Header cover image

Chinese (SSE) Consumer Durables Industry Analysis

UpdatedNov 26, 2022
DataAggregated Company Financials
Companies108
  • 7D-1.4%
  • 3M-7.0%
  • 1Y-24.9%
  • YTD-28.8%

Over the last 7 days, the Consumer Durables industry has dropped 2.9%, driven by Midea Group declining 3.5%. In contrast, China Railway Prefabricated Construction has gained 39%. The industry has fallen 26% in the last year. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 27 Nov 2022CN¥1.5tCN¥1.6tCN¥98.4b21.9x15.4x0.9x
Tue, 25 Oct 2022CN¥1.4tCN¥1.6tCN¥99.0b22.5x14.6x0.9x
Thu, 22 Sep 2022CN¥1.6tCN¥1.6tCN¥98.8b24.9x16.2x1x
Sat, 20 Aug 2022CN¥1.6tCN¥1.6tCN¥101.2b27.3x16.3x1x
Mon, 18 Jul 2022CN¥1.7tCN¥1.6tCN¥101.1b28.6x16.5x1x
Wed, 15 Jun 2022CN¥1.6tCN¥1.6tCN¥100.9b27.5x16.1x1x
Fri, 13 May 2022CN¥1.6tCN¥1.6tCN¥101.8b26.1x16x1x
Sun, 10 Apr 2022CN¥1.6tCN¥1.5tCN¥107.8b24.8x15.2x1.1x
Tue, 08 Mar 2022CN¥1.7tCN¥1.5tCN¥108.9b27.3x16x1.1x
Thu, 03 Feb 2022CN¥2.0tCN¥1.5tCN¥108.1b26.5x18.5x1.3x
Sat, 01 Jan 2022CN¥2.1tCN¥1.5tCN¥107.5b29.9x19.6x1.4x
Mon, 29 Nov 2021CN¥2.0tCN¥1.5tCN¥107.4b27.1x18.7x1.3x
Wed, 27 Oct 2021CN¥2.0tCN¥1.5tCN¥108.9b26x18.1x1.3x
Fri, 24 Sep 2021CN¥2.0tCN¥1.5tCN¥108.8b27.6x17.9x1.3x
Sun, 22 Aug 2021CN¥2.2tCN¥1.5tCN¥105.7b28.6x20.4x1.5x
Fri, 09 Jul 2021CN¥2.3tCN¥1.5tCN¥105.6b27.2x22.1x1.6x
Thu, 01 Apr 2021CN¥2.4tCN¥1.4tCN¥99.8b27.7x24.4x1.7x
Sun, 03 Jan 2021CN¥2.4tCN¥1.3tCN¥86.6b31.3x27.7x1.9x
Wed, 07 Oct 2020CN¥1.9tCN¥1.2tCN¥72.5b30.6x26.6x1.6x
Tue, 30 Jun 2020CN¥1.7tCN¥1.2tCN¥67.2b28.3x25.5x1.5x
Fri, 03 Apr 2020CN¥1.4tCN¥1.2tCN¥70.9b26.7x20.1x1.2x
Mon, 06 Jan 2020CN¥1.6tCN¥1.3tCN¥83.2b23.6x19.7x1.3x
Price to Earnings Ratio

20.3x


Total Market Cap: CN¥1.5tTotal Earnings: CN¥72.8bTotal Revenue: CN¥1.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Consumer Durables Industry Price to Earnings3Y Average 21.4x202020212022
Current Industry PE
  • Investors are pessimistic on the Chinese Consumer Durables industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 15.2x which is lower than its 3-year average PE of 21.4x.
  • The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 0.94x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 11% per year over the last three years.
  • Revenues for these companies have grown 11% 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-1.52%
Consumer Discretionary-2.22%
Consumer Durables-1.37%
Homebuilding40.60%
Home Furnishings0.24%
Household Appliances-1.34%
Housewares and Specialties-2.81%
Consumer Electronics-3.33%
Industry PE
  • Investors are most optimistic about the Housewares and Specialties industry, which is trading close to its 3-year average PE ratio of 70.4x.
    • Analysts are expecting annual earnings growth of 47.6%, which is lower than the prior year's growth of 75.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 156% over the next 5 years.
  • In contrast, the Household Appliances 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
600690 Haier Smart HomeCN¥24.200.7%
+CN¥1.9b
-12.3%PE15.2x
300374 China Railway Prefabricated ConstructionCN¥16.0040.6%
+CN¥1.1b
35.4%PS9.7x
2150 Jiangsu Tongrun Equipment TechnologyLtdCN¥12.7233.2%
+CN¥1.1b
109.2%PE26.6x
2508 Hangzhou Robam AppliancesCN¥25.461.8%
+CN¥415.4m
-20.4%PE19.7x
1323 De Rucci Healthy SleepCN¥34.002.7%
+CN¥360.0m
n/aPE19.5x
Simply Wall St
Simply Wall Street Pty Ltd
17-21 Bellevue Street, Surry Hills, Sydney
Download on the App StoreGet it on Google Play
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

688169

CN¥248.29

Beijing Roborock Technology

7D

-5.2%

1Y

-59.0%

603486

CN¥71.46

Ecovacs Robotics

7D

-5.4%

1Y

-57.0%

688696

CN¥177.29

Chengdu Xgimi TechnologyLtd

7D

-7.4%

1Y

-56.1%

688533

CN¥57.11

Suzhou Sonavox Electronics

7D

4.0%

1Y

28.8%

603008

CN¥28.23

Xilinmen FurnitureLtd

7D

2.6%

1Y

-5.1%

600690

CN¥24.20

Haier Smart Home

7D

0.7%

1Y

-12.3%

300374

CN¥16.00

China Railway Prefabricated Construction

7D

40.6%

1Y

35.4%

2508

CN¥25.46

Hangzhou Robam Appliances

7D

1.8%

1Y

-20.4%

2444

CN¥21.65

Hangzhou Greatstar Industrial

7D

-4.2%

1Y

-34.3%

2045

CN¥12.22

Guoguang Electric

7D

-14.6%

1Y

-12.1%

100

CN¥4.16

TCL Technology Group

7D

-4.1%

1Y

-32.7%

333

CN¥46.69

Midea Group

7D

-2.7%

1Y

-32.1%

2150

CN¥12.72

Jiangsu Tongrun Equipment TechnologyLtd

7D

33.2%

1Y

109.2%