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Chinese (SSE) Real Estate Industry Analysis

UpdatedApr 17, 2026
DataAggregated Company Financials
Companies107
  • 7D2.9%
  • 3M-5.9%
  • 1Y0.5%
  • YTD-5.7%

In the last week, the Real Estate industry is up 2.9%, with China Merchants Shekou Industrial Zone Holdings leading the way, up 6.6%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 46% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 18 Apr 2026CN¥1.2tCN¥1.7t-CN¥190,683,180,767.7754.8x-6.2x0.7x
Mon, 16 Mar 2026CN¥1.3tCN¥1.8t-CN¥144,112,488,997.3943.9x-8.7x0.7x
Wed, 11 Feb 2026CN¥1.3tCN¥1.8t-CN¥143,450,047,111.5647.4x-9.2x0.7x
Fri, 09 Jan 2026CN¥1.3tCN¥1.8t-CN¥143,512,247,272.0747.3x-9x0.7x
Sun, 07 Dec 2025CN¥1.3tCN¥1.8t-CN¥143,512,331,194.7244.3x-8.8x0.7x
Tue, 04 Nov 2025CN¥1.3tCN¥1.8t-CN¥144,282,758,051.0343.6x-9.1x0.7x
Thu, 02 Oct 2025CN¥1.4tCN¥1.9t-CN¥144,491,619,018.9542.7x-9.6x0.7x
Sat, 30 Aug 2025CN¥1.3tCN¥1.9t-CN¥131,440,347,448.5652.5x-9.8x0.7x
Mon, 28 Jul 2025CN¥1.2tCN¥1.9t-CN¥95,301,812,285.0951.5x-13.1x0.6x
Wed, 25 Jun 2025CN¥1.1tCN¥1.9t-CN¥131,262,392,402.3447.1x-8.7x0.6x
Fri, 23 May 2025CN¥1.2tCN¥1.9t-CN¥123,304,592,917.5945.5x-9.3x0.6x
Sun, 20 Apr 2025CN¥1.2tCN¥2.1t-CN¥97,128,960,230.1548.9x-12.9x0.6x
Tue, 18 Mar 2025CN¥1.3tCN¥2.2t-CN¥57,921,351,951.0042.5x-22.5x0.6x
Thu, 13 Feb 2025CN¥1.3tCN¥2.2t-CN¥58,435,823,823.5544.4x-22.3x0.6x
Sat, 11 Jan 2025CN¥1.2tCN¥2.2t-CN¥58,435,826,516.5541.2x-20.9x0.6x
Mon, 09 Dec 2024CN¥1.5tCN¥2.2t-CN¥58,435,819,205.6650.1x-25.4x0.7x
Wed, 06 Nov 2024CN¥1.5tCN¥2.2t-CN¥58,114,359,926.6043.9x-25.9x0.7x
Fri, 04 Oct 2024CN¥1.4tCN¥2.3t-CN¥43,409,422,496.9445.6x-32.8x0.6x
Sun, 01 Sep 2024CN¥1.1tCN¥2.4t-CN¥40,124,324,373.5634.3x-26.2x0.4x
Tue, 30 Jul 2024CN¥1.1tCN¥2.5t-CN¥8,506,439,515.3627.2x-123.5x0.4x
Thu, 27 Jun 2024CN¥1.1tCN¥2.5t-CN¥14,017,417,186.5630.9x-79.1x0.4x
Sat, 25 May 2024CN¥1.3tCN¥2.6t-CN¥23,574,935,726.7035.2x-55.3x0.5x
Mon, 22 Apr 2024CN¥1.1tCN¥2.6t-CN¥13,039,151,294.5220.5x-85.8x0.4x
Wed, 20 Mar 2024CN¥1.3tCN¥2.7t-CN¥12,180,017,981.4820.2x-103.8x0.5x
Fri, 16 Feb 2024CN¥1.2tCN¥2.7t-CN¥13,678,757,061.6417.3x-88.7x0.5x
Sun, 14 Jan 2024CN¥1.3tCN¥2.7t-CN¥25,794,969,001.0019.7x-49.7x0.5x
Tue, 12 Dec 2023CN¥1.4tCN¥2.7t-CN¥27,335,006,744.0019.8x-49.4x0.5x
Thu, 09 Nov 2023CN¥1.4tCN¥2.7t-CN¥27,432,360,834.0020.6x-52.3x0.5x
Sat, 07 Oct 2023CN¥1.5tCN¥2.7t-CN¥15,275,961,646.0020.5x-96.6x0.5x
Mon, 04 Sep 2023CN¥1.6tCN¥2.7t-CN¥12,830,860,310.0020.9x-125x0.6x
Wed, 02 Aug 2023CN¥1.7tCN¥2.6t-CN¥709,852,081.0024.5x-2342.1x0.6x
Fri, 30 Jun 2023CN¥1.5tCN¥2.6t-CN¥1,171,474,439.0021.7x-1261.3x0.6x
Sun, 28 May 2023CN¥1.5tCN¥2.6tCN¥533.9m21.2x2769.6x0.6x
Tue, 25 Apr 2023CN¥1.6tCN¥2.3t-CN¥6,194,795,779.0023.8x-250.3x0.7x
Price to Earnings Ratio

-250.3x


Total Market Cap: CN¥1.6tTotal Earnings: -CN¥6,194,795,779.00Total Revenue: CN¥2.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Real Estate Industry Price to Earnings3Y Average 1505.9x202420252026
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 0.58x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have deteriorated over the last three years.
  • Revenues have also declined 11% 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 industry?

CN Market3.67%
Real Estate2.85%
Real Estate2.90%
Real Estate Services4.26%
Real Estate Operating Companies3.65%
Real Estate Development2.90%
Diversified Real Estate2.65%
Industry PE
  • Investors are most optimistic about the Real Estate Operating Companies industry which is trading above its 3-year average PE ratio of 64.2x.
    • Analysts are expecting annual earnings growth of 5.6%, which is higher than its past year's earnings decline of 16.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate Development industry, expecting annual earnings growth of 56% over the next 5 years.
  • This is better than its past earnings decline of 12% per year.
  • In contrast, the Real Estate Operating Companies industry is expected to see its earnings grow by 5.6% 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
001979 China Merchants Shekou Industrial Zone HoldingsCN¥8.8510.8%
+CN¥7.8b
-10.8%PE110.9x
600048 Poly Developments and Holdings GroupCN¥6.078.4%
+CN¥5.6b
-34.0%PS0.2x
600773 Tibet Urban Development and InvestmentLTDCN¥22.4727.7%
+CN¥4.6b
148.0%PS23.3x
600208 Quzhou Xin'an DevelopmentCN¥3.5810.8%
+CN¥3.0b
29.2%PS8.9x
600683 Metro LandCN¥11.9933.2%
+CN¥2.2b
209.8%PS10.5x

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