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Chinese (SSE) Real Estate Sector Analysis
UpdatedApr 03, 2026
DataAggregated Company Financials
Companies117
- 7D-2.0%
- 3M-7.5%
- 1Y-2.7%
- YTD-8.6%
Over the last 7 days, the Real Estate industry has dropped 2.0%, driven by a pullback from China Merchants Shekou Industrial Zone Holdings of 8.2%. As for the longer term, the industry's performance has been flat for the past year. Earnings are forecast to grow by 44% 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 |
|---|---|---|---|---|---|---|
| Fri, 03 Apr 2026 | CN¥1.2t | CN¥1.8t | -CN¥149,506,078,168.27 | 46.5x | -7.9x | 0.7x |
| Sun, 01 Mar 2026 | CN¥1.3t | CN¥1.8t | -CN¥143,821,465,130.66 | 54.9x | -9.3x | 0.7x |
| Tue, 27 Jan 2026 | CN¥1.3t | CN¥1.8t | -CN¥143,846,543,876.34 | 52x | -9.2x | 0.7x |
| Thu, 25 Dec 2025 | CN¥1.3t | CN¥1.8t | -CN¥143,858,329,056.47 | 48.8x | -8.8x | 0.7x |
| Sat, 22 Nov 2025 | CN¥1.3t | CN¥1.8t | -CN¥143,858,419,005.78 | 47.3x | -9.1x | 0.7x |
| Mon, 20 Oct 2025 | CN¥1.4t | CN¥1.9t | -CN¥145,061,916,160.02 | 59.7x | -9.3x | 0.7x |
| Wed, 17 Sep 2025 | CN¥1.4t | CN¥1.9t | -CN¥142,993,567,980.84 | 51.6x | -9.7x | 0.7x |
| Fri, 15 Aug 2025 | CN¥1.3t | CN¥1.9t | -CN¥131,538,374,076.34 | 55x | -9.7x | 0.7x |
| Sun, 13 Jul 2025 | CN¥1.3t | CN¥1.9t | -CN¥131,552,172,801.58 | 58.4x | -9.5x | 0.6x |
| Tue, 10 Jun 2025 | CN¥1.2t | CN¥1.9t | -CN¥131,428,616,591.48 | 49.2x | -9x | 0.6x |
| Thu, 08 May 2025 | CN¥1.2t | CN¥2.0t | -CN¥114,464,563,930.62 | 48.5x | -10.6x | 0.6x |
| Sat, 05 Apr 2025 | CN¥1.3t | CN¥2.1t | -CN¥92,761,092,667.31 | 45.9x | -13.5x | 0.6x |
| Mon, 03 Mar 2025 | CN¥1.3t | CN¥2.2t | -CN¥58,522,847,722.42 | 43.7x | -22.5x | 0.6x |
| Wed, 29 Jan 2025 | CN¥1.3t | CN¥2.2t | -CN¥57,995,910,881.08 | 43.7x | -21.8x | 0.6x |
| Fri, 27 Dec 2024 | CN¥1.4t | CN¥2.2t | -CN¥57,995,916,974.23 | 47.8x | -23.6x | 0.6x |
| Sun, 24 Nov 2024 | CN¥1.4t | CN¥2.2t | -CN¥57,995,910,614.76 | 48.7x | -24.5x | 0.7x |
| Tue, 22 Oct 2024 | CN¥1.4t | CN¥2.3t | -CN¥43,390,315,068.97 | 45.4x | -31.4x | 0.6x |
| Thu, 19 Sep 2024 | CN¥1.1t | CN¥2.3t | -CN¥33,010,307,081.81 | 35.3x | -32.2x | 0.5x |
| Sat, 17 Aug 2024 | CN¥1.1t | CN¥2.5t | -CN¥4,521,096,277.25 | 28.1x | -241.5x | 0.4x |
| Mon, 15 Jul 2024 | CN¥1.1t | CN¥2.5t | -CN¥8,604,396,857.61 | 32.2x | -130.4x | 0.5x |
| Wed, 12 Jun 2024 | CN¥1.2t | CN¥2.6t | -CN¥23,041,378,743.89 | 33.2x | -54x | 0.5x |
| Fri, 10 May 2024 | CN¥1.2t | CN¥2.5t | -CN¥36,043,192,950.84 | 31x | -33.9x | 0.5x |
| Sun, 07 Apr 2024 | CN¥1.3t | CN¥2.6t | -CN¥9,453,348,728.01 | 23.2x | -132.7x | 0.5x |
| Tue, 05 Mar 2024 | CN¥1.3t | CN¥2.7t | -CN¥11,432,140,791.21 | 20x | -111.1x | 0.5x |
| Thu, 01 Feb 2024 | CN¥1.3t | CN¥2.7t | -CN¥32,140,714,025.00 | 20x | -38.9x | 0.5x |
| Sat, 30 Dec 2023 | CN¥1.4t | CN¥2.7t | -CN¥27,301,864,221.00 | 20.2x | -49.5x | 0.5x |
| Mon, 27 Nov 2023 | CN¥1.5t | CN¥2.7t | -CN¥27,173,397,552.00 | 21.9x | -55.4x | 0.6x |
| Wed, 25 Oct 2023 | CN¥1.4t | CN¥2.7t | -CN¥14,919,918,035.00 | 19.5x | -95.4x | 0.5x |
| Fri, 22 Sep 2023 | CN¥1.6t | CN¥2.7t | -CN¥13,394,796,855.00 | 20.6x | -118.3x | 0.6x |
| Sun, 20 Aug 2023 | CN¥1.7t | CN¥2.7t | -CN¥12,001,255,140.00 | 24.7x | -138.9x | 0.6x |
| Tue, 18 Jul 2023 | CN¥1.5t | CN¥2.7t | -CN¥112,839,178.00 | 21.5x | -13345.6x | 0.6x |
| Thu, 15 Jun 2023 | CN¥1.6t | CN¥2.6t | -CN¥1,185,659,166.00 | 22.4x | -1332.4x | 0.6x |
| Sat, 13 May 2023 | CN¥1.6t | CN¥2.6t | CN¥2.7b | 22.1x | 609.4x | 0.6x |
| Mon, 10 Apr 2023 | CN¥1.7t | CN¥2.6t | CN¥21.2b | 24.1x | 78.6x | 0.6x |
Price to Earnings Ratio
78.6x
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 12% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Chinese Real Estate sector?
| CN Market | -0.061% | |
| Real Estate | -1.99% | |
| REITS | 0% | 0 |
| Residential REITs | 0% | 0 |
| Specialized REITs | -0.049% | |
| Industrial REITs | -0.076% | |
| Real Estate | -2.02% | |
Industry PE
- Investors are most optimistic about the Specialized REITs industry which is trading above its 3-year average PE ratio of 12.2x.
- 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 Industrial REITs industry, expecting annual earnings growth of 141% over the next 5 years.
- This is better than its past earnings decline of 66% per year.
- In contrast, the Real Estate industry is expected to see its earnings grow by 43% 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 | |
|---|---|---|---|---|---|
| 600007 China World Trade Center | CN¥21.08 | 4.7% +CN¥946.8m | -8.4% | PE17.7x | |
| 600791 BEH-PropertyLtd | CN¥10.72 | 9.6% +CN¥425.7m | 158.9% | PS1.2x | |
| 600094 Greattown Holdings | CN¥4.23 | 3.2% +CN¥297.1m | 32.2% | PS4.2x | |
| 600663 Shanghai Lujiazui Finance & Trade Zone DevelopmentLtd | CN¥7.68 | 0.7% +CN¥251.8m | -14.5% | PE31.6x | |
| 000615 Jointown Aesthetics Valley | CN¥3.40 | 1.8% +CN¥107.2m | 1.1% | PS5.9x |