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Chinese (SSE) Real Estate Sector Analysis
UpdatedMay 18, 2026
DataAggregated Company Financials
Companies117
- 7D-3.0%
- 3M-5.4%
- 1Y6.9%
- YTD-2.5%
Over the last 7 days, the Real Estate industry has dropped 3.0%, driven by China Merchants Shekou Industrial Zone Holdings declining 10%. Meanwhile, Hefei Urban Construction Development actually outperformed within the industry, gaining 54% in the last week. This takes the industry's 12 month performance to a gain of 6.9%. Looking forward, earnings are forecast to grow by 49% annually.
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, 19 May 2026 | CN¥1.3t | CN¥1.5t | -CN¥178,288,569,409.64 | 49.6x | -7.1x | 0.8x |
| Thu, 16 Apr 2026 | CN¥1.2t | CN¥1.7t | -CN¥190,670,103,928.95 | 52.8x | -6.3x | 0.7x |
| Sat, 14 Mar 2026 | CN¥1.3t | CN¥1.8t | -CN¥143,923,605,776.41 | 45x | -8.9x | 0.7x |
| Mon, 09 Feb 2026 | CN¥1.3t | CN¥1.8t | -CN¥143,784,397,763.16 | 53.7x | -9.3x | 0.7x |
| Wed, 07 Jan 2026 | CN¥1.3t | CN¥1.8t | -CN¥143,846,572,375.29 | 49.8x | -9x | 0.7x |
| Fri, 05 Dec 2025 | CN¥1.3t | CN¥1.8t | -CN¥143,858,382,676.83 | 48.1x | -8.9x | 0.7x |
| Sun, 02 Nov 2025 | CN¥1.4t | CN¥1.8t | -CN¥143,543,319,446.73 | 42.2x | -9.4x | 0.7x |
| Tue, 30 Sep 2025 | CN¥1.4t | CN¥1.9t | -CN¥144,837,669,738.14 | 60.9x | -9.5x | 0.7x |
| Thu, 28 Aug 2025 | CN¥1.3t | CN¥1.9t | -CN¥131,796,483,912.72 | 56.3x | -9.9x | 0.7x |
| Sat, 26 Jul 2025 | CN¥1.3t | CN¥1.9t | -CN¥95,591,593,274.87 | 54.8x | -13.3x | 0.7x |
| Mon, 23 Jun 2025 | CN¥1.1t | CN¥1.9t | -CN¥131,428,615,508.06 | 46.1x | -8.7x | 0.6x |
| Wed, 21 May 2025 | CN¥1.2t | CN¥1.9t | -CN¥122,887,296,557.37 | 44x | -9.7x | 0.6x |
| Fri, 18 Apr 2025 | CN¥1.3t | CN¥2.1t | -CN¥97,928,232,433.63 | 49.9x | -12.8x | 0.6x |
| Sun, 16 Mar 2025 | CN¥1.3t | CN¥2.2t | -CN¥57,821,404,048.20 | 45.4x | -22.7x | 0.6x |
| Tue, 11 Feb 2025 | CN¥1.3t | CN¥2.2t | -CN¥57,995,917,844.58 | 45.4x | -22.6x | 0.6x |
| Thu, 09 Jan 2025 | CN¥1.3t | CN¥2.2t | -CN¥57,995,920,918.55 | 42.8x | -22x | 0.6x |
| Sat, 07 Dec 2024 | CN¥1.5t | CN¥2.2t | -CN¥57,995,912,752.91 | 47.5x | -25.9x | 0.7x |
| Mon, 04 Nov 2024 | CN¥1.5t | CN¥2.2t | -CN¥57,354,885,613.05 | 41.2x | -25.7x | 0.7x |
| Wed, 02 Oct 2024 | CN¥1.4t | CN¥2.3t | -CN¥42,969,513,239.78 | 45.3x | -33.5x | 0.6x |
| Fri, 30 Aug 2024 | CN¥1.0t | CN¥2.5t | -CN¥11,479,017,408.38 | 31.4x | -90x | 0.4x |
| Sun, 28 Jul 2024 | CN¥1.1t | CN¥2.5t | -CN¥8,095,260,744.90 | 27.6x | -134.3x | 0.4x |
| Tue, 25 Jun 2024 | CN¥1.1t | CN¥2.6t | -CN¥13,834,046,037.45 | 31.6x | -81.1x | 0.4x |
| Thu, 23 May 2024 | CN¥1.4t | CN¥2.6t | -CN¥23,340,869,581.75 | 40.2x | -59.6x | 0.5x |
| Sat, 20 Apr 2024 | CN¥1.2t | CN¥2.6t | -CN¥9,180,641,575.81 | 21.7x | -126.1x | 0.4x |
| Mon, 18 Mar 2024 | CN¥1.3t | CN¥2.7t | -CN¥14,355,063,138.87 | 21.5x | -90.1x | 0.5x |
| Wed, 14 Feb 2024 | CN¥1.2t | CN¥2.7t | -CN¥13,493,458,248.14 | 18.1x | -91.3x | 0.5x |
| Fri, 12 Jan 2024 | CN¥1.3t | CN¥2.7t | -CN¥25,631,126,059.00 | 20.9x | -51.3x | 0.5x |
| Sun, 10 Dec 2023 | CN¥1.4t | CN¥2.7t | -CN¥27,173,843,971.00 | 20.7x | -51.4x | 0.5x |
| Tue, 07 Nov 2023 | CN¥1.5t | CN¥2.7t | -CN¥27,326,628,708.00 | 20.8x | -53.5x | 0.5x |
| Thu, 05 Oct 2023 | CN¥1.5t | CN¥2.7t | -CN¥15,102,762,106.00 | 20.8x | -100.5x | 0.6x |
| Sat, 02 Sep 2023 | CN¥1.6t | CN¥2.7t | -CN¥12,779,097,762.00 | 21.5x | -128.8x | 0.6x |
| Mon, 31 Jul 2023 | CN¥1.7t | CN¥2.6t | -CN¥657,564,988.00 | 24.5x | -2563.2x | 0.6x |
| Wed, 28 Jun 2023 | CN¥1.5t | CN¥2.6t | -CN¥1,176,191,115.00 | 22.6x | -1309.2x | 0.6x |
| Fri, 26 May 2023 | CN¥1.5t | CN¥2.6t | CN¥484.2m | 21x | 3127.5x | 0.6x |
Price to Earnings Ratio
3127.5x
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 0.60x.
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 17% 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 | -3.03% | |
| REITS | 0% | 0 |
| Residential REITs | 0% | 0 |
| Specialized REITs | -0.83% | |
| Real Estate | -3.04% | |
| Industrial REITs | -3.59% | |
Industry PE
- Investors are most optimistic about the Specialized REITs industry which is trading above its 3-year average PE ratio of 13.6x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 49% over the next 5 years.
- This is better than its past earnings decline of 6.7% per year.
- In contrast, the Industrial REITs industry is expected to see its earnings decline by 3.0% 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 | |
|---|---|---|---|---|---|
| 002208 Hefei Urban Construction Development | CN¥22.84 | 53.6% +CN¥6.4b | 241.9% | PS1.7x | |
| 000029 Shenzhen Special Economic Zone Real Estate & Properties (Group) | CN¥29.82 | 23.8% +CN¥5.8b | 72.1% | PE1277.9x | |
| 000006 Shenzhen Zhenye (Group)Ltd | CN¥10.69 | 12.5% +CN¥1.6b | 53.6% | PS9.5x | |
| 600641 Shanghai Vital Deeptech | CN¥31.04 | 5.5% +CN¥1.5b | 119.7% | PS13.1x | |
| 000620 Winnovation Culturaltainment Development | CN¥3.39 | 8.0% +CN¥1.5b | 94.8% | PS11.7x |