A股重要调整！今日正式实施！

Core Viewpoint - The Shenzhen Stock Exchange and Shenzhen Securities Information Co., Ltd. announced a periodic adjustment of sample stocks for various indices, including the Shenzhen Component Index and ChiNext Index, effective December 15, 2025 [2][5]. Group 1: Index Adjustments - The Shenzhen Component Index will replace 17 sample stocks, including 7 from the main board and 10 from the ChiNext [5][6]. - The ChiNext Index will replace 8 sample stocks [5]. - The Shenzhen 100 Index will replace 7 sample stocks, with 4 from the main board and 3 from the ChiNext [5][7]. - The ChiNext 50 Index will replace 5 sample stocks [5]. Group 2: Industry Weightings - After the adjustments, the strategic emerging industry weight in the ChiNext Index will be 93%, while the ChiNext 50 Index will have a weight of 98%, with new generation information technology industries like AI, chips, and optical modules accounting for 45% [3][10]. - The Shenzhen 100 Index will see an increase in the weight of strategic emerging industries to 81%, with advanced manufacturing, digital economy, and green low-carbon sectors reaching 79% [10]. Group 3: Company Performance - The new sample companies in the ChiNext Index reported a 13% year-on-year increase in R&D expenses, with R&D expenses accounting for 5% of operating income, and 30 companies having an R&D intensity exceeding 10% [10]. - The new sample companies in the ChiNext Index experienced a 16% increase in operating income 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 [10][11]. - The Shenzhen 100 Index companies have expanded their business internationally, with over 80% of sample companies operating in global supply chains, and overseas revenue showing a compound annual growth rate of 17% over the past three years [10].