Several important indexes of A-Shares and Hong Kong stocks have been announced or adjusted, which means that the layout of relevant large funds will be adjusted accordingly.
On May 20, Hang Seng Index company released the quarterly inspection results and adjusted the constituent stocks of Hang Seng Index, Hang Seng China enterprise index, Hang Seng technology index, Hang Seng Composite Index and other indexes. Hang Seng index was included in four companies including Semiconductor Manufacturing International Corporation(688981) and Ruisheng technology was excluded; Hang Seng technology index was included in Weilai group and ASM Pacific Technology was excluded.
On the same day, the Shanghai Stock Exchange also announced that in order to timely reflect the performance of the securities listed on the science and innovation board and provide the market with multi-dimensional investment targets and performance benchmarks, the Shanghai Stock Exchange and China Securities Index Co., Ltd. will officially release the Shanghai Science and innovation board chip index on June 13, 2022.
Hang Seng Index ushered in an important adjustment
After the closing on May 20, Hang Seng Index company released the latest index adjustment results, and several index components such as Hang Seng Index, Hang Seng China enterprise index, Hang Seng technology index and Hang Seng Composite Index were adjusted.
The Hang Seng index is included in four companies: OOCL, Zhongsheng holding, Semiconductor Manufacturing International Corporation(688981) , and China Hongqiao. Meanwhile, Ruisheng technology is excluded. After adjustment, the constituent stocks of the Hang Seng index increase from 66 to 69.
After adjustment, the weight of Semiconductor Manufacturing International Corporation(688981) in Hang Seng index is 0.6%, that of OOCL is 0.27%, that of Zhongsheng holdings is 0.26%, and that of China Hongqiao is 0.18%. The weight of Ruisheng technology before being eliminated is 0.11%.
At present, financial stocks such as HSBC Holdings and technology stocks such as Tencent holdings have a great impact on the trend of Hang Seng Index. The reporter of the securities times observed that in the process of this adjustment, Hang Seng Index company reduced the weight of many financial stocks, while the proportion of technology stocks increased.
Specifically, except that HSBC Holdings raised its weight to 8% in Hang Seng Index, AIA, China Construction Bank Corporation(601939) , HKEx, Industrial And Commercial Bank Of China Limited(601398) , Ping An Insurance (Group) Company Of China Ltd(601318) , Bank Of China Limited(601988) , China Merchants Bank Co.Ltd(600036) and other weights were all lowered.
In terms of the influence weight of technology stocks, Tencent holdings, meituan and JD group are mostly increasing. Specifically, the weight of Tencent holdings in the Hang Seng index is increased to 8%, meituan is increased to 6.71%, JD group is increased to 2.58%, and the influence weight of Alibaba and Xiaomi group is reduced, but the overall change is small.
Hang Seng state-owned enterprise index was included in Lenovo holdings and Hansen pharmaceutical was excluded. The re adjustment of component equity is similar to that of Hang Seng Index. Most of the influence weights of financial stocks have been reduced, while the influence weights of technology stocks such as Tencent holdings are increased.
The Hang Seng technology index included Weilai group and excluded ASM Pacific Technology. The number of constituent stocks remained 30. In terms of component equity, Hang Seng technology index adjusted the weight of Tencent holdings, meituan, Alibaba, JD group, Xiaomi group and Kwai to 8%, and the influence weight of Baidu group increased from 2.02% to 3.93%, with a relatively large adjustment range.
In addition, the weight of new energy forces such as Xiaopeng automobile and ideal automobile is also increasing, and the influence authority of Weilai automobile is 0.52%.
The Hang Seng Composite index included Weilai group, and the index component stocks increased to 517.
Shanghai Stock Exchange released the chip index of Shanghai Science and technology innovation board
On May 20, the Shanghai Stock Exchange announced that in order to timely reflect the performance of the securities listed on the science and innovation board and provide the market with multi-dimensional investment targets and performance benchmarks, the Shanghai Stock Exchange and China Securities Index Co., Ltd. will officially release the Shanghai Science and innovation board chip index on June 13, 2022. After liquidity screening, SSE Kechuang board chip index selects no more than 50 securities of Listed Companies in the fields of semiconductor materials and equipment, chip design, chip manufacturing, chip packaging and testing with large market value from the Kechuang board market as index samples to reflect the overall performance of securities of Listed Companies in the chip industry, which is a representative of the Kechuang board market.
The integrated circuit industry is the core of the information technology industry. It is a strategic, basic and leading industry supporting economic and social development and ensuring national security. It is an important development direction determined by many national strategic plans. It is of great significance to realize the self-reliance of science and technology and support the transformation of economy to high-quality development. With the gradual promotion of domestic substitution and the continuous enhancement of industrial innovation ability and international competitiveness, the whole semiconductor industry will usher in new development opportunities. Chip is the main carrier of integrated circuits. As one of the key areas supported by the science and innovation board, 57 scientific and technological innovation enterprises in chip related industries have been listed on the science and innovation board, accounting for half of similar A-share companies. Four of the top 10 companies in the total market value of Kechuang board are chip industry companies. Kechuang board has gathered a number of leading chip industry enterprises that have broken through key core technologies and high market recognition, covering industrial chain links such as design, manufacturing, materials, equipment and sealing and testing. The industrial agglomeration effect is becoming more and more obvious, forming a development pattern with complete industrial functions. The growth of enterprises related to Kechuang board chips is outstanding. In 2021, the annual report net profit and operating revenue increased by 181% and 43% year-on-year respectively, and all companies achieved positive growth in operating revenue; R & D investment continued to increase, with an annual R & D investment of 17.66 billion yuan, a year-on-year increase of 15.4%. R & D investment accounted for 15.1% of operating revenue. R & D efforts ranked among the forefront of A-share companies in the same industry, providing strong support for the high-quality development of the industrial chain.
The Shanghai Stock Exchange said that Kechuang chip is another major index characterizing the Kechuang board market after Kechuang 50, Hunan Creator Information Technologies Co.Ltd(300730) , Kechuang biology, which will further enrich investors’ observation and investment targets. In the future, the Shanghai Stock Exchange will continue to improve the index system of the science and innovation board, and advocate the concepts of value investment, long-term investment and rational investment through index investment.
