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Chinese (SSE) Semiconductors Industry Analysis
UpdatedMay 14, 2025
DataAggregated Company Financials
Companies220
- 7D-1.3%
- 3M-4.8%
- 1Y30.9%
- YTD4.6%
The Semiconductors is pretty flat in the last 7 days, but Xinjiang Daqo New EnergyLtd has stood out, gaining 21%. As for the the longer term, the industry is up 31% over the past 12 months. As for the next few years, earnings are expected to grow by 49% per annum.
Industry Valuation and Performance
Has the Chinese Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 14 May 2025 | CN¥4.7t | CN¥1.2t | -CN¥13,529,306,560.00 | 63.7x | -348.6x | 3.8x |
| Fri, 11 Apr 2025 | CN¥4.5t | CN¥1.3t | CN¥9.1b | 59.7x | 492.9x | 3.5x |
| Sun, 09 Mar 2025 | CN¥5.1t | CN¥1.3t | CN¥8.3b | 68.3x | 621.1x | 4x |
| Tue, 04 Feb 2025 | CN¥4.5t | CN¥1.3t | CN¥15.8b | 63.7x | 284.1x | 3.4x |
| Thu, 02 Jan 2025 | CN¥4.6t | CN¥1.3t | CN¥16.1b | 62.2x | 288.9x | 3.5x |
| Sat, 30 Nov 2024 | CN¥4.8t | CN¥1.3t | CN¥15.9b | 64.4x | 301.2x | 3.7x |
| Mon, 28 Oct 2024 | CN¥4.7t | CN¥1.4t | CN¥41.4b | 66.2x | 112.4x | 3.4x |
| Wed, 25 Sep 2024 | CN¥3.1t | CN¥1.4t | CN¥41.3b | 45.6x | 75.1x | 2.3x |
| Fri, 23 Aug 2024 | CN¥3.2t | CN¥1.4t | CN¥79.3b | 43.7x | 39.9x | 2.2x |
| Sun, 21 Jul 2024 | CN¥3.6t | CN¥1.4t | CN¥76.6b | 49.9x | 46.8x | 2.5x |
| Tue, 18 Jun 2024 | CN¥3.7t | CN¥1.4t | CN¥76.6b | 52.6x | 48.1x | 2.6x |
| Thu, 16 May 2024 | CN¥3.5t | CN¥1.4t | CN¥77.2b | 48.7x | 45.4x | 2.5x |
| Sat, 13 Apr 2024 | CN¥3.5t | CN¥1.5t | CN¥126.3b | 48.9x | 27.9x | 2.4x |
| Mon, 11 Mar 2024 | CN¥3.9t | CN¥1.5t | CN¥123.6b | 54.9x | 31.5x | 2.7x |
| Wed, 07 Feb 2024 | CN¥3.3t | CN¥1.4t | CN¥125.1b | 44.8x | 26.1x | 2.3x |
| Fri, 05 Jan 2024 | CN¥4.0t | CN¥1.4t | CN¥124.1b | 65.7x | 32.3x | 2.8x |
| Sun, 03 Dec 2023 | CN¥4.3t | CN¥1.4t | CN¥124.1b | 70x | 34.3x | 3x |
| Tue, 31 Oct 2023 | CN¥4.3t | CN¥1.4t | CN¥131.6b | 71.1x | 32.5x | 3x |
| Thu, 28 Sep 2023 | CN¥4.2t | CN¥1.4t | CN¥136.8b | 66.9x | 30.9x | 3x |
| Sat, 26 Aug 2023 | CN¥4.1t | CN¥1.4t | CN¥132.8b | 60.6x | 30.9x | 3x |
| Mon, 24 Jul 2023 | CN¥4.7t | CN¥1.3t | CN¥139.6b | 67.4x | 33.4x | 3.5x |
| Wed, 21 Jun 2023 | CN¥5.1t | CN¥1.3t | CN¥140.1b | 69.6x | 36.4x | 3.8x |
| Fri, 19 May 2023 | CN¥4.8t | CN¥1.3t | CN¥137.7b | 64.8x | 35x | 3.7x |
| Sun, 16 Apr 2023 | CN¥5.3t | CN¥12.0t | CN¥1.5t | 71.3x | 3.4x | 0.4x |
| Tue, 14 Mar 2023 | CN¥4.7t | CN¥1.1t | CN¥130.1b | 61.7x | 36.4x | 4.2x |
| Thu, 09 Feb 2023 | CN¥4.6t | CN¥982.5b | CN¥103.3b | 55.7x | 44.6x | 4.7x |
| Sat, 07 Jan 2023 | CN¥4.4t | CN¥981.9b | CN¥103.3b | 52.7x | 42.2x | 4.4x |
| Mon, 05 Dec 2022 | CN¥4.4t | CN¥972.7b | CN¥102.2b | 54.1x | 43.3x | 4.6x |
| Wed, 02 Nov 2022 | CN¥4.4t | CN¥966.5b | CN¥100.6b | 53.5x | 44.1x | 4.6x |
| Fri, 30 Sep 2022 | CN¥4.3t | CN¥878.6b | CN¥95.6b | 47.7x | 45.5x | 5x |
| Sun, 28 Aug 2022 | CN¥4.7t | CN¥755.1b | CN¥82.7b | 53.7x | 56.3x | 6.2x |
| Tue, 26 Jul 2022 | CN¥4.4t | CN¥772.2b | CN¥82.6b | 52x | 53.2x | 5.7x |
| Thu, 23 Jun 2022 | CN¥4.3t | CN¥769.8b | CN¥82.5b | 50.3x | 51.6x | 5.5x |
| Sat, 21 May 2022 | CN¥4.0t | CN¥763.7b | CN¥81.3b | 48.7x | 49.6x | 5.3x |
Price to Earnings Ratio
49.6x
Current Industry PE
- Investors are relatively neutral on the Chinese Semiconductor industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PS ratio of 3.7x.
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 18% 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 | 1.69% | |
| Tech | 0.33% | |
| Semiconductors | -1.30% | |
| Semiconductor Equipment | -1.01% | |
| Semiconductors | -1.39% | |
Industry PE
- Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 42.0x.
- Analysts are expecting annual earnings growth of 37.1%, which is higher than its past year's earnings growth of 2.0% per year.
Forecasted Growth
- Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 53% 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 37% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 688303 Xinjiang Daqo New EnergyLtd | CN¥22.25 | 21.2% +CN¥8.3b | -10.0% | PS8.9x | |
| 600438 TongweiLtd | CN¥18.35 | 10.3% +CN¥7.6b | -18.7% | PS0.9x | |
| 601012 LONGi Green Energy Technology | CN¥15.63 | 4.0% +CN¥4.5b | -17.0% | PS1.5x | |
| 688472 CSI Solar | CN¥9.98 | 13.2% +CN¥4.2b | -18.0% | PE21x | |
| 688375 Guobo Electronics | CN¥57.01 | 12.9% +CN¥3.9b | 12.7% | PE80.6x |