002032.SHE-0.01%4.8%
0151.HK-29.22%4.8%
0168.HK-12.47%4.8%
0881.HK-56.72%4.8%
0921.HK-5.07%4.8%
1044.HK-18.50%4.8%
1880.HK-40.94%4.8%
1929.HK-8.48%4.8%
2319.HK+16.27%4.8%
3690.HK-24.54%4.8%
600132.SHG-18.74%4.8%
600519.SHG-11.64%4.8%
600809.SHG-37.00%4.8%
603833.SHG-37.14%4.8%
6690.HK-19.17%4.8%
BABA-24.18%4.8%
JD-3.34%4.8%
NTES-2.70%4.8%
PDD-24.26%4.8%
TCOM-42.39%4.8%
YUMC-11.37%4.8%
As of Jul 10, 2026, 7:14 AM ET
China '25: Demand Side Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Alibaba Group Holding LimitedBABA | 4.8% | 2.28% | 1.98% | 16.36% | 13.42% | -24.18% | -22.88% | -14.37% | 4.22% | $266.69B |
Kweichow Moutai Co., Ltd.600519.SHG | 4.8% | 1.93% | -1.29% | -1.07% | -0.91% | -11.64% | -17.97% | -18.36% | -12.49% | $217.54B |
PDD Holdings Inc.PDD | 4.8% | 0.00% | 1.35% | 12.20% | 4.07% | -24.26% | -17.21% | -27.87% | -18.19% | $122.24B |
NetEase, Inc.NTES | 4.8% | -1.11% | 0.47% | 3.68% | 3.25% | -2.70% | 16.47% | 25.86% | 4.96% | $85.49B |
Meituan3690.HK | 4.8% | 0.25% | -2.97% | 16.13% | 14.69% | -24.54% | -3.42% | -50.60% | -33.71% | $61.82B |
JD.com, Inc.JD | 4.8% | 1.66% | 0.40% | 9.86% | 5.44% | -3.34% | 4.56% | -30.54% | -11.15% | $37.46B |
Trip.com Group LimitedTCOM | 4.8% | 0.83% | 0.12% | 3.68% | 0.85% | -42.39% | -21.27% | -34.84% | -33.04% | $26.09B |
Haier Smart Home Co., Ltd.6690.HK | 4.8% | 1.62% | -2.66% | -2.58% | -0.92% | -19.17% | -25.98% | -16.35% | -15.19% | $23.28B |
Shanxi Xinghuacun Fen Wine Factory Co.,Ltd.600809.SHG | 4.8% | 4.97% | -2.25% | -3.82% | -5.21% | -37.00% | -34.17% | -47.18% | -37.85% | $18.87B |
China Tourism Group Duty Free Corporation Limited1880.HK | 4.8% | 3.20% | -2.29% | -2.70% | -1.31% | -40.94% | -40.65% | -3.39% | -13.25% | $14.90B |
Yum China Holdings, Inc.YUMC | 4.8% | -0.24% | -0.96% | 3.57% | 3.30% | -11.37% | -22.95% | -20.59% | -11.63% | $14.77B |
Chow Tai Fook Jewellery Group Limited1929.HK | 4.8% | 1.75% | -1.55% | 2.87% | 4.76% | -8.48% | -13.17% | 18.41% | -15.79% | $14.36B |
Tsingtao Brewery Company Limited0168.HK | 4.8% | 3.06% | -2.22% | -3.07% | 0.26% | -12.47% | -18.77% | -24.40% | -17.26% | $9.03B |
China Mengniu Dairy Company Limited2319.HK | 4.8% | -1.09% | -1.14% | 3.53% | 8.23% | 16.27% | 7.37% | -8.87% | 9.47% | $8.58B |
Zhejiang Supor Co., Ltd.002032.SHE | 4.8% | -0.86% | -2.39% | 5.23% | 5.81% | -0.01% | -2.85% | -22.74% | -13.05% | $5.04B |
Want Want China Holdings Limited0151.HK | 4.8% | 0.91% | -3.51% | -15.10% | -2.58% | -29.22% | -32.76% | -32.14% | -36.89% | $4.97B |
Hisense Home Appliances Group Co. Ltd. Class H0921.HK | 4.8% | -1.71% | -3.48% | -10.71% | -8.96% | -5.07% | -7.66% | -8.31% | -0.47% | $3.92B |
Hengan International Group Company Limited1044.HK | 4.8% | 1.14% | -0.26% | 4.08% | 5.42% | -18.50% | -21.64% | 12.41% | 1.13% | $3.36B |
Chongqing Brewery Co., Ltd.600132.SHG | 4.8% | 1.24% | -1.49% | -2.51% | -1.69% | -18.74% | -24.91% | -25.73% | -21.41% | $2.94B |
Oppein Home Group Inc.603833.SHG | 4.8% | 1.67% | -2.23% | 4.67% | 1.76% | -37.14% | -43.77% | -45.31% | -42.25% | $2.84B |
Zhongsheng Group Holdings Limited0881.HK | 4.8% | 0.00% | -4.53% | 0.48% | 4.41% | -56.72% | -51.23% | -62.24% | -55.85% | $1.53B |
| Theme return | — | 1.02% | -1.47% | 2.13% | 3.60% | -18.79% | -18.45% | -18.64% | -15.26% | — |
| Average | 4.8% | 1.02% | -1.47% | 2.13% | 2.58% | -19.60% | -18.80% | -20.82% | -17.60% | $45.03B |
| Median | 4.8% | 1.14% | -1.55% | 3.53% | 3.25% | -18.74% | -21.27% | -22.74% | -15.19% | $14.77B |
| Std Dev | 0.0% | 1.59% | 1.63% | 7.54% | 5.44% | 16.71% | 16.68% | 21.71% | 16.73% | $70.98B |
| Min | 4.8% | -1.71% | -4.53% | -15.10% | -8.96% | -56.72% | -51.23% | -62.24% | -55.85% | $1.53B |
| Max | 4.8% | 4.97% | 1.98% | 16.36% | 14.69% | 16.27% | 16.47% | 25.86% | 9.47% | $266.69B |
| % Positive Tickers | 66.67% | 23.81% | 61.90% | 66.67% | 4.76% | 14.29% | 14.29% | 19.05% |
About this theme
China '25: Demand Side tracks 21 publicly listed stocks in this theme. Sample tickers: 002032.SHE, 0151.HK, 0168.HK, 0881.HK, 0921.HK, 1044.HK, 1880.HK, 1929.HK, 2319.HK, 3690.HK, 600132.SHG, 600519.SHG, and 9 more. Use the table below for the full list.
