港股通2026年3月调整名单预测：寻找下一个明星

Core Insights - The report predicts that 45 stocks are likely to qualify for the Hong Kong Stock Connect in March 2026, following the review of the Hang Seng Index series on February 13, 2026 [3] - The report highlights that companies listed under the A+H structure can enter the Stock Connect more quickly, unaffected by the timing of the Hang Seng Index adjustments [3] Selection Criteria - The selection criteria for the Hang Seng Composite Index include two main conditions: market capitalization and trading volume. Only securities in the top 95% by average daily market capitalization over the past 12 months qualify for further volume criteria selection [5] - For new entrants, the market capitalization requirement is slightly higher at 94%, while the threshold for stocks being removed is relaxed to 96% [5] - The report estimates that the minimum average market capitalization requirement for inclusion has risen to approximately HKD 9.2 billion due to strong market performance over the past three quarters [5] Potential Adjustments - The report lists potential stocks for inclusion in the Hong Kong Stock Connect, including JD Industrial (HKD 37.31 billion), Innovation Industry (HKD 36.71 billion), and East Asia Bank (HKD 31.31 billion) [6] - It also identifies 22 stocks that may be removed from the Stock Connect, with the lowest average market capitalization among these being HKD 5.08 billion [6] - The report notes that existing investors can choose to hold or sell stocks that are removed from the Stock Connect, but cannot buy more until the stocks are re-included [5][6] Companies Under Review - The report identifies five companies currently under review for inclusion in the Stock Connect after their observation period, including DJI Technology (market cap HKD 42.79 billion) and Hesai Technology (market cap HKD 34.23 billion) [7]