Chinese (SSE) Consumer Durables Industry Analysis

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
Sun, 17 May 2026	CN¥2.3t	CN¥1.7t	CN¥124.0b	38.2x	18.4x	1.4x
Tue, 14 Apr 2026	CN¥2.1t	CN¥1.7t	CN¥132.9b	29.5x	15.8x	1.2x
Thu, 12 Mar 2026	CN¥2.2t	CN¥1.7t	CN¥135.3b	31.6x	16.6x	1.3x
Sat, 07 Feb 2026	CN¥2.3t	CN¥1.7t	CN¥134.2b	31.9x	16.8x	1.3x
Mon, 05 Jan 2026	CN¥2.2t	CN¥1.7t	CN¥134.2b	30.5x	16.6x	1.3x
Wed, 03 Dec 2025	CN¥2.3t	CN¥1.7t	CN¥134.2b	31.3x	17.2x	1.4x
Fri, 31 Oct 2025	CN¥2.2t	CN¥1.7t	CN¥134.8b	33.6x	16.4x	1.3x
Sun, 28 Sep 2025	CN¥2.2t	CN¥1.7t	CN¥133.0b	33.8x	16.6x	1.3x
Tue, 26 Aug 2025	CN¥2.2t	CN¥1.7t	CN¥128.6b	34.9x	17.5x	1.4x
Thu, 24 Jul 2025	CN¥2.1t	CN¥1.6t	CN¥128.7b	28.2x	16.2x	1.3x
Sat, 21 Jun 2025	CN¥1.9t	CN¥1.6t	CN¥127.7b	25.6x	15.2x	1.2x
Mon, 19 May 2025	CN¥2.0t	CN¥1.6t	CN¥127.7b	27.5x	15.5x	1.2x
Wed, 16 Apr 2025	CN¥1.9t	CN¥1.6t	CN¥120.5b	24x	15.4x	1.2x
Fri, 14 Mar 2025	CN¥1.9t	CN¥1.6t	CN¥119.1b	26.2x	16.3x	1.2x
Sun, 09 Feb 2025	CN¥1.9t	CN¥1.5t	CN¥117.3b	25.3x	16.5x	1.3x
Tue, 07 Jan 2025	CN¥1.9t	CN¥1.6t	CN¥118.7b	22.2x	16.2x	1.2x
Thu, 05 Dec 2024	CN¥1.9t	CN¥1.6t	CN¥118.7b	23.1x	16.2x	1.2x
Sat, 02 Nov 2024	CN¥1.9t	CN¥1.6t	CN¥118.9b	21.6x	16.2x	1.2x
Mon, 30 Sep 2024	CN¥1.8t	CN¥1.6t	CN¥118.9b	19.2x	15.5x	1.2x
Wed, 28 Aug 2024	CN¥1.6t	CN¥1.6t	CN¥117.9b	17.5x	13.3x	1x
Fri, 26 Jul 2024	CN¥1.5t	CN¥1.5t	CN¥116.2b	17.3x	13x	1x
Sun, 23 Jun 2024	CN¥1.7t	CN¥1.5t	CN¥116.2b	20.5x	14.6x	1.1x
Tue, 21 May 2024	CN¥1.8t	CN¥1.5t	CN¥116.2b	23x	15.9x	1.2x
Thu, 18 Apr 2024	CN¥1.7t	CN¥1.5t	CN¥111.6b	23.5x	15.6x	1.2x
Sat, 16 Mar 2024	CN¥1.7t	CN¥1.5t	CN¥108.7b	22.4x	15.5x	1.1x
Mon, 12 Feb 2024	CN¥1.5t	CN¥1.5t	CN¥109.3b	20.1x	14.1x	1.1x
Wed, 10 Jan 2024	CN¥1.5t	CN¥1.5t	CN¥108.4b	23.6x	14.2x	1.1x
Fri, 08 Dec 2023	CN¥1.5t	CN¥1.5t	CN¥108.4b	24.4x	14.1x	1x
Sun, 05 Nov 2023	CN¥1.6t	CN¥1.5t	CN¥108.4b	23.6x	14.7x	1.1x
Tue, 03 Oct 2023	CN¥1.6t	CN¥1.4t	CN¥104.9b	25.7x	15.6x	1.1x
Thu, 31 Aug 2023	CN¥1.7t	CN¥1.6t	CN¥99.4b	25.3x	17.1x	1.1x
Sat, 29 Jul 2023	CN¥1.8t	CN¥1.6t	CN¥98.8b	25x	18.2x	1.1x
Mon, 26 Jun 2023	CN¥1.7t	CN¥1.6t	CN¥98.9b	23.9x	17.4x	1.1x
Wed, 24 May 2023	CN¥1.7t	CN¥1.6t	CN¥97.7b	25x	17.2x	1.1x

Current Industry PE

Investors are optimistic on the Chinese Consumer Durables industry, and appear confident in long term growth rates.

The industry is trading at a PE ratio of 18.4x which is higher than its 3-year average PE of 15.9x.

The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.4x.

Past Earnings Growth

The earnings for companies in the Consumer Durables industry have grown 8.3% per year over the last three years.
Revenues for these companies have grown 2.3% 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	-0.83%
Consumer Discretionary	-1.52%
Consumer Durables	0.74%
Housewares and Specialties	1.35%
Consumer Electronics	0.88%
Household Appliances	0.71%
Home Furnishings	0.17%
Homebuilding	-5.63%

Industry PE

Investors are most optimistic about the Home Furnishings industry which is trading above its 3-year average PE ratio of 24.2x.

Analysts are expecting annual earnings growth of 21.2%, which is higher than its past year's earnings decline of 11.2% per year.

Forecasted Growth

Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 67% over the next 5 years.
This is better than its past earnings decline of 36% per year.

In contrast, the Household Appliances industry is expected to see its earnings grow by 9.7% 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¥82.57	2.7% +CN¥16.4b	7.8%	PE14.1x
688775 Arashi Vision	CN¥215.20	7.5% +CN¥6.0b	n/a	PE103.1x
603268 Guangdong Songfa CeramicsLtd	CN¥156.80	1.5% +CN¥2.2b	266.0%	PE43.6x
000651 Gree Electric Appliances of Zhuhai	CN¥40.28	0.9% +CN¥2.1b	-11.6%	PE7.7x
001259 Beijing Liven TechnologyLtd	CN¥60.50	61.1% +CN¥1.7b	157.6%	PE353.2x

Company

Last Price

Valuation

000333 Midea Group

CN¥82.57

2.7%
+CN¥16.4b

7.8%

PE14.1x

688775 Arashi Vision

CN¥215.20

7.5%
+CN¥6.0b

n/a

PE103.1x

603268 Guangdong Songfa CeramicsLtd

CN¥156.80

1.5%
+CN¥2.2b

266.0%

PE43.6x

000651 Gree Electric Appliances of Zhuhai

CN¥40.28

0.9%
+CN¥2.1b

-11.6%

PE7.7x

001259 Beijing Liven TechnologyLtd

CN¥60.50

61.1%
+CN¥1.7b

157.6%

PE353.2x

Ecovacs Introduces Lilmilo, an Emotional Ai Companion Robot

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Chinese (SSE) Consumer Durables Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Midea Group Co., Ltd., Annual General Meeting, Jun 05, 2026

Ecovacs Introduces Lilmilo, an Emotional Ai Companion Robot

Consensus EPS estimates increase by 17%

Investor sentiment improves as stock rises 17%

New minor risk - Share price stability

Now 20% undervalued

New minor risk - Share price stability

Consensus EPS estimates fall by 11%

Investor sentiment improves as stock rises 16%

Full year 2025 earnings released: CN¥0.23 loss per share (vs CN¥0.45 loss in FY 2024)

Guangdong Xinbao Electrical Appliances Holdings Co., Ltd (SZSE:002705) announces an Equity Buyback for CNY 80 million worth of its shares.

New major risk - Financial position

New minor risk - Profit margin trend

Hangzhou Greatstar Industrial Co., Ltd, Annual General Meeting, Jun 05, 2026

First quarter 2026 earnings: EPS and revenues exceed analyst expectations

Full year 2025 earnings released: CN¥0.05 loss per share (vs CN¥0.23 loss in FY 2024)