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Chinese (SSE) Real Estate Sector Analysis
UpdatedJan 10, 2026
DataAggregated Company Financials
Companies116
- 7D4.8%
- 3M-3.8%
- 1Y13.3%
- YTD3.5%
In the last week, the Real Estate industry is up 3.9%, with Shanghai Zhangjiang Hi-Tech Park Development leading the way with a 8.3% gain. During this same period, the Hainan Airport Infrastructure underperformed, falling 7.9%. In the last 12 months, the industry was up 9.6%. Looking forward, earnings are forecast to grow by 40% annually.
Sector Valuation and Performance
Has the Chinese Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 10 Jan 2026 | CN¥1.3t | CN¥1.8t | -CN¥143,846,571,602.98 | 53.2x | -9.2x | 0.7x |
| Mon, 08 Dec 2025 | CN¥1.3t | CN¥1.8t | -CN¥143,858,381,452.72 | 49.6x | -8.9x | 0.7x |
| Wed, 05 Nov 2025 | CN¥1.3t | CN¥1.8t | -CN¥144,519,440,027.49 | 47.4x | -9.3x | 0.7x |
| Fri, 03 Oct 2025 | CN¥1.4t | CN¥1.9t | -CN¥145,061,909,341.67 | 63.7x | -9.6x | 0.7x |
| Sun, 31 Aug 2025 | CN¥1.3t | CN¥1.9t | -CN¥131,730,126,052.88 | 55.6x | -9.9x | 0.7x |
| Tue, 29 Jul 2025 | CN¥1.3t | CN¥1.9t | -CN¥95,591,594,099.06 | 54.9x | -13.3x | 0.7x |
| Thu, 26 Jun 2025 | CN¥1.2t | CN¥1.9t | -CN¥131,552,173,474.61 | 48.8x | -9x | 0.6x |
| Sat, 24 May 2025 | CN¥1.2t | CN¥1.9t | -CN¥123,446,557,853.60 | 46.9x | -9.4x | 0.6x |
| Mon, 21 Apr 2025 | CN¥1.3t | CN¥2.1t | -CN¥97,418,741,316.15 | 50.1x | -13.1x | 0.6x |
| Wed, 19 Mar 2025 | CN¥1.3t | CN¥2.2t | -CN¥57,068,078,750.09 | 43.9x | -23.1x | 0.6x |
| Fri, 14 Feb 2025 | CN¥1.3t | CN¥2.2t | -CN¥57,995,916,412.94 | 45.7x | -23x | 0.6x |
| Sun, 12 Jan 2025 | CN¥1.2t | CN¥2.2t | -CN¥57,995,921,024.98 | 42.4x | -21.5x | 0.6x |
| Tue, 10 Dec 2024 | CN¥1.5t | CN¥2.2t | -CN¥57,995,913,042.02 | 46.4x | -25.3x | 0.7x |
| Thu, 07 Nov 2024 | CN¥1.6t | CN¥2.2t | -CN¥57,693,514,532.03 | 44.1x | -27.1x | 0.7x |
| Sat, 05 Oct 2024 | CN¥1.4t | CN¥2.3t | -CN¥42,969,517,372.39 | 45.3x | -33.7x | 0.6x |
| Mon, 02 Sep 2024 | CN¥1.1t | CN¥2.4t | -CN¥39,892,788,949.56 | 34.6x | -27x | 0.5x |
| Wed, 31 Jul 2024 | CN¥1.1t | CN¥2.5t | -CN¥8,095,261,013.34 | 28.2x | -134.4x | 0.4x |
| Fri, 28 Jun 2024 | CN¥1.1t | CN¥2.6t | -CN¥13,834,047,500.48 | 31.2x | -80.6x | 0.4x |
| Sun, 26 May 2024 | CN¥1.3t | CN¥2.6t | -CN¥23,391,565,505.31 | 38.3x | -56.8x | 0.5x |
| Tue, 23 Apr 2024 | CN¥1.1t | CN¥2.6t | -CN¥12,849,249,848.52 | 21.7x | -89x | 0.4x |
| Thu, 21 Mar 2024 | CN¥1.3t | CN¥2.7t | -CN¥12,326,110,766.20 | 21.5x | -104.6x | 0.5x |
| Sat, 17 Feb 2024 | CN¥1.2t | CN¥2.7t | -CN¥13,493,446,003.91 | 18.1x | -91.3x | 0.5x |
| Mon, 15 Jan 2024 | CN¥1.3t | CN¥2.7t | -CN¥25,609,668,828.00 | 20.9x | -50.8x | 0.5x |
| Wed, 13 Dec 2023 | CN¥1.4t | CN¥2.7t | -CN¥27,172,647,238.00 | 21.3x | -52.6x | 0.5x |
| Fri, 10 Nov 2023 | CN¥1.5t | CN¥2.7t | -CN¥27,266,523,924.00 | 20.7x | -53.8x | 0.5x |
| Sun, 08 Oct 2023 | CN¥1.5t | CN¥2.7t | -CN¥15,102,569,025.00 | 20.8x | -100.5x | 0.6x |
| Tue, 05 Sep 2023 | CN¥1.7t | CN¥2.7t | -CN¥12,830,329,069.00 | 21.5x | -129x | 0.6x |
| Thu, 03 Aug 2023 | CN¥1.7t | CN¥2.7t | -CN¥11,973,537,531.00 | 26.1x | -146x | 0.6x |
| Sat, 01 Jul 2023 | CN¥1.5t | CN¥2.6t | -CN¥1,168,430,655.00 | 22.2x | -1305.8x | 0.6x |
| Mon, 29 May 2023 | CN¥1.5t | CN¥2.6t | CN¥527.5m | 21.4x | 2888x | 0.6x |
| Wed, 26 Apr 2023 | CN¥1.6t | CN¥2.3t | -CN¥6,160,383,674.00 | 23.1x | -251.7x | 0.7x |
| Fri, 24 Mar 2023 | CN¥1.6t | CN¥2.6t | CN¥19.1b | 26.1x | 85.1x | 0.6x |
| Sun, 19 Feb 2023 | CN¥1.7t | CN¥2.6t | CN¥23.7b | 23.5x | 71.5x | 0.7x |
| Tue, 17 Jan 2023 | CN¥1.7t | CN¥2.6t | CN¥24.4b | 21.8x | 71.2x | 0.7x |
Price to Earnings Ratio
71.2x
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 | 5.17% | |
| Real Estate | 4.80% | |
| Real Estate | 4.86% | |
| Industrial REITs | 1.73% | |
| Specialized REITs | 0.34% | |
| REITS | 0% | 0 |
| Residential REITs | 0% | 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 39% per year 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 | |
|---|---|---|---|---|---|
| 600895 Shanghai Zhangjiang Hi-Tech Park Development | CN¥47.54 | 8.3% +CN¥5.6b | 93.1% | PE67.7x | |
| 600048 Poly Developments and Holdings Group | CN¥6.57 | 7.7% +CN¥5.6b | -22.4% | PS0.3x | |
| 001979 China Merchants Shekou Industrial Zone Holdings | CN¥9.18 | 6.3% +CN¥4.9b | -6.6% | PE27.8x | |
| 000002 China Vanke | CN¥4.96 | 6.7% +CN¥3.7b | -25.9% | PS0.2x | |
| 600266 Beijing Urban Construction Investment & Development | CN¥6.82 | 34.5% +CN¥3.6b | 48.3% | PS0.4x |