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Chinese (SSE) Consumer Discretionary Sector Analysis
UpdatedJul 12, 2026
DataAggregated Company Financials
Companies607
- 7D-3.3%
- 3M-12.6%
- 1Y-7.6%
- YTD-19.2%
Over the last 7 days, the Consumer Discretionary industry has dropped 3.3%, and Ningbo Tuopu GroupLtd contributed the most with a 8.1% decline. Meanwhile, Guangdong Songfa CeramicsLtd actually outperformed within the industry, gaining 7.5% in the last week. However, the industry is down 7.6% over the past year. Looking forward, earnings are forecast to grow by 20% 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 |
|---|---|---|---|---|---|---|
| Mon, 13 Jul 2026 | CN¥6.5t | CN¥6.2t | CN¥257.8b | 32x | 25.2x | 1x |
| Wed, 10 Jun 2026 | CN¥6.9t | CN¥6.2t | CN¥257.0b | 34.2x | 27x | 1.1x |
| Fri, 08 May 2026 | CN¥7.6t | CN¥6.2t | CN¥256.9b | 39x | 29.4x | 1.2x |
| Sun, 05 Apr 2026 | CN¥7.1t | CN¥6.1t | CN¥266.1b | 34.8x | 26.8x | 1.2x |
| Tue, 03 Mar 2026 | CN¥8.0t | CN¥6.1t | CN¥267.1b | 41.7x | 30.1x | 1.3x |
| Thu, 29 Jan 2026 | CN¥8.0t | CN¥6.1t | CN¥267.2b | 40.9x | 30x | 1.3x |
| Sat, 27 Dec 2025 | CN¥7.8t | CN¥6.1t | CN¥266.9b | 38.6x | 29.3x | 1.3x |
| Mon, 24 Nov 2025 | CN¥7.4t | CN¥6.1t | CN¥266.9b | 35.6x | 27.8x | 1.2x |
| Wed, 22 Oct 2025 | CN¥7.7t | CN¥6.0t | CN¥257.6b | 40.4x | 29.7x | 1.3x |
| Fri, 19 Sep 2025 | CN¥7.8t | CN¥5.9t | CN¥257.7b | 41.1x | 30.3x | 1.3x |
| Sun, 17 Aug 2025 | CN¥7.2t | CN¥5.8t | CN¥259.4b | 37.5x | 27.9x | 1.2x |
| Tue, 15 Jul 2025 | CN¥6.8t | CN¥5.8t | CN¥258.4b | 34.3x | 26.3x | 1.2x |
| Thu, 12 Jun 2025 | CN¥6.8t | CN¥5.8t | CN¥257.4b | 33.4x | 26.2x | 1.2x |
| Sat, 10 May 2025 | CN¥6.6t | CN¥5.8t | CN¥253.8b | 33.2x | 25.9x | 1.1x |
| Mon, 07 Apr 2025 | CN¥6.4t | CN¥5.7t | CN¥253.5b | 31.7x | 25.4x | 1.1x |
| Wed, 05 Mar 2025 | CN¥6.5t | CN¥5.6t | CN¥250.4b | 32.6x | 26x | 1.2x |
| Fri, 31 Jan 2025 | CN¥6.3t | CN¥5.6t | CN¥250.0b | 29.6x | 25x | 1.1x |
| Sun, 29 Dec 2024 | CN¥6.5t | CN¥5.6t | CN¥251.1b | 29.8x | 25.8x | 1.1x |
| Tue, 26 Nov 2024 | CN¥6.2t | CN¥5.6t | CN¥251.0b | 29.2x | 24.7x | 1.1x |
| Thu, 24 Oct 2024 | CN¥6.0t | CN¥5.7t | CN¥255.8b | 26.5x | 23.5x | 1.1x |
| Sat, 21 Sep 2024 | CN¥4.9t | CN¥5.7t | CN¥254.1b | 22x | 19.4x | 0.9x |
| Mon, 19 Aug 2024 | CN¥4.9t | CN¥5.8t | CN¥246.7b | 22.4x | 19.7x | 0.8x |
| Wed, 17 Jul 2024 | CN¥5.1t | CN¥5.8t | CN¥245.3b | 24x | 20.8x | 0.9x |
| Fri, 14 Jun 2024 | CN¥5.4t | CN¥5.8t | CN¥245.3b | 24.5x | 21.9x | 0.9x |
| Sun, 12 May 2024 | CN¥5.9t | CN¥5.8t | CN¥243.3b | 27x | 24.1x | 1x |
| Tue, 09 Apr 2024 | CN¥5.7t | CN¥5.8t | CN¥236.2b | 27.2x | 23.9x | 1x |
| Thu, 07 Mar 2024 | CN¥5.5t | CN¥5.6t | CN¥209.7b | 26.5x | 26.2x | 1x |
| Sat, 03 Feb 2024 | CN¥4.8t | CN¥5.6t | CN¥208.2b | 23.8x | 23.1x | 0.9x |
| Mon, 01 Jan 2024 | CN¥5.6t | CN¥5.6t | CN¥206.9b | 30.9x | 27.2x | 1x |
| Wed, 29 Nov 2023 | CN¥5.9t | CN¥5.6t | CN¥206.1b | 33x | 28.8x | 1.1x |
| Fri, 27 Oct 2023 | CN¥5.6t | CN¥5.6t | CN¥199.7b | 32.3x | 28.1x | 1x |
| Sun, 24 Sep 2023 | CN¥5.7t | CN¥5.6t | CN¥196.9b | 31.5x | 29x | 1x |
| Tue, 22 Aug 2023 | CN¥5.7t | CN¥5.6t | CN¥179.5b | 32.4x | 32x | 1x |
| Thu, 20 Jul 2023 | CN¥6.0t | CN¥5.6t | CN¥165.3b | 35.3x | 36.1x | 1.1x |
Price to Earnings Ratio
36.1x
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 26.5x.
- The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 16% per year over the last three years.
- Revenues for these companies have grown 3.4% 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 | -3.19% | |
| Consumer Discretionary | -3.31% | |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Durables | -0.68% | |
| Specialty Stores | -1.35% | |
| Hospitality | -1.42% | |
| Auto | -1.83% | |
| General Merchandise and Department Stores | -2.81% | |
| Retail Distributors | -2.94% | |
| Leisure | -2.94% | |
| Luxury | -4.78% | |
| Consumer Services | -5.33% | |
| Auto Components | -5.91% | |
Industry PE
- Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 40.9%, which is higher than its past year's earnings growth of 8.2% per year.
Forecasted Growth
- Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 45% over the next 5 years.
- This is better than its past earnings growth rate of 9.1% 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¥159.68 | 7.5% +CN¥10.9b | 262.9% | PE44.4x | |
| 000333 Midea Group | CN¥78.99 | 1.3% +CN¥7.8b | 9.0% | PE13.5x | |
| 001365 Tianhai Auto Electronics Group | CN¥50.00 | 18.0% +CN¥4.0b | n/a | n/a | |
| 301345 Zhejiang Taotao Vehicles | CN¥258.00 | 11.7% +CN¥2.9b | 84.7% | PE31x | |
| 000887 Anhui Zhongding Sealing Parts | CN¥20.68 | 8.6% +CN¥2.1b | 21.9% | PE18x |