Core Viewpoint - The Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series, with changes effective from March 9, 2026, increasing the number of constituent stocks from 88 to 90, including the addition of CATL, Luoyang Molybdenum, and Laopuhuang, while Zhongsheng Group was removed [1]. Group 1: Index Adjustments - The number of constituent stocks in the Hang Seng Index will increase to 90, with CATL, Luoyang Molybdenum, and Laopuhuang being added [1]. - Zhongsheng Group will be removed from the Hang Seng Index [1]. - The Hang Seng China Enterprises Index will maintain 50 constituent stocks, with Beike-W and Horizon Robotics-W added, while China Resources Beer and Mengniu Dairy were removed [3]. Group 2: Market Impact - The total number of constituent stocks in the Hang Seng Composite Index will rise to 532, with over 50 companies including Cygnus H shares and WeRide-W added, and nearly 30 companies such as Yuexiu Property Trust and Shenzhou Holdings removed [5]. - The total assets under management for products tracking the Hang Seng Index series is approximately $117.7 billion as of December 2025 [5]. - The adjustments in index constituents may lead to concentrated passive fund rebalancing, potentially increasing trading volume for related stocks as the effective date approaches [5].

Core Viewpoint - The Hang Seng Index will increase its constituent stocks from 88 to 90, adding three new companies while removing one [1] Group 1: Changes in Hang Seng Index - The new additions to the Hang Seng Index include Contemporary Amperex Technology Co., Ltd. (宁德时代, 03750.HK), Luoyang Molybdenum Co., Ltd. (洛阳钼业, 03993.HK), and Laopuqin Gold (老铺黄金, 06181.HK) [1] - Zhongsheng Group Holdings Limited (中升集团控股有限公司) will be removed from the index [1] Group 2: Implementation Timeline - All changes to the Hang Seng Index will be implemented after the market closes on March 6, 2025, and will take effect on March 9, 2025 [1]

Core Viewpoint - The Hong Kong stock market is undergoing significant adjustments in its major indices, with changes in constituent stocks for the Hang Seng Index and other related indices [2][4][8]. Group 1: Hang Seng Index Adjustments - The Hang Seng Index will increase its constituent stocks from 88 to 90, adding Ningde Times (03750), Luoyang Molybdenum (03993), and Laopu Gold (06181), while removing Zhongsheng Group (00881) [2][4]. - Laopu Gold has shown a strong performance, with a cumulative increase of nearly 20% since the beginning of 2026 [4]. Group 2: Hang Seng China Enterprises Index Changes - The Hang Seng China Enterprises Index will maintain 50 constituent stocks, adding Beike-W (02423) and Horizon Robotics-W (09660), while removing China Resources Beer (00291) and Mengniu Dairy (02319) [6]. Group 3: Hang Seng Composite Index Changes - The Hang Seng Composite Index will add 53 stocks, including East Asia Bank (00023), and remove 28 stocks, increasing its total from 507 to 532 [8]. - The Hang Seng Technology Index will remain unchanged at 30 constituent stocks [8]. Group 4: Market Performance Analysis - Since the beginning of 2026, the Hang Seng Index has risen by 3.65%, while the Hang Seng Technology Index has decreased by 2.82% [10]. - In 2025, both indices saw increases, with the Hang Seng Index up by 27.77% and the Hang Seng Technology Index up by 23.45% [10]. - Among the 88 constituent stocks of the Hang Seng Index, 69 have risen, 18 have fallen, and 1 has remained flat since the end of 2025 [10]. Group 5: Notable Stock Performances - The top performers since the beginning of 2026 include New World Development (41.18%), Techtronic Industries (31.92%), and Pop Mart (31.81%) [11]. - Conversely, the worst performers include Trip.com (-24.22%), Meituan (-20.47%), and NetEase (-13.47%) [11].

Group 1 - The recent decline in the Hong Kong and A-share markets for non-ferrous metals and gold is attributed to multiple factors, including a significant drop in international gold prices and pressure on copper and other industrial metal prices [3] - Major companies in the sector, such as China Nonferrous Mining (01258.HK) and Zijin Mining (02899.HK), experienced substantial declines, with some stocks falling over 8% [2] - The downturn is also linked to the spillover effects from a sharp decline in the US stock market, driven by concerns over high valuations in the artificial intelligence sector, leading to widespread risk selling [3] Group 2 - Analysts are divided on the outlook for the non-ferrous and gold sectors, with some expressing optimism about a potential recovery, while others caution against valuation bubbles and speculative risks [4][5] - Optimistic views suggest that metal assets may continue to experience a period of consolidation, with a focus on upcoming US CPI data to gauge inflation persistence and adjust Federal Reserve policy expectations [4] - Conversely, cautious analysts warn that copper prices are overvalued and driven largely by speculation, indicating a potential cooling in the market as funds withdraw [5]

Group 1 - Luoyang Molybdenum and Laopu Gold will be added to the Hong Kong Hang Seng Index [1]

Group 1: Hang Seng Index Changes - CATL (宁德时代, 03750), Luoyang Molybdenum (洛阳钼业, 03993), and Laopu Gold (老铺黄金, 06181) will be included in the Hang Seng Index, increasing the number of constituent stocks from 88 to 90 [1][2]. Group 2: Hang Seng China Enterprises Index Changes - Beike-W (贝壳-W, 02423) and Horizon Robotics-W (地平线机器人-W, 09660) will be added to the Hang Seng China Enterprises Index, while China Resources Beer (华润啤酒, 00291) will be removed, maintaining a total of 50 constituent stocks [4][5]. Group 3: Hang Seng Composite Index Changes - East Asia Bank (东亚银行, 00023) and Guofu Quantum (国富量子, 00290) will be added to the Hang Seng Composite Index, increasing the number of constituent stocks from 507 to 532 [8][9].

洛阳钼业和老铺黄金将加入香港恒生指数。 ...

股价与资金表现 2025年公司股价累计上涨212%，市值一度突破5000亿元，高位积累了较多获利盘。尽管业绩超预期， 部分资金选择兑现收益。2月13日主力资金净流出14.10亿元，而散户资金净流入12.48亿元，显示资金态 度分化。融资余额处于高位（截至2月12日为49.01亿元），杠杆资金波动加剧了股价震荡。 行业板块情况 当日有色金属板块整体下跌3.36%，工业金属板块下跌3.82%，行业情绪偏弱对个股形成拖累。尽管钨 价近期大幅上涨（如仲钨酸铵价格突破100万元/吨），但市场对金属价格持续性的担忧可能影响短期情 绪。 近期事件 公司近期公告为子公司提供总额不超过93亿元的担保，截至公告日对外担保占净资产比例达41.64%， 部分投资者可能关注其潜在风险。 经济观察网 洛阳钼业（603993）在2025年业绩创纪录、净利润首次突破200亿元的利好背景下，于2026 年2月13日出现股价下跌，主要受以下因素综合影响： 股票近期走势 2月13日股价下跌5.09%，换手率1.60%，成交额62.35亿元，显示短期抛压集中释放。 未来发展 公司"铜+黄金"双轮驱动战略明确，2026年铜产量指引76万–82万吨，新 ...

Group 1 - The core viewpoint of the article highlights a decline in the performance of the non-ferrous metal mining ETF, with a 2.35% drop in opening price to 2.281 yuan on February 13 [1] - Major holdings within the non-ferrous mining ETF experienced significant declines, including Zijin Mining down 3.75%, Luoyang Molybdenum down 2.85%, and Huayou Cobalt down 3.42% [1] - The ETF's performance benchmark is the CSI Non-ferrous Metals Mining Theme Index, managed by China Merchants Fund Management Co., with a return of 133.39% since its establishment on June 21, 2023, and a 7.86% return over the past month [1]

2月13日，洛阳钼业跌5.01%，截至发稿，报22.00元/股，成交43.35亿元，换手率1.11%，总市值4706.75 亿元。 资料显示，洛阳栾川钼业集团股份有限公司位于河南省洛阳市栾川县城东新区画眉山路伊河以北，成立 日期1999年12月22日，上市日期2012年10月9日，公司主营业务涉及主要从事钼、钨及黄金等稀贵金属 的开采、选冶、深加工、贸易、科研等。生产所需原辅材料、机械设备、仪器仪表、零配件的进口(上 述进出口项目凭资格证书经营)。金属贸易。主营业务收入构成为：精炼金属产品贸易48.56%，精矿产 品贸易38.31%，铜27.14%，钴6.04%，钼3.12%，磷2.23%，铌1.88%，钨1.17%，其他(补充)0.11%。 从基金十大重仓股角度 数据显示，山证资管旗下1只基金重仓洛阳钼业。山证资管精选行业混合发起式A（018750）四季度持 有股数3.21万股，占基金净值比例为5.69%，位居第三大重仓股。根据测算，今日浮亏损失约3.72万 元。 山证资管精选行业混合发起式A（018750）基金经理为庄波。 截至发稿，庄波累计任职时间10年334天，现任基金资产总规模1128.12万元，任 ...