Theme
China '25: Demand Side☆

002032.SHE-7.24%4.8%

0151.HK-48.43%4.8%

0168.HK-25.54%4.8%

0881.HK-83.16%4.8%

0921.HK-12.31%4.8%

1044.HK-27.42%4.8%

1880.HK-27.30%4.8%

1929.HK-28.46%4.8%

2319.HK+19.20%4.8%

3690.HK-33.57%4.8%

600132.SHG-24.17%4.8%

600519.SHG-7.08%4.8%

600809.SHG-35.73%4.8%

603833.SHG-38.78%4.8%

6690.HK-21.39%4.8%

BABA-39.14%4.8%

JD-20.78%4.8%

NTES-21.13%4.8%

PDD-40.37%4.8%

TCOM-46.62%4.8%

YUMC-1.53%4.8%
As of Oct 9, 2026, 4:27 AM ET
China '25: Demand Side Constituents
Alibaba Group Holding LimitedBABA | 4.8% | -1.21% | -2.81% | -3.38% | -1.63% | -27.89% | -26.65% | -18.56% | -39.14% | -3.63% | -33.12% | $253.35B |
China Mengniu Dairy Company Limited2319.HK | 4.8% | 1.45% | -2.58% | -3.62% | -1.65% | 17.12% | 8.15% | -8.20% | 19.20% | 0.55% | -59.53% | $8.64B |
China Tourism Group Duty Free Corporation Limited1880.HK | 4.8% | -1.01% | -1.65% | -8.16% | -4.04% | -43.53% | -43.26% | -7.63% | -27.30% | -28.91% | -70.12% | $14.25B |
Chongqing Brewery Co., Ltd.600132.SHG | 4.8% | 0.63% | 1.88% | -3.59% | 0.64% | -23.59% | -29.40% | -30.16% | -24.17% | -41.97% | -71.86% | $2.76B |
Chow Tai Fook Jewellery Group Limited1929.HK | 4.8% | -1.73% | -1.31% | -11.09% | -1.48% | -13.49% | -17.92% | 11.93% | -28.46% | 52.74% | -18.39% | $13.58B |
Haier Smart Home Co., Ltd.6690.HK | 4.8% | 2.43% | -0.03% | -4.14% | -0.22% | -17.56% | -24.51% | -14.68% | -21.39% | -34.39% | -16.98% | $23.74B |
Hengan International Group Company Limited1044.HK | 4.8% | 0.10% | -2.20% | -9.18% | -1.29% | -31.01% | -33.67% | -4.84% | -27.42% | -21.62% | -44.55% | $2.85B |
Hisense Home Appliances Group Co. Ltd. Class H0921.HK | 4.8% | 1.42% | 0.91% | -4.52% | -1.59% | -8.45% | -10.94% | -11.57% | -12.31% | -22.98% | 192.99% | $3.78B |
JD.com, Inc.JD | 4.8% | -0.44% | 1.13% | -0.33% | 2.05% | -6.24% | 1.43% | -32.62% | -20.78% | -38.19% | -63.41% | $37.78B |
Kweichow Moutai Co., Ltd.600519.SHG | 4.8% | -0.22% | 1.06% | -2.69% | -0.22% | -4.89% | -11.71% | -12.13% | -7.08% | -23.21% | -31.81% | $234.01B |
Meituan3690.HK | 4.8% | -1.07% | -3.51% | -10.85% | -3.23% | -33.38% | -14.73% | -56.39% | -33.57% | -61.84% | -73.12% | $54.58B |
NetEase, Inc.NTES | 4.8% | -0.84% | -1.19% | 3.21% | -0.84% | -13.09% | 4.03% | 12.41% | -21.13% | 27.29% | 32.35% | $76.36B |
Oppein Home Group Inc.603833.SHG | 4.8% | -2.54% | 3.37% | -0.36% | -2.53% | -38.55% | -45.03% | -46.53% | -38.78% | -46.99% | -77.00% | $2.77B |
PDD Holdings Inc.PDD | 4.8% | -0.31% | -0.29% | -0.45% | 2.30% | -30.98% | -24.55% | -34.27% | -40.37% | -45.98% | -18.67% | $111.40B |
Shanxi Xinghuacun Fen Wine Factory Co.,Ltd.600809.SHG | 4.8% | -0.43% | 4.49% | -3.26% | -0.43% | -30.08% | -26.93% | -41.37% | -35.73% | -47.46% | -65.17% | $20.95B |
Trip.com Group LimitedTCOM | 4.8% | -0.34% | -4.86% | -3.14% | -2.06% | -47.21% | -27.86% | -40.30% | -46.62% | -37.96% | 19.88% | $24.66B |
Tsingtao Brewery Company Limited0168.HK | 4.8% | 1.47% | 1.03% | -1.09% | -0.07% | -18.87% | -24.71% | -29.92% | -25.54% | -26.24% | -26.78% | $8.37B |
Want Want China Holdings Limited0151.HK | 4.8% | 0.55% | -2.54% | -5.92% | -3.22% | -41.63% | -44.55% | -44.04% | -48.43% | -46.86% | -44.94% | $4.09B |
Yum China Holdings, Inc.YUMC | 4.8% | 2.78% | 1.65% | -1.88% | 2.00% | -12.48% | -23.91% | -21.58% | -1.53% | -10.98% | -26.79% | $14.59B |
Zhejiang Supor Co., Ltd.002032.SHE | 4.8% | 3.73% | 4.59% | 5.99% | 3.74% | -1.95% | -4.74% | -24.24% | -7.24% | -25.18% | -4.41% | $4.94B |
Zhongsheng Group Holdings Limited0881.HK | 4.8% | -0.81% | -13.02% | -26.51% | -9.47% | -79.12% | -76.47% | -81.78% | -83.16% | -80.07% | -95.26% | $737.4M |
| Theme return | — | 0.17% | -0.76% | -6.51% | -1.06% | -25.27% | -24.96% | -25.14% | -28.53% | -25.80% | -27.57% | — |
| Average | 4.8% | 0.17% | -0.76% | -4.52% | -1.11% | -24.14% | -23.71% | -25.55% | -27.19% | -26.85% | -28.41% | $43.72B |
| Median | 4.8% | -0.31% | -0.29% | -3.38% | -1.29% | -23.59% | -24.55% | -24.24% | -27.30% | -28.91% | -33.12% | $14.25B |
| Std Dev | 0.0% | 1.53% | 3.71% | 6.38% | 2.69% | 19.82% | 18.80% | 21.81% | 20.10% | 28.50% | 58.76% | $70.33B |
| Min | 4.8% | -2.54% | -13.02% | -26.51% | -9.47% | -79.12% | -76.47% | -81.78% | -83.16% | -80.07% | -95.26% | $737.4M |
| Max | 4.8% | 3.73% | 4.59% | 5.99% | 3.74% | 17.12% | 8.15% | 12.41% | 19.20% | 52.74% | 192.99% | $253.35B |
| % Positive Tickers | 42.86% | 42.86% | 9.52% | 23.81% | 4.76% | 14.29% | 9.52% | 4.76% | 14.29% | 14.29% |