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Chinese (SSE) Semiconductors Industry Analysis

UpdatedDec 23, 2025
DataAggregated Company Financials
Companies227
  • 7D0.5%
  • 3M-1.2%
  • 1Y33.1%
  • YTD34.7%

Last week, the Semiconductors industry hasn't moved much but Hygon Information Technology is up 11% in that time. As for the the longer term, the industry is up 33% over the past 12 months. Earnings are forecast to grow by 49% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 23 Dec 2025CN¥7.3tCN¥1.3t-CN¥6,328,226,195.0079.1x-1149.5x5.8x
Thu, 20 Nov 2025CN¥6.6tCN¥1.2t-CN¥3,965,287,488.0076.9x-1659.7x5.3x
Sat, 18 Oct 2025CN¥6.4tCN¥1.2t-CN¥9,458,932,717.0076.7x-676.1x5.2x
Mon, 15 Sep 2025CN¥6.3tCN¥1.2t-CN¥9,676,032,980.0073.1x-652.1x5.1x
Wed, 13 Aug 2025CN¥5.2tCN¥1.2t-CN¥11,483,327,530.0070.6x-454.7x4.2x
Fri, 11 Jul 2025CN¥4.8tCN¥1.2t-CN¥14,045,280,735.0064.8x-340.4x3.8x
Sun, 08 Jun 2025CN¥4.6tCN¥1.2t-CN¥14,794,281,075.0060.6x-310.2x3.7x
Tue, 06 May 2025CN¥4.7tCN¥1.4t-CN¥379,982,917,662.0062.2x-12.3x3.3x
Thu, 03 Apr 2025CN¥4.8tCN¥1.3tCN¥9.0b65.6x529.3x3.7x
Sat, 01 Mar 2025CN¥5.0tCN¥1.3tCN¥14.3b67.3x349.9x3.7x
Mon, 27 Jan 2025CN¥4.6tCN¥1.3tCN¥15.8b65.2x291.2x3.5x
Wed, 25 Dec 2024CN¥4.8tCN¥1.3tCN¥16.1b66.3x302x3.7x
Fri, 22 Nov 2024CN¥4.8tCN¥1.3tCN¥15.9b64x301.6x3.7x
Sun, 20 Oct 2024CN¥4.4tCN¥1.4tCN¥41.9b67.6x105.5x3.2x
Tue, 17 Sep 2024CN¥3.0tCN¥1.4tCN¥41.1b45x73.7x2.2x
Thu, 15 Aug 2024CN¥3.3tCN¥1.4tCN¥77.7b45.6x42.4x2.3x
Sat, 13 Jul 2024CN¥3.4tCN¥1.4tCN¥76.6b49.1x44.9x2.4x
Mon, 10 Jun 2024CN¥3.5tCN¥1.4tCN¥76.6b50x45.8x2.5x
Wed, 08 May 2024CN¥3.7tCN¥1.4tCN¥76.2b53x47.9x2.6x
Fri, 05 Apr 2024CN¥3.7tCN¥1.5tCN¥124.3b52.7x29.6x2.5x
Sun, 03 Mar 2024CN¥3.9tCN¥1.5tCN¥123.3b55.5x31.7x2.7x
Tue, 30 Jan 2024CN¥3.5tCN¥1.4tCN¥124.6b52.9x28.1x2.4x
Thu, 28 Dec 2023CN¥4.0tCN¥1.4tCN¥124.1b65x32.3x2.8x
Sat, 25 Nov 2023CN¥4.2tCN¥1.4tCN¥123.1b69.1x34.1x3x
Mon, 23 Oct 2023CN¥4.1tCN¥1.4tCN¥136.9b66.6x30.1x2.9x
Wed, 20 Sep 2023CN¥4.2tCN¥1.4tCN¥136.8b67.7x30.8x3x
Fri, 18 Aug 2023CN¥4.3tCN¥1.4tCN¥135.6b65.5x31.8x3.2x
Sun, 16 Jul 2023CN¥4.9tCN¥1.3tCN¥139.5b69.7x35.3x3.7x
Tue, 13 Jun 2023CN¥4.9tCN¥1.3tCN¥140.0b66.5x34.8x3.6x
Thu, 11 May 2023CN¥4.7tCN¥1.3tCN¥138.1b61.9x33.9x3.6x
Sat, 08 Apr 2023CN¥5.4tCN¥1.2tCN¥133.0b70.4x40.2x4.6x
Mon, 06 Mar 2023CN¥4.8tCN¥1.1tCN¥129.5b60.8x36.9x4.3x
Wed, 01 Feb 2023CN¥4.6tCN¥982.5bCN¥103.3b55.3x44.3x4.7x
Fri, 30 Dec 2022CN¥4.2tCN¥980.8bCN¥103.2b49.6x40.8x4.3x
Price to Earnings Ratio

40.8x


Total Market Cap: CN¥4.2tTotal Earnings: CN¥103.2bTotal Revenue: CN¥980.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Semiconductors Industry Price to Earnings3Y Average -62.4x202320242025
Current Industry PE
  • Investors are optimistic on the Chinese Semiconductor industry, and appear confident in long term growth rates.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 5.8x.
Past Earnings Growth
  • Total earnings for the Semiconductor industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 8.5% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

CN Market1.29%
Tech1.85%
Semiconductors0.49%
Semiconductor Equipment2.04%
Semiconductors-0.10%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 79.8x.
    • Analysts are expecting annual earnings growth of 41.1%, which is higher than its past year's earnings decline of 2.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 52% over the next 5 years.
  • This is better than its past earnings growth rate of 17% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 41% 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
688041 Hygon Information TechnologyCN¥219.5211.0%
+CN¥50.5b
56.0%PE215.2x
002371 NAURA Technology GroupCN¥481.428.7%
+CN¥27.9b
59.1%PE55.5x
688256 Cambricon TechnologiesCN¥1.34k4.9%
+CN¥26.2b
102.6%PE300.2x
603986 GigaDevice SemiconductorCN¥217.389.9%
+CN¥13.0b
101.3%PE107.2x
688008 Montage TechnologyCN¥121.006.5%
+CN¥8.4b
67.6%PE66.5x

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