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Chinese (SSE) Logistics Industry Analysis

UpdatedDec 31, 2025
DataAggregated Company Financials
Companies31
  • 7D-0.6%
  • 3M-5.2%
  • 1Y-3.1%
  • YTD0.04%

Last week, the Logistics industry hasn't moved much but Jiangsu Azure is up 7.7% in that time. Unfortunately though, the industry is down 4.0% over the past 12 months. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 31 Dec 2025CN¥574.5bCN¥1.1tCN¥29.2b27.4x19.7x0.5x
Fri, 28 Nov 2025CN¥576.8bCN¥1.1tCN¥29.2b25.8x19.8x0.5x
Sun, 26 Oct 2025CN¥594.6bCN¥1.1tCN¥29.4b26.8x20.3x0.5x
Tue, 23 Sep 2025CN¥614.3bCN¥1.1tCN¥29.3b28.4x20.9x0.6x
Thu, 21 Aug 2025CN¥654.4bCN¥1.1tCN¥28.9b29x22.7x0.6x
Sat, 19 Jul 2025CN¥608.3bCN¥1.1tCN¥28.8b27.7x21.1x0.6x
Mon, 16 Jun 2025CN¥597.9bCN¥1.1tCN¥28.8b24.5x20.8x0.6x
Wed, 14 May 2025CN¥568.3bCN¥1.1tCN¥28.8b22.9x19.7x0.5x
Fri, 11 Apr 2025CN¥560.1bCN¥1.1tCN¥26.8b19.8x20.9x0.5x
Sun, 09 Mar 2025CN¥560.5bCN¥1.0tCN¥26.0b19.9x21.5x0.5x
Tue, 04 Feb 2025CN¥545.2bCN¥1.0tCN¥25.9b18.7x21x0.5x
Thu, 02 Jan 2025CN¥582.9bCN¥1.0tCN¥25.9b18.5x22.5x0.6x
Sat, 30 Nov 2024CN¥485.8bCN¥1.0tCN¥25.9b19.2x18.8x0.5x
Mon, 28 Oct 2024CN¥493.9bCN¥1.1tCN¥24.6b19.1x20.1x0.5x
Wed, 25 Sep 2024CN¥432.8bCN¥1.1tCN¥24.8b16.8x17.5x0.4x
Fri, 23 Aug 2024CN¥388.5bCN¥1.1tCN¥23.6b15.3x16.4x0.4x
Sun, 21 Jul 2024CN¥413.7bCN¥1.0tCN¥23.5b17.7x17.6x0.4x
Tue, 18 Jun 2024CN¥441.9bCN¥1.0tCN¥23.5b19.7x18.8x0.4x
Thu, 16 May 2024CN¥462.8bCN¥1.1tCN¥23.5b21x19.7x0.4x
Sat, 13 Apr 2024CN¥428.2bCN¥1.1tCN¥22.7b20.4x18.9x0.4x
Mon, 11 Mar 2024CN¥416.5bCN¥1.1tCN¥22.3b20x18.6x0.4x
Wed, 07 Feb 2024CN¥389.0bCN¥1.1tCN¥22.4b17.2x17.4x0.4x
Fri, 05 Jan 2024CN¥425.0bCN¥1.1tCN¥22.4b21.8x19x0.4x
Sun, 03 Dec 2023CN¥453.3bCN¥1.1tCN¥22.4b21.8x20.2x0.4x
Tue, 31 Oct 2023CN¥449.0bCN¥1.1tCN¥23.0b19.9x19.5x0.4x
Thu, 28 Sep 2023CN¥456.8bCN¥1.1tCN¥23.1b19.9x19.7x0.4x
Sat, 26 Aug 2023CN¥469.9bCN¥1.2tCN¥22.9b20.6x20.5x0.4x
Mon, 24 Jul 2023CN¥497.1bCN¥1.2tCN¥23.0b21.3x21.6x0.4x
Wed, 21 Jun 2023CN¥498.8bCN¥1.2tCN¥23.0b21x21.7x0.4x
Fri, 19 May 2023CN¥522.3bCN¥1.2tCN¥23.0b21.4x22.7x0.5x
Sun, 16 Apr 2023CN¥587.2bCN¥1.1tCN¥23.0b20.7x25.5x0.5x
Tue, 14 Mar 2023CN¥587.4bCN¥1.2tCN¥24.1b22.2x24.3x0.5x
Thu, 09 Feb 2023CN¥615.3bCN¥1.2tCN¥24.2b21.8x25.5x0.5x
Sat, 07 Jan 2023CN¥611.4bCN¥1.2tCN¥24.2b19.4x25.3x0.5x
Price to Earnings Ratio

25.3x


Total Market Cap: CN¥611.4bTotal Earnings: CN¥24.2bTotal Revenue: CN¥1.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Logistics Industry Price to Earnings3Y Average 20.5x20242025
Current Industry PE
  • Investors are relatively neutral on the Chinese Logistics 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 20.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.47x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have grown 6.5% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the Chinese Industrials industry?

CN Market1.54%
Industrials2.31%
Logistics-0.59%
Air Freight and Logistics-0.59%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
000099 CITIC Offshore HelicopterCN¥20.754.4%
+CN¥674.9m		-21.3%PE45.6x
002352 S.F. HoldingCN¥38.320.3%
+CN¥654.2m		-4.9%PE17.8x
601156 Eastern Air LogisticsCN¥18.411.7%
+CN¥492.1m		9.1%PE11.1x
603967 China Master LogisticsCN¥13.739.1%
+CN¥395.2m		40.0%PE18.4x
603871 Jiayou International LogisticsLtdCN¥13.951.9%
+CN¥354.6m		0.9%PE17.9x

Latest News

603871
CN¥13.95
Jiayou International LogisticsLtd
7D
1.9%
1Y
0.9%
601156
CN¥18.41
Eastern Air Logistics
7D
1.7%
1Y
9.1%
603967
CN¥13.73
China Master Logistics
7D
9.1%
1Y
40.0%
603648
CN¥10.90
Shanghai Shine-Link International Logistics
7D
4.9%
1Y
6.2%
603535
CN¥10.71
Guangzhou Jiacheng International LogisticsLtd
7D
-4.3%
1Y
32.2%
600233
CN¥16.42
YTO Express GroupLtd
7D
-1.9%
1Y
15.7%
603056
CN¥13.67
DEPPON LOGISTICS
7D
-2.3%
1Y
-4.6%
600057
CN¥8.52
Xiamen Xiangyu
7D
-2.1%
1Y
31.3%
002245
CN¥17.80
Jiangsu Azure
7D
0.8%
1Y
66.5%
001317
CN¥55.11
San Yang Ma (Chongqing) LogisticsLtd
7D
3.3%
1Y
98.5%
002352
CN¥38.32
S.F. Holding
7D
0.3%
1Y
-4.9%

002352: Expanded Share Buyback Authorization Will Support Future Share Price Appreciation

Analysts have nudged their price target on S.F. Holding only marginally higher, reflecting slightly increased assumptions for long term revenue growth and discount rate while keeping fair value essentially unchanged at about $50.68 per share. What's in the News S.F. Holding has called a special or extraordinary shareholders meeting for December 30, 2025 at 15:00 China Standard Time in Shenzhen, China to address corporate matters requiring shareholder approval (Key Developments) On October 30, 2025, the company increased its equity buyback authorization by CNY 2,000 million to a total of CNY 3,000 million and extended the program through October 29, 2026, indicating an ongoing capital return to shareholders (Key Developments) Between April 28, 2025 and September 30, 2025, S.F. Holding repurchased 7,432,648 shares, representing 0.15 percent of its share capital, for CNY 299.99 million, completing a previously announced buyback tranche (Key Developments) Valuation Changes The fair value estimate remained effectively unchanged at about $50.68 per share, indicating no material revision to intrinsic value.
002120
CN¥6.74
Yunda Holding Group
7D
-2.0%
1Y
-10.4%
000099
CN¥20.75
CITIC Offshore Helicopter
7D
4.4%
1Y
-21.3%
001391
CN¥5.92
Air China Cargo
7D
-4.5%
1Y
-35.7%
002468
CN¥13.42
STO ExpressLtd
7D
-5.8%
1Y
32.5%
002889
CN¥15.36
Shenzhen Easttop Supply Chain Management
7D
-7.0%
1Y
7.0%