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Chinese (SSE) Semiconductor Equipment Industry Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies64
  • 7D-2.3%
  • 3M3.9%
  • 1Y51.6%
  • YTDn/a

Over the last 7 days, the Semiconductor Equipment industry has dropped 2.3%, driven by pullbacks in Xi'an ESWIN Material Technology and Advanced Micro-Fabrication Equipment China of 8.6% and 4.0%, respectively. On the other hand Suzhou Maxwell Technologies is actually up 9.6%. In the past year, the industry has gained 52%. Earnings are forecast to grow by 39% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 25 Mar 2026CN¥2.1tCN¥284.9bCN¥9.7b82.7x216.8x7.4x
Fri, 20 Feb 2026CN¥2.4tCN¥280.0bCN¥9.2b94.8x254.3x8.4x
Sun, 18 Jan 2026CN¥2.4tCN¥279.5bCN¥9.1b95.4x260.2x8.5x
Tue, 16 Dec 2025CN¥1.9tCN¥279.5bCN¥9.1b79.7x210.2x6.9x
Thu, 13 Nov 2025CN¥1.9tCN¥278.4bCN¥9.0b70.9x208.9x6.7x
Sat, 11 Oct 2025CN¥1.8tCN¥269.7bCN¥6.6b76.1x274.5x6.8x
Mon, 08 Sep 2025CN¥1.5tCN¥269.7bCN¥6.6b62.6x232x5.6x
Wed, 06 Aug 2025CN¥1.4tCN¥270.4bCN¥6.3b60.5x216x5x
Fri, 04 Jul 2025CN¥1.2tCN¥265.2bCN¥5.5b57.1x220.9x4.6x
Sun, 01 Jun 2025CN¥1.1tCN¥265.2bCN¥5.5b53.5x206.5x4.3x
Tue, 29 Apr 2025CN¥1.2tCN¥272.0bCN¥9.3b57.7x125.7x4.3x
Thu, 27 Mar 2025CN¥1.2tCN¥272.4bCN¥12.9b59.8x95.7x4.5x
Sat, 22 Feb 2025CN¥1.3tCN¥269.7bCN¥16.1b55.5x80x4.8x
Mon, 20 Jan 2025CN¥1.2tCN¥269.1bCN¥16.0b50.3x74.5x4.4x
Wed, 18 Dec 2024CN¥1.2tCN¥268.5bCN¥15.9b51.3x76.8x4.5x
Fri, 15 Nov 2024CN¥1.4tCN¥268.5bCN¥15.9b56.1x88.8x5.3x
Sun, 13 Oct 2024CN¥1.1tCN¥268.6bCN¥24.1b55.7x46.4x4.2x
Tue, 10 Sep 2024CN¥872.3bCN¥269.3bCN¥24.2b42x36x3.2x
Thu, 08 Aug 2024CN¥960.9bCN¥273.8bCN¥35.4b46.5x27.2x3.5x
Sat, 06 Jul 2024CN¥929.9bCN¥273.7bCN¥35.4b46.4x26.3x3.4x
Mon, 03 Jun 2024CN¥1.0tCN¥273.7bCN¥35.4b51.5x28.6x3.7x
Wed, 01 May 2024CN¥1.0tCN¥275.3bCN¥38.6b50.9x27.1x3.8x
Fri, 29 Mar 2024CN¥1.1tCN¥275.9bCN¥46.9b49.7x22.6x3.8x
Sun, 25 Feb 2024CN¥1.0tCN¥271.7bCN¥49.0b49.2x21x3.8x
Tue, 23 Jan 2024CN¥1.0tCN¥269.3bCN¥49.2b49.8x21.3x3.9x
Thu, 21 Dec 2023CN¥1.1tCN¥268.9bCN¥49.2b59.7x22.8x4.2x
Sat, 18 Nov 2023CN¥1.2tCN¥261.8bCN¥48.2b68.1x25.1x4.6x
Mon, 16 Oct 2023CN¥1.2tCN¥258.6bCN¥51.7b56.5x23.6x4.7x
Wed, 13 Sep 2023CN¥1.3tCN¥258.6bCN¥51.7b57.9x24.3x4.9x
Fri, 11 Aug 2023CN¥1.3tCN¥231.0bCN¥45.3b54.3x28.7x5.6x
Sun, 09 Jul 2023CN¥1.4tCN¥234.1bCN¥48.7b53.2x27.9x5.8x
Tue, 06 Jun 2023CN¥1.4tCN¥231.1bCN¥48.4b59.6x29.1x6.1x
Thu, 04 May 2023CN¥1.4tCN¥230.5bCN¥48.5b59.7x29.6x6.2x
Sat, 01 Apr 2023CN¥1.4tCN¥213.8bCN¥46.5b55.6x30.5x6.6x
Price to Earnings Ratio

30.5x


Total Market Cap: CN¥1.4tTotal Earnings: CN¥46.5bTotal Revenue: CN¥213.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Semiconductor Equipment Industry Price to Earnings3Y Average 97.3x202420252026
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 217x which is higher than its 3-year average PE of 97.3x.
  • The 3-year average PS ratio of 5.1x is lower than the industry's current PS ratio of 7.4x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have declined 41% per year over the last three years.
  • Meanwhile revenues for these companies have grown 10% 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-4.62%
Tech-3.32%
Semiconductors-3.47%
Semiconductor Equipment-2.28%
Semiconductors-3.91%
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
300751 Suzhou Maxwell TechnologiesCN¥294.0510.1%
+CN¥7.5b		240.1%PE98.6x
688072 PiotechCN¥368.236.7%
+CN¥6.5b		113.8%PE111.4x
300724 Shenzhen S.C New Energy TechnologyCN¥127.306.5%
+CN¥2.7b		95.2%PE12.9x
603806 Hangzhou First Applied MaterialCN¥18.793.6%
+CN¥1.7b		27.8%PE66.4x
688726 LAPLACE Renewable Energy TechnologyCN¥65.905.6%
+CN¥1.4b		42.8%PE43.6x

Latest News

688630
CN¥185.18
Circuit Fabology Microelectronics EquipmentLtd
7D
4.4%
1Y
163.8%
688082
CN¥149.84
ACM Research (Shanghai)
7D
-3.9%
1Y
46.2%

688082: Index Inclusion Will Support Future Upside As Core Assumptions Hold

Analysts have maintained their CN¥222.50 price target for ACM Research (Shanghai), indicating only very small adjustments in discount rate, revenue growth, profit margin and future P/E assumptions, rather than any change in their overall view of the shares. Valuation Changes CN¥ Fair Value: Unchanged at CN¥222.50, indicating no revision to the central valuation estimate.
688012
CN¥311.58
Advanced Micro-Fabrication Equipment China
7D
-2.9%
1Y
65.3%
300724
CN¥127.30
Shenzhen S.C New Energy Technology
7D
6.5%
1Y
95.2%
300751
CN¥294.05
Suzhou Maxwell Technologies
7D
10.1%
1Y
240.1%
688719
CN¥42.00
Xi'an Actionpower Electric
7D
11.3%
1Y
34.3%
688729
CN¥22.38
Beijing E-Town Semiconductor Technology
7D
-7.1%
1Y
n/a
688727
CN¥48.61
Xiamen Hengkun New Materials Technology
7D
-9.6%
1Y
n/a
688726
CN¥65.90
LAPLACE Renewable Energy Technology
7D
5.6%
1Y
42.8%
688126
CN¥17.76
National Silicon Industry Group
7D
-5.8%
1Y
-3.9%
688072
CN¥368.23
Piotech
7D
6.7%
1Y
113.8%
688120
CN¥166.80
Hwatsing Technology
7D
-4.8%
1Y
45.8%
603806
CN¥18.79
Hangzhou First Applied Material
7D
3.6%
1Y
27.8%
002371
CN¥464.20
NAURA Technology Group
7D
0.4%
1Y
46.5%
300604
CN¥124.14
Hangzhou Changchuan TechnologyLtd
7D
-3.5%
1Y
193.2%
688783
CN¥22.05
Xi'an ESWIN Material Technology
7D
-9.1%
1Y
n/a