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Chinese (SSE) Materials Sector Analysis

UpdatedJan 27, 2026
DataAggregated Company Financials
Companies815
  • 7D6.5%
  • 3M27.5%
  • 1Y76.1%
  • YTD14.6%

The Materials industry is up 6.5% in the last week, with Zijin Mining Group up 8.8%. This takes the industry's 12 month performance to a gain of 76%. Looking forward, earnings are forecast to grow by 33% annually.

Sector Valuation and Performance

Has the Chinese Materials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 28 Jan 2026CN¥15.3tCN¥9.0tCN¥330.7b47.8x46.2x1.7x
Fri, 26 Dec 2025CN¥12.9tCN¥9.0tCN¥330.3b42.2x38.9x1.4x
Sun, 23 Nov 2025CN¥11.7tCN¥9.0tCN¥329.9b39.7x35.5x1.3x
Tue, 21 Oct 2025CN¥11.6tCN¥8.9tCN¥296.6b40.5x39.3x1.3x
Thu, 18 Sep 2025CN¥10.4tCN¥8.3tCN¥230.0b41.2x45.3x1.3x
Sat, 16 Aug 2025CN¥9.7tCN¥8.3tCN¥225.7b39.9x42.9x1.2x
Mon, 14 Jul 2025CN¥8.8tCN¥8.3tCN¥227.0b37.4x38.7x1.1x
Wed, 11 Jun 2025CN¥8.3tCN¥8.3tCN¥225.9b35.6x36.9x1x
Fri, 09 May 2025CN¥8.2tCN¥8.3tCN¥222.5b35.2x37x1x
Sun, 06 Apr 2025CN¥8.2tCN¥8.2tCN¥212.7b33.5x38.7x1x
Tue, 04 Mar 2025CN¥8.2tCN¥8.2tCN¥226.1b33.7x36.3x1x
Thu, 30 Jan 2025CN¥7.8tCN¥8.2tCN¥227.3b31.2x34.4x1x
Sat, 28 Dec 2024CN¥8.0tCN¥8.2tCN¥226.9b32.3x35.4x1x
Mon, 25 Nov 2024CN¥8.1tCN¥8.2tCN¥228.3b32.4x35.5x1x
Wed, 23 Oct 2024CN¥8.0tCN¥8.4tCN¥265.7b30.3x30.2x1x
Fri, 20 Sep 2024CN¥6.5tCN¥8.4tCN¥265.0b24.8x24.7x0.8x
Sun, 18 Aug 2024CN¥6.7tCN¥8.4tCN¥281.2b26.2x24x0.8x
Tue, 16 Jul 2024CN¥7.3tCN¥8.4tCN¥276.3b27x26.3x0.9x
Thu, 13 Jun 2024CN¥7.7tCN¥8.4tCN¥275.8b28.9x27.8x0.9x
Sat, 11 May 2024CN¥8.3tCN¥8.4tCN¥273.1b32x30.3x1x
Mon, 08 Apr 2024CN¥8.2tCN¥8.4tCN¥296.7b29.9x27.5x1x
Wed, 06 Mar 2024CN¥7.5tCN¥8.4tCN¥308.9b28x24.2x0.9x
Fri, 02 Feb 2024CN¥6.9tCN¥8.0tCN¥293.0b26.7x23.4x0.9x
Sun, 31 Dec 2023CN¥8.1tCN¥8.3tCN¥300.8b34.4x26.9x1x
Tue, 28 Nov 2023CN¥8.2tCN¥8.3tCN¥300.6b34.2x27.4x1x
Thu, 26 Oct 2023CN¥8.1tCN¥8.3tCN¥312.3b31.4x25.9x1x
Sat, 23 Sep 2023CN¥8.5tCN¥8.3tCN¥313.5b33.1x27.2x1x
Mon, 21 Aug 2023CN¥8.6tCN¥8.5tCN¥388.6b29.6x22.2x1x
Wed, 19 Jul 2023CN¥8.9tCN¥8.5tCN¥399.4b30.2x22.2x1x
Fri, 16 Jun 2023CN¥8.7tCN¥8.4tCN¥398.5b29.8x21.9x1x
Sun, 14 May 2023CN¥8.9tCN¥8.5tCN¥406.8b29.1x21.8x1x
Tue, 11 Apr 2023CN¥9.6tCN¥8.5tCN¥508.7b29x18.8x1.1x
Thu, 09 Mar 2023CN¥10.0tCN¥8.4tCN¥507.4b30.1x19.6x1.2x
Sat, 04 Feb 2023CN¥10.2tCN¥8.5tCN¥513.8b29.9x19.9x1.2x
Price to Earnings Ratio

19.9x


Total Market Cap: CN¥10.2tTotal Earnings: CN¥513.8bTotal Revenue: CN¥8.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Materials Sector Price to Earnings3Y Average 30.3x202420252026
Current Industry PE
  • Investors are optimistic on the Chinese Materials industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 46.2x which is higher than its 3-year average PE of 30.3x.
  • The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Materials industry have declined 14% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.2% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Chinese Materials sector?

CN Market0.64%
Materials6.45%
Metals and Mining10.00%
Basic Materials6.04%
Chemicals3.65%
Packaging2.31%
Paper and Forestry Products1.56%
Industry PE
  • Investors are most optimistic about the Packaging industry which is trading above its 3-year average PE ratio of 36.7x.
    • Analysts are expecting annual earnings growth of 48.1%, which is higher than its past year's earnings decline of 3.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Packaging industry, expecting annual earnings growth of 48% over the next 5 years.
  • This is better than its past earnings decline of 3.4% per year.
  • In contrast, the Metals and Mining industry is expected to see its earnings grow by 28% 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
601899 Zijin Mining GroupCN¥40.618.8%
+CN¥87.4b
150.1%PE23.6x
601212 Baiyin Nonferrous GroupCN¥12.5561.1%
+CN¥35.2b
349.8%PE525.4x
600489 Zhongjin GoldLtdCN¥34.2824.4%
+CN¥32.6b
161.1%PE37.6x
600547 Shandong Gold MiningCN¥54.2514.0%
+CN¥30.8b
123.0%PE290.3x
603993 CMOC GroupCN¥24.486.1%
+CN¥30.2b
238.1%PE26.8x

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