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Chinese (SSE) Real Estate Industry Analysis

UpdatedMay 24, 2024
DataAggregated Company Financials
  • 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


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%
628 ChengDu Hi-Tech DevelopmentCN¥53.6013.8%
537 China Green Electricity Investment of TianjinCN¥10.040.1%
600383 GemdaleCN¥4.927.7%
600266 Beijing Urban Construction Investment & DevelopmentCN¥5.1810.0%
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