Group 1 - The Hang Seng Index will conduct a semi-annual review to assess the liquidity and market capitalization of listed companies as of June 30, with results expected to be announced around August 25 and effective in early September [1] - The minimum market capitalization threshold for new stocks to be included in the Stock Connect is estimated to be HKD 7.166 billion, with 22 stocks expected to be added [2][3] - A total of 6 stocks are anticipated to be removed from the Stock Connect due to not meeting the minimum market capitalization requirement of HKD 4 billion [2] Group 2 - Among the 22 stocks expected to be added, 13 are newly listed this year, indicating a trend of new companies gaining access to the Stock Connect [6] - The stocks expected to be added include notable companies such as 海天味业 (Haitian Flavoring and Food), 三花智控 (Sanhua Intelligent Controls), and 蓝月亮集团 (Blue Moon Group) [3][6] - The "fire line connection" strategy, where companies rapidly increase their market capitalization post-IPO, has been observed in the Hong Kong market, impacting stock prices significantly [7][8] Group 3 - Historical data suggests that stocks included in the Stock Connect tend to outperform the Hang Seng Index by an average of 5.5% during the period between the announcement and the effective date [8] - Investors are advised to monitor the performance of non-new stocks among the 22 expected to be included, as they may present opportunities for significant returns based on past performance [8] - The anticipated inclusion of large-cap stocks and A+H shares in the Stock Connect is expected to provide foreign investors with access to well-known companies soon [8]
智通特供 | 恒指半年检：“港股通冲退榜”显示，这22只股票或将纳入港股通