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, 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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