Beibu Gulf Port (SZ:000582) Sou Hu Cai Jing·2025-12-22 11:01Core Viewpoint - The Shenzhen State-Owned Enterprises Shareholder Return Index (470064) closed at 2239.32 points, with a slight increase of 0.05% on December 22, 2023, indicating a stable market performance despite mixed results among constituent stocks [1]. Group 1: Index Performance - The index recorded a total transaction volume of 25.18 billion yuan, with a turnover rate of 1.05% [1]. - Among the constituent stocks, 26 companies saw an increase in their share prices, while 21 experienced declines [1]. - Beibu Gulf Port led the gainers with a rise of 4.39%, while XCMG Machinery had the largest decline at 2.67% [1]. Group 2: Top Constituents - The top ten constituent stocks of the index include: - BOE Technology Group (9.18% weight) at 4.04 yuan, down 1.22% with a market cap of 151.52 billion yuan [1]. - Wuliangye Yibin (7.93% weight) at 110.33 yuan, down 0.18% with a market cap of 428.26 billion yuan [1]. - Hikvision (7.56% weight) at 29.15 yuan, down 0.14% with a market cap of 267.16 billion yuan [1]. - XCMG Machinery (5.79% weight) at 10.92 yuan, down 2.67% with a market cap of 128.34 billion yuan [1]. Group 3: Capital Flow - The net outflow of main funds from the constituent stocks totaled 721 million yuan, while retail investors contributed a net inflow of 477 million yuan [3]. - Notable capital movements included: - Shanjin International with a net inflow of 34.1 million yuan from main funds [3]. - Chang'an Automobile experienced a net outflow of 106 million yuan from retail investors [3]. Group 4: Index Adjustments - Recent adjustments to the index included the addition of 10 new stocks and the removal of 10 others, effective December 15, 2025 [4]. - New additions include: - Zhongmi Holdings (73.49 billion yuan market cap) in the machinery sector [4]. - Runbang Shares (58.06 billion yuan market cap) also in machinery [4]. - Stocks removed from the index include: - Xinmei Shares (997.27 billion yuan market cap) in the food and beverage sector [4].