Chinese (SSE) Consumer Durables Industry Analysis

Industry Valuation and Performance

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

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Sun, 09 Aug 2026	CN¥2.1t	CN¥1.7t	CN¥123.7b	28.7x	17x	1.3x
Tue, 07 Jul 2026	CN¥2.1t	CN¥1.7t	CN¥123.8b	29.2x	16.8x	1.2x
Thu, 04 Jun 2026	CN¥2.1t	CN¥1.7t	CN¥123.9b	31.4x	17.3x	1.3x
Sat, 02 May 2026	CN¥2.2t	CN¥1.7t	CN¥124.9b	37.7x	17.9x	1.3x
Mon, 30 Mar 2026	CN¥2.1t	CN¥1.7t	CN¥133.6b	29.7x	15.7x	1.2x
Wed, 25 Feb 2026	CN¥2.3t	CN¥1.7t	CN¥134.2b	32.7x	17x	1.4x
Fri, 23 Jan 2026	CN¥2.3t	CN¥1.7t	CN¥134.2b	33.6x	17.1x	1.4x
Sun, 21 Dec 2025	CN¥2.2t	CN¥1.7t	CN¥134.2b	29.7x	16.7x	1.3x
Tue, 18 Nov 2025	CN¥2.3t	CN¥1.7t	CN¥134.2b	32.3x	16.8x	1.3x
Thu, 16 Oct 2025	CN¥2.2t	CN¥1.7t	CN¥133.0b	34.2x	16.5x	1.3x
Sat, 13 Sep 2025	CN¥2.3t	CN¥1.7t	CN¥133.1b	33.6x	16.9x	1.4x
Mon, 11 Aug 2025	CN¥2.1t	CN¥1.7t	CN¥129.1b	29.5x	16.3x	1.3x
Wed, 09 Jul 2025	CN¥2.0t	CN¥1.6t	CN¥128.7b	28x	15.7x	1.2x
Fri, 06 Jun 2025	CN¥1.9t	CN¥1.6t	CN¥127.8b	27.3x	15.2x	1.2x
Sun, 04 May 2025	CN¥1.9t	CN¥1.6t	CN¥127.8b	24.8x	14.9x	1.2x
Tue, 01 Apr 2025	CN¥2.0t	CN¥1.6t	CN¥120.8b	25.8x	16.7x	1.3x
Thu, 27 Feb 2025	CN¥2.0t	CN¥1.6t	CN¥119.0b	27.6x	16.4x	1.3x
Sat, 25 Jan 2025	CN¥1.9t	CN¥1.6t	CN¥118.7b	24.2x	16.2x	1.2x
Mon, 23 Dec 2024	CN¥2.0t	CN¥1.6t	CN¥118.7b	24.2x	16.5x	1.3x
Wed, 20 Nov 2024	CN¥1.9t	CN¥1.6t	CN¥118.7b	23.3x	16.1x	1.2x
Fri, 18 Oct 2024	CN¥1.9t	CN¥1.6t	CN¥118.9b	20.1x	15.8x	1.2x
Sun, 15 Sep 2024	CN¥1.6t	CN¥1.6t	CN¥118.9b	17.4x	13.3x	1x
Tue, 13 Aug 2024	CN¥1.6t	CN¥1.5t	CN¥116.4b	18.1x	13.4x	1x
Thu, 11 Jul 2024	CN¥1.6t	CN¥1.5t	CN¥116.2b	19.7x	13.7x	1x
Sat, 08 Jun 2024	CN¥1.8t	CN¥1.5t	CN¥116.2b	20.5x	15.1x	1.1x
Mon, 06 May 2024	CN¥1.8t	CN¥1.5t	CN¥116.5b	22.2x	15.7x	1.2x
Wed, 03 Apr 2024	CN¥1.7t	CN¥1.5t	CN¥111.5b	23.4x	15.5x	1.2x
Fri, 01 Mar 2024	CN¥1.6t	CN¥1.5t	CN¥108.8b	21x	15x	1.1x
Sun, 28 Jan 2024	CN¥1.6t	CN¥1.5t	CN¥108.7b	22.3x	14.3x	1.1x
Tue, 26 Dec 2023	CN¥1.5t	CN¥1.5t	CN¥108.4b	23.3x	14.1x	1x
Thu, 23 Nov 2023	CN¥1.6t	CN¥1.5t	CN¥108.4b	24.1x	14.7x	1.1x
Sat, 21 Oct 2023	CN¥1.6t	CN¥1.4t	CN¥105.0b	24.1x	14.9x	1.1x
Mon, 18 Sep 2023	CN¥1.6t	CN¥1.4t	CN¥104.9b	25.5x	15.5x	1.1x
Wed, 16 Aug 2023	CN¥1.7t	CN¥1.6t	CN¥98.8b	24.4x	17.2x	1.1x

Current Industry PE

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 15.8x.

The industry is trading close to its 3-year average PS ratio of 1.2x.

Past Earnings Growth

The earnings for companies in the Consumer Durables industry have grown 7.8% per year over the last three years.
Revenues for these companies have grown 2.1% 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 industry?


CN Market	5.14%
Consumer Discretionary	0.73%
Consumer Durables	-0.17%
Housewares and Specialties	16.43%
Consumer Electronics	3.38%
Home Furnishings	2.84%
Homebuilding	0.46%
Household Appliances	-3.38%

Industry PE

Investors are most optimistic about the Housewares and Specialties industry which is trading above its 3-year average PE ratio of 50.3x.

Analysts are expecting annual earnings growth of 30.5%, which is higher than its past year's earnings decline of 21.7% per year.

Forecasted Growth

Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 30% over the next 5 years.
This is better than its past earnings decline of 22% per year.

In contrast, the Household Appliances industry is expected to see its earnings grow by 9.4% 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
603268 Guangdong Songfa CeramicsLtd	CN¥183.11	20.0% +CN¥31.1b	249.7%	PE53.4x
002429 Shenzhen MTC	CN¥8.15	9.7% +CN¥3.3b	81.1%	PE31.3x
688775 Arashi Vision	CN¥134.95	5.6% +CN¥2.9b	-21.0%	PE64.6x
002779 Zhejiang Zhongjian TechnologyLtd	CN¥70.96	23.6% +CN¥2.5b	-27.3%	PE82.5x
300735 DBG Technology	CN¥20.48	9.5% +CN¥1.4b	-26.4%	PE61.3x

Insta360 Launches AI Voice Assistant For GO Ultra

Insta360 announced the AI Voice Assistant, a major software update that turns Insta360 GO Ultra into a more capable companion for travel, exploration and storytelling. The AI Voice Assistant is built with Google Gemini, it lets users translate conversations and get instant answers through voice and photo Q&A, all from one wearable device. Long-press the shutter button, or say "Hey, Kira" while GO Ultra is powered on, and the camera on your chest becomes an interpreter, guide and source of instant answers. GO Ultra is a palm-sized wearable vlogging camera built for lightweight, hands-free, first-person capture. Its magnetic mounting system makes it easy to wear, remove and reposition, while AI-powered editing helps turn everyday footage into shareable stories. With the AI Voice Assistant, users can now capture, communicate and discover without constantly reaching for their phone. Four core capabilities power the experience, covering everything from conversations on the road to questions inspired by the world around you. The AI Voice Assistant helps break down language barriers in the moments travelers encounter them most, from ordering food and shopping to navigating transportation and handling everyday conversations. Instead of typing into a translation app and passing a phone back and forth, users can simply speak. GO Ultra interprets the exchange in real time, helping conversations feel more natural and face to face. Its magnetic wearable design makes it easy to switch between hands-free use and quickly removing the camera to pass it to someone else, without stopping to type or navigate a screen. Point GO Ultra at what you're seeing and ask. GO Ultra can interpret signs in unfamiliar languages, identify unfamiliar buildings and provide context on exhibits, landmarks and cultural details. Answers arrive in seconds, helping travelers better understand what's in front of them without stopping to search manually. GO Ultra can help with practical details such as the weather, prices, local dishes and souvenir recommendations, or provide background on the history, culture and stories behind a destination. GO Ultra learns the sound of the user's voice and can pick it out from traffic, crowds and nearby conversations. On a busy street or packed train, it stays focused on the person asking, helping ensure the right question receives the right response. GO Ultra now helps travelers do more than capture memories. It can support conversations with locals, help users discover places beyond the usual guidebook and add context to the culture, history and customs around them. Everything runs through the same wearable camera already capturing the trip, reducing the need to stop, search and switch between devices. Because these exchanges happen as part of the experience, they can also become part of the footage, turning isolated clips into a fuller record of the journey. Moments Pro adds another AI-powered layer to the workflow. Separate from the AI Voice Assistant, it identifies standout moments, organizes scattered clips into a coherent edit and pairs them with music that follows the movement and rhythm on screen. What once required manually finding music and cutting clips together can come back ready to share. GO Ultra can turn travel into an interactive learning experience. Parents spend less time searching on their phones, while children can ask about wildlife, plants, historic sites, architecture and local culture as soon as something catches their attention. The AI Voice Assistant begins rolling out to Insta360 GO Ultra on July 29, 2026, through a software update in the Insta360 app. Feature availability may vary by region and language.

Chinese (SSE) Consumer Durables Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Insta360 Launches AI Voice Assistant For GO Ultra

New minor risk - Shareholder dilution

Dividend increased to CN¥0.94

Investor sentiment improves as stock rises 20%

Now 21% undervalued after recent price drop

Insufficient new directors

Investor sentiment deteriorates as stock falls 15%

Investor sentiment deteriorates as stock falls 23%

Less than half of directors are independent

High number of new directors

Shenzhen Aoni Electronic Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026

Midea Group Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026

Gree Electric Appliances, Inc. of Zhuhai to Report First Half, 2026 Results on Aug 27, 2026

Hisense Home Appliances Group Co., Ltd. to Report First Half, 2026 Results on Aug 28, 2026

Guangdong Topstrong Living Innovation and Integration Co., Ltd. to Report First Half, 2026 Results on Aug 24, 2026

Ecovacs Robotics Co., Ltd. to Report First Half, 2026 Results on Aug 22, 2026