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Chinese (SSE) Materials Sector Analysis

UpdatedFeb 28, 2026
DataAggregated Company Financials
Companies817
  • 7D7.7%
  • 3M31.2%
  • 1Y78.9%
  • YTD19.2%

Zijin Mining Group is up 4.7%, leading the way for the Materials industry, which has gained 6.0%. During this same period, the Jiamei Food Packaging (Chuzhou)Ltd underperformed, falling 22%. This means that the industry has gained 73% over the past year. Looking forward, earnings are forecast to grow by 34% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 28 Feb 2026CN¥16.0tCN¥9.0tCN¥332.1b49.7x48.1x1.8x
Mon, 26 Jan 2026CN¥15.1tCN¥9.0tCN¥330.7b47.8x45.6x1.7x
Wed, 24 Dec 2025CN¥12.7tCN¥9.0tCN¥330.3b41.2x38.4x1.4x
Fri, 21 Nov 2025CN¥12.3tCN¥9.0tCN¥329.9b41.9x37.2x1.4x
Sun, 19 Oct 2025CN¥11.6tCN¥8.9tCN¥296.6b40.1x39.3x1.3x
Tue, 16 Sep 2025CN¥10.4tCN¥8.3tCN¥230.0b40.3x45.3x1.3x
Thu, 14 Aug 2025CN¥9.6tCN¥8.3tCN¥226.2b40x42.5x1.2x
Sat, 12 Jul 2025CN¥8.7tCN¥8.3tCN¥227.0b37.6x38.5x1x
Mon, 09 Jun 2025CN¥8.3tCN¥8.3tCN¥225.9b35.5x36.8x1x
Wed, 07 May 2025CN¥8.2tCN¥8.3tCN¥223.0b34.8x36.7x1x
Fri, 04 Apr 2025CN¥8.2tCN¥8.2tCN¥214.0b33.5x38.5x1x
Sun, 02 Mar 2025CN¥8.1tCN¥8.2tCN¥226.7b33.4x35.7x1x
Tue, 28 Jan 2025CN¥7.8tCN¥8.2tCN¥227.3b31.2x34.4x1x
Thu, 26 Dec 2024CN¥8.0tCN¥8.2tCN¥226.9b31.8x35.1x1x
Sat, 23 Nov 2024CN¥8.1tCN¥8.2tCN¥228.3b32.4x35.5x1x
Mon, 21 Oct 2024CN¥7.8tCN¥8.4tCN¥265.7b29.4x29.5x0.9x
Wed, 18 Sep 2024CN¥6.4tCN¥8.4tCN¥261.3b24.3x24.5x0.8x
Fri, 16 Aug 2024CN¥6.8tCN¥8.4tCN¥280.8b26.4x24.2x0.8x
Sun, 14 Jul 2024CN¥7.3tCN¥8.4tCN¥276.3b27.4x26.5x0.9x
Tue, 11 Jun 2024CN¥7.7tCN¥8.4tCN¥275.8b28.5x27.9x0.9x
Thu, 09 May 2024CN¥8.2tCN¥8.4tCN¥273.2b31.5x30x1x
Sat, 06 Apr 2024CN¥8.2tCN¥8.4tCN¥296.7b29.9x27.5x1x
Mon, 04 Mar 2024CN¥7.6tCN¥8.4tCN¥308.9b28.3x24.5x0.9x
Wed, 31 Jan 2024CN¥7.1tCN¥8.4tCN¥304.4b28.6x23.5x0.9x
Fri, 29 Dec 2023CN¥8.0tCN¥8.3tCN¥300.8b33.8x26.7x1x
Sun, 26 Nov 2023CN¥8.3tCN¥8.3tCN¥300.6b34.2x27.5x1x
Tue, 24 Oct 2023CN¥7.8tCN¥8.3tCN¥312.6b30.1x25.1x0.9x
Thu, 21 Sep 2023CN¥8.5tCN¥8.3tCN¥313.6b33.1x27.3x1x
Sat, 19 Aug 2023CN¥8.6tCN¥8.5tCN¥392.9b29.1x21.9x1x
Mon, 17 Jul 2023CN¥8.9tCN¥8.5tCN¥399.4b30.8x22.3x1.1x
Wed, 14 Jun 2023CN¥8.6tCN¥8.4tCN¥398.5b29.1x21.7x1x
Fri, 12 May 2023CN¥9.0tCN¥8.5tCN¥408.7b29.9x22.1x1.1x
Sun, 09 Apr 2023CN¥9.6tCN¥8.5tCN¥508.7b29x18.8x1.1x
Tue, 07 Mar 2023CN¥10.1tCN¥8.4tCN¥507.3b30.6x19.9x1.2x
Price to Earnings Ratio

19.9x


Total Market Cap: CN¥10.1tTotal Earnings: CN¥507.3bTotal Revenue: CN¥8.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Materials Sector Price to Earnings3Y Average 31x202420252026
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 47.4x which is higher than its 3-year average PE of 31.0x.
  • The 3-year average PS ratio of 1.1x 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 13% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.4% 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 Market2.79%
Materials7.73%
Metals and Mining9.95%
Chemicals6.61%
Basic Materials3.44%
Paper and Forestry Products2.72%
Packaging0.31%
Industry PE
  • Investors are most optimistic about the Packaging industry which is trading above its 3-year average PE ratio of 37.4x.
    • Analysts are expecting annual earnings growth of 47.9%, 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 Paper and Forestry Products industry is expected to see its earnings grow by 26% 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¥39.554.7%
+CN¥46.9b
157.7%PE23x
603993 CMOC GroupCN¥23.999.1%
+CN¥43.0b
261.3%PE26.3x
000657 China Tungsten And Hightech MaterialsLtdCN¥66.2226.3%
+CN¥31.5b
616.7%PE141x
600010 Inner Mongolia Baotou Steel UnionCN¥3.2423.7%
+CN¥28.1b
79.0%PE144.7x
600111 China Northern Rare Earth (Group) High-TechLtdCN¥62.4014.0%
+CN¥27.7b
178.9%PE105.4x

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