YYTH(600096) Sou Hu Cai Jing·2025-05-12 14:24Core Viewpoint - The China Securities Index for Small and Medium-sized State-owned Enterprise Reform has shown a mixed performance, with a recent increase but a decline over the year, reflecting the overall state of state-owned enterprise reforms in China [2][3]. Group 1: Index Performance - The China Securities Index for Small and Medium-sized State-owned Enterprise Reform (Index Code: 930611) opened high and closed at 1969.09 points [1]. - Over the past month, the index has increased by 3.05%, but it has decreased by 0.97% over the last three months and by 3.47% year-to-date [2]. Group 2: Index Composition - The index includes all small and medium-sized listed companies undergoing or planning state-owned enterprise reforms, prioritized by their significance in reflecting the overall performance of the reform theme [2]. - The top ten weighted companies in the index are: Yuntianhua (3.32%), Jianghuai Automobile (3.27%), China Great Wall (2.97%), Huagong Technology (2.92%), Goldwind Technology (2.90%), China Rare Earth (2.77%), Western Superconducting (2.58%), AVIC High-tech (2.31%), Siwei Technology (2.29%), and Shanghai Beiling (2.25%) [2]. Group 3: Market and Sector Breakdown - The index's holdings are primarily from the Shanghai Stock Exchange (54.08%) and the Shenzhen Stock Exchange (45.92%) [2]. - In terms of industry composition, the index shows: Industrial sector (43.16%), Materials (18.28%), Information Technology (17.20%), Consumer Staples (5.79%), Consumer Discretionary (4.28%), Utilities (4.25%), Real Estate (2.71%), Healthcare (2.60%), and Communication Services (1.73%) [3]. Group 4: Sample Adjustment - The index samples are adjusted quarterly, with adjustments occurring in the second Friday of March, June, September, and December [3]. - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [3].