Sou Hu Cai Jing·2025-08-06 13:39Core Points - The China Securities Index for State-Owned Enterprises in Strategic Emerging Industries has shown significant growth, with a 13.15% increase over the past month and a 21.86% increase over the past three months [1][2] - The index is designed by China Chengtong Holdings Group and includes 50 state-owned enterprises with high growth potential, reflecting the overall performance of representative state-owned companies in strategic emerging industries [1][2] Group 1: Index Performance - The index opened lower but closed higher, with a current value of 1634.48 points and a trading volume of 35.992 billion yuan [1] - Year-to-date, the index has increased by 15.73% [1] Group 2: Index Composition - The top ten holdings in the index include Northern Rare Earth (12.33%), BOE Technology Group (8.71%), and Shengyi Technology (6.52%) [1] - The index is primarily composed of companies listed on the Shanghai Stock Exchange (60.32%), followed by the Shenzhen Stock Exchange (39.53%) and a minimal presence on the Beijing Stock Exchange (0.15%) [1] Group 3: Sector Allocation - The sector allocation of the index shows that Information Technology comprises 39.21%, followed by Industrial (30.22%) and Materials (23.11%) [2] - Other sectors include Communication Services (3.27%), Healthcare (2.49%), Consumer Staples (1.37%), and Utilities (0.32%) [2] Group 4: Index Adjustment Mechanism - The index samples are adjusted biannually, with changes implemented on the next trading day after the second Friday of June and December [2] - In special circumstances, the index may undergo temporary adjustments, such as removing companies that are delisted or involved in mergers and acquisitions [2]