深市指数样本股调整将于12月15日正式实施

Core Insights - The Shenzhen Stock Exchange announced a periodic adjustment to several indices, including the Shenzhen Component Index and the ChiNext Index, effective December 15, 2025 [1] Group 1: Index Adjustments - The Shenzhen Component Index will replace 17 constituent stocks, adding 7 from the main board and 10 from the ChiNext [1] - The ChiNext Index will replace 8 constituent stocks [1] - The Shenzhen 100 Index will replace 7 stocks, with 4 from the main board and 3 from the ChiNext [1] - The ChiNext 50 Index will replace 5 constituent stocks [1] Group 2: Industry Weightings and Financial Performance - After the adjustments, the strategic emerging industries will account for 93% of the ChiNext Index, with a 13% year-on-year increase in R&D expenses among the new sample companies [1] - The Shenzhen 100 Index will see an increase in the weight of strategic emerging industries to 81%, with key sectors like advanced manufacturing and digital economy reaching 79% [1] - The ChiNext 50 Index will have a strategic emerging industry weight of 98%, with the new generation information technology sector, including AI and chips, making up 45% [1] Group 3: Manufacturing and Financial Metrics - The Shenzhen Component Index will have a manufacturing company weight of 76%, the highest among Chinese capital market indices, with over 30% being manufacturing champions [2] - The new sample companies in the ChiNext Index reported a 16% increase in revenue and a 24% increase in net profit year-on-year, with high-end equipment manufacturing and new energy sectors seeing net profit growth of 60% and 54%, respectively [2] - Over 80% of the Shenzhen 100 Index sample companies have expanded their business internationally, with a compound annual growth rate of 17% in overseas revenue over the past three years [2] Group 4: Corporate Actions and ESG Ratings - Nearly 60% of the new sample companies in the Shenzhen Component Index have implemented "quality return dual enhancement" action plans, and over 30% have initiated stock buyback programs [2] - Among the new sample companies in the ChiNext Index, 64 have an ESG rating of A or above, representing 79% of the index [2] - The Shenzhen 100 Index companies have distributed a total of 302.2 billion yuan in dividends this year, accounting for 55% of the total dividends in the Shenzhen market, with a rolling net asset return rate of 12% over the past year [2]