这些调整凸显“硬科技” 精准映射经济从“量”向“质”转型→

Core Viewpoint - The recent adjustments to index sample stocks by the Shanghai and Shenzhen Stock Exchanges and China Securities Index Co. aim to better reflect the real market conditions and the trends of China's economic development [1][7]. Group 1: Index Adjustments - Major indices such as the Shanghai Composite Index, Shenzhen Component Index, and others will see changes in their sample stocks effective from June 16 [1][5]. - The Shanghai Stock Exchange announced the addition of 4 stocks to the SSE 50 Index, 18 to the SSE 180 Index, 1 to the Sci-Tech 50 Index, and 4 to the Sci-Tech 100 Index [4]. - The Shenzhen Stock Exchange will replace 20 stocks in the Shenzhen Component Index and 8 in the ChiNext Index, among others [5]. Group 2: Impact on Investors - Newly added sample stocks are likely to attract more capital and attention in the short term, leading to adjustments in index funds and passive investment strategies [9][11]. - The adjustments include more emerging industries and high-growth companies, allowing investors to optimize their portfolios by increasing investments in these sectors [9][12]. Group 3: Industry Focus - The newly included stocks predominantly come from sectors such as information technology, high-end equipment manufacturing, biomedicine, and new energy, reflecting a structural transformation in the economy from quantity to quality [12][14]. - The adjustments are expected to enhance the focus on the transformation and upgrading of the real economy and technological innovation [14]. Group 4: Company Benefits - Companies that are added to the indices may experience increased market attention and opportunities for market share expansion, particularly in international markets [15][16]. - The inclusion in core indices serves as a "door opener" for companies, accelerating their innovation and transformation efforts [17]. Group 5: R&D Investment - For instance, the companies in the Sci-Tech 50 Index are projected to spend a total of 63 billion yuan on R&D in 2024, marking a 6.4% increase year-on-year, with over 60% of these companies investing more than 10% of their revenue in R&D [19].