Chinese (SSE) Air Freight and Logistics Industry Analysis

Industry Valuation and Performance

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

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Sat, 09 May 2026	CN¥567.2b	CN¥1.1t	CN¥30.1b	23.6x	18.8x	0.5x
Mon, 06 Apr 2026	CN¥551.5b	CN¥1.1t	CN¥29.7b	21.1x	18.6x	0.5x
Wed, 04 Mar 2026	CN¥589.6b	CN¥1.1t	CN¥29.3b	23.8x	20.1x	0.5x
Fri, 30 Jan 2026	CN¥580.7b	CN¥1.1t	CN¥29.2b	27.1x	19.9x	0.5x
Sun, 28 Dec 2025	CN¥582.9b	CN¥1.1t	CN¥29.2b	28.1x	20x	0.5x
Tue, 25 Nov 2025	CN¥578.6b	CN¥1.1t	CN¥29.2b	25.6x	19.8x	0.5x
Thu, 23 Oct 2025	CN¥594.3b	CN¥1.1t	CN¥29.3b	26.8x	20.3x	0.5x
Sat, 20 Sep 2025	CN¥619.7b	CN¥1.1t	CN¥29.3b	27.8x	21.1x	0.6x
Mon, 18 Aug 2025	CN¥631.8b	CN¥1.1t	CN¥28.8b	28.6x	22x	0.6x
Wed, 16 Jul 2025	CN¥598.7b	CN¥1.1t	CN¥28.8b	28x	20.8x	0.6x
Fri, 13 Jun 2025	CN¥604.1b	CN¥1.1t	CN¥28.8b	25.6x	21x	0.6x
Sun, 11 May 2025	CN¥565.7b	CN¥1.1t	CN¥28.8b	22.5x	19.6x	0.5x
Tue, 08 Apr 2025	CN¥520.0b	CN¥1.1t	CN¥26.8b	18.4x	19.4x	0.5x
Thu, 06 Mar 2025	CN¥562.2b	CN¥1.0t	CN¥25.9b	19.4x	21.7x	0.5x
Sat, 01 Feb 2025	CN¥545.2b	CN¥1.0t	CN¥25.9b	18.7x	21x	0.5x
Mon, 30 Dec 2024	CN¥509.1b	CN¥1.0t	CN¥25.9b	18.9x	19.7x	0.5x
Wed, 27 Nov 2024	CN¥482.8b	CN¥1.0t	CN¥25.9b	18.9x	18.6x	0.5x
Fri, 25 Oct 2024	CN¥491.1b	CN¥1.1t	CN¥24.8b	18.6x	19.8x	0.5x
Sun, 22 Sep 2024	CN¥419.6b	CN¥1.1t	CN¥24.8b	15.8x	16.9x	0.4x
Tue, 20 Aug 2024	CN¥396.4b	CN¥1.1t	CN¥23.6b	16.1x	16.8x	0.4x
Thu, 18 Jul 2024	CN¥411.1b	CN¥1.0t	CN¥23.5b	17.9x	17.5x	0.4x
Sat, 15 Jun 2024	CN¥441.8b	CN¥1.0t	CN¥23.5b	19.6x	18.8x	0.4x
Mon, 13 May 2024	CN¥462.9b	CN¥1.0t	CN¥23.5b	21.5x	19.7x	0.4x
Wed, 10 Apr 2024	CN¥429.1b	CN¥1.1t	CN¥22.7b	20.5x	18.9x	0.4x
Fri, 08 Mar 2024	CN¥416.1b	CN¥1.1t	CN¥22.4b	19.8x	18.6x	0.4x
Sun, 04 Feb 2024	CN¥376.6b	CN¥1.1t	CN¥22.4b	18.8x	16.8x	0.3x
Tue, 02 Jan 2024	CN¥436.2b	CN¥1.1t	CN¥22.4b	21.2x	19.5x	0.4x
Thu, 30 Nov 2023	CN¥449.9b	CN¥1.1t	CN¥22.4b	21.7x	20.1x	0.4x
Sat, 28 Oct 2023	CN¥443.5b	CN¥1.1t	CN¥23.0b	19.7x	19.3x	0.4x
Mon, 25 Sep 2023	CN¥459.3b	CN¥1.1t	CN¥23.1b	20x	19.9x	0.4x
Wed, 23 Aug 2023	CN¥482.9b	CN¥1.2t	CN¥22.8b	21.4x	21.2x	0.4x
Fri, 21 Jul 2023	CN¥499.2b	CN¥1.2t	CN¥23.0b	21.5x	21.7x	0.4x
Sun, 18 Jun 2023	CN¥513.6b	CN¥1.2t	CN¥23.0b	21.2x	22.3x	0.4x
Tue, 16 May 2023	CN¥534.8b	CN¥1.2t	CN¥23.0b	21.2x	23.2x	0.5x

Current Industry PE

Investors are relatively neutral on the Chinese Air Freight and 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 19.9x.

The industry is trading close to its 3-year average PS ratio of 0.47x.

Past Earnings Growth

The earnings for companies in the Air Freight and Logistics industry have grown 9.4% 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 Comparison

How does Chinese Air Freight and Logistics compare with similar industries?


CN Market	3.17%
Industrials	3.69%
Logistics	1.36%
Air Freight and Logistics	1.36%

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
002352 S.F. Holding	CN¥37.70	1.6% +CN¥3.0b	-13.7%	PE16.4x
001391 Air China Cargo	CN¥5.34	2.7% +CN¥1.7b	-22.8%	PE26.3x
002245 Jiangsu Azure	CN¥22.03	6.6% +CN¥1.6b	68.0%	PE33.2x
000720 Shandong Xinneng Taishan Power GenerationLtd	CN¥5.69	25.3% +CN¥1.4b	79.5%	PS4.9x
601156 Eastern Air Logistics	CN¥16.27	1.7% +CN¥428.6m	26.9%	PE9.5x

Company

Last Price

Valuation

002352 S.F. Holding

CN¥37.70

1.6%
+CN¥3.0b

-13.7%

PE16.4x

001391 Air China Cargo

CN¥5.34

2.7%
+CN¥1.7b

-22.8%

PE26.3x

002245 Jiangsu Azure

CN¥22.03

6.6%
+CN¥1.6b

68.0%

PE33.2x

000720 Shandong Xinneng Taishan Power GenerationLtd

CN¥5.69

25.3%
+CN¥1.4b

79.5%

PS4.9x

601156 Eastern Air Logistics

CN¥16.27

1.7%
+CN¥428.6m

26.9%

PE9.5x

New major risk - Revenue and earnings growth

Earnings have declined by 7.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.7% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.

Chinese (SSE) Air Freight and Logistics Industry Analysis

Industry Valuation and Performance

Industry Comparison

Top Stock Gainers and Losers

Latest News

New minor risk - Earnings quality

New major risk - Financial position

New major risk - Revenue and earnings growth

Now 21% undervalued

Less than half of directors are independent

First quarter 2026 earnings: Revenues and EPS in line with analyst expectations

Air China Cargo Co., Ltd., Annual General Meeting, May 21, 2026

First quarter 2026 earnings released: EPS: CN¥0.12 (vs CN¥0.12 in 1Q 2025)

STO Express Co.,Ltd, Annual General Meeting, May 26, 2026

First quarter 2026 earnings released: EPS: CN¥0.01 (vs CN¥0.01 in 1Q 2025)

Full year 2025 earnings: EPS and revenues miss analyst expectations

Bondex Supply Chain Management Co., Ltd., Annual General Meeting, May 08, 2026

Full year 2025 earnings released: EPS: CN¥0.25 (vs CN¥0.18 in FY 2024)

Eastern Air Logistics Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026