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
Thu, 18 Jun 2026	CN¥2.1t	CN¥1.7t	CN¥123.9b	29.5x	16.8x	1.2x
Sat, 16 May 2026	CN¥2.3t	CN¥1.7t	CN¥124.0b	38.2x	18.4x	1.4x
Mon, 13 Apr 2026	CN¥2.1t	CN¥1.7t	CN¥132.9b	29.6x	16x	1.3x
Wed, 11 Mar 2026	CN¥2.2t	CN¥1.7t	CN¥133.8b	31.7x	16.6x	1.3x
Fri, 06 Feb 2026	CN¥2.3t	CN¥1.7t	CN¥134.2b	31.6x	16.9x	1.3x
Sun, 04 Jan 2026	CN¥2.2t	CN¥1.7t	CN¥134.2b	30.5x	16.6x	1.3x
Tue, 02 Dec 2025	CN¥2.3t	CN¥1.7t	CN¥134.2b	31.3x	17.1x	1.4x
Thu, 30 Oct 2025	CN¥2.2t	CN¥1.7t	CN¥133.8b	34.6x	16.6x	1.3x
Sat, 27 Sep 2025	CN¥2.2t	CN¥1.7t	CN¥133.0b	33.8x	16.6x	1.3x
Mon, 25 Aug 2025	CN¥2.2t	CN¥1.7t	CN¥128.7b	34.6x	17.2x	1.3x
Wed, 23 Jul 2025	CN¥2.1t	CN¥1.6t	CN¥128.7b	28.3x	16.1x	1.3x
Fri, 20 Jun 2025	CN¥1.9t	CN¥1.6t	CN¥127.7b	26.7x	15.2x	1.2x
Sun, 18 May 2025	CN¥2.0t	CN¥1.6t	CN¥128.1b	27.6x	15.4x	1.2x
Tue, 15 Apr 2025	CN¥1.8t	CN¥1.6t	CN¥120.7b	24.2x	15.2x	1.2x
Thu, 13 Mar 2025	CN¥1.9t	CN¥1.6t	CN¥119.1b	27.1x	16.4x	1.2x
Sat, 08 Feb 2025	CN¥2.0t	CN¥1.6t	CN¥118.9b	25x	16.5x	1.3x
Mon, 06 Jan 2025	CN¥1.9t	CN¥1.6t	CN¥118.7b	22.1x	16.2x	1.2x
Wed, 04 Dec 2024	CN¥1.9t	CN¥1.6t	CN¥118.7b	23.7x	16.2x	1.2x
Fri, 01 Nov 2024	CN¥2.0t	CN¥1.6t	CN¥119.0b	22x	17x	1.3x
Sun, 29 Sep 2024	CN¥1.8t	CN¥1.6t	CN¥118.9b	19.2x	15.5x	1.2x
Tue, 27 Aug 2024	CN¥1.6t	CN¥1.6t	CN¥117.8b	18x	13.5x	1x
Thu, 25 Jul 2024	CN¥1.5t	CN¥1.5t	CN¥116.1b	17.6x	13x	1x
Sat, 22 Jun 2024	CN¥1.7t	CN¥1.5t	CN¥116.2b	20.5x	14.6x	1.1x
Mon, 20 May 2024	CN¥1.9t	CN¥1.5t	CN¥116.2b	23.2x	16.2x	1.2x
Wed, 17 Apr 2024	CN¥1.7t	CN¥1.5t	CN¥111.7b	22x	15.3x	1.1x
Fri, 15 Mar 2024	CN¥1.7t	CN¥1.5t	CN¥108.9b	22.1x	15.5x	1.2x
Sun, 11 Feb 2024	CN¥1.5t	CN¥1.5t	CN¥109.3b	20.1x	14.1x	1.1x
Tue, 09 Jan 2024	CN¥1.5t	CN¥1.5t	CN¥108.4b	23.5x	14.1x	1x
Thu, 07 Dec 2023	CN¥1.5t	CN¥1.5t	CN¥108.4b	24.5x	14.1x	1x
Sat, 04 Nov 2023	CN¥1.6t	CN¥1.5t	CN¥108.4b	23.6x	14.7x	1.1x
Mon, 02 Oct 2023	CN¥1.6t	CN¥1.4t	CN¥104.9b	25.7x	15.6x	1.1x
Wed, 30 Aug 2023	CN¥1.7t	CN¥1.6t	CN¥99.6b	24.9x	16.9x	1.1x
Fri, 28 Jul 2023	CN¥1.8t	CN¥1.6t	CN¥98.8b	24.9x	17.8x	1.1x
Sun, 25 Jun 2023	CN¥1.7t	CN¥1.6t	CN¥98.9b	23.9x	17.4x	1.1x

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 1.2x.

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 Market	4.99%
Consumer Discretionary	-0.59%
Consumer Durables	-2.00%
Homebuilding	9.61%
Consumer Electronics	0.023%
Housewares and Specialties	-0.16%
Home Furnishings	-0.80%
Household Appliances	-2.86%

Industry PE

Investors are most optimistic about the Housewares and Specialties industry, which is trading close to its 3-year average PE ratio of 50.9x.

Analysts are expecting annual earnings growth of 67.8%, 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 68% 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 9.4% 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
002429 Shenzhen MTC	CN¥11.88	11.4% +CN¥5.5b	184.2%	PE45.6x
300735 DBG Technology	CN¥23.19	24.2% +CN¥3.7b	-3.1%	PE69.4x
603355 Kingclean ElectricLtd	CN¥30.40	12.4% +CN¥1.9b	39.3%	PE29.6x
002718 Zhejiang Youpon Integrated CeilingLtd	CN¥109.70	12.4% +CN¥1.6b	657.1%	PE1277.6x
603268 Guangdong Songfa CeramicsLtd	CN¥146.30	1.0% +CN¥1.4b	291.4%	PE40.6x

Company

Last Price

Valuation

002429 Shenzhen MTC

CN¥11.88

11.4%
+CN¥5.5b

184.2%

PE45.6x

300735 DBG Technology

CN¥23.19

24.2%
+CN¥3.7b

-3.1%

PE69.4x

603355 Kingclean ElectricLtd

CN¥30.40

12.4%
+CN¥1.9b

39.3%

PE29.6x

002718 Zhejiang Youpon Integrated CeilingLtd

CN¥109.70

12.4%
+CN¥1.6b

657.1%

PE1277.6x

603268 Guangdong Songfa CeramicsLtd

CN¥146.30

1.0%
+CN¥1.4b

291.4%

PE40.6x

Insta360 Launches Hello Kitty Limited Edition Go Ultra Camera Bundle

Insta360 has officially announced a global collaboration with Sanrio to launch the Insta360 GO Ultra × Hello Kitty Limited Edition. Released on June 11, the bundle marks the most in-depth collaboration in Insta360's history, featuring custom hardware designs, themed accessories, and exclusive app features built around the iconic character. This limited-edition gift box is priced at USD 569.99 and includes the tiny but mighty GO Ultra camera along with themed physical and digital extras. The camera body features a lively two-tone pink finish. The front of the Standalone Camera and the Action Pod's Shutter Button sport Hello Kitty's signature polka-dot bow, while flipping open the touchscreen reveals custom character artwork. The co-branded bundle includes three dedicated accessories and a set of transparent photocards for creative framing and interactive shots: Mini 2-in-1 Tripod 2.0: A combination tripod and selfie stick finished in an exclusive pink-and-white color palette featuring the co-branded bow logo. Quick Release Safety Cord: A wearable neck strap featuring a custom 3D bow adjustment buckle. Hello Kitty Custom Carry Case: An embossed crossbody bag designed to hold the camera and all its accessories. The collaboration extends to the editing experience in the Insta360 app. When pairing the device, users are greeted with an exclusive Hello Kitty app connection animation. Users also get four proprietary Hello Kitty exclusive watermarks and can easily set their favorite watermark as the default export style in the app. Keeping the core technical specs of the standard GO Ultra, the camera features a 5nm AI chip and a 1/1.28-inch sensor. This powers PureVideo mode for clear, bright shots in low light, delivering true-to-life colors and crisp 4K details paired with a 156° ultra-wide FOV. The camera also keeps its signature magnetic design, allowing for wearable, hands-free POV capture and endless mounting possibilities. The Hello Kitty Limited Edition also introduces new imaging features: Portrait Mode 2.0: Includes built-in skin tone optimization for a natural, healthy look straight out of the camera. Users can choose between two simple options: "Brighten" to enhance clarity, or "Smooth" to soften skin imperfections for a more refined finish. Expanded Filter Library: Includes 11 film-style filters, such as CC Film and NC Film, designed to give footage a classic, vintage camera look. Insta360 GO Ultra × Hello Kitty Limited Edition is available now.

Chinese (SSE) Consumer Durables Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Investor sentiment improves as stock rises 30%

Investor sentiment improves as stock rises 17%

Midea Group Launches Agentic Factory Overseas Expansion Solution

Insta360 Launches Hello Kitty Limited Edition Go Ultra Camera Bundle

Now 24% undervalued

Hisense Visual Technology Co., Ltd., Annual General Meeting, Jun 24, 2026

Now 22% undervalued

Dividend reduced to CN¥0.087

Hisense Home Appliances Group Co., Ltd., Annual General Meeting, Jun 25, 2026

Now 22% undervalued after recent price drop

New minor risk - Share price stability

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

First quarter 2026 earnings: EPS and revenues exceed analyst expectations

Now 20% undervalued after recent price drop

First quarter 2026 earnings: EPS and revenues miss analyst expectations

Full year 2025 earnings released: EPS: CN¥0.07 (vs CN¥0.20 loss in FY 2024)