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Chinese (SSE) Semiconductors Industry Analysis

UpdatedOct 20, 2024
DataAggregated Company Financials
Companies214
  • 7D8.4%
  • 3M22.9%
  • 1Y4.4%
  • YTD6.1%

In the last week, the Semiconductors industry is up 8.4%, with Cambricon Technologies up 29%. This means that the industry has gained 4.4% over the past year. Earnings are forecast to grow by 43% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 21 Oct 2024CN¥4.4tCN¥1.4tCN¥41.9b67.6x105.5x3.2x
Wed, 18 Sep 2024CN¥3.0tCN¥1.4tCN¥42.7b43.6x71x2.2x
Fri, 16 Aug 2024CN¥3.3tCN¥1.4tCN¥77.8b46x42.7x2.4x
Sun, 14 Jul 2024CN¥3.4tCN¥1.4tCN¥76.6b49.1x44.9x2.4x
Tue, 11 Jun 2024CN¥3.5tCN¥1.4tCN¥76.6b50x45.8x2.5x
Thu, 09 May 2024CN¥3.6tCN¥1.4tCN¥76.3b51.1x47.2x2.5x
Sat, 06 Apr 2024CN¥3.7tCN¥1.5tCN¥124.4b52.3x29.6x2.5x
Mon, 04 Mar 2024CN¥3.9tCN¥1.5tCN¥123.4b55.5x31.7x2.7x
Wed, 31 Jan 2024CN¥3.4tCN¥1.4tCN¥124.6b50.1x27.1x2.4x
Fri, 29 Dec 2023CN¥4.2tCN¥1.4tCN¥124.1b67.6x33.5x2.9x
Sun, 26 Nov 2023CN¥4.2tCN¥1.4tCN¥123.1b69.1x34.1x3x
Tue, 24 Oct 2023CN¥4.0tCN¥1.4tCN¥136.8b63.9x29.3x2.8x
Thu, 21 Sep 2023CN¥4.2tCN¥1.4tCN¥136.8b67.2x30.4x2.9x
Sat, 19 Aug 2023CN¥4.3tCN¥1.4tCN¥135.4b64.4x31.6x3.1x
Mon, 17 Jul 2023CN¥4.9tCN¥1.3tCN¥139.5b69.7x35.3x3.7x
Wed, 14 Jun 2023CN¥5.0tCN¥1.3tCN¥140.0b67.5x35.4x3.7x
Fri, 12 May 2023CN¥4.7tCN¥1.3tCN¥137.9b62.8x34x3.6x
Sun, 09 Apr 2023CN¥5.4tCN¥1.2tCN¥130.8b71.8x40.9x4.6x
Tue, 07 Mar 2023CN¥4.9tCN¥1.1tCN¥129.3b62.5x37.7x4.3x
Thu, 02 Feb 2023CN¥4.6tCN¥982.5bCN¥103.3b56.3x44.9x4.7x
Sat, 31 Dec 2022CN¥4.2tCN¥980.8bCN¥103.2b49.6x40.6x4.3x
Mon, 28 Nov 2022CN¥4.4tCN¥971.0bCN¥101.7b53.7x42.9x4.5x
Wed, 26 Oct 2022CN¥4.3tCN¥891.3bCN¥97.5b49.6x43.9x4.8x
Fri, 23 Sep 2022CN¥4.4tCN¥877.0bCN¥95.2b50.2x46.6x5.1x
Sun, 21 Aug 2022CN¥5.0tCN¥796.5bCN¥89.0b58x56.1x6.3x
Tue, 19 Jul 2022CN¥4.5tCN¥772.2bCN¥82.6b53.8x53.9x5.8x
Thu, 16 Jun 2022CN¥4.2tCN¥769.8bCN¥82.5b48.7x50.6x5.4x
Sat, 14 May 2022CN¥3.8tCN¥763.6bCN¥81.3b44.8x46.4x4.9x
Mon, 11 Apr 2022CN¥3.8tCN¥686.0bCN¥71.7b58.2x52.7x5.5x
Wed, 09 Mar 2022CN¥4.3tCN¥671.0bCN¥67.0b62.6x63.8x6.4x
Fri, 04 Feb 2022CN¥4.2tCN¥648.7bCN¥63.6b63.2x65.5x6.4x
Sun, 02 Jan 2022CN¥4.7tCN¥610.7bCN¥62.9b76.8x74.9x7.7x
Tue, 30 Nov 2021CN¥4.8tCN¥606.0bCN¥62.1b80.7x76.7x7.9x
Thu, 28 Oct 2021CN¥4.3tCN¥570.0bCN¥57.4b70.4x75.1x7.6x
Price to Earnings Ratio

75.1x


Total Market Cap: CN¥4.3tTotal Earnings: CN¥57.4bTotal Revenue: CN¥570.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Semiconductors Industry Price to Earnings3Y Average 46.5x202220232024
Current Industry PE
  • Investors are optimistic on the Chinese Semiconductor industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 106x which is higher than its 3-year average PE of 46.5x.
  • The 3-year average PS ratio of 4.2x is higher than the industry's current PS ratio of 3.2x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have declined 9.4% per year over the last three years.
  • Meanwhile revenues for these companies have grown 34% 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 Market2.67%
Tech7.80%
Semiconductors8.36%
Semiconductors8.78%
Semiconductor Equipment7.26%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 54.5x.
    • Analysts are expecting annual earnings growth of 47.6%, which is higher than its past year's earnings decline of 3.2% per year.
  • Investors are most pessimistic about the Semiconductor Equipment industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 36.4x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 48% over the next 5 years.
  • This is better than its past earnings decline of 3.2% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 33% 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
688256 Cambricon TechnologiesCN¥429.7129.0%
+CN¥40.2b
217.0%PS270.9x
688041 Hygon Information TechnologyCN¥132.997.5%
+CN¥21.6b
124.6%PE163.8x
002371 NAURA Technology GroupCN¥401.169.7%
+CN¥18.8b
67.3%PE43.7x
688012 Advanced Micro-Fabrication Equipment ChinaCN¥185.6510.1%
+CN¥10.6b
16.4%PE88.8x
688047 Loongson TechnologyCN¥151.0021.2%
+CN¥10.6b
71.2%PS144.9x
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