Core Viewpoint - JD Logistics (02618) has seen a stock price increase of over 7%, currently trading at 13.9 HKD with a transaction volume of 304 million HKD, following its inclusion in the Hang Seng Index [1] Group 1: Stock Performance - JD Logistics' stock rose by 7.01% [1] - The current trading price is 13.9 HKD [1] - The transaction volume reached 304 million HKD [1] Group 2: Index Inclusion - JD Logistics will be included in the Hang Seng Index, increasing the number of constituent stocks from 85 to 88 [1] - This change will take effect after the market closes on September 5 and will be effective from September 8 [1] Group 3: Business Outlook - According to recent research from Zheshang Securities, JD Logistics is a leading company in the integrated supply chain industry [1] - The company is experiencing continuous growth in business volume, with scale effects becoming increasingly evident [1] - The integration of JD Logistics with TaoTian and the addition of new food delivery services by JD Group are expected to further enhance the company's revenue [1]

恒生指数是评估香港股票市场表现的重要指标。2025年上半年，恒生指数累计上涨超20%。 北京商报讯（记者 赵述评）8月22日晚间，恒生指数公司发布的恒生指数系列季度检讨结果公告显示， 泡泡玛特国际集团有限公司入选恒生指数的中国企业指数。截至8月22日收盘，泡泡玛特每股报价320.4 港元，总市值超过4300亿港元。 据了解，一同纳入恒生指数的还有中国电信股份有限公司-H股、京东物流股份有限公司，成份股数量 从85只增加为88只，所有变动将于2025年9月8日生效。这是泡泡玛特首次被纳入恒生指数，此前泡泡玛 特曾多次被列入恒生指数潜在候选股。 ...

Group 1: Hang Seng Index Changes - China Telecom (00728), JD Logistics (02618), and Pop Mart (09992) will be included in the Hang Seng Index, increasing the number of constituent stocks from 85 to 88 [1][2] - The inclusion of Pop Mart will also see it added to the Hang Seng China Enterprises Index, maintaining the total number of constituent stocks at 50 [4][5] Group 2: Hang Seng Composite Index Adjustments - The Hang Seng Composite Index will see changes with the inclusion of China Foods (00506) and Jiangsu Hengrui Medicine (01276), increasing the number of constituent stocks from 502 to 504 [8][9] - Several companies will be removed from the index, including Crown City Watch and Jewelry (00256) and Sipai Health (00314) [12]

Group 1 - The Hang Seng Index will announce its semi-annual review results on August 22, 2025, affecting major indices such as the Hang Seng Index, the Hang Seng China Enterprises Index, and the Hang Seng Tech Index, with changes effective from September 8, 2025 [1] - Several brokerages, including UBS, Huatai Securities, and CICC, have released reports predicting adjustments to the Hang Seng Index and potential candidates for inclusion in the Hong Kong Stock Connect [1][2] - CICC highlights the significant size of passive funds tracking flagship indices, with ETF sizes for the Hang Seng Index, the Hang Seng China Enterprises Index, and the Hang Seng Tech Index being approximately $30.35 billion, $6.63 billion, and $26.12 billion respectively, indicating substantial potential fund flows due to component changes [1] Group 2 - CICC estimates that potential candidates for inclusion in the Hang Seng Index include Bank of Communications (03328), Pop Mart (09992), Yum China (09987), XPeng Motors (09868), Huazhu Group (01179), JD Logistics (02618), and Innovent Biologics (01801) [1][2] - UBS predicts that stocks likely to be included in the Hang Seng Index are WuXi AppTec (02268), Pop Mart, JD Logistics, Kingsoft (03888), and Bank of Communications, while Pop Mart is also expected to be included in the Hang Seng China Enterprises Index [2] Group 3 - Companies such as Cao Cao Travel (02643), InnoCare Pharma (09606), and Zhou Liu Fu (06168) are expected to be included in the Hong Kong Stock Connect, which connects Hong Kong-listed companies with mainland investors [3] - CICC estimates that 19 stocks meet the criteria for inclusion in the Hong Kong Stock Connect, including Cao Cao Travel, InnoCare Pharma, Zhou Liu Fu, and others [3][4] - UBS forecasts potential candidates for the Hong Kong Stock Connect based on the Hang Seng Composite Index predictions, including East Asia Bank, InnoCare Pharma-B, Blue Moon Group, and others [3] Group 4 - Huatai Securities also anticipates that 19 stocks may be included in the Hong Kong Stock Connect, with a list that includes Yunzhisheng, InnoCare Pharma-B, and others [4] - Historical data indicates that newly included stocks in the Hong Kong Stock Connect tend to outperform the market, while stocks removed from the index face significant capital outflows [4]

智通财经APP获悉，恒指公司将于2025年8月22日(星期五)公布恒生系列指数半年度审议结果，涉及恒 生、国企、恒生科技等港股主要旗舰指数，以及与港股通投资范围密切相关的恒生综指，成份股变动将 于2025年9月8日(星期一)生效。对此，瑞银、华泰证券、中金公司等多家券商纷纷发布报告，对恒生指 数、恒生中国企业指数、恒生综名单调整以及有望获纳入港股通的名单进行预测。 中金公司指出，由于半年度审议通常变化较大，且追踪旗舰指数的被动资金规模大(综合Bloomberg与 Wind的统计，追踪恒指、国企和恒生科技指数的ETF规模分别约为303.5亿美元、66.3亿美元和261.2亿 美元)，因此潜在成分股变动以及相应资金流向值得重点关注。 交通银行(03328)、泡泡玛特(09992)、百胜中国(09987)等有望纳入恒生指数成份股 瑞银则根据对恒生综合指数的预测，预计可能获纳入港股通分别为：东亚银行、映恩生物-B、蓝月亮集 团、南山铝业国际、正力新能、碧桂园、康耐特光学、晋景新能、汇聚科技、MIRXES-B、中国食品、 京东健康、沪上阿姨、博雷顿、广联科技控股、威胜控股、康臣药业、喜相逢集团。 华泰证券则预计19只港 ...