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Chinese (SSE) Real Estate Sector Analysis
UpdatedAug 12, 2025
DataAggregated Company Financials
Companies119
- 7D2.9%
- 3M6.6%
- 1Y21.6%
- YTD1.1%
Vantone Neo Development Group is up 29%, leading the way for the Real Estate industry, which has gained 2.9%. Meanwhile, Chengdu New Tianfu Culture Tourism Development actually underperformed within the industry, shrinking 23% in the last week. This takes the industry's 12 month performance to a gain of 22%. As for the next few years, earnings are expected to grow by 34% per annum.
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 |
|---|---|---|---|---|---|---|
| Tue, 12 Aug 2025 | CN¥1.3t | CN¥1.9t | -CN¥131,538,375,803.97 | 55.8x | -9.7x | 0.7x |
| Thu, 10 Jul 2025 | CN¥1.2t | CN¥1.9t | -CN¥131,552,174,324.88 | 56.6x | -9.2x | 0.6x |
| Sat, 07 Jun 2025 | CN¥1.2t | CN¥1.9t | -CN¥131,428,616,687.37 | 49.2x | -9x | 0.6x |
| Mon, 05 May 2025 | CN¥1.2t | CN¥2.1t | -CN¥119,692,526,750.00 | 47x | -10x | 0.6x |
| Wed, 02 Apr 2025 | CN¥1.3t | CN¥2.1t | -CN¥95,952,506,168.41 | 46.3x | -13.2x | 0.6x |
| Fri, 28 Feb 2025 | CN¥1.3t | CN¥2.2t | -CN¥57,995,913,379.09 | 45.3x | -23.1x | 0.6x |
| Sun, 26 Jan 2025 | CN¥1.3t | CN¥2.2t | -CN¥57,995,910,602.65 | 43.4x | -22.1x | 0.6x |
| Tue, 24 Dec 2024 | CN¥1.4t | CN¥2.2t | -CN¥57,995,917,069.69 | 45.2x | -23.8x | 0.6x |
| Thu, 21 Nov 2024 | CN¥1.5t | CN¥2.2t | -CN¥57,995,910,554.21 | 47.4x | -25.2x | 0.7x |
| Sat, 19 Oct 2024 | CN¥1.4t | CN¥2.3t | -CN¥43,390,313,737.10 | 45.9x | -31.4x | 0.6x |
| Mon, 16 Sep 2024 | CN¥1.0t | CN¥2.3t | -CN¥42,385,443,999.01 | 34.6x | -24.7x | 0.5x |
| Wed, 14 Aug 2024 | CN¥1.1t | CN¥2.5t | -CN¥4,441,444,513.06 | 28.6x | -247.1x | 0.4x |
| Fri, 12 Jul 2024 | CN¥1.1t | CN¥2.6t | -CN¥13,832,249,229.94 | 30.7x | -79.6x | 0.4x |
| Sun, 09 Jun 2024 | CN¥1.2t | CN¥2.6t | -CN¥23,041,377,812.32 | 33.3x | -54x | 0.5x |
| Tue, 07 May 2024 | CN¥1.2t | CN¥2.5t | -CN¥36,020,732,110.40 | 30.5x | -33.8x | 0.5x |
| Thu, 04 Apr 2024 | CN¥1.2t | CN¥2.6t | -CN¥9,441,211,135.18 | 22.6x | -131.9x | 0.5x |
| Sat, 02 Mar 2024 | CN¥1.3t | CN¥2.7t | -CN¥13,493,459,336.88 | 20.4x | -95.8x | 0.5x |
| Mon, 29 Jan 2024 | CN¥1.4t | CN¥2.7t | -CN¥32,146,893,034.00 | 21.8x | -42.5x | 0.5x |
| Wed, 27 Dec 2023 | CN¥1.3t | CN¥2.7t | -CN¥27,293,969,717.00 | 20x | -48.3x | 0.5x |
| Fri, 24 Nov 2023 | CN¥1.5t | CN¥2.7t | -CN¥27,274,586,512.00 | 21.9x | -55.2x | 0.6x |
| Sun, 22 Oct 2023 | CN¥1.4t | CN¥2.7t | -CN¥14,917,079,757.00 | 19.2x | -95.1x | 0.5x |
| Tue, 19 Sep 2023 | CN¥1.6t | CN¥2.7t | -CN¥13,396,484,558.00 | 20.6x | -119.8x | 0.6x |
| Thu, 17 Aug 2023 | CN¥1.7t | CN¥2.7t | -CN¥11,991,320,882.00 | 24.5x | -141.6x | 0.6x |
| Sat, 15 Jul 2023 | CN¥1.5t | CN¥2.7t | -CN¥163,172,611.00 | 21.5x | -9242.8x | 0.6x |
| Mon, 12 Jun 2023 | CN¥1.6t | CN¥2.6t | -CN¥1,191,719,448.00 | 22.6x | -1329.9x | 0.6x |
| Wed, 10 May 2023 | CN¥1.7t | CN¥2.6t | CN¥3.6b | 21.9x | 463.3x | 0.6x |
| Fri, 07 Apr 2023 | CN¥1.6t | CN¥2.6t | CN¥21.4b | 23.5x | 75.7x | 0.6x |
| Sun, 05 Mar 2023 | CN¥1.7t | CN¥2.6t | CN¥23.8b | 24.1x | 72.8x | 0.7x |
| Tue, 31 Jan 2023 | CN¥1.7t | CN¥2.6t | CN¥23.7b | 23.7x | 73.1x | 0.7x |
| Thu, 29 Dec 2022 | CN¥1.7t | CN¥2.6t | CN¥33.0b | 22.7x | 52x | 0.7x |
| Sat, 26 Nov 2022 | CN¥1.7t | CN¥2.6t | CN¥33.1b | 23.5x | 52.2x | 0.7x |
| Mon, 24 Oct 2022 | CN¥1.6t | CN¥2.7t | CN¥51.2b | 19.7x | 31.4x | 0.6x |
| Wed, 21 Sep 2022 | CN¥1.7t | CN¥2.7t | CN¥64.1b | 22.9x | 26.8x | 0.6x |
| Fri, 19 Aug 2022 | CN¥1.7t | CN¥2.8t | CN¥36.9b | 20.5x | 46.3x | 0.6x |
Price to Earnings Ratio
46.3x
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
- 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 | 2.23% | |
| Real Estate | 2.91% | |
| Real Estate | 2.98% | |
| REITS | 0% | 0 |
| Residential REITs | 0% | 0 |
| Industrial REITs | -0.28% | |
| Specialized REITs | -0.63% | |
Industry PE
- Investors are most optimistic about the Industrial REITs industry which is trading above its 3-year average PE ratio of 5kx.
- Analysts are expecting annual earnings growth of 105.3%, which is higher than its past year's earnings decline of 28.0% per year.
Forecasted Growth
- Analysts are most optimistic on the Industrial REITs industry, expecting annual earnings growth of 105% over the next 5 years.
- This is better than its past earnings decline of 28% per year.
- In contrast, the Real Estate industry is expected to see its earnings grow by 33% 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 | |
|---|---|---|---|---|---|
| 600246 Vantone Neo Development Group | CN¥9.23 | 28.9% +CN¥3.7b | 39.6% | PS30.7x | |
| 000628 ChengDu Hi-Tech Development | CN¥53.71 | 20.8% +CN¥3.3b | 35.5% | PE637.9x | |
| 600895 Shanghai Zhangjiang Hi-Tech Park Development | CN¥35.85 | 4.9% +CN¥2.6b | 99.6% | PE48x | |
| 000029 Shenzhen Special Economic Zone Real Estate & Properties (Group) | CN¥22.58 | 12.5% +CN¥2.5b | 112.4% | PS33.7x | |
| 601155 Seazen Holdings | CN¥15.97 | 6.8% +CN¥2.3b | 66.2% | PE43.4x |