Narrative Update • Jun 02
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Chinese (SSE) Semiconductor Equipment Industry Analysis
UpdatedJun 09, 2026
DataAggregated Company Financials
Companies64
- 7D-0.9%
- 3M21.0%
- 1Y107.9%
- YTDn/a
The Semiconductor Equipment is pretty flat in the last 7 days, but ACM Research (Shanghai) has stood out, gaining 14%. As for the the longer term, the industry is up 108% over the past 12 months. Looking forward, earnings are forecast to grow by 43% annually.
Industry Valuation and Performance
Has the Chinese Semiconductor Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 09 Jun 2026 | CN¥2.7t | CN¥291.9b | CN¥11.0b | 105.5x | 247.7x | 9.4x |
| Thu, 07 May 2026 | CN¥2.5t | CN¥291.9b | CN¥11.0b | 98x | 228.5x | 8.6x |
| Sat, 04 Apr 2026 | CN¥2.0t | CN¥286.7b | CN¥10.0b | 86.7x | 202.9x | 7.1x |
| Mon, 02 Mar 2026 | CN¥2.4t | CN¥281.9b | CN¥10.2b | 103.7x | 237.7x | 8.6x |
| Wed, 28 Jan 2026 | CN¥2.4t | CN¥280.0b | CN¥9.2b | 102.7x | 262.8x | 8.7x |
| Fri, 26 Dec 2025 | CN¥2.0t | CN¥279.5b | CN¥9.1b | 80.6x | 220x | 7.2x |
| Sun, 23 Nov 2025 | CN¥1.7t | CN¥279.5b | CN¥9.1b | 70.2x | 189.9x | 6.2x |
| Tue, 21 Oct 2025 | CN¥1.7t | CN¥269.7b | CN¥6.6b | 69.6x | 251.6x | 6.2x |
| Thu, 18 Sep 2025 | CN¥1.6t | CN¥269.6b | CN¥6.6b | 63.9x | 243.3x | 5.9x |
| Sat, 16 Aug 2025 | CN¥1.4t | CN¥271.0b | CN¥6.4b | 64.1x | 218.2x | 5.2x |
| Mon, 14 Jul 2025 | CN¥1.3t | CN¥269.9b | CN¥6.0b | 57.9x | 216.1x | 4.8x |
| Wed, 11 Jun 2025 | CN¥1.1t | CN¥265.2b | CN¥5.5b | 53.5x | 207.5x | 4.3x |
| Fri, 09 May 2025 | CN¥1.2t | CN¥266.2b | CN¥6.0b | 55.2x | 200.9x | 4.5x |
| Sun, 06 Apr 2025 | CN¥1.2t | CN¥272.4b | CN¥12.9b | 59.3x | 94.2x | 4.5x |
| Tue, 04 Mar 2025 | CN¥1.3t | CN¥271.8b | CN¥12.9b | 56.6x | 97.8x | 4.6x |
| Thu, 30 Jan 2025 | CN¥1.1t | CN¥269.1b | CN¥16.0b | 50.3x | 71.8x | 4.3x |
| Sat, 28 Dec 2024 | CN¥1.2t | CN¥268.5b | CN¥15.9b | 51.8x | 77.9x | 4.6x |
| Mon, 25 Nov 2024 | CN¥1.3t | CN¥268.5b | CN¥15.9b | 52.1x | 81.4x | 4.8x |
| Wed, 23 Oct 2024 | CN¥1.2t | CN¥268.6b | CN¥24.1b | 62.2x | 50.7x | 4.5x |
| Fri, 20 Sep 2024 | CN¥850.6b | CN¥268.6b | CN¥24.1b | 38.2x | 35.3x | 3.2x |
| Sun, 18 Aug 2024 | CN¥951.7b | CN¥274.9b | CN¥35.6b | 44.8x | 26.8x | 3.5x |
| Tue, 16 Jul 2024 | CN¥961.4b | CN¥273.7b | CN¥35.4b | 48.7x | 27.2x | 3.5x |
| Thu, 13 Jun 2024 | CN¥1.1t | CN¥273.7b | CN¥35.4b | 52.2x | 29.9x | 3.9x |
| Sat, 11 May 2024 | CN¥1.0t | CN¥275.1b | CN¥36.2b | 50.7x | 28.3x | 3.7x |
| Mon, 08 Apr 2024 | CN¥1.1t | CN¥276.0b | CN¥46.9b | 50.7x | 22.5x | 3.8x |
| Wed, 06 Mar 2024 | CN¥1.1t | CN¥273.2b | CN¥46.3b | 51.2x | 23.5x | 4x |
| Fri, 02 Feb 2024 | CN¥934.0b | CN¥269.3b | CN¥49.2b | 44x | 19x | 3.5x |
| Sun, 31 Dec 2023 | CN¥1.2t | CN¥269.2b | CN¥49.2b | 64.1x | 24x | 4.4x |
| Tue, 28 Nov 2023 | CN¥1.2t | CN¥262.0b | CN¥48.2b | 67x | 24.4x | 4.5x |
| Thu, 26 Oct 2023 | CN¥1.2t | CN¥261.4b | CN¥53.3b | 53.9x | 21.8x | 4.4x |
| Sat, 23 Sep 2023 | CN¥1.2t | CN¥259.7b | CN¥51.7b | 54.3x | 23.4x | 4.6x |
| Mon, 21 Aug 2023 | CN¥1.2t | CN¥231.8b | CN¥45.1b | 57.1x | 26.8x | 5.2x |
| Wed, 19 Jul 2023 | CN¥1.3t | CN¥234.1b | CN¥48.7b | 58x | 27.6x | 5.7x |
| Fri, 16 Jun 2023 | CN¥1.4t | CN¥231.1b | CN¥48.4b | 56.9x | 28.6x | 6x |
Price to Earnings Ratio
28.6x
Current Industry PE
- Investors are optimistic on the Chinese Semiconductor Equipment industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 248x which is higher than its 3-year average PE of 112x.
- The 3-year average PS ratio of 5.2x is lower than the industry's current PS ratio of 9.4x.
Past Earnings Growth
- The earnings for companies in the Semiconductor Equipment industry have declined 39% per year over the last three years.
- Meanwhile revenues for these companies have grown 8.1% 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 Comparison
How does Chinese Semiconductor Equipment compare with similar industries?
| CN Market | -3.44% | |
| Tech | -1.22% | |
| Semiconductors | -2.06% | |
| Semiconductor Equipment | -0.92% | |
| Semiconductors | -2.48% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 688783 Xi'an ESWIN Material Technology | CN¥41.33 | 21.5% +CN¥29.5b | n/a | PS63.7x | |
| 688126 National Silicon Industry Group | CN¥31.73 | 28.4% +CN¥23.2b | 77.6% | PS26.2x | |
| 688082 ACM Research (Shanghai) | CN¥263.86 | 17.2% +CN¥18.7b | 150.2% | PE101.5x | |
| 688200 Beijing Huafeng Test & Control TechnologyLtd | CN¥463.00 | 24.0% +CN¥12.1b | 236.2% | PE110.3x | |
| 605358 Hangzhou Lion ElectronicsLtd | CN¥71.17 | 32.2% +CN¥11.6b | 205.5% | PS12.6x |