Header cover image

Chinese (SSE) Consumer Durables Industry Analysis

UpdatedDec 22, 2024
DataAggregated Company Financials
Companies111
  • 7D-1.1%
  • 3M18.5%
  • 1Y25.6%
  • YTD23.4%

Over the last 7 days, the Consumer Durables industry has dropped 3.3%, driven by a pullback from Oppein Home Group of 9.2%. In the past year, the industry has gained 26%. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 22 Dec 2024CN¥2.0tCN¥1.6tCN¥118.7b24.2x16.5x1.3x
Tue, 19 Nov 2024CN¥1.9tCN¥1.6tCN¥118.7b22.8x15.9x1.2x
Thu, 17 Oct 2024CN¥1.9tCN¥1.6tCN¥118.9b20.1x16x1.2x
Sat, 14 Sep 2024CN¥1.6tCN¥1.6tCN¥118.9b17.4x13.3x1x
Mon, 12 Aug 2024CN¥1.5tCN¥1.5tCN¥116.4b18.2x13.3x1x
Wed, 10 Jul 2024CN¥1.6tCN¥1.5tCN¥116.2b19.3x13.8x1x
Fri, 07 Jun 2024CN¥1.8tCN¥1.5tCN¥116.2b20.4x15.2x1.2x
Sun, 05 May 2024CN¥1.8tCN¥1.5tCN¥116.5b22.2x15.7x1.2x
Tue, 02 Apr 2024CN¥1.7tCN¥1.5tCN¥111.3b23.1x15.5x1.2x
Thu, 29 Feb 2024CN¥1.6tCN¥1.5tCN¥108.7b20.3x14.7x1.1x
Sat, 27 Jan 2024CN¥1.6tCN¥1.5tCN¥108.7b22.3x14.3x1.1x
Mon, 25 Dec 2023CN¥1.5tCN¥1.5tCN¥108.4b23.4x14.1x1x
Wed, 22 Nov 2023CN¥1.6tCN¥1.5tCN¥108.4b24.4x14.8x1.1x
Fri, 20 Oct 2023CN¥1.6tCN¥1.4tCN¥105.0b24.5x15.1x1.1x
Sun, 17 Sep 2023CN¥1.6tCN¥1.4tCN¥104.9b25.5x15.5x1.1x
Tue, 15 Aug 2023CN¥1.7tCN¥1.6tCN¥98.8b24.1x17.2x1.1x
Thu, 13 Jul 2023CN¥1.7tCN¥1.6tCN¥98.9b25.4x17.6x1.1x
Sat, 10 Jun 2023CN¥1.7tCN¥1.6tCN¥98.7b24.1x16.9x1.1x
Mon, 08 May 2023CN¥1.7tCN¥1.6tCN¥97.6b24.7x16.9x1x
Wed, 05 Apr 2023CN¥1.7tCN¥1.6tCN¥96.8b24.1x17.8x1.1x
Fri, 03 Mar 2023CN¥1.8tCN¥1.6tCN¥99.3b27x18.2x1.1x
Sun, 29 Jan 2023CN¥1.7tCN¥1.6tCN¥98.9b24.2x17.4x1.1x
Tue, 27 Dec 2022CN¥1.6tCN¥1.6tCN¥99.0b22.3x16x1x
Thu, 24 Nov 2022CN¥1.5tCN¥1.6tCN¥98.4b21.9x15.2x0.9x
Sat, 22 Oct 2022CN¥1.4tCN¥1.6tCN¥99.0b22.5x14.6x0.9x
Mon, 19 Sep 2022CN¥1.6tCN¥1.6tCN¥98.8b24x16.5x1x
Wed, 17 Aug 2022CN¥1.6tCN¥1.6tCN¥101.1b27.8x16.3x1x
Fri, 15 Jul 2022CN¥1.7tCN¥1.6tCN¥101.1b29.2x16.8x1.1x
Sun, 12 Jun 2022CN¥1.6tCN¥1.6tCN¥100.9b28x16.1x1x
Tue, 10 May 2022CN¥1.6tCN¥1.6tCN¥102.4b25.2x15.7x1x
Thu, 07 Apr 2022CN¥1.7tCN¥1.5tCN¥107.8b26.4x15.5x1.1x
Sat, 05 Mar 2022CN¥1.8tCN¥1.5tCN¥108.9b26.8x16.7x1.2x
Mon, 31 Jan 2022CN¥2.0tCN¥1.5tCN¥108.7b26.7x18.4x1.3x
Wed, 29 Dec 2021CN¥2.1tCN¥1.5tCN¥107.5b29.6x19.7x1.4x
Price to Earnings Ratio

19.7x


Total Market Cap: CN¥2.1tTotal Earnings: CN¥107.5bTotal Revenue: CN¥1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Consumer Durables Industry Price to Earnings3Y Average 16x202220232024
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 16.0x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 3.4% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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

CN Market-1.18%
Consumer Discretionary-2.39%
Consumer Durables-1.11%
Consumer Electronics-0.62%
Household Appliances-0.63%
Housewares and Specialties-2.00%
Homebuilding-3.68%
Home Furnishings-5.31%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 40.2x.
    • Analysts are expecting annual earnings growth of 29.9%, which is higher than its past year's earnings decline of 9.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 167% over the next 5 years.
  • In contrast, the Household Appliances industry is expected to see its earnings grow by 11% 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
000651 Gree Electric Appliances of ZhuhaiCN¥43.260.6%
+CN¥1.4b
35.0%PE7.7x
002668 Guangdong TCL Smart Home AppliancesCN¥12.379.5%
+CN¥1.2b
90.3%PE13.8x
301383 Minami AcousticsCN¥52.5412.8%
+CN¥969.2m
38.3%PE44.1x
301004 Zhejiang Cayi Vacuum ContainerCN¥111.799.1%
+CN¥964.9m
156.1%PE16.8x
000016 Konka GroupCN¥5.597.5%
+CN¥939.1m
48.7%PS1.2x
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

603833

CN¥68.08

Oppein Home Group

7D

-9.2%

1Y

1.5%