炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 10月9日晚，环保工程龙头中环环保公告，公司控股股东、实际控制人张伯中及其一致行动人中辰投资 与北京鼎垣、嘉兴鼎康签署了《股份转让协议》，张伯中将其持有的1639.14万股公司股票（占公司总 股本的比例为3.8612%）转让给嘉兴鼎康，中辰投资将其持有的493.62万股公司股票（占公司总股本的 比例为1.1628%）转让给嘉兴鼎康，中辰投资将其持有的4921.38万股公司股票（占公司总股本的比例为 11.5931%）转让给北京鼎垣，转让股份合计为7054.14万股（占公司总股本的比例为16.6171%），股份 转让单价约为8.48元/股，转让对价合计为5.98亿元。 公告显示，为了维护和确保本次交易完成后公司控制权稳定，张伯中在《股份转让协议》中承诺并保 证：在本次交易交割完成后，在受让方实际控制上市公司期间，其不通过任何方式、单独或共同谋求或 协助他人谋取对公司的实际控制权；在其个人持有公司股份期间，其不可撤销地放弃个人持有的公司 1917.41万股的表决权，其保留个人持有的公司3000万股的表决权。 | | 本报告期 | 上年同期 ...

Core Viewpoint - MSCI's latest quarterly index review includes the addition of 14 Chinese stocks and the removal of 17 existing constituents, effective after market close on August 26, 2025, reflecting a growing international interest in Chinese assets [1][3] Group 1: New Constituents - The new additions consist of 9 Hong Kong-listed companies and 5 A-share companies, with sectors including technology, innovative pharmaceuticals, and emerging consumer goods [1] - Notable Hong Kong additions include Horizon Robotics, Lao Pu Gold, NetEase Cloud Music, 3SBio, and Meitu, while A-share additions include Zhinan, CITIC Bank, Giant Network, Ailisi, and Jingwang Electronics [1] - Over 70% of the new constituents are from technology innovation and pharmaceutical research sectors, aligning with the strong performance of these sectors in the Hong Kong market [1] Group 2: Market Capitalization and Index Inclusion - CITIC Bank (A-share) and Lao Pu Gold (H-share) rank among the top three by market capitalization in the new MSCI Emerging Markets Index constituents [2] - CITIC Bank is included in both the MSCI China Index and the MSCI Emerging Markets Index, highlighting the allocation value of large-cap financial stocks in global index systems [2] - The selection process for the new constituents is based on MSCI's standardized quantitative screening methods, focusing on free float market capitalization, liquidity, and investability for foreign investors [2] Group 3: International Attention and Future Implications - The adjustment reflects a rising international focus on Chinese assets, with several foreign institutions upgrading their ratings for the Chinese stock market in 2025 [3] - Goldman Sachs maintains an overweight rating and raises the MSCI China Index target to 84 points, while Nomura Securities upgrades its rating to tactical overweight, particularly favoring technology sectors like AI and electric vehicles [3] - The inclusion of new constituents into global standard indices connects to approximately $12.5 trillion in international capital allocation needs, indicating a structural shift in market dynamics [3]