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Chinese (SSE) Semiconductors Industry Analysis

UpdatedAug 03, 2025
DataAggregated Company Financials
Companies221
  • 7D-1.0%
  • 3M4.7%
  • 1Y39.8%
  • YTD8.7%

Over the last 7 days, the Semiconductors industry has remained flat, although notably Dosilicon gained 54%. The past year has been better, since the industry has gained 40% in that time. As for the next few years, earnings are expected to grow by 47% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 03 Aug 2025CN¥5.0tCN¥1.2t-CN¥13,721,255,866.0068x-363.6x4x
Tue, 01 Jul 2025CN¥4.7tCN¥1.2t-CN¥14,586,082,808.0064.4x-325.3x3.8x
Thu, 29 May 2025CN¥4.5tCN¥1.2t-CN¥14,774,491,200.0059.2x-302.1x3.6x
Sat, 26 Apr 2025CN¥4.6tCN¥1.3tCN¥3.0b65.1x1548.4x3.6x
Mon, 24 Mar 2025CN¥4.9tCN¥1.3tCN¥9.0b66x542.4x3.8x
Wed, 19 Feb 2025CN¥4.7tCN¥1.3tCN¥15.8b65x300x3.6x
Fri, 17 Jan 2025CN¥4.5tCN¥1.3tCN¥15.7b62.3x286.8x3.4x
Sun, 15 Dec 2024CN¥4.7tCN¥1.3tCN¥16.1b66.5x295.8x3.6x
Tue, 12 Nov 2024CN¥5.2tCN¥1.3tCN¥16.7b72.8x313.3x4x
Thu, 10 Oct 2024CN¥4.5tCN¥1.4tCN¥41.3b67.7x109.3x3.3x
Sat, 07 Sep 2024CN¥3.1tCN¥1.4tCN¥41.5b47.6x74.6x2.3x
Mon, 05 Aug 2024CN¥3.4tCN¥1.4tCN¥76.7b47.6x44.9x2.4x
Wed, 03 Jul 2024CN¥3.3tCN¥1.4tCN¥76.6b48x43.6x2.4x
Fri, 31 May 2024CN¥3.6tCN¥1.4tCN¥76.4b50.6x46.9x2.5x
Sun, 28 Apr 2024CN¥3.6tCN¥1.5tCN¥117.6b48.7x30.3x2.4x
Tue, 26 Mar 2024CN¥3.8tCN¥1.5tCN¥124.8b54.4x30.4x2.6x
Thu, 22 Feb 2024CN¥3.6tCN¥1.4tCN¥127.5b49.3x27.9x2.5x
Sat, 20 Jan 2024CN¥3.8tCN¥1.4tCN¥124.5b58x30.6x2.7x
Mon, 18 Dec 2023CN¥4.1tCN¥1.4tCN¥124.1b67.5x33.1x2.9x
Wed, 15 Nov 2023CN¥4.5tCN¥1.4tCN¥124.9b75.1x35.6x3.1x
Fri, 13 Oct 2023CN¥4.3tCN¥1.4tCN¥136.8b71.2x31.8x3.1x
Sun, 10 Sep 2023CN¥4.4tCN¥1.4tCN¥136.8b72.5x32.1x3.1x
Tue, 08 Aug 2023CN¥4.6tCN¥1.3tCN¥137.1b65.3x33.9x3.4x
Thu, 06 Jul 2023CN¥4.9tCN¥1.3tCN¥138.3b70x35.4x3.7x
Sat, 03 Jun 2023CN¥4.9tCN¥1.3tCN¥138.1b69.5x35.7x3.8x
Mon, 01 May 2023CN¥4.9tCN¥1.3tCN¥133.1b66.6x37.2x3.9x
Wed, 29 Mar 2023CN¥4.7tCN¥1.2tCN¥133.7b59.6x35.3x4.1x
Fri, 24 Feb 2023CN¥4.6tCN¥985.1bCN¥103.5b56.1x44.5x4.7x
Sun, 22 Jan 2023CN¥4.6tCN¥981.9bCN¥103.3b55.1x44.9x4.7x
Tue, 20 Dec 2022CN¥4.2tCN¥980.6bCN¥103.1b51.6x41.1x4.3x
Thu, 17 Nov 2022CN¥4.5tCN¥970.6bCN¥101.6b57.1x44.8x4.7x
Sat, 15 Oct 2022CN¥4.2tCN¥880.8bCN¥96.1b47.5x44x4.8x
Mon, 12 Sep 2022CN¥4.7tCN¥873.7bCN¥94.7b53.8x49.8x5.4x
Wed, 10 Aug 2022CN¥5.0tCN¥783.7bCN¥87.0b60.7x57.1x6.3x
Price to Earnings Ratio

57.1x


Total Market Cap: CN¥5.0tTotal Earnings: CN¥87.0bTotal Revenue: CN¥783.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Semiconductors Industry Price to Earnings3Y Average 66.9x202320242025
Current Industry PE
  • Investors are optimistic on the Chinese Semiconductor industry, and appear confident in long term growth rates.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 4.0x.
Past Earnings Growth
  • Total earnings for the Semiconductor industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 17% 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 Trends

Which industries have driven the changes within the Chinese Tech industry?

CN Market-1.05%
Tech0.89%
Semiconductors-1.00%
Semiconductors-0.92%
Semiconductor Equipment-1.24%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 54.4x.
    • Analysts are expecting annual earnings growth of 39.4%, which is higher than its past year's earnings growth of 4.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 50% over the next 5 years.
  • This is better than its past earnings growth rate of 10% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 39% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
688110 DosiliconCN¥57.4053.7%
+CN¥8.7b
200.5%PS36.8x
688256 Cambricon TechnologiesCN¥689.102.3%
+CN¥6.6b
181.2%PE2219.6x
301678 HENGHUI TechnologyCN¥76.6532.3%
+CN¥4.5b
n/aPE99.4x
688172 Beijing YanDong MicroElectronicCN¥19.41-2.6%
CN¥3.7b
26.2%PS17.1x
300724 Shenzhen S.C New Energy TechnologyCN¥66.1916.3%
+CN¥3.2b
33.9%PE7.9x

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