Chinese (SSE) Communications Equipment Industry Analysis

Industry Valuation and Performance

Has the Chinese Communications Equipment Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Thu, 30 Jul 2026	CN¥2.7t	CN¥499.3b	CN¥28.9b	88.3x	94.7x	5.5x
Sat, 27 Jun 2026	CN¥3.8t	CN¥500.9b	CN¥28.7b	104.9x	131.6x	7.5x
Mon, 25 May 2026	CN¥3.3t	CN¥500.5b	CN¥28.7b	125.8x	116.2x	6.7x
Wed, 22 Apr 2026	CN¥3.0t	CN¥490.1b	CN¥29.6b	116.6x	102.1x	6.2x
Fri, 20 Mar 2026	CN¥2.5t	CN¥471.3b	CN¥21.8b	96.4x	112.4x	5.2x
Sun, 15 Feb 2026	CN¥2.5t	CN¥462.5b	CN¥19.7b	95x	125x	5.3x
Tue, 13 Jan 2026	CN¥2.6t	CN¥462.4b	CN¥19.7b	91.7x	132.5x	5.6x
Thu, 11 Dec 2025	CN¥2.3t	CN¥462.4b	CN¥19.7b	80x	115.2x	4.9x
Sat, 08 Nov 2025	CN¥2.0t	CN¥463.5b	CN¥17.1b	70.4x	115.8x	4.3x
Mon, 06 Oct 2025	CN¥1.9t	CN¥453.4b	CN¥16.9b	81.7x	114x	4.3x
Wed, 03 Sep 2025	CN¥1.9t	CN¥453.2b	CN¥17.1b	83.5x	111.7x	4.2x
Fri, 01 Aug 2025	CN¥1.5t	CN¥438.2b	CN¥16.3b	71.6x	89.3x	3.3x
Sun, 29 Jun 2025	CN¥1.3t	CN¥437.9b	CN¥16.2b	68.3x	80.4x	3x
Tue, 27 May 2025	CN¥1.2t	CN¥438.1b	CN¥15.5b	73.9x	74.6x	2.6x
Thu, 24 Apr 2025	CN¥1.1t	CN¥428.9b	CN¥22.2b	71.7x	50.1x	2.6x
Sat, 22 Mar 2025	CN¥1.3t	CN¥434.2b	CN¥20.6b	81.3x	60.8x	2.9x
Mon, 17 Feb 2025	CN¥1.3t	CN¥434.5b	CN¥20.9b	72.4x	61.3x	2.9x
Wed, 15 Jan 2025	CN¥1.2t	CN¥425.7b	CN¥21.2b	62.4x	56.5x	2.8x
Fri, 13 Dec 2024	CN¥1.3t	CN¥434.5b	CN¥20.9b	69.8x	60.3x	2.9x
Sun, 10 Nov 2024	CN¥1.3t	CN¥434.1b	CN¥20.9b	72.3x	61.6x	3x
Tue, 08 Oct 2024	CN¥1.1t	CN¥428.5b	CN¥19.7b	48.1x	56.4x	2.6x
Thu, 05 Sep 2024	CN¥844.5b	CN¥428.0b	CN¥19.9b	37.9x	42.5x	2x
Sat, 03 Aug 2024	CN¥914.6b	CN¥427.1b	CN¥18.3b	44.5x	49.9x	2.1x
Mon, 01 Jul 2024	CN¥948.0b	CN¥426.1b	CN¥18.0b	49x	52.6x	2.2x
Wed, 29 May 2024	CN¥945.5b	CN¥425.9b	CN¥18.1b	52.3x	52.3x	2.2x
Fri, 26 Apr 2024	CN¥977.0b	CN¥427.4b	CN¥21.8b	51.1x	44.9x	2.3x
Sun, 24 Mar 2024	CN¥1.0t	CN¥426.6b	CN¥20.4b	54.3x	51.4x	2.5x
Tue, 20 Feb 2024	CN¥894.5b	CN¥420.7b	CN¥19.3b	41.1x	46.4x	2.1x
Thu, 18 Jan 2024	CN¥887.4b	CN¥420.8b	CN¥19.3b	44.9x	46.1x	2.1x
Sat, 16 Dec 2023	CN¥1.0t	CN¥420.9b	CN¥19.3b	52.2x	52.6x	2.4x
Mon, 13 Nov 2023	CN¥1.0t	CN¥421.0b	CN¥19.3b	52.8x	53x	2.4x
Wed, 11 Oct 2023	CN¥1.1t	CN¥429.2b	CN¥20.4b	52.3x	52.4x	2.5x
Fri, 08 Sep 2023	CN¥1.0t	CN¥429.5b	CN¥20.5b	50.5x	49.8x	2.4x
Sun, 06 Aug 2023	CN¥1.1t	CN¥432.6b	CN¥20.5b	52.5x	54.6x	2.6x

Current Industry PE

Investors are optimistic on the Chinese Communications Equipment industry, and appear confident in long term growth rates.

The industry is trading at a PE ratio of 93.6x which is higher than its 3-year average PE of 75.4x.

The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 5.4x.

Past Earnings Growth

The earnings for companies in the Communications Equipment industry have grown 12% per year over the last three years.
Revenues for these companies have grown 4.9% per year.
This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Chinese Communications Equipment compare with similar industries?


CN Market	-1.48%
Tech	-7.65%
Communications	-8.80%
Communications Equipment	-8.80%

Industry PEThere are no additional sub-industries under this industry.

Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company	Last Price	7D	1Y	Valuation
300628 Yealink Network Technology	CN¥39.08	4.7% +CN¥2.2b	16.5%	PE18.4x
300627 Shanghai Huace Navigation Technology	CN¥28.51	4.6% +CN¥1.0b	-19.2%	PE33.9x
600775 Nanjing Panda Electronics	CN¥9.55	9.6% +CN¥767.6m	-11.6%	PE267.1x
603660 Suzhou Keda TechnologyLtd	CN¥8.83	12.5% +CN¥556.4m	21.1%	PS5.4x
301600 Flaircomm Microelectronics	CN¥86.00	6.3% +CN¥536.2m	-24.3%	PE57.3x

Company

Last Price

Valuation

300628 Yealink Network Technology

CN¥39.08

4.7%
+CN¥2.2b

16.5%

PE18.4x

300627 Shanghai Huace Navigation Technology

CN¥28.51

4.6%
+CN¥1.0b

-19.2%

PE33.9x

600775 Nanjing Panda Electronics

CN¥9.55

9.6%
+CN¥767.6m

-11.6%

PE267.1x

603660 Suzhou Keda TechnologyLtd

CN¥8.83

12.5%
+CN¥556.4m

21.1%

PS5.4x

301600 Flaircomm Microelectronics

CN¥86.00

6.3%
+CN¥536.2m

-24.3%

PE57.3x

Nanjing Panda Electronics Company Limited Provides Earnings Guidance for the First Half Ended 30 June 2026

Nanjing Panda Electronics Company Limited provided earnings guidance for the first half ended 30 June 2026. For the period, it is estimated that the net loss attributable to shareholders of the parent company of the Company for the first half of year 2026 will be between approximately RMB 28.8 million and RMB 24 million, representing a loss reduction of 36% to 48% compared with the same period last year. MAIN REASONS FOR THE ESTIMATED LOSS FOR THE PERIOD: In the first half of 2026, more projects of the Company were delivered and settled in the current period compared with the same period last year for electronics manufacturing and communication businesses, leading to a year-on-year increase in operating revenue from both businesses. The electronics manufacturing business turned profitable in terms of net profit attributable to owners of the parent company, whilst the communication business reduced its losses year-on-year. Reforms launched in 2025 including industrial structure adjustment and organizational optimization have yielded initial outcomes, cutting operating expenses and exerting a certain positive impact on net profit attributable to owners of the parent company. In the first half of 2026, the Company's intelligent manufacturing business was in a transitional phase of transformation and adjustment, with few projects completed, accepted and settled, which weighed on net profit attributable to owners of the parent company. Although communication business posted year-on-year revenue growth and narrower losses in the reporting period, its overall operations still faced certain pressures. Taking all the above factors into consideration, the Company remained loss-making in the current period, yet achieved a certain degree of loss reduction year-on-year.

Chinese (SSE) Communications Equipment Industry Analysis

Industry Valuation and Performance

Industry Comparison

Top Stock Gainers and Losers

Latest News

Investor sentiment deteriorates as stock falls 15%

Zhongji Innolight Co., Ltd. has completed a Follow-on Equity Offering in the amount of HKD 53.41 billion.

Now 23% undervalued after recent price drop

Consensus EPS estimates fall by 12%

Investor sentiment deteriorates as stock falls 16%

CIG Shanghai Co., Ltd. Provides Earnings Guidance for the First Half of 2026 from January 1, 2026 to June 30, 2026

Consensus EPS estimates increase by 15%

Nanjing Panda Electronics Company Limited Provides Earnings Guidance for the First Half Ended 30 June 2026

Dividend increased to CN¥0.29

Investor sentiment improves as stock rises 12%

Gosuncn Technology Group Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026

Shanghai Huace Navigation Technology Ltd to Report First Half, 2026 Results on Aug 14, 2026

Flaircomm Microelectronics, Inc. to Report First Half, 2026 Results on Aug 29, 2026

Hangzhou CNCR-IT Co.,Ltd to Report First Half, 2026 Results on Aug 21, 2026

Yealink Network Technology Co., Ltd. to Report First Half, 2026 Results on Aug 19, 2026

Suzhou Keda Technology Co.,Ltd to Report First Half, 2026 Results on Aug 29, 2026