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Chinese (SSE) Real Estate Sector Analysis
UpdatedFeb 17, 2026
DataAggregated Company Financials
Companies117
- 7D-1.4%
- 3M-1.7%
- 1Y7.6%
- YTD3.2%
Over the last 7 days, the Real Estate industry has dropped 1.4%, driven by a pullback from China Merchants Shekou Industrial Zone Holdings of 3.5%. In contrast, ChengDu Hi-Tech Development has gained 12%. In the past year, the industry has gained 7.6%. As for the next few years, earnings are expected to grow by 43% per annum.
Sector Valuation and Performance
Has the Chinese Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 17 Feb 2026 | CN¥1.3t | CN¥1.8t | -CN¥143,821,515,609.03 | 53.8x | -9.2x | 0.7x |
| Thu, 15 Jan 2026 | CN¥1.3t | CN¥1.8t | -CN¥143,846,561,740.55 | 52.6x | -9x | 0.7x |
| Sat, 13 Dec 2025 | CN¥1.3t | CN¥1.8t | -CN¥143,858,366,728.21 | 47.7x | -8.7x | 0.7x |
| Mon, 10 Nov 2025 | CN¥1.3t | CN¥1.8t | -CN¥144,656,939,980.39 | 51.8x | -9.2x | 0.7x |
| Wed, 08 Oct 2025 | CN¥1.4t | CN¥1.9t | -CN¥145,061,910,079.47 | 63.7x | -9.6x | 0.7x |
| Fri, 05 Sep 2025 | CN¥1.3t | CN¥1.9t | -CN¥140,588,082,335.08 | 42.8x | -9.1x | 0.7x |
| Sun, 03 Aug 2025 | CN¥1.2t | CN¥1.9t | -CN¥95,455,692,301.11 | 54.3x | -12.9x | 0.6x |
| Tue, 01 Jul 2025 | CN¥1.2t | CN¥1.9t | -CN¥131,552,172,210.21 | 51.5x | -9x | 0.6x |
| Thu, 29 May 2025 | CN¥1.2t | CN¥1.9t | -CN¥131,409,510,169.36 | 47.5x | -8.9x | 0.6x |
| Sat, 26 Apr 2025 | CN¥1.3t | CN¥2.1t | -CN¥101,583,938,005.89 | 59.5x | -12.4x | 0.6x |
| Mon, 24 Mar 2025 | CN¥1.3t | CN¥2.2t | -CN¥57,502,523,033.68 | 43.4x | -22.6x | 0.6x |
| Wed, 19 Feb 2025 | CN¥1.3t | CN¥2.2t | -CN¥57,995,914,604.76 | 45x | -22.3x | 0.6x |
| Fri, 17 Jan 2025 | CN¥1.3t | CN¥2.2t | -CN¥57,995,920,918.55 | 43.2x | -22.2x | 0.6x |
| Sun, 15 Dec 2024 | CN¥1.5t | CN¥2.2t | -CN¥57,995,914,196.58 | 48.1x | -25.7x | 0.7x |
| Tue, 12 Nov 2024 | CN¥1.6t | CN¥2.2t | -CN¥57,615,356,343.62 | 43.8x | -26.9x | 0.7x |
| Thu, 10 Oct 2024 | CN¥1.3t | CN¥2.3t | -CN¥42,969,519,627.76 | 44.5x | -31.4x | 0.6x |
| Sat, 07 Sep 2024 | CN¥1.1t | CN¥2.3t | -CN¥42,040,313,577.81 | 34x | -25x | 0.5x |
| Mon, 05 Aug 2024 | CN¥1.1t | CN¥2.5t | -CN¥8,095,246,350.89 | 27.9x | -136.1x | 0.4x |
| Wed, 03 Jul 2024 | CN¥1.1t | CN¥2.6t | -CN¥13,834,047,940.23 | 32.2x | -82.5x | 0.4x |
| Fri, 31 May 2024 | CN¥1.3t | CN¥2.6t | -CN¥23,041,375,583.87 | 35.9x | -55.2x | 0.5x |
| Sun, 28 Apr 2024 | CN¥1.2t | CN¥2.6t | -CN¥8,098,503,435.17 | 24.9x | -145.5x | 0.5x |
| Tue, 26 Mar 2024 | CN¥1.3t | CN¥2.7t | -CN¥11,631,985,593.54 | 21x | -110.2x | 0.5x |
| Thu, 22 Feb 2024 | CN¥1.3t | CN¥2.7t | -CN¥13,493,458,046.92 | 19.3x | -94.4x | 0.5x |
| Sat, 20 Jan 2024 | CN¥1.3t | CN¥2.7t | -CN¥25,662,630,905.00 | 19.8x | -49.2x | 0.5x |
| Mon, 18 Dec 2023 | CN¥1.4t | CN¥2.7t | -CN¥27,297,066,088.00 | 21.5x | -51.6x | 0.5x |
| Wed, 15 Nov 2023 | CN¥1.5t | CN¥2.7t | -CN¥27,254,876,724.00 | 20.9x | -54.1x | 0.6x |
| Fri, 13 Oct 2023 | CN¥1.5t | CN¥2.7t | -CN¥15,101,254,425.00 | 20.5x | -98.3x | 0.5x |
| Sun, 10 Sep 2023 | CN¥1.6t | CN¥2.7t | -CN¥12,940,760,422.00 | 21.4x | -126.3x | 0.6x |
| Tue, 08 Aug 2023 | CN¥1.7t | CN¥2.7t | -CN¥11,951,379,933.00 | 24.9x | -143.6x | 0.6x |
| Thu, 06 Jul 2023 | CN¥1.5t | CN¥2.6t | -CN¥1,170,207,004.00 | 22x | -1301.1x | 0.6x |
| Sat, 03 Jun 2023 | CN¥1.6t | CN¥2.6t | -CN¥4,850,055.00 | 21.7x | -321869.8x | 0.6x |
| Mon, 01 May 2023 | CN¥1.6t | CN¥2.6t | -CN¥8,714,048,928.00 | 21.6x | -181.7x | 0.6x |
| Wed, 29 Mar 2023 | CN¥1.6t | CN¥2.6t | CN¥19.3b | 25.9x | 83.6x | 0.6x |
| Fri, 24 Feb 2023 | CN¥1.7t | CN¥2.6t | CN¥23.7b | 24x | 73.1x | 0.7x |
Price to Earnings Ratio
73.1x
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 | -0.83% | |
| Real Estate | -1.43% | |
| Specialized REITs | 0.53% | |
| Industrial REITs | 0.31% | |
| REITS | 0% | 0 |
| Residential REITs | 0% | 0 |
| Real Estate | -1.46% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 000628 ChengDu Hi-Tech Development | CN¥56.10 | 11.0% +CN¥2.0b | -2.2% | PE546.1x | |
| 000029 Shenzhen Special Economic Zone Real Estate & Properties (Group) | CN¥23.18 | 6.8% +CN¥1.5b | 48.9% | PS21.4x | |
| 002208 Hefei Urban Construction Development | CN¥15.56 | 10.9% +CN¥1.2b | 94.0% | PS1.5x | |
| 600641 Shanghai Vital Deeptech | CN¥18.95 | 6.8% +CN¥1.1b | 27.3% | PE109.4x | |
| 000002 China Vanke | CN¥4.97 | 1.8% +CN¥1.1b | -33.9% | PS0.2x |