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Chinese (SSE) Consumer Discretionary Sector Analysis

UpdatedApr 22, 2025
DataAggregated Company Financials
Companies592
  • 7D0.3%
  • 3M-2.5%
  • 1Y10.4%
  • YTD-1.6%

The Consumer Discretionary is pretty flat in the last 7 days, but Zhejiang China Commodities City Group has stood out, gaining 9.8%. The past year has been better, since the industry has gained 10% in that time. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 22 Apr 2025CN¥6.2tCN¥5.7tCN¥256.2b31.3x24.4x1.1x
Thu, 20 Mar 2025CN¥6.8tCN¥5.6tCN¥250.9b34.5x27.2x1.2x
Sat, 15 Feb 2025CN¥6.5tCN¥5.6tCN¥250.2b32.1x26.1x1.2x
Mon, 13 Jan 2025CN¥6.1tCN¥5.6tCN¥250.1b27.3x24.3x1.1x
Wed, 11 Dec 2024CN¥6.6tCN¥5.6tCN¥251.1b31.3x26.2x1.2x
Fri, 08 Nov 2024CN¥6.4tCN¥5.6tCN¥250.9b28.7x25.3x1.1x
Sun, 06 Oct 2024CN¥6.0tCN¥5.7tCN¥254.2b27x23.8x1.1x
Tue, 03 Sep 2024CN¥4.8tCN¥5.8tCN¥251.3b21.9x19.2x0.8x
Thu, 01 Aug 2024CN¥5.1tCN¥5.8tCN¥245.5b24.2x20.8x0.9x
Sat, 29 Jun 2024CN¥5.1tCN¥5.8tCN¥245.6b23.8x20.9x0.9x
Mon, 27 May 2024CN¥5.6tCN¥5.8tCN¥244.8b25.3x22.9x1x
Wed, 24 Apr 2024CN¥5.5tCN¥5.7tCN¥228.6b25.8x24.2x1x
Fri, 22 Mar 2024CN¥5.7tCN¥5.8tCN¥224.0b28.2x25.4x1x
Sun, 18 Feb 2024CN¥5.0tCN¥5.6tCN¥209.1b23.5x24.1x0.9x
Tue, 16 Jan 2024CN¥5.5tCN¥5.6tCN¥207.7b30.3x26.5x1x
Thu, 14 Dec 2023CN¥5.7tCN¥5.6tCN¥206.1b31.2x27.6x1x
Sat, 11 Nov 2023CN¥5.7tCN¥5.6tCN¥206.8b32x27.6x1x
Mon, 09 Oct 2023CN¥5.7tCN¥5.6tCN¥197.9b32.3x29x1x
Wed, 06 Sep 2023CN¥5.8tCN¥5.6tCN¥196.4b32.3x29.5x1x
Fri, 04 Aug 2023CN¥6.1tCN¥5.6tCN¥177.3b33.7x34.3x1.1x
Sun, 02 Jul 2023CN¥5.9tCN¥5.6tCN¥165.0b34x35.6x1x
Tue, 30 May 2023CN¥5.5tCN¥5.6tCN¥165.2b31.1x33.3x1x
Thu, 27 Apr 2023CN¥5.6tCN¥5.7tCN¥143.2b28.9x39.4x1x
Sat, 25 Mar 2023CN¥6.0tCN¥5.8tCN¥156.0b33.1x38.4x1x
Mon, 20 Feb 2023CN¥6.1tCN¥5.8tCN¥153.9b34x39.8x1.1x
Wed, 18 Jan 2023CN¥6.2tCN¥5.8tCN¥154.8b32.7x40x1.1x
Fri, 16 Dec 2022CN¥6.0tCN¥5.8tCN¥154.3b32.9x39.2x1x
Sun, 13 Nov 2022CN¥5.8tCN¥5.8tCN¥152.3b33.4x38x1x
Tue, 11 Oct 2022CN¥5.4tCN¥5.7tCN¥152.1b30.5x35.6x1x
Thu, 08 Sep 2022CN¥6.1tCN¥5.7tCN¥151.3b35.5x40.1x1.1x
Sat, 06 Aug 2022CN¥6.2tCN¥5.8tCN¥171.8b35.4x35.9x1.1x
Mon, 04 Jul 2022CN¥6.4tCN¥5.9tCN¥173.2b35.3x37.2x1.1x
Wed, 01 Jun 2022CN¥5.8tCN¥5.9tCN¥174.3b32x33.5x1x
Fri, 29 Apr 2022CN¥5.1tCN¥6.0tCN¥215.4b26.8x23.8x0.9x
Price to Earnings Ratio

23.8x


Total Market Cap: CN¥5.1tTotal Earnings: CN¥215.4bTotal Revenue: CN¥6.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Consumer Discretionary Sector Price to Earnings3Y Average 30.1x202320242025
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 24.4x which is lower than its 3-year average PE of 30.1x.
  • The industry is trading close to its 3-year average PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 6.0% 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 Market0.50%
Consumer Discretionary0.31%
Retail Distributors3.06%
Consumer Durables1.43%
Consumer Services1.17%
Luxury1.03%
Auto Components0.59%
Online Retail and Ecommerce0%0
Leisure-0.39%
Specialty Stores-1.60%
General Merchandise and Department Stores-1.74%
Auto-1.76%
Hospitality-1.95%
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 48.7x.
    • Analysts are expecting annual earnings growth of 17.8%, which is higher than its past year's earnings decline of 2.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 74% over the next 5 years.
  • This is better than its past earnings growth rate of 19% 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
600415 Zhejiang China Commodities City GroupCN¥16.039.8%
+CN¥7.8b
95.5%PE27.8x
000651 Gree Electric Appliances of ZhuhaiCN¥45.551.5%
+CN¥3.8b
16.3%PE8.1x
601086 Gansu Guofang Industry & Trade (Group)CN¥14.0561.1%
+CN¥3.5b
223.0%PE159.9x
600660 Fuyao Glass Industry GroupCN¥55.942.5%
+CN¥3.5b
24.1%PE17.9x
002850 Shenzhen Kedali IndustryCN¥123.006.5%
+CN¥2.1b
43.8%PE22.9x
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