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Chinese (SSE) Consumer Discretionary Sector Analysis
UpdatedJan 12, 2026
DataAggregated Company Financials
Companies605
- 7D3.0%
- 3M4.8%
- 1Y24.4%
- YTD2.2%
The Consumer Discretionary industry is up 3.0% in the last week, with Midea Group up 2.1%. This means that the industry has gained 24% over the past year. As for the next few years, earnings are expected to grow by 25% per annum.
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, 12 Jan 2026 | CN¥8.1t | CN¥6.1t | CN¥267.3b | 40.8x | 30.5x | 1.3x |
| Wed, 10 Dec 2025 | CN¥7.7t | CN¥6.1t | CN¥266.9b | 38x | 28.9x | 1.3x |
| Fri, 07 Nov 2025 | CN¥7.8t | CN¥6.1t | CN¥266.9b | 39.3x | 29.2x | 1.3x |
| Sun, 05 Oct 2025 | CN¥7.8t | CN¥5.9t | CN¥259.5b | 40.8x | 30.2x | 1.3x |
| Tue, 02 Sep 2025 | CN¥7.5t | CN¥5.9t | CN¥259.7b | 38.5x | 28.8x | 1.3x |
| Thu, 31 Jul 2025 | CN¥7.0t | CN¥5.8t | CN¥258.6b | 35.9x | 27x | 1.2x |
| Sat, 28 Jun 2025 | CN¥6.7t | CN¥5.8t | CN¥257.4b | 33.7x | 25.8x | 1.1x |
| Mon, 26 May 2025 | CN¥6.7t | CN¥5.8t | CN¥253.7b | 33.8x | 26.3x | 1.2x |
| Wed, 23 Apr 2025 | CN¥6.2t | CN¥5.7t | CN¥257.0b | 30.5x | 24.3x | 1.1x |
| Fri, 21 Mar 2025 | CN¥6.8t | CN¥5.6t | CN¥251.6b | 34.7x | 27x | 1.2x |
| Sun, 16 Feb 2025 | CN¥6.5t | CN¥5.6t | CN¥250.2b | 32.1x | 26.1x | 1.2x |
| Tue, 14 Jan 2025 | CN¥6.0t | CN¥5.6t | CN¥250.1b | 27.1x | 24x | 1.1x |
| Thu, 12 Dec 2024 | CN¥6.7t | CN¥5.6t | CN¥251.1b | 31.8x | 26.6x | 1.2x |
| Sat, 09 Nov 2024 | CN¥6.4t | CN¥5.6t | CN¥250.9b | 28.8x | 25.4x | 1.1x |
| Mon, 07 Oct 2024 | CN¥6.0t | CN¥5.7t | CN¥254.2b | 27x | 23.8x | 1.1x |
| Wed, 04 Sep 2024 | CN¥4.9t | CN¥5.7t | CN¥252.3b | 22x | 19.4x | 0.9x |
| Fri, 02 Aug 2024 | CN¥5.1t | CN¥5.8t | CN¥245.5b | 23.9x | 20.7x | 0.9x |
| Sun, 30 Jun 2024 | CN¥5.1t | CN¥5.8t | CN¥245.6b | 23.9x | 20.9x | 0.9x |
| Tue, 28 May 2024 | CN¥5.7t | CN¥5.8t | CN¥245.1b | 25.5x | 23.1x | 1x |
| Thu, 25 Apr 2024 | CN¥5.6t | CN¥5.7t | CN¥230.1b | 25.9x | 24.3x | 1x |
| Sat, 23 Mar 2024 | CN¥5.7t | CN¥5.8t | CN¥220.9b | 28.2x | 25.6x | 1x |
| Mon, 19 Feb 2024 | CN¥5.0t | CN¥5.6t | CN¥209.1b | 23.5x | 24.1x | 0.9x |
| Wed, 17 Jan 2024 | CN¥5.5t | CN¥5.6t | CN¥207.7b | 30.4x | 26.6x | 1x |
| Fri, 15 Dec 2023 | CN¥5.7t | CN¥5.6t | CN¥206.2b | 30.9x | 27.6x | 1x |
| Sun, 12 Nov 2023 | CN¥5.7t | CN¥5.6t | CN¥206.0b | 32x | 27.7x | 1x |
| Tue, 10 Oct 2023 | CN¥5.8t | CN¥5.6t | CN¥197.9b | 33.1x | 29.1x | 1x |
| Thu, 07 Sep 2023 | CN¥5.8t | CN¥5.6t | CN¥196.4b | 32x | 29.5x | 1x |
| Sat, 05 Aug 2023 | CN¥6.1t | CN¥5.6t | CN¥177.3b | 33.5x | 34.3x | 1.1x |
| Mon, 03 Jul 2023 | CN¥5.9t | CN¥5.6t | CN¥165.0b | 34x | 35.6x | 1x |
| Wed, 31 May 2023 | CN¥5.5t | CN¥5.6t | CN¥165.3b | 31.7x | 33.4x | 1x |
| Fri, 28 Apr 2023 | CN¥5.7t | CN¥5.7t | CN¥143.2b | 29.2x | 39.6x | 1x |
| Sun, 26 Mar 2023 | CN¥6.0t | CN¥5.8t | CN¥156.0b | 33.1x | 38.4x | 1x |
| Tue, 21 Feb 2023 | CN¥6.3t | CN¥5.8t | CN¥153.9b | 34.3x | 40.7x | 1.1x |
| Thu, 19 Jan 2023 | CN¥6.2t | CN¥5.8t | CN¥154.8b | 32.2x | 39.8x | 1.1x |
Price to Earnings Ratio
39.8x
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 28.1x.
- The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 20% 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 | 5.17% | |
| Consumer Discretionary | 3.02% | |
| General Merchandise and Department Stores | 5.76% | |
| Consumer Services | 5.43% | |
| Auto Components | 3.80% | |
| Retail Distributors | 3.28% | |
| Leisure | 3.15% | |
| Luxury | 2.93% | |
| Consumer Durables | 2.34% | |
| Auto | 2.32% | |
| Specialty Stores | 1.65% | |
| Hospitality | 1.14% | |
| Online Retail and Ecommerce | 0% | 0 |
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 67.9x.
- Analysts are expecting annual earnings growth of 35.1%, 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 64% 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 | |
|---|---|---|---|---|---|
| 000333 Midea Group | CN¥79.77 | 2.1% +CN¥12.1b | 4.5% | PE13.4x | |
| 301550 Zhejiang Sling Automobile Bearing | CN¥180.94 | 30.5% +CN¥9.8b | 389.5% | PE216.8x | |
| 000559 Wanxiang QianchaoLtd | CN¥19.85 | 15.4% +CN¥8.8b | 235.9% | PE65.3x | |
| 002920 Huizhou Desay SV Automotive | CN¥134.65 | 11.9% +CN¥8.6b | 31.8% | PE33.7x | |
| 601127 Seres GroupLtd | CN¥124.72 | 3.1% +CN¥7.0b | -2.7% | PE32x |