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港股,重大调整!
证券时报·2025-08-22 11:30

Core Viewpoint - The Hang Seng Index constituents will expand from 85 to 88 stocks, with the changes effective from September 8, 2025, following a previous increase from 83 to 85 stocks [1][2][4]. Group 1: Index Changes - The Hang Seng Index will include three new stocks: China Telecom, JD Logistics, and Pop Mart [4][5]. - The Hang Seng Composite Index will also see an increase in constituents from 502 to 504 stocks [7]. Group 2: Other Index Adjustments - The Hang Seng Technology Index will maintain its 30 constituents without any changes [6]. - The Hang Seng China Enterprises Index will keep 50 constituents, adding Pop Mart while removing Jitu Express [6]. - The Hang Seng Biotechnology Index will decrease from 50 to 30 constituents, adding InnoCare Pharma and removing 21 stocks including Sihuan Pharmaceutical and Xianjian Technology [7]. Group 3: Market Performance - The Hong Kong stock market has shown relatively weak performance compared to the A-share market, with the Hang Seng Index rising only 0.27% this week [9]. - Notable stock performance within the Hang Seng Index includes Anta Sports rising 11.53%, while several stocks like China Resources Power and Xinyi Solar fell over 5% [10]. - Southbound trading through the Hong Kong Stock Connect remains strong, with net purchases exceeding HKD 50 billion on August 22, and cumulative net purchases of approximately HKD 900 billion in August alone [10].