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Chinese (SSE) Semiconductors Industry Analysis

UpdatedDec 04, 2022
DataAggregated Company Financials
Companies174
  • 7D0.9%
  • 3M-6.7%
  • 1Y-28.2%
  • YTD-19.0%

The Semiconductors is pretty flat in the last 7 days, but LONGi Green Energy Technology has stood out, gaining 4.9%. Unfortunately though, the industry is down 28% over the past 12 months. Earnings are forecast to grow by 31% annually.

Industry Valuation and Performance

Has the Chinese Semiconductors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 04 Dec 2022CN„4.4tCN„972.7bCN„102.2b54.1x43.3x4.6x
Tue, 01 Nov 2022CN„4.3tCN„966.5bCN„100.6b53.3x43.1x4.5x
Thu, 29 Sep 2022CN„4.3tCN„878.6bCN„95.6b48.1x45x4.9x
Sat, 27 Aug 2022CN„4.6tCN„754.6bCN„82.6b53.8x56.3x6.2x
Mon, 25 Jul 2022CN„4.5tCN„772.2bCN„82.6b53.5x54.3x5.8x
Wed, 22 Jun 2022CN„4.3tCN„769.8bCN„82.5b50.8x51.9x5.6x
Fri, 20 May 2022CN„4.0tCN„763.7bCN„81.3b47.9x49.3x5.3x
Sun, 17 Apr 2022CN„3.6tCN„692.1bCN„72.4b51.6x49.9x5.2x
Tue, 15 Mar 2022CN„4.2tCN„679.1bCN„69.5b61.9x61x6.2x
Thu, 10 Feb 2022CN„4.1tCN„648.7bCN„63.6b64.7x64.7x6.3x
Sat, 08 Jan 2022CN„4.3tCN„611.8bCN„63.2b71x68.4x7.1x
Mon, 06 Dec 2021CN„4.8tCN„606.3bCN„62.2b81x76.7x7.9x
Wed, 03 Nov 2021CN„4.5tCN„606.0bCN„62.1b112.8x73.1x7.5x
Fri, 01 Oct 2021CN„4.2tCN„550.0bCN„53.4b72.6x78.1x7.6x
Sun, 29 Aug 2021CN„4.6tCN„551.8bCN„53.5b81.1x86.3x8.4x
Mon, 05 Jul 2021CN„3.8tCN„535.6bCN„49.4b69.8x77.8x7.2x
Thu, 08 Apr 2021CN„2.6tCN„483.8bCN„42.2b58.5x61.9x5.4x
Sun, 10 Jan 2021CN„3.0tCN„436.5bCN„36.2b81.2x82.7x6.9x
Sat, 03 Oct 2020CN„2.6tCN„401.4bCN„31.1b68.7x82.7x6.4x
Tue, 07 Jul 2020CN„2.2tCN„373.2bCN„26.2b74.3x86x6x
Fri, 10 Apr 2020CN„1.5tCN„329.6bCN„20.9b73.2x74x4.7x
Thu, 02 Jan 2020CN„1.3tCN„318.7bCN„18.9b77.3x71x4.2x
Price to Earnings Ratio

71x


Total Market Cap: CN„1.3tTotal Earnings: CN„18.9bTotal Revenue: CN„318.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Semiconductors Industry Price to Earnings3Y Average 73.5x20212022
Current Industry PE
  • Investors are pessimistic on the Chinese Semiconductor industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 43.3x which is lower than its 3-year average PE of 73.5x.
  • The 3-year average PS ratio of 6.2x is higher than the industry's current PS ratio of 4.6x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 76% per year over the last three years.
  • Revenues for these companies have grown 45% 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 Market2.50%
Tech1.62%
Semiconductors0.94%
Semiconductors1.43%
Semiconductor Equipment-0.17%
Industry PE
  • Investors are most optimistic about the Semiconductors industry even though it's trading below its 3-year average PE ratio of 73.2x.
    • Analysts are expecting annual earnings growth of 34.4%, which is higher than its past year's earnings growth of 19.4% per year.
  • Investors are most pessimistic about the Semiconductor Equipment industry, which is trading below its 3-year average of 78.8x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 34% over the next 5 years.
  • This is better than its past earnings growth rate of 19% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 24% 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
601012 LONGi Green Energy TechnologyCN„47.984.9%
+CN„17.1b
-18.3%PE29.1x
2459 JA Solar TechnologyCN„58.795.1%
+CN„6.8b
-4.5%PE34.5x
688599 Trina SolarCN„67.313.6%
+CN„5.0b
-5.9%PE47.9x
603688 Jiangsu Pacific QuartzCN„132.498.3%
+CN„3.7b
117.6%PE70.9x
688303 Xinjiang Daqo New EnergyLtdCN„53.942.3%
+CN„2.6b
-12.7%PE7.1x
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688123

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-8.7%

1Y

85.3%

2459

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5.1%

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688599

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3.6%

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-5.9%

688536

CN„322.51

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688303

CN„53.94

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2.3%

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-12.7%

688234

CN„96.49

SICC

7D

-6.0%

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n/a

603688

CN„132.49

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8.3%

1Y

117.6%

601012

CN„47.98

LONGi Green Energy Technology

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4.9%

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600732

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82.5%

300661

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SG Micro

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3.9%

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688348

CN„621.78

Yuneng Technology

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1Y

n/a