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Chinese (SSE) Logistics Industry Analysis

UpdatedJan 12, 2026
DataAggregated Company Financials
Companies31
  • 7D1.1%
  • 3M-4.0%
  • 1Y4.8%
  • YTD0.8%

In the last week, the Logistics industry is up 1.1%, with S.F. Holding up 2.0%. This takes the industry's 12 month performance to a gain of 4.8%. 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
Mon, 12 Jan 2026CN¥579.7bCN¥1.1tCN¥29.2b27.1x19.9x0.5x
Wed, 10 Dec 2025CN¥571.2bCN¥1.1tCN¥29.2b25.9x19.6x0.5x
Fri, 07 Nov 2025CN¥598.2bCN¥1.1tCN¥29.2b29.2x20.5x0.5x
Sun, 05 Oct 2025CN¥605.0bCN¥1.1tCN¥29.3b27.8x20.6x0.6x
Tue, 02 Sep 2025CN¥619.7bCN¥1.1tCN¥28.8b27.6x21.5x0.6x
Thu, 31 Jul 2025CN¥623.9bCN¥1.1tCN¥28.8b28x21.7x0.6x
Sat, 28 Jun 2025CN¥595.6bCN¥1.1tCN¥28.8b26.2x20.7x0.6x
Mon, 26 May 2025CN¥572.0bCN¥1.1tCN¥28.8b23.2x19.9x0.5x
Wed, 23 Apr 2025CN¥576.7bCN¥1.1tCN¥28.1b22.7x20.5x0.5x
Fri, 21 Mar 2025CN¥566.8bCN¥1.0tCN¥26.2b21x21.6x0.5x
Sun, 16 Feb 2025CN¥555.2bCN¥1.0tCN¥25.9b18.3x21.4x0.5x
Tue, 14 Jan 2025CN¥539.7bCN¥1.0tCN¥26.1b17.8x20.7x0.5x
Thu, 12 Dec 2024CN¥485.8bCN¥1.0tCN¥25.9b19.6x18.8x0.5x
Sat, 09 Nov 2024CN¥511.8bCN¥1.0tCN¥25.9b18.5x19.8x0.5x
Mon, 07 Oct 2024CN¥504.2bCN¥1.1tCN¥24.8b20.1x20.4x0.5x
Wed, 04 Sep 2024CN¥422.6bCN¥1.1tCN¥24.8b16.3x17.1x0.4x
Fri, 02 Aug 2024CN¥409.5bCN¥1.1tCN¥23.6b18x17.4x0.4x
Sun, 30 Jun 2024CN¥427.0bCN¥1.0tCN¥23.5b18.2x18.2x0.4x
Tue, 28 May 2024CN¥472.0bCN¥1.0tCN¥23.5b21.5x20.1x0.4x
Thu, 25 Apr 2024CN¥438.3bCN¥1.1tCN¥23.1b20.3x19x0.4x
Sat, 23 Mar 2024CN¥437.0bCN¥1.1tCN¥22.4b21x19.5x0.4x
Mon, 19 Feb 2024CN¥406.6bCN¥1.1tCN¥22.4b18.3x18.1x0.4x
Wed, 17 Jan 2024CN¥429.8bCN¥1.1tCN¥22.4b21x19.2x0.4x
Fri, 15 Dec 2023CN¥441.3bCN¥1.1tCN¥22.4b22.4x19.7x0.4x
Sun, 12 Nov 2023CN¥446.9bCN¥1.1tCN¥22.4b21.1x19.9x0.4x
Tue, 10 Oct 2023CN¥469.0bCN¥1.1tCN¥23.1b19.4x20.3x0.4x
Thu, 07 Sep 2023CN¥482.7bCN¥1.1tCN¥23.1b20.4x20.9x0.4x
Sat, 05 Aug 2023CN¥523.7bCN¥1.2tCN¥22.9b21.8x22.8x0.4x
Mon, 03 Jul 2023CN¥484.8bCN¥1.2tCN¥23.0b21.9x21x0.4x
Wed, 31 May 2023CN¥507.1bCN¥1.2tCN¥23.0b20.6x22.1x0.4x
Fri, 28 Apr 2023CN¥572.9bCN¥1.1tCN¥22.8b20.3x25.1x0.5x
Sun, 26 Mar 2023CN¥570.3bCN¥1.2tCN¥24.3b21.4x23.4x0.5x
Tue, 21 Feb 2023CN¥586.8bCN¥1.2tCN¥24.1b21.2x24.3x0.5x
Thu, 19 Jan 2023CN¥622.6bCN¥1.2tCN¥24.2b20.5x25.8x0.5x
Price to Earnings Ratio

25.8x


Total Market Cap: CN¥622.6bTotal Earnings: CN¥24.2bTotal Revenue: CN¥1.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Logistics Industry Price to Earnings3Y Average 20.5x202420252026
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 Market5.17%
Industrials5.19%
Logistics1.06%
Air Freight and Logistics1.06%
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
002352 S.F. HoldingCN¥39.012.0%
+CN¥3.8b		-1.0%PE18.1x
600233 YTO Express GroupLtdCN¥16.922.5%
+CN¥1.4b		26.1%PE14.6x
001391 Air China CargoCN¥6.071.8%
+CN¥1.3b		-17.6%PE27.6x
000099 CITIC Offshore HelicopterCN¥22.365.2%
+CN¥861.1m		-0.4%PE49.1x
002245 Jiangsu AzureCN¥18.493.0%
+CN¥611.5m		67.3%PE29.7x

Latest News

002245
CN¥18.49
Jiangsu Azure
7D
3.0%
1Y
67.3%
002352
CN¥39.01
S.F. Holding
7D
2.0%
1Y
-1.0%

002352: Expanded Buyback And Governance Reforms Will Support Future Share Price Appreciation

Analysts have slightly reduced their price target on S.F. Holding, reflecting modest adjustments to fair value assumptions, the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News From October 1, 2025 to December 31, 2025, S.F. Holding repurchased 31,527,041 shares, representing 0.63% of its share capital, for CNY 1,242.5 million under its ongoing buyback program (company disclosure).
300873
CN¥23.96
Hichain LogisticsLtd
7D
8.1%
1Y
51.2%
001228
CN¥26.58
Yongtaiyun Chemical LogisticsLtd
7D
-0.7%
1Y
36.3%
001391
CN¥6.07
Air China Cargo
7D
1.8%
1Y
-17.6%
002120
CN¥6.96
Yunda Holding Group
7D
2.1%
1Y
-3.6%
601156
CN¥18.02
Eastern Air Logistics
7D
-2.3%
1Y
14.2%
603967
CN¥13.21
China Master Logistics
7D
-6.4%
1Y
41.1%
603535
CN¥10.54
Guangzhou Jiacheng International LogisticsLtd
7D
-0.5%
1Y
26.5%
600233
CN¥16.92
YTO Express GroupLtd
7D
2.5%
1Y
26.1%
603056
CN¥14.04
DEPPON LOGISTICS
7D
2.7%
1Y
4.7%
000099
CN¥22.36
CITIC Offshore Helicopter
7D
5.2%
1Y
-0.4%