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Chinese (SSE) Beverage Industry Analysis

UpdatedFeb 26, 2026
DataAggregated Company Financials
Companies38
  • 7D-0.2%
  • 3M-3.5%
  • 1Y-5.3%
  • YTD0.5%

Over the last 7 days, the Beverage industry has dropped 1.2%, driven by Luzhou LaojiaoLtd declining 2.9%. However, the industry is down 5.5% over the past year. Earnings are forecast to grow by 9.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 26 Feb 2026CN¥3.4tCN¥525.1bCN¥172.1b23.1x19.5x6.4x
Sat, 24 Jan 2026CN¥3.2tCN¥525.0bCN¥171.9b25x18.4x6x
Mon, 22 Dec 2025CN¥3.3tCN¥525.0bCN¥171.9b25.4x19.4x6.4x
Wed, 19 Nov 2025CN¥3.5tCN¥525.0bCN¥171.9b25.7x20.6x6.8x
Fri, 17 Oct 2025CN¥3.6tCN¥541.4bCN¥179.1b25.9x20.1x6.7x
Sun, 14 Sep 2025CN¥3.6tCN¥508.8bCN¥174.5b28.1x20.7x7.1x
Tue, 12 Aug 2025CN¥3.4tCN¥513.3bCN¥176.8b27.3x19.4x6.7x
Thu, 10 Jul 2025CN¥3.4tCN¥511.8bCN¥176.5b29.3x19x6.6x
Sat, 07 Jun 2025CN¥3.5tCN¥511.8bCN¥176.5b30.7x19.9x6.9x
Mon, 05 May 2025CN¥3.6tCN¥512.1bCN¥176.6b26.1x20.4x7x
Wed, 02 Apr 2025CN¥3.7tCN¥505.9bCN¥175.0b27.7x21x7.2x
Fri, 28 Feb 2025CN¥3.5tCN¥506.1bCN¥175.6b22.1x20.2x7x
Sun, 26 Jan 2025CN¥3.4tCN¥506.2bCN¥175.7b21.6x19.4x6.7x
Tue, 24 Dec 2024CN¥3.7tCN¥506.2bCN¥175.7b23.3x20.8x7.2x
Thu, 21 Nov 2024CN¥3.8tCN¥506.2bCN¥175.7b24.5x21.4x7.4x
Sat, 19 Oct 2024CN¥3.7tCN¥504.3bCN¥174.6b24.1x21x7.3x
Mon, 16 Sep 2024CN¥3.0tCN¥504.3bCN¥174.6b19.7x17.1x5.9x
Wed, 14 Aug 2024CN¥3.4tCN¥498.7bCN¥172.6b22.7x19.5x6.8x
Fri, 12 Jul 2024CN¥3.5tCN¥493.3bCN¥170.1b22.6x20.4x7x
Sun, 09 Jun 2024CN¥3.9tCN¥493.3bCN¥170.1b26.3x22.8x7.9x
Tue, 07 May 2024CN¥4.3tCN¥493.2bCN¥169.2b28.6x25.1x8.6x
Thu, 04 Apr 2024CN¥4.1tCN¥459.0bCN¥154.8b30.2x26.8x9x
Sat, 02 Mar 2024CN¥4.0tCN¥457.8bCN¥154.6b29.5x25.7x8.7x
Mon, 29 Jan 2024CN¥3.8tCN¥457.8bCN¥154.7b29.9x24.4x8.2x
Wed, 27 Dec 2023CN¥3.9tCN¥458.2bCN¥154.7b29.1x25.4x8.6x
Fri, 24 Nov 2023CN¥4.3tCN¥454.0bCN¥154.6b31.6x28x9.5x
Sun, 22 Oct 2023CN¥4.0tCN¥445.9bCN¥151.1b30.5x26.7x9x
Tue, 19 Sep 2023CN¥4.5tCN¥439.4bCN¥148.8b33.3x30.5x10.3x
Thu, 17 Aug 2023CN¥4.5tCN¥431.5bCN¥146.3b34x30.8x10.4x
Sat, 15 Jul 2023CN¥4.4tCN¥424.9bCN¥143.3b34.8x30.7x10.4x
Mon, 12 Jun 2023CN¥4.2tCN¥425.0bCN¥143.3b34.2x29.3x9.9x
Wed, 10 May 2023CN¥4.5tCN¥425.4bCN¥143.5b37x31.2x10.5x
Fri, 07 Apr 2023CN¥4.8tCN¥401.2bCN¥133.1b41.6x36x12x
Sun, 05 Mar 2023CN¥4.9tCN¥396.0bCN¥130.3b45x37.9x12.5x
Price to Earnings Ratio

37.9x


Total Market Cap: CN¥4.9tTotal Earnings: CN¥130.3bTotal Revenue: CN¥396.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Beverage Industry Price to Earnings3Y Average 23.8x202420252026
Current Industry PE
  • Investors are pessimistic on the Chinese Beverage 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 19.3x which is lower than its 3-year average PE of 23.8x.
  • The 3-year average PS ratio of 8.1x is higher than the industry's current PS ratio of 6.3x.
Past Earnings Growth
  • The earnings for companies in the Beverage industry have grown 9.7% per year over the last three years.
  • Revenues for these companies have grown 9.9% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Chinese Consumer Staples industry?

CN Market2.09%
Consumer Staples0.35%
Beverage-0.16%
Brewers1.24%
Distillers and Wine Makers-0.17%
Soft Drinks-1.63%
Industry PE
  • Investors are most optimistic about the Soft Drinks industry even though it's trading below its 3-year average PE ratio of 39.9x.
    • Analysts are expecting annual earnings growth of 21.7%, which is lower than the prior year's growth of 41.7% per year.
  • Investors are most pessimistic about the Distillers and Wine Makers industry, which is trading below its 3-year average of 23.4x.
Forecasted Growth
  • Analysts are most optimistic on the Soft Drinks industry, expecting annual earnings growth of 22% over the next 5 years.
  • However this is lower than its past earnings growth rate of 42% per year.
  • In contrast, the Brewers industry is expected to see its earnings grow by 7.8% 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
600519 Kweichow MoutaiCN¥1.49k0.4%
+CN¥8.0b		2.2%PE20.7x
000729 Beijing Yanjing BreweryLtdCN¥12.582.4%
+CN¥817.4m		14.7%PE23.1x
600600 Tsingtao BreweryCN¥61.860.5%
+CN¥436.5m		-9.8%PE18.2x
002461 Guangzhou Zhujiang BreweryCN¥9.491.5%
+CN¥309.9m		0.4%PE22.2x
600132 Chongqing BreweryCN¥54.641.0%
+CN¥251.7m		-3.0%PE21.5x

Latest News

605499
CN¥260.49
Eastroc Beverage (Group)
7D
-1.6%
1Y
23.5%

605499: Follow On Offering And Lock Up Structure Will Drive Future Upside

Analysts kept their CN¥320.28 price target for Eastroc Beverage (Group) broadly unchanged, reflecting only minor adjustments to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions, rather than a change in their overall view of the stock. What's in the News Completed follow-on equity offering of H shares totaling HK$10.140695b, with multiple tranches priced at HK$248 per share and a HK$1.488 discount per security, including a new market listing and reserved share offering features (Key Developments) Previously filed follow-on equity offering of H shares in the same total amount of HK$10.140695b, with similar tranche sizes, maximum price of HK$248 per share, and HK$1.488 discount per security (Key Developments) Upcoming special or extraordinary shareholders meeting on January 16, 2026 at 14:30 China Standard Time in the company’s meeting room in Shenzhen, Guangdong, China (Key Developments) Special or extraordinary shareholders meeting scheduled for March 10, 2026 at 14:30 China Standard Time in the VIP meeting room at Mingliang Science Park in Shenzhen, Guangdong, China (Key Developments) Certain H shares subject to lock-up agreements ending on August 2, 2026 and February 2, 2027, with controlling shareholders agreeing to 6 month and 12 month lock-up periods from the listing date (Key Developments) Valuation Changes Fair Value: The fair value estimate remains unchanged at CN¥320.28, indicating no adjustment to the overall valuation level used.
600132
CN¥54.64
Chongqing Brewery
7D
1.0%
1Y
-3.0%
600519
CN¥1,491.66
Kweichow Moutai
7D
0.4%
1Y
2.2%
001338
CN¥12.74
GDH Supertime Group
7D
3.7%
1Y
14.6%
000568
CN¥112.92
Luzhou LaojiaoLtd
7D
-2.9%
1Y
-7.1%
002568
CN¥20.23
Shanghai Bairun Investment Holding Group
7D
1.1%
1Y
-19.4%
000729
CN¥12.58
Beijing Yanjing BreweryLtd
7D
2.4%
1Y
14.7%
000596
CN¥123.21
Anhui Gujing Distillery
7D
-4.6%
1Y
-25.3%
000858
CN¥105.17
Wuliangye YibinLtd
7D
-0.8%
1Y
-19.0%
002461
CN¥9.49
Guangzhou Zhujiang Brewery
7D
1.5%
1Y
0.4%
603589
CN¥28.13
Anhui Kouzi Distillery
7D
-1.2%
1Y
-21.8%
600809
CN¥163.92
Shanxi Xinghuacun Fen Wine FactoryLtd
7D
-1.2%
1Y
-17.7%
603369
CN¥32.07
Jiangsu King's Luck Brewery Ltd
7D
-1.0%
1Y
-36.2%
600600
CN¥61.86
Tsingtao Brewery
7D
0.5%
1Y
-9.8%
603198
CN¥38.95
Anhui Yingjia Distillery
7D
-1.0%
1Y
-26.1%
600084
CN¥6.87
CITIC Niya Wine
7D
2.2%
1Y
24.0%