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Chinese (SSE) Semiconductors Industry Analysis

UpdatedMar 07, 2026
DataAggregated Company Financials
Companies230
  • 7D-5.3%
  • 3M14.6%
  • 1Y41.3%
  • YTD6.3%

Over the last 7 days, the Semiconductors industry has dropped 5.6%, driven by Hygon Information Technology declining 7.4%. On the other hand BIWIN Storage Technology is actually up 26%. Over the past 12 months, the industry was up 38%. Earnings are forecast to grow by 51% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Mar 2026CN¥8.2tCN¥1.3t-CN¥2,852,507,866.0090.7x-2867.1x6.4x
Mon, 02 Feb 2026CN¥8.6tCN¥1.3t-CN¥5,798,948,161.0099.9x-1481.2x6.8x
Wed, 31 Dec 2025CN¥7.4tCN¥1.3t-CN¥5,998,092,396.0080.4x-1235.9x5.9x
Fri, 28 Nov 2025CN¥6.4tCN¥1.2t-CN¥3,965,287,488.0076.6x-1617.4x5.1x
Sun, 26 Oct 2025CN¥6.8tCN¥1.2t-CN¥8,563,494,441.0080.6x-794.3x5.5x
Tue, 23 Sep 2025CN¥6.6tCN¥1.2t-CN¥9,556,242,975.0075.2x-687.9x5.3x
Thu, 21 Aug 2025CN¥5.7tCN¥1.3t-CN¥10,840,986,596.0073.6x-521.4x4.5x
Sat, 19 Jul 2025CN¥4.8tCN¥1.2t-CN¥13,929,815,767.0065.7x-347.1x3.9x
Mon, 16 Jun 2025CN¥4.5tCN¥1.2t-CN¥14,770,867,692.0060.6x-302.3x3.6x
Wed, 14 May 2025CN¥4.7tCN¥1.2t-CN¥13,529,306,560.0063.7x-348.6x3.8x
Fri, 11 Apr 2025CN¥4.5tCN¥1.3tCN¥9.1b59.7x492.9x3.5x
Sun, 09 Mar 2025CN¥5.1tCN¥1.3tCN¥8.3b68.3x621.1x4x
Tue, 04 Feb 2025CN¥4.5tCN¥1.3tCN¥15.8b63.7x284.1x3.4x
Thu, 02 Jan 2025CN¥4.6tCN¥1.3tCN¥16.1b62.2x288.9x3.5x
Sat, 30 Nov 2024CN¥4.8tCN¥1.3tCN¥15.9b64.4x301.2x3.7x
Mon, 28 Oct 2024CN¥4.7tCN¥1.4tCN¥41.4b66.2x112.4x3.4x
Wed, 25 Sep 2024CN¥3.1tCN¥1.4tCN¥41.3b45.6x75.1x2.3x
Fri, 23 Aug 2024CN¥3.2tCN¥1.4tCN¥79.3b43.7x39.9x2.2x
Sun, 21 Jul 2024CN¥3.6tCN¥1.4tCN¥76.6b49.9x46.8x2.5x
Tue, 18 Jun 2024CN¥3.7tCN¥1.4tCN¥76.6b52.6x48.1x2.6x
Thu, 16 May 2024CN¥3.5tCN¥1.4tCN¥77.2b48.7x45.4x2.5x
Sat, 13 Apr 2024CN¥3.5tCN¥1.5tCN¥126.3b48.9x27.9x2.4x
Mon, 11 Mar 2024CN¥3.9tCN¥1.5tCN¥123.6b54.9x31.5x2.7x
Wed, 07 Feb 2024CN¥3.3tCN¥1.4tCN¥125.1b44.8x26.1x2.3x
Fri, 05 Jan 2024CN¥4.0tCN¥1.4tCN¥124.1b65.7x32.3x2.8x
Sun, 03 Dec 2023CN¥4.3tCN¥1.4tCN¥124.1b70x34.3x3x
Tue, 31 Oct 2023CN¥4.3tCN¥1.4tCN¥131.6b71.1x32.5x3x
Thu, 28 Sep 2023CN¥4.2tCN¥1.4tCN¥136.8b66.9x30.9x3x
Sat, 26 Aug 2023CN¥4.1tCN¥1.4tCN¥132.8b60.6x30.9x3x
Mon, 24 Jul 2023CN¥4.7tCN¥1.3tCN¥139.6b67.4x33.4x3.5x
Wed, 21 Jun 2023CN¥5.1tCN¥1.3tCN¥140.1b69.6x36.4x3.8x
Fri, 19 May 2023CN¥4.8tCN¥1.3tCN¥137.7b64.8x35x3.7x
Sun, 16 Apr 2023CN¥5.3tCN¥12.0tCN¥1.5t71.3x3.4x0.4x
Tue, 14 Mar 2023CN¥4.7tCN¥1.1tCN¥130.1b61.7x36.4x4.2x
Price to Earnings Ratio

36.4x


Total Market Cap: CN¥4.7tTotal Earnings: CN¥130.1bTotal Revenue: CN¥1.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Semiconductors Industry Price to Earnings3Y Average -160.8x202420252026
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 3.7x is lower than the industry's current PS ratio of 6.4x.
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 4.1% 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-2.41%
Tech-4.28%
Semiconductors-5.28%
Semiconductors-4.60%
Semiconductor Equipment-7.04%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 94.0x.
    • Analysts are expecting annual earnings growth of 39.4%, which is higher than its past year's earnings decline of 1.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 56% over the next 5 years.
  • This is better than its past earnings growth rate of 15% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 39% 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
688525 BIWIN Storage TechnologyCN¥209.3326.3%
+CN¥20.3b
171.9%PE112.8x
688498 Yuanjie Semiconductor TechnologyCN¥850.9010.5%
+CN¥6.9b
561.9%PE381x
300323 BOE HC SemiTekCN¥11.9435.8%
+CN¥5.1b
53.7%PS3.7x
001309 Shenzhen Techwinsemi TechnologyCN¥271.125.9%
+CN¥3.4b
145.4%PE89.4x
002506 GCL System Integration TechnologyCN¥5.5611.0%
+CN¥3.2b
124.2%PS2x

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