Header cover image

Chinese (SSE) Materials Sector Analysis

UpdatedApr 14, 2026
DataAggregated Company Financials
Companies820
  • 7D6.5%
  • 3M3.8%
  • 1Y67.5%
  • YTD9.3%

In the last week, the Materials industry is up 6.5%, with Zijin Mining Group up 7.4%. In the last 12 months, the industry was up 68%. 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, 14 Apr 2026CN¥15.1tCN¥9.3tCN¥376.5b45.2x40x1.6x
Thu, 12 Mar 2026CN¥15.5tCN¥9.1tCN¥333.5b48.7x46.5x1.7x
Sat, 07 Feb 2026CN¥14.5tCN¥9.0tCN¥331.8b46.3x43.8x1.6x
Mon, 05 Jan 2026CN¥13.1tCN¥9.0tCN¥330.8b41.9x39.6x1.5x
Wed, 03 Dec 2025CN¥12.2tCN¥9.0tCN¥329.9b40.9x36.9x1.3x
Fri, 31 Oct 2025CN¥12.2tCN¥9.0tCN¥328.5b40.7x37x1.3x
Sun, 28 Sep 2025CN¥10.4tCN¥8.4tCN¥238.8b39.9x43.5x1.2x
Tue, 26 Aug 2025CN¥10.2tCN¥8.3tCN¥227.6b41.4x44.7x1.2x
Thu, 24 Jul 2025CN¥9.2tCN¥8.3tCN¥226.9b38.5x40.7x1.1x
Sat, 21 Jun 2025CN¥8.2tCN¥8.3tCN¥226.0b35x36.1x1x
Mon, 19 May 2025CN¥8.2tCN¥8.3tCN¥225.5b34.5x36.5x1x
Wed, 16 Apr 2025CN¥7.9tCN¥8.2tCN¥210.8b33.6x37.6x1x
Fri, 14 Mar 2025CN¥8.4tCN¥8.2tCN¥226.5b34.2x37.2x1x
Sun, 09 Feb 2025CN¥8.0tCN¥8.2tCN¥226.9b32.3x35.3x1x
Tue, 07 Jan 2025CN¥7.6tCN¥8.2tCN¥226.9b30.1x33.5x0.9x
Thu, 05 Dec 2024CN¥8.2tCN¥8.2tCN¥226.6b33.8x36.3x1x
Sat, 02 Nov 2024CN¥8.2tCN¥8.3tCN¥236.5b31.1x34.5x1x
Mon, 30 Sep 2024CN¥7.5tCN¥8.4tCN¥265.3b27.9x28.2x0.9x
Wed, 28 Aug 2024CN¥6.6tCN¥8.4tCN¥281.7b24.9x23.4x0.8x
Fri, 26 Jul 2024CN¥6.8tCN¥8.4tCN¥277.3b25.9x24.5x0.8x
Sun, 23 Jun 2024CN¥7.4tCN¥8.4tCN¥275.7b28.2x26.9x0.9x
Tue, 21 May 2024CN¥8.3tCN¥8.4tCN¥270.4b32x30.8x1x
Thu, 18 Apr 2024CN¥7.9tCN¥8.4tCN¥301.9b27.5x26.3x0.9x
Sat, 16 Mar 2024CN¥7.8tCN¥8.4tCN¥312.4b29.6x25x0.9x
Mon, 12 Feb 2024CN¥7.1tCN¥8.4tCN¥308.9b24.7x22.9x0.8x
Wed, 10 Jan 2024CN¥7.8tCN¥8.4tCN¥302.9b32.6x25.8x0.9x
Fri, 08 Dec 2023CN¥8.0tCN¥8.3tCN¥300.5b33.9x26.8x1x
Sun, 05 Nov 2023CN¥8.3tCN¥8.3tCN¥300.2b33.7x27.5x1x
Tue, 03 Oct 2023CN¥8.4tCN¥8.3tCN¥312.8b32.9x27x1x
Thu, 31 Aug 2023CN¥8.6tCN¥8.4tCN¥339.8b32.7x25.2x1x
Sat, 29 Jul 2023CN¥9.0tCN¥8.5tCN¥398.6b30.2x22.6x1.1x
Mon, 26 Jun 2023CN¥8.5tCN¥8.4tCN¥398.4b29.2x21.3x1x
Wed, 24 May 2023CN¥8.9tCN¥8.5tCN¥402.2b29.8x22.1x1.1x
Fri, 21 Apr 2023CN¥9.5tCN¥8.5tCN¥500.9b28.4x18.9x1.1x
Price to Earnings Ratio

18.9x


Total Market Cap: CN¥9.5tTotal Earnings: CN¥500.9bTotal Revenue: CN¥8.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Materials Sector Price to Earnings3Y Average 32x202420252026
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 40.0x which is higher than its 3-year average PE of 32.0x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Materials industry have declined 9.1% 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 Market5.16%
Materials6.49%
Chemicals7.58%
Packaging6.84%
Basic Materials6.24%
Metals and Mining5.41%
Paper and Forestry Products2.97%
Industry PE
  • Investors are most optimistic about the Basic Materials industry which is trading above its 3-year average PE ratio of 60.6x.
    • Analysts are expecting annual earnings growth of 34.0%, which is higher than its past year's earnings growth of 4.8% per year.
  • Investors are most pessimistic about the Metals and Mining industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 27.2x.
Forecasted Growth
  • Analysts are most optimistic on the Packaging industry, expecting annual earnings growth of 39% 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 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
601899 Zijin Mining GroupCN¥34.807.4%
+CN¥63.1b
97.2%PE17.8x
603993 CMOC GroupCN¥19.5611.1%
+CN¥41.9b
187.6%PE20.6x
603256 Grace Fabric TechnologyLtdCN¥98.0042.0%
+CN¥26.2b
1,131.2%PE439x
600176 China JushiCN¥32.4723.3%
+CN¥24.4b
177.3%PE39.2x
300390 Canmax TechnologiesCN¥81.0542.2%
+CN¥20.0b
320.2%PE167.4x

Latest News