Event-Driven

CSI 300 May 2026 Index Review Forecast

18 May 2026 By Ke Yan, CFA
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Abstract: We screened the CSI 300 eligible universe ahead of the Jun 2026 semi-annual rebalance. ADDs: we expect 4 High Conviction ADDs, 6 Mid Conviction ADDs, and 3 Low Conviction ADDs. We also flag 2 Skip ADDs due to CG/CSRC issues. DELETEs: we expect 8 Likely DELETEs, 3 Borderline DELETEs, 4 Rank-Driven DELETEs, and 1 Potential Retain.

CHINA TUNGSTEN AND HIGHTECH MATERIALS (000657 CH) CHANGCHUN HIGH-TECH INDUSTRY (GROUP) (000661 CH) BEIJING NEW BUILDING MATERIALS PUBLIC LIMITED COMPANY (000786 CH) NEW HOPE LIUHE (000876 CH) SHANXI COKING COAL ENERGY (000983 CH) HUAGONG TECH (000988 CH) SHANGHAI RAAS BLOOD PRODUCTS (002252 CH) YANTAI JEREH OILFIELD SERVICES (002353 CH) SHANDONG HONTRON ALUMINUM INDUSTRY (002379 CH) JA SOLAR TECHNOLOGY (002459 CH) GIANT NETWORK (002558 CH) LB (002601 CH) SHENZHEN ENVICOOL TECHNOLOGY (002837 CH) Tigermed (300347 CH) Wuxi Lead Intelligent (300450 CH) PHARMARON BEIJING (300759 CH) MAXSCEND MICROELECTRONICS (300782 CH) SHENZHEN HAN'S CNC TECHNOLOGY (301200 CH) SHENZHEN LONGSYS ELECTRONICS (301308 CH) CHINA SPACESAT (600118 CH) BEIJING TIANTAN BIOLOGICAL PRODUCTS (600161 CH) HENGTONG OPTIC-ELECTRIC (600487 CH) GUANGDONG HEC TECHNOLOGY (600673 CH) HONGTA SECURITIES (601236 CH) GUOLIAN MINSHENG SECURITIES (601456 CH) CHINA OILFIELD SERVICES (601808 CH) CHINA SHIPBUILDING INDUSTRY (601989 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 (GROUP), BEIJING NEW BUILDING MATERIALS PUBLIC LIMITED COMPANY, NEW HOPE LIUHE, SHANXI COKING COAL ENERGY, HUAGONG TECH, SHANGHAI RAAS BLOOD PRODUCTS, YANTAI JEREH OILFIELD SERVICES, SHANDONG HONTRON ALUMINUM INDUSTRY, JA SOLAR TECHNOLOGY, GIANT NETWORK, LB, SHENZHEN ENVICOOL TECHNOLOGY, Tigermed, Wuxi Lead Intelligent, PHARMARON BEIJING, MAXSCEND MICROELECTRONICS, SHENZHEN HAN'S CNC TECHNOLOGY, SHENZHEN LONGSYS ELECTRONICS, CHINA SPACESAT, BEIJING TIANTAN BIOLOGICAL PRODUCTS, HENGTONG OPTIC-ELECTRIC, GUANGDONG HEC TECHNOLOGY, HONGTA SECURITIES, GUOLIAN MINSHENG SECURITIES, CHINA OILFIELD SERVICES, CHINA SHIPBUILDING INDUSTRY, PIOTECH, BEIJING ROBOROCK TECHNOLOGY, SHENGYI ELECTRONICS, ZHUZHOU CRRC TIMES ELECTRIC, VeriSilicon

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