Header cover image

Chinese (SSE) Consumer Discretionary Sector Analysis

UpdatedFeb 26, 2024
DataAggregated Company Financials
Companies598
  • 7D5.3%
  • 3M-9.5%
  • 1Y-15.6%
  • YTD-4.9%

Over the last 7 days, the Consumer Discretionary industry has risen 5.3%, and Chongqing Changan Automobile contributed the most with a gain of 8.0%. In the past year, the industry is down 16%. As for the next few years, earnings are expected to grow by 25% per annum.

Sector Valuation and Performance

Has the Chinese Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 26 Feb 2024CN¥5.3tCN¥5.6tCN¥209.1b25.9x25.3x0.9x
Wed, 24 Jan 2024CN¥5.2tCN¥5.6tCN¥208.0b26.8x24.8x0.9x
Fri, 22 Dec 2023CN¥5.6tCN¥5.6tCN¥206.2b30.4x27x1x
Sun, 19 Nov 2023CN¥5.7tCN¥5.6tCN¥206.1b33.1x27.8x1x
Tue, 17 Oct 2023CN¥5.7tCN¥5.6tCN¥198.0b33.1x28.9x1x
Thu, 14 Sep 2023CN¥5.7tCN¥5.6tCN¥196.7b32.1x29.1x1x
Sat, 12 Aug 2023CN¥5.8tCN¥5.6tCN¥177.9b32.8x32.8x1x
Mon, 10 Jul 2023CN¥5.9tCN¥5.6tCN¥165.1b34x35.9x1.1x
Wed, 07 Jun 2023CN¥5.5tCN¥5.6tCN¥165.4b31.1x33.5x1x
Fri, 05 May 2023CN¥5.7tCN¥5.7tCN¥169.1b31.7x33.6x1x
Sun, 02 Apr 2023CN¥6.0tCN¥5.8tCN¥142.7b33x42.1x1x
Tue, 28 Feb 2023CN¥6.2tCN¥5.8tCN¥153.7b35.3x40.6x1.1x
Thu, 26 Jan 2023CN¥6.2tCN¥5.8tCN¥154.7b32.8x40x1.1x
Sat, 24 Dec 2022CN¥5.8tCN¥5.8tCN¥154.3b30.4x37.6x1x
Mon, 21 Nov 2022CN¥5.8tCN¥5.8tCN¥152.7b32.4x37.7x1x
Wed, 19 Oct 2022CN¥5.7tCN¥5.7tCN¥152.1b32.5x37.3x1x
Fri, 16 Sep 2022CN¥6.0tCN¥5.7tCN¥151.6b34.1x39.4x1.1x
Sun, 14 Aug 2022CN¥6.2tCN¥5.8tCN¥172.1b36.4x36.2x1.1x
Tue, 12 Jul 2022CN¥6.3tCN¥5.9tCN¥173.2b34.8x36.2x1.1x
Thu, 09 Jun 2022CN¥6.0tCN¥5.9tCN¥174.1b33.1x34.4x1x
Sat, 07 May 2022CN¥5.4tCN¥5.9tCN¥174.1b29.3x30.9x0.9x
Mon, 04 Apr 2022CN¥5.8tCN¥6.0tCN¥220.9b29.1x26.4x1x
Wed, 02 Mar 2022CN¥6.6tCN¥6.0tCN¥230.1b31.1x28.6x1.1x
Fri, 28 Jan 2022CN¥6.6tCN¥5.9tCN¥229.0b30.1x28.9x1.1x
Sun, 26 Dec 2021CN¥7.1tCN¥5.9tCN¥230.2b33.5x30.8x1.2x
Tue, 23 Nov 2021CN¥7.2tCN¥5.9tCN¥229.3b32.7x31.2x1.2x
Thu, 21 Oct 2021CN¥6.9tCN¥5.9tCN¥245.4b29x28.1x1.2x
Sat, 18 Sep 2021CN¥6.8tCN¥5.9tCN¥244.2b29.3x27.7x1.2x
Mon, 16 Aug 2021CN¥7.0tCN¥5.8tCN¥240.7b30.4x29.2x1.2x
Mon, 31 May 2021CN¥7.4tCN¥5.6tCN¥229.0b29.8x32.2x1.3x
Thu, 04 Mar 2021CN¥6.8tCN¥5.1tCN¥175.4b36.1x38.9x1.3x
Price to Earnings Ratio

38.9x


Total Market Cap: CN¥6.8tTotal Earnings: CN¥175.4bTotal Revenue: CN¥5.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Consumer Discretionary Sector Price to Earnings3Y Average 32.6x202220232024
Current Industry PE
  • Investors are pessimistic on the Chinese Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 25.3x which is lower than its 3-year average PE of 32.6x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.95x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 6.0% per year over the last three years.
  • Revenues for these companies have grown 2.8% 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 Market5.14%
Consumer Discretionary5.32%
Leisure12.81%
Consumer Services12.41%
General Merchandise and Department Stores6.86%
Auto Components6.77%
Luxury6.03%
Auto5.87%
Hospitality5.27%
Specialty Stores4.50%
Retail Distributors3.71%
Consumer Durables2.77%
Online Retail and Ecommerce0%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 3.6x.
    • Analysts are expecting annual earnings growth of 40.3%, which is higher than its past year's earnings growth of 16.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 56% over the next 5 years.
  • This is better than its past earnings decline of 2.3% per year.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 13% 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
625 Chongqing Changan AutomobileCN¥14.678.0%
+CN¥10.8b
9.0%PE13.5x
601127 Seres GroupLtdCN¥78.629.7%
+CN¥10.4b
112.3%PS4.3x
651 Gree Electric Appliances of ZhuhaiCN¥38.125.5%
+CN¥10.4b
4.3%PE7.6x
601689 Ningbo Tuopu GroupLtdCN¥57.3517.6%
+CN¥9.5b
-14.3%PE30.3x
601888 China Tourism Group Duty FreeCN¥87.583.7%
+CN¥6.5b
-55.7%PE27x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

2032

CN¥53.32

Zhejiang Supor

7D

-8.6%

1Y

-5.8%

625

CN¥14.67

Chongqing Changan Automobile

7D

8.0%

1Y

9.0%

600655

CN¥6.58

Shanghai Yuyuan Tourist Mart (Group)

7D

-3.7%

1Y

-15.7%

688819

CN¥28.07

Tianneng Battery Group

7D

-4.3%

1Y

-23.6%

603179

CN¥44.47

Jiangsu Xinquan Automotive TrimLtd

7D

-5.6%

1Y

3.0%

688169

CN¥316.68

Beijing Roborock Technology

7D

-2.5%

1Y

20.4%

2832

CN¥30.58

BIEM.L.FDLKK GarmentLtd

7D

-6.5%

1Y

3.3%

601888

CN¥87.58

China Tourism Group Duty Free

7D

3.7%

1Y

-55.7%

651

CN¥38.12

Gree Electric Appliances of Zhuhai

7D

5.5%

1Y

4.3%

333

CN¥59.62

Midea Group

7D

-1.1%

1Y

12.5%

601799

CN¥135.00

Changzhou Xingyu Automotive Lighting SystemsLtd

7D

-2.1%

1Y

-4.8%

600104

CN¥14.90

SAIC Motor

7D

2.2%

1Y

-0.4%

2920

CN¥99.30

Huizhou Desay SV Automotive

7D

9.6%

1Y

-14.2%

600733

CN¥4.93

BAIC BluePark New Energy TechnologyLtd

7D

18.2%

1Y

-22.6%

601127

CN¥78.62

Seres GroupLtd

7D

9.7%

1Y

112.3%