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Chinese (SSE) Infrastructure Industry Analysis

UpdatedMar 01, 2026
DataAggregated Company Financials
Companies41
  • 7D2.3%
  • 3M1.4%
  • 1Y-2.0%
  • YTD1.1%

In the last week, the Infrastructure industry is up 2.3%, with Ningbo Zhoushan Port up 5.4%. The industry has been flat over the past 12 months despite the gain this week. Looking forward, earnings are forecast to grow by 5.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 01 Mar 2026CN¥1.1tCN¥393.2bCN¥70.4b16.8x15.4x2.8x
Tue, 27 Jan 2026CN¥822.0bCN¥349.2bCN¥56.8b16.5x14.5x2.4x
Thu, 25 Dec 2025CN¥831.8bCN¥348.7bCN¥57.3b16.3x14.5x2.4x
Sat, 22 Nov 2025CN¥819.3bCN¥348.7bCN¥57.3b16.1x14.3x2.3x
Mon, 20 Oct 2025CN¥824.8bCN¥349.3bCN¥57.1b16.6x14.4x2.4x
Wed, 17 Sep 2025CN¥801.0bCN¥341.9bCN¥55.4b16.9x14.5x2.3x
Fri, 15 Aug 2025CN¥812.2bCN¥346.5bCN¥55.5b16x14.6x2.3x
Sun, 13 Jul 2025CN¥829.4bCN¥346.3bCN¥55.6b16.2x14.9x2.4x
Tue, 10 Jun 2025CN¥834.2bCN¥346.3bCN¥55.6b16.5x15x2.4x
Thu, 08 May 2025CN¥816.0bCN¥346.2bCN¥55.8b16.3x14.6x2.4x
Sat, 05 Apr 2025CN¥832.1bCN¥349.8bCN¥52.9b16.8x15.7x2.4x
Mon, 03 Mar 2025CN¥811.5bCN¥354.2bCN¥53.4b15.5x15.2x2.3x
Wed, 29 Jan 2025CN¥825.5bCN¥353.4bCN¥53.4b15.7x15.5x2.3x
Fri, 27 Dec 2024CN¥852.6bCN¥354.6bCN¥52.3b16.5x16.3x2.4x
Sun, 24 Nov 2024CN¥817.8bCN¥354.6bCN¥52.3b15.5x15.6x2.3x
Tue, 22 Oct 2024CN¥816.7bCN¥354.7bCN¥55.2b15.4x14.8x2.3x
Thu, 19 Sep 2024CN¥749.4bCN¥354.7bCN¥55.2b14.4x13.6x2.1x
Sat, 17 Aug 2024CN¥804.5bCN¥351.0bCN¥54.1b14.8x14.9x2.3x
Mon, 15 Jul 2024CN¥789.4bCN¥350.8bCN¥54.1b14.8x14.6x2.3x
Wed, 12 Jun 2024CN¥791.3bCN¥350.8bCN¥54.1b14.5x14.6x2.3x
Fri, 10 May 2024CN¥804.9bCN¥351.0bCN¥54.0b15.3x14.9x2.3x
Sun, 07 Apr 2024CN¥782.9bCN¥345.7bCN¥49.8b14.7x15.7x2.3x
Tue, 05 Mar 2024CN¥743.8bCN¥335.0bCN¥46.2b15.6x16.1x2.2x
Thu, 01 Feb 2024CN¥727.2bCN¥335.0bCN¥46.0b15.1x15.8x2.2x
Sat, 30 Dec 2023CN¥708.7bCN¥333.5bCN¥47.0b15.5x15.1x2.1x
Mon, 27 Nov 2023CN¥725.6bCN¥338.8bCN¥46.9b16x15.5x2.1x
Wed, 25 Oct 2023CN¥694.8bCN¥334.6bCN¥43.5b18.3x16x2.1x
Fri, 22 Sep 2023CN¥738.4bCN¥334.9bCN¥43.6b19.2x16.9x2.2x
Sun, 20 Aug 2023CN¥759.4bCN¥334.4bCN¥42.4b18.5x17.9x2.3x
Tue, 18 Jul 2023CN¥759.8bCN¥336.2bCN¥41.8b18.7x18.2x2.3x
Thu, 15 Jun 2023CN¥766.2bCN¥333.0bCN¥41.9b18.5x18.3x2.3x
Sat, 13 May 2023CN¥808.9bCN¥332.1bCN¥42.9b17.6x18.9x2.4x
Mon, 10 Apr 2023CN¥778.1bCN¥285.1bCN¥42.6b17.7x18.3x2.7x
Wed, 08 Mar 2023CN¥779.5bCN¥275.7bCN¥43.5b18.4x17.9x2.8x
Price to Earnings Ratio

17.9x


Total Market Cap: CN¥779.5bTotal Earnings: CN¥43.5bTotal Revenue: CN¥275.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Infrastructure Industry Price to Earnings3Y Average 15.6x202420252026
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 15.6x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have grown 17% per year over the last three years.
  • Revenues for these companies have grown 13% 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 Market2.79%
Industrials3.04%
Infrastructure2.29%
Marine Ports and Services4.45%
Highways and Railtracks1.23%
Airport Services0.16%
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 7.4%, which is lower than the prior year's growth of 44.4% per year.
  • Investors are most pessimistic about the Marine Ports and Services industry, which is trading close to its 3-year average of 12.5x.
Forecasted Growth
  • Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 7.4% over the next 5 years.
  • However this is lower than its past earnings growth rate of 44% per year.
  • In contrast, the Highways and Railtracks industry is expected to see its earnings grow by 5.4% 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
601018 Ningbo Zhoushan PortCN¥4.275.4%
+CN¥4.3b		20.6%PE16.1x
000582 Beibu Gulf PortCN¥11.4113.0%
+CN¥3.2b		41.6%PE25.2x
001872 China Merchants Port GroupCN¥20.504.4%
+CN¥2.1b		6.6%PE11x
601816 Beijing-Shanghai High-Speed RailwayCN¥4.950.8%
+CN¥2.0b		-9.5%PE18.6x
600018 Shanghai International Port (Group)CN¥5.091.6%
+CN¥1.9b		-8.5%PE8.2x

Latest News

600350
CN¥9.74
Shandong Hi-speed
7D
-2.2%
1Y
-4.3%
601018
CN¥4.27
Ningbo Zhoushan Port
7D
5.4%
1Y
20.6%
002492
CN¥9.07
Zhuhai Winbase International Chemical Tank TerminalLtd
7D
-2.1%
1Y
83.6%
601000
CN¥4.33
TangShan Port GroupLtd
7D
4.3%
1Y
5.9%
000582
CN¥11.41
Beibu Gulf Port
7D
13.0%
1Y
41.6%
001872
CN¥20.50
China Merchants Port Group
7D
4.4%
1Y
6.6%
000088
CN¥4.70
Shenzhen Yan Tian Port HoldingsLtd
7D
4.7%
1Y
0.6%
601816
CN¥4.95
Beijing-Shanghai High-Speed Railway
7D
0.8%
1Y
-9.5%
600018
CN¥5.09
Shanghai International Port (Group)
7D
1.6%
1Y
-8.5%
600009
CN¥30.51
Shanghai International Airport
7D
-0.8%
1Y
-6.1%
601228
CN¥3.59
Guangzhou Port
7D
5.9%
1Y
14.0%