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Chinese (SSE) Electronic Equipment and Components Industry Analysis

UpdatedJan 09, 2026
DataAggregated Company Financials
Companies403
  • 7D2.3%
  • 3M3.3%
  • 1Y68.1%
  • YTD0.03%

In the last week, the Electronic Equipment and Components industry is up 2.3%, with Lens Technology up 28%. During this same period, the Eoptolink Technology underperformed, falling 7.6%. In the last 12 months, the industry was up 68%. As for the next few years, earnings are expected to grow by 34% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 09 Jan 2026CN¥8.9tCN¥3.5tCN¥154.1b58.2x57.6x2.6x
Sun, 07 Dec 2025CN¥8.2tCN¥3.4tCN¥153.3b53.4x53.7x2.4x
Tue, 04 Nov 2025CN¥8.7tCN¥3.4tCN¥153.3b56.1x57.1x2.5x
Thu, 02 Oct 2025CN¥8.4tCN¥3.3tCN¥136.1b62.3x61.5x2.5x
Sat, 30 Aug 2025CN¥7.8tCN¥3.3tCN¥135.5b61.4x57.5x2.4x
Mon, 28 Jul 2025CN¥6.0tCN¥3.2tCN¥124.1b53.4x48.3x1.9x
Wed, 25 Jun 2025CN¥5.2tCN¥3.2tCN¥123.9b49.1x42.3x1.7x
Fri, 23 May 2025CN¥4.9tCN¥3.1tCN¥124.6b46.2x39.7x1.6x
Sun, 20 Apr 2025CN¥4.7tCN¥3.1tCN¥122.5b44.8x38.4x1.5x
Tue, 18 Mar 2025CN¥5.7tCN¥3.0tCN¥126.2b54.2x45.4x1.9x
Thu, 13 Feb 2025CN¥5.6tCN¥3.0tCN¥123.6b51.5x45.1x1.9x
Sat, 11 Jan 2025CN¥4.9tCN¥3.0tCN¥123.4b44x39.5x1.6x
Mon, 09 Dec 2024CN¥5.3tCN¥3.0tCN¥123.0b49.3x42.8x1.8x
Wed, 06 Nov 2024CN¥5.4tCN¥3.0tCN¥122.7b46.1x44x1.8x
Fri, 04 Oct 2024CN¥4.9tCN¥2.9tCN¥119.4b43.1x41.3x1.7x
Sun, 01 Sep 2024CN¥4.2tCN¥2.9tCN¥119.2b37x34.9x1.4x
Tue, 30 Jul 2024CN¥4.2tCN¥2.8tCN¥116.3b37.1x36.5x1.5x
Thu, 27 Jun 2024CN¥4.3tCN¥2.8tCN¥117.1b40.1x37x1.6x
Sat, 25 May 2024CN¥4.3tCN¥2.8tCN¥116.8b40.5x37x1.6x
Mon, 22 Apr 2024CN¥4.1tCN¥2.7tCN¥108.5b38x38.1x1.5x
Wed, 20 Mar 2024CN¥4.7tCN¥2.7tCN¥100.9b40.2x46.1x1.7x
Fri, 16 Feb 2024CN¥3.8tCN¥2.7tCN¥100.6b32.7x37.6x1.4x
Sun, 14 Jan 2024CN¥4.2tCN¥2.7tCN¥99.1b43.4x42x1.6x
Tue, 12 Dec 2023CN¥4.7tCN¥2.7tCN¥99.0b46.7x47x1.7x
Thu, 09 Nov 2023CN¥4.7tCN¥2.7tCN¥98.9b45.6x48x1.7x
Sat, 07 Oct 2023CN¥4.6tCN¥2.7tCN¥97.5b42.9x47.5x1.7x
Mon, 04 Sep 2023CN¥4.6tCN¥2.6tCN¥96.9b42.5x47.8x1.8x
Wed, 02 Aug 2023CN¥4.8tCN¥2.6tCN¥102.2b43.9x46.8x1.9x
Fri, 30 Jun 2023CN¥4.8tCN¥2.6tCN¥101.7b46.5x47.4x1.9x
Sun, 28 May 2023CN¥4.6tCN¥2.6tCN¥101.7b44.3x45.1x1.8x
Tue, 25 Apr 2023CN¥4.7tCN¥2.6tCN¥111.8b38.5x42x1.8x
Thu, 23 Mar 2023CN¥4.7tCN¥2.6tCN¥123.8b39.2x37.6x1.8x
Sat, 18 Feb 2023CN¥4.4tCN¥2.6tCN¥124.1b37.2x35.2x1.7x
Mon, 16 Jan 2023CN¥4.0tCN¥2.6tCN¥123.7b34.2x32.5x1.6x
Price to Earnings Ratio

32.5x


Total Market Cap: CN¥4.0tTotal Earnings: CN¥123.7bTotal Revenue: CN¥2.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Electronic Equipment and Components Industry Price to Earnings3Y Average 43.8x202420252026
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 57.6x which is higher than its 3-year average PE of 43.8x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 7.6% 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 Market3.96%
Tech5.51%
Electronic Equipment and Components2.27%
Technology Distributors7.70%
Electronic Equipment and Instruments4.18%
Electronic Components1.83%
Electronic Manufacturing Services-0.25%
Industry PE
  • Investors are most optimistic about the Technology Distributors industry which is trading above its 3-year average PE ratio of 49.1x.
    • Analysts are expecting annual earnings growth of 48.3%, 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 26.1x.
Forecasted Growth
  • Analysts are most optimistic on the Technology Distributors industry, expecting annual earnings growth of 48% 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 33% 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
300433 Lens TechnologyCN¥38.6927.8%
+CN¥44.4b
68.7%PE49.8x
302132 AVIC Chengdu AircraftCN¥86.058.9%
+CN¥18.8b
30.5%PS50.1x
300475 Shannon Semiconductor TechnologyLtdCN¥165.0014.3%
+CN¥9.6b
528.6%PE296x
002600 Lingyi iTech (Guangdong)CN¥16.667.2%
+CN¥8.1b
122.7%PE53x
000725 BOE Technology GroupCN¥4.414.8%
+CN¥7.5b
5.0%PE25.2x

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