Narrative Update • Jun 02

Last week, the Semiconductor Equipment industry hasn't moved much but Xi'an ESWIN Material Technology is up 21% in that time. The past year has been better, since the industry has gained 108% in that time. Earnings are forecast to grow by 43% annually.
Has the Chinese Semiconductor Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 10 Jun 2026 | CN¥3.0t | CN¥291.9b | CN¥11.0b | 112.2x | 267.3x | 10.1x |
| Fri, 08 May 2026 | CN¥2.5t | CN¥291.9b | CN¥11.0b | 98x | 228.5x | 8.6x |
| Sun, 05 Apr 2026 | CN¥2.0t | CN¥286.7b | CN¥10.0b | 86.7x | 202.9x | 7.1x |
| Tue, 03 Mar 2026 | CN¥2.4t | CN¥281.9b | CN¥10.2b | 103.7x | 237.7x | 8.6x |
| Thu, 29 Jan 2026 | CN¥2.4t | CN¥280.0b | CN¥9.2b | 108.4x | 265x | 8.7x |
| Sat, 27 Dec 2025 | CN¥2.0t | CN¥279.5b | CN¥9.1b | 80.8x | 217.7x | 7.1x |
| Mon, 24 Nov 2025 | CN¥1.7t | CN¥279.5b | CN¥9.1b | 70.2x | 189.9x | 6.2x |
| Wed, 22 Oct 2025 | CN¥1.7t | CN¥269.7b | CN¥6.6b | 72.7x | 257x | 6.3x |
| Fri, 19 Sep 2025 | CN¥1.6t | CN¥269.6b | CN¥6.6b | 64.1x | 248.6x | 6.1x |
| Sun, 17 Aug 2025 | CN¥1.4t | CN¥271.0b | CN¥6.4b | 64.1x | 218.2x | 5.2x |
| Tue, 15 Jul 2025 | CN¥1.3t | CN¥269.9b | CN¥6.0b | 57.6x | 213.5x | 4.8x |
| Thu, 12 Jun 2025 | CN¥1.1t | CN¥265.2b | CN¥5.5b | 54x | 208.1x | 4.3x |
| Sat, 10 May 2025 | CN¥1.2t | CN¥266.2b | CN¥6.0b | 53.7x | 196x | 4.4x |
| Mon, 07 Apr 2025 | CN¥1.2t | CN¥272.4b | CN¥12.9b | 59.3x | 94.2x | 4.5x |
| Wed, 05 Mar 2025 | CN¥1.3t | CN¥271.8b | CN¥12.9b | 58.5x | 98.5x | 4.7x |
| Fri, 31 Jan 2025 | CN¥1.1t | CN¥269.1b | CN¥16.0b | 50.3x | 71.8x | 4.3x |
| Sun, 29 Dec 2024 | CN¥1.2t | CN¥268.5b | CN¥15.9b | 51.8x | 77.9x | 4.6x |
| Tue, 26 Nov 2024 | CN¥1.3t | CN¥268.5b | CN¥15.9b | 53.6x | 81.3x | 4.8x |
| Thu, 24 Oct 2024 | CN¥1.2t | CN¥268.5b | CN¥24.0b | 61.6x | 51.4x | 4.6x |
| Sat, 21 Sep 2024 | CN¥839.8b | CN¥268.6b | CN¥24.1b | 37.7x | 34.9x | 3.1x |
| Mon, 19 Aug 2024 | CN¥951.7b | CN¥274.9b | CN¥35.6b | 44.8x | 26.8x | 3.5x |
| Wed, 17 Jul 2024 | CN¥979.2b | CN¥273.7b | CN¥35.4b | 49.5x | 27.7x | 3.6x |
| Fri, 14 Jun 2024 | CN¥1.1t | CN¥273.7b | CN¥35.4b | 53.6x | 30.1x | 3.9x |
| Sun, 12 May 2024 | CN¥1.0t | CN¥275.1b | CN¥36.2b | 50.7x | 28.3x | 3.7x |
| Tue, 09 Apr 2024 | CN¥1.0t | CN¥276.0b | CN¥46.9b | 48.9x | 22.2x | 3.8x |
| Thu, 07 Mar 2024 | CN¥1.1t | CN¥273.2b | CN¥46.3b | 50.4x | 23.7x | 4x |
| Sat, 03 Feb 2024 | CN¥893.9b | CN¥269.3b | CN¥49.2b | 41.1x | 18.2x | 3.3x |
| Mon, 01 Jan 2024 | CN¥1.2t | CN¥269.2b | CN¥49.2b | 64.1x | 24x | 4.4x |
| Wed, 29 Nov 2023 | CN¥1.2t | CN¥262.6b | CN¥48.3b | 66.6x | 24.5x | 4.5x |
| Fri, 27 Oct 2023 | CN¥1.2t | CN¥260.0b | CN¥53.6b | 55.8x | 21.6x | 4.5x |
| Sun, 24 Sep 2023 | CN¥1.2t | CN¥258.6b | CN¥51.7b | 54.3x | 22.9x | 4.6x |
| Tue, 22 Aug 2023 | CN¥1.2t | CN¥231.8b | CN¥45.1b | 57x | 26.8x | 5.2x |
| Thu, 20 Jul 2023 | CN¥1.3t | CN¥234.1b | CN¥48.7b | 57.4x | 27.2x | 5.7x |
| Sat, 17 Jun 2023 | CN¥1.4t | CN¥231.1b | CN¥48.4b | 56.1x | 29x | 6.1x |
29x
How does Chinese Semiconductor Equipment compare with similar industries?
| CN Market | -2.10% | |
| Tech | 0.40% | |
| Semiconductors | 1.69% | |
| Semiconductor Equipment | 6.46% | |
| Semiconductors | -0.051% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 688783 Xi'an ESWIN Material Technology | CN¥46.60 | 31.9% +CN¥45.5b | n/a | PS71.8x | |
| 688126 National Silicon Industry Group | CN¥32.65 | 29.2% +CN¥24.4b | 79.8% | PS27x | |
| 688200 Beijing Huafeng Test & Control TechnologyLtd | CN¥467.46 | 19.8% +CN¥10.5b | 242.6% | PE111.4x | |
| 605358 Hangzhou Lion ElectronicsLtd | CN¥73.50 | 26.5% +CN¥10.3b | 216.3% | PS13x | |
| 300604 Hangzhou Changchuan TechnologyLtd | CN¥226.74 | 5.8% +CN¥7.9b | 449.4% | PE91.2x |