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Chinese (SSE) Consumer Durables Industry Analysis

UpdatedJan 12, 2026
DataAggregated Company Financials
Companies115
  • 7D2.3%
  • 3M5.5%
  • 1Y9.7%
  • YTD0.8%

Over the last 7 days, the Consumer Durables industry has risen 2.3%, and Sichuan Changhong ElectricLtd contributed the most with a gain of 10%. Meanwhile, Tonze New Energy TechnologyLtd actually underperformed within the industry, shrinking 8.8% in the last week. This takes the industry's 12 month performance to a gain of 9.7%. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 12 Jan 2026CN¥2.3tCN¥1.7tCN¥134.2b31.1x17x1.4x
Wed, 10 Dec 2025CN¥2.3tCN¥1.7tCN¥134.2b31.1x16.9x1.3x
Fri, 07 Nov 2025CN¥2.2tCN¥1.7tCN¥134.2b32.4x16.7x1.3x
Sun, 05 Oct 2025CN¥2.2tCN¥1.7tCN¥133.0b34.4x16.6x1.3x
Tue, 02 Sep 2025CN¥2.2tCN¥1.7tCN¥133.3b32.5x16.5x1.3x
Thu, 31 Jul 2025CN¥2.1tCN¥1.7tCN¥129.1b28.7x16.4x1.3x
Sat, 28 Jun 2025CN¥2.0tCN¥1.6tCN¥127.7b26.5x15.5x1.2x
Mon, 26 May 2025CN¥2.0tCN¥1.6tCN¥127.8b26.5x15.6x1.2x
Wed, 23 Apr 2025CN¥1.9tCN¥1.6tCN¥120.5b23.8x15.5x1.2x
Fri, 21 Mar 2025CN¥2.0tCN¥1.6tCN¥119.1b28.2x16.9x1.3x
Sun, 16 Feb 2025CN¥2.0tCN¥1.6tCN¥118.9b25.3x16.6x1.3x
Tue, 14 Jan 2025CN¥1.9tCN¥1.5tCN¥118.8b21.3x15.8x1.2x
Thu, 12 Dec 2024CN¥2.0tCN¥1.6tCN¥118.7b24.4x16.9x1.3x
Sat, 09 Nov 2024CN¥2.0tCN¥1.6tCN¥118.7b23.3x16.6x1.3x
Mon, 07 Oct 2024CN¥2.0tCN¥1.6tCN¥118.9b20.9x16.7x1.3x
Wed, 04 Sep 2024CN¥1.6tCN¥1.6tCN¥119.1b17.8x13.4x1x
Fri, 02 Aug 2024CN¥1.6tCN¥1.5tCN¥116.2b18.9x13.8x1x
Sun, 30 Jun 2024CN¥1.7tCN¥1.5tCN¥116.2b20x14.3x1.1x
Tue, 28 May 2024CN¥1.8tCN¥1.5tCN¥116.2b23.1x15.8x1.2x
Thu, 25 Apr 2024CN¥1.7tCN¥1.5tCN¥111.7b22.6x15.6x1.2x
Sat, 23 Mar 2024CN¥1.6tCN¥1.5tCN¥108.8b22.2x15.1x1.1x
Mon, 19 Feb 2024CN¥1.5tCN¥1.5tCN¥108.4b20.1x14.3x1.1x
Wed, 17 Jan 2024CN¥1.6tCN¥1.5tCN¥108.5b23.9x14.5x1.1x
Fri, 15 Dec 2023CN¥1.5tCN¥1.5tCN¥108.4b23.8x14x1x
Sun, 12 Nov 2023CN¥1.6tCN¥1.5tCN¥108.3b24.3x14.7x1.1x
Tue, 10 Oct 2023CN¥1.6tCN¥1.4tCN¥105.0b26x15.5x1.1x
Thu, 07 Sep 2023CN¥1.7tCN¥1.4tCN¥104.7b26.9x16x1.2x
Sat, 05 Aug 2023CN¥1.8tCN¥1.6tCN¥98.8b25.3x18.1x1.1x
Mon, 03 Jul 2023CN¥1.8tCN¥1.6tCN¥98.9b25.5x17.8x1.1x
Wed, 31 May 2023CN¥1.6tCN¥1.6tCN¥98.6b24.4x16.4x1x
Fri, 28 Apr 2023CN¥1.7tCN¥1.6tCN¥99.4b22.4x17.1x1.1x
Sun, 26 Mar 2023CN¥1.7tCN¥1.6tCN¥99.4b25.2x17.4x1.1x
Tue, 21 Feb 2023CN¥1.8tCN¥1.6tCN¥99.2b25.8x18x1.1x
Thu, 19 Jan 2023CN¥1.7tCN¥1.6tCN¥98.9b24.4x17.4x1.1x
Price to Earnings Ratio

17.4x


Total Market Cap: CN¥1.7tTotal Earnings: CN¥98.9bTotal 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 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 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 Market5.17%
Consumer Discretionary3.02%
Consumer Durables2.34%
Housewares and Specialties4.77%
Consumer Electronics3.95%
Homebuilding3.38%
Home Furnishings2.69%
Household Appliances1.73%
Industry PE
  • Investors are most optimistic about the Housewares and Specialties industry which is trading above its 3-year average PE ratio of 52.0x.
    • Analysts are expecting annual earnings growth of 32.9%, which is higher than its past year's earnings decline of 1.9% 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
600839 Sichuan Changhong ElectricLtdCN¥10.3810.1%
+CN¥4.4b
22.4%PE35.1x
002429 Shenzhen MTCCN¥8.3112.3%
+CN¥4.1b
64.2%PE30.6x
603268 Guangdong Songfa CeramicsLtdCN¥88.004.9%
+CN¥4.0b
119.7%PE76.2x
002444 Hangzhou Greatstar IndustrialCN¥37.539.6%
+CN¥3.9b
19.9%PE17.8x
688775 Arashi VisionCN¥254.493.6%
+CN¥3.6b
n/aPE108x

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