Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Chinese (SSE) Semiconductor Equipment Industry Analysis

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

Advanced Micro-Fabrication Equipment China is up 7.5%, leading the way for the Semiconductor Equipment industry, which has gained 7.9%. In the same time, Xinjiang Daqo New EnergyLtd was down 5.4%. This takes the industry's 12 month performance to a gain of 76%. Looking forward, 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
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 260x 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
688012 Advanced Micro-Fabrication Equipment ChinaCN¥379.007.5%
+CN¥16.4b		101.4%PE123.6x
002371 NAURA Technology GroupCN¥523.874.4%
+CN¥16.0b		82.0%PE60.4x
688361 Skyverse TechnologyCN¥212.0016.5%
+CN¥10.5b		133.5%PE2892.8x
688037 KINGSEMICN¥227.5019.0%
+CN¥7.3b		186.2%PE538.6x
688082 ACM Research (Shanghai)CN¥212.457.5%
+CN¥7.1b		111.4%PE61.4x

Latest News

300751
CN¥257.60
Suzhou Maxwell Technologies
7D
10.2%
1Y
160.2%
688234
CN¥109.43
SICC
7D
14.0%
1Y
101.9%
688303
CN¥25.40
Xinjiang Daqo New EnergyLtd
7D
-5.4%
1Y
14.1%
688082
CN¥212.45
ACM Research (Shanghai)
7D
7.5%
1Y
111.4%

688082: Index Inclusion And Higher P/E Assumptions Will Support A Bullish Outlook

Analysts have raised their fair value estimate for ACM Research (Shanghai) from $163.50 to $250.00, reflecting updated assumptions for revenue growth, profit margins, and the future P/E multiple. What's in the News ACM Research (Shanghai), Inc is being added to the SSE 180 Index, highlighting its inclusion in a major Shanghai market benchmark (Key Developments).
688012
CN¥379.00
Advanced Micro-Fabrication Equipment China
7D
7.5%
1Y
101.4%
300812
CN¥29.13
Shenzhen Etmade Automatic Equipment
7D
-1.3%
1Y
38.1%
002371
CN¥523.87
NAURA Technology Group
7D
4.4%
1Y
82.0%
300861
CN¥15.96
Yangling Metron New Material
7D
-0.8%
1Y
18.3%
300604
CN¥138.25
Hangzhou Changchuan TechnologyLtd
7D
7.5%
1Y
208.0%
002129
CN¥8.97
TCL Zhonghuan Renewable Energy TechnologyLtd
7D
-1.8%
1Y
1.5%
688037
CN¥227.50
KINGSEMI
7D
19.0%
1Y
186.2%
688361
CN¥212.00
Skyverse Technology
7D
16.5%
1Y
133.5%
603396
CN¥37.88
Yingkou Jinchen Machinery
7D
-1.3%
1Y
46.2%
688126
CN¥22.72
National Silicon Industry Group
7D
-3.4%
1Y
27.1%
603212
CN¥14.97
Cybrid Technologies
7D
-1.6%
1Y
40.2%
688719
CN¥51.30
Xi'an Actionpower Electric
7D
-6.3%
1Y
94.9%