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Chinese (SSE) Semiconductors Industry Analysis

UpdatedDec 07, 2021
DataAggregated Company Financials
  • 7D-2.0%
  • 3M2.8%
  • 1Y42.5%
  • YTD30.1%

Over the last 7 days, the Semiconductors industry has remained flat, although notably Will Semiconductor gained 11%. The past year has been better, since the industry has gained 46% in that time.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Tue, 07 Dec 2021CN¥4.7tCN¥606.5bCN¥62.2b77.4x
Thu, 04 Nov 2021CN¥4.5tCN¥606.0bCN¥62.1b71.3x
Sat, 02 Oct 2021CN¥4.2tCN¥550.1bCN¥53.4b71.9x
Mon, 30 Aug 2021CN¥4.7tCN¥551.8bCN¥53.5b84.7x
Tue, 06 Jul 2021CN¥3.8tCN¥535.6bCN¥49.4b69.8x
Fri, 09 Apr 2021CN¥2.6tCN¥483.8bCN¥42.2b58.5x
Thu, 31 Dec 2020CN¥3.0tCN¥436.5bCN¥36.2b81.2x
Sun, 04 Oct 2020CN¥2.6tCN¥401.4bCN¥31.1b68.7x
Wed, 08 Jul 2020CN¥2.2tCN¥373.2bCN¥26.2b74.3x
Tue, 31 Mar 2020CN¥1.5tCN¥329.6bCN¥20.9b73.2x
Fri, 03 Jan 2020CN¥1.3tCN¥318.7bCN¥18.9b77.3x
Mon, 07 Oct 2019CN¥1.1tCN¥275.7bCN¥15.0b64.9x
Sun, 30 Jun 2019CN¥775.7bCN¥252.9bCN¥12.0b52.6x
Wed, 03 Apr 2019CN¥797.2bCN¥249.4bCN¥13.2b52.5x
Sat, 05 Jan 2019CN¥567.3bCN¥245.9bCN¥13.5b37.3x
PE Ratio


Total Market Cap: CN¥567.3bTotal Earnings: CN¥13.5bTotal Revenue: CN¥245.9b0%0%0%3 Year10 Year

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 68.2x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Semiconductor industry have grown 67% per year over the last three years, and revenues for these companies have grown 35% per year. This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

Semiconductor Equipment-2.81%

Industry PE: Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 55.5x. However analysts are expecting annual earnings growth of 25%, which is lower than the prior year's growth of 65% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Semiconductors industry. Although, investor sentiment seems to have improved given its trading above its 3-year average of 71.1x.

Forecasted Growth: Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 32% over the next 5 years. However this is lower than its past earnings growth rate of 67% per year. Meanwhile, the Semiconductor Equipment industry is expected to see its earnings grow by 25% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

603501 Will Semiconductor11.4%+CN¥26.4b36.9%PE57.4x
2459 JA Solar Technology6.6%+CN¥8.7b177.9%PE92.7x
600732 Shanghai Aiko Solar Energy8.8%+CN¥4.0b61.4%PE128.7x
688599 Trina Solar2.7%+CN¥3.9b256.4%PE97x
603986 GigaDevice Semiconductor (Beijing)3.2%+CN¥3.6b15.5%PE61.5x
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