Index Rebalance

CSI 300 June 2026 Rebalance: Post-Implementation Review

14 Jul 2026 By Ke Yan, CFA
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Abstract: CSI 300 June 2026 added 19 stocks and deleted 19. With all post-implementation windows complete, we review current-cycle performance vs history. ADDs rose broadly in the first implementation week. The historical fade read was offset by a stronger CSI 300 tape and tungsten-specific newsflow. Weeks 2 to 4 reversed the gains. DELETEs fell in the first week and drifted lower in weeks 2 to 4. The direction matched history, and the losses were milder than in prior cycles.

CHINA TUNGSTEN AND HIGHTECH MATERIALS (000657 CH) CHANGCHUN HIGH-TECH INDUSTRY (000661 CH) BEIJING NEW BUILDING MATERIALS (000786 CH) NEW HOPE LIUHE (000876 CH) SHANXI COKING COAL ENERGY (000983 CH) HUAGONG TECH (000988 CH) CHINA NATIONAL URANIUM (001280 CH) Goldwind (002202 CH) SHANGHAI RAAS BLOOD PRODUCTS (002252 CH) YANTAI JEREH OILFIELD SERVICES (002353 CH) JA SOLAR TECHNOLOGY (002459 CH) TIANSHAN ALUMINUM (002532 CH) GIANT NETWORK (002558 CH) LB (002601 CH) ZHEJIANG CENTURY HUATONG (002602 CH) SHENZHEN ENVICOOL TECHNOLOGY (002837 CH) Tigermed (300347 CH) Wuxi Lead Intelligent (300450 CH) PHARMARON BEIJING (300759 CH) MAXSCEND MICROELECTRONICS (300782 CH) HUALI INDUSTRIAL (300979 CH) RUIJIE NETWORKS (301165 CH) SHENZHEN LONGSYS ELECTRONICS (301308 CH) CHINA SPACESAT (600118 CH) BEIJING TIANTAN BIOLOGICAL PRODUCTS (600161 CH) HAINAN AIRLINES (600221 CH) JIANGSU EXPRESSWAY (600377 CH) XIAMEN TUNGSTEN (600549 CH) HONGTA SECURITIES (601236 CH) Qingdao Port (601298 CH) SHANGHAI ELECTRIC (601727 CH) CHINA OILFIELD SERVICES (601808 CH) GONEO (603195 CH) PIOTECH (688072 CH) BEIJING ROBOROCK TECHNOLOGY (688169 CH) SHENGYI ELECTRONICS (688183 CH) ZHUZHOU CRRC TIMES ELECTRIC (688187 CH) VeriSilicon (688521 CH)

Highlighted Stocks

CHINA TUNGSTEN AND HIGHTECH MATERIALS, CHANGCHUN HIGH-TECH INDUSTRY, BEIJING NEW BUILDING MATERIALS, NEW HOPE LIUHE, SHANXI COKING COAL ENERGY, HUAGONG TECH, CHINA NATIONAL URANIUM, Goldwind, SHANGHAI RAAS BLOOD PRODUCTS, YANTAI JEREH OILFIELD SERVICES, JA SOLAR TECHNOLOGY, TIANSHAN ALUMINUM, GIANT NETWORK, LB, ZHEJIANG CENTURY HUATONG, SHENZHEN ENVICOOL TECHNOLOGY, Tigermed, Wuxi Lead Intelligent, PHARMARON BEIJING, MAXSCEND MICROELECTRONICS, HUALI INDUSTRIAL, RUIJIE NETWORKS, SHENZHEN LONGSYS ELECTRONICS, CHINA SPACESAT, BEIJING TIANTAN BIOLOGICAL PRODUCTS, HAINAN AIRLINES, JIANGSU EXPRESSWAY, XIAMEN TUNGSTEN, HONGTA SECURITIES, Qingdao Port, SHANGHAI ELECTRIC, CHINA OILFIELD SERVICES, GONEO, PIOTECH, BEIJING ROBOROCK TECHNOLOGY, SHENGYI ELECTRONICS, ZHUZHOU CRRC TIMES ELECTRIC, VeriSilicon

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