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China '24: Tech Hardware & Infra
8 tickers · $454.28B total market cap
Group: China
In Spring 2025, China's Tech Hardware and Infrastructure sector stands to benefit significantly from strong government-driven infrastructure stimulus, accelerated localization of tech hardware manufacturing due to escalating US-China tensions, and increased domestic demand for intelligent hardware, automation, and IoT infrastructure.
China '24: Tech Hardware & Infra tracks 8 publicly listed stocks in this theme: 002475.SHE, 0992.HK, 1686.HK, 1810.HK, 300308.SHE, 300502.SHE, EH, TUYA. 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 |
|---|---|---|---|---|---|---|---|---|
Zhongji Innolight Co., Ltd.300308.SHE | 04/16/2026 (AMC) | 04/16/2026 (AMC) | 0.00% | 9.11% | 52.44% | 21.36% | $168.27B | 12.5000 |
Xiaomi Corporation1810.HK | 03/24/2026 (BMO) | 05/27/2026 (BMO) | 1.59% | — | -5.93% | — | $101.39B | 12.5000 |
Eoptolink Technology Inc., Ltd.300502.SHE | 04/24/2026 (AMC) | 04/24/2026 (AMC) | -15.46% | -11.79% | 62.48% | 7.14% | $83.48B | 12.5000 |
Luxshare Precision Industry Co., Ltd.002475.SHE | 04/27/2026 (AMC) | 04/27/2026 (AMC) | 2.00% | 5.88% | 21.79% | 4.17% | $77.39B | 12.5000 |
Lenovo Group Limited0992.HK | 02/12/2026 (AMC) | 05/21/2026 (BMO) | 2.97% | — | 36.83% | — | $20.13B | 12.5000 |
SUNeVision Holdings Ltd.1686.HK | 02/25/2026 (AMC) | — | 6.73% | — | 5.03% | — | $1.98B | 12.5000 |
Tuya Inc.TUYA | 05/11/2026 (AMC) | 05/11/2026 (AMC) | -1.61% | -4.84% | 0.41% | -11.02% | $1.29B | 12.5000 |
EHang Holdings LimitedEH | 03/12/2026 (BMO) | 05/25/2026 (BMO) | -3.42% | — | -20.59% | — | $345.0M | 12.5000 |
| Average | -0.90% | -0.41% | 19.06% | 5.41% | $56.78B | 12.5000 | ||
| Median | 0.80% | 0.52% | 13.41% | 5.66% | $48.76B | 12.5000 | ||
| Std Dev | 6.20% | 8.36% | 27.53% | 11.50% | $57.19B | 0.0% | ||
| Min | -15.46% | -11.79% | -20.59% | -11.02% | $345.0M | 12.5000 | ||
| Max | 6.73% | 9.11% | 62.48% | 21.36% | $168.27B | 12.5000 | ||
| % Positive Tickers | 50.00% | 50.00% | 75.00% | 75.00% |
* 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%.