Header cover image

Chinese (SSE) Real Estate Sector Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies116
  • 7D2.3%
  • 3M7.9%
  • 1Y2.3%
  • YTD11.2%

In the last week, the Real Estate industry is up 2.3%, with Shanghai Lingang HoldingsLtd up 14%. In the same time, Shenzhen Special Economic Zone Real Estate & Properties (Group) was down 10.0%. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 42% per annum.

Sector Valuation and Performance

Has the Chinese Real Estate Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 17 Nov 2025CN¥1.4tCN¥1.8t-CN¥143,852,531,179.7252.2x-9.6x0.8x
Wed, 15 Oct 2025CN¥1.4tCN¥1.9t-CN¥145,061,928,745.8761.9x-9.5x0.7x
Fri, 12 Sep 2025CN¥1.3tCN¥1.9t-CN¥143,046,780,445.2849.5x-9.4x0.7x
Sun, 10 Aug 2025CN¥1.3tCN¥2.0t-CN¥95,577,796,292.7754.3x-13.2x0.6x
Tue, 08 Jul 2025CN¥1.2tCN¥1.9t-CN¥131,552,173,433.4353x-9.1x0.6x
Thu, 05 Jun 2025CN¥1.2tCN¥1.9t-CN¥131,409,509,704.8650.1x-9x0.6x
Sat, 03 May 2025CN¥1.2tCN¥2.0t-CN¥114,757,927,920.6451.9x-10.4x0.6x
Mon, 31 Mar 2025CN¥1.3tCN¥2.2t-CN¥65,876,166,761.2247.3x-19.5x0.6x
Wed, 26 Feb 2025CN¥1.3tCN¥2.2t-CN¥57,995,912,752.9144.8x-22.5x0.6x
Fri, 24 Jan 2025CN¥1.3tCN¥2.2t-CN¥57,995,915,683.3943.7x-22.1x0.6x
Sun, 22 Dec 2024CN¥1.4tCN¥2.2t-CN¥57,995,916,699.6547.2x-24.6x0.7x
Tue, 19 Nov 2024CN¥1.4tCN¥2.2t-CN¥57,995,908,843.2145.4x-24.9x0.7x
Thu, 17 Oct 2024CN¥1.4tCN¥2.3t-CN¥42,969,525,488.7546.5x-33x0.6x
Sat, 14 Sep 2024CN¥1.0tCN¥2.3t-CN¥42,346,619,759.1634.6x-24.7x0.5x
Mon, 12 Aug 2024CN¥1.1tCN¥2.5t-CN¥4,441,444,496.9029x-254.7x0.5x
Wed, 10 Jul 2024CN¥1.1tCN¥2.6t-CN¥13,832,250,204.0330.7x-78.7x0.4x
Fri, 07 Jun 2024CN¥1.2tCN¥2.6t-CN¥23,041,377,290.6132.9x-53x0.5x
Sun, 05 May 2024CN¥1.2tCN¥2.6t-CN¥34,111,677,852.5330.3x-35.5x0.5x
Tue, 02 Apr 2024CN¥1.3tCN¥2.6t-CN¥9,034,918,612.2623.1x-140.9x0.5x
Thu, 29 Feb 2024CN¥1.3tCN¥2.7t-CN¥13,493,459,487.4819.6x-94.3x0.5x
Sat, 27 Jan 2024CN¥1.4tCN¥2.7t-CN¥32,146,890,670.0021.8x-42.5x0.5x
Mon, 25 Dec 2023CN¥1.4tCN¥2.7t-CN¥27,296,207,435.0020.5x-49.5x0.5x
Wed, 22 Nov 2023CN¥1.5tCN¥2.7t-CN¥27,274,519,477.0021.4x-54.3x0.6x
Fri, 20 Oct 2023CN¥1.4tCN¥2.7t-CN¥15,098,494,348.0019.2x-93.6x0.5x
Sun, 17 Sep 2023CN¥1.6tCN¥2.7t-CN¥13,400,854,125.0020.9x-120.4x0.6x
Tue, 15 Aug 2023CN¥1.7tCN¥2.7t-CN¥11,942,435,736.0024.1x-140x0.6x
Thu, 13 Jul 2023CN¥1.5tCN¥2.7t-CN¥156,215,822.0021.3x-9596.4x0.6x
Sat, 10 Jun 2023CN¥1.6tCN¥2.6t-CN¥1,191,243,107.0022.6x-1330x0.6x
Mon, 08 May 2023CN¥1.7tCN¥2.6tCN¥4.1b22.1x407.3x0.6x
Wed, 05 Apr 2023CN¥1.6tCN¥2.6tCN¥19.5b25.2x83.1x0.6x
Fri, 03 Mar 2023CN¥1.7tCN¥2.6tCN¥23.8b24x72.5x0.7x
Sun, 29 Jan 2023CN¥1.7tCN¥2.6tCN¥23.7b22.4x73.4x0.7x
Tue, 27 Dec 2022CN¥1.7tCN¥2.6tCN¥33.0b22.7x52.1x0.7x
Thu, 24 Nov 2022CN¥1.6tCN¥2.6tCN¥33.1b22.7x49.5x0.6x
Price to Earnings Ratio

49.5x


Total Market Cap: CN¥1.6tTotal Earnings: CN¥33.1bTotal Revenue: CN¥2.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Real Estate Sector Price to Earnings3Y Average -3051.3x202320242025
Current Industry PE
  • Investors are optimistic on the Chinese Real Estate industry, and appear confident in long term growth rates.
  • The industry is trading close to its 3-year average PS ratio of 0.59x.
Past Earnings Growth
  • Total earnings for the Real Estate industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 11% per year, which is driving profits down.

Industry Trends

Which industries have driven the changes within the Chinese Real Estate sector?

CN Market-0.51%
Real Estate2.28%
Real Estate2.30%
Industrial REITs0.87%
Specialized REITs0.25%
REITS0%0
Residential REITs0%0
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Industrial REITs industry, expecting annual earnings growth of 98% over the next 5 years.
    • This is better than its past earnings decline of 54% per year.
    • In contrast, the Real Estate industry is expected to see its earnings grow by 42% 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
    600848 Shanghai Lingang HoldingsLtdCN¥13.3311.4%
    +CN¥3.4b
    21.8%PE21.4x
    600340 China Fortune Land DevelopmentCN¥3.0135.0%
    +CN¥3.0b
    15.8%PS0.9x
    600376 Beijing Capital DevelopmentCN¥6.6116.4%
    +CN¥2.4b
    122.6%PS0.5x
    600246 Vantone Neo Development GroupCN¥12.429.8%
    +CN¥2.1b
    7.2%PS48.9x
    000620 Winnovation Culturaltainment DevelopmentCN¥3.8310.1%
    +CN¥2.1b
    85.0%PS11.5x

    Latest News