Theme
China '25: Demand Side☆

002032.SHE-11.20%4.8%

0151.HK-48.92%4.8%

0168.HK-25.33%4.8%

0881.HK-83.10%4.8%

0921.HK-13.51%4.8%

1044.HK-23.80%4.8%

1880.HK-29.05%4.8%

1929.HK-29.05%4.8%

2319.HK+17.41%4.8%

3690.HK-34.20%4.8%

600132.SHG-24.68%4.8%

600519.SHG-7.49%4.8%

600809.SHG-36.76%4.8%

603833.SHG-37.29%4.8%

6690.HK-21.24%4.8%

BABA-44.12%4.8%

JD-28.36%4.8%

NTES-23.69%4.8%

PDD-44.18%4.8%

TCOM-48.62%4.8%

YUMC-1.83%4.8%
As of Oct 2, 2026, 9:55 PM ET
China '25: Demand Side Constituents
Alibaba Group Holding LimitedBABA | 4.8% | -1.49% | -9.04% | -5.38% | -1.54% | -27.82% | -26.58% | -18.48% | -44.12% | -6.19% | -24.98% | $253.71B |
China Mengniu Dairy Company Limited2319.HK | 4.8% | -1.46% | -0.61% | -1.89% | -1.46% | 17.33% | 8.35% | -8.04% | 17.41% | -8.44% | -61.60% | $8.66B |
China Tourism Group Duty Free Corporation Limited1880.HK | 4.8% | -1.97% | -1.89% | -4.90% | -1.97% | -42.32% | -42.04% | -5.65% | -29.05% | -35.19% | -69.48% | $14.55B |
Chongqing Brewery Co., Ltd.600132.SHG | 4.8% | 0.00% | -0.48% | -2.43% | 0.00% | -24.09% | -29.85% | -30.62% | -24.68% | -43.24% | -70.94% | $2.75B |
Chow Tai Fook Jewellery Group Limited1929.HK | 4.8% | -0.91% | -1.41% | -13.64% | -0.91% | -13.00% | -17.46% | 12.56% | -29.05% | 36.70% | -12.86% | $13.65B |
Haier Smart Home Co., Ltd.6690.HK | 4.8% | -0.79% | 0.86% | -3.78% | -0.79% | -18.05% | -24.95% | -15.18% | -21.24% | -36.34% | -16.56% | $23.60B |
Hengan International Group Company Limited1044.HK | 4.8% | -0.81% | -2.74% | -7.11% | -0.81% | -30.68% | -33.36% | -4.40% | -23.80% | -24.12% | -42.14% | $2.86B |
Hisense Home Appliances Group Co. Ltd. Class H0921.HK | 4.8% | -1.56% | -2.33% | -0.42% | -1.56% | -8.44% | -10.94% | -11.57% | -13.51% | -31.62% | 194.77% | $3.78B |
JD.com, Inc.JD | 4.8% | -2.24% | -5.86% | -7.38% | -2.26% | -10.19% | -2.85% | -35.46% | -28.36% | -42.20% | -60.65% | $36.19B |
Kweichow Moutai Co., Ltd.600519.SHG | 4.8% | 0.00% | 0.30% | -2.79% | 0.00% | -4.70% | -11.53% | -11.94% | -7.49% | -24.64% | -31.27% | $234.49B |
Meituan3690.HK | 4.8% | -2.09% | -4.14% | -10.90% | -2.09% | -32.60% | -13.74% | -55.88% | -34.20% | -66.12% | -71.77% | $55.22B |
NetEase, Inc.NTES | 4.8% | -2.82% | -1.54% | -1.73% | -3.05% | -15.03% | 1.71% | 9.90% | -23.69% | 16.11% | 49.08% | $74.83B |
Oppein Home Group Inc.603833.SHG | 4.8% | 0.00% | 6.44% | 1.96% | 0.00% | -36.96% | -43.61% | -45.15% | -37.29% | -47.26% | -76.11% | $2.84B |
PDD Holdings Inc.PDD | 4.8% | -1.46% | -6.05% | -8.22% | -1.32% | -33.42% | -27.22% | -36.60% | -44.18% | -50.61% | -14.49% | $107.30B |
Shanxi Xinghuacun Fen Wine Factory Co.,Ltd.600809.SHG | 4.8% | 0.00% | 2.03% | -2.06% | 0.00% | -29.79% | -26.63% | -41.13% | -36.76% | -44.72% | -63.95% | $21.03B |
Trip.com Group LimitedTCOM | 4.8% | -1.73% | -5.45% | -11.47% | -0.35% | -46.29% | -26.60% | -39.25% | -48.62% | -40.78% | 23.47% | $24.74B |
Tsingtao Brewery Company Limited0168.HK | 4.8% | -1.85% | -0.30% | -1.94% | -1.85% | -20.33% | -26.06% | -31.18% | -25.33% | -38.47% | -26.26% | $8.22B |
Want Want China Holdings Limited0151.HK | 4.8% | -2.49% | -0.41% | -9.00% | -2.49% | -41.20% | -44.14% | -43.62% | -48.92% | -50.70% | -45.19% | $4.12B |
Yum China Holdings, Inc.YUMC | 4.8% | -2.39% | 1.05% | -6.11% | 2.58% | -11.99% | -23.48% | -21.14% | -1.83% | -18.53% | -28.90% | $13.96B |
Zhejiang Supor Co., Ltd.002032.SHE | 4.8% | 0.00% | 1.57% | 1.25% | 0.00% | -5.49% | -8.18% | -26.98% | -11.20% | -28.55% | -2.69% | $4.77B |
Zhongsheng Group Holdings Limited0881.HK | 4.8% | -4.26% | -11.97% | -31.28% | -4.26% | -77.92% | -75.12% | -80.74% | -83.10% | -80.89% | -95.13% | $779.8M |
| Theme return | — | -1.44% | -2.00% | -6.45% | -1.35% | -25.50% | -25.18% | -25.37% | -29.77% | -31.43% | -24.22% | — |
| Average | 4.8% | -1.44% | -2.00% | -6.15% | -1.15% | -24.43% | -24.01% | -25.74% | -28.52% | -31.70% | -26.08% | $43.43B |
| Median | 4.8% | -1.49% | -1.41% | -4.90% | -1.32% | -24.09% | -26.06% | -26.98% | -28.36% | -36.34% | -31.27% | $13.96B |
| Std Dev | 0.0% | 1.09% | 3.97% | 6.94% | 1.38% | 19.16% | 17.95% | 21.61% | 19.97% | 25.44% | 60.01% | $70.25B |
| Min | 4.8% | -4.26% | -11.97% | -31.28% | -4.26% | -77.92% | -75.12% | -80.74% | -83.10% | -80.89% | -95.13% | $779.8M |
| Max | 4.8% | 0.00% | 6.44% | 1.96% | 2.58% | 17.33% | 8.35% | 12.56% | 17.41% | 36.70% | 194.77% | $253.71B |
| % Positive Tickers | 0.00% | 28.57% | 9.52% | 4.76% | 4.76% | 9.52% | 9.52% | 4.76% | 9.52% | 14.29% |