Theme

China '25: Supply Side

20 tickers$382.14B market cap
10D rank#740of 979 themes#12of 17 in China
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As of Aug 6, 2026, 4:25 AM ET

China '25: Supply Side Constituents

China Coal Energy Company Limited1898.HK
5.0%0.10%-4.74%1.66%-2.52%4.42%-19.88%33.33%2.26%$22.46B
China Communications Construction Company Limited1800.HK
5.0%-0.13%1.84%2.92%-1.52%-24.51%-25.42%-18.39%-31.15%$13.14B
China Railway Construction Corporation Limited1186.HK
5.0%0.00%0.00%-1.06%-1.48%-13.71%-16.80%-2.49%-16.39%$12.12B
China Railway Group Limited0390.HK
5.0%2.01%0.14%6.12%-1.52%-7.42%-31.40%7.05%-9.47%$15.90B
China Resources Power Holdings Company Limited0836.HK
5.0%-0.53%-2.18%8.72%-2.69%8.19%0.51%2.56%-0.55%$12.51B
China State Construction International Holdings Limited3311.HK
5.0%-1.57%3.05%15.30%-1.97%-8.18%-9.36%-13.39%-24.32%$5.73B
China Unicom (Hong Kong) Limited0762.HK
5.0%-0.53%-0.38%5.37%-2.16%-15.93%-13.12%-23.41%-29.86%$25.71B
CNOOC Limited0883.HK
5.0%-1.21%-2.72%8.94%-3.78%6.87%-9.69%29.78%26.86%$139.14B
COSCO SHIPPING Holdings Co., Ltd.1919.HK
5.0%-0.26%-2.57%9.94%-3.93%9.24%-0.43%35.56%9.53%$29.95B
Fsilon Furnishing and Construction Materials Corporation605318.SHG
5.0%6.82%-2.68%-21.62%3.53%20.65%-2.26%182.55%182.33%$1.41B
Fufeng Group Limited0546.HK
5.0%0.19%2.18%2.59%-0.58%-35.40%-36.88%-16.36%-40.69%$1.66B
Inner Mongolia Yili Industrial Group Co., Ltd.600887.SHG
5.0%-0.19%-2.07%6.06%-2.55%-4.36%2.86%2.10%1.92%$24.72B
Jiangxi Copper Company Limited0358.HK
5.0%7.76%13.17%25.26%11.37%-8.70%-14.28%204.01%138.66%$16.77B
Orient Overseas (International) Limited0316.HK
5.0%-1.44%-2.50%12.66%-5.81%14.28%-3.77%36.12%7.57%$12.21B
Power Construction Corporation of China, Ltd601669.SHG
5.0%-0.41%1.96%2.99%-1.23%-3.80%-14.38%7.63%-18.82%$12.38B
Qingdao Port International Co., Ltd.6198.HK
5.0%0.36%0.58%7.87%-1.69%0.23%-7.76%10.70%8.89%$7.46B
Qinghai Salt Lake Industry Co.,Ltd000792.SHE
5.0%2.68%6.02%-2.28%3.92%4.41%-24.51%84.19%65.78%$22.18B
Shenzhen Expressway Corporation Limited0548.HK
5.0%-0.07%-0.45%4.52%-1.32%-5.56%-6.77%8.69%-1.68%$2.36B
Shougang Fushan Resources Group Limited0639.HK
5.0%0.21%0.43%6.89%-2.09%-20.76%-30.73%-0.03%-19.94%$1.51B
Yue Yuen Industrial (Holdings) Limited0551.HK
5.0%0.80%0.95%7.30%-2.54%-14.08%-25.83%20.97%13.40%$2.83B
Theme return0.73%0.50%5.90%-1.03%-2.71%-13.19%26.99%9.65%
Average5.0%0.73%0.50%5.51%-1.03%-4.71%-14.49%29.56%13.22%$19.11B
Median5.0%-0.04%0.07%6.09%-1.83%-4.96%-13.70%8.16%0.69%$12.45B
Std Dev0.0%2.40%3.79%8.57%3.55%13.44%11.35%59.67%54.62%$28.85B
Min5.0%-1.57%-4.74%-21.62%-5.81%-35.40%-36.88%-23.41%-40.69%$1.41B
Max5.0%7.76%13.17%25.26%11.37%20.65%2.86%204.01%182.33%$139.14B
% Positive Tickers45.00%50.00%85.00%15.00%40.00%10.00%70.00%50.00%

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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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