New Narrative • Jul 09

Over the last 7 days, the Logistics industry has remained flat, although notably S.F. Holding gained 3.7%. Unfortunately though, the industry is down 17% over the past 12 months. Earnings are forecast to grow by 14% annually.
Has the Chinese Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 21 Jul 2026 | CN¥501.8b | CN¥1.1t | CN¥29.9b | 23x | 16.8x | 0.4x |
| Thu, 18 Jun 2026 | CN¥504.2b | CN¥1.1t | CN¥30.1b | 22.3x | 16.7x | 0.4x |
| Sat, 16 May 2026 | CN¥552.1b | CN¥1.1t | CN¥30.1b | 22.4x | 18.3x | 0.5x |
| Mon, 13 Apr 2026 | CN¥562.2b | CN¥1.1t | CN¥29.6b | 21.8x | 19x | 0.5x |
| Wed, 11 Mar 2026 | CN¥593.4b | CN¥1.1t | CN¥29.4b | 24x | 20.2x | 0.5x |
| Fri, 06 Feb 2026 | CN¥594.7b | CN¥1.1t | CN¥29.3b | 26.7x | 20.3x | 0.5x |
| Sun, 04 Jan 2026 | CN¥573.8b | CN¥1.1t | CN¥29.2b | 26.9x | 19.7x | 0.5x |
| Tue, 02 Dec 2025 | CN¥578.8b | CN¥1.1t | CN¥29.2b | 26.2x | 19.8x | 0.5x |
| Thu, 30 Oct 2025 | CN¥602.4b | CN¥1.1t | CN¥29.5b | 26.9x | 20.4x | 0.6x |
| Sat, 27 Sep 2025 | CN¥606.6b | CN¥1.1t | CN¥29.3b | 27.7x | 20.7x | 0.6x |
| Mon, 25 Aug 2025 | CN¥649.9b | CN¥1.1t | CN¥28.7b | 29x | 22.6x | 0.6x |
| Wed, 23 Jul 2025 | CN¥613.8b | CN¥1.1t | CN¥28.8b | 27.5x | 21.3x | 0.6x |
| Fri, 20 Jun 2025 | CN¥587.4b | CN¥1.1t | CN¥28.8b | 23.9x | 20.4x | 0.5x |
| Sun, 18 May 2025 | CN¥569.3b | CN¥1.1t | CN¥28.8b | 24x | 19.8x | 0.5x |
| Tue, 15 Apr 2025 | CN¥565.6b | CN¥1.1t | CN¥28.8b | 20.1x | 19.7x | 0.5x |
| Thu, 13 Mar 2025 | CN¥566.3b | CN¥1.0t | CN¥26.2b | 20.3x | 21.6x | 0.5x |
| Sat, 08 Feb 2025 | CN¥553.7b | CN¥1.0t | CN¥25.9b | 18.2x | 21.4x | 0.5x |
| Mon, 06 Jan 2025 | CN¥548.8b | CN¥1.0t | CN¥25.9b | 17.8x | 21.2x | 0.5x |
| Wed, 04 Dec 2024 | CN¥490.3b | CN¥1.0t | CN¥25.9b | 19.5x | 18.9x | 0.5x |
| Fri, 01 Nov 2024 | CN¥494.1b | CN¥1.0t | CN¥25.9b | 18.5x | 19.1x | 0.5x |
| Sun, 29 Sep 2024 | CN¥473.0b | CN¥1.1t | CN¥24.8b | 18.5x | 19.1x | 0.4x |
| Tue, 27 Aug 2024 | CN¥394.1b | CN¥1.1t | CN¥23.6b | 15.4x | 16.7x | 0.4x |
| Thu, 25 Jul 2024 | CN¥400.6b | CN¥1.1t | CN¥23.6b | 17.7x | 17x | 0.4x |
| Sat, 22 Jun 2024 | CN¥432.7b | CN¥1.0t | CN¥23.5b | 18.3x | 18.4x | 0.4x |
| Mon, 20 May 2024 | CN¥474.8b | CN¥1.1t | CN¥23.5b | 21.7x | 20.2x | 0.5x |
| Wed, 17 Apr 2024 | CN¥431.7b | CN¥1.1t | CN¥22.6b | 18.6x | 19.1x | 0.4x |
| Fri, 15 Mar 2024 | CN¥437.5b | CN¥1.1t | CN¥22.3b | 20.6x | 19.6x | 0.4x |
| Sun, 11 Feb 2024 | CN¥406.6b | CN¥1.1t | CN¥22.4b | 18.3x | 18.1x | 0.4x |
| Tue, 09 Jan 2024 | CN¥416.9b | CN¥1.1t | CN¥22.4b | 21.1x | 18.6x | 0.4x |
| Thu, 07 Dec 2023 | CN¥441.5b | CN¥1.1t | CN¥22.4b | 21.6x | 19.7x | 0.4x |
| Sat, 04 Nov 2023 | CN¥439.5b | CN¥1.1t | CN¥22.4b | 20.9x | 19.6x | 0.4x |
| Mon, 02 Oct 2023 | CN¥473.0b | CN¥1.1t | CN¥23.1b | 20.2x | 20.4x | 0.4x |
| Wed, 30 Aug 2023 | CN¥482.2b | CN¥1.2t | CN¥24.2b | 21x | 20x | 0.4x |
| Fri, 28 Jul 2023 | CN¥511.6b | CN¥1.2t | CN¥23.0b | 22.5x | 22.2x | 0.4x |
22.2x
Which industries have driven the changes within the Chinese Industrials industry?
| CN Market | -6.17% | |
| Industrials | -6.00% | |
| Logistics | 0.82% | |
| Air Freight and Logistics | 0.82% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 002352 S.F. Holding | CN¥33.87 | 3.7% +CN¥6.2b | -29.1% | PE15.4x | |
| 600233 YTO Express GroupLtd | CN¥17.80 | 3.2% +CN¥1.9b | 23.0% | PE12.6x | |
| 001391 Air China Cargo | CN¥4.33 | 3.3% +CN¥1.7b | -37.2% | PE21.3x | |
| 600057 Xiamen Xiangyu | CN¥6.24 | 7.0% +CN¥1.1b | -16.6% | PE13.3x | |
| 000099 CITIC Offshore Helicopter | CN¥14.06 | 5.2% +CN¥535.3m | -37.6% | PE35.1x |