Core Viewpoint - The Hang Seng Index Company announced its semi-annual index adjustment results, including the addition of China Telecom, JD Logistics, and Pop Mart to the Hang Seng Index, with Pop Mart also being included in the Hang Seng China Enterprises Index. The Hang Seng Technology Index remained unchanged [1][2]. Group 1: Index Adjustments - The Hang Seng Index will include China Telecom, JD Logistics, and Pop Mart with respective weights of 1.44%, 0.51%, and 0.22%, increasing the total number of constituent stocks to 88 [2]. - Pop Mart will be included in the Hang Seng China Enterprises Index with a weight of 2.10%, maintaining the total number of constituent stocks at 50 [2]. - The Hang Seng Technology Index will not have any additions or removals, keeping its total at 30 constituent stocks [2]. Group 2: Fund Flows - The expected fund inflows from the additions are approximately $160 million for China Telecom, $68.74 million for JD Logistics, and $45 million for Pop Mart, with respective inflow durations of 4.4 days, 3.5 days, and 1.0 day [2]. - For the Hang Seng China Enterprises Index, Pop Mart is expected to bring in $150 million with an inflow duration of about 0.3 days [3]. - The Hang Seng Technology Index is projected to see significant inflows for Horizon Robotics and BYD, estimated at $560 million and $500 million, with inflow durations of 3.4 days and 0.9 days respectively [3]. Group 3: Stock Connect Adjustments - A total of 20 stocks are expected to be added to the Stock Connect, with 19 stocks being removed, aligning closely with previous predictions [4]. - The potential new additions to the Stock Connect include companies such as China Foods, Cao Cao Travel, and others [4]. - Companies like CATL, Heng Rui Medicine, and Sanhua Intelligent Control, which are already listed in both A and H shares, will enter the Stock Connect after their price stabilization period ends [4]. Group 4: Implementation Timeline - The index adjustments will be implemented on September 5 and will officially take effect on September 8 [5]. - The official announcement regarding the Stock Connect adjustments will be published on September 5, with trading commencing on September 8 [5]. Group 5: Market Reactions - Active funds may engage in preemptive buying or selling for arbitrage, while passive funds will adjust their holdings at the end of the trading day on September 5, leading to significant trading volume for related stocks [6].

Group 1 - The core point of the article is that Jin Jing New Energy (01783) has seen a significant stock price increase due to its inclusion in the Hang Seng Composite Index, which is expected to enhance liquidity and attract more investment from mainland China [1][1][1] Group 2 - Jin Jing New Energy's stock price rose over 8% during trading, with a current increase of 6.3%, reaching HKD 8.1, and a trading volume of HKD 10.67 million [1][1][1] - The announcement of the index adjustment was made by the Hang Seng Index Company on August 22, with the changes set to take effect after market close on September 5 and officially on September 8 [1][1][1] - Analysts from UBS, CICC, and Shenwan Hongyuan have predicted that Jin Jing New Energy is likely to be included in the Hong Kong Stock Connect list, which would unlock a direct inflow channel for mainland funds [1][1][1]

晋景新能(01783)盘中涨超8%，截至发稿，涨6.3%，报8.1港元，成交额1067.65万港元。 消息面上，8月22日盘后，恒生指数公司公布了其定期的半年度指数调整结果，其中晋景新能获纳入恒 生综合指数成分股，变动将于9月5日收市后实施并于9月8起生效。此前，瑞银、中金及申万宏源预计晋 景新能有望纳入港股通名单标的。分析人士指出，一旦入港股通，晋景新能将直接解锁内地资金的流入 通道，有望获得更多南向资金的关注、青睐，以及被动资金如指数基金的增配，短期流动性便将显著提 升。 ...

（原标题：港股异动 | 中国食品(00506)涨超16% 获纳入恒生综合指数 机构料其有望入通） 消息面上，8月22日盘后，恒生指数公司公布了其定期的半年度指数调整结果，其中中国食品获纳入恒 生综合指数，变动将于9月5日收市后实施并于9月8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。据华泰证券研报，中国食品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。 智通财经APP获悉，中国食品(00506)涨超16%，截至发稿，涨16.18%，报4.02港元，成交额3997.43万港 元。 ...

消息面上，8月22日盘后，恒生指数公司公布了其定期的半年度指数调整结果，其中中国食品获纳入恒 生综合指数，变动将于9月5日收市后实施并于9月8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。据华泰证券研报，中国食品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。 中国食品(00506)涨超16%，截至发稿，涨16.18%，报4.02港元，成交额3997.43万港元。 ...

Group 1 - The Hang Seng Index Company announced the results of the quarterly review for the Hang Seng Index series as of June 30, 2025, with Country Garden (02007) being included in the Hang Seng Composite Index, effective after market close on September 5 and starting on September 8 [1] - According to Huatai Securities research, Country Garden is likely to be included in the Stock Connect program due to meeting various criteria including market capitalization, liquidity, and listing duration [1] - Country Garden has announced that it has reached an agreement on the main terms of its offshore debt restructuring proposal with the bank coordination committee, which represents 49% of the total principal amount of existing syndicated loans [1] Group 2 - The company has received strong support from creditors holding a significant amount of existing debt and is working closely with the project team and coordination committee to finalize the formal documents, aiming to complete the proposed restructuring by the end of 2025 [1] - The announcement revealed that over 77% of existing dollar noteholders and current lenders under Ever Credit bilateral loans have signed the restructuring support agreement [1]

Core Viewpoint - Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series as of June 30, 2025, with Nanshan Aluminum International (02610) being included in the Hang Seng Composite Index, effective after market close on September 5, 2025, and effective from September 8, 2025 [1] Group 1 - Nanshan Aluminum International is likely to be included in the Stock Connect program due to meeting various criteria such as market capitalization, liquidity, and listing duration [1] - The company announced a stock option plan on July 24, 2025, granting a total of 26.17 million stock options to 155 eligible participants, with each option allowing the purchase of common shares at $0.0000002 per share, contingent upon a payment of HKD 1.00 upon acceptance [1]

Group 1 - The Hang Seng Index Company announced the results of the quarterly review for the Hang Seng Index series as of June 30, 2025, with Borreton (01333) being included in the Hang Seng Composite Index, effective after market close on September 5, 2025, and effective from September 8, 2025 [1] - Borreton is likely to be included in the Stock Connect program due to meeting various criteria such as market capitalization, liquidity, and listing duration, according to a report from Huatai Securities [1] - Borreton announced on August 15, 2025, that its wholly-owned subsidiary, Borreton Hunan, signed a general contracting agreement with Hunan Bairui for the construction of the Borreton Electric Wide-body Dump Truck and Unmanned Driving Innovation Center project, with a total contract value of RMB 99.5 million [1]

8月22日，恒生指数公司宣布截至2025年6月30日之恒生指数系列季度检讨结果，其中正力新能(03677) 获纳入恒生综合指数，变动将于9月5日(星期五)收市后实施并于9月8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。据华泰证券研报，正力新能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。 正力新能公告，预计截至2025年6月30日止六个月取得净利润为介于约人民币1.98亿元到2.43亿元。去年 同期，集团净亏损约为人民币1.30亿元。本报告期与上年同期相比，净利润将增加约人民币3.28亿元到 3.73亿元。 ...

Group 1 - The Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series as of June 30, 2025, with Conant Optical (02276) being included in the Hang Seng Composite Index, effective after market close on September 5 and starting on September 8 [1] - Conant Optical is likely to be included in the Hong Kong Stock Connect due to meeting various criteria such as market capitalization, liquidity, and listing time, according to Huatai Securities [1] - CICC initiated coverage on Conant Optical with an "outperform" rating and a target price of HKD 54.00, based on a P/E valuation method corresponding to a 35x P/E for 2026, with expected EPS of HKD 1.14 and HKD 1.42 for 2025 and 2026 respectively, indicating a CAGR of 26% from 2024 to 2026 [1] Group 2 - Conant Optical is recognized as a global leader in resin lens manufacturing, with advanced R&D capabilities and stable customer relationships, suggesting potential for sustained growth through customized lenses, proprietary brands, and smart glasses development [1]