Theme

China '25: Demand Side

21 tickers$1.01T market cap
10D rank#736of 1,032 themes#13of 17 in China
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As of Aug 24, 2026, 4:53 AM ET

China '25: Demand Side Constituents

Alibaba Group Holding LimitedBABA
4.8%-8.59%-6.67%6.40%-2.40%-18.60%-17.20%-8.07%39.73%-24.28%-2.94%$286.04B
China Mengniu Dairy Company Limited2319.HK
4.8%2.01%1.07%3.98%-0.42%25.66%16.04%-1.51%58.71%-52.25%14.80%$9.28B
China Tourism Group Duty Free Corporation Limited1880.HK
4.8%-0.65%-3.92%-0.16%-9.03%-38.64%-38.35%0.36%1.21%-67.46%-20.05%$15.49B
Chongqing Brewery Co., Ltd.600132.SHG
4.8%-2.11%-7.24%-6.71%-13.00%-19.77%-25.86%-26.67%-20.77%-70.26%-22.99%$2.90B
Chow Tai Fook Jewellery Group Limited1929.HK
4.8%1.12%7.63%10.80%9.46%8.52%2.96%40.41%113.63%12.58%-7.50%$17.05B
Haier Smart Home Co., Ltd.6690.HK
4.8%0.38%-0.84%0.19%-5.58%-12.86%-20.20%-9.82%-6.22%-12.82%-15.34%$25.12B
Hengan International Group Company Limited1044.HK
4.8%1.23%-4.33%-0.86%-7.19%-18.28%-21.43%12.72%5.13%-30.76%-3.76%$3.37B
Hisense Home Appliances Group Co. Ltd. Class H0921.HK
4.8%-1.92%-8.52%-3.07%-8.67%-8.06%-10.56%-11.19%11.27%171.60%-7.14%$3.80B
JD.com, Inc.JD
4.8%-0.14%-7.99%-2.72%-11.03%2.33%10.70%-26.46%9.47%-52.25%-7.87%$41.23B
Kweichow Moutai Co., Ltd.600519.SHG
4.8%-1.45%-5.15%-1.16%-5.31%-3.83%-10.72%-11.14%-4.66%-18.77%-7.33%$236.58B
Meituan3690.HK
4.8%-0.99%-8.65%-1.96%-8.11%-18.36%4.50%-46.55%-21.36%-56.74%-28.49%$66.94B
NetEase, Inc.NTES
4.8%6.98%0.22%7.21%-3.83%-6.87%11.48%20.46%57.81%61.12%-2.82%$81.83B
Oppein Home Group Inc.603833.SHG
4.8%-1.54%-0.32%4.26%-7.41%-35.94%-42.69%-44.26%-26.01%-77.67%-36.93%$2.89B
PDD Holdings Inc.PDD
4.8%-1.27%-2.34%6.92%-0.20%-22.06%-14.80%-25.77%-36.81%9.00%-30.47%$125.80B
Shanxi Xinghuacun Fen Wine Factory Co.,Ltd.600809.SHG
4.8%-1.65%-3.13%-2.61%-7.97%-29.37%-26.19%-40.77%-30.52%-57.44%-36.79%$21.16B
Trip.com Group LimitedTCOM
4.8%-0.69%-0.19%5.66%-1.91%-35.88%-12.37%-27.48%9.85%69.10%-28.97%$29.95B
Tsingtao Brewery Company Limited0168.HK
4.8%-0.60%-2.81%-5.67%-7.85%-12.91%-19.17%-24.77%2.42%-24.46%-17.03%$9.00B
Want Want China Holdings Limited0151.HK
4.8%1.69%-0.75%-4.07%-2.37%-29.28%-32.81%-32.19%-25.42%-24.86%-40.85%$4.96B
Yum China Holdings, Inc.YUMC
4.8%1.31%4.06%14.10%2.78%3.73%-9.82%-7.06%49.61%-14.32%7.89%$17.29B
Zhejiang Supor Co., Ltd.002032.SHE
4.8%-1.09%-0.87%-3.97%-5.68%-3.40%-6.15%-25.37%-16.54%-13.19%-16.11%$4.87B
Zhongsheng Group Holdings Limited0881.HK
4.8%-1.61%-1.29%8.51%1.32%-60.77%-55.80%-65.78%-45.75%-91.67%-68.14%$1.39B
Theme return-0.46%-2.48%0.04%-4.42%-15.88%-15.52%-15.72%9.84%-11.15%-16.66%
Average4.8%-0.46%-2.48%1.67%-4.50%-15.94%-15.16%-17.19%5.94%-17.42%-18.04%$47.95B
Median4.8%-0.69%-2.34%-0.16%-5.58%-18.28%-14.80%-24.77%1.21%-24.46%-16.11%$17.05B
Std Dev0.0%2.70%4.04%5.67%5.08%18.60%18.00%23.62%37.97%58.30%18.29%$75.99B
Min4.8%-8.59%-8.65%-6.71%-13.00%-60.77%-55.80%-65.78%-45.75%-91.67%-68.14%$1.39B
Max4.8%6.98%7.63%14.10%9.46%25.66%16.04%40.41%113.63%171.60%14.80%$286.04B
% Positive Tickers33.33%19.05%47.62%14.29%19.05%23.81%19.05%52.38%23.81%9.52%

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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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