Theme

China '25: Supply Side

20 tickers$357.76B market cap
10D rank#556of 943 themes#15of 17 in China
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As of Jul 10, 2026, 7:11 AM ET

China '25: Supply Side Constituents

CompanyWgtPremarket %1D %10D %MTD %YTD %IranWar %LibDay %1Yr %Mkt Cap
CNOOC Limited0883.HK
5.0%0.09%0.09%3.50%7.37%1.73%-14.04%23.53%23.52%$132.21B
COSCO SHIPPING Holdings Co., Ltd.1919.HK
5.0%0.07%-0.29%6.18%7.08%0.45%-8.44%24.65%6.52%$27.47B
China Unicom (Hong Kong) Limited0762.HK
5.0%0.79%-0.16%0.08%4.01%-18.74%-16.03%-25.97%-27.81%$24.79B
Inner Mongolia Yili Industrial Group Co., Ltd.600887.SHG
5.0%0.12%-1.33%1.10%2.22%-10.56%-3.80%-4.51%-5.13%$23.14B
China Coal Energy Company Limited1898.HK
5.0%-0.70%-1.38%-0.71%1.50%0.00%-23.27%27.69%7.19%$21.51B
Qinghai Salt Lake Industry Co.,Ltd000792.SHE
5.0%-2.64%-1.52%-11.95%-14.43%-4.63%-31.05%68.24%57.70%$20.32B
China Railway Group Limited0390.HK
5.0%2.43%0.00%-1.12%-0.53%-14.25%-36.46%-0.85%-13.06%$14.83B
Jiangxi Copper Company Limited0358.HK
5.0%3.65%1.89%-4.91%-2.51%-29.76%-34.05%133.90%102.86%$13.28B
China Communications Construction Company Limited1800.HK
5.0%0.26%-1.30%3.07%3.35%-26.21%-27.09%-20.22%-28.91%$12.81B
China Railway Construction Corporation Limited1186.HK
5.0%1.27%-0.84%2.47%3.14%-12.90%-16.02%-1.57%-12.98%$12.23B
Power Construction Corporation of China, Ltd601669.SHG
5.0%1.21%-0.29%-3.67%-3.47%-8.85%-18.87%1.98%-3.14%$11.68B
China Resources Power Holdings Company Limited0836.HK
5.0%0.40%-0.23%-0.04%2.86%0.05%-7.05%-5.16%-7.56%$11.49B
Orient Overseas (International) Limited0316.HK
5.0%1.34%0.08%3.67%4.26%0.81%-15.12%20.07%-0.71%$10.71B
Qingdao Port International Co., Ltd.6198.HK
5.0%-1.56%-1.69%-1.31%1.83%-8.02%-15.34%1.59%2.75%$6.81B
China State Construction International Holdings Limited3311.HK
5.0%0.82%-2.41%3.49%4.67%-20.63%-21.65%-25.13%-34.30%$4.91B
Yue Yuen Industrial (Holdings) Limited0551.HK
5.0%0.15%1.72%3.67%6.21%-19.12%-30.18%13.88%15.49%$2.66B
Shenzhen Expressway Corporation Limited0548.HK
5.0%-1.70%-1.07%3.82%1.33%-8.87%-10.03%4.89%-4.42%$2.27B
Fsilon Furnishing and Construction Materials Corporation605318.SHG
5.0%-1.01%2.29%-26.87%-16.54%44.86%17.35%239.24%264.20%$1.70B
Fufeng Group Limited0546.HK
5.0%-0.83%-3.02%0.29%1.98%-39.49%-40.88%-21.66%-25.60%$1.54B
Shougang Fushan Resources Group Limited0639.HK
5.0%-0.46%-0.46%-0.84%0.08%-26.80%-36.01%-7.64%-15.59%$1.40B
Theme return0.19%-0.50%-1.00%0.81%-8.89%-18.71%18.91%9.65%
Average5.0%0.19%-0.50%-1.00%0.72%-10.05%-19.40%22.35%15.05%$17.89B
Median5.0%0.14%-0.37%0.19%2.10%-9.71%-17.45%1.79%-3.78%$11.95B
Std Dev0.0%1.41%1.32%7.10%6.06%16.90%13.44%61.11%64.89%$27.43B
Min5.0%-2.64%-3.02%-26.87%-16.54%-39.49%-40.88%-25.97%-34.30%$1.40B
Max5.0%3.65%2.29%6.18%7.37%44.86%17.35%239.24%264.20%$132.21B
% Positive Tickers65.00%25.00%55.00%75.00%25.00%5.00%55.00%40.00%

About this theme

China '25: Supply Side tracks 20 publicly listed stocks in this theme. Sample tickers: 000792.SHE, 0316.HK, 0358.HK, 0390.HK, 0546.HK, 0548.HK, 0551.HK, 0639.HK, 0762.HK, 0836.HK, 0883.HK, 1186.HK, and 8 more. Use the table below for the full list.

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