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Chinese (SSE) Consumer Discretionary Sector Analysis
UpdatedFeb 12, 2026
DataAggregated Company Financials
Companies606
- 7D0.6%
- 3M2.1%
- 1Y14.2%
- YTD1.0%
Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Guangdong Songfa CeramicsLtd gained 14%. The past year has been better, since the industry has gained 14% in that time. Looking forward, earnings are forecast to grow by 25% annually.
Sector Valuation and Performance
Has the Chinese Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 12 Feb 2026 | CN¥8.1t | CN¥6.1t | CN¥267.2b | 41.4x | 30.2x | 1.3x |
| Sat, 10 Jan 2026 | CN¥8.1t | CN¥6.1t | CN¥267.3b | 40.8x | 30.5x | 1.3x |
| Mon, 08 Dec 2025 | CN¥7.7t | CN¥6.1t | CN¥266.9b | 37.9x | 29x | 1.3x |
| Wed, 05 Nov 2025 | CN¥7.8t | CN¥6.1t | CN¥266.0b | 38.2x | 29.1x | 1.3x |
| Fri, 03 Oct 2025 | CN¥7.8t | CN¥5.9t | CN¥259.5b | 40.8x | 30.2x | 1.3x |
| Sun, 31 Aug 2025 | CN¥7.5t | CN¥5.9t | CN¥255.6b | 39.1x | 29.3x | 1.3x |
| Tue, 29 Jul 2025 | CN¥7.0t | CN¥5.8t | CN¥258.1b | 36.5x | 27x | 1.2x |
| Thu, 26 Jun 2025 | CN¥6.7t | CN¥5.8t | CN¥257.4b | 33.9x | 26x | 1.1x |
| Sat, 24 May 2025 | CN¥6.7t | CN¥5.8t | CN¥253.7b | 33.8x | 26.3x | 1.2x |
| Mon, 21 Apr 2025 | CN¥6.1t | CN¥5.7t | CN¥256.2b | 30.5x | 24x | 1.1x |
| Wed, 19 Mar 2025 | CN¥6.8t | CN¥5.6t | CN¥250.9b | 34.3x | 27.2x | 1.2x |
| Fri, 14 Feb 2025 | CN¥6.5t | CN¥5.6t | CN¥250.2b | 31.9x | 26x | 1.2x |
| Sun, 12 Jan 2025 | CN¥6.1t | CN¥5.6t | CN¥251.1b | 27.8x | 24.2x | 1.1x |
| Tue, 10 Dec 2024 | CN¥6.5t | CN¥5.6t | CN¥251.1b | 30.5x | 25.9x | 1.2x |
| Thu, 07 Nov 2024 | CN¥6.2t | CN¥5.6t | CN¥250.9b | 28.2x | 24.9x | 1.1x |
| Sat, 05 Oct 2024 | CN¥6.0t | CN¥5.7t | CN¥254.2b | 27x | 23.7x | 1.1x |
| Mon, 02 Sep 2024 | CN¥4.9t | CN¥5.8t | CN¥251.1b | 22.3x | 19.4x | 0.8x |
| Wed, 31 Jul 2024 | CN¥4.9t | CN¥5.8t | CN¥245.5b | 23x | 20x | 0.9x |
| Fri, 28 Jun 2024 | CN¥5.1t | CN¥5.8t | CN¥245.6b | 23.7x | 20.8x | 0.9x |
| Sun, 26 May 2024 | CN¥5.6t | CN¥5.8t | CN¥244.8b | 25.3x | 22.9x | 1x |
| Tue, 23 Apr 2024 | CN¥5.6t | CN¥5.7t | CN¥228.5b | 25.4x | 24.5x | 1x |
| Thu, 21 Mar 2024 | CN¥5.7t | CN¥5.8t | CN¥224.0b | 28x | 25.5x | 1x |
| Sat, 17 Feb 2024 | CN¥5.0t | CN¥5.6t | CN¥209.1b | 23.5x | 24x | 0.9x |
| Mon, 15 Jan 2024 | CN¥5.5t | CN¥5.6t | CN¥207.7b | 30.1x | 26.4x | 1x |
| Wed, 13 Dec 2023 | CN¥5.7t | CN¥5.6t | CN¥206.1b | 31.4x | 27.8x | 1x |
| Fri, 10 Nov 2023 | CN¥5.8t | CN¥5.6t | CN¥206.8b | 31.9x | 27.9x | 1x |
| Sun, 08 Oct 2023 | CN¥5.7t | CN¥5.6t | CN¥197.9b | 32.3x | 29x | 1x |
| Tue, 05 Sep 2023 | CN¥5.9t | CN¥5.7t | CN¥196.3b | 32.4x | 30.1x | 1x |
| Thu, 03 Aug 2023 | CN¥6.1t | CN¥5.6t | CN¥177.3b | 33.9x | 34.5x | 1.1x |
| Sat, 01 Jul 2023 | CN¥5.9t | CN¥5.6t | CN¥165.1b | 34x | 35.6x | 1x |
| Mon, 29 May 2023 | CN¥5.5t | CN¥5.6t | CN¥165.3b | 31.5x | 33.6x | 1x |
| Wed, 26 Apr 2023 | CN¥5.6t | CN¥5.7t | CN¥143.7b | 30.3x | 39.1x | 1x |
| Fri, 24 Mar 2023 | CN¥6.0t | CN¥5.8t | CN¥155.8b | 33x | 38.4x | 1x |
| Sun, 19 Feb 2023 | CN¥6.1t | CN¥5.8t | CN¥153.9b | 34x | 39.8x | 1.1x |
Price to Earnings Ratio
39.8x
Current Industry PE
- Investors are relatively neutral on the Chinese Consumer Discretionary 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 27.8x.
- The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 20% per year over the last three years.
- Revenues for these companies have grown 2.0% 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 Consumer Discretionary sector?
| CN Market | 0.42% | |
| Consumer Discretionary | 0.55% | |
| Specialty Stores | 3.54% | |
| Auto | 1.48% | |
| Luxury | 1.25% | |
| Consumer Durables | 0.94% | |
| Leisure | 0.30% | |
| Consumer Services | 0.25% | |
| Online Retail and Ecommerce | 0% | 0 |
| Auto Components | -0.21% | |
| Hospitality | -0.32% | |
| Retail Distributors | -0.36% | |
| General Merchandise and Department Stores | -2.10% | |
Industry PE
- Investors are most optimistic about the General Merchandise and Department Stores industry which is trading above its 3-year average PE ratio of 72.0x.
- Analysts are expecting annual earnings growth of 36.6%, which is higher than its past year's earnings decline of 20.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 67% over the next 5 years.
- This is better than its past earnings growth rate of 12% per year.
- In contrast, the Consumer Durables industry is expected to see its earnings grow by 14% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 603268 Guangdong Songfa CeramicsLtd | CN¥95.33 | 13.8% +CN¥11.2b | 140.1% | PE82.6x | |
| 000559 Wanxiang QianchaoLtd | CN¥19.62 | 17.8% +CN¥9.8b | 212.4% | PE64.5x | |
| 600418 Anhui Jianghuai Automobile GroupLtd | CN¥57.96 | 8.1% +CN¥9.5b | 43.5% | PS3.1x | |
| 002429 Shenzhen MTC | CN¥11.50 | 21.6% +CN¥9.2b | 109.1% | PE42.3x | |
| 002850 Shenzhen Kedali Industry | CN¥181.60 | 12.2% +CN¥5.4b | 42.8% | PE30.4x |