Header cover image

Chinese (SSE) Consumer Durables Industry Analysis

UpdatedAug 01, 2026
DataAggregated Company Financials
Companies114
  • 7D4.6%
  • 3M-4.8%
  • 1Y1.9%
  • YTD-6.4%

The Consumer Durables industry is up 3.1% in the last week, with Midea Group up 3.7%. The industry has been flat over the past 12 months despite the gain this week. Looking forward, 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
Sat, 01 Aug 2026CN¥2.1tCN¥1.7tCN¥123.7b28.4x17x1.3x
Mon, 29 Jun 2026CN¥2.0tCN¥1.7tCN¥123.9b30.1x16.1x1.2x
Wed, 27 May 2026CN¥2.2tCN¥1.7tCN¥124.4b33.3x17.6x1.3x
Fri, 24 Apr 2026CN¥2.2tCN¥1.7tCN¥133.1b30.4x16.5x1.3x
Sun, 22 Mar 2026CN¥2.1tCN¥1.7tCN¥135.2b30.3x15.9x1.3x
Tue, 17 Feb 2026CN¥2.3tCN¥1.7tCN¥134.2b32.1x16.9x1.4x
Thu, 15 Jan 2026CN¥2.3tCN¥1.7tCN¥134.2b32.1x17x1.4x
Sat, 13 Dec 2025CN¥2.3tCN¥1.7tCN¥134.2b30.8x16.8x1.3x
Mon, 10 Nov 2025CN¥2.2tCN¥1.7tCN¥134.2b32.1x16.5x1.3x
Wed, 08 Oct 2025CN¥2.2tCN¥1.7tCN¥133.0b34.4x16.6x1.3x
Fri, 05 Sep 2025CN¥2.2tCN¥1.7tCN¥133.0b32.5x16.3x1.3x
Sun, 03 Aug 2025CN¥2.1tCN¥1.7tCN¥129.0b28.1x15.9x1.2x
Tue, 01 Jul 2025CN¥2.0tCN¥1.6tCN¥127.7b27.4x15.6x1.2x
Thu, 29 May 2025CN¥2.0tCN¥1.6tCN¥127.8b26.7x15.5x1.2x
Sat, 26 Apr 2025CN¥1.9tCN¥1.6tCN¥120.9b25.1x15.6x1.2x
Mon, 24 Mar 2025CN¥2.0tCN¥1.6tCN¥119.1b26.7x16.8x1.3x
Wed, 19 Feb 2025CN¥1.9tCN¥1.6tCN¥118.9b25.5x16.3x1.2x
Fri, 17 Jan 2025CN¥1.9tCN¥1.6tCN¥118.7b23.8x16.3x1.2x
Sun, 15 Dec 2024CN¥2.0tCN¥1.6tCN¥118.7b23.7x16.7x1.3x
Tue, 12 Nov 2024CN¥2.0tCN¥1.6tCN¥118.7b23.6x16.4x1.3x
Thu, 10 Oct 2024CN¥1.9tCN¥1.6tCN¥118.9b20.4x16.2x1.2x
Sat, 07 Sep 2024CN¥1.6tCN¥1.6tCN¥119.1b17.6x13.1x1x
Mon, 05 Aug 2024CN¥1.6tCN¥1.5tCN¥116.2b18.6x13.6x1x
Wed, 03 Jul 2024CN¥1.6tCN¥1.5tCN¥116.2b19.9x14x1.1x
Fri, 31 May 2024CN¥1.8tCN¥1.5tCN¥116.2b22.1x15.3x1.2x
Sun, 28 Apr 2024CN¥1.8tCN¥1.5tCN¥113.1b21x15.5x1.2x
Tue, 26 Mar 2024CN¥1.6tCN¥1.5tCN¥108.8b22.1x15.1x1.1x
Thu, 22 Feb 2024CN¥1.6tCN¥1.5tCN¥108.4b21.1x14.7x1.1x
Sat, 20 Jan 2024CN¥1.5tCN¥1.5tCN¥108.5b22.9x14.3x1.1x
Mon, 18 Dec 2023CN¥1.5tCN¥1.5tCN¥108.4b24.1x14x1x
Wed, 15 Nov 2023CN¥1.6tCN¥1.5tCN¥108.3b25.1x14.6x1.1x
Fri, 13 Oct 2023CN¥1.6tCN¥1.4tCN¥105.0b26.1x15.5x1.1x
Sun, 10 Sep 2023CN¥1.7tCN¥1.4tCN¥104.9b26.8x15.7x1.1x
Tue, 08 Aug 2023CN¥1.8tCN¥1.6tCN¥98.8b24.8x17.9x1.1x
Price to Earnings Ratio

17.9x


Total Market Cap: CN¥1.8tTotal Earnings: CN¥98.8bTotal Revenue: CN¥1.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Consumer Durables Industry Price to Earnings3Y Average 15.8x202420252026
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 15.8x.
  • 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 7.8% 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 Market0.097%
Consumer Discretionary6.03%
Consumer Durables4.63%
Homebuilding6.89%
Household Appliances5.25%
Home Furnishings4.88%
Consumer Electronics3.42%
Housewares and Specialties1.50%
Industry PE
  • Investors are most optimistic about the Housewares and Specialties industry, which is trading close to its 3-year average PE ratio of 50.4x.
    • Analysts are expecting annual earnings growth of 30.7%, which is higher than its past year's earnings decline of 21.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 31% over the next 5 years.
  • This is better than its past earnings decline of 22% per year.
  • In contrast, the Household Appliances industry is expected to see its earnings grow by 9.0% 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
000333 Midea GroupCN¥87.603.7%
+CN¥23.4b
23.7%PE15x
600690 Haier Smart HomeCN¥23.196.6%
+CN¥13.2b
-6.9%PE11.5x
000651 Gree Electric Appliances of ZhuhaiCN¥42.304.5%
+CN¥10.3b
-7.8%PE8.1x
603486 Ecovacs RoboticsCN¥60.6713.8%
+CN¥4.3b
-22.9%PE20.8x
000921 Hisense Home Appliances GroupCN¥27.3912.1%
+CN¥4.1b
7.4%PE12.3x

Latest News