Have your own idea? Try our Stock Screener
Chinese (SSE) Consumer Durables Industry Analysis
UpdatedAug 27, 2025
DataAggregated Company Financials
Companies115
- 7D2.1%
- 3M6.8%
- 1Y30.5%
- YTD8.6%
Over the last 7 days, the Consumer Durables industry has risen 2.8%, driven by gains in Haier Smart Home and Midea Group of 4.2% and 1.5%, respectively. In the same time, Arashi Vision was down 8.4%. This means that the industry has gained 28% over the past year. As for the next few years, earnings are expected to grow by 13% per annum.
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 |
|---|---|---|---|---|---|---|
| Wed, 27 Aug 2025 | CN¥2.2t | CN¥1.7t | CN¥128.6b | 35.2x | 17.5x | 1.4x |
| Fri, 25 Jul 2025 | CN¥2.1t | CN¥1.6t | CN¥128.7b | 28.3x | 16.2x | 1.3x |
| Sun, 22 Jun 2025 | CN¥1.9t | CN¥1.6t | CN¥127.7b | 25.6x | 15.2x | 1.2x |
| Tue, 20 May 2025 | CN¥2.0t | CN¥1.6t | CN¥127.8b | 27.6x | 15.6x | 1.2x |
| Thu, 17 Apr 2025 | CN¥1.8t | CN¥1.6t | CN¥120.5b | 23.2x | 15.3x | 1.2x |
| Sat, 15 Mar 2025 | CN¥2.0t | CN¥1.6t | CN¥119.1b | 26.9x | 16.7x | 1.3x |
| Mon, 10 Feb 2025 | CN¥1.9t | CN¥1.5t | CN¥117.3b | 25.3x | 16.5x | 1.3x |
| Wed, 08 Jan 2025 | CN¥1.9t | CN¥1.6t | CN¥118.7b | 22.6x | 16.4x | 1.3x |
| Fri, 06 Dec 2024 | CN¥1.9t | CN¥1.6t | CN¥118.7b | 23x | 16.2x | 1.2x |
| Sun, 03 Nov 2024 | CN¥1.9t | CN¥1.6t | CN¥118.8b | 21.6x | 16.2x | 1.2x |
| Tue, 01 Oct 2024 | CN¥2.0t | CN¥1.6t | CN¥118.9b | 20.9x | 16.6x | 1.3x |
| Thu, 29 Aug 2024 | CN¥1.3t | CN¥1.3t | CN¥100.5b | 18x | 13.2x | 1x |
| Sat, 27 Jul 2024 | CN¥1.6t | CN¥1.5t | CN¥116.2b | 18.5x | 13.6x | 1x |
| Mon, 24 Jun 2024 | CN¥1.7t | CN¥1.5t | CN¥116.2b | 20.5x | 14.6x | 1.1x |
| Wed, 22 May 2024 | CN¥1.8t | CN¥1.5t | CN¥116.2b | 23.7x | 15.9x | 1.2x |
| Fri, 19 Apr 2024 | CN¥1.8t | CN¥1.5t | CN¥111.8b | 23.3x | 15.8x | 1.2x |
| Sun, 17 Mar 2024 | CN¥1.7t | CN¥1.5t | CN¥108.7b | 22.4x | 15.5x | 1.1x |
| Tue, 13 Feb 2024 | CN¥1.5t | CN¥1.5t | CN¥109.4b | 20.1x | 14.1x | 1.1x |
| Thu, 11 Jan 2024 | CN¥1.5t | CN¥1.5t | CN¥108.4b | 23.7x | 14.3x | 1.1x |
| Sat, 09 Dec 2023 | CN¥1.5t | CN¥1.5t | CN¥108.4b | 24x | 14.1x | 1x |
| Mon, 06 Nov 2023 | CN¥1.6t | CN¥1.5t | CN¥108.4b | 23.6x | 14.7x | 1.1x |
| Wed, 04 Oct 2023 | CN¥1.6t | CN¥1.4t | CN¥104.9b | 25.7x | 15.6x | 1.1x |
| Fri, 01 Sep 2023 | CN¥1.7t | CN¥1.6t | CN¥104.3b | 25.3x | 16.3x | 1.1x |
| Sun, 30 Jul 2023 | CN¥1.8t | CN¥1.6t | CN¥98.8b | 25x | 18.2x | 1.1x |
| Tue, 27 Jun 2023 | CN¥1.7t | CN¥1.6t | CN¥98.9b | 24.2x | 17.3x | 1.1x |
| Thu, 25 May 2023 | CN¥1.6t | CN¥1.6t | CN¥97.6b | 24.9x | 16.8x | 1x |
| Sat, 22 Apr 2023 | CN¥1.7t | CN¥1.6t | CN¥98.4b | 23.6x | 17.7x | 1.1x |
| Mon, 20 Mar 2023 | CN¥1.7t | CN¥1.6t | CN¥99.3b | 24.8x | 16.8x | 1x |
| Wed, 15 Feb 2023 | CN¥1.8t | CN¥1.6t | CN¥99.2b | 25.4x | 17.7x | 1.1x |
| Fri, 13 Jan 2023 | CN¥1.7t | CN¥1.6t | CN¥99.0b | 24x | 16.8x | 1x |
| Sun, 11 Dec 2022 | CN¥1.6t | CN¥1.6t | CN¥98.9b | 23.1x | 16.7x | 1x |
| Tue, 08 Nov 2022 | CN¥1.5t | CN¥1.6t | CN¥98.4b | 22x | 14.9x | 0.9x |
| Thu, 06 Oct 2022 | CN¥1.5t | CN¥1.6t | CN¥98.8b | 24.5x | 15.4x | 0.9x |
| Sat, 03 Sep 2022 | CN¥1.7t | CN¥1.6t | CN¥98.8b | 26.7x | 16.7x | 1x |
Price to Earnings Ratio
16.7x
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 17.5x which is higher than its 3-year average PE of 15.8x.
- The 3-year average PS ratio of 1.1x 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 8.0% 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 Market | 4.12% | |
| Consumer Discretionary | 3.34% | |
| Consumer Durables | 2.10% | |
| Homebuilding | 3.53% | |
| Home Furnishings | 3.39% | |
| Housewares and Specialties | 2.35% | |
| Household Appliances | 2.27% | |
| Consumer Electronics | 0.68% | |
Industry PE
- Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 51.9x.
- Analysts are expecting annual earnings growth of 28.6%, which is higher than its past year's earnings growth of 2.0% per year.
Forecasted Growth
- Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 165% over the next 5 years.
- 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 | |
|---|---|---|---|---|---|
| 600690 Haier Smart Home | CN¥25.78 | 1.9% +CN¥4.5b | 8.0% | PE12.3x | |
| 000333 Midea Group | CN¥72.71 | 0.7% +CN¥3.7b | 12.0% | PE13.3x | |
| 688775 Arashi Vision | CN¥296.20 | 2.9% +CN¥3.3b | n/a | PE119.9x | |
| 002429 Shenzhen MTC | CN¥5.66 | 13.9% +CN¥3.1b | 25.8% | PE18.9x | |
| 688169 Beijing Roborock Technology | CN¥212.36 | 4.0% +CN¥2.1b | 32.1% | PE35.9x |