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Chinese (SSE) Logistics Industry Analysis

UpdatedMar 05, 2026
DataAggregated Company Financials
Companies32
  • 7D-1.7%
  • 3M0.5%
  • 1Y0.9%
  • YTD-0.1%

Over the last 7 days, the Logistics industry has dropped 1.7%, driven by S.F. Holding declining 2.1%. As for the longer term, the industry's performance has been flat for the past year. Looking forward, earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 06 Mar 2026CN¥579.8bCN¥1.1tCN¥29.3b23.4x19.8x0.5x
Sun, 01 Feb 2026CN¥576.7bCN¥1.1tCN¥29.2b27x19.8x0.5x
Tue, 30 Dec 2025CN¥578.0bCN¥1.1tCN¥29.2b28x19.8x0.5x
Thu, 27 Nov 2025CN¥578.8bCN¥1.1tCN¥29.2b25.8x19.8x0.5x
Sat, 25 Oct 2025CN¥594.6bCN¥1.1tCN¥29.4b26.8x20.3x0.5x
Mon, 22 Sep 2025CN¥619.7bCN¥1.1tCN¥29.3b27.8x21.1x0.6x
Wed, 20 Aug 2025CN¥638.6bCN¥1.1tCN¥28.8b29x22.2x0.6x
Fri, 18 Jul 2025CN¥596.9bCN¥1.1tCN¥28.8b27.7x20.7x0.6x
Sun, 15 Jun 2025CN¥597.9bCN¥1.1tCN¥28.8b24.5x20.8x0.6x
Tue, 13 May 2025CN¥568.2bCN¥1.1tCN¥28.8b23.4x19.7x0.5x
Thu, 10 Apr 2025CN¥544.9bCN¥1.1tCN¥26.8b19.8x20.3x0.5x
Sat, 08 Mar 2025CN¥559.3bCN¥1.0tCN¥25.9b19.9x21.6x0.5x
Mon, 03 Feb 2025CN¥545.2bCN¥1.0tCN¥25.9b18.7x21x0.5x
Wed, 01 Jan 2025CN¥582.9bCN¥1.0tCN¥25.9b18.5x22.5x0.6x
Fri, 29 Nov 2024CN¥481.5bCN¥1.0tCN¥25.9b19.1x18.6x0.5x
Sun, 27 Oct 2024CN¥493.9bCN¥1.1tCN¥24.6b19.1x20.1x0.5x
Tue, 24 Sep 2024CN¥419.6bCN¥1.1tCN¥24.8b15.8x16.9x0.4x
Thu, 22 Aug 2024CN¥392.2bCN¥1.1tCN¥23.6b15.6x16.6x0.4x
Sat, 20 Jul 2024CN¥412.3bCN¥1.0tCN¥23.5b17.7x17.5x0.4x
Mon, 17 Jun 2024CN¥441.8bCN¥1.0tCN¥23.5b19.6x18.8x0.4x
Wed, 15 May 2024CN¥469.5bCN¥1.1tCN¥23.5b21.3x20x0.4x
Fri, 12 Apr 2024CN¥426.6bCN¥1.1tCN¥22.7b20.4x18.8x0.4x
Sun, 10 Mar 2024CN¥416.5bCN¥1.1tCN¥22.4b19.8x18.6x0.4x
Tue, 06 Feb 2024CN¥369.4bCN¥1.1tCN¥22.4b17.3x16.5x0.3x
Thu, 04 Jan 2024CN¥427.9bCN¥1.1tCN¥22.4b21.7x19.1x0.4x
Sat, 02 Dec 2023CN¥453.3bCN¥1.1tCN¥22.4b21.8x20.2x0.4x
Mon, 30 Oct 2023CN¥443.5bCN¥1.1tCN¥23.0b19.9x19.3x0.4x
Wed, 27 Sep 2023CN¥452.1bCN¥1.1tCN¥23.1b19.7x19.5x0.4x
Fri, 25 Aug 2023CN¥475.6bCN¥1.2tCN¥22.8b21x20.8x0.4x
Sun, 23 Jul 2023CN¥497.1bCN¥1.2tCN¥23.0b21.3x21.6x0.4x
Tue, 20 Jun 2023CN¥504.8bCN¥1.2tCN¥23.0b20.9x21.9x0.4x
Thu, 18 May 2023CN¥524.9bCN¥1.2tCN¥23.0b21.3x22.8x0.5x
Sat, 15 Apr 2023CN¥587.1bCN¥1.1tCN¥23.0b20.7x25.5x0.5x
Mon, 13 Mar 2023CN¥567.6bCN¥1.2tCN¥24.1b21.9x23.5x0.5x
Price to Earnings Ratio

23.5x


Total Market Cap: CN¥567.6bTotal Earnings: CN¥24.1bTotal Revenue: CN¥1.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Logistics Industry Price to Earnings3Y Average 20.2x202420252026
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 20.2x.
  • 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 6.7% 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-3.53%
Industrials-2.89%
Logistics-1.72%
Air Freight and Logistics-1.72%
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
600233 YTO Express GroupLtdCN¥18.992.6%
+CN¥1.7b		36.0%PE16.4x
002245 Jiangsu AzureCN¥17.962.5%
+CN¥507.7m		14.6%PE28.8x
000099 CITIC Offshore HelicopterCN¥20.801.5%
+CN¥232.7m		-22.1%PE45.7x
300350 HPFLtdCN¥6.645.9%
+CN¥207.9m		20.7%PS9.7x
002800 Xinjiang Tianshun Supply ChainCN¥23.415.4%
+CN¥181.2m		115.6%PS3.1x

Latest News

002800
CN¥23.41
Xinjiang Tianshun Supply Chain
7D
5.4%
1Y
115.6%
002120
CN¥6.72
Yunda Holding Group
7D
-3.2%
1Y
-8.4%
002352
CN¥36.72
S.F. Holding
7D
-2.1%
1Y
-13.3%

002352: Share Buybacks And Governance Reforms Will Support Future Upside Potential

Analysts have maintained their CN¥50.10 price target on S.F. Holding, citing only small tweaks to underlying assumptions such as the discount rate, long term revenue growth, profit margin, and future P/E expectations. What's in the News S.F. Holding completed a share buyback program first announced on April 28, 2025, repurchasing a total of 38,959,689 shares, representing 0.78% of share capital, for CNY 1,542.49 million (Key Developments).
603713
CN¥65.59
Milkyway Chemical Supply Chain ServiceLtd
7D
-5.8%
1Y
31.8%
601156
CN¥18.14
Eastern Air Logistics
7D
-2.2%
1Y
29.1%
002245
CN¥17.96
Jiangsu Azure
7D
2.5%
1Y
14.6%
300350
CN¥6.64
HPFLtd
7D
5.9%
1Y
20.7%
002468
CN¥13.17
STO ExpressLtd
7D
0.5%
1Y
11.9%
001391
CN¥5.74
Air China Cargo
7D
-3.5%
1Y
-16.3%
000720
CN¥4.00
Shandong Xinneng Taishan Power GenerationLtd
7D
1.5%
1Y
33.8%
603535
CN¥9.23
Guangzhou Jiacheng International LogisticsLtd
7D
-6.8%
1Y
3.4%
603117
CN¥5.64
Jiangsu Wanlin Modern Logistics
7D
4.1%
1Y
-7.8%
600233
CN¥18.99
YTO Express GroupLtd
7D
2.6%
1Y
36.0%
600057
CN¥8.23
Xiamen Xiangyu
7D
-1.8%
1Y
40.0%
000099
CN¥20.80
CITIC Offshore Helicopter
7D
1.5%
1Y
-22.1%