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Chinese (SSE) Consumer Discretionary Sector Analysis
UpdatedAug 24, 2025
DataAggregated Company Financials
Companies600
- 7D4.0%
- 3M9.5%
- 1Y48.6%
- YTD14.2%
In the last week, the Consumer Discretionary industry is up 4.0%, with SAIC Motor leading the way with a 9.8% gain. This takes the industry's 12 month performance to a gain of 49%. As for the next few years, earnings are expected to grow by 22% 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 |
|---|---|---|---|---|---|---|
| Sun, 24 Aug 2025 | CN¥7.5t | CN¥5.9t | CN¥259.8b | 38.7x | 28.9x | 1.3x |
| Tue, 22 Jul 2025 | CN¥6.9t | CN¥5.8t | CN¥258.5b | 35.3x | 26.8x | 1.2x |
| Thu, 19 Jun 2025 | CN¥6.6t | CN¥5.8t | CN¥257.4b | 32.9x | 25.6x | 1.1x |
| Sat, 17 May 2025 | CN¥6.6t | CN¥5.8t | CN¥253.1b | 33.2x | 26.3x | 1.2x |
| Mon, 14 Apr 2025 | CN¥6.1t | CN¥5.7t | CN¥256.1b | 30.1x | 24x | 1.1x |
| Wed, 12 Mar 2025 | CN¥6.6t | CN¥5.6t | CN¥250.8b | 33.3x | 26.4x | 1.2x |
| Fri, 07 Feb 2025 | CN¥6.4t | CN¥5.6t | CN¥250.2b | 31x | 25.5x | 1.1x |
| Sun, 05 Jan 2025 | CN¥6.1t | CN¥5.6t | CN¥251.1b | 27.9x | 24.2x | 1.1x |
| Tue, 03 Dec 2024 | CN¥6.4t | CN¥5.6t | CN¥251.1b | 30.4x | 25.7x | 1.1x |
| Thu, 31 Oct 2024 | CN¥6.1t | CN¥5.7t | CN¥252.7b | 27.3x | 24.1x | 1.1x |
| Sat, 28 Sep 2024 | CN¥5.5t | CN¥5.7t | CN¥254.2b | 24.6x | 21.8x | 1x |
| Mon, 26 Aug 2024 | CN¥4.8t | CN¥5.8t | CN¥248.1b | 21.4x | 19.4x | 0.8x |
| Wed, 24 Jul 2024 | CN¥4.9t | CN¥5.8t | CN¥245.6b | 23.1x | 20.1x | 0.9x |
| Fri, 21 Jun 2024 | CN¥5.3t | CN¥5.8t | CN¥245.3b | 24.1x | 21.6x | 0.9x |
| Sun, 19 May 2024 | CN¥5.8t | CN¥5.8t | CN¥243.4b | 26.9x | 23.9x | 1x |
| Tue, 16 Apr 2024 | CN¥5.6t | CN¥5.6t | CN¥224.3b | 26.6x | 24.9x | 1x |
| Thu, 14 Mar 2024 | CN¥5.7t | CN¥5.8t | CN¥223.1b | 27.2x | 25.3x | 1x |
| Sat, 10 Feb 2024 | CN¥5.0t | CN¥5.6t | CN¥210.7b | 23.5x | 23.9x | 0.9x |
| Mon, 08 Jan 2024 | CN¥5.5t | CN¥5.6t | CN¥207.1b | 30.2x | 26.6x | 1x |
| Wed, 06 Dec 2023 | CN¥5.7t | CN¥5.6t | CN¥206.1b | 31.8x | 27.6x | 1x |
| Fri, 03 Nov 2023 | CN¥5.7t | CN¥5.6t | CN¥206.7b | 31.2x | 27.4x | 1x |
| Sun, 01 Oct 2023 | CN¥5.7t | CN¥5.6t | CN¥197.0b | 31.8x | 29x | 1x |
| Tue, 29 Aug 2023 | CN¥5.6t | CN¥5.6t | CN¥184.6b | 29.9x | 30.3x | 1x |
| Thu, 27 Jul 2023 | CN¥6.0t | CN¥5.6t | CN¥165.7b | 34x | 36.1x | 1.1x |
| Sat, 24 Jun 2023 | CN¥5.8t | CN¥5.6t | CN¥164.9b | 33.6x | 35x | 1x |
| Mon, 22 May 2023 | CN¥5.6t | CN¥5.6t | CN¥164.4b | 31.1x | 33.9x | 1x |
| Wed, 19 Apr 2023 | CN¥5.9t | CN¥5.7t | CN¥146.1b | 32.8x | 40.6x | 1x |
| Fri, 17 Mar 2023 | CN¥5.8t | CN¥5.8t | CN¥154.2b | 32.5x | 37.8x | 1x |
| Sun, 12 Feb 2023 | CN¥6.2t | CN¥5.8t | CN¥153.6b | 34.4x | 40.4x | 1.1x |
| Tue, 10 Jan 2023 | CN¥6.0t | CN¥5.8t | CN¥154.7b | 31.5x | 39.1x | 1x |
| Thu, 08 Dec 2022 | CN¥6.1t | CN¥5.8t | CN¥154.1b | 33.2x | 39.3x | 1x |
| Sat, 05 Nov 2022 | CN¥5.8t | CN¥5.8t | CN¥150.8b | 33.5x | 38.3x | 1x |
| Mon, 03 Oct 2022 | CN¥5.6t | CN¥5.7t | CN¥152.1b | 31.1x | 36.5x | 1x |
| Wed, 31 Aug 2022 | CN¥6.1t | CN¥5.8t | CN¥159.6b | 35.7x | 38.2x | 1.1x |
Price to Earnings Ratio
38.2x
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 29.2x.
- The 3-year average PS ratio of 1.0x 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 18% 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 | 3.90% | |
| Consumer Discretionary | 4.02% | |
| Retail Distributors | 6.93% | |
| Auto | 5.88% | |
| Consumer Services | 5.12% | |
| Auto Components | 4.79% | |
| General Merchandise and Department Stores | 4.47% | |
| Specialty Stores | 4.20% | |
| Hospitality | 4.16% | |
| Luxury | 3.05% | |
| Consumer Durables | 2.48% | |
| Leisure | 1.90% | |
| Online Retail and Ecommerce | 0% | 0 |
Industry PE
- Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 52.1x.
- Analysts are expecting annual earnings growth of 24.6%, which is higher than its past year's earnings decline of 2.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 46% over the next 5 years.
- This is better than its past earnings growth rate of 13% per year.
- In contrast, the Consumer Durables industry is expected to see its earnings grow by 13% 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 | |
|---|---|---|---|---|---|
| 600104 SAIC Motor | CN¥20.21 | 9.8% +CN¥20.7b | 55.5% | PE116.9x | |
| 600660 Fuyao Glass Industry Group | CN¥63.17 | 13.6% +CN¥19.8b | 33.6% | PE18.7x | |
| 601689 Ningbo Tuopu GroupLtd | CN¥58.80 | 20.4% +CN¥17.3b | 85.5% | PE35x | |
| 688775 Arashi Vision | CN¥264.99 | 18.1% +CN¥16.3b | n/a | PE107.3x | |
| 600415 Zhejiang China Commodities City Group | CN¥20.93 | 9.8% +CN¥10.2b | 163.9% | PE34.6x |