Biology of Business

CSI300

33 companies

Agricultural Bank of China

Banking

Channels deposits from coastal cities into rural lending, financing irrigation systems and farm equipment across interior provinces, bridging capital...

csi300, sse50 +1

Bank of China Limited

Banking & Finance

Bank of China is one of China's oldest and most internationalized banks, with extensive overseas operations. The company provides commercial banking,...

csi300

BOE Technology Group

Display Technology

BOE is the world's largest manufacturer of LCD and OLED display panels, supplying screens for smartphones, tablets, monitors, and televisions to Apple...

csi300

BYD Company

Automotive

BYD is a global leader in electric vehicles and rechargeable batteries, pioneering the transition to sustainable transportation with vertically integr...

hangseng, csi300

China Construction Bank

Banking

RMB40.29 trillion in total assets (5.14% growth) and RMB24.63 trillion in loans (6.7% growth) position China Construction Bank as the world's third-la...

hangseng, csi300

China Life Insurance

Insurance

China Life insures a nation like herd immunity protecting populations - state-owned giant spreading life insurance and annuity coverage across 1.4 bil...

csi300, sse50 +1

China Mengniu Dairy

Food & Beverage

Mengniu processes milk like ant colonies farming aphids - dairy operations integrated from pasture to retail, extracting nutrition from grasslands thr...

csi300, hsi

China Merchants Bank

Banking

CNY900 billion total sales and CNY300 billion revenue in 2023 (12% growth) crown China Merchants Bank as the dominant retail-focused joint-stock comme...

csi300, hangseng

China National Offshore Oil Corporation (CNOOC)

Oil & Gas

Offshore specialization creates competitive moats through technical barriers analogous to deep-sea organisms evolving pressure tolerance—capabilities...

csi300, sse50 +1

China Petroleum & Chemical Corporation (Sinopec)

Oil & Gas

Sinopec refines crude into products like digestive systems - integrated from exploration to gas stations, converting raw petroleum into fuels that pow...

csi300

China Telecom Corporation

Telecommunications

China Telecom connects a nation like mycorrhizal networks underground - state-owned telecom infrastructure linking 390 million subscribers, providing...

csi300, sse50 +1

China United Network Communications (China Unicom)

Telecommunications

China Unicom operates as state telecom infrastructure - mobile and fixed networks serving 310 million users, government-controlled pipes carrying data...

csi300, sse50 +1

China Vanke

Real Estate

China Vanke builds residential developments like termites constructing mounds - systematic property development across Chinese cities, creating housin...

csi300, hsi

China Yangtze Power

Hydroelectric Power

China Yangtze Power is the world's largest hydropower company, operating the Three Gorges Dam and representing one of the largest sources of carbon-fr...

csi300

CITIC Group

Conglomerate & Financial Services

Chinese state conglomerate with tentacles in finance, resources, manufacturing, real estate—each division a specialized polyp. State backing acts as b...

csi300, sse50 +1

Contemporary Amperex Technology (CATL)

Battery Technology

CATL is the world's largest manufacturer of lithium-ion batteries for electric vehicles and energy storage systems, supplying Tesla, BMW, Volkswagen,...

csi300

Contemporary Amperex Technology Co. Limited (CATL)

Batteries & Energy Storage

Energy storage at scale follows the same optimization constraints that govern ATP synthesis in mitochondria: maximize energy density per unit mass whi...

csi300

CRRC Corporation

Railway Equipment

CRRC is the world's largest manufacturer of railway rolling stock, producing high-speed trains, metro vehicles, locomotives, and freight cars, dominat...

csi300

Dahua Technology

Security & Surveillance

Dahua's surveillance cameras watch cities like compound eyes scanning for movement. Its AI detection systems filter visual noise, tracking faces and l...

csi300

Dongfeng Motor Corporation

Automotive

Dongfeng assembles Chinese vehicles through state partnership. Its factories produce sedans, SUVs, and trucks for domestic markets, joint ventures wit...

csi300

FAW Group Corporation

Automotive

Manufactures vehicles through assembly lines where components converge into finished products, resembling embryonic development where differentiated t...

csi300

Great Wall Motors

Automotive

Niche specialization in SUVs and pickup trucks creates competitive moats through accumulated domain expertise analogous to koalas evolving digestive s...

csi300, hsi

Gree Electric Appliances

Home Appliances

Gree Electric is the world's largest manufacturer of residential air conditioners, dominating the Chinese market with vertical integration and manufac...

csi300

Hangzhou Hikvision Digital Technology

Security & Surveillance

Hikvision is the world's largest manufacturer of video surveillance equipment, providing AI-powered security solutions and smart city infrastructure.

csi300

Industrial and Commercial Bank of China

Banking

ICBC is the world's largest bank by total assets, offering a full range of financial products and services to corporate and retail customers across Ch...

hangseng, csi300

Industrial and Commercial Bank of China (ICBC)

Banking & Finance

$6.7 trillion in assets (2024)—the world's largest bank for thirteen consecutive years—establishes ICBC as the blue whale of finance: massive, dominan...

csi300

Kweichow Moutai

Beverages

Kweichow Moutai is China's largest and most prestigious liquor producer, specializing in baijiu, considered a luxury status symbol and one of the most...

csi300

LONGi Green Energy Technology

Solar Energy

LONGi is the world's largest manufacturer of monocrystalline silicon wafers and modules for solar photovoltaic systems, driving down solar panel costs...

csi300

Midea Group

Home Appliances

Midea Group is one of the world's largest home appliance manufacturers, producing air conditioners, refrigerators, washing machines, and owning brands...

csi300, sse50

NIO Inc.

Automotive & Electric Vehicles

NIO is a premium electric vehicle manufacturer often called the 'Tesla of China,' known for innovative battery swap technology and smart EVs. The comp...

csi300, nyse

Ping An Insurance

Insurance & Financial Services

RMB12 trillion in total assets and RMB913.8 billion revenue (2023) position Ping An as China's most valuable insurance brand for six consecutive years...

csi300, sse50 +2

SAIC Motor Corporation

Automotive

Joint venture dependence creates obligate mutualism vulnerability: SAIC's 2024 wholesale volume fell 20.07% to 4.01 million vehicles as partnerships w...

csi300

SF Holding

Logistics & Delivery

SF Holding is China's leading express delivery and logistics company, known for premium service quality with integrated air cargo, ground transportati...

csi300