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Chinese (SSE) Consumer Discretionary Sector Analysis

UpdatedApr 12, 2026
DataAggregated Company Financials
Companies606
  • 7D3.7%
  • 3M-9.4%
  • 1Y12.8%
  • YTD-7.6%

The Consumer Discretionary industry has gained 3.7% in the last week and Seres GroupLtd up 4.2%. This means that the industry has gained 13% over the past year. Earnings are forecast to grow by 22% annually.

Sector Valuation and Performance

Has the Chinese Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 13 Apr 2026CN¥7.4tCN¥6.1tCN¥265.9b37.2x27.8x1.2x
Wed, 11 Mar 2026CN¥7.8tCN¥6.1tCN¥267.6b40.2x29.1x1.3x
Fri, 06 Feb 2026CN¥8.0tCN¥6.1tCN¥267.2b40.8x30x1.3x
Sun, 04 Jan 2026CN¥7.9tCN¥6.1tCN¥266.9b39.4x29.6x1.3x
Tue, 02 Dec 2025CN¥7.8tCN¥6.1tCN¥267.6b38x29.1x1.3x
Thu, 30 Oct 2025CN¥7.8tCN¥6.1tCN¥264.6b39.1x29.5x1.3x
Sat, 27 Sep 2025CN¥7.7tCN¥5.9tCN¥259.2b39.9x29.8x1.3x
Mon, 25 Aug 2025CN¥7.5tCN¥5.9tCN¥259.0b38.9x28.9x1.3x
Wed, 23 Jul 2025CN¥6.9tCN¥5.8tCN¥258.5b35.5x26.8x1.2x
Fri, 20 Jun 2025CN¥6.5tCN¥5.8tCN¥257.4b32.6x25.2x1.1x
Sun, 18 May 2025CN¥6.6tCN¥5.8tCN¥252.9b33.2x26.3x1.2x
Tue, 15 Apr 2025CN¥6.2tCN¥5.7tCN¥256.1b31.2x24.3x1.1x
Thu, 13 Mar 2025CN¥6.6tCN¥5.6tCN¥250.8b33.9x26.4x1.2x
Sat, 08 Feb 2025CN¥6.5tCN¥5.6tCN¥250.2b31.8x26x1.2x
Mon, 06 Jan 2025CN¥6.1tCN¥5.6tCN¥251.1b27.9x24.2x1.1x
Wed, 04 Dec 2024CN¥6.4tCN¥5.6tCN¥251.1b30.5x25.6x1.1x
Fri, 01 Nov 2024CN¥6.1tCN¥5.6tCN¥251.8b27.6x24.4x1.1x
Sun, 29 Sep 2024CN¥5.5tCN¥5.7tCN¥254.2b24.6x21.8x1x
Tue, 27 Aug 2024CN¥4.8tCN¥5.8tCN¥250.1b21.7x19.3x0.8x
Thu, 25 Jul 2024CN¥4.8tCN¥5.8tCN¥245.5b22.5x19.6x0.8x
Sat, 22 Jun 2024CN¥5.3tCN¥5.8tCN¥245.3b24.2x21.6x0.9x
Mon, 20 May 2024CN¥5.8tCN¥5.8tCN¥243.4b26.8x23.9x1x
Wed, 17 Apr 2024CN¥5.6tCN¥5.6tCN¥225.8b24.7x24.7x1x
Fri, 15 Mar 2024CN¥5.6tCN¥5.8tCN¥223.2b27.5x25.2x1x
Sun, 11 Feb 2024CN¥5.0tCN¥5.6tCN¥210.7b23.5x23.9x0.9x
Tue, 09 Jan 2024CN¥5.4tCN¥5.6tCN¥207.1b29.6x26.1x1x
Thu, 07 Dec 2023CN¥5.7tCN¥5.6tCN¥206.1b32x27.7x1x
Sat, 04 Nov 2023CN¥5.7tCN¥5.6tCN¥206.2b31.8x27.7x1x
Mon, 02 Oct 2023CN¥5.7tCN¥5.6tCN¥197.0b31.8x29x1x
Wed, 30 Aug 2023CN¥5.8tCN¥5.6tCN¥186.9b31.5x30.8x1x
Fri, 28 Jul 2023CN¥6.0tCN¥5.6tCN¥165.7b33.8x36.3x1.1x
Sun, 25 Jun 2023CN¥5.8tCN¥5.6tCN¥165.0b33.9x35x1x
Tue, 23 May 2023CN¥5.4tCN¥5.6tCN¥164.4b31.5x33x1x
Thu, 20 Apr 2023CN¥5.9tCN¥5.7tCN¥146.0b33x40.3x1x
Price to Earnings Ratio

40.3x


Total Market Cap: CN¥5.9tTotal Earnings: CN¥146.0bTotal Revenue: CN¥5.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Consumer Discretionary Sector Price to Earnings3Y Average 27.2x202420252026
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 27.2x.
  • 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 22% per year over the last three years.
  • Revenues for these companies have grown 2.5% 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 Market4.93%
Consumer Discretionary3.67%
Consumer Services6.10%
Auto Components5.34%
Leisure4.99%
General Merchandise and Department Stores4.86%
Luxury4.80%
Auto2.89%
Retail Distributors2.75%
Hospitality2.28%
Consumer Durables1.91%
Specialty Stores1.39%
Online Retail and Ecommerce0%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 78.8x.
    • Analysts are expecting annual earnings growth of 33.6%, which is higher than its past year's earnings decline of 13.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 56% 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 13% 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
601127 Seres GroupLtdCN¥90.074.2%
+CN¥6.4b		-29.2%PE26.3x
300432 Fulin PrecisionCN¥25.7816.5%
+CN¥6.3b		105.0%PE107.2x
603306 HMT (Xiamen) New Technical MaterialsCN¥101.8022.2%
+CN¥5.7b		227.0%PE123.8x
688775 Arashi VisionCN¥193.087.4%
+CN¥5.3b		n/aPE80.3x
000559 Wanxiang QianchaoLtdCN¥16.3210.3%
+CN¥5.0b		162.4%PE52.2x

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