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Chinese (SSE) Real Estate Sector Analysis

UpdatedJan 14, 2025
DataAggregated Company Financials
Companies125
  • 7D-1.1%
  • 3M-7.0%
  • 1Y-2.6%
  • YTD-4.8%

The Real Estate industry is down 2.8% over the last week with Shanghai Lujiazui Finance & Trade Zone DevelopmentLtd the worst performer, down 6.1%. The industry has fallen 3.0% in the last year. As for the next few years, earnings are expected to grow by 30% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Jan 2025CN¥1.3tCN¥2.2t-CN¥56,935,904,257.8643.9x-22.1x0.6x
Thu, 12 Dec 2024CN¥1.5tCN¥2.2t-CN¥57,995,913,318.9147.3x-26.1x0.7x
Sat, 09 Nov 2024CN¥1.6tCN¥2.2t-CN¥57,624,078,900.9543.8x-27.2x0.7x
Mon, 07 Oct 2024CN¥1.4tCN¥2.3t-CN¥42,969,517,989.7745.3x-33.6x0.6x
Wed, 04 Sep 2024CN¥1.1tCN¥2.4t-CN¥22,784,543,152.0134x-46.5x0.4x
Fri, 02 Aug 2024CN¥1.1tCN¥2.5t-CN¥8,095,260,349.8927.9x-136.8x0.4x
Sun, 30 Jun 2024CN¥1.1tCN¥2.6t-CN¥13,834,047,327.6331.6x-79.8x0.4x
Tue, 28 May 2024CN¥1.3tCN¥2.6t-CN¥23,411,780,864.8837.9x-56.7x0.5x
Thu, 25 Apr 2024CN¥1.1tCN¥2.6t-CN¥13,228,390,942.4721.4x-85.3x0.4x
Sat, 23 Mar 2024CN¥1.3tCN¥2.7t-CN¥11,822,354,529.0521.5x-107.8x0.5x
Mon, 19 Feb 2024CN¥1.2tCN¥2.7t-CN¥13,493,458,432.5218.1x-91.4x0.5x
Wed, 17 Jan 2024CN¥1.3tCN¥2.7t-CN¥25,609,673,218.0021.1x-50.7x0.5x
Fri, 15 Dec 2023CN¥1.4tCN¥2.7t-CN¥27,295,117,300.0021.3x-51.4x0.5x
Sun, 12 Nov 2023CN¥1.5tCN¥2.7t-CN¥27,266,238,852.0020.4x-53.2x0.5x
Tue, 10 Oct 2023CN¥1.5tCN¥2.7t-CN¥15,104,061,496.0020.4x-98.4x0.5x
Thu, 07 Sep 2023CN¥1.7tCN¥2.7t-CN¥12,859,234,687.0021.7x-128.6x0.6x
Sat, 05 Aug 2023CN¥1.8tCN¥2.7t-CN¥11,974,131,743.0026.5x-147.3x0.7x
Mon, 03 Jul 2023CN¥1.5tCN¥2.6t-CN¥1,170,412,974.0022.2x-1303.6x0.6x
Wed, 31 May 2023CN¥1.5tCN¥2.6tCN¥52.7m21.3x28997.2x0.6x
Fri, 28 Apr 2023CN¥1.6tCN¥2.6tCN¥10.5b24.5x148.5x0.6x
Sun, 26 Mar 2023CN¥1.6tCN¥2.6tCN¥19.1b26.3x85.3x0.6x
Tue, 21 Feb 2023CN¥1.7tCN¥2.6tCN¥23.7b23.7x72.8x0.7x
Thu, 19 Jan 2023CN¥1.7tCN¥2.6tCN¥24.4b21.9x70.6x0.7x
Sat, 17 Dec 2022CN¥1.8tCN¥2.6tCN¥33.0b24.2x54.6x0.7x
Mon, 14 Nov 2022CN¥1.7tCN¥2.6tCN¥33.1b23.2x50x0.6x
Wed, 12 Oct 2022CN¥1.6tCN¥2.7tCN¥64.1b19.5x25.4x0.6x
Fri, 09 Sep 2022CN¥1.8tCN¥2.6tCN¥54.6b23.8x32.2x0.7x
Sun, 07 Aug 2022CN¥1.6tCN¥2.8tCN¥37.7b20.1x43.7x0.6x
Tue, 05 Jul 2022CN¥1.8tCN¥2.8tCN¥40.1b20x44.3x0.6x
Thu, 02 Jun 2022CN¥1.7tCN¥3.0tCN¥52.9b21.8x32.6x0.6x
Sat, 30 Apr 2022CN¥1.9tCN¥3.1tCN¥110.1b15.5x16.8x0.6x
Mon, 28 Mar 2022CN¥1.9tCN¥3.1tCN¥156.4b15.3x11.9x0.6x
Wed, 23 Feb 2022CN¥1.9tCN¥3.1tCN¥162.0b13.8x11.6x0.6x
Fri, 21 Jan 2022CN¥1.9tCN¥3.1tCN¥171.0b13.7x11.2x0.6x
Price to Earnings Ratio

11.2x


Total Market Cap: CN¥1.9tTotal Earnings: CN¥171.0bTotal Revenue: CN¥3.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Real Estate Sector Price to Earnings3Y Average -3039.6x202320242025
Current Industry PE
  • Investors are relatively neutral on the Chinese Real Estate industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 0.58x.
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-0.87%
Real Estate-1.07%
Industrial REITs2.47%
REITS0%
Residential REITs0%
Hotel and Resort REITs0%
Health Care REITs0%
Retail REITs0%
Office REITs0%
Specialized REITs-0.50%
Real Estate-1.12%
Industry PE
  • Investors are most optimistic about the Industrial REITs industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 55.2%, which is higher than its past year's earnings growth of 8.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Industrial REITs industry, expecting annual earnings growth of 55% over the next 5 years.
  • This is better than its past earnings growth rate of 8.9% per year.
  • In contrast, the Real Estate industry is expected to see its earnings grow by 30% 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
001979 China Merchants Shekou Industrial Zone HoldingsCN¥10.223.7%
+CN¥3.3b
19.0%PE20.3x
600515 Hainan Airport InfrastructureCN¥3.684.8%
+CN¥1.9b
3.1%PE111.9x
600895 Shanghai Zhangjiang Hi-Tech Park DevelopmentCN¥25.994.3%
+CN¥1.7b
46.2%PE57.9x
600657 Cinda Real EstateCN¥4.5413.8%
+CN¥1.6b
30.5%PE80.9x
600708 Bright Real Estate GroupLimitedCN¥4.0820.0%
+CN¥1.5b
92.5%PS1.6x
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