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Chinese (SSE) Consumer Durables Industry Analysis

UpdatedMar 11, 2026
DataAggregated Company Financials
Companies115
  • 7D1.0%
  • 3M-2.1%
  • 1Y6.4%
  • YTD-1.5%

Over the last 7 days, the Consumer Durables industry has dropped 3.0%, driven by Haier Smart Home declining 0.8%. Meanwhile, Guangdong Songfa CeramicsLtd actually outperformed within the industry, gaining 8.0% in the last week. Over the past 12 months, the industry was up 4.6%. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 11 Mar 2026CN¥2.2tCN¥1.7tCN¥133.8b31.7x16.6x1.3x
Fri, 06 Feb 2026CN¥2.3tCN¥1.7tCN¥134.2b31.6x16.9x1.3x
Sun, 04 Jan 2026CN¥2.2tCN¥1.7tCN¥134.2b30.5x16.6x1.3x
Tue, 02 Dec 2025CN¥2.3tCN¥1.7tCN¥134.2b31.3x17.1x1.4x
Thu, 30 Oct 2025CN¥2.2tCN¥1.7tCN¥133.8b34.6x16.6x1.3x
Sat, 27 Sep 2025CN¥2.2tCN¥1.7tCN¥133.0b33.8x16.6x1.3x
Mon, 25 Aug 2025CN¥2.2tCN¥1.7tCN¥128.7b34.6x17.2x1.3x
Wed, 23 Jul 2025CN¥2.1tCN¥1.6tCN¥128.7b28.3x16.1x1.3x
Fri, 20 Jun 2025CN¥1.9tCN¥1.6tCN¥127.7b26.7x15.2x1.2x
Sun, 18 May 2025CN¥2.0tCN¥1.6tCN¥128.1b27.6x15.4x1.2x
Tue, 15 Apr 2025CN¥1.8tCN¥1.6tCN¥120.7b24.2x15.2x1.2x
Thu, 13 Mar 2025CN¥1.9tCN¥1.6tCN¥119.1b27.1x16.4x1.2x
Sat, 08 Feb 2025CN¥2.0tCN¥1.6tCN¥118.9b25x16.5x1.3x
Mon, 06 Jan 2025CN¥1.9tCN¥1.6tCN¥118.7b22.1x16.2x1.2x
Wed, 04 Dec 2024CN¥1.9tCN¥1.6tCN¥118.7b23.7x16.2x1.2x
Fri, 01 Nov 2024CN¥2.0tCN¥1.6tCN¥119.0b22x17x1.3x
Sun, 29 Sep 2024CN¥1.8tCN¥1.6tCN¥118.9b19.2x15.5x1.2x
Tue, 27 Aug 2024CN¥1.6tCN¥1.6tCN¥117.8b18x13.5x1x
Thu, 25 Jul 2024CN¥1.5tCN¥1.5tCN¥116.1b17.6x13x1x
Sat, 22 Jun 2024CN¥1.7tCN¥1.5tCN¥116.2b20.5x14.6x1.1x
Mon, 20 May 2024CN¥1.9tCN¥1.5tCN¥116.2b23.2x16.2x1.2x
Wed, 17 Apr 2024CN¥1.7tCN¥1.5tCN¥111.7b22x15.3x1.1x
Fri, 15 Mar 2024CN¥1.7tCN¥1.5tCN¥108.9b22.1x15.5x1.2x
Sun, 11 Feb 2024CN¥1.5tCN¥1.5tCN¥109.3b20.1x14.1x1.1x
Tue, 09 Jan 2024CN¥1.5tCN¥1.5tCN¥108.4b23.5x14.1x1x
Thu, 07 Dec 2023CN¥1.5tCN¥1.5tCN¥108.4b24.5x14.1x1x
Sat, 04 Nov 2023CN¥1.6tCN¥1.5tCN¥108.4b23.6x14.7x1.1x
Mon, 02 Oct 2023CN¥1.6tCN¥1.4tCN¥104.9b25.7x15.6x1.1x
Wed, 30 Aug 2023CN¥1.7tCN¥1.6tCN¥99.6b24.9x16.9x1.1x
Fri, 28 Jul 2023CN¥1.8tCN¥1.6tCN¥98.8b24.9x17.8x1.1x
Sun, 25 Jun 2023CN¥1.7tCN¥1.6tCN¥98.9b23.9x17.4x1.1x
Tue, 23 May 2023CN¥1.5tCN¥1.6tCN¥97.7b25.3x15.7x1x
Thu, 20 Apr 2023CN¥1.7tCN¥1.6tCN¥98.0b23.6x17.8x1.1x
Sat, 18 Mar 2023CN¥1.7tCN¥1.6tCN¥99.4b24.8x16.8x1x
Price to Earnings Ratio

16.8x


Total Market Cap: CN¥1.7tTotal Earnings: CN¥99.4bTotal 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 1.3x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 10% 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 Market1.80%
Consumer Discretionary1.13%
Consumer Durables0.98%
Housewares and Specialties6.30%
Homebuilding2.11%
Consumer Electronics1.53%
Household Appliances0.39%
Home Furnishings-0.069%
Industry PE
  • Investors are most optimistic about the Housewares and Specialties industry which is trading above its 3-year average PE ratio of 51.9x.
    • Analysts are expecting annual earnings growth of 41.7%, which is higher than its past year's earnings decline of 1.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 42% over the next 5 years.
  • This is better than its past earnings decline of 1.9% per year.
  • 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
603268 Guangdong Songfa CeramicsLtdCN¥130.2110.8%
+CN¥12.3b		219.2%PE47.6x
000333 Midea GroupCN¥77.391.6%
+CN¥9.2b		10.4%PE13x
002429 Shenzhen MTCCN¥10.7215.4%
+CN¥6.5b		92.5%PE39.5x
600690 Haier Smart HomeCN¥25.192.6%
+CN¥6.0b		-4.8%PE11.2x
000651 Gree Electric Appliances of ZhuhaiCN¥37.802.5%
+CN¥5.0b		-10.3%PE6.6x

Latest News

603268
CN¥130.21
Guangdong Songfa CeramicsLtd
7D
10.8%
1Y
219.2%
002429
CN¥10.72
Shenzhen MTC
7D
15.4%
1Y
92.5%
688775
CN¥211.50
Arashi Vision
7D
2.1%
1Y
n/a
002981
CN¥26.56
Risuntek
7D
-6.6%
1Y
9.5%
301004
CN¥52.43
Zhejiang Cayi Vacuum Container
7D
-8.5%
1Y
-24.4%
000651
CN¥37.80
Gree Electric Appliances of Zhuhai
7D
2.5%
1Y
-10.3%
603355
CN¥31.58
Kingclean ElectricLtd
7D
-1.4%
1Y
18.0%
600839
CN¥10.09
Sichuan Changhong ElectricLtd
7D
4.6%
1Y
-10.5%
001238
CN¥50.26
Zhejiang Zhengte
7D
-2.2%
1Y
55.7%
000801
CN¥15.90
Sichuan Jiuzhou Electronic
7D
-1.7%
1Y
-14.6%
002444
CN¥34.22
Hangzhou Greatstar Industrial
7D
4.3%
1Y
19.1%
002718
CN¥60.86
Zhejiang Youpon Integrated CeilingLtd
7D
-7.6%
1Y
336.6%
000333
CN¥77.39
Midea Group
7D
1.6%
1Y
10.4%
600690
CN¥25.19
Haier Smart Home
7D
2.6%
1Y
-4.8%
603615
CN¥20.02
Chahua Modern Housewares
7D
-3.1%
1Y
-26.3%
603833
CN¥54.50
Oppein Home Group
7D
-1.5%
1Y
-17.1%