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Chinese (SSE) Semiconductors Industry Analysis

UpdatedFeb 03, 2025
DataAggregated Company Financials
Companies217
  • 7D-2.4%
  • 3M-3.0%
  • 1Y38.1%
  • YTD0.3%

Over the last 7 days, the Semiconductors industry has dropped 2.4%, driven by a pullback from Cambricon Technologies of 6.7%. Over the past 12 months, the industry was up 38%. As for the next few years, earnings are expected to grow by 46% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 03 Feb 2025CN¥4.5tCN¥1.3tCN¥15.8b63.7x284.1x3.4x
Wed, 01 Jan 2025CN¥4.6tCN¥1.3tCN¥16.1b62.2x288.9x3.5x
Fri, 29 Nov 2024CN¥4.7tCN¥1.3tCN¥15.9b62.2x294.6x3.6x
Sun, 27 Oct 2024CN¥4.7tCN¥1.4tCN¥41.4b66.2x112.6x3.4x
Tue, 24 Sep 2024CN¥3.0tCN¥1.4tCN¥41.3b44.2x72.5x2.2x
Thu, 22 Aug 2024CN¥3.2tCN¥1.4tCN¥78.9b43.5x40.8x2.3x
Sat, 20 Jul 2024CN¥3.6tCN¥1.4tCN¥76.6b49.9x46.7x2.5x
Mon, 17 Jun 2024CN¥3.6tCN¥1.4tCN¥76.6b52.7x47.5x2.6x
Wed, 15 May 2024CN¥3.5tCN¥1.4tCN¥77.2b49.2x45.9x2.5x
Fri, 12 Apr 2024CN¥3.5tCN¥1.5tCN¥125.9b49x28x2.4x
Sun, 10 Mar 2024CN¥3.9tCN¥1.5tCN¥123.6b54.9x31.5x2.7x
Tue, 06 Feb 2024CN¥3.0tCN¥1.4tCN¥124.7b42x24.5x2.1x
Thu, 04 Jan 2024CN¥4.1tCN¥1.4tCN¥124.1b67.8x32.7x2.9x
Sat, 02 Dec 2023CN¥4.2tCN¥1.4tCN¥123.2b71x34.3x3x
Mon, 30 Oct 2023CN¥4.1tCN¥1.4tCN¥131.6b69.1x31.5x2.9x
Wed, 27 Sep 2023CN¥4.2tCN¥1.4tCN¥136.8b67.5x30.5x3x
Fri, 25 Aug 2023CN¥4.2tCN¥1.4tCN¥132.7b62.5x31.6x3.1x
Sun, 23 Jul 2023CN¥4.7tCN¥1.3tCN¥139.6b67.4x33.4x3.5x
Tue, 20 Jun 2023CN¥5.1tCN¥1.3tCN¥140.0b70.9x36.3x3.8x
Thu, 18 May 2023CN¥4.8tCN¥1.3tCN¥137.7b65.1x35x3.7x
Sat, 15 Apr 2023CN¥5.3tCN¥1.2tCN¥132.9b71.6x39.9x4.5x
Mon, 13 Mar 2023CN¥4.7tCN¥1.1tCN¥130.1b61x36.4x4.2x
Wed, 08 Feb 2023CN¥4.6tCN¥982.5bCN¥103.3b56.6x44.6x4.7x
Fri, 06 Jan 2023CN¥4.3tCN¥981.9bCN¥103.3b51.7x41.3x4.3x
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
Price to Earnings Ratio

64.7x


Total Market Cap: CN¥4.1tTotal Earnings: CN¥63.6bTotal Revenue: CN¥648.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Semiconductors Industry Price to Earnings3Y Average 65.4x202320242025
Current Industry PE
  • Investors are optimistic on the Chinese Semiconductor industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 284x which is higher than its 3-year average PE of 65.4x.
  • The 3-year average PS ratio of 3.8x is higher than the industry's current PS ratio of 3.4x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have declined 37% per year over the last three years.
  • Meanwhile revenues for these companies have grown 26% 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 Market-0.88%
Tech-2.62%
Semiconductors-2.44%
Semiconductor Equipment-1.92%
Semiconductors-2.62%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 37.1x.
    • Analysts are expecting annual earnings growth of 35.8%, which is higher than its past year's earnings growth of 13.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 50% over the next 5 years.
  • This is better than its past earnings growth rate of 12% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 36% 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
No data available
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