Header cover image

Chinese (SSE) Consumer Durables Industry Analysis

UpdatedApr 16, 2025
DataAggregated Company Financials
Companies113
  • 7D3.4%
  • 3M-4.0%
  • 1Y4.3%
  • YTD-5.9%

In the last week, the Consumer Durables industry is up 3.4%, with Midea Group up 1.9%. This takes the industry's 12 month performance to a gain of 4.3%. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 16 Apr 2025CN¥1.9tCN¥1.6tCN¥120.5b24x15.4x1.2x
Fri, 14 Mar 2025CN¥1.9tCN¥1.6tCN¥119.1b26.2x16.3x1.2x
Sun, 09 Feb 2025CN¥1.9tCN¥1.5tCN¥117.3b25.3x16.5x1.3x
Tue, 07 Jan 2025CN¥1.9tCN¥1.6tCN¥118.7b22.2x16.2x1.2x
Thu, 05 Dec 2024CN¥1.9tCN¥1.6tCN¥118.7b23.1x16.2x1.2x
Sat, 02 Nov 2024CN¥1.9tCN¥1.6tCN¥118.9b21.6x16.2x1.2x
Mon, 30 Sep 2024CN¥1.8tCN¥1.6tCN¥118.9b19.2x15.5x1.2x
Wed, 28 Aug 2024CN¥1.6tCN¥1.6tCN¥117.9b17.5x13.3x1x
Fri, 26 Jul 2024CN¥1.5tCN¥1.5tCN¥116.2b17.3x13x1x
Sun, 23 Jun 2024CN¥1.7tCN¥1.5tCN¥116.2b20.5x14.6x1.1x
Tue, 21 May 2024CN¥1.8tCN¥1.5tCN¥116.2b23x15.9x1.2x
Thu, 18 Apr 2024CN¥1.7tCN¥1.5tCN¥111.6b23.5x15.6x1.2x
Sat, 16 Mar 2024CN¥1.7tCN¥1.5tCN¥108.7b22.4x15.5x1.1x
Mon, 12 Feb 2024CN¥1.5tCN¥1.5tCN¥109.3b20.1x14.1x1.1x
Wed, 10 Jan 2024CN¥1.5tCN¥1.5tCN¥108.4b23.6x14.2x1.1x
Fri, 08 Dec 2023CN¥1.5tCN¥1.5tCN¥108.4b24.4x14.1x1x
Sun, 05 Nov 2023CN¥1.6tCN¥1.5tCN¥108.4b23.6x14.7x1.1x
Tue, 03 Oct 2023CN¥1.6tCN¥1.4tCN¥104.9b25.7x15.6x1.1x
Thu, 31 Aug 2023CN¥1.7tCN¥1.6tCN¥99.4b25.3x17.1x1.1x
Sat, 29 Jul 2023CN¥1.8tCN¥1.6tCN¥98.8b25x18.2x1.1x
Mon, 26 Jun 2023CN¥1.7tCN¥1.6tCN¥98.9b23.9x17.4x1.1x
Wed, 24 May 2023CN¥1.7tCN¥1.6tCN¥97.7b25x17.2x1.1x
Fri, 21 Apr 2023CN¥1.8tCN¥1.6tCN¥98.1b24x18.1x1.1x
Sun, 19 Mar 2023CN¥1.7tCN¥1.6tCN¥99.3b24.8x16.8x1x
Tue, 14 Feb 2023CN¥1.7tCN¥1.6tCN¥99.2b25.4x17.6x1.1x
Thu, 12 Jan 2023CN¥1.7tCN¥1.6tCN¥99.0b23.9x16.8x1x
Sat, 10 Dec 2022CN¥1.6tCN¥1.6tCN¥98.9b23.1x16.7x1x
Mon, 07 Nov 2022CN¥1.5tCN¥1.6tCN¥98.4b22x14.8x0.9x
Wed, 05 Oct 2022CN¥1.5tCN¥1.6tCN¥98.8b24.5x15.4x0.9x
Fri, 02 Sep 2022CN¥1.7tCN¥1.6tCN¥102.0b26.6x16.3x1x
Sun, 31 Jul 2022CN¥1.7tCN¥1.6tCN¥101.1b28.6x16.6x1x
Tue, 28 Jun 2022CN¥1.8tCN¥1.6tCN¥101.6b29.9x17.8x1.1x
Thu, 26 May 2022CN¥1.6tCN¥1.6tCN¥101.9b26.5x15.8x1x
Sat, 23 Apr 2022CN¥1.6tCN¥1.6tCN¥106.5b27.2x15.3x1x
Price to Earnings Ratio

15.3x


Total Market Cap: CN¥1.6tTotal Earnings: CN¥106.5bTotal Revenue: CN¥1.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Consumer Durables Industry Price to Earnings3Y Average 15.9x202320242025
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 1.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 4.2% 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 Market5.12%
Consumer Discretionary7.19%
Consumer Durables3.45%
Housewares and Specialties10.47%
Consumer Electronics8.58%
Home Furnishings4.48%
Homebuilding2.79%
Household Appliances2.34%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 46.7x.
    • Analysts are expecting annual earnings growth of 19.8%, which is higher than its past year's earnings decline of 3.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 147% over the next 5 years.
  • 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
000333 Midea GroupCN¥71.001.9%
+CN¥10.2b
3.5%PE14.1x
000921 Hisense Home Appliances GroupCN¥27.297.9%
+CN¥2.8b
-22.4%PE11.3x
000016 Konka GroupCN¥5.2825.1%
+CN¥2.6b
75.4%PS1.1x
002779 Zhejiang Zhongjian TechnologyLtdCN¥91.6023.8%
+CN¥2.3b
190.0%PE314.1x
000651 Gree Electric Appliances of ZhuhaiCN¥45.280.9%
+CN¥2.3b
14.4%PE8.1x
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

000016

CN¥5.28

Konka Group

7D

25.1%

1Y

75.4%

688169

CN¥183.60

Beijing Roborock Technology

7D

-1.7%

1Y

-31.4%

000333

CN¥71.00

Midea Group

7D

1.9%

1Y

3.5%

301004

CN¥86.59

Zhejiang Cayi Vacuum Container

7D

15.4%

1Y

15.8%

002508

CN¥21.65

Hangzhou Robam Appliances

7D

-4.2%

1Y

-10.5%

000921

CN¥27.29

Hisense Home Appliances Group

7D

7.9%

1Y

-22.4%

600690

CN¥24.99

Haier Smart Home

7D

-0.2%

1Y

-10.3%

301336

CN¥66.79

Chengdu Qushui Science and Technology

7D

-4.1%

1Y

126.9%

002035

CN¥6.53

Vatti

7D

-1.2%

1Y

0.6%

002032

CN¥57.37

Zhejiang Supor

7D

2.8%

1Y

-3.5%

002572

CN¥16.40

Suofeiya Home Collection

7D

-0.5%

1Y

-2.6%

300374

CN¥15.84

China Railway Prefabricated Construction

7D

-5.7%

1Y

-14.5%

002779

CN¥91.60

Zhejiang Zhongjian TechnologyLtd

7D

23.8%

1Y

190.0%

603833

CN¥68.40

Oppein Home Group

7D

-0.9%

1Y

16.8%

600839

CN¥9.61

Sichuan Changhong ElectricLtd

7D

2.9%

1Y

83.7%