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事关A股!重磅调整,即将生效
Zheng Quan Shi Bao·2025-11-23 22:55

Group 1: MSCI China Index Adjustment - MSCI announced the results of the index review, effective after the market close on November 24, 2025, with 26 new stocks added and 20 stocks removed from the MSCI China Index [1] - The stocks added include China Gold International, Ganfeng Lithium, and Guangfa Securities, while those removed include China Zhongzhi, North Control Water Group, and China Everbright Bank [2][3] - The adjustment will lead to increased passive fund tracking for newly added stocks and forced selling for those removed, with significant trading volume expected on the last trading day [4] Group 2: Domestic Technology Developments - Moore Threads, known as the "Chinese version of Nvidia," will begin subscription on November 25, with an issue price of 114.28 yuan per share, marking the highest IPO price this year [5] - The company has not yet turned a profit, with projected revenues of 0.46 billion yuan in 2022, 1.24 billion yuan in 2023, and 4.38 billion yuan in 2024, while incurring net losses of 18.94 billion yuan, 17.03 billion yuan, and 16.18 billion yuan respectively [5] - The first large-capacity all-solid-state battery production line in China has been established by GAC Group, capable of producing batteries with energy densities nearly double that of existing batteries, aiming for small batch vehicle testing by 2026 [11] Group 3: Semiconductor and Memory Products - Changxin Storage announced its latest DDR5 product series, achieving the highest speed of 8000 Mbps and the highest chip capacity of 24 Gb, positioning itself among the industry's top tier [12] - The new products include a comprehensive range of modules for servers, workstations, and personal computers, showcasing the competitive technological strength of domestic memory chips [12]