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Chinese (SSE) Consumer Discretionary Sector Analysis

UpdatedJul 09, 2025
DataAggregated Company Financials
Companies599
  • 7D0.8%
  • 3M11.4%
  • 1Y28.7%
  • YTD3.7%

The Consumer Discretionary is pretty flat in the last 7 days, but SAIC Motor has stood out, gaining 7.0%. As for the the longer term, the industry is up 29% over the past 12 months. Looking forward, earnings are forecast to grow by 21% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 09 Jul 2025CN¥6.8tCN¥5.8tCN¥258.4b34.2x26.2x1.2x
Fri, 06 Jun 2025CN¥6.7tCN¥5.8tCN¥257.2b33.9x25.9x1.1x
Sun, 04 May 2025CN¥6.4tCN¥5.8tCN¥253.7b31x25.3x1.1x
Tue, 01 Apr 2025CN¥6.6tCN¥5.7tCN¥251.6b32.1x26.1x1.2x
Thu, 27 Feb 2025CN¥6.6tCN¥5.6tCN¥250.3b34.2x26.5x1.2x
Sat, 25 Jan 2025CN¥6.3tCN¥5.6tCN¥250.1b30.4x25.2x1.1x
Mon, 23 Dec 2024CN¥6.5tCN¥5.6tCN¥251.1b30.7x25.9x1.2x
Wed, 20 Nov 2024CN¥6.2tCN¥5.6tCN¥251.0b28.9x24.8x1.1x
Fri, 18 Oct 2024CN¥5.7tCN¥5.7tCN¥254.7b25x22.2x1x
Sun, 15 Sep 2024CN¥4.8tCN¥5.7tCN¥254.2b21.5x18.9x0.8x
Tue, 13 Aug 2024CN¥4.9tCN¥5.8tCN¥246.2b22.3x19.9x0.8x
Thu, 11 Jul 2024CN¥5.0tCN¥5.8tCN¥245.9b23.3x20.5x0.9x
Sat, 08 Jun 2024CN¥5.4tCN¥5.8tCN¥245.3b24.2x22x0.9x
Mon, 06 May 2024CN¥5.8tCN¥5.8tCN¥241.6b26.6x23.9x1x
Wed, 03 Apr 2024CN¥5.7tCN¥5.8tCN¥225.6b28.3x25.4x1x
Fri, 01 Mar 2024CN¥5.4tCN¥5.6tCN¥209.4b26x26x1x
Sun, 28 Jan 2024CN¥5.3tCN¥5.6tCN¥208.0b28x25.6x0.9x
Tue, 26 Dec 2023CN¥5.5tCN¥5.6tCN¥206.8b30.1x26.8x1x
Thu, 23 Nov 2023CN¥5.8tCN¥5.6tCN¥206.1b32.7x28.2x1x
Sat, 21 Oct 2023CN¥5.5tCN¥5.6tCN¥197.9b30.9x27.9x1x
Mon, 18 Sep 2023CN¥5.7tCN¥5.6tCN¥197.0b31.8x28.8x1x
Wed, 16 Aug 2023CN¥5.8tCN¥5.6tCN¥178.2b32.5x32.6x1x
Fri, 14 Jul 2023CN¥6.0tCN¥5.6tCN¥165.5b34.3x36.4x1.1x
Sun, 11 Jun 2023CN¥5.6tCN¥5.6tCN¥165.5b30.9x33.7x1x
Tue, 09 May 2023CN¥5.6tCN¥5.6tCN¥166.3b30.8x33.7x1x
Thu, 06 Apr 2023CN¥5.9tCN¥5.7tCN¥142.7b31.8x41.3x1x
Sat, 04 Mar 2023CN¥6.3tCN¥5.8tCN¥153.8b35.4x40.7x1.1x
Mon, 30 Jan 2023CN¥6.2tCN¥5.8tCN¥154.7b32.8x40x1.1x
Wed, 28 Dec 2022CN¥5.9tCN¥5.8tCN¥154.3b30.6x38.3x1x
Fri, 25 Nov 2022CN¥5.7tCN¥5.8tCN¥152.8b31.8x37.1x1x
Sun, 23 Oct 2022CN¥5.5tCN¥5.7tCN¥153.6b31.3x35.7x1x
Tue, 20 Sep 2022CN¥5.8tCN¥5.7tCN¥151.5b32.8x38.5x1x
Thu, 18 Aug 2022CN¥6.3tCN¥5.8tCN¥172.0b37.1x36.7x1.1x
Sat, 16 Jul 2022CN¥6.2tCN¥5.9tCN¥173.1b34.8x35.8x1.1x
Price to Earnings Ratio

35.8x


Total Market Cap: CN¥6.2tTotal Earnings: CN¥173.1bTotal Revenue: CN¥5.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Consumer Discretionary Sector Price to Earnings3Y Average 29.6x202320242025
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 26.2x which is lower than its 3-year average PE of 29.6x.
  • The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 14% 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 Market1.24%
Consumer Discretionary0.77%
Auto3.23%
Retail Distributors1.01%
Consumer Durables0.99%
Specialty Stores0.72%
Luxury0.71%
Leisure0.55%
Hospitality0.39%
Consumer Services0.31%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.04%
Auto Components-0.35%
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 52.6x.
    • Analysts are expecting annual earnings growth of 24.6%, which is higher than its past year's earnings decline of 19.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 46% over the next 5 years.
  • This is better than its past earnings growth rate of 21% per year.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 12% 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
600104 SAIC MotorCN¥17.237.0%
+CN¥12.9b
24.7%PE99.6x
601127 Seres GroupLtdCN¥139.633.9%
+CN¥8.5b
63.9%PE35.2x
603129 Zhejiang Cfmoto PowerLtdCN¥240.979.3%
+CN¥3.1b
61.3%PE22.8x
301061 MotoMotion ChinaCN¥88.8716.4%
+CN¥2.7b
169.6%PE25.6x
600415 Zhejiang China Commodities City GroupCN¥19.262.6%
+CN¥2.6b
166.0%PE33.4x

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