Header cover image

Chinese (SSE) Real Estate Sector Analysis

UpdatedJan 16, 2026
DataAggregated Company Financials
Companies116
  • 7D-1.5%
  • 3M-3.9%
  • 1Y6.6%
  • YTD1.0%

In the last week, the Real Estate industry is down 1.5% with Poly Developments and Holdings Group down the most at 5.2%. On the other hand Greattown Holdings is actually up 8.8%. In the past year, the industry has gained 6.6%. Earnings are forecast to grow by 40% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 16 Jan 2026CN¥1.3tCN¥1.8t-CN¥143,846,557,380.3053.6x-9x0.7x
Sun, 14 Dec 2025CN¥1.3tCN¥1.8t-CN¥143,858,366,822.8047.7x-8.7x0.7x
Tue, 11 Nov 2025CN¥1.4tCN¥1.8t-CN¥143,710,320,357.9053.2x-9.5x0.7x
Thu, 09 Oct 2025CN¥1.4tCN¥1.9t-CN¥145,061,912,291.8963.7x-9.6x0.7x
Sat, 06 Sep 2025CN¥1.3tCN¥1.9t-CN¥140,556,827,844.7942.2x-9.2x0.7x
Mon, 04 Aug 2025CN¥1.2tCN¥1.9t-CN¥95,577,800,028.1154.3x-12.9x0.6x
Wed, 02 Jul 2025CN¥1.2tCN¥1.9t-CN¥131,552,172,210.2151.5x-9x0.6x
Fri, 30 May 2025CN¥1.2tCN¥1.9t-CN¥131,409,509,568.1648.7x-8.9x0.6x
Sun, 27 Apr 2025CN¥1.3tCN¥2.1t-CN¥101,212,231,349.5959.5x-12.4x0.6x
Tue, 25 Mar 2025CN¥1.3tCN¥2.2t-CN¥57,502,523,444.7742.2x-22.3x0.6x
Thu, 20 Feb 2025CN¥1.3tCN¥2.2t-CN¥57,995,914,604.7645x-22.3x0.6x
Sat, 18 Jan 2025CN¥1.3tCN¥2.2t-CN¥57,995,920,599.1143.2x-22.3x0.6x
Mon, 16 Dec 2024CN¥1.5tCN¥2.2t-CN¥57,995,914,196.5848.1x-25.7x0.7x
Wed, 13 Nov 2024CN¥1.5tCN¥2.2t-CN¥57,556,189,724.5544x-26.7x0.7x
Fri, 11 Oct 2024CN¥1.3tCN¥2.3t-CN¥42,969,520,607.7745.2x-31x0.6x
Sun, 08 Sep 2024CN¥1.1tCN¥2.3t-CN¥42,040,313,577.8134x-25x0.5x
Tue, 06 Aug 2024CN¥1.1tCN¥2.5t-CN¥8,095,241,341.4727.8x-134.8x0.4x
Thu, 04 Jul 2024CN¥1.2tCN¥2.6t-CN¥13,834,048,254.1331.7x-83.4x0.5x
Sat, 01 Jun 2024CN¥1.3tCN¥2.6t-CN¥23,041,376,772.4335.5x-55.2x0.5x
Mon, 29 Apr 2024CN¥1.2tCN¥2.6t-CN¥9,551,295,450.1725.8x-123.4x0.5x
Wed, 27 Mar 2024CN¥1.3tCN¥2.7t-CN¥12,147,618,264.8522.9x-106.8x0.5x
Fri, 23 Feb 2024CN¥1.3tCN¥2.7t-CN¥13,493,458,097.2319.6x-94.8x0.5x
Sun, 21 Jan 2024CN¥1.3tCN¥2.7t-CN¥32,146,894,204.0019.8x-39.3x0.5x
Tue, 19 Dec 2023CN¥1.4tCN¥2.7t-CN¥27,293,386,579.0021.5x-50.9x0.5x
Thu, 16 Nov 2023CN¥1.5tCN¥2.7t-CN¥27,261,342,668.0020.7x-53.9x0.5x
Sat, 14 Oct 2023CN¥1.5tCN¥2.7t-CN¥15,100,546,562.0020.1x-97.5x0.5x
Mon, 11 Sep 2023CN¥1.6tCN¥2.7t-CN¥12,791,908,834.0022x-127.7x0.6x
Wed, 09 Aug 2023CN¥1.7tCN¥2.7t-CN¥11,947,659,717.0024.8x-141.6x0.6x
Fri, 07 Jul 2023CN¥1.5tCN¥2.6t-CN¥1,168,811,170.0022.4x-1309.6x0.6x
Sun, 04 Jun 2023CN¥1.6tCN¥2.6t-CN¥950,050.0021.7x-1643418.1x0.6x
Tue, 02 May 2023CN¥1.6tCN¥2.6t-CN¥8,984,734,389.0021.6x-176.2x0.6x
Thu, 30 Mar 2023CN¥1.6tCN¥2.6tCN¥19.2b25.9x83.8x0.6x
Sat, 25 Feb 2023CN¥1.7tCN¥2.6tCN¥23.7b24.1x72.4x0.7x
Mon, 23 Jan 2023CN¥1.7tCN¥2.6tCN¥24.4b22.4x71.3x0.7x
Price to Earnings Ratio

71.3x


Total Market Cap: CN¥1.7tTotal Earnings: CN¥24.4bTotal Revenue: CN¥2.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Real Estate Sector Price to Earnings3Y Average -3054.9x202420252026
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 Market1.66%
Real Estate-1.54%
REITS0%0
Residential REITs0%0
Specialized REITs-0.15%
Industrial REITs-0.38%
Real Estate-1.56%
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 39% 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
    600094 Greattown HoldingsCN¥4.978.8%
    +CN¥914.0m
    56.8%PS4.9x
    600773 Tibet Urban Development and InvestmentLTDCN¥14.055.0%
    +CN¥637.6m
    32.8%PE272.2x
    002077 Jiangsu DagangCN¥16.676.7%
    +CN¥603.6m
    12.9%PE217.8x
    000620 Winnovation Culturaltainment DevelopmentCN¥3.362.8%
    +CN¥528.5m
    82.6%PS10.1x
    600708 Bright Real Estate GroupLimitedCN¥3.784.7%
    +CN¥378.9m
    -6.0%PS1.5x

    Latest News