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Chinese (SSE) Consumer Discretionary Sector Analysis
UpdatedJun 08, 2025
DataAggregated Company Financials
Companies597
- 7D-0.2%
- 3M-1.9%
- 1Y19.1%
- YTD2.7%
The Consumer Discretionary is pretty flat in the last 7 days, but Chongqing Changan Automobile has stood out, gaining 4.0%. The past year has been better, since the industry has gained 19% in that time. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 09 Jun 2025 | CN¥6.6t | CN¥5.8t | CN¥257.2b | 33x | 25.7x | 1.1x |
| Wed, 07 May 2025 | CN¥6.5t | CN¥5.8t | CN¥253.7b | 32.3x | 25.7x | 1.1x |
| Fri, 04 Apr 2025 | CN¥6.4t | CN¥5.7t | CN¥253.2b | 31.7x | 25.4x | 1.1x |
| Sun, 02 Mar 2025 | CN¥6.5t | CN¥5.6t | CN¥250.3b | 32.4x | 25.9x | 1.1x |
| Tue, 28 Jan 2025 | CN¥6.3t | CN¥5.6t | CN¥250.1b | 29.6x | 25x | 1.1x |
| Thu, 26 Dec 2024 | CN¥6.4t | CN¥5.6t | CN¥251.1b | 29.3x | 25.5x | 1.1x |
| Sat, 23 Nov 2024 | CN¥6.1t | CN¥5.6t | CN¥251.0b | 29x | 24.5x | 1.1x |
| Mon, 21 Oct 2024 | CN¥5.8t | CN¥5.7t | CN¥255.8b | 25.8x | 22.8x | 1x |
| Wed, 18 Sep 2024 | CN¥4.8t | CN¥5.6t | CN¥253.1b | 21.5x | 19x | 0.9x |
| Fri, 16 Aug 2024 | CN¥4.9t | CN¥5.8t | CN¥246.4b | 22.6x | 19.8x | 0.8x |
| Sun, 14 Jul 2024 | CN¥5.2t | CN¥5.8t | CN¥245.3b | 24.1x | 21.1x | 0.9x |
| Tue, 11 Jun 2024 | CN¥5.4t | CN¥5.8t | CN¥245.3b | 24.2x | 22x | 0.9x |
| Thu, 09 May 2024 | CN¥5.8t | CN¥5.8t | CN¥242.9b | 26.7x | 23.9x | 1x |
| Sat, 06 Apr 2024 | CN¥5.7t | CN¥5.8t | CN¥226.1b | 28x | 25.3x | 1x |
| Mon, 04 Mar 2024 | CN¥5.5t | CN¥5.6t | CN¥209.7b | 26.2x | 26.2x | 1x |
| Wed, 31 Jan 2024 | CN¥5.1t | CN¥5.6t | CN¥208.0b | 26.2x | 24.6x | 0.9x |
| Fri, 29 Dec 2023 | CN¥5.6t | CN¥5.6t | CN¥206.8b | 30.7x | 26.9x | 1x |
| Sun, 26 Nov 2023 | CN¥5.8t | CN¥5.6t | CN¥206.1b | 32.4x | 28.3x | 1x |
| Tue, 24 Oct 2023 | CN¥5.4t | CN¥5.6t | CN¥198.3b | 29.7x | 27.3x | 1x |
| Thu, 21 Sep 2023 | CN¥5.7t | CN¥5.6t | CN¥196.9b | 31.5x | 28.9x | 1x |
| Sat, 19 Aug 2023 | CN¥5.7t | CN¥5.6t | CN¥179.2b | 32.6x | 32x | 1x |
| Mon, 17 Jul 2023 | CN¥6.0t | CN¥5.6t | CN¥165.5b | 34.8x | 36x | 1.1x |
| Wed, 14 Jun 2023 | CN¥5.7t | CN¥5.6t | CN¥165.4b | 32.8x | 34.7x | 1x |
| Fri, 12 May 2023 | CN¥5.7t | CN¥5.6t | CN¥166.2b | 31.3x | 34x | 1x |
| Sun, 09 Apr 2023 | CN¥5.9t | CN¥5.7t | CN¥144.1b | 32.3x | 41.1x | 1x |
| Tue, 07 Mar 2023 | CN¥6.2t | CN¥5.8t | CN¥153.9b | 35x | 40.4x | 1.1x |
| Thu, 02 Feb 2023 | CN¥6.3t | CN¥5.8t | CN¥154.8b | 34.6x | 40.8x | 1.1x |
| Sat, 31 Dec 2022 | CN¥5.8t | CN¥5.8t | CN¥154.4b | 30.7x | 37.6x | 1x |
| Mon, 28 Nov 2022 | CN¥5.6t | CN¥5.8t | CN¥152.8b | 32.1x | 36.9x | 1x |
| Wed, 26 Oct 2022 | CN¥5.4t | CN¥5.7t | CN¥153.6b | 31x | 35.2x | 0.9x |
| Fri, 23 Sep 2022 | CN¥5.8t | CN¥5.7t | CN¥151.8b | 33.5x | 38.1x | 1x |
| Sun, 21 Aug 2022 | CN¥6.2t | CN¥5.8t | CN¥171.2b | 36.7x | 36.3x | 1.1x |
| Tue, 19 Jul 2022 | CN¥6.2t | CN¥5.9t | CN¥173.1b | 34.8x | 35.8x | 1.1x |
| Thu, 16 Jun 2022 | CN¥6.1t | CN¥5.9t | CN¥174.0b | 33.2x | 35x | 1x |
Price to Earnings Ratio
35x
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 25.7x which is lower than its 3-year average PE of 29.8x.
- The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.1x.
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 Market | 1.44% | |
| Consumer Discretionary | -0.20% | |
| Leisure | 7.29% | |
| Retail Distributors | 3.42% | |
| Hospitality | 2.99% | |
| Consumer Services | 1.41% | |
| Specialty Stores | 1.41% | |
| Luxury | 0.85% | |
| Auto Components | 0.089% | |
| Online Retail and Ecommerce | 0% | 0 |
| General Merchandise and Department Stores | -0.23% | |
| Consumer Durables | -1.47% | |
| Auto | -2.22% | |
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 50.9x.
- Analysts are expecting annual earnings growth of 26.2%, 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 52% 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 11% 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 | |
|---|---|---|---|---|---|
| 000625 Chongqing Changan Automobile | CN¥12.84 | 4.0% +CN¥4.9b | -3.5% | PE16.9x | |
| 600415 Zhejiang China Commodities City Group | CN¥18.48 | 4.9% +CN¥4.7b | 119.5% | PE32x | |
| 605099 CoCreation Grass | CN¥36.53 | 43.6% +CN¥4.5b | 75.2% | PE26.9x | |
| 603766 Loncin Motor | CN¥14.22 | 8.8% +CN¥2.4b | 100.6% | PE21.3x | |
| 601888 China Tourism Group Duty Free | CN¥61.61 | 1.7% +CN¥2.1b | -15.1% | PE32.7x |