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China '24: HealthTech
6 tickers · $22.76B total market cap
Group: China
Amid economic uncertainty and rising geopolitical tensions, China's consumer health technology sector stands to benefit from the government's renewed push toward domestic innovation, healthcare digitization, and consumer-focused fiscal stimulus. Heightened domestic investment in health technology, supportive regulatory frameworks, and increased consumer health awareness post-COVID have created tailwinds for industry growth.
China '24: HealthTech tracks 6 publicly listed stocks in this theme: 0241.HK, 0546.HK, 0874.HK, 1833.HK, 1877.HK, 2158.HK. See the constituent table for details.
Thesis update: 2025-04-03
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Alibaba Health Information Technology Limited0241.HK | 05/14/2026 (BMO) | 05/14/2026 (BMO) | -3.75% | -5.15% | -22.88% | -5.90% | $8.22B | 16.6667 |
Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited0874.HK | 04/27/2026 (AMC) | 04/27/2026 (AMC) | 0.00% | -0.42% | -11.96% | -3.03% | $5.14B | 16.6667 |
Shanghai Junshi Biosciences Co., Ltd.1877.HK | 04/27/2026 (BMO) | 04/27/2026 (BMO) | 1.29% | 5.26% | 26.17% | -17.12% | $4.06B | 16.6667 |
Ping An Healthcare and Technology Company Limited1833.HK | 03/24/2026 (BMO) | — | 12.51% | — | -24.20% | — | $2.63B | 16.6667 |
Fufeng Group Limited0546.HK | 03/26/2026 (BMO) | — | -6.77% | — | -22.28% | — | $1.97B | 16.6667 |
Yidu Tech Inc.2158.HK | 11/27/2025 (BMO) | — | 0.82% | — | 4.67% | — | $737.7M | 16.6667 |
| Average | 0.68% | -0.10% | -8.41% | -8.68% | $3.79B | 16.6667 | ||
| Median | 0.41% | -0.42% | -17.12% | -5.90% | $3.35B | 16.6667 | ||
| Std Dev | 6.00% | 4.25% | 18.40% | 6.08% | $2.43B | 0.0% | ||
| Min | -6.77% | -5.15% | -24.20% | -17.12% | $737.7M | 16.6667 | ||
| Max | 12.51% | 5.26% | 26.17% | -3.03% | $8.22B | 16.6667 | ||
| % Positive Tickers | 50.00% | 33.33% | 33.33% | 0.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.