Narrative Update • May 26

Over the last 7 days, the Auto Components industry has remained flat, although notably Jiangsu New Vision Automotive Electronics gained 4.3%. As for the the longer term, the industry is up 33% over the past 12 months. Looking forward, earnings are forecast to grow by 39% annually.
Has the Hong Kong Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 04 Jun 2026 | HK$241.0b | HK$352.6b | HK$7.6b | 13.9x | 31.9x | 0.7x |
| Sat, 02 May 2026 | HK$226.6b | HK$344.2b | HK$7.8b | 13.4x | 29x | 0.7x |
| Mon, 30 Mar 2026 | HK$213.2b | HK$336.9b | HK$11.1b | 13.2x | 19.3x | 0.6x |
| Wed, 25 Feb 2026 | HK$268.8b | HK$327.9b | HK$10.1b | 11.4x | 26.6x | 0.8x |
| Fri, 23 Jan 2026 | HK$252.1b | HK$323.3b | HK$10.0b | 11.9x | 25.3x | 0.8x |
| Sun, 21 Dec 2025 | HK$216.4b | HK$320.3b | HK$9.9b | 12.8x | 21.9x | 0.7x |
| Tue, 18 Nov 2025 | HK$218.6b | HK$315.3b | HK$10.2b | 12.1x | 21.5x | 0.7x |
| Thu, 16 Oct 2025 | HK$218.9b | HK$308.4b | HK$9.8b | 10.7x | 22.4x | 0.7x |
| Sat, 13 Sep 2025 | HK$188.0b | HK$308.2b | HK$10.1b | 10.9x | 18.7x | 0.6x |
| Mon, 11 Aug 2025 | HK$164.7b | HK$325.0b | HK$10.0b | 11.8x | 16.5x | 0.5x |
| Wed, 09 Jul 2025 | HK$149.3b | HK$325.3b | HK$9.9b | 9.9x | 15x | 0.5x |
| Fri, 06 Jun 2025 | HK$144.1b | HK$325.0b | HK$9.9b | 9.6x | 14.5x | 0.4x |
| Sun, 04 May 2025 | HK$131.2b | HK$316.2b | HK$9.5b | 9.1x | 13.9x | 0.4x |
| Tue, 01 Apr 2025 | HK$143.6b | HK$318.1b | HK$9.7b | 9.6x | 14.9x | 0.5x |
| Thu, 27 Feb 2025 | HK$148.9b | HK$326.1b | HK$10.0b | 8x | 14.9x | 0.5x |
| Sat, 25 Jan 2025 | HK$113.0b | HK$327.3b | HK$10.0b | 7.2x | 11.3x | 0.3x |
| Mon, 23 Dec 2024 | HK$115.7b | HK$325.2b | HK$9.6b | 6.9x | 12.1x | 0.4x |
| Wed, 20 Nov 2024 | HK$100.4b | HK$327.3b | HK$10.1b | 7.4x | 9.9x | 0.3x |
| Fri, 18 Oct 2024 | HK$96.8b | HK$330.8b | HK$10.2b | 7.7x | 9.5x | 0.3x |
| Sun, 15 Sep 2024 | HK$92.8b | HK$333.6b | HK$10.3b | 6.6x | 9x | 0.3x |
| Tue, 13 Aug 2024 | HK$86.1b | HK$312.5b | HK$9.6b | 5.8x | 9x | 0.3x |
| Thu, 11 Jul 2024 | HK$106.6b | HK$309.5b | HK$9.4b | 6.9x | 11.4x | 0.3x |
| Sat, 08 Jun 2024 | HK$112.7b | HK$310.7b | HK$9.4b | 6.6x | 11.9x | 0.4x |
| Mon, 06 May 2024 | HK$111.6b | HK$311.0b | HK$9.4b | 6.8x | 11.9x | 0.4x |
| Wed, 03 Apr 2024 | HK$120.8b | HK$311.6b | HK$9.3b | 7.2x | 13x | 0.4x |
| Fri, 01 Mar 2024 | HK$118.1b | HK$299.3b | HK$9.9b | 7.9x | 12x | 0.4x |
| Sun, 28 Jan 2024 | HK$108.2b | HK$300.4b | HK$9.9b | 7.3x | 10.9x | 0.4x |
| Tue, 26 Dec 2023 | HK$120.1b | HK$300.7b | HK$9.9b | 7.6x | 12.1x | 0.4x |
| Thu, 23 Nov 2023 | HK$124.9b | HK$298.0b | HK$10.0b | 7.9x | 12.5x | 0.4x |
| Sat, 21 Oct 2023 | HK$119.8b | HK$292.3b | HK$9.4b | 8.6x | 12.8x | 0.4x |
| Mon, 18 Sep 2023 | HK$125.4b | HK$293.7b | HK$9.4b | 8.7x | 13.3x | 0.4x |
| Wed, 16 Aug 2023 | HK$125.4b | HK$267.5b | HK$8.4b | 11.1x | 14.8x | 0.5x |
| Fri, 14 Jul 2023 | HK$134.3b | HK$270.8b | HK$8.5b | 12.2x | 15.7x | 0.5x |
| Sun, 11 Jun 2023 | HK$117.3b | HK$272.3b | HK$8.6b | 10.9x | 13.7x | 0.4x |
13.7x
Which industries have driven the changes within the Hong Kong Consumer Discretionary industry?
| HK Market | 0.58% | |
| Consumer Discretionary | 1.87% | |
| Auto Components | -3.58% | |
| Tires and Rubber | -0.18% | |
| Auto Parts and Equipment | -3.68% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 179 Johnson Electric Holdings | HK$26.68 | 8.0% +HK$1.8b | 19.9% | PE15.6x | |
| 2025 Ruifeng Power Group | HK$10.19 | 11.2% +HK$824.0m | 230.8% | PE302.6x | |
| 1760 Intron Technology Holdings | HK$2.07 | 22.5% +HK$413.4m | 38.0% | PE33.6x | |
| 1316 Nexteer Automotive Group | HK$5.01 | 2.7% +HK$326.3m | -11.6% | PE15.7x | |
| 2632 Jiangsu New Vision Automotive Electronics | HK$123.10 | 0.5% +HK$74.0m | n/a | PS19.7x |