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Chinese (SSE) Consumer Discretionary Sector Analysis
UpdatedOct 31, 2025
DataAggregated Company Financials
Companies603
- 7D0.8%
- 3M9.7%
- 1Y18.2%
- YTD14.2%
Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Beijing Roborock Technology declined by 12%. As for the the longer term, the industry is up 18% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Sat, 01 Nov 2025 | CN¥7.7t | CN¥6.1t | CN¥266.7b | 38.3x | 29x | 1.3x |
| Mon, 29 Sep 2025 | CN¥7.7t | CN¥5.9t | CN¥259.2b | 39.9x | 29.8x | 1.3x |
| Wed, 27 Aug 2025 | CN¥7.6t | CN¥5.8t | CN¥258.1b | 39.7x | 29.5x | 1.3x |
| Fri, 25 Jul 2025 | CN¥7.0t | CN¥5.8t | CN¥258.5b | 35.6x | 27x | 1.2x |
| Sun, 22 Jun 2025 | CN¥6.5t | CN¥5.8t | CN¥257.4b | 31.9x | 25.1x | 1.1x |
| Tue, 20 May 2025 | CN¥6.7t | CN¥5.8t | CN¥253.1b | 33.9x | 26.4x | 1.2x |
| Thu, 17 Apr 2025 | CN¥6.2t | CN¥5.7t | CN¥256.4b | 30.9x | 24.1x | 1.1x |
| Sat, 15 Mar 2025 | CN¥6.7t | CN¥5.6t | CN¥250.8b | 33.6x | 26.8x | 1.2x |
| Mon, 10 Feb 2025 | CN¥6.5t | CN¥5.6t | CN¥248.7b | 31.8x | 26x | 1.2x |
| Wed, 08 Jan 2025 | CN¥6.2t | CN¥5.6t | CN¥251.1b | 28.4x | 24.6x | 1.1x |
| Fri, 06 Dec 2024 | CN¥6.4t | CN¥5.6t | CN¥251.1b | 30.4x | 25.7x | 1.1x |
| Sun, 03 Nov 2024 | CN¥6.0t | CN¥5.6t | CN¥251.2b | 26.7x | 23.9x | 1.1x |
| Tue, 01 Oct 2024 | CN¥6.0t | CN¥5.7t | CN¥254.2b | 27x | 23.7x | 1.1x |
| Thu, 29 Aug 2024 | CN¥4.5t | CN¥5.6t | CN¥231.9b | 21.3x | 19.5x | 0.8x |
| Sat, 27 Jul 2024 | CN¥5.0t | CN¥5.8t | CN¥245.5b | 23.2x | 20.2x | 0.9x |
| Mon, 24 Jun 2024 | CN¥5.3t | CN¥5.8t | CN¥245.3b | 24.2x | 21.6x | 0.9x |
| Wed, 22 May 2024 | CN¥5.8t | CN¥5.8t | CN¥243.3b | 26.7x | 23.7x | 1x |
| Fri, 19 Apr 2024 | CN¥5.6t | CN¥5.7t | CN¥227.3b | 26.2x | 24.8x | 1x |
| Sun, 17 Mar 2024 | CN¥5.7t | CN¥5.8t | CN¥223.9b | 27.9x | 25.4x | 1x |
| Tue, 13 Feb 2024 | CN¥5.0t | CN¥5.6t | CN¥210.5b | 23.5x | 23.9x | 0.9x |
| Thu, 11 Jan 2024 | CN¥5.5t | CN¥5.6t | CN¥208.3b | 30.4x | 26.3x | 1x |
| Sat, 09 Dec 2023 | CN¥5.6t | CN¥5.6t | CN¥206.1b | 30.9x | 27.3x | 1x |
| Mon, 06 Nov 2023 | CN¥5.7t | CN¥5.6t | CN¥206.7b | 31.9x | 27.6x | 1x |
| Wed, 04 Oct 2023 | CN¥5.7t | CN¥5.6t | CN¥197.8b | 31.8x | 29x | 1x |
| Fri, 01 Sep 2023 | CN¥5.8t | CN¥5.8t | CN¥195.7b | 31.8x | 29.4x | 1x |
| Sun, 30 Jul 2023 | CN¥6.1t | CN¥5.6t | CN¥166.0b | 34.2x | 36.9x | 1.1x |
| Tue, 27 Jun 2023 | CN¥5.7t | CN¥5.6t | CN¥164.9b | 33.1x | 34.6x | 1x |
| Thu, 25 May 2023 | CN¥5.5t | CN¥5.6t | CN¥164.4b | 30.9x | 33.6x | 1x |
| Sat, 22 Apr 2023 | CN¥5.7t | CN¥5.7t | CN¥143.3b | 31.2x | 39.9x | 1x |
| Mon, 20 Mar 2023 | CN¥5.6t | CN¥5.6t | CN¥148.7b | 32.6x | 37.7x | 1x |
| Wed, 15 Feb 2023 | CN¥6.3t | CN¥5.8t | CN¥153.6b | 34.6x | 40.9x | 1.1x |
| Fri, 13 Jan 2023 | CN¥6.1t | CN¥5.8t | CN¥154.8b | 31.5x | 39.1x | 1x |
| Sun, 11 Dec 2022 | CN¥6.1t | CN¥5.8t | CN¥154.2b | 33.1x | 39.3x | 1.1x |
| Tue, 08 Nov 2022 | CN¥5.8t | CN¥5.8t | CN¥152.0b | 34.3x | 38x | 1x |
Price to Earnings Ratio
38x
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 28.7x.
- 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 21% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Chinese Consumer Discretionary sector?
| CN Market | 2.17% | |
| Consumer Discretionary | 0.75% | |
| Auto | 1.55% | |
| Specialty Stores | 1.44% | |
| Auto Components | 1.38% | |
| Consumer Durables | 0.89% | |
| Leisure | 0.52% | |
| Online Retail and Ecommerce | 0% | 0 |
| Luxury | -0.53% | |
| General Merchandise and Department Stores | -1.57% | |
| Hospitality | -1.65% | |
| Consumer Services | -2.30% | |
| Retail Distributors | -3.23% | |
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 60.9x.
- Analysts are expecting annual earnings growth of 29.4%, which is higher than its past year's earnings decline of 22.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 52% over the next 5 years.
- This is better than its past earnings growth rate of 15% per year.
- In contrast, the Consumer Durables industry is expected to see its earnings grow by 15% 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 | |
|---|---|---|---|---|---|
| 000333 Midea Group | CN¥76.40 | 2.4% +CN¥12.7b | 5.7% | PE13x | |
| 601888 China Tourism Group Duty Free | CN¥76.07 | 7.9% +CN¥11.5b | 11.3% | PE46.3x | |
| 600690 Haier Smart Home | CN¥26.81 | 4.6% +CN¥11.0b | -8.8% | PE12.3x | |
| 688775 Arashi Vision | CN¥300.55 | 7.4% +CN¥8.3b | n/a | PE127.6x | |
| 601127 Seres GroupLtd | CN¥155.19 | -3.0% CN¥7.7b | 36.2% | PE37x |