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Chinese (SSE) Luxury Industry Analysis

UpdatedNov 24, 2025
DataAggregated Company Financials
Companies105
  • 7D-4.1%
  • 3M0.1%
  • 1Y13.8%
  • YTD10.6%

Over the last 7 days, the Luxury industry has dropped 4.1%, driven by a pullback from Sunvim GroupLtd of 27%. Meanwhile, Zhejiang Truelove Vogue actually outperformed within the industry, gaining 21% in the last week. In the past year, the industry has gained 14%. Earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

Has the Chinese Luxury Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 24 Nov 2025CN¥640.8bCN¥438.1bCN¥16.8b32.9x38.2x1.5x
Wed, 22 Oct 2025CN¥634.4bCN¥433.7bCN¥16.7b35.1x38.1x1.5x
Fri, 19 Sep 2025CN¥634.7bCN¥433.7bCN¥16.7b35.9x38.1x1.5x
Sun, 17 Aug 2025CN¥638.0bCN¥442.9bCN¥17.1b31.6x37.3x1.4x
Tue, 15 Jul 2025CN¥604.7bCN¥444.1bCN¥17.0b30.9x35.6x1.4x
Thu, 12 Jun 2025CN¥604.7bCN¥444.1bCN¥17.0b28.5x35.6x1.4x
Sat, 10 May 2025CN¥572.1bCN¥439.2bCN¥16.9b27.4x33.8x1.3x
Mon, 07 Apr 2025CN¥564.5bCN¥451.0bCN¥20.2b25.7x27.9x1.3x
Wed, 05 Mar 2025CN¥572.1bCN¥454.8bCN¥20.4b24.3x28x1.3x
Fri, 31 Jan 2025CN¥553.0bCN¥454.8bCN¥20.5b23.1x27x1.2x
Sun, 29 Dec 2024CN¥581.4bCN¥455.0bCN¥20.5b24x28.3x1.3x
Tue, 26 Nov 2024CN¥572.6bCN¥455.0bCN¥20.5b22.7x27.9x1.3x
Thu, 24 Oct 2024CN¥543.2bCN¥465.0bCN¥22.2b21.5x24.5x1.2x
Sat, 21 Sep 2024CN¥445.0bCN¥464.9bCN¥22.3b17.7x20x1x
Mon, 19 Aug 2024CN¥442.4bCN¥460.9bCN¥21.8b19.2x20.3x1x
Wed, 17 Jul 2024CN¥460.6bCN¥459.6bCN¥21.4b19.3x21.5x1x
Fri, 14 Jun 2024CN¥511.7bCN¥460.7bCN¥21.3b19.6x24x1.1x
Sun, 12 May 2024CN¥555.4bCN¥458.3bCN¥20.4b22.1x27.3x1.2x
Tue, 09 Apr 2024CN¥563.5bCN¥443.3bCN¥17.5b24x32.3x1.3x
Thu, 07 Mar 2024CN¥548.3bCN¥450.1bCN¥16.3b23.8x33.6x1.2x
Sat, 03 Feb 2024CN¥507.6bCN¥450.3bCN¥15.9b23.7x31.9x1.1x
Mon, 01 Jan 2024CN¥614.9bCN¥457.8bCN¥16.6b28x37x1.3x
Wed, 29 Nov 2023CN¥604.1bCN¥450.5bCN¥16.0b28x37.8x1.3x
Fri, 27 Oct 2023CN¥586.1bCN¥445.6bCN¥15.2b29.2x38.6x1.3x
Sun, 24 Sep 2023CN¥604.4bCN¥448.0bCN¥15.0b29.1x40.4x1.3x
Tue, 22 Aug 2023CN¥609.8bCN¥445.9bCN¥14.3b28.7x42.6x1.4x
Thu, 20 Jul 2023CN¥620.8bCN¥443.5bCN¥14.5b29.3x42.9x1.4x
Sat, 17 Jun 2023CN¥613.1bCN¥443.8bCN¥14.5b29.3x42.3x1.4x
Mon, 15 May 2023CN¥629.2bCN¥446.6bCN¥16.1b28.6x39x1.4x
Wed, 12 Apr 2023CN¥621.9bCN¥451.3bCN¥17.8b28.8x34.9x1.4x
Fri, 10 Mar 2023CN¥633.2bCN¥451.2bCN¥18.2b29.3x34.8x1.4x
Sun, 05 Feb 2023CN¥639.3bCN¥450.7bCN¥18.3b29.8x34.9x1.4x
Tue, 03 Jan 2023CN¥598.4bCN¥450.4bCN¥18.3b26.7x32.7x1.3x
Thu, 01 Dec 2022CN¥581.8bCN¥450.0bCN¥18.3b27.3x31.9x1.3x
Price to Earnings Ratio

31.9x


Total Market Cap: CN¥581.8bTotal Earnings: CN¥18.3bTotal Revenue: CN¥450.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Luxury Industry Price to Earnings3Y Average 33x202320242025
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 38.2x which is higher than its 3-year average PE of 33.0x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 2.8% 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-5.21%
Consumer Discretionary-4.67%
Luxury-4.14%
Footwear-2.73%
Apparel, Accessories and Luxury Goods-3.33%
Textiles-5.35%
Industry PE
  • Investors are most optimistic about the Textiles industry which is trading above its 3-year average PE ratio of 34.8x.
    • Analysts are expecting annual earnings growth of 33.9%, 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 43.5x.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 34% 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?

CompanyLast Price7D1YValuation
003041 Zhejiang Truelove VogueCN¥54.4020.6%
+CN¥1.3b
213.0%PE31.3x
000017 Shenzhen China Bicycle Company (Holdings)CN¥8.3116.9%
+CN¥827.0m
25.0%PE141.9x
603877 Ningbo Peacebird FashionLtdCN¥16.279.3%
+CN¥654.8m
16.6%PE42.8x
601566 JoeoneLtdCN¥14.917.7%
+CN¥614.9m
79.4%PE24.4x
001390 Anhui Guqi Down & Feather TextileCN¥30.3010.1%
+CN¥556.0m
n/aPE35.7x

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