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Chinese (SSE) Real Estate Sector Analysis
UpdatedMay 21, 2026
DataAggregated Company Financials
Companies117
- 7D-4.9%
- 3M-6.8%
- 1Y4.1%
- YTD-3.9%
Over the last 7 days, the Real Estate industry has dropped 5.1%, driven by a pullback from Quzhou Xin'an Development of 33%. Meanwhile, Hefei Urban Construction Development actually outperformed within the industry, gaining 44% in the last week. Over the past 12 months, the industry was up 4.7%. Earnings are forecast to grow by 46% 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 |
|---|---|---|---|---|---|---|
| Thu, 21 May 2026 | CN¥1.3t | CN¥1.5t | -CN¥178,277,554,617.50 | 46.6x | -7x | 0.8x |
| Sat, 18 Apr 2026 | CN¥1.2t | CN¥1.7t | -CN¥190,288,947,913.91 | 54.3x | -6.4x | 0.7x |
| Mon, 16 Mar 2026 | CN¥1.3t | CN¥1.8t | -CN¥144,446,812,652.39 | 45x | -8.8x | 0.7x |
| Wed, 11 Feb 2026 | CN¥1.3t | CN¥1.8t | -CN¥143,784,370,766.56 | 53.4x | -9.3x | 0.7x |
| Fri, 09 Jan 2026 | CN¥1.3t | CN¥1.8t | -CN¥143,846,570,927.07 | 50.1x | -9.1x | 0.7x |
| Sun, 07 Dec 2025 | CN¥1.3t | CN¥1.8t | -CN¥143,858,381,452.72 | 49.6x | -8.9x | 0.7x |
| Tue, 04 Nov 2025 | CN¥1.3t | CN¥1.8t | -CN¥144,628,808,309.03 | 47.6x | -9.3x | 0.7x |
| Thu, 02 Oct 2025 | CN¥1.4t | CN¥1.9t | -CN¥144,837,669,276.95 | 62.2x | -9.7x | 0.7x |
| Sat, 30 Aug 2025 | CN¥1.3t | CN¥1.9t | -CN¥131,730,128,534.56 | 55.6x | -9.9x | 0.7x |
| Mon, 28 Jul 2025 | CN¥1.3t | CN¥1.9t | -CN¥95,591,593,371.09 | 54.8x | -13.3x | 0.7x |
| Wed, 25 Jun 2025 | CN¥1.2t | CN¥1.9t | -CN¥131,552,173,488.34 | 47.8x | -8.9x | 0.6x |
| Fri, 23 May 2025 | CN¥1.2t | CN¥1.9t | -CN¥123,594,374,003.59 | 47.3x | -9.5x | 0.6x |
| Sun, 20 Apr 2025 | CN¥1.3t | CN¥2.1t | -CN¥97,418,741,316.15 | 50.1x | -13.1x | 0.6x |
| Tue, 18 Mar 2025 | CN¥1.3t | CN¥2.2t | -CN¥57,481,446,353.00 | 43.9x | -23.1x | 0.6x |
| Thu, 13 Feb 2025 | CN¥1.3t | CN¥2.2t | -CN¥57,995,918,225.55 | 45.2x | -22.9x | 0.6x |
| Sat, 11 Jan 2025 | CN¥1.2t | CN¥2.2t | -CN¥57,995,920,918.55 | 42.4x | -21.5x | 0.6x |
| Mon, 09 Dec 2024 | CN¥1.5t | CN¥2.2t | -CN¥57,995,913,607.66 | 47.5x | -25.9x | 0.7x |
| Wed, 06 Nov 2024 | CN¥1.5t | CN¥2.2t | -CN¥57,674,454,328.60 | 44x | -26.5x | 0.7x |
| Fri, 04 Oct 2024 | CN¥1.4t | CN¥2.3t | -CN¥42,969,516,898.94 | 45.3x | -33.7x | 0.6x |
| Sun, 01 Sep 2024 | CN¥1.1t | CN¥2.4t | -CN¥39,703,368,634.56 | 34.6x | -27.1x | 0.5x |
| Tue, 30 Jul 2024 | CN¥1.1t | CN¥2.5t | -CN¥8,095,262,054.36 | 27.5x | -132.6x | 0.4x |
| Thu, 27 Jun 2024 | CN¥1.1t | CN¥2.6t | -CN¥13,834,047,107.56 | 31.6x | -81.9x | 0.4x |
| Sat, 25 May 2024 | CN¥1.3t | CN¥2.6t | -CN¥23,391,565,647.70 | 38.3x | -56.8x | 0.5x |
| Mon, 22 Apr 2024 | CN¥1.1t | CN¥2.6t | -CN¥12,849,249,848.52 | 21.7x | -89x | 0.4x |
| Wed, 20 Mar 2024 | CN¥1.3t | CN¥2.7t | -CN¥11,994,717,808.48 | 21.2x | -107.3x | 0.5x |
| Fri, 16 Feb 2024 | CN¥1.2t | CN¥2.7t | -CN¥13,493,456,888.64 | 18.1x | -91.4x | 0.5x |
| Sun, 14 Jan 2024 | CN¥1.3t | CN¥2.7t | -CN¥25,609,668,828.00 | 20.9x | -50.8x | 0.5x |
| Tue, 12 Dec 2023 | CN¥1.4t | CN¥2.7t | -CN¥27,171,165,155.00 | 20.5x | -51.2x | 0.5x |
| Thu, 09 Nov 2023 | CN¥1.5t | CN¥2.7t | -CN¥27,268,519,245.00 | 20.7x | -54.1x | 0.6x |
| Sat, 07 Oct 2023 | CN¥1.5t | CN¥2.7t | -CN¥15,102,317,990.00 | 20.8x | -100.5x | 0.6x |
| Mon, 04 Sep 2023 | CN¥1.6t | CN¥2.7t | -CN¥12,833,086,109.00 | 21.5x | -128.2x | 0.6x |
| Wed, 02 Aug 2023 | CN¥1.7t | CN¥2.6t | -CN¥712,077,880.00 | 25.2x | -2393.7x | 0.6x |
| Fri, 30 Jun 2023 | CN¥1.5t | CN¥2.6t | -CN¥1,173,700,238.00 | 21.8x | -1292.7x | 0.6x |
| Sun, 28 May 2023 | CN¥1.5t | CN¥2.6t | CN¥527.5m | 21.4x | 2888x | 0.6x |
Price to Earnings Ratio
2888x
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 0.60x.
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 17% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Chinese Real Estate sector?
| CN Market | -2.42% | |
| Real Estate | -4.92% | |
| Specialized REITs | 0.05% | |
| REITS | 0% | 0 |
| Residential REITs | 0% | 0 |
| Industrial REITs | -1.08% | |
| Real Estate | -4.98% | |
Industry PE
- Investors are most optimistic about the Specialized REITs industry which is trading above its 3-year average PE ratio of 13.7x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 46% over the next 5 years.
- This is better than its past earnings decline of 6.7% per year.
- In contrast, the Industrial REITs industry is expected to see its earnings decline by 3.0% 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 | |
|---|---|---|---|---|---|
| 002208 Hefei Urban Construction Development | CN¥25.88 | 43.8% +CN¥6.3b | 287.4% | PS1.9x | |
| 600246 Vantone Neo Development Group | CN¥14.21 | 8.1% +CN¥2.1b | 145.0% | PS60.9x | |
| 600895 Shanghai Zhangjiang Hi-Tech Park Development | CN¥38.15 | 2.7% +CN¥1.5b | 49.9% | PE76.2x | |
| 000656 Jinke Property Group | CN¥1.46 | 5.8% +CN¥847.1m | -7.6% | PE0.5x | |
| 600604 Shanghai Shibei Hi-TechLtd | CN¥5.40 | 8.2% +CN¥768.1m | 19.7% | PS10.4x |