Header cover image

Chinese (SSE) Real Estate Industry Analysis

UpdatedMay 24, 2024
DataAggregated Company Financials
Companies122
  • 7D4.5%
  • 3M5.6%
  • 1Y-11.0%
  • YTD2.8%

The Real Estate industry is up 4.5% in the last week, with China Vanke up 17%. In the same time, Guanghui LogisticsLtd was down 11%. In the past year, the industry is down 11%. As for the next few years, earnings are expected to grow by 31% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 24 May 2024CN¥1.3tCN¥2.6t-CN¥23,574,935,156.9336.5x-57x0.5x
Sun, 21 Apr 2024CN¥1.1tCN¥2.6t-CN¥13,039,151,303.5220.5x-85.8x0.4x
Tue, 19 Mar 2024CN¥1.3tCN¥2.6t-CN¥14,540,363,730.4120.9x-87.7x0.5x
Thu, 15 Feb 2024CN¥1.2tCN¥2.7t-CN¥13,678,758,722.8317.3x-88.7x0.5x
Sat, 13 Jan 2024CN¥1.3tCN¥2.7t-CN¥25,794,969,102.0019.7x-49.7x0.5x
Mon, 11 Dec 2023CN¥1.4tCN¥2.7t-CN¥27,337,685,560.0019.9x-49.6x0.5x
Wed, 08 Nov 2023CN¥1.4tCN¥2.7t-CN¥27,432,545,721.0020.4x-51.9x0.5x
Fri, 06 Oct 2023CN¥1.5tCN¥2.7t-CN¥15,275,758,796.0020.5x-96.6x0.5x
Sun, 03 Sep 2023CN¥1.6tCN¥2.7t-CN¥12,817,068,182.0020.9x-125.1x0.6x
Tue, 01 Aug 2023CN¥1.7tCN¥2.6t-CN¥655,828,736.0024.2x-2551x0.6x
Thu, 29 Jun 2023CN¥1.5tCN¥2.6t-CN¥1,169,448,331.0022.1x-1282.7x0.6x
Sat, 27 May 2023CN¥1.5tCN¥2.6tCN¥532.7m20.9x2773.7x0.6x
Mon, 24 Apr 2023CN¥1.6tCN¥2.3t-CN¥5,592,096,737.0023.9x-280.4x0.7x
Wed, 22 Mar 2023CN¥1.6tCN¥2.6tCN¥20.2b24.6x80x0.6x
Fri, 17 Feb 2023CN¥1.7tCN¥2.6tCN¥23.7b23.1x69.8x0.6x
Sun, 15 Jan 2023CN¥1.7tCN¥2.6tCN¥24.4b21.6x68.6x0.6x
Tue, 13 Dec 2022CN¥1.7tCN¥2.6tCN¥33.1b23.6x52.4x0.7x
Thu, 10 Nov 2022CN¥1.5tCN¥2.6tCN¥33.1b21.4x45.7x0.6x
Sat, 08 Oct 2022CN¥1.6tCN¥2.7tCN¥64.1b20.2x25x0.6x
Mon, 05 Sep 2022CN¥1.6tCN¥2.6tCN¥59.8b22.9x27.5x0.6x
Wed, 03 Aug 2022CN¥1.6tCN¥2.8tCN¥40.3b19.1x39.5x0.6x
Fri, 01 Jul 2022CN¥1.7tCN¥2.8tCN¥40.1b20.1x43.4x0.6x
Sun, 29 May 2022CN¥1.7tCN¥2.8tCN¥40.3b19.5x41.9x0.6x
Tue, 26 Apr 2022CN¥1.7tCN¥3.0tCN¥114.1b14.3x14.9x0.6x
Thu, 24 Mar 2022CN¥1.8tCN¥3.0tCN¥143.8b15x12.8x0.6x
Sat, 19 Feb 2022CN¥1.8tCN¥3.0tCN¥149.5b13.4x12.3x0.6x
Mon, 17 Jan 2022CN¥1.8tCN¥3.0tCN¥158.4b13.6x11.5x0.6x
Wed, 15 Dec 2021CN¥1.7tCN¥3.0tCN¥158.4b12.3x10.9x0.6x
Fri, 12 Nov 2021CN¥1.7tCN¥3.0tCN¥159.8b11.9x10.9x0.6x
Sun, 10 Oct 2021CN¥1.8tCN¥3.0tCN¥181.8b12.4x9.8x0.6x
Tue, 07 Sep 2021CN¥1.8tCN¥3.0tCN¥181.9b13x9.8x0.6x
Thu, 05 Aug 2021CN¥1.6tCN¥3.0tCN¥181.9b12.3x9x0.6x
Price to Earnings Ratio

10x


Total Market Cap: CN¥2.0tTotal Earnings: CN¥197.1bTotal Revenue: CN¥2.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Real Estate Industry Price to Earnings3Y Average 1552.1x202220232024
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 0.58x.
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 3.1% per year, which is driving profits down.

Industry Trends

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

CN Market-0.57%
Real Estate4.41%
Real Estate4.51%
Real Estate Services22.39%
Real Estate Operating Companies5.44%
Real Estate Development4.94%
Diversified Real Estate1.81%
Industry PE
  • Investors are most optimistic about the Real Estate Operating Companies industry which is trading above its 3-year average PE ratio of 48.5x.
    • Analysts are expecting annual earnings growth of 8.3%, which is higher than its past year's earnings growth of 6.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate Services industry, expecting annual earnings growth of 129% over the next 5 years.
  • In contrast, the Real Estate Operating Companies industry is expected to see its earnings grow by 8.3% 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
620 Macrolink Culturaltainment DevelopmentCN¥2.6845.7%
+CN¥4.9b
116.1%PE11.7x
628 ChengDu Hi-Tech DevelopmentCN¥53.6013.8%
+CN¥2.3b
270.2%PE51.2x
537 China Green Electricity Investment of TianjinCN¥10.040.1%
+CN¥2.1b
-14.0%PE24.4x
600383 GemdaleCN¥4.927.7%
+CN¥1.6b
-33.4%PE212.9x
600266 Beijing Urban Construction Investment & DevelopmentCN¥5.1810.0%
+CN¥975.6m
5.5%PE91.3x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

600266

CN¥5.18

Beijing Urban Construction Investment & Development

7D

10.0%

1Y

5.5%

2244

CN¥8.97

Hangzhou Binjiang Real Estate GroupLtd

7D

-10.7%

1Y

6.2%

1979

CN¥10.05

China Merchants Shekou Industrial Zone Holdings

7D

-11.8%

1Y

-19.8%

600606

CN¥2.02

Greenland Holdings

7D

-6.9%

1Y

-29.9%

600515

CN¥3.45

Hainan Airport Infrastructure

7D

-5.2%

1Y

-18.6%