Group 1 - The Shanghai Stock Exchange, Shenzhen Stock Exchange, and China Securities Index Co., Ltd. announced a periodic adjustment of several core A-share index sample stocks, effective after market close on December 12 for indices like the SSE 50 and after December 15 for others like the Shenzhen Component Index [1] - The SSE 50 index replaced four sample stocks, including SAIC Motor, Northern Rare Earth, Huadian New Energy, and Zhongke Shuguang, while removing Poly Development, China Mobile, China Aluminum, and CRRC, indicating a shift towards high-end manufacturing, strategic resources, new energy, and computing technology [1] - The adjustment reflects a bias towards industries related to new productive forces, as the removed stocks primarily belong to real estate, traditional communication, and cyclical industries [1] Group 2 - The removed companies, such as Poly Development, are industry leaders with strong fundamentals and competitive advantages, evidenced by their financial performance, including a revenue of 173.7 billion yuan and a net profit of 1.928 billion yuan for the first three quarters of 2025 [2] - The adjustments to other indices like the Sci-Tech 50 and CSI 300 also involve sample optimization across various sectors, including information technology and new energy, aligning the index structure with the direction of China's economic transformation [2]
核心指数样本股定期调整落地：动态适配市场趋势，企业价值回归基本面本质
Cai Jing Wang·2025-12-12 03:01