Is Poly Developments and Holdings Group (SHSE:600048) A Risky Investment?
Mar 28
Have your own idea? Try our Stock Screener
Chinese (SSE) Real Estate Industry Analysis
UpdatedApr 26, 2025
DataAggregated Company Financials
Companies115
- 7D-1.2%
- 3M0.05%
- 1Y11.6%
- YTD-3.1%
Last week, the Real Estate industry hasn't moved much but China Green Electricity Investment of Tianjin is up 6.3% in that time. As for the the longer term, the industry is up 17% over the past 12 months. Looking forward, earnings are forecast to grow by 32% annually.
Industry Valuation and Performance
Has the Chinese Real Estate Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 26 Apr 2025 | CN¥1.2t | CN¥2.1t | -CN¥101,294,156,919.89 | 58.4x | -12.2x | 0.6x |
| Mon, 24 Mar 2025 | CN¥1.3t | CN¥2.2t | -CN¥57,912,665,604.68 | 42.1x | -22x | 0.6x |
| Wed, 19 Feb 2025 | CN¥1.3t | CN¥2.2t | -CN¥58,435,820,202.76 | 44.7x | -21.7x | 0.6x |
| Fri, 17 Jan 2025 | CN¥1.3t | CN¥2.2t | -CN¥58,435,826,516.55 | 42.5x | -21.7x | 0.6x |
| Sun, 15 Dec 2024 | CN¥1.5t | CN¥2.2t | -CN¥58,435,819,794.58 | 49.5x | -25.1x | 0.7x |
| Tue, 12 Nov 2024 | CN¥1.5t | CN¥2.2t | -CN¥58,055,261,941.62 | 45.2x | -26.3x | 0.7x |
| Thu, 10 Oct 2024 | CN¥1.3t | CN¥2.3t | -CN¥43,409,425,225.76 | 44x | -30.6x | 0.6x |
| Sat, 07 Sep 2024 | CN¥1.0t | CN¥2.3t | -CN¥42,477,195,768.81 | 34x | -24.2x | 0.4x |
| Mon, 05 Aug 2024 | CN¥1.1t | CN¥2.5t | -CN¥8,506,423,811.89 | 27.3x | -126.7x | 0.4x |
| Wed, 03 Jul 2024 | CN¥1.1t | CN¥2.5t | -CN¥14,017,418,019.23 | 29.5x | -79.8x | 0.4x |
| Fri, 31 May 2024 | CN¥1.2t | CN¥2.6t | -CN¥23,224,745,662.87 | 34.7x | -53.7x | 0.5x |
| Sun, 28 Apr 2024 | CN¥1.2t | CN¥2.6t | -CN¥8,281,873,514.17 | 23.7x | -139.3x | 0.4x |
| Tue, 26 Mar 2024 | CN¥1.3t | CN¥2.6t | -CN¥11,817,285,766.54 | 20.1x | -106.6x | 0.5x |
| Thu, 22 Feb 2024 | CN¥1.3t | CN¥2.7t | -CN¥13,678,758,219.92 | 17.8x | -91.6x | 0.5x |
| Sat, 20 Jan 2024 | CN¥1.2t | CN¥2.7t | -CN¥25,847,931,078.00 | 19.3x | -48.1x | 0.5x |
| Mon, 18 Dec 2023 | CN¥1.4t | CN¥2.7t | -CN¥27,460,907,677.00 | 20.9x | -49.8x | 0.5x |
| Wed, 15 Nov 2023 | CN¥1.4t | CN¥2.7t | -CN¥27,418,718,313.00 | 20.4x | -52.2x | 0.5x |
| Fri, 13 Oct 2023 | CN¥1.4t | CN¥2.7t | -CN¥15,274,898,081.00 | 19.5x | -94.4x | 0.5x |
| Sun, 10 Sep 2023 | CN¥1.6t | CN¥2.7t | -CN¥12,938,534,623.00 | 20.9x | -123.1x | 0.6x |
| Tue, 08 Aug 2023 | CN¥1.7t | CN¥2.7t | -CN¥11,949,154,134.00 | 23.9x | -140.1x | 0.6x |
| Thu, 06 Jul 2023 | CN¥1.5t | CN¥2.6t | -CN¥1,167,981,205.00 | 21.6x | -1270.3x | 0.6x |
| Sat, 03 Jun 2023 | CN¥1.5t | CN¥2.6t | CN¥1.5m | 21.6x | 1016672.1x | 0.6x |
| Mon, 01 May 2023 | CN¥1.6t | CN¥2.6t | -CN¥8,718,918,315.00 | 21.6x | -179.4x | 0.6x |
| Wed, 29 Mar 2023 | CN¥1.6t | CN¥2.6t | CN¥19.3b | 25.6x | 82.6x | 0.6x |
| Fri, 24 Feb 2023 | CN¥1.7t | CN¥2.6t | CN¥23.7b | 23.8x | 71x | 0.6x |
| Sun, 22 Jan 2023 | CN¥1.7t | CN¥2.6t | CN¥24.4b | 22.3x | 69.2x | 0.7x |
| Tue, 20 Dec 2022 | CN¥1.7t | CN¥2.6t | CN¥33.1b | 24.4x | 52.7x | 0.7x |
| Thu, 17 Nov 2022 | CN¥1.6t | CN¥2.6t | CN¥33.1b | 22.9x | 49.2x | 0.6x |
| Sat, 15 Oct 2022 | CN¥1.6t | CN¥2.7t | CN¥64.1b | 20.3x | 24.7x | 0.6x |
| Mon, 12 Sep 2022 | CN¥1.8t | CN¥2.6t | CN¥54.5b | 23.2x | 32.2x | 0.7x |
| Wed, 10 Aug 2022 | CN¥1.6t | CN¥2.8t | CN¥37.0b | 20.2x | 43.2x | 0.6x |
| Fri, 08 Jul 2022 | CN¥1.7t | CN¥2.8t | CN¥40.1b | 19.4x | 41.5x | 0.6x |
| Sun, 05 Jun 2022 | CN¥1.6t | CN¥2.8t | CN¥40.3b | 19.7x | 40.9x | 0.6x |
| Tue, 03 May 2022 | CN¥1.8t | CN¥2.9t | CN¥54.6b | 17.2x | 32.8x | 0.6x |
Price to Earnings Ratio
32.8x
Current Industry PE
- Investors are relatively neutral on the Chinese Real Estate industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PS ratio of 0.56x.
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 9.8% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Chinese Real Estate industry?
| CN Market | 1.13% | |
| Real Estate | -1.14% | |
| Real Estate | -1.16% | |
| Real Estate Services | 4.00% | |
| Diversified Real Estate | 0.73% | |
| Real Estate Operating Companies | -1.60% | |
| Real Estate Development | -1.81% | |
Industry PE
- Investors are most optimistic about the Diversified Real Estate industry which is trading above its 3-year average PE ratio of 104x.
- Analysts are expecting annual earnings growth of 6.2%, which is higher than its past year's earnings decline of 35.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Real Estate Services industry, expecting annual earnings growth of 44% over the next 5 years.
- In contrast, the Real Estate Operating Companies industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| 000537 China Green Electricity Investment of Tianjin | CN¥8.89 | 6.3% +CN¥1.1b | -4.7% | PE18.2x | |
| 600895 Shanghai Zhangjiang Hi-Tech Park Development | CN¥26.08 | 2.6% +CN¥1.0b | 41.6% | PE41.1x | |
| 000965 Tianjin Tianbao Infrastructure | CN¥5.03 | 22.7% +CN¥1.0b | 86.3% | PE331.4x | |
| 600603 Guanghui LogisticsLtd | CN¥7.26 | 8.0% +CN¥882.6m | 3.4% | PE23.3x | |
| 600064 Nanjing Gaoke | CN¥7.47 | 6.0% +CN¥726.7m | 16.2% | PE6.8x |