | 19x | 2.8x |
| Fri, 31 Mar 2023 | CN¥765.4b | CN¥268.0b | CN¥42.0b | 16.5x | 18.2x | 2.9x |
| Sun, 26 Feb 2023 | CN¥758.2b | CN¥275.6b | CN¥43.5b | 18.5x | 17.4x | 2.8x |
| Tue, 24 Jan 2023 | CN¥763.3b | CN¥276.6b | CN¥43.9b | 19x | 17.4x | 2.8x |
| Thu, 22 Dec 2022 | CN¥747.7b | CN¥263.4b | CN¥44.3b | 15.8x | 16.9x | 2.8x |
| Sat, 19 Nov 2022 | CN¥723.6b | CN¥263.0b | CN¥44.2b | 15.8x | 16.4x | 2.8x |
| Mon, 17 Oct 2022 | CN¥730.2b | CN¥265.5b | CN¥43.8b | 15.9x | 16.7x | 2.7x |
| Wed, 14 Sep 2022 | CN¥738.9b | CN¥277.0b | CN¥45.2b | 16.4x | 16.3x | 2.7x |
| Fri, 12 Aug 2022 | CN¥686.7b | CN¥282.7b | CN¥47.9b | 13.4x | 14.3x | 2.4x |
| Sun, 10 Jul 2022 | CN¥685.8b | CN¥282.8b | CN¥47.9b | 13.8x | 14.3x | 2.4x |
Price to Earnings Ratio
14.3x
Current Industry PE
- Investors are relatively neutral on the Chinese Infrastructure 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 16.0x.
- The industry is trading close to its 3-year average PS ratio of 2.4x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have grown 5.1% per year over the last three years.
- Revenues for these companies have grown 7.0% 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 | 0.36% | |
| Industrials | 0.64% | |
| Infrastructure | -0.72% | |
| Marine Ports and Services | 0.12% | |
| Airport Services | -0.90% | |
| Highways and Railtracks | -1.78% | |
Industry PE
- Investors are most optimistic about the Airport Services industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 10.3%, which is higher than its past year's earnings growth of 8.7% per year.
- Investors are most pessimistic about the Marine Ports and Services industry, which is trading close to its 3-year average of 12.2x.
Forecasted Growth
- Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 10% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Marine Ports and Services industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| 601018 Ningbo Zhoushan Port | CN¥3.70 | 0.8% +CN¥583.6m | 6.3% | PE14.5x | |
| 001872 China Merchants Port Group | CN¥20.05 | 0.8% +CN¥400.2m | -3.9% | PE11x | |
| 000582 Beibu Gulf Port | CN¥8.27 | 0.1% +CN¥383.1m | 10.3% | PE19.1x | |
| 601228 Guangzhou Port | CN¥3.27 | 1.6% +CN¥377.2m | 5.5% | PE27.2x | |
| 600106 Chongqing road & bridgeltd | CN¥6.29 | 4.0% +CN¥319.0m | 49.1% | PE40x |