Narrative Update • Jun 03
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Chinese (SSE) Logistics Industry Analysis
UpdatedJun 06, 2026
DataAggregated Company Financials
Companies31
- 7D-2.2%
- 3M-8.5%
- 1Y-8.8%
- YTD-7.0%
Over the last 7 days, the Logistics industry has dropped 2.2%, driven by a pullback from YTO Express GroupLtd of 7.8%. On the other hand Jiayou International LogisticsLtd is actually up 5.1%. Overall the industry is down 8.8% in 12 months. As for the next few years, earnings are expected to grow by 14% per annum.
Industry Valuation and Performance
Has the Chinese Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 06 Jun 2026 | CN¥524.0b | CN¥1.1t | CN¥30.1b | 24.6x | 17.4x | 0.5x |
| Mon, 04 May 2026 | CN¥559.7b | CN¥1.1t | CN¥30.1b | 23.2x | 18.6x | 0.5x |
| Wed, 01 Apr 2026 | CN¥578.0b | CN¥1.1t | CN¥29.8b | 21.5x | 19.4x | 0.5x |
| Fri, 27 Feb 2026 | CN¥593.1b | CN¥1.1t | CN¥29.3b | 25.5x | 20.2x | 0.5x |
| Sun, 25 Jan 2026 | CN¥597.9b | CN¥1.1t | CN¥29.2b | 27.5x | 20.5x | 0.5x |
| Tue, 23 Dec 2025 | CN¥581.5b | CN¥1.1t | CN¥29.2b | 26.1x | 19.9x | 0.5x |
| Thu, 20 Nov 2025 | CN¥587.0b | CN¥1.1t | CN¥29.2b | 26.8x | 20.1x | 0.5x |
| Sat, 18 Oct 2025 | CN¥586.7b | CN¥1.1t | CN¥29.3b | 26.4x | 20x | 0.5x |
| Mon, 15 Sep 2025 | CN¥614.0b | CN¥1.1t | CN¥29.3b | 28x | 20.9x | 0.6x |
| Wed, 13 Aug 2025 | CN¥629.8b | CN¥1.1t | CN¥28.8b | 29.4x | 21.9x | 0.6x |
| Fri, 11 Jul 2025 | CN¥610.3b | CN¥1.1t | CN¥28.8b | 28.3x | 21.2x | 0.6x |
| Sun, 08 Jun 2025 | CN¥590.3b | CN¥1.1t | CN¥28.8b | 26.5x | 20.5x | 0.6x |
| Tue, 06 May 2025 | CN¥558.5b | CN¥1.1t | CN¥28.8b | 20.8x | 19.4x | 0.5x |
| Thu, 03 Apr 2025 | CN¥562.4b | CN¥1.1t | CN¥26.8b | 19.1x | 21x | 0.5x |
| Sat, 01 Mar 2025 | CN¥556.7b | CN¥1.0t | CN¥25.9b | 19.2x | 21.5x | 0.5x |
| Mon, 27 Jan 2025 | CN¥545.0b | CN¥1.0t | CN¥25.9b | 18.3x | 21x | 0.5x |
| Wed, 25 Dec 2024 | CN¥482.9b | CN¥1.0t | CN¥25.9b | 18.8x | 18.6x | 0.5x |
| Fri, 22 Nov 2024 | CN¥490.3b | CN¥1.0t | CN¥25.9b | 18.2x | 18.9x | 0.5x |
| Sun, 20 Oct 2024 | CN¥480.5b | CN¥1.1t | CN¥24.8b | 18.4x | 19.4x | 0.5x |
| Tue, 17 Sep 2024 | CN¥408.3b | CN¥1.1t | CN¥24.8b | 15.2x | 16.5x | 0.4x |
| Thu, 15 Aug 2024 | CN¥395.1b | CN¥1.1t | CN¥23.6b | 16.9x | 16.8x | 0.4x |
| Sat, 13 Jul 2024 | CN¥409.8b | CN¥1.0t | CN¥23.5b | 18x | 17.4x | 0.4x |
| Mon, 10 Jun 2024 | CN¥455.0b | CN¥1.0t | CN¥23.5b | 20.2x | 19.3x | 0.4x |
| Wed, 08 May 2024 | CN¥458.6b | CN¥1.0t | CN¥23.5b | 21.4x | 19.5x | 0.4x |
| Fri, 05 Apr 2024 | CN¥437.5b | CN¥1.1t | CN¥22.7b | 20.7x | 19.3x | 0.4x |
| Sun, 03 Mar 2024 | CN¥422.7b | CN¥1.1t | CN¥22.4b | 19.5x | 18.9x | 0.4x |
| Tue, 30 Jan 2024 | CN¥411.6b | CN¥1.1t | CN¥22.4b | 21.5x | 18.4x | 0.4x |
| Thu, 28 Dec 2023 | CN¥423.8b | CN¥1.1t | CN¥22.4b | 21x | 18.9x | 0.4x |
| Sat, 25 Nov 2023 | CN¥446.7b | CN¥1.1t | CN¥22.4b | 21.6x | 19.9x | 0.4x |
| Mon, 23 Oct 2023 | CN¥440.1b | CN¥1.1t | CN¥23.3b | 19.5x | 18.9x | 0.4x |
| Wed, 20 Sep 2023 | CN¥465.1b | CN¥1.1t | CN¥23.1b | 20.2x | 20.1x | 0.4x |
| Fri, 18 Aug 2023 | CN¥505.6b | CN¥1.2t | CN¥22.8b | 21.9x | 22.2x | 0.4x |
| Sun, 16 Jul 2023 | CN¥498.6b | CN¥1.2t | CN¥23.0b | 22.4x | 21.6x | 0.4x |
| Tue, 13 Jun 2023 | CN¥508.9b | CN¥1.2t | CN¥23.0b | 21x | 22.2x | 0.4x |
Price to Earnings Ratio
22.2x
Current Industry PE
- Investors are pessimistic on the Chinese Logistics industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 17.4x which is lower than its 3-year average PE of 19.8x.
- 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 9.5% 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 Market | -1.40% | |
| Industrials | -2.00% | |
| Logistics | -2.20% | |
| Air Freight and Logistics | -2.20% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 603871 Jiayou International LogisticsLtd | CN¥12.25 | 5.1% +CN¥804.6m | 24.4% | PE13.8x | |
| 603967 China Master Logistics | CN¥12.50 | 4.6% +CN¥190.7m | 10.1% | PE14.9x | |
| 300873 Hichain LogisticsLtd | CN¥22.36 | 3.8% +CN¥187.9m | 11.6% | PE24.6x | |
| 601156 Eastern Air Logistics | CN¥16.56 | 0.5% +CN¥142.9m | 23.6% | PE9.7x | |
| 002769 Guangdong Prolto Supply Chain Management | CN¥8.01 | 3.5% +CN¥99.0m | 1.9% | PE514.3x |