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Chinese (SSE) Consumer Durables Industry Analysis

UpdatedOct 31, 2025
DataAggregated Company Financials
Companies115
  • 7D0.9%
  • 3M6.9%
  • 1Y4.0%
  • YTD5.9%

Over the last 7 days, the Consumer Durables industry has remained flat, although notably Beijing Roborock Technology declined by 12%. As for the the longer term, the industry is up 4.0% over the past 12 months. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 31 Oct 2025CN¥2.2tCN¥1.7tCN¥134.8b33.6x16.4x1.3x
Sun, 28 Sep 2025CN¥2.2tCN¥1.7tCN¥133.0b33.8x16.6x1.3x
Tue, 26 Aug 2025CN¥2.2tCN¥1.7tCN¥128.6b34.9x17.5x1.4x
Thu, 24 Jul 2025CN¥2.1tCN¥1.6tCN¥128.7b28.2x16.2x1.3x
Sat, 21 Jun 2025CN¥1.9tCN¥1.6tCN¥127.7b25.6x15.2x1.2x
Mon, 19 May 2025CN¥2.0tCN¥1.6tCN¥127.7b27.5x15.5x1.2x
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
Price to Earnings Ratio

14.8x


Total Market Cap: CN¥1.5tTotal Earnings: CN¥98.4bTotal 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 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 11% 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 Market2.17%
Consumer Discretionary0.75%
Consumer Durables0.89%
Consumer Electronics3.44%
Housewares and Specialties2.56%
Household Appliances0.35%
Home Furnishings-0.23%
Homebuilding-5.57%
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 52.5x.
    • Analysts are expecting annual earnings growth of 27.9%, which is higher than its past year's earnings decline of 9.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 206% over the next 5 years.
  • In contrast, the Household Appliances industry is expected to see its earnings grow by 10% 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¥76.402.4%
+CN¥12.7b
5.7%PE13x
600690 Haier Smart HomeCN¥26.814.6%
+CN¥11.0b
-8.8%PE12.3x
688775 Arashi VisionCN¥300.557.4%
+CN¥8.3b
n/aPE127.6x
002759 Tonze New Energy TechnologyLtdCN¥30.8441.9%
+CN¥4.5b
293.4%PS6.3x
603268 Guangdong Songfa CeramicsLtdCN¥56.603.6%
+CN¥1.9b
25.6%PE49x

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