Narrative Update • Jul 29

Over the last 7 days, the Industrial Machinery industry has dropped 2.7%, driven by a pullback from Guangdong Dtech Technology of 7.0%. Meanwhile, Farsoon Technologies actually outperformed within the industry, gaining 11% in the last week. Over the past 12 months, the industry was up 11%. As for the next few years, earnings are expected to grow by 39% per annum.
Has the Chinese Industrial Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 24 Aug 2026 | CN¥4.3t | CN¥1.2t | CN¥59.4b | 49.4x | 72.7x | 3.5x |
| Wed, 22 Jul 2026 | CN¥3.9t | CN¥1.2t | CN¥59.1b | 45.8x | 65.7x | 3.2x |
| Fri, 19 Jun 2026 | CN¥4.9t | CN¥1.2t | CN¥58.3b | 57.9x | 84.8x | 4x |
| Sun, 17 May 2026 | CN¥4.9t | CN¥1.2t | CN¥58.4b | 61.4x | 83.3x | 4x |
| Tue, 14 Apr 2026 | CN¥4.3t | CN¥1.2t | CN¥53.7b | 59.9x | 81x | 3.6x |
| Thu, 12 Mar 2026 | CN¥4.6t | CN¥1.2t | CN¥53.5b | 60.6x | 85.5x | 3.8x |
| Sat, 07 Feb 2026 | CN¥4.4t | CN¥1.2t | CN¥52.3b | 57.3x | 84.2x | 3.7x |
| Mon, 05 Jan 2026 | CN¥4.1t | CN¥1.2t | CN¥52.1b | 56.8x | 79.1x | 3.5x |
| Wed, 03 Dec 2025 | CN¥3.7t | CN¥1.2t | CN¥52.1b | 52.8x | 71.4x | 3.1x |
| Fri, 31 Oct 2025 | CN¥3.9t | CN¥1.2t | CN¥52.4b | 57.2x | 74.6x | 3.2x |
| Sun, 28 Sep 2025 | CN¥3.8t | CN¥1.2t | CN¥46.2b | 52.8x | 82.6x | 3.2x |
| Tue, 26 Aug 2025 | CN¥3.7t | CN¥1.2t | CN¥44.2b | 52.6x | 83.4x | 3.1x |
| Thu, 24 Jul 2025 | CN¥3.2t | CN¥1.2t | CN¥43.8b | 46.8x | 73.3x | 2.7x |
| Sat, 21 Jun 2025 | CN¥2.9t | CN¥1.2t | CN¥45.0b | 40.8x | 63.9x | 2.4x |
| Mon, 19 May 2025 | CN¥3.0t | CN¥1.2t | CN¥44.2b | 41.3x | 68.4x | 2.5x |
| Wed, 16 Apr 2025 | CN¥2.8t | CN¥1.2t | CN¥56.9b | 38x | 50.1x | 2.4x |
| Fri, 14 Mar 2025 | CN¥3.2t | CN¥1.2t | CN¥54.7b | 42.9x | 58.5x | 2.7x |
| Sun, 09 Feb 2025 | CN¥3.0t | CN¥1.2t | CN¥56.3b | 38.3x | 52.7x | 2.5x |
| Tue, 07 Jan 2025 | CN¥2.5t | CN¥1.2t | CN¥55.9b | 33.5x | 45.3x | 2.1x |
| Thu, 05 Dec 2024 | CN¥2.9t | CN¥1.2t | CN¥54.9b | 38.1x | 52x | 2.4x |
| Sat, 02 Nov 2024 | CN¥2.6t | CN¥1.2t | CN¥55.0b | 33.5x | 47.4x | 2.2x |
| Mon, 30 Sep 2024 | CN¥2.3t | CN¥1.2t | CN¥57.6b | 30x | 39.6x | 2x |
| Wed, 28 Aug 2024 | CN¥1.9t | CN¥1.1t | CN¥60.0b | 25.8x | 32.5x | 1.7x |
| Fri, 26 Jul 2024 | CN¥2.0t | CN¥1.1t | CN¥60.7b | 26.4x | 33.7x | 1.8x |
| Sun, 23 Jun 2024 | CN¥2.2t | CN¥1.1t | CN¥60.3b | 28.7x | 37.1x | 2x |
| Tue, 21 May 2024 | CN¥2.5t | CN¥1.1t | CN¥59.7b | 31.4x | 41.1x | 2.2x |
| Thu, 18 Apr 2024 | CN¥2.4t | CN¥1.1t | CN¥64.3b | 30x | 36.9x | 2.1x |
| Sat, 16 Mar 2024 | CN¥2.6t | CN¥1.1t | CN¥64.8b | 32.6x | 40.2x | 2.3x |
| Mon, 12 Feb 2024 | CN¥2.2t | CN¥1.1t | CN¥65.3b | 25.9x | 33.5x | 1.9x |
| Wed, 10 Jan 2024 | CN¥2.6t | CN¥1.1t | CN¥67.4b | 32.2x | 38.5x | 2.3x |
| Fri, 08 Dec 2023 | CN¥2.7t | CN¥1.1t | CN¥67.2b | 34x | 39.7x | 2.3x |
| Sun, 05 Nov 2023 | CN¥2.7t | CN¥1.1t | CN¥67.2b | 33.5x | 39.7x | 2.3x |
| Tue, 03 Oct 2023 | CN¥2.8t | CN¥1.1t | CN¥64.3b | 35.3x | 43x | 2.5x |
| Thu, 31 Aug 2023 | CN¥2.8t | CN¥1.1t | CN¥67.3b | 36.7x | 41.7x | 2.5x |
41.7x
How does Chinese Industrial Machinery compare with similar industries?
| CN Market | -1.54% | |
| Industrials | -1.73% | |
| Machinery | -1.88% | |
| Industrial Machinery | -2.66% | |
| Construction Machinery and Vehicles | 0.32% | |
| Agricultural Machinery | -0.65% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 688433 Farsoon Technologies | CN¥106.00 | 10.2% +CN¥4.1b | 142.0% | PE604x | |
| 603580 AA Industrial Belting (Shanghai)Ltd | CN¥72.80 | 25.1% +CN¥1.9b | 387.6% | PE235.8x | |
| 002667 Willing New Energy | CN¥19.45 | 39.1% +CN¥1.4b | 49.8% | PS10x | |
| 000039 China International Marine Containers (Group) | CN¥9.25 | 2.4% +CN¥1.2b | 12.5% | PS0.3x | |
| 300382 Suzhou SLAC Precision EquipmentLtd | CN¥17.93 | 9.8% +CN¥1.0b | 16.5% | PS5.4x |