港股通2025年9月调整名单预测：寻找下一个明星

Core Insights - The report predicts that the Hang Seng Index will announce its second-quarter component stock review on August 22, 2025, with changes effective from September 8, 2025, impacting the Hong Kong Stock Connect [3] - It is anticipated that 20 stocks will gain eligibility for the Hong Kong Stock Connect, while 13 stocks may lose their eligibility [3] - The report highlights that companies listed in both A and H shares can enter the Hong Kong Stock Connect quickly, with Hai Tian Wei Ye (3288.HK) and Sanhua Intelligent Control (2050.HK) expected to be included in July [3] Selection Criteria - The selection criteria for the Hang Seng Composite Index include market capitalization and trading volume, with a focus on the top 95% of stocks based on average market capitalization over the past 12 months [3] - Stocks listed for less than 12 months will be ranked based on their average market capitalization since listing, while new entrants must meet slightly higher standards [3] - The trading volume requirement mandates that stocks must meet a minimum liquidity threshold for at least 10 months in the past year [3] Potential Inclusions and Exclusions - A list of potential stocks for inclusion in the Hong Kong Stock Connect includes: - Ying En Biological-B (9606.HK) with a market cap of 24.42 billion HKD - Nanshan Aluminum International (2610.HK) with a market cap of 23.81 billion HKD - Blue Moon Group (6993.HK) with a market cap of 23.80 billion HKD - Others include Cao Cao Chuxing (2643.HK), Kangnai Optical (2276.HK), and more [4] - Stocks that may be excluded from the Hong Kong Stock Connect include: - China Oriental Group (0581.HK) with a market cap of 5.66 billion HKD - Jin Di Commercial Property (0535.HK) with a market cap of 5.32 billion HKD - Others include Zhou Hei Ya (1458.HK), and more [4]