Narrative Update • Jul 30

Over the last 7 days, the Air Freight and Logistics industry has remained flat, although notably Jiangsu Azure gained 11%. As for the longer term, the industry has declined 18% in the last year. As for the next few years, earnings are expected to grow by 14% per annum.
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, 08 Aug 2026 | CN¥512.0b | CN¥1.1t | CN¥29.9b | 23.1x | 17.1x | 0.5x |
| Mon, 06 Jul 2026 | CN¥513.7b | CN¥1.1t | CN¥29.9b | 23.7x | 17.2x | 0.5x |
| Wed, 03 Jun 2026 | CN¥534.0b | CN¥1.1t | CN¥30.1b | 23.6x | 17.7x | 0.5x |
| Fri, 01 May 2026 | CN¥559.8b | CN¥1.1t | CN¥30.3b | 21.6x | 18.5x | 0.5x |
| Sun, 29 Mar 2026 | CN¥579.7b | CN¥1.1t | CN¥29.3b | 22.2x | 19.8x | 0.5x |
| Tue, 24 Feb 2026 | CN¥585.2b | CN¥1.1t | CN¥29.3b | 25.3x | 19.9x | 0.5x |
| Thu, 22 Jan 2026 | CN¥597.4b | CN¥1.1t | CN¥29.2b | 27.3x | 20.5x | 0.5x |
| Sat, 20 Dec 2025 | CN¥577.8b | CN¥1.1t | CN¥29.2b | 25.7x | 19.8x | 0.5x |
| Mon, 17 Nov 2025 | CN¥599.9b | CN¥1.1t | CN¥29.2b | 28.1x | 20.6x | 0.5x |
| Wed, 15 Oct 2025 | CN¥601.9b | CN¥1.1t | CN¥29.3b | 26.8x | 20.5x | 0.6x |
| Fri, 12 Sep 2025 | CN¥616.8b | CN¥1.1t | CN¥29.3b | 28.1x | 21x | 0.6x |
| Sun, 10 Aug 2025 | CN¥636.2b | CN¥1.1t | CN¥28.8b | 29.1x | 22.1x | 0.6x |
| Tue, 08 Jul 2025 | CN¥597.7b | CN¥1.1t | CN¥28.8b | 27.8x | 20.8x | 0.6x |
| Thu, 05 Jun 2025 | CN¥597.1b | CN¥1.1t | CN¥28.8b | 26.2x | 20.7x | 0.6x |
| Sat, 03 May 2025 | CN¥558.5b | CN¥1.1t | CN¥28.6b | 20.7x | 19.5x | 0.5x |
| Mon, 31 Mar 2025 | CN¥551.4b | CN¥1.1t | CN¥26.8b | 19.2x | 20.6x | 0.5x |
| Wed, 26 Feb 2025 | CN¥553.7b | CN¥1.0t | CN¥25.9b | 19.2x | 21.3x | 0.5x |
| Fri, 24 Jan 2025 | CN¥543.8b | CN¥1.0t | CN¥25.9b | 18.3x | 21x | 0.5x |
| Sun, 22 Dec 2024 | CN¥472.4b | CN¥1.0t | CN¥25.9b | 18.4x | 18.2x | 0.5x |
| Tue, 19 Nov 2024 | CN¥489.8b | CN¥1.0t | CN¥25.9b | 18x | 18.9x | 0.5x |
| Thu, 17 Oct 2024 | CN¥476.7b | CN¥1.1t | CN¥24.8b | 18.9x | 19.2x | 0.4x |
| Sat, 14 Sep 2024 | CN¥408.3b | CN¥1.1t | CN¥24.8b | 15.2x | 16.5x | 0.4x |
| Mon, 12 Aug 2024 | CN¥404.9b | CN¥1.1t | CN¥23.6b | 17x | 17.2x | 0.4x |
| Wed, 10 Jul 2024 | CN¥408.7b | CN¥1.0t | CN¥23.5b | 17.7x | 17.4x | 0.4x |
| Fri, 07 Jun 2024 | CN¥451.9b | CN¥1.0t | CN¥23.5b | 19.8x | 19.2x | 0.4x |
| Sun, 05 May 2024 | CN¥446.3b | CN¥1.0t | CN¥23.5b | 20.8x | 19x | 0.4x |
| Tue, 02 Apr 2024 | CN¥443.5b | CN¥1.1t | CN¥22.6b | 20.9x | 19.6x | 0.4x |
| Thu, 29 Feb 2024 | CN¥417.6b | CN¥1.1t | CN¥22.4b | 19x | 18.6x | 0.4x |
| Sat, 27 Jan 2024 | CN¥422.9b | CN¥1.1t | CN¥22.4b | 21.8x | 18.9x | 0.4x |
| Mon, 25 Dec 2023 | CN¥429.8b | CN¥1.1t | CN¥22.4b | 21.8x | 19.2x | 0.4x |
| Wed, 22 Nov 2023 | CN¥452.4b | CN¥1.1t | CN¥22.4b | 21.4x | 20.2x | 0.4x |
| Fri, 20 Oct 2023 | CN¥444.2b | CN¥1.1t | CN¥23.3b | 19.7x | 19.1x | 0.4x |
| Sun, 17 Sep 2023 | CN¥465.6b | CN¥1.1t | CN¥23.1b | 20.2x | 20.1x | 0.4x |
| Tue, 15 Aug 2023 | CN¥506.0b | CN¥1.2t | CN¥22.9b | 21.6x | 22.1x | 0.4x |
22.1x
How does Chinese Air Freight and Logistics compare with similar industries?
| CN Market | 5.64% | |
| Industrials | 4.82% | |
| Logistics | -0.43% | |
| Air Freight and Logistics | -0.43% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 002245 Jiangsu Azure | CN¥17.65 | 11.1% +CN¥3.0b | 64.4% | PE39.4x | |
| 603713 Milkyway Intelligent Supply Chain Service GroupCo | CN¥68.10 | 16.3% +CN¥1.5b | 24.3% | PE17x | |
| 300873 Hichain LogisticsLtd | CN¥16.85 | 17.0% +CN¥785.9m | -2.4% | PE26x | |
| 002468 STO ExpressLtd | CN¥14.58 | 3.4% +CN¥725.4m | -16.0% | PE13.8x | |
| 601156 Eastern Air Logistics | CN¥17.35 | 1.6% +CN¥444.5m | 20.1% | PE10.1x |