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Chinese (SSE) Real Estate Sector Analysis

UpdatedJul 03, 2026
DataAggregated Company Financials
Companies117
  • 7D0.3%
  • 3M-7.3%
  • 1Y-10.0%
  • YTD-17.4%

Over the last 7 days, the Real Estate industry has remained flat, although notably Shanghai Vital Deeptech gained 30%. As for the longer term, the industry has declined 9.3% in the last year. Looking forward, earnings are forecast to grow by 38% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 03 Jul 2026CN¥1.1tCN¥1.5t-CN¥172,547,554,239.7637.7x-6.2x0.7x
Sun, 31 May 2026CN¥1.2tCN¥1.5t-CN¥172,638,768,222.5443.5x-6.9x0.8x
Tue, 28 Apr 2026CN¥1.2tCN¥1.6t-CN¥195,855,617,115.3361.3x-6.1x0.7x
Thu, 26 Mar 2026CN¥1.2tCN¥1.8t-CN¥146,858,256,801.1052.3x-8.3x0.7x
Sat, 21 Feb 2026CN¥1.3tCN¥1.8t-CN¥143,821,511,858.8753.8x-9.2x0.7x
Mon, 19 Jan 2026CN¥1.3tCN¥1.8t-CN¥143,846,557,865.0552.6x-8.9x0.7x
Wed, 17 Dec 2025CN¥1.2tCN¥1.8t-CN¥143,858,354,882.6448.3x-8.6x0.7x
Fri, 14 Nov 2025CN¥1.4tCN¥1.8t-CN¥143,852,531,179.7252.2x-9.6x0.8x
Sun, 12 Oct 2025CN¥1.4tCN¥1.9t-CN¥145,061,922,872.3662.6x-9.6x0.7x
Tue, 09 Sep 2025CN¥1.3tCN¥1.9t-CN¥142,809,983,163.0348.9x-9.1x0.7x
Thu, 07 Aug 2025CN¥1.3tCN¥1.9t-CN¥95,577,796,456.9654x-13.1x0.6x
Sat, 05 Jul 2025CN¥1.2tCN¥1.9t-CN¥131,552,171,921.1452.2x-9x0.6x
Mon, 02 Jun 2025CN¥1.2tCN¥1.9t-CN¥131,409,511,219.6949.3x-8.9x0.6x
Wed, 30 Apr 2025CN¥1.2tCN¥2.1t-CN¥105,975,505,252.6257.8x-11.5x0.6x
Fri, 28 Mar 2025CN¥1.3tCN¥2.2t-CN¥61,050,645,715.1142.7x-21.1x0.6x
Sun, 23 Feb 2025CN¥1.3tCN¥2.2t-CN¥57,995,911,256.0945.2x-22.4x0.6x
Tue, 21 Jan 2025CN¥1.3tCN¥2.2t-CN¥57,995,918,927.1043.2x-22.4x0.6x
Thu, 19 Dec 2024CN¥1.4tCN¥2.2t-CN¥57,995,915,455.9046.4x-24.8x0.7x
Sat, 16 Nov 2024CN¥1.4tCN¥2.2t-CN¥57,995,908,465.1444.9x-24.7x0.7x
Mon, 14 Oct 2024CN¥1.3tCN¥2.3t-CN¥42,969,519,548.2744.5x-30.8x0.6x
Wed, 11 Sep 2024CN¥1.0tCN¥2.3t-CN¥42,295,536,674.4834.6x-24.6x0.5x
Fri, 09 Aug 2024CN¥1.1tCN¥2.5t-CN¥4,424,211,019.8928.7x-252.2x0.5x
Sun, 07 Jul 2024CN¥1.1tCN¥2.6t-CN¥13,832,249,685.7731.1x-80.5x0.4x
Tue, 04 Jun 2024CN¥1.3tCN¥2.6t-CN¥23,041,377,641.4734.3x-54.5x0.5x
Thu, 02 May 2024CN¥1.2tCN¥2.6t-CN¥34,789,520,793.9130.7x-35.1x0.5x
Sat, 30 Mar 2024CN¥1.3tCN¥2.6t-CN¥5,871,624,468.3222.7x-213.4x0.5x
Mon, 26 Feb 2024CN¥1.3tCN¥2.7t-CN¥13,493,458,951.8620x-95.9x0.5x
Wed, 24 Jan 2024CN¥1.2tCN¥2.7t-CN¥32,146,897,010.0018.7x-38.1x0.5x
Fri, 22 Dec 2023CN¥1.4tCN¥2.7t-CN¥27,294,116,897.0021x-50.1x0.5x
Sun, 19 Nov 2023CN¥1.5tCN¥2.7t-CN¥27,263,966,898.0020.6x-53.4x0.5x
Tue, 17 Oct 2023CN¥1.5tCN¥2.7t-CN¥15,110,480,891.0020.1x-97.6x0.5x
Thu, 14 Sep 2023CN¥1.6tCN¥2.7t-CN¥13,401,529,237.0021.1x-121.1x0.6x
Sat, 12 Aug 2023CN¥1.7tCN¥2.7t-CN¥11,946,284,911.0024.3x-141x0.6x
Mon, 10 Jul 2023CN¥1.5tCN¥2.7t-CN¥151,112,973.0022.3x-10130.7x0.6x
Price to Earnings Ratio

-10130.7x


Total Market Cap: CN¥1.5tTotal Earnings: -CN¥151,112,973.00Total Revenue: CN¥2.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Real Estate Sector Price to Earnings3Y Average -137.3x202420252026
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
  • The earnings for companies in the Real Estate industry have deteriorated over the last three years.
  • Revenues have also declined 17% per year.
  • This means overall sales from these companies are declining and losses are subsequently expanding as well.

Industry Trends

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

CN Market-2.96%
Real Estate0.26%
Industrial REITs2.76%
Real Estate0.23%
REITS0%0
Residential REITs0%0
Specialized REITs-0.42%
Industry PE
  • Investors are most optimistic about the Specialized REITs industry which is trading above its 3-year average PE ratio of 15.0x.
    • 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 38% 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?

CompanyLast Price7D1YValuation
600641 Shanghai Vital DeeptechCN¥47.5124.2%
+CN¥8.6b
254.3%PS20.1x
002208 Hefei Urban Construction DevelopmentCN¥19.2215.0%
+CN¥2.0b
188.2%PS1.4x
002244 Hangzhou Binjiang Real Estate GroupLtdCN¥8.017.2%
+CN¥1.7b
-14.6%PE12.8x
000656 Jinke Property GroupCN¥1.3013.0%
+CN¥1.6b
-12.2%PE0.4x
600376 Beijing Capital DevelopmentCN¥3.8119.1%
+CN¥1.6b
56.1%PS0.3x

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