富时罗素指数调整!涉及这些股票
Zhong Guo Zheng Quan Bao·2025-12-03 14:32

Group 1 - FTSE Russell announced quarterly adjustments to its China stock index series, including FTSE China 50, FTSE China A50, FTSE China A150, FTSE China A200, and FTSE China A400, effective after market close on December 19 [1][2] - The FTSE China 50 Index will include three companies: China Hongqiao, CATL (300750), and Hengrui Medicine (600276), while excluding CITIC Securities (601066), Great Wall Motor (601633), and Li Auto [2] - The FTSE China A50 Index will add Luoyang Molybdenum (603993) and Sungrow Power Supply (300274), removing Jiangsu Bank (600919) and SF Express (002352) [2] Group 2 - Foreign investors remain optimistic about Chinese assets, with expectations of a resilient economic growth and a positive global macro environment leading into 2026 [3] - Matthew Quaife from Fidelity International highlights that easing monetary and fiscal policies, along with strong corporate earnings, make equities attractive, particularly in emerging markets like China, South Korea, and South Africa [3] - Breakthroughs in AI in China are expected to support the performance of technology stocks, driven by a robust domestic market, favorable policies, and an expanding tech consumer base [3]