Theme

China '25: Demand Side

21 tickers$945.73B market cap
10D rank#279of 943 themes#6of 17 in China
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As of Jul 10, 2026, 7:14 AM ET

China '25: Demand Side Constituents

CompanyWgtPremarket %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 return1.02%-1.47%2.13%3.60%-18.79%-18.45%-18.64%-15.26%
Average4.8%1.02%-1.47%2.13%2.58%-19.60%-18.80%-20.82%-17.60%$45.03B
Median4.8%1.14%-1.55%3.53%3.25%-18.74%-21.27%-22.74%-15.19%$14.77B
Std Dev0.0%1.59%1.63%7.54%5.44%16.71%16.68%21.71%16.73%$70.98B
Min4.8%-1.71%-4.53%-15.10%-8.96%-56.72%-51.23%-62.24%-55.85%$1.53B
Max4.8%4.97%1.98%16.36%14.69%16.27%16.47%25.86%9.47%$266.69B
% Positive Tickers66.67%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.

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