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Chinese (SSE) Transportation Industry Analysis

UpdatedJul 19, 2025
DataAggregated Company Financials
Companies18
  • 7D-1.3%
  • 3M-3.7%
  • 1Y-0.4%
  • YTD-3.6%

Over the last 7 days, the Transportation industry has dropped 1.3%, driven by a pullback from Beijing-Shanghai High-Speed Railway of 2.6%. On the other hand Shanghai TianchenLtd is actually up 35%. As for the longer term, the industry's performance has been flat for the past year. Looking forward, earnings are forecast to grow by 7.8% annually.

Industry Valuation and Performance

Has the Chinese Transportation Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 19 Jul 2025CN¥495.0bCN¥160.3bCN¥22.0b32.1x22.5x3.1x
Mon, 16 Jun 2025CN¥502.1bCN¥160.3bCN¥22.0b30.7x22.8x3.1x
Wed, 14 May 2025CN¥513.8bCN¥162.0bCN¥22.0b31.7x23.3x3.2x
Fri, 11 Apr 2025CN¥515.3bCN¥163.2bCN¥22.5b27.6x22.9x3.2x
Sun, 09 Mar 2025CN¥484.2bCN¥163.7bCN¥22.6b28.6x21.4x3x
Tue, 04 Feb 2025CN¥490.0bCN¥163.7bCN¥22.6b27.5x21.7x3x
Thu, 02 Jan 2025CN¥513.7bCN¥163.7bCN¥22.6b27.2x22.7x3.1x
Sat, 30 Nov 2024CN¥500.3bCN¥163.7bCN¥22.6b27.3x22.1x3.1x
Mon, 28 Oct 2024CN¥484.9bCN¥166.9bCN¥23.7b25.6x20.5x2.9x
Wed, 25 Sep 2024CN¥454.9bCN¥167.2bCN¥23.7b22.6x19.2x2.7x
Fri, 23 Aug 2024CN¥482.9bCN¥169.6bCN¥24.4b23x19.8x2.8x
Sun, 21 Jul 2024CN¥483.9bCN¥169.8bCN¥24.4b24.1x19.8x2.9x
Tue, 18 Jun 2024CN¥449.2bCN¥169.8bCN¥24.4b23.1x18.4x2.6x
Thu, 16 May 2024CN¥459.7bCN¥169.8bCN¥24.4b27.4x18.8x2.7x
Sat, 13 Apr 2024CN¥458.4bCN¥161.9bCN¥20.6b32.5x22.2x2.8x
Mon, 11 Mar 2024CN¥448.2bCN¥160.3bCN¥20.7b31.5x21.6x2.8x
Wed, 07 Feb 2024CN¥440.3bCN¥160.3bCN¥20.7b30.1x21.3x2.7x
Fri, 05 Jan 2024CN¥441.4bCN¥160.3bCN¥20.7b36.8x21.3x2.8x
Sun, 03 Dec 2023CN¥453.6bCN¥160.3bCN¥20.7b36.8x21.9x2.8x
Tue, 31 Oct 2023CN¥445.0bCN¥154.4bCN¥17.9b36.9x24.9x2.9x
Thu, 28 Sep 2023CN¥451.1bCN¥153.8bCN¥17.5b49.8x25.8x2.9x
Sat, 26 Aug 2023CN¥454.6bCN¥144.4bCN¥13.6b68.4x33.5x3.1x
Mon, 24 Jul 2023CN¥469.7bCN¥144.9bCN¥13.6b68.2x34.5x3.2x
Wed, 21 Jun 2023CN¥458.9bCN¥144.9bCN¥13.6b64.3x33.7x3.2x
Fri, 19 May 2023CN¥488.2bCN¥144.9bCN¥13.6b68.5x35.8x3.4x
Sun, 16 Apr 2023CN¥456.3bCN¥146.0bCN¥12.9b51.3x35.4x3.1x
Tue, 14 Mar 2023CN¥456.2bCN¥147.1bCN¥12.7b46.5x35.9x3.1x
Thu, 09 Feb 2023CN¥424.6bCN¥147.0bCN¥12.7b48.5x33.4x2.9x
Sat, 07 Jan 2023CN¥445.6bCN¥154.3bCN¥13.5b50.2x33.1x2.9x
Mon, 05 Dec 2022CN¥459.0bCN¥154.3bCN¥13.5b45.8x34.1x3x
Wed, 02 Nov 2022CN¥430.1bCN¥154.4bCN¥13.5b36.1x31.8x2.8x
Fri, 30 Sep 2022CN¥425.6bCN¥154.9bCN¥13.6b43.7x31.3x2.7x
Sun, 28 Aug 2022CN¥436.2bCN¥162.2bCN¥16.9b45.1x25.8x2.7x
Tue, 26 Jul 2022CN¥449.1bCN¥174.1bCN¥17.7b49x25.4x2.6x
Price to Earnings Ratio

25.4x


Total Market Cap: CN¥449.1bTotal Earnings: CN¥17.7bTotal Revenue: CN¥174.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Transportation Industry Price to Earnings3Y Average 25.9x202320242025
Current Industry PE
  • Investors are pessimistic on the Chinese Transportation industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 22.5x which is lower than its 3-year average PE of 25.9x.
  • The industry is trading close to its 3-year average PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have grown 7.5% per year over the last three years.
  • Meanwhile revenues for these companies have declined 2.7% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Trends

Which industries have driven the changes within the Chinese Industrials industry?

CN Market1.28%
Industrials1.25%
Transportation-1.25%
Trucking6.74%
Cargo Ground Transportation0.10%
Railroads-1.90%
Industry PE
  • Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 527x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Railroads industry, expecting annual earnings growth of 7.8% over the next 5 years.
  • This is better than its past earnings decline of 24% per year.
  • In contrast, the Railroads industry is expected to see its earnings grow by 7.8% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
600620 Shanghai TianchenLtdCN¥7.7435.3%
+CN¥1.4b
63.6%PE96.2x
603069 Hainan Haiqi Transportation GroupLtdCN¥22.808.8%
+CN¥584.6m
38.7%PS9.3x
600611 Dazhong Transportation (Group)CN¥6.413.7%
+CN¥542.0m
14.9%PE96.1x
603813 GuangDong GenSho LogisticsLTDCN¥15.5810.2%
+CN¥150.1m
74.3%PS5.4x
002357 Sichuan Fulin Transportation GroupCN¥9.782.9%
+CN¥87.8m
67.2%PE22.3x

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