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 50.8x. Analysts are expecting annual earnings growth of 67.4%, 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, 26 Jun 2026	CN¥2.0t	CN¥1.7t	CN¥123.9b	30.7x	16.2x	1.2x
Sun, 24 May 2026	CN¥2.2t	CN¥1.7t	CN¥124.4b	37x	17.8x	1.3x
Tue, 21 Apr 2026	CN¥2.2t	CN¥1.7t	CN¥133.8b	32.4x	16.3x	1.3x
Thu, 19 Mar 2026	CN¥2.2t	CN¥1.7t	CN¥135.2b	32.1x	16.4x	1.3x
Sat, 14 Feb 2026	CN¥2.3t	CN¥1.7t	CN¥134.2b	32.1x	16.9x	1.4x
Mon, 12 Jan 2026	CN¥2.3t	CN¥1.7t	CN¥134.2b	31.1x	17x	1.4x
Wed, 10 Dec 2025	CN¥2.3t	CN¥1.7t	CN¥134.2b	31.1x	16.9x	1.3x
Fri, 07 Nov 2025	CN¥2.2t	CN¥1.7t	CN¥134.2b	32.4x	16.7x	1.3x
Sun, 05 Oct 2025	CN¥2.2t	CN¥1.7t	CN¥133.0b	34.4x	16.6x	1.3x
Tue, 02 Sep 2025	CN¥2.2t	CN¥1.7t	CN¥133.3b	32.5x	16.5x	1.3x
Thu, 31 Jul 2025	CN¥2.1t	CN¥1.7t	CN¥129.1b	28.7x	16.4x	1.3x
Sat, 28 Jun 2025	CN¥2.0t	CN¥1.6t	CN¥127.7b	26.5x	15.5x	1.2x
Mon, 26 May 2025	CN¥2.0t	CN¥1.6t	CN¥127.8b	26.5x	15.6x	1.2x
Wed, 23 Apr 2025	CN¥1.9t	CN¥1.6t	CN¥120.5b	23.8x	15.5x	1.2x
Fri, 21 Mar 2025	CN¥2.0t	CN¥1.6t	CN¥119.1b	28.2x	16.9x	1.3x
Sun, 16 Feb 2025	CN¥2.0t	CN¥1.6t	CN¥118.9b	25.3x	16.6x	1.3x
Tue, 14 Jan 2025	CN¥1.9t	CN¥1.5t	CN¥118.8b	21.3x	15.8x	1.2x
Thu, 12 Dec 2024	CN¥2.0t	CN¥1.6t	CN¥118.7b	24.4x	16.9x	1.3x
Sat, 09 Nov 2024	CN¥2.0t	CN¥1.6t	CN¥118.7b	23.3x	16.6x	1.3x
Mon, 07 Oct 2024	CN¥2.0t	CN¥1.6t	CN¥118.9b	20.9x	16.7x	1.3x
Wed, 04 Sep 2024	CN¥1.6t	CN¥1.6t	CN¥119.1b	17.8x	13.4x	1x
Fri, 02 Aug 2024	CN¥1.6t	CN¥1.5t	CN¥116.2b	18.9x	13.8x	1x
Sun, 30 Jun 2024	CN¥1.7t	CN¥1.5t	CN¥116.2b	20x	14.3x	1.1x
Tue, 28 May 2024	CN¥1.8t	CN¥1.5t	CN¥116.2b	23.1x	15.8x	1.2x
Thu, 25 Apr 2024	CN¥1.7t	CN¥1.5t	CN¥111.7b	22.6x	15.6x	1.2x
Sat, 23 Mar 2024	CN¥1.6t	CN¥1.5t	CN¥108.8b	22.2x	15.1x	1.1x
Mon, 19 Feb 2024	CN¥1.5t	CN¥1.5t	CN¥108.4b	20.1x	14.3x	1.1x
Wed, 17 Jan 2024	CN¥1.6t	CN¥1.5t	CN¥108.5b	23.9x	14.5x	1.1x
Fri, 15 Dec 2023	CN¥1.5t	CN¥1.5t	CN¥108.4b	23.8x	14x	1x
Sun, 12 Nov 2023	CN¥1.6t	CN¥1.5t	CN¥108.3b	24.3x	14.7x	1.1x
Tue, 10 Oct 2023	CN¥1.6t	CN¥1.4t	CN¥105.0b	26x	15.5x	1.1x
Thu, 07 Sep 2023	CN¥1.7t	CN¥1.4t	CN¥104.7b	26.9x	16x	1.2x
Sat, 05 Aug 2023	CN¥1.8t	CN¥1.6t	CN¥98.8b	25.3x	18.1x	1.1x
Mon, 03 Jul 2023	CN¥1.8t	CN¥1.6t	CN¥98.9b	25.5x	17.8x	1.1x


CN Market	0.98%
Consumer Discretionary	-3.23%
Consumer Durables	-1.71%
Household Appliances	-1.20%
Home Furnishings	-1.99%
Housewares and Specialties	-2.44%
Consumer Electronics	-3.29%
Homebuilding	-7.92%

Company	Last Price	7D	1Y	Valuation
600690 Haier Smart Home	CN¥19.86	2.1% +CN¥3.8b	-19.7%	PE9.8x
000651 Gree Electric Appliances of Zhuhai	CN¥37.16	1.2% +CN¥2.5b	-18.3%	PE7.1x
002925 Xiamen Intretech	CN¥24.60	13.7% +CN¥2.3b	51.5%	PE32x
002444 Hangzhou Greatstar Industrial	CN¥31.38	6.1% +CN¥2.2b	31.2%	PE14.6x
301055 Zhang Xiaoquan	CN¥46.66	19.8% +CN¥1.2b	132.8%	PE99.2x

Announcement • 3h

Insta360 Launches Ace Pro 2 Arctic White Videography Bundles

Insta360 announced the launch of the new Ace Pro 2 Arctic White Videography Bundles. Designed to position the action camera as a new-generation everyday essential, this release blends high-end imaging performance with lifestyle aesthetics. Evolving the camera from a pure utility tool into a medium for emotional expression and personal style, the new bundles introduce a cohesive, all-white accessory ecosystem. The lineup delivers a vintage digital camera aesthetic combined with the tactile satisfaction of instant photo printing, creating a complete imaging ecosystem tailored for lifestyle creators. The Arctic White ecosystem introduces a clean, minimalist design that seamlessly integrates into everyday fashion as a premium staple. The pure white finish of the camera and accessories also serves as a versatile canvas, encouraging users to personalize their gear with DIY customizations. The color-matched Xplorer Grip Pro Kit transforms Ace Pro 2 into a street photography tool with enhanced ergonomics. Connecting via USB-C, the grip features a physical dial for adjusting exposure, shutter speed, and filters, and a dedicated Zoom Knob for smooth 1-2x slide zoom and 2x lossless zoom. A detachable threaded shutter button rounds out the tactile experience. Additionally, the grip houses a built-in 2010mAh battery that automatically charges the camera, delivering up to 5 hours and 40 minutes of continuous shooting. The new Pocket Printer (Arctic White) enables quick wireless Bluetooth printing directly from the camera. Utilizing dye-sublimation technology and a 16.7-million-color gamut, the printer outputs crisp, waterproof, and dustproof 3-inch prints with an exclusive Ace Pro 2 watermark. Through the Insta360 app, users can manage batch printing from the camera or their phone's photo gallery without interrupting their workflow. The app also introduces the new Light Leak Overlay feature, allowing users to apply vintage film grain, light leaks, lens flares, and retro timestamps to their photos before printing. Expanding the ecosystem is the new 2-in-1 Flash + Fill Light (sold separately), designed to solve the low-light limitations of action cameras. Delivering a peak brightness of up to 4000 lux (measured at 19.7 inches/0.5 meters), it features a smart TTL auto-flash, 4-level manual brightness adjustment, and a wide color temperature range (2500K–6500K). The light integrates seamlessly with the camera's software and built-in color profiles to produce retro-style night portraits. It features magnetic mounting, Bluetooth wireless control for off-camera lighting, and a 43-foot waterproof rating. The Ace Pro 2 Arctic White Limited Edition retains its advanced imaging capabilities, powered by a Dual-AI Chip for exceptional low-light performance, supporting up to 4K60fps in PureVideo Mode. The camera's 2.5-inch flip touchscreen facilitates easy self-framing, making expansive, wide-angle selfies effortless. Software enhancements include a dedicated Portrait Mode with refined skin smoothing algorithms, in-camera Live Photo capture, and a suite of built-in Leica and cinematic film profiles (including NC Film, CC Film, and Vintage Vacation) for stylized, straight-out-of-camera results. The Insta360 Ace Pro 2 Arctic White Limited Edition is available in three distinct bundles, each featuring the single-battery version of the camera alongside specialized accessories tailored to different creative workflows: Flash Print Bundle: Includes the Xplorer Grip Pro Kit, Pocket Printer, Flip Screen Hood, and a Classic Leather Case that neatly stores the entire kit. The Flash Print Bundle is ideal for social gatherings, parties, and lifestyle creators who want the full vintage digital camera experience. The Flip Screen Hood provides a waist-level viewfinder feel, while the Pocket Printer allows creators to instantly turn memories into tangible, retro-styled keepsakes. Xplorer Mist Bundle (not available in the US): Includes the Xplorer Grip Pro Kit, Black Mist Filter, and Screen Protector. The Xplorer Mist Bundle is geared toward cinematic vlogging and atmospheric street photography. The Black Mist Filter softens highlights and lowers contrast, giving footage a natural, film-like glow that pairs perfectly with the camera's built-in cinematic color profiles. Xplorer Pro Bundle (US only): Featuring the Xplorer Grip Pro Kit, this is the essential setup for adventure travel and capturing everyday moments. It provides extended battery life and tactile physical controls, ensuring the camera is always ready to capture high-quality footage on the go without the bulk of additional accessories.

Chinese (SSE) Consumer Durables Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Investor sentiment improves as stock rises 16%

Insta360 Launches Ace Pro 2 Arctic White Videography Bundles

Haier Smart Home Co., Ltd. Appoints Siu, Paul Yu Hay as an Independent Non-Executive Director, Effective June 24, 2026

Now 21% undervalued after recent price drop

Gree Electric Appliances, Inc. of Zhuhai Proposes Cash Dividend for 2025

Midea Group Launches Agentic Factory Overseas Expansion Solution

Dividend of CN¥0.17 announced

Now 24% undervalued

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

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

Now 22% undervalued

Dividend reduced to CN¥0.087

Now 22% undervalued after recent price drop

New minor risk - Dividend sustainability

Full year 2025 earnings released: EPS: CN¥0.04 (vs CN¥0.85 loss in FY 2024)

First quarter 2026 earnings released: EPS: CN¥0.14 (vs CN¥0.23 loss in 1Q 2025)