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Chinese (SSE) Semiconductors Industry Analysis

UpdatedJul 13, 2025
DataAggregated Company Financials
Companies222
  • 7D1.9%
  • 3M1.6%
  • 1Y35.5%
  • YTD5.0%

Over the last 7 days, the Semiconductors industry has remained flat, although notably TongweiLtd gained 11%. As for the the longer term, the industry is up 35% over the past 12 months. As for the next few years, earnings are expected to grow by 47% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 13 Jul 2025CN¥4.8tCN¥1.2t-CN¥14,045,280,735.0064.6x-344.7x3.9x
Tue, 10 Jun 2025CN¥4.6tCN¥1.2t-CN¥14,792,545,162.0062.2x-311.4x3.7x
Thu, 08 May 2025CN¥4.8tCN¥1.2t-CN¥13,212,846,125.0063.8x-360.7x3.8x
Sat, 05 Apr 2025CN¥4.7tCN¥1.3tCN¥9.0b65.9x523.8x3.7x
Mon, 03 Mar 2025CN¥5.0tCN¥1.3tCN¥13.8b65.9x362.8x3.7x
Wed, 29 Jan 2025CN¥4.5tCN¥1.3tCN¥15.8b63.7x284.1x3.4x
Fri, 27 Dec 2024CN¥4.9tCN¥1.3tCN¥16.1b67.4x305.6x3.7x
Sun, 24 Nov 2024CN¥4.6tCN¥1.3tCN¥15.9b61.1x288.1x3.5x
Tue, 22 Oct 2024CN¥4.6tCN¥1.4tCN¥41.9b67.6x108.7x3.3x
Thu, 19 Sep 2024CN¥3.0tCN¥1.4tCN¥41.4b44x72.3x2.2x
Sat, 17 Aug 2024CN¥3.3tCN¥1.4tCN¥77.9b45.7x42.6x2.3x
Mon, 15 Jul 2024CN¥3.4tCN¥1.4tCN¥76.6b49.1x44.9x2.4x
Wed, 12 Jun 2024CN¥3.5tCN¥1.4tCN¥76.6b52.1x46.2x2.5x
Fri, 10 May 2024CN¥3.7tCN¥1.4tCN¥77.1b52.7x47.8x2.6x
Sun, 07 Apr 2024CN¥3.7tCN¥1.5tCN¥124.4b52.3x29.6x2.5x
Tue, 05 Mar 2024CN¥3.9tCN¥1.5tCN¥123.5b55.7x31.8x2.7x
Thu, 01 Feb 2024CN¥3.3tCN¥1.4tCN¥124.6b47.8x26.2x2.3x
Sat, 30 Dec 2023CN¥4.2tCN¥1.4tCN¥124.1b68.3x33.8x2.9x
Mon, 27 Nov 2023CN¥4.2tCN¥1.4tCN¥123.1b69.1x34.1x3x
Wed, 25 Oct 2023CN¥4.1tCN¥1.4tCN¥136.0b65.6x30x2.9x
Fri, 22 Sep 2023CN¥4.1tCN¥1.4tCN¥136.8b66.6x30.2x2.9x
Sun, 20 Aug 2023CN¥4.3tCN¥1.4tCN¥134.8b64.4x31.7x3.1x
Tue, 18 Jul 2023CN¥4.9tCN¥1.3tCN¥139.5b68.9x34.9x3.6x
Thu, 15 Jun 2023CN¥4.9tCN¥1.3tCN¥140.0b70.3x35.1x3.7x
Sat, 13 May 2023CN¥4.6tCN¥1.3tCN¥137.9b61.2x33.5x3.6x
Mon, 10 Apr 2023CN¥5.4tCN¥1.2tCN¥130.8b71.8x40.9x4.6x
Wed, 08 Mar 2023CN¥4.9tCN¥1.1tCN¥129.3b60.2x37.7x4.3x
Fri, 03 Feb 2023CN¥4.7tCN¥982.5bCN¥103.3b56.3x45.4x4.8x
Sun, 01 Jan 2023CN¥4.2tCN¥981.9bCN¥103.3b49.8x40.7x4.3x
Tue, 29 Nov 2022CN¥4.3tCN¥971.0bCN¥101.7b52.9x42.4x4.4x
Thu, 27 Oct 2022CN¥4.4tCN¥891.6bCN¥97.4b51x45.4x5x
Sat, 24 Sep 2022CN¥4.3tCN¥877.5bCN¥95.3b49.3x45.4x4.9x
Mon, 22 Aug 2022CN¥5.0tCN¥798.0bCN¥89.1b56.8x56x6.3x
Wed, 20 Jul 2022CN¥4.5tCN¥772.2bCN¥82.6b53.8x53.9x5.8x
Price to Earnings Ratio

53.9x


Total Market Cap: CN¥4.5tTotal Earnings: CN¥82.6bTotal Revenue: CN¥772.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Semiconductors Industry Price to Earnings3Y Average 74.8x202320242025
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 3.6x.
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 17% 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 Market1.68%
Tech1.87%
Semiconductors1.85%
Semiconductors1.94%
Semiconductor Equipment1.60%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 51.4x.
    • Analysts are expecting annual earnings growth of 39.8%, which is higher than its past year's earnings growth of 4.6% 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 40% 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
600438 TongweiLtdCN¥20.3911.1%
+CN¥8.9b
17.4%PS1x
601012 LONGi Green Energy TechnologyCN¥16.254.4%
+CN¥5.1b
14.6%PS1.6x
688041 Hygon Information TechnologyCN¥137.431.4%
+CN¥4.3b
94.7%PE148.4x
002459 JA Solar TechnologyCN¥11.7412.6%
+CN¥4.3b
11.8%PS0.6x
688279 Fortior Technology (Shenzhen)CN¥185.46-1.7%
CN¥3.2b
88.2%PE92.6x

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