Theme
China '25: Supply Side☆

000792.SHE+21.30%5.0%

0316.HK+13.38%5.0%

0358.HK+4.72%5.0%

0390.HK-18.33%5.0%

0546.HK-50.64%5.0%

0548.HK-13.72%5.0%

0551.HK-9.50%5.0%

0639.HK-1.90%5.0%

0762.HK-39.89%5.0%

0836.HK+8.13%5.0%

0883.HK+23.22%5.0%

1186.HK-21.23%5.0%

1800.HK-35.98%5.0%

1898.HK+8.34%5.0%

1919.HK+38.18%5.0%

3311.HK-12.55%5.0%

600887.SHG+6.21%5.0%

601669.SHG-13.08%5.0%

605318.SHG+78.56%5.0%

6198.HK+5.20%5.0%
As of Oct 2, 2026, 9:55 PM ET
China '25: Supply Side Constituents
China Coal Energy Company Limited1898.HK | 5.0% | -1.74% | -4.82% | -11.40% | -1.74% | 1.67% | -21.99% | 29.82% | 8.34% | 4.98% | 119.23% | $21.87B |
China Communications Construction Company Limited1800.HK | 5.0% | -1.93% | -2.84% | -6.95% | -1.93% | -35.73% | -36.50% | -30.52% | -35.98% | -30.69% | 0.33% | $11.16B |
China Railway Construction Corporation Limited1186.HK | 5.0% | -1.15% | -1.98% | -2.98% | -1.15% | -20.49% | -23.34% | -10.15% | -21.23% | -19.61% | 7.78% | $11.16B |
China Railway Group Limited0390.HK | 5.0% | -0.78% | -0.40% | -4.81% | -0.78% | -16.83% | -38.38% | -3.83% | -18.33% | -21.85% | -0.34% | $14.38B |
China Resources Power Holdings Company Limited0836.HK | 5.0% | -1.62% | 2.86% | 4.35% | -1.62% | 11.70% | 3.78% | 5.89% | 8.13% | -3.52% | 4.10% | $12.83B |
China State Construction International Holdings Limited3311.HK | 5.0% | -2.81% | 2.62% | 3.54% | -2.81% | -5.94% | -7.15% | -11.27% | -12.55% | -19.37% | 57.42% | $5.82B |
China Unicom (Hong Kong) Limited0762.HK | 5.0% | -0.55% | -5.20% | -2.65% | -0.55% | -30.67% | -28.35% | -36.84% | -39.89% | -17.21% | 76.30% | $21.15B |
CNOOC Limited0883.HK | 5.0% | -1.84% | -0.72% | -6.04% | -1.84% | 9.61% | -7.37% | 33.11% | 23.22% | 19.71% | 307.14% | $142.47B |
COSCO SHIPPING Holdings Co., Ltd.1919.HK | 5.0% | 1.03% | 0.96% | -0.46% | 1.03% | 20.51% | 9.83% | 49.53% | 38.18% | 49.51% | 208.35% | $32.95B |
Fsilon Furnishing and Construction Materials Corporation605318.SHG | 5.0% | 0.00% | -10.25% | -9.82% | 0.00% | 12.47% | -8.88% | 163.40% | 78.56% | 317.54% | 435.77% | $1.32B |
Fufeng Group Limited0546.HK | 5.0% | -0.80% | -2.07% | -4.55% | -0.80% | -45.46% | -46.71% | -29.38% | -50.64% | -7.45% | 123.66% | $1.39B |
Inner Mongolia Yili Industrial Group Co., Ltd.600887.SHG | 5.0% | 0.00% | 1.89% | 2.97% | 0.00% | -0.46% | 7.06% | 6.27% | 6.21% | -1.71% | -25.98% | $25.76B |
Jiangxi Copper Company Limited0358.HK | 5.0% | -0.43% | -4.53% | -10.14% | -0.43% | -23.65% | -28.32% | 154.23% | 4.72% | 123.24% | 183.37% | $14.43B |
Orient Overseas (International) Limited0316.HK | 5.0% | 0.07% | -1.01% | -3.47% | 0.07% | 13.83% | -4.15% | 35.58% | 13.38% | 39.77% | 112.17% | $12.09B |
Power Construction Corporation of China, Ltd601669.SHG | 5.0% | 0.00% | -0.95% | -0.65% | 0.00% | -8.35% | -18.43% | 2.54% | -13.08% | -15.19% | -46.32% | $11.74B |
Qingdao Port International Co., Ltd.6198.HK | 5.0% | -0.99% | -0.18% | 4.46% | -0.99% | 7.92% | -0.68% | 19.19% | 5.20% | 35.70% | 144.32% | $7.99B |
Qinghai Salt Lake Industry Co.,Ltd000792.SHE | 5.0% | 0.00% | -4.27% | -11.35% | 0.00% | -11.75% | -36.20% | 55.67% | 21.30% | 34.39% | -23.44% | $18.81B |
Shenzhen Expressway Corporation Limited0548.HK | 5.0% | -3.14% | -3.92% | -4.43% | -3.14% | -11.02% | -12.16% | 2.41% | -13.72% | -8.08% | 8.14% | $2.22B |
Shougang Fushan Resources Group Limited0639.HK | 5.0% | -0.73% | -0.77% | -7.97% | -0.73% | -7.59% | -19.22% | 16.58% | -1.90% | -0.19% | 90.44% | $1.77B |
Yue Yuen Industrial (Holdings) Limited0551.HK | 5.0% | -3.10% | -1.82% | -9.26% | -3.10% | -24.13% | -34.50% | 6.83% | -9.50% | -5.51% | 7.31% | $2.50B |
| Theme return | — | -1.03% | -1.87% | -3.98% | -1.02% | -6.66% | -16.71% | 21.84% | 0.18% | 19.76% | 99.31% | — |
| Average | 5.0% | -1.03% | -1.87% | -4.08% | -1.03% | -8.22% | -17.58% | 22.95% | -0.48% | 23.72% | 89.49% | $18.69B |
| Median | 5.0% | -0.79% | -1.41% | -4.49% | -0.79% | -7.97% | -18.82% | 6.55% | 1.41% | -2.61% | 66.86% | $11.92B |
| Std Dev | 0.0% | 1.11% | 3.02% | 5.06% | 1.11% | 17.70% | 16.06% | 51.44% | 28.17% | 75.68% | 119.35% | $29.64B |
| Min | 5.0% | -3.14% | -10.25% | -11.40% | -3.14% | -45.46% | -46.71% | -36.84% | -50.64% | -30.69% | -46.32% | $1.32B |
| Max | 5.0% | 1.03% | 2.86% | 4.46% | 1.03% | 20.51% | 9.83% | 163.40% | 78.56% | 317.54% | 435.77% | $142.47B |
| % Positive Tickers | 10.00% | 20.00% | 20.00% | 10.00% | 35.00% | 15.00% | 70.00% | 50.00% | 40.00% | 80.00% |