Header cover image

Chinese (SSE) Materials Sector Analysis

UpdatedApr 07, 2026
DataAggregated Company Financials
Companies819
  • 7D-2.2%
  • 3M-0.6%
  • 1Y67.5%
  • YTD2.6%

Over the last 7 days, the Materials industry has dropped 2.1%, driven by a pullback from Qinghai Salt Lake IndustryLtd of 8.1%. On the other hand Yunnan Aluminium is actually up 11%. In the past year, the industry has gained 52%. Looking forward, earnings are forecast to grow by 31% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 07 Apr 2026CN¥14.1tCN¥9.2tCN¥376.2b43.5x37.6x1.5x
Thu, 05 Mar 2026CN¥15.4tCN¥9.1tCN¥332.2b47.3x46.3x1.7x
Sat, 31 Jan 2026CN¥15.2tCN¥9.0tCN¥331.6b47.3x45.9x1.7x
Mon, 29 Dec 2025CN¥13.1tCN¥9.0tCN¥330.3b41.9x39.6x1.4x
Wed, 26 Nov 2025CN¥11.9tCN¥9.0tCN¥329.9b40.5x36.1x1.3x
Fri, 24 Oct 2025CN¥11.8tCN¥9.0tCN¥302.8b41.4x38.9x1.3x
Sun, 21 Sep 2025CN¥10.3tCN¥8.3tCN¥229.9b40.5x44.6x1.2x
Tue, 19 Aug 2025CN¥9.8tCN¥8.4tCN¥225.4b40.2x43.5x1.2x
Thu, 17 Jul 2025CN¥8.7tCN¥8.3tCN¥227.0b37.4x38.4x1x
Sat, 14 Jun 2025CN¥8.4tCN¥8.3tCN¥225.9b35.6x37x1x
Mon, 12 May 2025CN¥8.2tCN¥8.3tCN¥222.5b35.1x36.7x1x
Wed, 09 Apr 2025CN¥7.5tCN¥8.2tCN¥212.7b30.1x35.3x0.9x
Fri, 07 Mar 2025CN¥8.3tCN¥8.2tCN¥225.2b34.3x36.9x1x
Sun, 02 Feb 2025CN¥7.8tCN¥8.2tCN¥226.9b31.2x34.4x1x
Tue, 31 Dec 2024CN¥8.0tCN¥8.2tCN¥226.9b32.1x35.3x1x
Thu, 28 Nov 2024CN¥8.2tCN¥8.2tCN¥228.1b33x35.8x1x
Sat, 26 Oct 2024CN¥8.2tCN¥8.4tCN¥265.3b31.2x30.9x1x
Mon, 23 Sep 2024CN¥6.5tCN¥8.4tCN¥265.0b24.6x24.6x0.8x
Wed, 21 Aug 2024CN¥6.7tCN¥8.4tCN¥281.6b25.4x23.7x0.8x
Fri, 19 Jul 2024CN¥7.2tCN¥8.4tCN¥277.3b26.4x26x0.9x
Sun, 16 Jun 2024CN¥7.6tCN¥8.4tCN¥275.7b28.8x27.5x0.9x
Tue, 14 May 2024CN¥8.2tCN¥8.4tCN¥272.7b31.2x30x1x
Thu, 11 Apr 2024CN¥8.1tCN¥8.4tCN¥297.3b29x27.3x1x
Sat, 09 Mar 2024CN¥7.6tCN¥8.4tCN¥309.1b28.2x24.6x0.9x
Mon, 05 Feb 2024CN¥6.6tCN¥8.4tCN¥306.6b25.8x21.7x0.8x
Wed, 03 Jan 2024CN¥8.1tCN¥8.3tCN¥300.8b34.5x26.9x1x
Fri, 01 Dec 2023CN¥8.2tCN¥8.3tCN¥300.9b34.1x27.1x1x
Sun, 29 Oct 2023CN¥8.2tCN¥8.3tCN¥308.3b31.7x26.7x1x
Tue, 26 Sep 2023CN¥8.5tCN¥8.3tCN¥313.5b33.3x27.1x1x
Thu, 24 Aug 2023CN¥8.4tCN¥8.4tCN¥376.4b29.2x22.3x1x
Sat, 22 Jul 2023CN¥8.8tCN¥8.5tCN¥399.4b30.1x22.1x1x
Mon, 19 Jun 2023CN¥8.8tCN¥8.4tCN¥398.4b29.7x22x1x
Wed, 17 May 2023CN¥9.0tCN¥8.5tCN¥406.3b29.2x22.1x1.1x
Fri, 14 Apr 2023CN¥9.5tCN¥8.5tCN¥508.7b28.8x18.7x1.1x
Price to Earnings Ratio

18.7x


Total Market Cap: CN¥9.5tTotal Earnings: CN¥508.7bTotal Revenue: CN¥8.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Materials Sector Price to Earnings3Y Average 31.8x202420252026
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 37.6x which is higher than its 3-year average PE of 31.8x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Materials industry have declined 9.6% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.0% 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 Market-1.61%
Materials-2.17%
Basic Materials-0.12%
Metals and Mining-1.37%
Paper and Forestry Products-1.39%
Chemicals-3.01%
Packaging-3.25%
Industry PE
  • Investors are most optimistic about the Basic Materials industry, which is trading close to its 3-year average PE ratio of 60.3x.
    • Analysts are expecting annual earnings growth of 35.0%, which is higher than its past year's earnings decline of 1.4% per year.
  • Investors are most pessimistic about the Metals and Mining industry, which is trading close to its 3-year average of 27.1x.
Forecasted Growth
  • Analysts are most optimistic on the Packaging industry, expecting annual earnings growth of 40% over the next 5 years.
  • This is better than its past earnings decline of 7.3% per year.
  • In contrast, the Paper and Forestry Products industry is expected to see its earnings grow by 25% 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
603993 CMOC GroupCN¥17.522.2%
+CN¥7.9b
182.1%PE18.4x
600010 Inner Mongolia Baotou Steel UnionCN¥2.666.0%
+CN¥6.8b
55.6%PE118.8x
600176 China JushiCN¥25.956.7%
+CN¥6.5b
113.4%PE31.3x
600309 Wanhua Chemical GroupCN¥82.382.2%
+CN¥5.5b
39.2%PE20.6x
688146 Peric Special GasesCN¥51.2220.3%
+CN¥4.6b
92.5%PE86.5x

Latest News