Event-Driven

HS TECH Index Consultation: Rules and Beneficiary Analysis

12 Aug 2026 By Ke Yan, CFA
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Abstract: We review the proposed HS TECH rule changes and screen an early beneficiary list for the December 2026 rebalance. Our screening returns 20 ADD candidates, 10 based on market value and 10 based on revenue growth. We expect all 30 current constituents are retained, and ten ADD candidates await theme review under the expanded sub-theme list.

LDROBOT (1236 HK) DEEPEXI TECH (1384 HK) AAC TECHNOLOGIES (2018 HK) XTALPI (2228 HK) SHENZHEN DOBOT (2432 HK) VGT (2476 HK) HESAI (2525 HK) Black Sesame (2533 HK) MARKETINGFORCE MANAGEMENT (2556 HK) INNOSCIENCE (SUZHOU) TECHNOLOGY (2577 HK) GEEKPLUS (2590 HK) CAOCAO (2643 HK) Kingdee (268 HK) BLOKS (325 HK) ASMPT (522 HK) FIT HON TENG (6088 HK) SIGENERGY (6656 HK) JF SMARTINVEST (9636 HK) GDS (9698 HK) UBTECH ROBOTICS (9880 HK)

Highlighted Stocks

LDROBOT, DEEPEXI TECH, AAC TECHNOLOGIES, XTALPI, SHENZHEN DOBOT, VGT, HESAI, Black Sesame, MARKETINGFORCE MANAGEMENT, INNOSCIENCE (SUZHOU) TECHNOLOGY, GEEKPLUS, CAOCAO, Kingdee, BLOKS, ASMPT, FIT HON TENG, SIGENERGY, JF SMARTINVEST, GDS, UBTECH ROBOTICS

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