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Chinese (SSE) Consumer Durables Industry Analysis
UpdatedFeb 01, 2025
DataAggregated Company Financials
Companies112
- 7D0.3%
- 3M-0.04%
- 1Y26.7%
- YTD-1.2%
In the last week, the Consumer Durables industry is flat overall, with Sichuan Changhong ElectricLtd standing out by going down 4.3%. As for the the longer term, the industry is up 27% over the past 12 months. Earnings are forecast to grow by 13% annually.
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 |
|---|---|---|---|---|---|---|
| Sat, 01 Feb 2025 | CN¥1.9t | CN¥1.6t | CN¥118.9b | 23.8x | 16.3x | 1.2x |
| Mon, 30 Dec 2024 | CN¥2.0t | CN¥1.6t | CN¥118.7b | 24.4x | 16.7x | 1.3x |
| Wed, 27 Nov 2024 | CN¥1.9t | CN¥1.6t | CN¥118.7b | 22.4x | 15.8x | 1.2x |
| Fri, 25 Oct 2024 | CN¥2.0t | CN¥1.6t | CN¥119.0b | 20.5x | 16.5x | 1.3x |
| Sun, 22 Sep 2024 | CN¥1.6t | CN¥1.6t | CN¥118.9b | 17.8x | 13.9x | 1.1x |
| Tue, 20 Aug 2024 | CN¥1.5t | CN¥1.5t | CN¥116.5b | 18.8x | 13.3x | 1x |
| Thu, 18 Jul 2024 | CN¥1.6t | CN¥1.5t | CN¥116.2b | 19.1x | 13.6x | 1x |
| Sat, 15 Jun 2024 | CN¥1.8t | CN¥1.5t | CN¥116.2b | 21.1x | 15.1x | 1.1x |
| Mon, 13 May 2024 | CN¥1.9t | CN¥1.5t | CN¥116.2b | 23x | 16.4x | 1.2x |
| Wed, 10 Apr 2024 | CN¥1.7t | CN¥1.5t | CN¥111.5b | 23.4x | 15.2x | 1.1x |
| Fri, 08 Mar 2024 | CN¥1.7t | CN¥1.5t | CN¥108.8b | 21.1x | 15.4x | 1.1x |
| Sun, 04 Feb 2024 | CN¥1.5t | CN¥1.5t | CN¥108.7b | 19x | 13.6x | 1x |
| Tue, 02 Jan 2024 | CN¥1.6t | CN¥1.5t | CN¥108.4b | 23.8x | 14.4x | 1.1x |
| Thu, 30 Nov 2023 | CN¥1.6t | CN¥1.5t | CN¥108.4b | 24x | 14.6x | 1.1x |
| Sat, 28 Oct 2023 | CN¥1.6t | CN¥1.5t | CN¥106.0b | 26x | 15.1x | 1.1x |
| Mon, 25 Sep 2023 | CN¥1.7t | CN¥1.4t | CN¥104.9b | 25.8x | 15.8x | 1.1x |
| Wed, 23 Aug 2023 | CN¥1.7t | CN¥1.6t | CN¥99.3b | 24.1x | 16.7x | 1x |
| Fri, 21 Jul 2023 | CN¥1.7t | CN¥1.6t | CN¥98.8b | 25.1x | 17.6x | 1.1x |
| Sun, 18 Jun 2023 | CN¥1.7t | CN¥1.6t | CN¥98.6b | 25.5x | 17.7x | 1.1x |
| Tue, 16 May 2023 | CN¥1.7t | CN¥1.6t | CN¥97.4b | 23.8x | 17.1x | 1.1x |
| Thu, 13 Apr 2023 | CN¥1.7t | CN¥1.6t | CN¥98.2b | 23.2x | 17.8x | 1.1x |
| Sat, 11 Mar 2023 | CN¥1.7t | CN¥1.6t | CN¥99.4b | 25.1x | 16.9x | 1x |
| Mon, 06 Feb 2023 | CN¥1.7t | CN¥1.6t | CN¥98.9b | 24.2x | 17.2x | 1.1x |
| Wed, 04 Jan 2023 | CN¥1.6t | CN¥1.6t | CN¥99.0b | 22.4x | 15.9x | 1x |
| Fri, 02 Dec 2022 | CN¥1.6t | CN¥1.6t | CN¥98.4b | 22.5x | 15.8x | 1x |
| Sun, 30 Oct 2022 | CN¥1.4t | CN¥1.6t | CN¥96.7b | 20.2x | 14.3x | 0.9x |
| Tue, 27 Sep 2022 | CN¥1.6t | CN¥1.6t | CN¥98.8b | 23.7x | 15.7x | 1x |
| Thu, 25 Aug 2022 | CN¥1.6t | CN¥1.6t | CN¥101.0b | 26.5x | 15.9x | 1x |
| Sat, 23 Jul 2022 | CN¥1.7t | CN¥1.6t | CN¥101.1b | 28x | 16.6x | 1x |
| Mon, 20 Jun 2022 | CN¥1.7t | CN¥1.6t | CN¥100.9b | 28.7x | 16.8x | 1.1x |
| Wed, 18 May 2022 | CN¥1.7t | CN¥1.6t | CN¥101.8b | 27.7x | 16.3x | 1x |
| Fri, 15 Apr 2022 | CN¥1.7t | CN¥1.6t | CN¥106.5b | 25.6x | 15.6x | 1.1x |
| Sun, 13 Mar 2022 | CN¥1.7t | CN¥1.5t | CN¥107.6b | 26.5x | 15.6x | 1.1x |
| Tue, 08 Feb 2022 | CN¥2.0t | CN¥1.5t | CN¥108.2b | 26.8x | 18.3x | 1.3x |
Price to Earnings Ratio
18.3x
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 15.9x.
- The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 3.1% 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 | -0.88% | |
| Consumer Discretionary | -0.62% | |
| Consumer Durables | 0.29% | |
| Home Furnishings | 2.13% | |
| Household Appliances | 0.61% | |
| Housewares and Specialties | -1.56% | |
| Consumer Electronics | -2.64% | |
| Homebuilding | -3.17% | |
Industry PE
- Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 42.4x.
- Analysts are expecting annual earnings growth of 29.0%, which is higher than its past year's earnings decline of 9.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 42% over the next 5 years.
- This is better than its past earnings growth rate of 23% per year.
- 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 000333 Midea Group | CN¥73.88 | 1.5% +CN¥8.0b | 26.8% | PE14.8x | |
| 000651 Gree Electric Appliances of Zhuhai | CN¥44.89 | 1.0% +CN¥2.4b | 26.1% | PE8x | |
| 600690 Haier Smart Home | CN¥27.77 | 0.8% +CN¥2.0b | 23.8% | PE13.8x | |
| 301061 MotoMotion China | CN¥80.72 | 10.2% +CN¥1.3b | 121.7% | PE26.2x | |
| 603833 Oppein Home Group | CN¥65.40 | 2.6% +CN¥987.4m | 9.4% | PE14.4x |
