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Chinese (SSE) Infrastructure Industry Analysis

UpdatedJan 06, 2026
DataAggregated Company Financials
Companies40
  • 7D-1.2%
  • 3M2.6%
  • 1Y-3.4%
  • YTD0%

Over the last 7 days, the Infrastructure industry has dropped 1.2%, driven by pullbacks in China Merchants Expressway Network & Technology HoldingsLtd and Shandong Hi-speed of 2.3% and 2.9%, respectively. Overall the industry is down 3.4% in 12 months. Looking forward, earnings are forecast to grow by 5.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 06 Jan 2026CN¥820.3bCN¥348.7bCN¥57.3b15.9x14.3x2.4x
Thu, 04 Dec 2025CN¥835.1bCN¥348.7bCN¥57.3b16.3x14.6x2.4x
Sat, 01 Nov 2025CN¥836.1bCN¥350.9bCN¥57.9b16.3x14.5x2.4x
Mon, 29 Sep 2025CN¥803.6bCN¥349.3bCN¥57.1b16.2x14.1x2.3x
Wed, 27 Aug 2025CN¥832.1bCN¥346.9bCN¥55.9b16.7x14.9x2.4x
Fri, 25 Jul 2025CN¥838.0bCN¥346.3bCN¥55.6b16.6x15.1x2.4x
Sun, 22 Jun 2025CN¥822.7bCN¥346.3bCN¥55.6b16.3x14.8x2.4x
Tue, 20 May 2025CN¥859.9bCN¥346.3bCN¥55.6b17.4x15.5x2.5x
Thu, 17 Apr 2025CN¥822.6bCN¥349.8bCN¥52.9b17.3x15.5x2.4x
Sat, 15 Mar 2025CN¥806.1bCN¥354.0bCN¥53.3b15.6x15.1x2.3x
Mon, 10 Feb 2025CN¥813.6bCN¥353.4bCN¥53.4b15.8x15.2x2.3x
Wed, 08 Jan 2025CN¥820.6bCN¥354.6bCN¥52.3b15.4x15.7x2.3x
Fri, 06 Dec 2024CN¥842.2bCN¥354.6bCN¥52.3b15.9x16.1x2.4x
Sun, 03 Nov 2024CN¥818.0bCN¥354.6bCN¥52.5b15.2x15.6x2.3x
Tue, 01 Oct 2024CN¥861.6bCN¥354.7bCN¥55.2b16.1x15.6x2.4x
Thu, 29 Aug 2024CN¥794.8bCN¥350.1bCN¥54.0b14.5x14.7x2.3x
Sat, 27 Jul 2024CN¥797.2bCN¥350.8bCN¥54.1b14.6x14.7x2.3x
Mon, 24 Jun 2024CN¥768.9bCN¥350.8bCN¥54.1b14.1x14.2x2.2x
Wed, 22 May 2024CN¥803.5bCN¥350.8bCN¥54.1b15.3x14.9x2.3x
Fri, 19 Apr 2024CN¥798.4bCN¥340.8bCN¥52.0b14.3x15.3x2.3x
Sun, 17 Mar 2024CN¥749.5bCN¥335.2bCN¥46.2b15.7x16.2x2.2x
Tue, 13 Feb 2024CN¥728.8bCN¥334.9bCN¥46.1b14.3x15.8x2.2x
Thu, 11 Jan 2024CN¥714.6bCN¥331.4bCN¥46.5b15.3x15.4x2.2x
Sat, 09 Dec 2023CN¥726.1bCN¥338.8bCN¥46.9b15.7x15.5x2.1x
Mon, 06 Nov 2023CN¥711.6bCN¥332.8bCN¥46.9b16x15.2x2.1x
Wed, 04 Oct 2023CN¥734.2bCN¥334.9bCN¥43.6b19.3x16.8x2.2x
Fri, 01 Sep 2023CN¥723.6bCN¥334.5bCN¥43.2b18.7x16.7x2.2x
Sun, 30 Jul 2023CN¥776.7bCN¥336.7bCN¥42.4b19.2x18.3x2.3x
Tue, 27 Jun 2023CN¥734.2bCN¥332.8bCN¥41.8b17.2x17.6x2.2x
Thu, 25 May 2023CN¥756.3bCN¥333.4bCN¥41.9b18.4x18x2.3x
Sat, 22 Apr 2023CN¥784.5bCN¥284.5bCN¥43.0b18x18.3x2.8x
Mon, 20 Mar 2023CN¥778.8bCN¥275.9bCN¥43.5b18.9x17.9x2.8x
Wed, 15 Feb 2023CN¥772.8bCN¥276.1bCN¥43.6b19.1x17.7x2.8x
Fri, 13 Jan 2023CN¥734.1bCN¥276.7bCN¥44.3b18x16.6x2.7x
Price to Earnings Ratio

16.6x


Total Market Cap: CN¥734.1bTotal Earnings: CN¥44.3bTotal Revenue: CN¥276.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Infrastructure Industry Price to Earnings3Y Average 15.8x202420252026
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 15.8x.
  • The industry is trading close to its 3-year average PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have grown 8.9% per year over the last three years.
  • Revenues for these companies have grown 8.0% 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 Market1.87%
Industrials1.48%
Infrastructure-1.22%
Marine Ports and Services-1.07%
Highways and Railtracks-1.17%
Airport Services-1.75%
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 7.6%, 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 7.6% 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 3.7% 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
600018 Shanghai International Port (Group)CN¥5.481.5%
+CN¥1.9b		-6.2%PE8.8x
601018 Ningbo Zhoushan PortCN¥3.671.1%
+CN¥778.2m		-0.8%PE15.3x
600009 Shanghai International AirportCN¥32.970.5%
+CN¥447.9m		-0.1%PE34.7x
600575 Huaihe Energy (Group)LtdCN¥3.483.3%
+CN¥427.5m		3.6%PE17.6x
000927 China Railway MaterialsCN¥2.662.7%
+CN¥423.5m		4.7%PE34.2x

Latest News

001965
CN¥9.83
China Merchants Expressway Network & Technology HoldingsLtd
7D
-2.3%
1Y
-25.6%
000905
CN¥12.88
Xiamen Port Development
7D
-7.1%
1Y
80.9%
000582
CN¥9.44
Beibu Gulf Port
7D
1.5%
1Y
16.1%
002023
CN¥13.84
Sichuan Haite High-techLtd
7D
3.7%
1Y
44.6%
000429
CN¥11.58
Guangdong Provincial Expressway Development
7D
-3.3%
1Y
-14.7%
000088
CN¥4.50
Shenzhen Yan Tian Port HoldingsLtd
7D
1.6%
1Y
-3.4%
600033
CN¥4.06
Fujian Expressway DevelopmentLtd
7D
-5.8%
1Y
2.5%
600279
CN¥5.44
Chongqing PortLtd
7D
-3.0%
1Y
17.5%
600018
CN¥5.48
Shanghai International Port (Group)
7D
1.5%
1Y
-6.2%
600350
CN¥9.44
Shandong Hi-speed
7D
-2.9%
1Y
-3.2%
600009
CN¥32.97
Shanghai International Airport
7D
0.5%
1Y
-0.1%
600575
CN¥3.48
Huaihe Energy (Group)Ltd
7D
3.3%
1Y
3.6%
600897
CN¥17.25
Xiamen International AirportLtd
7D
-1.3%
1Y
19.1%
601018
CN¥3.67
Ningbo Zhoushan Port
7D
1.1%
1Y
-0.8%
600012
CN¥14.59
Anhui Expressway
7D
-0.7%
1Y
-9.7%
000927
CN¥2.66
China Railway Materials
7D
2.7%
1Y
4.7%