Theme

China '25: Supply Side

20 tickers$399.26B market cap
10D rank#320of 1,032 themes#8of 17 in China
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As of Aug 24, 2026, 4:53 AM ET

China '25: Supply Side Constituents

China Coal Energy Company Limited1898.HK
5.0%-0.18%-0.09%2.10%4.48%11.92%-14.13%42.91%35.22%220.55%17.43%$24.09B
China Communications Construction Company Limited1800.HK
5.0%0.14%-2.14%-3.94%-7.11%-28.79%-29.65%-23.02%-19.65%23.53%-37.68%$12.37B
China Railway Construction Corporation Limited1186.HK
5.0%-0.11%-2.18%-3.96%-5.38%-17.13%-20.10%-6.35%-6.32%19.17%-23.50%$11.65B
China Railway Group Limited0390.HK
5.0%1.66%-2.74%-4.93%-6.51%-12.11%-34.87%1.63%-6.73%13.16%-18.80%$15.21B
China Resources Power Holdings Company Limited0836.HK
5.0%1.90%-1.46%-5.20%-5.69%4.86%-2.58%-0.60%-12.33%20.88%1.62%$12.05B
China State Construction International Holdings Limited3311.HK
5.0%-0.65%2.54%3.36%-1.68%-7.90%-9.09%-13.13%-19.08%86.08%-20.09%$5.71B
China Unicom (Hong Kong) Limited0762.HK
5.0%2.02%-8.36%-11.97%-13.54%-25.71%-23.23%-32.32%-4.59%75.16%-42.52%$22.68B
CNOOC Limited0883.HK
5.0%2.11%3.88%6.88%5.71%17.41%-0.79%42.57%37.07%407.34%38.94%$152.71B
COSCO SHIPPING Holdings Co., Ltd.1919.HK
5.0%5.40%16.33%15.43%13.82%29.44%17.97%60.61%102.28%175.26%29.16%$35.42B
Fsilon Furnishing and Construction Materials Corporation605318.SHG
5.0%1.48%-1.40%-1.91%4.35%21.60%-1.49%184.78%428.94%454.87%142.40%$1.42B
Fufeng Group Limited0546.HK
5.0%1.26%1.55%3.87%1.06%-34.33%-35.84%-14.98%30.90%227.57%-42.82%$1.67B
Inner Mongolia Yili Industrial Group Co., Ltd.600887.SHG
5.0%-0.47%-2.35%-5.37%-5.83%-7.59%-0.60%-1.34%16.08%-21.65%-2.22%$23.91B
Jiangxi Copper Company Limited0358.HK
5.0%3.54%-0.53%8.15%6.42%-12.76%-18.09%190.51%199.08%230.21%97.38%$16.51B
Orient Overseas (International) Limited0316.HK
5.0%4.56%18.19%19.47%15.41%40.04%17.92%66.80%94.50%104.60%24.52%$14.89B
Power Construction Corporation of China, Ltd601669.SHG
5.0%-0.43%-3.03%-2.22%-5.28%-7.75%-17.89%3.21%-9.69%-24.48%-21.13%$11.82B
Qingdao Port International Co., Ltd.6198.HK
5.0%0.22%0.94%0.14%-2.11%-0.20%-8.15%10.22%29.57%133.93%8.91%$7.39B
Qinghai Salt Lake Industry Co.,Ltd000792.SHE
5.0%3.15%0.79%8.10%5.95%6.46%-23.03%87.79%124.68%-36.51%58.87%$22.68B
Shenzhen Expressway Corporation Limited0548.HK
5.0%-1.56%1.45%-1.41%-2.28%-6.48%-7.67%7.64%-11.89%20.00%-4.76%$2.33B
Shougang Fushan Resources Group Limited0639.HK
5.0%3.00%5.80%25.32%22.18%-1.12%-13.56%24.75%25.26%114.78%5.43%$1.90B
Yue Yuen Industrial (Holdings) Limited0551.HK
5.0%0.73%-0.22%1.31%-2.19%-13.77%-25.57%21.41%18.61%28.27%4.24%$2.84B
Theme return1.39%1.35%3.72%1.02%-0.70%-11.39%29.61%43.31%128.12%7.58%
Average5.0%1.39%1.35%2.66%1.09%-2.20%-12.52%32.65%52.60%113.64%10.77%$19.96B
Median5.0%1.37%-0.15%0.73%-1.89%-7.03%-13.84%8.93%21.93%80.62%2.93%$12.21B
Std Dev0.0%1.81%6.03%8.93%8.55%18.75%14.60%59.95%102.51%133.97%45.36%$31.78B
Min5.0%-1.56%-8.36%-11.97%-13.54%-34.33%-35.84%-32.32%-19.65%-36.51%-42.82%$1.42B
Max5.0%5.40%18.19%25.32%22.18%40.04%17.97%190.51%428.94%454.87%142.40%$152.71B
% Positive Tickers70.00%45.00%55.00%45.00%35.00%10.00%65.00%60.00%85.00%55.00%

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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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