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Chinese (SSE) Consumer Discretionary Sector Analysis
UpdatedNov 24, 2025
DataAggregated Company Financials
Companies604
- 7D-4.7%
- 3M-4.9%
- 1Y12.3%
- YTD9.3%
Over the last 7 days, the Consumer Discretionary industry has dropped 4.7%, driven by declines in Seres GroupLtd and China Tourism Group Duty Free of 8.7% and 10%, respectively. Over the past 12 months, the industry was up 12%. Looking forward, earnings are forecast to grow by 24% 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, 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 |
| Sat, 17 Jun 2023 | CN¥5.8t | CN¥5.6t | CN¥164.7b | 34x | 35.4x | 1x |
| Mon, 15 May 2023 | CN¥5.6t | CN¥5.6t | CN¥166.9b | 30.7x | 33.7x | 1x |
| Wed, 12 Apr 2023 | CN¥5.9t | CN¥5.7t | CN¥145.6b | 32x | 40.5x | 1x |
| Fri, 10 Mar 2023 | CN¥6.1t | CN¥5.8t | CN¥154.1b | 34.6x | 39.3x | 1.1x |
| Sun, 05 Feb 2023 | CN¥6.2t | CN¥5.8t | CN¥154.2b | 34.1x | 40.3x | 1.1x |
| Tue, 03 Jan 2023 | CN¥5.8t | CN¥5.8t | CN¥154.5b | 30.7x | 37.6x | 1x |
| Thu, 01 Dec 2022 | CN¥5.9t | CN¥5.8t | CN¥152.8b | 32.5x | 38.3x | 1x |
Price to Earnings Ratio
38.3x
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 28.5x.
- The 3-year average PS ratio of 1.1x 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 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 | -5.21% | |
| Consumer Discretionary | -4.67% | |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Durables | -2.72% | |
| Leisure | -2.98% | |
| Luxury | -4.14% | |
| Hospitality | -4.85% | |
| Auto | -5.37% | |
| Consumer Services | -5.38% | |
| Auto Components | -5.50% | |
| Retail Distributors | -5.61% | |
| General Merchandise and Department Stores | -7.83% | |
| Specialty Stores | -8.13% | |
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 63.2x.
- Analysts are expecting annual earnings growth of 36.4%, which is higher than its past year's earnings decline of 18.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 57% 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 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 | |
|---|---|---|---|---|---|
| 601238 Guangzhou Automobile Group | CN¥8.36 | 6.2% +CN¥5.0b | -4.8% | PS0.9x | |
| 600690 Haier Smart Home | CN¥26.92 | 1.3% +CN¥3.3b | -4.2% | PE12x | |
| 603129 Zhejiang Cfmoto PowerLtd | CN¥246.02 | 6.5% +CN¥2.3b | 72.0% | PE20.8x | |
| 301061 MotoMotion China | CN¥96.50 | 10.2% +CN¥1.9b | 133.7% | PE23.2x | |
| 603766 Loncin Motor | CN¥13.65 | 6.4% +CN¥1.7b | 67.3% | PE15.6x |