Has the Chinese Consumer Durables Industry valuation changed over the past few years?

Investors are relatively neutral on the Chinese Consumer Durables 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 15.9x. The industry is trading close to its 3-year average PS ratio of 1.2x.

Which industries have driven the changes within the Chinese Consumer Discretionary industry?

Investors are most optimistic about the Housewares and Specialties industry, which is trading close to its 3-year average PE ratio of 50.9x. Analysts are expecting annual earnings growth of 67.6%, which is higher than its past year's earnings decline of 21.7% per year.

Chinese (SSE) Consumer Durables Industry Analysis

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Fri, 12 Jun 2026	CN¥2.1t	CN¥1.7t	CN¥123.9b	30.7x	17.2x	1.3x
Sun, 10 May 2026	CN¥2.3t	CN¥1.7t	CN¥124.0b	37.4x	18.3x	1.3x
Tue, 07 Apr 2026	CN¥2.1t	CN¥1.7t	CN¥132.5b	28.9x	15.7x	1.2x
Thu, 05 Mar 2026	CN¥2.2t	CN¥1.7t	CN¥133.9b	29.5x	16.3x	1.3x
Sat, 31 Jan 2026	CN¥2.2t	CN¥1.7t	CN¥134.2b	32.5x	16.6x	1.3x
Mon, 29 Dec 2025	CN¥2.2t	CN¥1.7t	CN¥134.2b	30.6x	16.7x	1.3x
Wed, 26 Nov 2025	CN¥2.2t	CN¥1.7t	CN¥134.2b	30.1x	16.6x	1.3x
Fri, 24 Oct 2025	CN¥2.2t	CN¥1.7t	CN¥132.8b	33.4x	16.5x	1.3x
Sun, 21 Sep 2025	CN¥2.3t	CN¥1.7t	CN¥133.1b	35.5x	17x	1.4x
Tue, 19 Aug 2025	CN¥2.2t	CN¥1.7t	CN¥129.6b	34.1x	17x	1.3x
Thu, 17 Jul 2025	CN¥2.1t	CN¥1.6t	CN¥128.7b	28.1x	15.9x	1.2x
Sat, 14 Jun 2025	CN¥2.0t	CN¥1.6t	CN¥127.7b	26.7x	15.4x	1.2x
Mon, 12 May 2025	CN¥2.0t	CN¥1.6t	CN¥128.0b	26.9x	15.4x	1.2x
Wed, 09 Apr 2025	CN¥1.8t	CN¥1.6t	CN¥120.7b	21.5x	14.8x	1.1x
Fri, 07 Mar 2025	CN¥2.0t	CN¥1.6t	CN¥119.1b	26.4x	16.5x	1.3x
Sun, 02 Feb 2025	CN¥1.9t	CN¥1.6t	CN¥118.9b	23.8x	16.3x	1.2x
Tue, 31 Dec 2024	CN¥2.0t	CN¥1.6t	CN¥118.7b	23.9x	16.6x	1.3x
Thu, 28 Nov 2024	CN¥1.9t	CN¥1.6t	CN¥118.7b	23.2x	16.1x	1.2x
Sat, 26 Oct 2024	CN¥2.0t	CN¥1.6t	CN¥119.0b	20.9x	16.6x	1.3x
Mon, 23 Sep 2024	CN¥1.6t	CN¥1.6t	CN¥118.9b	17.8x	13.8x	1.1x
Wed, 21 Aug 2024	CN¥1.5t	CN¥1.5t	CN¥118.1b	18.2x	13x	1x
Fri, 19 Jul 2024	CN¥1.6t	CN¥1.5t	CN¥116.2b	19.1x	13.7x	1x
Sun, 16 Jun 2024	CN¥1.8t	CN¥1.5t	CN¥116.2b	21.1x	15.1x	1.1x
Tue, 14 May 2024	CN¥1.9t	CN¥1.5t	CN¥116.3b	23.1x	16.6x	1.3x
Thu, 11 Apr 2024	CN¥1.7t	CN¥1.5t	CN¥111.5b	22.8x	15x	1.1x
Sat, 09 Mar 2024	CN¥1.7t	CN¥1.5t	CN¥108.8b	21.3x	15.5x	1.2x
Mon, 05 Feb 2024	CN¥1.5t	CN¥1.5t	CN¥108.7b	19x	13.6x	1x
Wed, 03 Jan 2024	CN¥1.6t	CN¥1.5t	CN¥108.4b	23.9x	14.3x	1.1x
Fri, 01 Dec 2023	CN¥1.6t	CN¥1.5t	CN¥108.4b	24x	14.5x	1.1x
Sun, 29 Oct 2023	CN¥1.6t	CN¥1.5t	CN¥106.0b	26x	15.1x	1.1x
Tue, 26 Sep 2023	CN¥1.6t	CN¥1.4t	CN¥104.9b	25.5x	15.7x	1.1x
Thu, 24 Aug 2023	CN¥1.6t	CN¥1.6t	CN¥99.3b	24.3x	16.4x	1x
Sat, 22 Jul 2023	CN¥1.7t	CN¥1.6t	CN¥98.8b	24.7x	17.5x	1.1x
Mon, 19 Jun 2023	CN¥1.7t	CN¥1.6t	CN¥98.6b	25.5x	17.7x	1.1x


CN Market	-3.54%
Consumer Discretionary	-3.12%
Consumer Durables	0.19%
Housewares and Specialties	2.59%
Household Appliances	1.31%
Home Furnishings	-1.72%
Homebuilding	-5.00%
Consumer Electronics	-5.21%

Company	Last Price	7D	1Y	Valuation
000333 Midea Group	CN¥85.35	3.6% +CN¥22.1b	18.2%	PE14.6x
600690 Haier Smart Home	CN¥21.11	3.7% +CN¥6.9b	-15.5%	PE10.4x
603268 Guangdong Songfa CeramicsLtd	CN¥144.90	4.3% +CN¥5.8b	270.6%	PE40.3x
605318 Fsilon Furnishing and Construction Materials	CN¥126.99	38.8% +CN¥4.5b	374.2%	PE51583.2x
000921 Hisense Home Appliances Group	CN¥29.30	10.4% +CN¥3.8b	6.3%	PE13.1x

Announcement • 1h

Insta360 Launches Luna Ultra Leica Co-Engineered Gimbal Camera

Insta360 announced Luna Ultra, its flagship gimbal camera co-engineered with Leica, built to combine professional imaging, 3-axis stabilization, and flexible creative tools in one portable device. Featuring a dual-lens design with a pro-grade telephoto lens, it's built for everyday creators and mobile filmmakers. With 1" 8K imaging, Leica Summicron lenses, a detachable OLED touchscreen, and advanced AI-powered tracking, Luna Ultra brings Insta360's imaging expertise into a new category for creators who want smooth, high-quality video and photos wherever they go. Luna Ultra will be available starting June 10 via the Insta360 Store, Amazon, Best Buy, and select retailers worldwide, with availability in some markets to follow at a later date. Pricing for the U.S. market starts at USD 769.99. Luna Ultra features a Leica Summicron lens paired with a 1" 8K sensor for high-resolution video and photo capture, and a secondary telephoto lens system with a 1/1.3" sensor and F2.0 aperture, enabling natural bokeh across five focal lengths, with up to 12× zoom, including 6× lossless zoom. Video capabilities include 8K30fps recording with Dolby Vision and support for 10-bit I-Log capture for greater color information and flexibility in post-production. With up to 14 stops of dynamic range, the system preserves rich detail in both highlights and shadows. For photography, Luna Ultra supports 37MP UltraPhotos and 200MP Scenic Panorama photos. Low-light performance is enhanced by PureVideo Mode, which reduces noise and improves brightness and detail up to 4K60fps. Luna Ultra also features a Triple AI Chip to support advanced image processing and overall performance. Luna Ultra features a compact, lightweight design at just over 200g, making it as easy to carry as a modern smartphone. An industry-first detachable 2" OLED touchscreen enables remote monitoring and control with HD transmission up to 20 meters, for more flexible shooting angles and solo capture. It also features a 1550mAh battery for up to four hours of use, with fast charging to 80% in approximately 23 minutes. Built-in storage provides 47GB of usable space, with support for up to 1TB via microSD. A 3-axis stabilization system, combined with electronic image stabilization, ensures smooth footage during movement. Deep Track 5.0 enables precise subject tracking, with features including Auto Tracking, Active Zoom Tracking, Group Tracking, and Smart Framing to help keep subjects in frame and in focus. Luna Ultra incorporates Leica color profiles, including Leica Natural, Leica Vivid, and Leica Chrome, alongside a range of cinematic filters for flexible in-camera looks. It also supports professional color workflows, including ACES (Academy Color Encoding System). Built-in timecode enables multi-camera synchronization and supports editing in software such as Final Cut Pro and Adobe Premiere Pro. Additional tools include QR Color Share for sharing color settings between devices and AI-assisted editing within the Insta360 app, which identifies key moments and generates ready-to-share edits. For audio, Luna Ultra features a built-in wind guard for clearer outdoor recording, along with direct compatibility with Insta360 Mic systems for single or dual-transmitter setups. A dedicated accessory lineup further expands creative options, including a POV Head Tracker for hands-free capture, Black Mist filters for cinematic diffusion, a Wide-Angle Lens that expands the field of view to 108°, and ND Filters for exposure control and motion blur. Insta360's partnership with Leica spans six years and five co-developed products, combining Leica's optical heritage and iconic color science with Insta360's Emmy Award-winning imaging technology. With Luna Ultra, the two companies bring that collaboration into a new category, pairing professional optics with compact, AI-powered gimbal camera design. Luna Ultra was unveiled at Leica's Headquarters in Wetzlar, underscoring the close partnership behind Insta360's first Leica co-engineered gimbal camera. Luna Ultra will be available starting June 10 via the Insta360 Store, Amazon, Best Buy, and select retailers worldwide, with availability in some markets to follow at a later date. Luna Ultra – USD 769.99. It will be available in Cosmic Black and Stellar White.

Chinese (SSE) Consumer Durables Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Insta360 Launches Luna Ultra Leica Co-Engineered Gimbal Camera

Now 24% undervalued

Now 29% overvalued

Hangzhou Greatstar Industrial Co., Ltd Approves Final Cash Dividend on A Shares for the Year 2025, Payable on 18 June 2026

New minor risk - Dividend sustainability

Midea Group Co., Ltd. Announces Appointment of Dr. Zhang Ya as an Independent Non-Executive Director and as A Member of the Audit Committee, the Remuneration and Evaluation Committee, the Nomination Committee and Strategy Committee , Effective June 5, 2026

Sichuan Changhong Electric Co.,Ltd., Annual General Meeting, Jun 29, 2026

Hisense Visual Technology Co., Ltd., Annual General Meeting, Jun 24, 2026

Dividend reduced to CN¥0.087

Hisense Home Appliances Group Co., Ltd., Annual General Meeting, Jun 25, 2026

New minor risk - Share price stability

Dividend reduced to CN¥2.63

First quarter 2026 earnings released: EPS: CN¥0.15 (vs CN¥0.23 in 1Q 2025)

First quarter 2026 earnings: EPS and revenues exceed analyst expectations

First quarter 2026 earnings: EPS and revenues miss analyst expectations

Full year 2025 earnings released: CN¥0.05 loss per share (vs CN¥0.23 loss in FY 2024)