于今年2月中旬公布的季检结果，恒生指数纳入了Source: Shenwan Hongyuan Hong Kong
With regard to the upcoming quarterly inspection results, Shen Wanhongyuan Hong Kong pointed out that the pace of expansion of the Hang Seng Index has been slower than expected in the past four quarters, and that Hang Seng Index companies need to accelerate the pace of expansion if they are to achieve the target of increasing the number of Hang Seng Index constituent stocks to 80 in 2022. The bank also forecasts the shortlisted stocks, among which Semiconductor Manufacturing International Corporation, Chow Tai Fook Jewellery and Zhongsheng Group are more likely to be included.
Hang Seng Index will release quarterly inspection results on May 20
Hang Seng Index announced that it will announce the results of a series of reviews of the Hang Seng Index in the first quarter of 2022 on May 20. Changes in constituent stocks in the Hang Seng Index series will take effect on June 13. The Shanghai and Shenzhen exchanges will adjust the scope of investment targets of the Shanghai-Shenzhen-Hong Kong Stock Connect accordingly (depending on the time announced by the exchange).
According to the quarterly inspection results released in mid-February this year, the Hang Seng Index included$NONGFU SPRING CO., LTD. (09633.HK) $及$Lenovo Group Limited (00992.HK) $The number of constituent shares increased from 64 to 66
Similar to the MSCI index adjustment, some active funds still do not rule out certain arbitrage operations according to the results of the adjustment, but passive funds will choose to adjust their positions on the trading day before they take effect in order to minimize the tracking error.
The expansion of Hang Seng Index is accelerated.
The pace of expansion of the Hang Seng Index has been slower than expected over the past four seasons. To achieve the target of increasing the number of Hang Seng Index stocks to 80 in 2022, HSI companies will need to add an average of seven blue chips at a time in May and August.
At present, there are 66 constituent stocks in the Hang Seng Index, but the optimization proposal issued by the Hang Seng Index in March last year mentioned that the number of constituent stocks in the Hang Seng Index would increase to 80 by mid-2022. However, reviewing the results of four adjustments since 2021, the overall pace of capacity expansion is slower than expected, including 3 in the first quarter, 2 in the second quarter, 4 in the third quarter and 2 in the fourth quarter.
To achieve this goal, the quarterly adjustment and August semi-annual adjustment will need to be increased by an average of seven at a time; if so, the pace will be significantly accelerated and the scope of inclusion will be further expanded.
Semiconductor Manufacturing International Corporation, Chow Tai Fook Jewellery, Zhongsheng Group and others are expected to dye blue.
In terms of market value,$Semiconductor Manufacturing International Corporation (00981.HK) $、$Chow Tai Fook Jewellery (01929.HK) $、$Zhongsheng Group (00881.HK) $The ranking, coupled with active trading, the average daily turnover can be among the blue-chip position. Once these shares are included in the constituent shares, the passive funds will be pursued. Because the index has set an upper weight limit of 8%$AIA Group Limited (01299.HK) $The weight may be passively reduced to 8% from the current 8.06%, which in turn leads to potential passive capital outflows.
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