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Chinese (SSE) Software Industry Analysis

UpdatedJan 16, 2026
DataAggregated Company Financials
Companies142
  • 7D13.5%
  • 3M22.5%
  • 1Y43.3%
  • YTD17.1%

The Software industry is up 19% in the last week, with iFLYTEKLTD up 19%. Meanwhile, AisinoLtd actually underperformed within the industry, shrinking 6.9% in the last week. This means that the industry has gained 48% over the past year. As for the next few years, earnings are expected to grow by 52% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 16 Jan 2026CN¥2.4tCN¥283.2b-CN¥6,951,773,292.00107.5x-339.3x8.3x
Sun, 14 Dec 2025CN¥1.9tCN¥283.2b-CN¥6,951,773,292.0082.6x-273.2x6.7x
Tue, 11 Nov 2025CN¥2.0tCN¥283.3b-CN¥6,951,773,307.0087.4x-288.3x7.1x
Thu, 09 Oct 2025CN¥2.1tCN¥282.5b-CN¥7,445,501,496.0088.2x-278x7.3x
Sat, 06 Sep 2025CN¥2.0tCN¥283.7b-CN¥7,495,322,624.0087.9x-267.7x7.1x
Mon, 04 Aug 2025CN¥2.0tCN¥282.2b-CN¥7,671,299,129.00100.7x-255.2x6.9x
Wed, 02 Jul 2025CN¥1.9tCN¥282.8b-CN¥7,631,520,370.0088.1x-242.6x6.5x
Fri, 30 May 2025CN¥1.8tCN¥283.1b-CN¥7,264,817,276.0084.4x-244.4x6.3x
Sun, 27 Apr 2025CN¥1.7tCN¥283.8b-CN¥4,578,211,319.0088.9x-377.2x6.1x
Tue, 25 Mar 2025CN¥1.9tCN¥285.8b-CN¥5,326,003,280.0094.7x-353x6.6x
Thu, 20 Feb 2025CN¥2.0tCN¥284.2b-CN¥3,194,408,337.0093.7x-625.5x7x
Sat, 18 Jan 2025CN¥1.6tCN¥284.2b-CN¥3,194,408,337.0085.5x-514.8x5.8x
Mon, 16 Dec 2024CN¥1.9tCN¥284.2b-CN¥3,194,408,337.0099x-595x6.7x
Wed, 13 Nov 2024CN¥2.0tCN¥284.2b-CN¥3,196,354,368.0098.4x-611.7x6.9x
Fri, 11 Oct 2024CN¥1.6tCN¥288.0b-CN¥1,746,158,150.0078.6x-916x5.6x
Sun, 08 Sep 2024CN¥1.1tCN¥286.4b-CN¥2,091,161,884.0057x-525.9x3.8x
Tue, 06 Aug 2024CN¥1.2tCN¥288.3b-CN¥141,821,111.0056.8x-8208.2x4x
Thu, 04 Jul 2024CN¥1.2tCN¥287.5b-CN¥591,234,431.0057.9x-2034.9x4.2x
Sat, 01 Jun 2024CN¥1.3tCN¥287.6b-CN¥425,501,722.0064.1x-3093.9x4.6x
Mon, 29 Apr 2024CN¥1.4tCN¥289.6bCN¥862.3m58.4x1605.4x4.8x
Wed, 27 Mar 2024CN¥1.5tCN¥288.5bCN¥3.6b77.3x400.1x5x
Fri, 23 Feb 2024CN¥1.4tCN¥288.8bCN¥5.6b69.3x246.2x4.8x
Sun, 21 Jan 2024CN¥1.4tCN¥291.3bCN¥4.4b73.6x321.5x4.8x
Tue, 19 Dec 2023CN¥1.7tCN¥291.1bCN¥4.3b89.5x396.5x5.9x
Thu, 16 Nov 2023CN¥1.8tCN¥291.1bCN¥4.3b87.7x417.6x6.2x
Sat, 14 Oct 2023CN¥1.8tCN¥290.2bCN¥3.7b67.8x476.2x6.1x
Mon, 11 Sep 2023CN¥1.8tCN¥290.8bCN¥4.0b76.8x457.3x6.3x
Wed, 09 Aug 2023CN¥2.0tCN¥289.1bCN¥3.4b76.9x599.2x7.1x
Fri, 07 Jul 2023CN¥2.1tCN¥288.5bCN¥3.9b77.4x537.5x7.2x
Sun, 04 Jun 2023CN¥2.2tCN¥291.6bCN¥2.8b80.6x794.6x7.6x
Tue, 02 May 2023CN¥2.1tCN¥292.4bCN¥1.4b80.5x1535.3x7.3x
Thu, 30 Mar 2023CN¥2.2tCN¥295.5bCN¥6.9b88.8x324.8x7.6x
Sat, 25 Feb 2023CN¥1.9tCN¥296.6bCN¥7.3b76x261.7x6.4x
Mon, 23 Jan 2023CN¥1.9tCN¥296.4bCN¥7.3b76.2x254.1x6.2x
Price to Earnings Ratio

254.1x


Total Market Cap: CN¥1.9tTotal Earnings: CN¥7.3bTotal Revenue: CN¥296.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Software Industry Price to Earnings3Y Average -415.2x202420252026
Current Industry PE
  • Investors are optimistic on the Chinese Software industry, and appear confident in long term growth rates.
  • The 3-year average PS ratio of 6.1x is lower than the industry's current PS ratio of 8.6x.
Past Earnings Growth
  • Total earnings for the Software industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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 Market1.66%
Tech3.25%
Software13.52%
Application Software14.41%
Systems Software10.84%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Systems Software industry, expecting annual earnings growth of 66% over the next 5 years.
    • This is better than its past earnings decline of 7.2% per year.
    • In contrast, the Application Software industry is expected to see its earnings grow by 47% 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
    002230 iFLYTEKLTDCN¥63.3918.7%
    +CN¥23.0b
    31.6%PE174.4x
    601360 360 Security TechnologyCN¥13.8020.8%
    +CN¥16.7b
    35.4%PS11.5x
    688111 Beijing Kingsoft Office SoftwareCN¥360.3210.7%
    +CN¥16.1b
    31.1%PE93.6x
    300454 Sangfor TechnologiesCN¥158.5629.6%
    +CN¥15.0b
    189.9%PE94.7x
    688568 Geovis TechnologyLtdCN¥77.6627.3%
    +CN¥13.5b
    145.7%PE178x

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