Header cover image

Chinese (SSE) Materials Sector Analysis

UpdatedMar 11, 2026
DataAggregated Company Financials
Companies818
  • 7D-0.8%
  • 3M24.8%
  • 1Y64.0%
  • YTD14.9%

The Materials is pretty flat in the last 7 days, but Qinghai Salt Lake IndustryLtd has stood out, gaining 7.5%. The past year has been better, since the industry has gained 64% in that time. As for the next few years, earnings are expected to grow by 33% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 11 Mar 2026CN¥15.4tCN¥9.1tCN¥333.5b48.8x46.2x1.7x
Fri, 06 Feb 2026CN¥14.4tCN¥9.0tCN¥331.9b45.9x43.4x1.6x
Sun, 04 Jan 2026CN¥13.1tCN¥9.0tCN¥330.8b41.9x39.6x1.5x
Tue, 02 Dec 2025CN¥12.3tCN¥9.0tCN¥329.9b41.4x37.1x1.4x
Thu, 30 Oct 2025CN¥12.2tCN¥9.0tCN¥323.9b41.6x37.6x1.3x
Sat, 27 Sep 2025CN¥10.3tCN¥8.3tCN¥230.2b39.9x44.6x1.2x
Mon, 25 Aug 2025CN¥10.0tCN¥8.3tCN¥228.8b41.5x43.6x1.2x
Wed, 23 Jul 2025CN¥9.3tCN¥8.3tCN¥227.0b38.9x41x1.1x
Fri, 20 Jun 2025CN¥8.2tCN¥8.3tCN¥226.0b34.5x36.3x1x
Sun, 18 May 2025CN¥8.2tCN¥8.3tCN¥225.4b34.6x36.5x1x
Tue, 15 Apr 2025CN¥7.9tCN¥8.2tCN¥211.3b33.1x37.6x1x
Thu, 13 Mar 2025CN¥8.5tCN¥8.2tCN¥226.4b34.3x37.3x1x
Sat, 08 Feb 2025CN¥8.0tCN¥8.2tCN¥226.9b32.3x35.3x1x
Mon, 06 Jan 2025CN¥7.6tCN¥8.2tCN¥226.9b29.8x33.3x0.9x
Wed, 04 Dec 2024CN¥8.3tCN¥8.2tCN¥226.6b34.1x36.8x1x
Fri, 01 Nov 2024CN¥8.1tCN¥8.4tCN¥238.4b32x34.1x1x
Sun, 29 Sep 2024CN¥7.5tCN¥8.4tCN¥265.3b27.9x28.2x0.9x
Tue, 27 Aug 2024CN¥6.7tCN¥8.4tCN¥283.5b25.3x23.5x0.8x
Thu, 25 Jul 2024CN¥6.8tCN¥8.4tCN¥277.2b25.7x24.6x0.8x
Sat, 22 Jun 2024CN¥7.4tCN¥8.4tCN¥275.7b28.2x26.9x0.9x
Mon, 20 May 2024CN¥8.2tCN¥8.4tCN¥270.1b31.8x30.5x1x
Wed, 17 Apr 2024CN¥8.0tCN¥8.4tCN¥301.6b26.1x26.5x1x
Fri, 15 Mar 2024CN¥7.7tCN¥8.4tCN¥312.5b28.9x24.6x0.9x
Sun, 11 Feb 2024CN¥7.1tCN¥8.4tCN¥308.7b24.7x23x0.8x
Tue, 09 Jan 2024CN¥7.8tCN¥8.4tCN¥303.0b32.5x25.8x0.9x
Thu, 07 Dec 2023CN¥8.1tCN¥8.3tCN¥300.5b34.2x27x1x
Sat, 04 Nov 2023CN¥8.3tCN¥8.3tCN¥300.2b33.7x27.5x1x
Mon, 02 Oct 2023CN¥8.4tCN¥8.3tCN¥312.8b32.9x27x1x
Wed, 30 Aug 2023CN¥8.6tCN¥8.4tCN¥354.6b31.8x24.1x1x
Fri, 28 Jul 2023CN¥8.9tCN¥8.5tCN¥399.0b29.9x22.3x1.1x
Sun, 25 Jun 2023CN¥8.5tCN¥8.4tCN¥398.4b29.2x21.3x1x
Tue, 23 May 2023CN¥8.6tCN¥8.5tCN¥402.1b29.8x21.5x1x
Thu, 20 Apr 2023CN¥9.6tCN¥8.5tCN¥500.1b28.7x19.2x1.1x
Sat, 18 Mar 2023CN¥9.6tCN¥8.5tCN¥513.3b29.1x18.6x1.1x
Price to Earnings Ratio

18.6x


Total Market Cap: CN¥9.6tTotal Earnings: CN¥513.3bTotal Revenue: CN¥8.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Materials Sector Price to Earnings3Y Average 31.3x202420252026
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 31.3x.
  • 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 2.3% 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 Market1.80%
Materials-0.82%
Packaging3.51%
Paper and Forestry Products2.31%
Chemicals0.66%
Basic Materials-0.32%
Metals and Mining-2.76%
Industry PE
  • Investors are most optimistic about the Packaging industry which is trading above its 3-year average PE ratio of 37.7x.
    • Analysts are expecting annual earnings growth of 41.9%, 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 42% over the next 5 years.
  • This is better than its past earnings decline of 3.4% per year.
  • In contrast, the Basic Materials industry is expected to see its earnings grow by 24% 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
000792 Qinghai Salt Lake IndustryLtdCN¥38.537.5%
+CN¥14.2b
133.1%PE33.8x
688585 Swancor Advanced MaterialsCN¥136.0024.4%
+CN¥10.8b
1,659.4%PE1339.6x
002709 Guangzhou Tinci Materials TechnologyCN¥45.1511.2%
+CN¥9.2b
121.3%PE67.1x
688300 NovorayCN¥99.9649.3%
+CN¥8.0b
112.3%PE82.5x
002001 Zhejiang NHUCN¥36.307.1%
+CN¥7.4b
63.6%PE15.4x

Latest News