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Chinese (SSE) Consumer Durables Industry Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies115
  • 7D-4.9%
  • 3M-6.2%
  • 1Y-1.8%
  • YTD-6.9%

Over the last 7 days, the Consumer Durables industry has dropped 7.4%, driven by pullbacks in Midea Group and Haier Smart Home of 3.1% and 6.9%, respectively. On the other hand Jiangsu Chint Power Technology is actually up 6.2%. Overall the industry is down 3.9% in 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 25 Mar 2026CN¥2.1tCN¥1.7tCN¥135.2b29.6x15.6x1.2x
Fri, 20 Feb 2026CN¥2.3tCN¥1.7tCN¥134.2b32.1x16.9x1.4x
Sun, 18 Jan 2026CN¥2.3tCN¥1.7tCN¥134.2b32.3x16.9x1.3x
Tue, 16 Dec 2025CN¥2.3tCN¥1.7tCN¥134.2b30.2x16.8x1.3x
Thu, 13 Nov 2025CN¥2.3tCN¥1.7tCN¥134.2b32.2x17x1.4x
Sat, 11 Oct 2025CN¥2.2tCN¥1.7tCN¥133.0b35x16.5x1.3x
Mon, 08 Sep 2025CN¥2.2tCN¥1.7tCN¥132.6b32.9x16.6x1.3x
Wed, 06 Aug 2025CN¥2.1tCN¥1.7tCN¥129.0b28.8x16.2x1.3x
Fri, 04 Jul 2025CN¥2.0tCN¥1.6tCN¥128.7b28.1x15.7x1.2x
Sun, 01 Jun 2025CN¥2.0tCN¥1.6tCN¥127.8b26.3x15.4x1.2x
Tue, 29 Apr 2025CN¥1.9tCN¥1.6tCN¥120.5b24.9x15.6x1.2x
Thu, 27 Mar 2025CN¥2.0tCN¥1.6tCN¥119.1b26x16.9x1.3x
Sat, 22 Feb 2025CN¥2.0tCN¥1.6tCN¥118.9b25.8x16.4x1.3x
Mon, 20 Jan 2025CN¥1.9tCN¥1.6tCN¥118.7b24.3x16.3x1.2x
Wed, 18 Dec 2024CN¥1.9tCN¥1.6tCN¥118.7b22.5x16.4x1.2x
Fri, 15 Nov 2024CN¥2.0tCN¥1.6tCN¥118.7b22.9x16.5x1.3x
Sun, 13 Oct 2024CN¥1.9tCN¥1.6tCN¥118.9b20.1x16.2x1.2x
Tue, 10 Sep 2024CN¥1.5tCN¥1.6tCN¥119.2b17.4x12.8x1x
Thu, 08 Aug 2024CN¥1.6tCN¥1.5tCN¥116.3b18.3x13.3x1x
Sat, 06 Jul 2024CN¥1.6tCN¥1.5tCN¥116.2b19.5x13.8x1x
Mon, 03 Jun 2024CN¥1.8tCN¥1.5tCN¥116.2b22.1x15.2x1.2x
Wed, 01 May 2024CN¥1.8tCN¥1.5tCN¥113.5b22.2x16.1x1.2x
Fri, 29 Mar 2024CN¥1.7tCN¥1.5tCN¥109.3b22.1x15.4x1.1x
Sun, 25 Feb 2024CN¥1.6tCN¥1.5tCN¥108.3b21.7x14.7x1.1x
Tue, 23 Jan 2024CN¥1.5tCN¥1.5tCN¥108.5b21.6x13.8x1x
Thu, 21 Dec 2023CN¥1.5tCN¥1.5tCN¥108.4b23.3x13.8x1x
Sat, 18 Nov 2023CN¥1.6tCN¥1.5tCN¥108.4b24.3x14.7x1.1x
Mon, 16 Oct 2023CN¥1.6tCN¥1.4tCN¥105.0b25.5x15.4x1.1x
Wed, 13 Sep 2023CN¥1.7tCN¥1.4tCN¥104.9b25.8x15.9x1.2x
Fri, 11 Aug 2023CN¥1.7tCN¥1.6tCN¥98.8b24.5x17.6x1.1x
Sun, 09 Jul 2023CN¥1.7tCN¥1.6tCN¥98.9b25.3x17.6x1.1x
Tue, 06 Jun 2023CN¥1.7tCN¥1.6tCN¥98.6b24.4x16.8x1.1x
Thu, 04 May 2023CN¥1.7tCN¥1.6tCN¥99.5b25x17.2x1.1x
Sat, 01 Apr 2023CN¥1.7tCN¥1.6tCN¥96.7b24.4x17.7x1.1x
Price to Earnings Ratio

17.7x


Total Market Cap: CN¥1.7tTotal Earnings: CN¥96.7bTotal Revenue: CN¥1.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Consumer Durables Industry Price to Earnings3Y Average 15.9x202420252026
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 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 12% 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-4.62%
Consumer Discretionary-5.97%
Consumer Durables-4.89%
Housewares and Specialties-1.78%
Household Appliances-4.47%
Homebuilding-4.82%
Home Furnishings-6.44%
Consumer Electronics-7.47%
Industry PE
  • Investors are most optimistic about the Housewares and Specialties industry even though it's trading below its 3-year average PE ratio of 51.7x.
    • Analysts are expecting annual earnings growth of 39.7%, which is higher than its past year's earnings decline of 1.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 40% over the next 5 years.
  • This is better than its past earnings decline of 1.9% per year.
  • In contrast, the Household Appliances industry is expected to see its earnings grow by 9.8% 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
002150 Jiangsu Chint Power TechnologyCN¥39.0518.0%
+CN¥2.1b
175.6%PE57.2x
002718 Zhejiang Youpon Integrated CeilingLtdCN¥62.506.6%
+CN¥498.4m
332.2%PS15.4x
603272 Zhejiang Lianxiang Smart HomeCN¥26.7115.6%
+CN¥357.9m
71.7%PE126.6x
603898 Guangzhou Holike Creative HomeLtdCN¥15.556.1%
+CN¥280.2m
54.0%PE231.5x
600234 Kexin DevelopmentLtdShanxiCN¥15.137.2%
+CN¥267.8m
140.5%PE66.7x

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