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Chinese (SSE) Semiconductor Equipment Industry Analysis

UpdatedJan 20, 2026
DataAggregated Company Financials
Companies63
  • 7D6.1%
  • 3M29.0%
  • 1Y77.8%
  • YTDn/a

In the last week, the Semiconductor Equipment industry is up 6.1%, with Advanced Micro-Fabrication Equipment China leading the way, up 7.5%. During this same period, the Xinjiang Daqo New EnergyLtd underperformed, falling 5.4%. This means that the industry has gained 78% over the past year. As for the next few years, earnings are expected to grow by 39% per annum.

Industry Valuation and Performance

Has the Chinese Semiconductor Equipment Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 20 Jan 2026CN¥2.4tCN¥279.5bCN¥9.1b93x260.5x8.5x
Thu, 18 Dec 2025CN¥1.9tCN¥279.5bCN¥9.1b78x209.4x6.8x
Sat, 15 Nov 2025CN¥1.9tCN¥278.4bCN¥9.0b70.3x207x6.7x
Mon, 13 Oct 2025CN¥1.8tCN¥269.7bCN¥6.6b76.1x274.5x6.8x
Wed, 10 Sep 2025CN¥1.5tCN¥269.6bCN¥6.6b61.1x228.8x5.6x
Fri, 08 Aug 2025CN¥1.4tCN¥270.4bCN¥6.3b63x217.5x5x
Sun, 06 Jul 2025CN¥1.2tCN¥265.2bCN¥5.5b56.3x222.5x4.6x
Tue, 03 Jun 2025CN¥1.1tCN¥265.2bCN¥5.5b53.5x206.5x4.3x
Thu, 01 May 2025CN¥1.2tCN¥266.8bCN¥7.4b59.5x160x4.4x
Sat, 29 Mar 2025CN¥1.2tCN¥272.4bCN¥12.9b59.9x94x4.5x
Mon, 24 Feb 2025CN¥1.3tCN¥269.7bCN¥16.2b57.7x79.8x4.8x
Wed, 22 Jan 2025CN¥1.2tCN¥269.1bCN¥16.0b52x73.7x4.4x
Fri, 20 Dec 2024CN¥1.2tCN¥268.5bCN¥15.9b51.9x77.5x4.6x
Sun, 17 Nov 2024CN¥1.3tCN¥268.5bCN¥15.9b53.5x83.6x5x
Tue, 15 Oct 2024CN¥1.1tCN¥268.6bCN¥24.1b55.7x46.4x4.2x
Thu, 12 Sep 2024CN¥870.1bCN¥268.3bCN¥24.0b39.5x36.3x3.2x
Sat, 10 Aug 2024CN¥956.8bCN¥274.2bCN¥35.4b46.2x27x3.5x
Mon, 08 Jul 2024CN¥929.9bCN¥273.7bCN¥35.4b46.4x26.3x3.4x
Wed, 05 Jun 2024CN¥1.0tCN¥273.7bCN¥35.4b50.6x29.1x3.8x
Fri, 03 May 2024CN¥1.0tCN¥272.9bCN¥35.3b52.8x29.5x3.8x
Sun, 31 Mar 2024CN¥1.1tCN¥276.0bCN¥46.9b50.2x22.7x3.9x
Tue, 27 Feb 2024CN¥1.0tCN¥271.7bCN¥49.0b49x21.1x3.8x
Thu, 25 Jan 2024CN¥1.0tCN¥269.3bCN¥49.2b51.6x21.2x3.9x
Sat, 23 Dec 2023CN¥1.1tCN¥268.9bCN¥49.2b60.5x23.1x4.2x
Mon, 20 Nov 2023CN¥1.2tCN¥261.8bCN¥48.2b68.1x25.1x4.6x
Wed, 18 Oct 2023CN¥1.2tCN¥258.6bCN¥51.7b56.5x23.6x4.7x
Fri, 15 Sep 2023CN¥1.2tCN¥259.7bCN¥51.7b55.2x24.1x4.8x
Sun, 13 Aug 2023CN¥1.3tCN¥230.8bCN¥45.2b53.5x28.2x5.5x
Tue, 11 Jul 2023CN¥1.4tCN¥234.1bCN¥48.7b53.2x28.1x5.9x
Thu, 08 Jun 2023CN¥1.4tCN¥231.1bCN¥48.4b58.4x28.3x5.9x
Sat, 06 May 2023CN¥1.4tCN¥231.1bCN¥48.5b57.5x28.3x5.9x
Mon, 03 Apr 2023CN¥1.4tCN¥214.5bCN¥46.4b55.6x30.6x6.6x
Wed, 01 Mar 2023CN¥1.4tCN¥200.7bCN¥42.0b54.6x32.3x6.8x
Fri, 27 Jan 2023CN¥1.4tCN¥200.4bCN¥41.9b56.4x32.7x6.8x
Price to Earnings Ratio

32.7x


Total Market Cap: CN¥1.4tTotal Earnings: CN¥41.9bTotal Revenue: CN¥200.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Semiconductor Equipment Industry Price to Earnings3Y Average 85x202420252026
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 261x which is higher than its 3-year average PE of 85.0x.
  • The 3-year average PS ratio of 5.0x is lower than the industry's current PS ratio of 8.5x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have declined 40% per year over the last three years.
  • Meanwhile revenues for these companies have grown 12% 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-0.72%
Tech-0.60%
Semiconductors2.06%
Semiconductor Equipment6.06%
Semiconductors0.58%
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?

CompanyLast Price7D1YValuation
002371 NAURA Technology GroupCN¥514.204.9%
+CN¥17.4b
76.4%PE59.3x
688012 Advanced Micro-Fabrication Equipment ChinaCN¥364.325.3%
+CN¥11.4b
95.0%PE118.8x
688361 Skyverse TechnologyCN¥212.1818.1%
+CN¥11.4b
134.8%PE2895.3x
688234 SICCCN¥109.6020.7%
+CN¥9.1b
102.7%PE1425.2x
688082 ACM Research (Shanghai)CN¥208.1810.0%
+CN¥9.1b
108.0%PE60.2x

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