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Chinese (SSE) Luxury Industry Analysis
UpdatedJul 21, 2026
DataAggregated Company Financials
Companies105
- 7D-2.6%
- 3M-19.9%
- 1Y-15.5%
- YTD-20.9%
Over the last 7 days, the Luxury industry has dropped 3.5%, driven by a pullback from Xingye Leather Technology of 36%. Meanwhile, Huali Industrial Group actually outperformed within the industry, gaining 14% in the last week. Overall the industry is down 14% in 12 months. As for the next few years, earnings are expected to grow by 18% 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 |
|---|---|---|---|---|---|---|
| Tue, 21 Jul 2026 | CN¥509.4b | CN¥446.2b | CN¥17.8b | 31.1x | 28.6x | 1.1x |
| Thu, 18 Jun 2026 | CN¥562.8b | CN¥446.1b | CN¥17.7b | 32.2x | 31.8x | 1.3x |
| Sat, 16 May 2026 | CN¥667.1b | CN¥448.8b | CN¥17.7b | 42.5x | 37.8x | 1.5x |
| Mon, 13 Apr 2026 | CN¥644.0b | CN¥438.5b | CN¥18.0b | 33.9x | 35.8x | 1.5x |
| Wed, 11 Mar 2026 | CN¥673.5b | CN¥438.8b | CN¥16.9b | 37.2x | 39.9x | 1.5x |
| Fri, 06 Feb 2026 | CN¥683.4b | CN¥438.1b | CN¥16.8b | 36.9x | 40.8x | 1.6x |
| Sun, 04 Jan 2026 | CN¥645.0b | CN¥438.1b | CN¥16.8b | 34.3x | 38.5x | 1.5x |
| Tue, 02 Dec 2025 | CN¥657.5b | CN¥438.1b | CN¥16.8b | 33.2x | 39.2x | 1.5x |
| Thu, 30 Oct 2025 | CN¥634.2b | CN¥432.2b | CN¥16.7b | 32.3x | 38x | 1.5x |
| Sat, 27 Sep 2025 | CN¥624.3b | CN¥433.7b | CN¥16.7b | 35x | 37.5x | 1.4x |
| Mon, 25 Aug 2025 | CN¥657.3b | CN¥443.1b | CN¥17.0b | 34.5x | 38.7x | 1.5x |
| Wed, 23 Jul 2025 | CN¥612.5b | CN¥444.1b | CN¥17.0b | 30.8x | 36x | 1.4x |
| Fri, 20 Jun 2025 | CN¥574.1b | CN¥444.1b | CN¥17.0b | 28x | 33.8x | 1.3x |
| Sun, 18 May 2025 | CN¥580.7b | CN¥436.9b | CN¥16.7b | 26.7x | 34.8x | 1.3x |
| Tue, 15 Apr 2025 | CN¥546.7b | CN¥451.3b | CN¥20.2b | 25.2x | 27.1x | 1.2x |
| Thu, 13 Mar 2025 | CN¥586.0b | CN¥454.8b | CN¥20.4b | 24.8x | 28.7x | 1.3x |
| Sat, 08 Feb 2025 | CN¥561.8b | CN¥454.8b | CN¥20.5b | 24.1x | 27.4x | 1.2x |
| Mon, 06 Jan 2025 | CN¥549.3b | CN¥455.0b | CN¥20.5b | 22.3x | 26.8x | 1.2x |
| Wed, 04 Dec 2024 | CN¥601.9b | CN¥455.0b | CN¥20.5b | 23.6x | 29.3x | 1.3x |
| Fri, 01 Nov 2024 | CN¥562.7b | CN¥456.6b | CN¥20.6b | 21.1x | 27.3x | 1.2x |
| Sun, 29 Sep 2024 | CN¥496.9b | CN¥464.9b | CN¥22.3b | 20.7x | 22.3x | 1.1x |
| Tue, 27 Aug 2024 | CN¥439.5b | CN¥460.6b | CN¥21.6b | 19x | 20.3x | 1x |
| Thu, 25 Jul 2024 | CN¥436.5b | CN¥459.6b | CN¥21.4b | 18.3x | 20.4x | 0.9x |
| Sat, 22 Jun 2024 | CN¥492.2b | CN¥460.7b | CN¥21.3b | 19.3x | 23.1x | 1.1x |
| Mon, 20 May 2024 | CN¥563.0b | CN¥459.3b | CN¥20.7b | 22.1x | 27.2x | 1.2x |
| Wed, 17 Apr 2024 | CN¥547.8b | CN¥443.9b | CN¥17.4b | 21.5x | 31.4x | 1.2x |
| Fri, 15 Mar 2024 | CN¥558.8b | CN¥450.8b | CN¥16.4b | 24x | 34x | 1.2x |
| Sun, 11 Feb 2024 | CN¥508.1b | CN¥449.9b | CN¥16.3b | 21.4x | 31.2x | 1.1x |
| Tue, 09 Jan 2024 | CN¥595.5b | CN¥457.7b | CN¥16.5b | 28.1x | 36x | 1.3x |
| Thu, 07 Dec 2023 | CN¥595.8b | CN¥450.6b | CN¥16.0b | 29.1x | 37.3x | 1.3x |
| Sat, 04 Nov 2023 | CN¥596.8b | CN¥449.9b | CN¥15.7b | 27.6x | 37.9x | 1.3x |
| Mon, 02 Oct 2023 | CN¥603.4b | CN¥448.0b | CN¥15.0b | 29.3x | 40.2x | 1.3x |
| Wed, 30 Aug 2023 | CN¥602.5b | CN¥449.1b | CN¥15.2b | 27.2x | 39.8x | 1.3x |
| Fri, 28 Jul 2023 | CN¥619.9b | CN¥443.7b | CN¥14.5b | 29.7x | 42.8x | 1.4x |
Price to Earnings Ratio
42.8x
Current Industry PE
- Investors are pessimistic on the Chinese Luxury industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 29.1x which is lower than its 3-year average PE of 33.1x.
- The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have grown 7.1% 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 | -6.17% | |
| Consumer Discretionary | -1.90% | |
| Luxury | -2.55% | |
| Footwear | 3.11% | |
| Apparel, Accessories and Luxury Goods | -0.70% | |
| Textiles | -5.83% | |
Industry PE
- Investors are most optimistic about the Textiles industry, which is trading close to its 3-year average PE ratio of 39.6x.
- Analysts are expecting annual earnings growth of 25.6%, which is higher than its past year's earnings growth of 3.0% per year.
- Investors are most pessimistic about the Footwear industry, which is trading below its 3-year average of 39.3x.
Forecasted Growth
- Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 26% over the next 5 years.
- This is better than its past earnings growth rate of 3.0% per year.
- In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 13% 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 | |
|---|---|---|---|---|---|
| 300979 Huali Industrial Group | CN¥34.38 | 13.6% +CN¥4.8b | -36.5% | PE14.2x | |
| 002003 Zhejiang Weixing Industrial Development | CN¥10.00 | 14.7% +CN¥1.5b | -7.9% | PE18.7x | |
| 300577 Anhui Korrun | CN¥19.60 | 20.4% +CN¥789.2m | -5.4% | PE13.5x | |
| 002832 BIEM.L.FDLKK GarmentLtd | CN¥22.11 | 6.2% +CN¥741.9m | 35.4% | PE20.8x | |
| 600612 Lao Feng Xiang | CN¥35.63 | 3.5% +CN¥638.2m | -25.9% | PE11x |