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Chinese (SSE) Consumer Durables Industry Analysis

UpdatedAug 10, 2025
DataAggregated Company Financials
Companies116
  • 7D2.1%
  • 3M1.7%
  • 1Y24.5%
  • YTD0.3%

In the last week, the Consumer Durables industry is up 2.1%, with Gree Electric Appliances of Zhuhai up 3.4%. During this same period, the Higold Group underperformed, falling 24%. This means that the industry has gained 25% over the past year. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 10 Aug 2025CN¥2.1tCN¥1.7tCN¥129.1b29.5x16.3x1.3x
Tue, 08 Jul 2025CN¥2.0tCN¥1.6tCN¥128.7b27.8x15.6x1.2x
Thu, 05 Jun 2025CN¥1.9tCN¥1.6tCN¥127.8b26.4x15.2x1.2x
Sat, 03 May 2025CN¥1.9tCN¥1.6tCN¥127.8b24.7x14.9x1.2x
Mon, 31 Mar 2025CN¥2.0tCN¥1.6tCN¥120.3b26x16.7x1.3x
Wed, 26 Feb 2025CN¥1.9tCN¥1.6tCN¥119.0b26.5x16.2x1.2x
Fri, 24 Jan 2025CN¥1.9tCN¥1.6tCN¥118.7b24x16.1x1.2x
Sun, 22 Dec 2024CN¥2.0tCN¥1.6tCN¥118.7b24.2x16.5x1.3x
Tue, 19 Nov 2024CN¥1.9tCN¥1.6tCN¥118.7b22.8x15.9x1.2x
Thu, 17 Oct 2024CN¥1.9tCN¥1.6tCN¥118.9b20.1x16x1.2x
Sat, 14 Sep 2024CN¥1.6tCN¥1.6tCN¥118.9b17.4x13.3x1x
Mon, 12 Aug 2024CN¥1.5tCN¥1.5tCN¥116.4b18.2x13.3x1x
Wed, 10 Jul 2024CN¥1.6tCN¥1.5tCN¥116.2b19.3x13.8x1x
Fri, 07 Jun 2024CN¥1.8tCN¥1.5tCN¥116.2b20.4x15.2x1.2x
Sun, 05 May 2024CN¥1.8tCN¥1.5tCN¥116.5b22.2x15.7x1.2x
Tue, 02 Apr 2024CN¥1.7tCN¥1.5tCN¥111.3b23.1x15.5x1.2x
Thu, 29 Feb 2024CN¥1.6tCN¥1.5tCN¥108.7b20.3x14.7x1.1x
Sat, 27 Jan 2024CN¥1.6tCN¥1.5tCN¥108.7b22.3x14.3x1.1x
Mon, 25 Dec 2023CN¥1.5tCN¥1.5tCN¥108.4b23.4x14.1x1x
Wed, 22 Nov 2023CN¥1.6tCN¥1.5tCN¥108.4b24.4x14.8x1.1x
Fri, 20 Oct 2023CN¥1.6tCN¥1.4tCN¥105.0b24.5x15.1x1.1x
Sun, 17 Sep 2023CN¥1.6tCN¥1.4tCN¥104.9b25.5x15.5x1.1x
Tue, 15 Aug 2023CN¥1.7tCN¥1.6tCN¥98.8b24.1x17.2x1.1x
Thu, 13 Jul 2023CN¥1.7tCN¥1.6tCN¥98.9b25.4x17.6x1.1x
Sat, 10 Jun 2023CN¥1.7tCN¥1.6tCN¥98.7b24.1x16.9x1.1x
Mon, 08 May 2023CN¥1.7tCN¥1.6tCN¥97.6b24.7x16.9x1x
Wed, 05 Apr 2023CN¥1.7tCN¥1.6tCN¥96.8b24.1x17.8x1.1x
Fri, 03 Mar 2023CN¥1.8tCN¥1.6tCN¥99.3b27x18.2x1.1x
Sun, 29 Jan 2023CN¥1.7tCN¥1.6tCN¥98.9b24.2x17.4x1.1x
Tue, 27 Dec 2022CN¥1.6tCN¥1.6tCN¥99.0b22.3x16x1x
Thu, 24 Nov 2022CN¥1.5tCN¥1.6tCN¥98.4b21.9x15.2x0.9x
Sat, 22 Oct 2022CN¥1.4tCN¥1.6tCN¥99.0b22.5x14.6x0.9x
Mon, 19 Sep 2022CN¥1.6tCN¥1.6tCN¥98.8b24x16.5x1x
Wed, 17 Aug 2022CN¥1.6tCN¥1.6tCN¥101.1b27.8x16.3x1x
Price to Earnings Ratio

16.3x


Total Market Cap: CN¥1.6tTotal Earnings: CN¥101.1bTotal Revenue: CN¥1.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Consumer Durables Industry Price to Earnings3Y Average 15.8x202320242025
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 15.8x.
  • 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 8.5% 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 Market1.94%
Consumer Discretionary2.39%
Consumer Durables2.12%
Homebuilding5.11%
Housewares and Specialties3.57%
Household Appliances2.44%
Consumer Electronics1.41%
Home Furnishings0.27%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 51.2x.
    • Analysts are expecting annual earnings growth of 26.7%, which is higher than its past year's earnings decline of 0.2% 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 9.0% 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
000651 Gree Electric Appliances of ZhuhaiCN¥47.443.4%
+CN¥8.6b
17.7%PE7.8x
000333 Midea GroupCN¥71.581.1%
+CN¥6.0b
18.3%PE13.1x
603486 Ecovacs RoboticsCN¥87.1210.7%
+CN¥4.9b
131.3%PE50.9x
603268 Guangdong Songfa CeramicsLtdCN¥52.3610.7%
+CN¥4.4b
312.3%PS158x
688775 Arashi VisionCN¥170.923.7%
+CN¥2.5b
n/aPE69.2x

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