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Chinese (SSE) Infrastructure Industry Analysis

UpdatedSep 18, 2025
DataAggregated Company Financials
Companies39
  • 7D0.5%
  • 3M-1.8%
  • 1Y6.8%
  • YTD-3.4%

The Infrastructure industry has been flat over the last week, but China Merchants Expressway Network & Technology HoldingsLtd has lost 4.0%. As for the the longer term, the industry is up 6.8% over the past 12 months. As for the next few years, earnings are expected to grow by 5.3% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 18 Sep 2025CN¥802.8bCN¥341.9bCN¥55.4b16.9x14.5x2.3x
Sat, 16 Aug 2025CN¥813.5bCN¥346.5bCN¥55.5b16.1x14.7x2.3x
Mon, 14 Jul 2025CN¥829.4bCN¥346.3bCN¥55.6b16.2x14.9x2.4x
Wed, 11 Jun 2025CN¥839.3bCN¥346.3bCN¥55.6b16.7x15.1x2.4x
Fri, 09 May 2025CN¥816.8bCN¥346.2bCN¥55.8b16.3x14.6x2.4x
Sun, 06 Apr 2025CN¥832.1bCN¥349.8bCN¥52.9b16.8x15.7x2.4x
Tue, 04 Mar 2025CN¥806.5bCN¥354.2bCN¥53.4b15.4x15.1x2.3x
Thu, 30 Jan 2025CN¥825.5bCN¥353.4bCN¥53.4b15.7x15.5x2.3x
Sat, 28 Dec 2024CN¥865.2bCN¥354.6bCN¥52.3b16.6x16.5x2.4x
Mon, 25 Nov 2024CN¥817.8bCN¥354.6bCN¥52.3b15.5x15.6x2.3x
Wed, 23 Oct 2024CN¥826.2bCN¥354.7bCN¥55.2b15.6x15x2.3x
Fri, 20 Sep 2024CN¥743.8bCN¥354.7bCN¥55.2b14.1x13.5x2.1x
Sun, 18 Aug 2024CN¥804.5bCN¥351.4bCN¥54.3b14.8x14.8x2.3x
Tue, 16 Jul 2024CN¥791.9bCN¥350.8bCN¥54.1b14.7x14.6x2.3x
Thu, 13 Jun 2024CN¥772.9bCN¥350.8bCN¥54.1b14.4x14.3x2.2x
Sat, 11 May 2024CN¥803.2bCN¥350.8bCN¥54.1b14.7x14.8x2.3x
Mon, 08 Apr 2024CN¥782.9bCN¥341.8bCN¥49.9b14.7x15.7x2.3x
Wed, 06 Mar 2024CN¥745.6bCN¥335.0bCN¥46.2b15.4x16.1x2.2x
Fri, 02 Feb 2024CN¥721.1bCN¥335.0bCN¥46.0b15.1x15.7x2.2x
Sun, 31 Dec 2023CN¥708.8bCN¥333.4bCN¥47.0b15.5x15.1x2.1x
Tue, 28 Nov 2023CN¥726.5bCN¥338.7bCN¥46.9b16x15.5x2.1x
Thu, 26 Oct 2023CN¥702.1bCN¥334.5bCN¥43.5b18.6x16.1x2.1x
Sat, 23 Sep 2023CN¥738.2bCN¥334.9bCN¥43.6b19.3x16.9x2.2x
Mon, 21 Aug 2023CN¥759.4bCN¥334.4bCN¥42.4b18.5x17.9x2.3x
Wed, 19 Jul 2023CN¥758.8bCN¥336.2bCN¥41.8b18.7x18.1x2.3x
Fri, 16 Jun 2023CN¥763.7bCN¥333.0bCN¥41.8b18.4x18.3x2.3x
Sun, 14 May 2023CN¥808.8bCN¥332.0bCN¥42.9b17.4x18.9x2.4x
Tue, 11 Apr 2023CN¥778.1bCN¥285.1bCN¥42.6b17.6x18.3x2.7x
Thu, 09 Mar 2023CN¥775.7bCN¥275.6bCN¥43.5b18.7x17.8x2.8x
Sat, 04 Feb 2023CN¥761.7bCN¥276.8bCN¥43.9b19.2x17.3x2.8x
Mon, 02 Jan 2023CN¥744.9bCN¥275.9bCN¥45.3b17.2x16.4x2.7x
Wed, 30 Nov 2022CN¥745.8bCN¥262.8bCN¥44.1b16.3x16.9x2.8x
Fri, 28 Oct 2022CN¥729.0bCN¥264.9bCN¥43.5b15.7x16.7x2.8x
Sun, 25 Sep 2022CN¥723.1bCN¥265.8bCN¥43.8b15.4x16.5x2.7x
Price to Earnings Ratio

16.5x


Total Market Cap: CN¥723.1bTotal Earnings: CN¥43.8bTotal Revenue: CN¥265.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Infrastructure Industry Price to Earnings3Y Average 16x202320242025
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 8.1% per year over the last three years.
  • Revenues for these companies have grown 8.8% 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 Market3.34%
Industrials4.77%
Infrastructure0.52%
Marine Ports and Services1.40%
Airport Services0.78%
Highways and Railtracks-0.92%
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 7.7%, which is lower than the prior year's growth of 33.8% per year.
  • Investors are most pessimistic about the Marine Ports and Services industry, which is trading close to its 3-year average of 12.3x.
Forecasted Growth
  • Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 7.7% over the next 5 years.
  • However this is lower than its past earnings growth rate of 34% per year.
  • In contrast, the Highways and Railtracks industry is expected to see its earnings grow by 4.2% 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¥3.650.6%
+CN¥389.1m
11.3%PE13.5x
000927 China Railway MaterialsCN¥2.791.8%
+CN¥302.5m
19.2%PE33.6x
600017 Rizhao PortLtdCN¥3.231.3%
+CN¥123.0m
22.8%PE17.2x
601518 Jilin ExpresswayCN¥2.831.8%
+CN¥94.5m
21.5%PE10.2x
600368 Guangxi Wuzhou CommunicationsCN¥4.371.2%
+CN¥80.5m
32.4%PE10.6x

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