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China '26: Anti-Involution

6 tickers · $548.97B total market cap

Group: China

China '26: Anti-Involution tracks 6 publicly listed stocks in this theme: 1211.HK, 3750.HK, 6936.HK, DQ, XPEV, ZTO. See the constituent table for details.

Constituents

Build 20260520T081747

CompanyPrevious Quarter Report DateNext Expected Report DateLast Quarter Earnings Move %Earnings Move %Intra-Quarter Move %Since Last Report %Market capWeight
Contemporary Amperex Technology Co., Limited3750.HK
04/15/2026 (BMO)04/15/2026 (BMO)7.21%8.34%19.09%-7.70%$379.92B16.6667
BYD Company Limited1211.HK
04/28/2026 (BMO)04/28/2026 (BMO)3.62%2.17%-0.55%-13.23%$108.94B16.6667
S.F. Holding Co., Ltd.6936.HK
04/28/2026 (BMO)04/28/2026 (BMO)4.12%-0.06%1.59%-7.31%$25.98B16.6667
ZTO Express (Cayman) Inc.ZTO
03/17/2026 (AMC)6.49%-7.68%$18.78B16.6667
XPeng Inc.XPEV
03/20/2026 (BMO)05/28/2026 (BMO)-8.36%-14.87%$14.19B16.6667
Daqo New Energy Corp.DQ
04/29/2026 (BMO)04/29/2026 (BMO)-3.90%-12.44%-9.00%-11.08%$1.16B16.6667
Average1.53%-0.50%-1.90%-9.83%$91.49B16.6667
Median3.87%1.06%-4.12%-9.39%$22.38B16.6667
Std Dev5.70%7.55%10.85%2.45%$133.67B0.0%
Min-8.36%-12.44%-14.87%-13.23%$1.16B16.6667
Max7.21%8.34%19.09%-7.31%$379.92B16.6667
% Positive Tickers66.67%50.00%33.33%0.00%

* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.

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