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Global Defense '26: China Warfare & Defense

10 tickers · $80.12B total market cap

Group: Global Defense

Global Defense '26: China Warfare & Defense tracks 10 publicly listed stocks in this theme: 000547.SHE, 000768.SHE, 002151.SHG, 002179.SHE, 002625.SHE, 600038.SHE, 600150.SHE, 600760.SHG, 600893.SHG, 600967.SHG. See the constituent table for details.

Constituents

Build 20260505T090348

CompanyPrevious Quarter Report DateNext Expected Report DateLast Quarter Earnings Move %Earnings Move %Intra-Quarter Move %Since Last Report %Market capWeight
AVIC Shenyang Aircraft Company Limited600760.SHG
03/31/2026-1.49%-3.52%$19.51B15.0000
AECC Aviation Power Co.,Ltd600893.SHG
04/01/202604/01/20260.00%3.76%29.95%-6.30%$18.06B12.0000
Kuang-Chi Technologies Co., Ltd.002625.SHE
04/27/202604/27/20263.04%-3.02%-14.24%1.04%$12.37B10.0000
AVIC Jonhon Optronic Technology Co.,Ltd.002179.SHE
04/25/202604/25/2026-0.04%0.00%3.01%3.98%$11.34B10.0000
AVIC Xi'an Aircraft Industry Group Company Ltd.000768.SHE
04/29/202604/29/2026-1.55%0.09%-4.74%0.00%$9.57B10.0000
Addsino Co., Ltd.000547.SHE
10/27/20259.06%189.11%$5.76B8.0000
Inner Mongolia First Machinery Group Co.,Ltd.600967.SHG
10/27/20254.20%-25.96%$3.52B10.0000
002151.SHG
5.0000
600038.SHE
5.0000
600150.SHE
15.0000
Average1.89%0.21%24.80%-0.32%$11.45B10.0000
Median0.00%0.05%-3.52%0.52%$11.34B10.0000
Std Dev3.56%2.40%68.94%3.75%$5.46B3.2863
Min-1.55%-3.02%-25.96%-6.30%$3.52B5.0000
Max9.06%3.76%189.11%3.98%$19.51B15.0000
% Positive Tickers42.86%50.00%42.86%50.00%

* 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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