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Chinese (SSE) Semiconductors Industry Analysis

UpdatedJun 05, 2023
DataAggregated Company Financials
Companies148
  • 7D-1.4%
  • 3M-3.2%
  • 1Y-14.4%
  • YTD2.9%

In the last week, the Semiconductors industry is down 1.4% with Trina Solar down the most at 19%. Meanwhile, BIWIN Storage Technology actually outperformed within the industry, gaining 24% in the last week. However, the industry is down 14% over the past year. As for the next few years, earnings are expected to grow by 38% per annum.

Industry Valuation and Performance

Has the Chinese Semiconductors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 05 Jun 2023CN¥3.5tCN¥1.1tCN¥89.5b75x39.5x3.3x
Wed, 03 May 2023CN¥3.5tCN¥1.0tCN¥85.1b70.2x40.9x3.4x
Fri, 31 Mar 2023CN¥3.5tCN¥944.0bCN¥86.8b67.5x40.5x3.7x
Sun, 26 Feb 2023CN¥3.2tCN¥784.8bCN¥61.3b57.4x52.6x4.1x
Tue, 24 Jan 2023CN¥3.3tCN¥782.1bCN¥61.4b55.4x53.2x4.2x
Thu, 22 Dec 2022CN¥2.9tCN¥781.0bCN¥61.3b50.4x47.4x3.7x
Sat, 19 Nov 2022CN¥3.2tCN¥775.7bCN¥60.1b56.9x52.5x4.1x
Mon, 17 Oct 2022CN¥3.0tCN¥710.6bCN¥61.6b45.5x48x4.2x
Wed, 14 Sep 2022CN¥3.3tCN¥705.7bCN¥60.7b52.9x53.6x4.6x
Fri, 12 Aug 2022CN¥3.5tCN¥633.9bCN¥56.1b59.6x62.4x5.5x
Sun, 10 Jul 2022CN¥3.3tCN¥626.6bCN¥55.2b52x59x5.2x
Tue, 07 Jun 2022CN¥3.1tCN¥621.7bCN¥54.3b53.2x58x5.1x
Thu, 05 May 2022CN¥2.6tCN¥620.2bCN¥54.0b41.6x47.7x4.2x
Sat, 02 Apr 2022CN¥2.9tCN¥563.8bCN¥49.7b62.3x58.8x5.2x
Mon, 28 Feb 2022CN¥3.2tCN¥547.9bCN¥45.8b71.6x70.5x5.9x
Wed, 26 Jan 2022CN¥3.1tCN¥505.1bCN¥43.7b65.2x70.9x6.1x
Fri, 24 Dec 2021CN¥3.4tCN¥500.3bCN¥44.1b76.7x76.1x6.7x
Sun, 21 Nov 2021CN¥3.4tCN¥498.4bCN¥43.9b75.8x77.8x6.8x
Tue, 19 Oct 2021CN¥3.0tCN¥460.9bCN¥39.2b76.6x77.6x6.6x
Thu, 16 Sep 2021CN¥3.1tCN¥486.7bCN¥40.8b74.8x74.8x6.3x
Sat, 14 Aug 2021CN¥3.1tCN¥479.4bCN¥39.8b74.9x79x6.6x
Wed, 09 Jun 2021CN¥2.5tCN¥434.8bCN¥34.1b70.5x72.1x5.7x
Tue, 02 Mar 2021CN¥2.3tCN¥394.5bCN¥29.4b73.1x79.4x5.9x
Fri, 04 Dec 2020CN¥2.2tCN¥361.8bCN¥25.6b81.1x84.9x6x
Mon, 07 Sep 2020CN¥2.0tCN¥344.9bCN¥21.0b91.7x95x5.8x
Price to Earnings Ratio

77.6x


Total Market Cap: CN¥1.7tTotal Earnings: CN¥22.2bTotal Revenue: CN¥340.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Semiconductors Industry Price to Earnings3Y Average 66.4x202120222023
Current Industry PE
  • Investors are pessimistic on the Chinese Semiconductors industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 39.5x which is lower than its 3-year average PE of 66.4x.
  • The 3-year average PS ratio of 5.3x is higher than the industry's current PS ratio of 3.3x.
Past Earnings Growth
  • The earnings for companies in the Semiconductors industry have grown 72% per year over the last three years.
  • Revenues for these companies have grown 52% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Chinese Semiconductors compare with similar industries?

CN Market0.56%
Tech2.46%
Semiconductors-1.55%
Semiconductors-1.38%
Semiconductor Equipment-1.97%
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
688525 BIWIN Storage TechnologyCN¥99.2830.2%
+CN¥9.9b
n/aPS15.8x
600703 Sanan OptoelectronicsLtdCN¥19.588.5%
+CN¥7.6b
-9.8%PE206.4x
688256 Cambricon TechnologiesCN¥230.324.9%
+CN¥4.7b
235.3%PS129x
688099 Amlogic (Shanghai)LtdCN¥94.0210.6%
+CN¥3.8b
-15.8%PE80.4x
688153 Vanchip (Tianjin) TechnologyCN¥74.1312.7%
+CN¥3.4b
31.6%PS17.3x
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Latest News

688599

CN¥36.97

Trina Solar

7D

-8.3%

1Y

-43.9%

2459

CN¥34.94

JA Solar Technology

7D

-7.6%

1Y

-29.2%

603986

CN¥107.00

GigaDevice Semiconductor (Beijing)

7D

-4.6%

1Y

-25.7%

300613

CN¥65.69

Shanghai Fullhan Microelectronics

7D

14.5%

1Y

0.1%

688223

CN¥11.97

Jinko Solar

7D

-3.0%

1Y

-22.7%

688099

CN¥94.02

Amlogic (Shanghai)Ltd

7D

10.6%

1Y

-15.8%

688256

CN¥230.32

Cambricon Technologies

7D

4.9%

1Y

235.3%

688220

CN¥80.72

ASR Microelectronics

7D

6.5%

1Y

9.1%

601012

CN¥28.41

LONGi Green Energy Technology

7D

-6.1%

1Y

-53.1%

600703

CN¥19.58

Sanan OptoelectronicsLtd

7D

8.5%

1Y

-9.8%

688153

CN¥74.13

Vanchip (Tianjin) Technology

7D

12.7%

1Y

31.6%

688047

CN¥150.49

Loongson Technology

7D

-6.9%

1Y

n/a

600438

CN¥33.24

TongweiLtd

7D

-11.8%

1Y

-32.4%

688484

CN¥45.10

Southchip Semiconductor Technology(Shanghai)

7D

11.3%

1Y

n/a

688041

CN¥83.50

Hygon Information Technology

7D

-3.3%

1Y

n/a