Have your own idea? Try our Stock Screener
Chinese (SSE) Luxury Industry Analysis
UpdatedMar 02, 2026
DataAggregated Company Financials
Companies105
- 7D2.3%
- 3M4.2%
- 1Y18.8%
- YTD5.1%
The Luxury industry is up 2.3% in the last week, with HMT (Xiamen) New Technical Materials up 13%. Meanwhile, Guangdong Chj IndustryLtd actually underperformed within the industry, shrinking 16% in the last week. This takes the industry's 12 month performance to a gain of 19%. As for the next few years, earnings are expected to grow by 22% per annum.
Industry Valuation and Performance
Has the Chinese Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 02 Mar 2026 | CN¥689.4b | CN¥438.1b | CN¥16.8b | 38.4x | 41.1x | 1.6x |
| Wed, 28 Jan 2026 | CN¥677.7b | CN¥438.1b | CN¥16.8b | 36.2x | 40.4x | 1.5x |
| Fri, 26 Dec 2025 | CN¥643.6b | CN¥438.1b | CN¥16.8b | 33.8x | 38.4x | 1.5x |
| Sun, 23 Nov 2025 | CN¥640.8b | CN¥438.1b | CN¥16.8b | 32.9x | 38.2x | 1.5x |
| Tue, 21 Oct 2025 | CN¥620.6b | CN¥433.7b | CN¥16.7b | 34.1x | 37.2x | 1.4x |
| Thu, 18 Sep 2025 | CN¥641.6b | CN¥433.7b | CN¥16.7b | 35.1x | 38.5x | 1.5x |
| Sat, 16 Aug 2025 | CN¥638.0b | CN¥442.9b | CN¥17.1b | 31.6x | 37.3x | 1.4x |
| Mon, 14 Jul 2025 | CN¥601.7b | CN¥444.1b | CN¥17.0b | 30.9x | 35.4x | 1.4x |
| Wed, 11 Jun 2025 | CN¥596.2b | CN¥438.6b | CN¥16.8b | 29.1x | 35.4x | 1.4x |
| Fri, 09 May 2025 | CN¥568.3b | CN¥439.1b | CN¥16.9b | 28.5x | 33.7x | 1.3x |
| Sun, 06 Apr 2025 | CN¥564.5b | CN¥451.0b | CN¥20.2b | 25.7x | 27.9x | 1.3x |
| Tue, 04 Mar 2025 | CN¥570.5b | CN¥454.8b | CN¥20.4b | 24x | 27.9x | 1.3x |
| Thu, 30 Jan 2025 | CN¥553.0b | CN¥454.8b | CN¥20.5b | 23.1x | 27x | 1.2x |
| Sat, 28 Dec 2024 | CN¥581.4b | CN¥455.0b | CN¥20.5b | 24x | 28.3x | 1.3x |
| Mon, 25 Nov 2024 | CN¥555.8b | CN¥455.0b | CN¥20.5b | 22.2x | 27.1x | 1.2x |
| Wed, 23 Oct 2024 | CN¥541.7b | CN¥465.0b | CN¥22.2b | 21.3x | 24.4x | 1.2x |
| Fri, 20 Sep 2024 | CN¥446.5b | CN¥464.9b | CN¥22.3b | 18.1x | 20.1x | 1x |
| Sun, 18 Aug 2024 | CN¥442.4b | CN¥460.9b | CN¥21.8b | 19.2x | 20.3x | 1x |
| Tue, 16 Jul 2024 | CN¥465.4b | CN¥459.6b | CN¥21.4b | 19.3x | 21.7x | 1x |
| Thu, 13 Jun 2024 | CN¥515.2b | CN¥460.7b | CN¥21.3b | 19.8x | 24.2x | 1.1x |
| Sat, 11 May 2024 | CN¥555.4b | CN¥458.2b | CN¥20.4b | 22.1x | 27.3x | 1.2x |
| Mon, 08 Apr 2024 | CN¥571.5b | CN¥443.3b | CN¥17.5b | 24.7x | 32.7x | 1.3x |
| Wed, 06 Mar 2024 | CN¥543.2b | CN¥450.0b | CN¥16.3b | 23.7x | 33.3x | 1.2x |
| Fri, 02 Feb 2024 | CN¥519.3b | CN¥450.3b | CN¥15.9b | 24.3x | 32.6x | 1.2x |
| Sun, 31 Dec 2023 | CN¥614.9b | CN¥457.8b | CN¥16.6b | 28x | 37x | 1.3x |
| Tue, 28 Nov 2023 | CN¥597.5b | CN¥450.5b | CN¥16.0b | 27.8x | 37.4x | 1.3x |
| Thu, 26 Oct 2023 | CN¥583.9b | CN¥445.7b | CN¥15.0b | 28x | 38.9x | 1.3x |
| Sat, 23 Sep 2023 | CN¥604.4b | CN¥448.0b | CN¥15.0b | 29.1x | 40.4x | 1.3x |
| Mon, 21 Aug 2023 | CN¥609.8b | CN¥446.0b | CN¥14.3b | 28.3x | 42.6x | 1.4x |
| Wed, 19 Jul 2023 | CN¥616.2b | CN¥443.6b | CN¥14.5b | 29.4x | 42.5x | 1.4x |
| Fri, 16 Jun 2023 | CN¥613.7b | CN¥443.7b | CN¥14.5b | 30x | 42.3x | 1.4x |
| Sun, 14 May 2023 | CN¥629.3b | CN¥445.4b | CN¥16.1b | 28.6x | 39.1x | 1.4x |
| Tue, 11 Apr 2023 | CN¥629.6b | CN¥452.3b | CN¥17.8b | 28.6x | 35.3x | 1.4x |
| Thu, 09 Mar 2023 | CN¥637.4b | CN¥451.3b | CN¥18.2b | 29.4x | 35.1x | 1.4x |
Price to Earnings Ratio
35.1x
Current Industry PE
- Investors are optimistic on the Chinese Luxury industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 41.1x which is higher than its 3-year average PE of 33.5x.
- The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have declined 2.7% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Chinese Consumer Discretionary industry?
| CN Market | 2.79% | |
| Consumer Discretionary | 0.37% | |
| Luxury | 2.30% | |
| Textiles | 3.82% | |
| Apparel, Accessories and Luxury Goods | 1.21% | |
| Footwear | 0.21% | |
Industry PE
- Investors are most optimistic about the Textiles industry which is trading above its 3-year average PE ratio of 37.4x.
- Analysts are expecting annual earnings growth of 36.9%, which is higher than its past year's earnings growth of 2.9% per year.
- Investors are most pessimistic about the Footwear industry, which is trading below its 3-year average of 42.1x.
Forecasted Growth
- Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 37% over the next 5 years.
- This is better than its past earnings growth rate of 2.9% per year.
- In contrast, the Footwear industry is expected to see its earnings grow by 14% 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 | |
|---|---|---|---|---|---|
| 603306 HMT (Xiamen) New Technical Materials | CN¥88.36 | 13.3% +CN¥3.2b | 137.5% | PE107.5x | |
| 300658 Xiamen Yanjan New Material | CN¥24.51 | 48.1% +CN¥2.6b | 330.8% | PE219.8x | |
| 600916 China National Gold Group Gold JewelleryLtd | CN¥12.30 | 14.0% +CN¥2.5b | 45.7% | PE50.7x | |
| 300819 Jiangsu Jujie Microfiber Technology Group | CN¥60.02 | 18.9% +CN¥1.4b | 305.0% | PE151.6x | |
| 300945 MCLON JEWELLERYLtd | CN¥21.53 | 17.0% +CN¥820.3m | 96.4% | PE46.5x |