A股,重要调整!明日,正式实施!
券商中国·2025-12-14 14:39

Core Viewpoint - The Shenzhen Stock Exchange and Shenzhen Securities Information Co., Ltd. announced a periodic adjustment of sample stocks for various indices, effective December 15, 2025, impacting the Shenzhen Component Index, ChiNext Index, Shenzhen 100, and ChiNext 50 [1][4]. Group 1: Index Adjustments - The Shenzhen Component Index will replace 17 sample stocks, including 7 from the main board and 10 from the ChiNext [2][4]. - The ChiNext Index will replace 8 sample stocks [2][4]. - The Shenzhen 100 Index will replace 7 sample stocks, with 4 from the main board and 3 from the ChiNext [2][4]. - The ChiNext 50 Index will replace 5 sample stocks [2][4]. Group 2: Industry Weightings - After the adjustments, the strategic emerging industry weight in the ChiNext Index will be 93%, while the ChiNext 50 will reach 98%, with new generation information technology industries like AI, chips, and optical modules accounting for 45% [2][8]. - The Shenzhen 100 Index will see its strategic emerging industry weight rise to 81%, with advanced manufacturing, digital economy, and green low-carbon sectors making up 79% [8]. Group 3: Company Performance - The new sample companies in the ChiNext Index reported a 16% increase in revenue and a 24% increase in net profit year-on-year, with high-end equipment manufacturing and new energy sectors seeing net profit growth of 60% and 54%, respectively [8]. - Nearly 60% of the new sample companies in the Shenzhen Component Index are implementing "quality return dual enhancement" action plans, and over 30% are executing stock buyback plans [9]. - The Shenzhen 100 sample companies have distributed a total of 302.2 billion yuan in dividends this year, accounting for 55% of the total dividends in the Shenzhen market [9].