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Chinese (SSE) Telecom Sector Analysis

UpdatedMar 27, 2026
DataAggregated Company Financials
Companies140
  • 7D-5.8%
  • 3M-2.0%
  • 1Y11.2%
  • YTD-8.4%

Over the last 7 days, the Telecom industry has dropped 5.4%, driven by a pullback from China United Network Communications of 9.5%. On the other hand Guangdong Guangzhou Daily Media is actually up 5.6%. Over the past 12 months, the industry was up 13%. As for the next few years, earnings are expected to grow by 36% per annum.

Sector Valuation and Performance

Has the Chinese Telecom Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 27 Mar 2026CN¥2.0tCN¥927.5bCN¥33.8b54.8x59.7x2.2x
Sun, 22 Feb 2026CN¥2.4tCN¥927.6bCN¥34.2b64.6x71x2.6x
Tue, 20 Jan 2026CN¥2.4tCN¥927.9bCN¥34.2b60.3x70.5x2.6x
Thu, 18 Dec 2025CN¥2.0tCN¥927.9bCN¥34.2b52.7x59x2.2x
Sat, 15 Nov 2025CN¥2.1tCN¥927.9bCN¥34.2b57.1x61x2.2x
Mon, 13 Oct 2025CN¥2.1tCN¥919.2bCN¥30.9b55.7x69.2x2.3x
Wed, 10 Sep 2025CN¥2.1tCN¥916.5bCN¥30.5b56.8x70.1x2.3x
Fri, 08 Aug 2025CN¥2.0tCN¥913.3bCN¥28.1b63.6x71.1x2.2x
Sun, 06 Jul 2025CN¥1.9tCN¥914.1bCN¥28.3b50.6x66.2x2.1x
Tue, 03 Jun 2025CN¥1.8tCN¥914.1bCN¥28.3b54.5x63x1.9x
Thu, 01 May 2025CN¥1.8tCN¥913.8bCN¥25.9b58.4x68.1x1.9x
Sat, 29 Mar 2025CN¥1.8tCN¥909.0bCN¥36.5b56.9x49.5x2x
Mon, 24 Feb 2025CN¥2.0tCN¥899.8bCN¥36.2b61.5x55.4x2.2x
Wed, 22 Jan 2025CN¥1.7tCN¥899.8bCN¥36.2b52.9x46.2x1.9x
Fri, 20 Dec 2024CN¥1.9tCN¥899.7bCN¥36.2b59.1x52.3x2.1x
Sun, 17 Nov 2024CN¥1.8tCN¥899.7bCN¥36.2b52.1x49.7x2x
Tue, 15 Oct 2024CN¥1.5tCN¥899.4bCN¥39.1b46.8x38.9x1.7x
Thu, 12 Sep 2024CN¥1.3tCN¥900.4bCN¥39.3b36.2x33.1x1.4x
Sat, 10 Aug 2024CN¥1.3tCN¥897.4bCN¥41.3b38.7x31.7x1.5x
Mon, 08 Jul 2024CN¥1.4tCN¥897.7bCN¥42.1b40.4x32.1x1.5x
Wed, 05 Jun 2024CN¥1.5tCN¥897.7bCN¥42.1b42.6x34.6x1.6x
Fri, 03 May 2024CN¥1.6tCN¥894.8bCN¥33.6b45.2x46.5x1.7x
Sun, 31 Mar 2024CN¥1.6tCN¥881.3bCN¥29.9b45x54.8x1.9x
Tue, 27 Feb 2024CN¥1.6tCN¥879.3bCN¥26.9b45.9x58.9x1.8x
Thu, 25 Jan 2024CN¥1.5tCN¥881.0bCN¥25.8b42.3x57.8x1.7x
Sat, 23 Dec 2023CN¥1.7tCN¥880.9bCN¥25.8b48.7x64.4x1.9x
Mon, 20 Nov 2023CN¥1.8tCN¥880.6bCN¥25.5b49.6x68.8x2x
Wed, 18 Oct 2023CN¥1.7tCN¥864.7bCN¥21.1b44.5x78.9x1.9x
Fri, 15 Sep 2023CN¥1.7tCN¥864.6bCN¥21.0b46x80.8x2x
Sun, 13 Aug 2023CN¥1.8tCN¥852.8bCN¥19.8b51.6x90.7x2.1x
Tue, 11 Jul 2023CN¥1.9tCN¥844.5bCN¥18.8b54.7x99.7x2.2x
Thu, 08 Jun 2023CN¥2.0tCN¥846.7bCN¥19.8b67.5x103.3x2.4x
Sat, 06 May 2023CN¥2.1tCN¥851.3bCN¥17.9b62.5x118.6x2.5x
Mon, 03 Apr 2023CN¥1.8tCN¥846.1bCN¥28.3b43.4x64.6x2.2x
Price to Earnings Ratio

64.6x


Total Market Cap: CN¥1.8tTotal Earnings: CN¥28.3bTotal Revenue: CN¥846.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Telecom Sector Price to Earnings3Y Average 62.3x202420252026
Current Industry PE
  • Investors are relatively neutral on the Chinese Communication Services industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 62.3x.
  • The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 6.0% per year over the last three years.
  • Revenues for these companies have grown 3.1% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Chinese Telecom sector?

CN Market-2.81%
Telecom-5.77%
Media-5.28%
Entertainment-5.33%
Interactive Media and Services-7.09%
Telecom Services and Carriers-7.79%
Wireless Telecom-9.24%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 14.5x.
    • Analysts are expecting annual earnings growth of 35.2%, which is higher than its past year's earnings growth of 16.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Interactive Media and Services industry, expecting annual earnings growth of 83% over the next 5 years.
  • This is better than its past earnings growth rate of 6.7% per year.
  • In contrast, the Wireless Telecom industry is expected to see its earnings grow by 8.9% 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
002131 Leo GroupCN¥7.745.6%
+CN¥2.7b
109.8%PE102.7x
002602 Zhejiang Century Huatong GroupLtdCN¥16.431.5%
+CN¥1.8b
143.4%PE31.8x
002181 Guangdong Guangzhou Daily MediaCN¥11.548.8%
+CN¥1.1b
114.5%PE72.7x
600996 Guizhou BC&TV Information NetworkLTDCN¥10.027.6%
+CN¥885.2m
2.2%PS10x
002624 Perfect WorldCN¥18.222.2%
+CN¥773.3m
58.4%PS5.2x

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