恒生指数公司昨日宣布季度检讨结果，所有变动将于2026年3月9日(星期一)起生效。其中，恒生综合指 数成份股数目由507只增加至532 只，新加入不同集团等。被纳入恒生综合指数，通常是成为港股通 （内地投资者可直接投资）标的的重要条件。这意味着未来可能吸引更多内地资金。 不同集团是一家专注于设计并销售育儿产品的中国公司。首个品牌BeBeBus创立于2019年，一直专注于 服务中高端消费者，并已成长为中国育儿产品市场的知名品牌。创立仅5年，BeBeBus便在中高端育儿 产品市场中取得了强势的市场地位。据弗若斯特沙利文的资料，按GMV计，2024年，在中国中高端育 儿产品市场中，BeBeBus在中国育儿产品品牌中排名第二，拥有4.2%的市场份额。 ...

Group 1 - The Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series as of December 31, 2025, with HiDiDri (03881) being included in the Hang Seng Composite Index [1] - The changes will be implemented after market close on March 6, 2026, and will take effect on March 9, 2026, leading to adjustments in the eligible stocks for the Hong Kong Stock Connect [1] - According to CICC's research report, HiDiDri is likely to be included in the Hong Kong Stock Connect due to meeting various criteria, including market capitalization, liquidity, and listing time [1] Group 2 - Everbright Securities released a report forecasting HiDiDri's Non-IFRS net loss for 2025E to be 76 million yuan, representing a year-on-year reduction in loss of 39.8% [1] - The forecast for 2026E and 2027E indicates Non-IFRS net profits of 75 million yuan and 357 million yuan, respectively [1] - The firm is optimistic about HiDiDri's core business of autonomous mining trucks accelerating its growth and maintaining industry leadership through technological, scenario, and commercialization advantages, initiating coverage with a "Buy" rating [1]

2月13日，恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果，其中不同集团(06090) 获纳入恒生综合指数。此次变动将于2026年3月6日(星期五)收市后实施并于2026年3月9日(星期一)起生 效，届时沪深交易所会相应调整港股通可投资标的范围。机构指出，不同集团有望借此机会纳入港股 通，迎来发展新契机。 港股通标的的调整历来备受市场关注，不仅直接影响相关个股的市场流动性、估值定价，更能为内地投 资者挖掘新的优质投资标的，实现资金与优质资产的精准对接。 此前，根据LiveReport大数据测算，本次恒生综指纳入的市值门槛约为93亿港元。中金研报指出，不同 集团有可能被调入港股通，因其满足了包括市值、流动性和上市时间等在内的一系列标准。 资料显示，不同集团前瞻性地聚焦于高端母婴品牌细分市场。自2019年推出高端母婴品牌BeBeBus以 来，不同集团以差异化战略快速崛起，凭借先发优势迅速占领用户心智，已成为这一细分赛道的佼佼 者。据弗若斯特沙利文数据，按2024年的GMV计算，BeBeBus在中国面向中高端消费者的耐用型育儿 产品品牌中排名第一，市场优势地位稳固。 值得注意的是，不同集团的行 ...

Group 1 - The core announcement is that 聚水潭 (06687) will be included in the Hang Seng Composite Index, with changes effective from March 9, 2026 [1] - The inclusion is expected to lead to adjustments in the eligible stocks for the Hong Kong Stock Connect, as it meets criteria such as market capitalization, liquidity, and listing duration [1] - 中金 (CICC) has initiated coverage on 聚水潭, giving it an "outperform" rating with a target price of HKD 41 [1] Group 2 - 聚水潭 is recognized as a leading player in the global e-commerce SaaS market, with significant competitive advantages and a clear growth strategy [1] - The company is anticipated to enter a phase of steady revenue growth and rapid profit release [1] - CICC forecasts earnings per share for 聚水潭 to be RMB 0.25, 0.86, and 1.38 for the years 2025 to 2027, with a compound annual growth rate of 135% from 2024 to 2026 [1]

康臣药业此前公告，于2025年6月13日，董事局决议执行股份回购计划，以资金总数不超过2亿港元为 限，于公开市场适时回购股份(先前股份回购计划)。于2026年1月29日，董事局决议根据购回授权进一 步执行另一项股份回购计划，以于公开市场适时回购股份，除先前股份回购计划的资金总数外，额外增 加最多1亿港元(股份回购计划)。据此股份回购计划合计拟动用资金总额将不超过3亿港元。股份回购计 划之期限自本公告日期起至公司下届股东周年大会结束时止或股东于股东大会上撤回或修订购回授权为 止。 2月13日，恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果，其中康臣药业(01681) 获纳入恒生综合指数。变动将于2026年3月6日(星期五)收市后实施并于2026年3月9日(星期一)起生效， 届时沪深交易所会相应调整港股通可投资标的范围。据中金研报，康臣药业有可能被调入港股通，因其 满足了包括市值、流动性和上市时间等在内的一系列标准。 ...

Group 1 - The core point of the article is that Shanghai Zhida Technology Development Co., Ltd. (H-share 02650) has been included in the Hang Seng Composite Index, effective after the market closes on March 6, 2026, and officially starting on March 9, 2026 [1] - The inclusion in the Hang Seng Composite Index is expected to enhance the company's visibility and liquidity in the market, as it will attract more passive fund allocations [1] - The adjustment will also lead to a simultaneous update of the Hong Kong Stock Connect eligible stocks, allowing Zhida Technology to enter the Hong Kong Stock Connect on the same day [1]

Group 1 - The core announcement is that Jiaxin International Resources (03858) will be included in the Hang Seng Composite Index, with changes effective from March 9, 2026 [1] - The inclusion is based on meeting criteria such as market capitalization, liquidity, and listing duration, which may also lead to its eligibility for the Stock Connect program [1] - Jiaxin International Resources anticipates a turnaround from a loss of HKD 173 million for the year ending December 31, 2024, to a profit of approximately HKD 300 million to HKD 340 million for the year ending December 31, 2025 [1] Group 2 - The expected profit turnaround is attributed to the fact that the group did not generate any revenue in 2024 as it had not commenced operations [1] - Commercial production is set to begin in April 2025, marking the start of revenue generation and the transition to profitability [1]

Core Viewpoint - The inclusion of Shanghai Zhida Technology Development Co., Ltd. (H-share 02650) in the Hang Seng Composite Index is expected to enhance the company's market visibility and liquidity, attracting more passive fund allocations [1] Group 1: Index Inclusion - Shanghai Zhida Technology Development Co., Ltd. has been added to the Hang Seng Composite Index as of the quarterly review on February 13, 2025 [1] - The index adjustment will take effect after the market closes on March 6, 2026, and will officially be in force from March 9, 2026 [1] Group 2: Market Impact - The inclusion in the Hang Seng Composite Index is anticipated to help the company attract more passive investment due to increased market attention and liquidity [1] - The Shanghai Zhida Technology will also be included in the Hong Kong Stock Connect on the same date, further enhancing its accessibility to investors [1]

Group 1 - The Hang Seng Index Company announced the inclusion of Bank of East Asia (00023) in the Hang Seng Composite Index, effective March 9, 2026, following a quarterly review [1] - Bank of East Asia reported a decrease in interest income to HKD 32.968 billion, down 17.18% year-on-year, and a drop in profit attributable to shareholders to HKD 3.501 billion, down 24.02% year-on-year, with basic earnings per share at HKD 1.22 [1] - The core business of the group remains stable, with operating profit before provisions holding steady at HKD 11.2 billion, and non-interest income growing by 28%, indicating successful strategies in business diversification and sustainable growth [1] Group 2 - The company continues to prudently make provisions for its exposure to commercial real estate, with 77% of this year's provisions related to commercial properties in Hong Kong and mainland China [2] - The valuation of the company's investment property portfolio was adjusted downwards by HKD 0.723 billion [2] - The group recorded a loss of HKD 0.305 billion from joint ventures and associates, primarily from a joint venture in mainland China [2]

Core Viewpoint - Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series as of December 31, 2025, with Baoyi Pharmaceutical-B (02659) being included in the Hang Seng Composite Index, effective March 9, 2026 [1] Company Summary - Baoyi Pharmaceutical has developed China's first marketed recombinant hyaluronidase KJ017 for large-volume subcutaneous administration, the world's first IgG degrading enzyme KJ103 with "best-in-class" potential in low pre-storage antibodies and dosing frequency for antibody-mediated autoimmune diseases, and a long-acting follicle-stimulating hormone drug SJ02 for assisted reproduction, indicating a transition from pure R&D to commercialization [1] - The inclusion in the Hang Seng Composite Index is expected to enhance stock liquidity and valuation premium, providing mainland investors with opportunities to allocate quality biopharmaceutical assets [1]