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Chinese (SSE) Real Estate Sector Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies116
  • 7D2.3%
  • 3M7.6%
  • 1Y2.3%
  • YTD11.2%

The Real Estate industry is up 2.3% in the last week, with Shanghai Lingang HoldingsLtd up 14%. Meanwhile, Shenzhen Special Economic Zone Real Estate & Properties (Group) actually underperformed within the industry, shrinking 10.0% in the last week. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 42% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 16 Nov 2025CN¥1.4tCN¥1.8t-CN¥143,852,531,179.7252.2x-9.6x0.8x
Tue, 14 Oct 2025CN¥1.4tCN¥1.9t-CN¥145,061,921,034.7362.2x-9.5x0.7x
Thu, 11 Sep 2025CN¥1.3tCN¥1.9t-CN¥142,901,101,941.2346.9x-9.3x0.7x
Sat, 09 Aug 2025CN¥1.3tCN¥1.9t-CN¥95,577,796,224.3454.3x-13.2x0.6x
Mon, 07 Jul 2025CN¥1.2tCN¥1.9t-CN¥131,552,172,251.4952.2x-9x0.6x
Wed, 04 Jun 2025CN¥1.2tCN¥1.9t-CN¥131,409,509,704.8649.8x-8.9x0.6x
Fri, 02 May 2025CN¥1.2tCN¥2.1t-CN¥111,069,794,810.6451.9x-11x0.6x
Sun, 30 Mar 2025CN¥1.3tCN¥2.2t-CN¥61,050,645,874.7242.5x-21x0.6x
Tue, 25 Feb 2025CN¥1.3tCN¥2.2t-CN¥57,995,911,147.2545.2x-22.7x0.6x
Thu, 23 Jan 2025CN¥1.3tCN¥2.2t-CN¥57,995,912,789.0643.5x-21.9x0.6x
Sat, 21 Dec 2024CN¥1.4tCN¥2.2t-CN¥57,995,917,021.9647.2x-24.6x0.7x
Mon, 18 Nov 2024CN¥1.4tCN¥2.2t-CN¥57,995,908,843.2144.9x-24.7x0.7x
Wed, 16 Oct 2024CN¥1.4tCN¥2.3t-CN¥42,969,525,746.9845.2x-31.5x0.6x
Fri, 13 Sep 2024CN¥1.0tCN¥2.3t-CN¥42,346,623,258.0134.6x-24.6x0.5x
Sun, 11 Aug 2024CN¥1.1tCN¥2.5t-CN¥4,441,444,496.9029x-254.7x0.5x
Tue, 09 Jul 2024CN¥1.1tCN¥2.6t-CN¥13,832,249,889.9930.7x-78.2x0.4x
Thu, 06 Jun 2024CN¥1.2tCN¥2.6t-CN¥23,041,377,717.5033.8x-53.9x0.5x
Sat, 04 May 2024CN¥1.2tCN¥2.5t-CN¥36,208,734,723.0131.9x-33.4x0.5x
Mon, 01 Apr 2024CN¥1.3tCN¥2.7t-CN¥14,376,981,778.6022.7x-87.5x0.5x
Wed, 28 Feb 2024CN¥1.3tCN¥2.7t-CN¥13,493,459,253.2021.4x-97.2x0.5x
Fri, 26 Jan 2024CN¥1.3tCN¥2.7t-CN¥32,146,896,706.0021x-41.5x0.5x
Sun, 24 Dec 2023CN¥1.4tCN¥2.7t-CN¥27,296,207,435.0020.5x-49.5x0.5x
Tue, 21 Nov 2023CN¥1.5tCN¥2.7t-CN¥27,269,236,369.0020.7x-53.4x0.5x
Thu, 19 Oct 2023CN¥1.4tCN¥2.7t-CN¥15,098,801,971.0019.4x-95x0.5x
Sat, 16 Sep 2023CN¥1.6tCN¥2.7t-CN¥13,400,723,123.0020.6x-120x0.6x
Mon, 14 Aug 2023CN¥1.7tCN¥2.7t-CN¥11,945,913,868.0024.3x-141.1x0.6x
Wed, 12 Jul 2023CN¥1.5tCN¥2.7t-CN¥155,069,160.0021.5x-9855.2x0.6x
Fri, 09 Jun 2023CN¥1.6tCN¥2.6t-CN¥1,134,650,144.0022.5x-1411.2x0.6x
Sun, 07 May 2023CN¥1.7tCN¥2.6tCN¥1.6b22.3x1040.4x0.6x
Tue, 04 Apr 2023CN¥1.6tCN¥2.6tCN¥19.5b25.8x83.8x0.6x
Thu, 02 Mar 2023CN¥1.7tCN¥2.6tCN¥23.8b24.2x73.1x0.7x
Sat, 28 Jan 2023CN¥1.7tCN¥2.6tCN¥23.7b22.4x73.4x0.7x
Mon, 26 Dec 2022CN¥1.7tCN¥2.6tCN¥33.0b22.9x52.1x0.7x
Wed, 23 Nov 2022CN¥1.6tCN¥2.6tCN¥33.1b22.9x49.6x0.6x
Price to Earnings Ratio

49.6x


Total Market Cap: CN¥1.6tTotal Earnings: CN¥33.1bTotal Revenue: CN¥2.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Real Estate Sector Price to Earnings3Y Average -3051.3x202320242025
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 Market-0.51%
Real Estate2.28%
Real Estate2.30%
Industrial REITs0.87%
Specialized REITs0.25%
REITS0%0
Residential REITs0%0
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 42% 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
    600848 Shanghai Lingang HoldingsLtdCN¥13.4514.4%
    +CN¥4.3b
    22.4%PE21.6x
    001979 China Merchants Shekou Industrial Zone HoldingsCN¥9.694.0%
    +CN¥3.1b
    -10.4%PE29.4x
    000069 Shenzhen Overseas Chinese TownLtdCN¥2.7915.3%
    +CN¥3.0b
    -1.8%PS0.5x
    600340 China Fortune Land DevelopmentCN¥2.7426.3%
    +CN¥2.2b
    10.0%PS0.8x
    601155 Seazen HoldingsCN¥14.686.1%
    +CN¥1.9b
    7.3%PE121.9x

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