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Chinese (SSE) Electronic Equipment and Components Industry Analysis

UpdatedDec 17, 2025
DataAggregated Company Financials
Companies401
  • 7D-5.5%
  • 3M-2.9%
  • 1Y49.0%
  • YTD53.9%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 2.4%, driven by a pullback from Foxconn Industrial Internet of 13%. Meanwhile, Sai MicroElectronics actually outperformed within the industry, gaining 17% in the last week. This takes the industry's 12 month performance to a gain of 50%. Looking forward, earnings are forecast to grow by 35% annually.

Industry Valuation and Performance

Has the Chinese Electronic Equipment and Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 17 Dec 2025CN¥8.2tCN¥3.4tCN¥153.3b52.4x53.3x2.4x
Fri, 14 Nov 2025CN¥8.4tCN¥3.4tCN¥153.3b54.6x54.7x2.4x
Sun, 12 Oct 2025CN¥8.3tCN¥3.3tCN¥136.1b61.5x60.7x2.5x
Tue, 09 Sep 2025CN¥7.5tCN¥3.3tCN¥135.7b58.8x55.1x2.3x
Thu, 07 Aug 2025CN¥6.3tCN¥3.2tCN¥124.6b57.8x50.8x2x
Sat, 05 Jul 2025CN¥5.6tCN¥3.2tCN¥124.0b51.2x44.8x1.8x
Mon, 02 Jun 2025CN¥4.9tCN¥3.1tCN¥124.5b45.6x39.3x1.6x
Wed, 30 Apr 2025CN¥4.8tCN¥3.1tCN¥120.6b45.7x39.8x1.6x
Fri, 28 Mar 2025CN¥5.4tCN¥3.0tCN¥126.6b50x42.7x1.8x
Sun, 23 Feb 2025CN¥5.8tCN¥3.0tCN¥123.9b54x46.9x1.9x
Tue, 21 Jan 2025CN¥5.2tCN¥3.0tCN¥123.4b47.4x42x1.7x
Thu, 19 Dec 2024CN¥5.3tCN¥3.0tCN¥123.2b47.8x42.6x1.8x
Sat, 16 Nov 2024CN¥5.2tCN¥3.0tCN¥123.0b47.7x42.6x1.8x
Mon, 14 Oct 2024CN¥4.7tCN¥2.9tCN¥119.1b41.4x39.8x1.6x
Wed, 11 Sep 2024CN¥4.0tCN¥2.9tCN¥119.1b36x33.5x1.4x
Fri, 09 Aug 2024CN¥4.0tCN¥2.8tCN¥117.2b37.5x34.5x1.4x
Sun, 07 Jul 2024CN¥4.3tCN¥2.8tCN¥117.1b38.1x37.1x1.6x
Tue, 04 Jun 2024CN¥4.4tCN¥2.8tCN¥117.1b41.8x37.3x1.6x
Thu, 02 May 2024CN¥4.4tCN¥2.8tCN¥116.5b40.7x37.9x1.6x
Sat, 30 Mar 2024CN¥4.4tCN¥2.7tCN¥103.7b39.3x42.5x1.6x
Mon, 26 Feb 2024CN¥4.1tCN¥2.7tCN¥100.5b35.8x40.5x1.5x
Wed, 24 Jan 2024CN¥3.9tCN¥2.7tCN¥99.3b38x39.6x1.5x
Fri, 22 Dec 2023CN¥4.5tCN¥2.7tCN¥99.0b45.9x45.3x1.6x
Sun, 19 Nov 2023CN¥4.8tCN¥2.7tCN¥98.9b46.9x48.5x1.8x
Tue, 17 Oct 2023CN¥4.7tCN¥2.7tCN¥97.5b42.6x48.3x1.7x
Thu, 14 Sep 2023CN¥4.6tCN¥2.7tCN¥97.1b43.3x47.6x1.7x
Sat, 12 Aug 2023CN¥4.6tCN¥2.6tCN¥102.8b42x45x1.8x
Mon, 10 Jul 2023CN¥4.9tCN¥2.6tCN¥101.6b46.7x48.2x1.9x
Wed, 07 Jun 2023CN¥4.6tCN¥2.6tCN¥101.7b44.1x45.1x1.8x
Fri, 05 May 2023CN¥4.5tCN¥2.6tCN¥103.3b39x43.2x1.7x
Sun, 02 Apr 2023CN¥4.7tCN¥2.6tCN¥124.8b38.9x38x1.8x
Tue, 28 Feb 2023CN¥4.4tCN¥2.5tCN¥120.3b37.9x36.2x1.7x
Thu, 26 Jan 2023CN¥4.2tCN¥2.6tCN¥123.4b36.4x34.4x1.7x
Sat, 24 Dec 2022CN¥3.8tCN¥2.6tCN¥123.4b31.7x31.1x1.5x
Price to Earnings Ratio

31.1x


Total Market Cap: CN¥3.8tTotal Earnings: CN¥123.4bTotal Revenue: CN¥2.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Electronic Equipment and Components Industry Price to Earnings3Y Average 43.3x202320242025
Current Industry PE
  • Investors are optimistic on the Chinese Electronic industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 53.9x which is higher than its 3-year average PE of 43.3x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 7.5% per year over the last three years.
  • Revenues for these companies have grown 11% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Chinese Tech industry?

CN Market-2.20%
Tech-4.60%
Electronic Equipment and Components-5.53%
Electronic Equipment and Instruments-3.02%
Electronic Components-4.29%
Technology Distributors-6.74%
Electronic Manufacturing Services-12.15%
Industry PE
  • Investors are most optimistic about the Technology Distributors industry which is trading above its 3-year average PE ratio of 47.6x.
    • Analysts are expecting annual earnings growth of 48.8%, which is higher than its past year's earnings growth of 12.3% per year.
  • Investors are most pessimistic about the Electronic Manufacturing Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 25.4x.
Forecasted Growth
  • Analysts are most optimistic on the Technology Distributors industry, expecting annual earnings growth of 49% over the next 5 years.
  • This is better than its past earnings growth rate of 12% per year.
  • In contrast, the Electronic Components industry is expected to see its earnings grow by 34% 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
300502 Eoptolink TechnologyCN¥446.103.2%
+CN¥13.7b
385.9%PE58.9x
002916 Shennan CircuitCN¥222.537.9%
+CN¥10.9b
162.6%PE54.6x
601231 Universal Scientific Industrial (Shanghai)CN¥28.1916.5%
+CN¥8.8b
92.7%PE38.2x
600183 Shengyi TechnologyLtdCN¥64.995.0%
+CN¥7.5b
165.8%PE56.2x
603516 Beijing Tricolor TechnologyCN¥209.3013.8%
+CN¥5.1b
364.2%PE8422.9x

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