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Chinese (SSE) Consumer Durables Industry Analysis
UpdatedApr 04, 2025
DataAggregated Company Financials
Companies113
- 7D-4.0%
- 3M0.5%
- 1Y7.9%
- YTD-1.5%
Over the last 7 days, the Consumer Durables industry has dropped 1.0%, driven by pullbacks in Haier Smart Home and Midea Group of 6.6% and 4.1%, respectively. In contrast, Zhejiang Supor has gained 5.9%. This takes the industry's 12 month performance to a gain of 11%. Looking forward, earnings are forecast to grow by 12% annually.
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 |
|---|---|---|---|---|---|---|
| Fri, 04 Apr 2025 | CN¥1.9t | CN¥1.6t | CN¥120.7b | 25x | 16.1x | 1.2x |
| Sun, 02 Mar 2025 | CN¥2.0t | CN¥1.6t | CN¥119.1b | 25.7x | 16.4x | 1.2x |
| Tue, 28 Jan 2025 | CN¥1.9t | CN¥1.6t | CN¥118.7b | 23.4x | 16.2x | 1.2x |
| Thu, 26 Dec 2024 | CN¥2.0t | CN¥1.6t | CN¥118.7b | 23.7x | 16.6x | 1.3x |
| Sat, 23 Nov 2024 | CN¥1.9t | CN¥1.6t | CN¥118.7b | 21.8x | 15.9x | 1.2x |
| Mon, 21 Oct 2024 | CN¥1.9t | CN¥1.6t | CN¥119.1b | 20.5x | 16.2x | 1.2x |
| Wed, 18 Sep 2024 | CN¥1.6t | CN¥1.5t | CN¥118.6b | 17.4x | 13.3x | 1x |
| Fri, 16 Aug 2024 | CN¥1.5t | CN¥1.5t | CN¥116.4b | 18.1x | 13.3x | 1x |
| Sun, 14 Jul 2024 | CN¥1.6t | CN¥1.5t | CN¥116.2b | 19.9x | 14.1x | 1.1x |
| Tue, 11 Jun 2024 | CN¥1.8t | CN¥1.5t | CN¥116.2b | 20.5x | 15.1x | 1.1x |
| Thu, 09 May 2024 | CN¥1.9t | CN¥1.5t | CN¥116.2b | 22.6x | 16x | 1.2x |
| Sat, 06 Apr 2024 | CN¥1.7t | CN¥1.5t | CN¥111.5b | 23.2x | 15.5x | 1.2x |
| Mon, 04 Mar 2024 | CN¥1.7t | CN¥1.5t | CN¥108.8b | 20.9x | 15.3x | 1.1x |
| Wed, 31 Jan 2024 | CN¥1.5t | CN¥1.5t | CN¥108.7b | 21x | 14.1x | 1x |
| Fri, 29 Dec 2023 | CN¥1.5t | CN¥1.5t | CN¥108.4b | 23.3x | 14.3x | 1.1x |
| Sun, 26 Nov 2023 | CN¥1.6t | CN¥1.5t | CN¥108.4b | 24.2x | 14.7x | 1.1x |
| Tue, 24 Oct 2023 | CN¥1.5t | CN¥1.4t | CN¥105.2b | 23.6x | 14.7x | 1.1x |
| Thu, 21 Sep 2023 | CN¥1.6t | CN¥1.4t | CN¥104.9b | 25.5x | 15.6x | 1.1x |
| Sat, 19 Aug 2023 | CN¥1.7t | CN¥1.6t | CN¥99.1b | 24.4x | 16.9x | 1.1x |
| Mon, 17 Jul 2023 | CN¥1.7t | CN¥1.6t | CN¥98.8b | 25.1x | 17.6x | 1.1x |
| Wed, 14 Jun 2023 | CN¥1.7t | CN¥1.6t | CN¥98.6b | 25.3x | 17.3x | 1.1x |
| Fri, 12 May 2023 | CN¥1.6t | CN¥1.6t | CN¥97.5b | 24.1x | 16.9x | 1x |
| Sun, 09 Apr 2023 | CN¥1.7t | CN¥1.6t | CN¥95.7b | 24.5x | 18.2x | 1.1x |
| Tue, 07 Mar 2023 | CN¥1.8t | CN¥1.6t | CN¥99.3b | 26.5x | 17.8x | 1.1x |
| Thu, 02 Feb 2023 | CN¥1.7t | CN¥1.6t | CN¥98.9b | 24.6x | 17.4x | 1.1x |
| Sat, 31 Dec 2022 | CN¥1.6t | CN¥1.6t | CN¥99.0b | 22.2x | 15.8x | 1x |
| Mon, 28 Nov 2022 | CN¥1.5t | CN¥1.6t | CN¥98.4b | 21.9x | 15.4x | 0.9x |
| Wed, 26 Oct 2022 | CN¥1.4t | CN¥1.6t | CN¥98.9b | 20.3x | 14.1x | 0.9x |
| Fri, 23 Sep 2022 | CN¥1.6t | CN¥1.6t | CN¥98.8b | 24.5x | 15.8x | 1x |
| Sun, 21 Aug 2022 | CN¥1.6t | CN¥1.6t | CN¥101.2b | 27.6x | 16.3x | 1x |
| Tue, 19 Jul 2022 | CN¥1.7t | CN¥1.6t | CN¥101.1b | 28.6x | 16.5x | 1x |
| Thu, 16 Jun 2022 | CN¥1.7t | CN¥1.6t | CN¥100.9b | 27.9x | 16.5x | 1x |
| Sat, 14 May 2022 | CN¥1.7t | CN¥1.6t | CN¥101.8b | 27x | 16.2x | 1x |
| Mon, 11 Apr 2022 | CN¥1.6t | CN¥1.5t | CN¥107.8b | 24.8x | 15.2x | 1.1x |
Price to Earnings Ratio
15.2x
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 3.9% 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 | -1.85% | |
| Consumer Discretionary | -3.32% | |
| Consumer Durables | -3.96% | |
| Homebuilding | 1.77% | |
| Housewares and Specialties | 1.26% | |
| Home Furnishings | -3.51% | |
| Consumer Electronics | -4.06% | |
| Household Appliances | -4.21% | |
Industry PE
- Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 46.2x.
- Analysts are expecting annual earnings growth of 20.3%, which is higher than its past year's earnings growth of 1.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 147% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 002032 Zhejiang Supor | CN¥58.75 | 5.9% +CN¥2.6b | 2.5% | PE20.9x | |
| 600060 Hisense Visual Technology | CN¥24.64 | 7.0% +CN¥2.1b | 4.9% | PE14.1x | |
| 001356 Fuling Technology | CN¥18.57 | 22.1% +CN¥2.0b | n/a | PE50.7x | |
| 000651 Gree Electric Appliances of Zhuhai | CN¥45.35 | 0.4% +CN¥878.7m | 12.3% | PE8.1x | |
| 300911 Zhejiang Entive Smart Kitchen Appliance | CN¥46.50 | 10.9% +CN¥626.4m | 111.1% | PS8.7x |