Abstract: We screen the Hong Kong-listed mainland stocks ahead of the HSCEI August 2026 review.
The screen produces one ADD and one DELETE, and the DELETE fires only if the ADD lands.
We note that the committee skipped the same ADD candidate last review but re-iterate our call.
CHINA SHENHUA (1088 HK)CSPC Pharma (1093 HK)CHINA RESOURCES LAND (1109 HK)SINO BIOPHARMACEUTICAL (1177 HK)HUA HONG SEMI (1347 HK)J&T EXPRESS (1519 HK)PSBC (1658 HK)SENSETIME (20 HK)LI AUTO (2015 HK)ZTO EXPRESS (2057 HK)WUXI BIOLOGICS (2269 HK)SHENZHOU INTERNATIONAL (2313 HK)PICC P&C (2328 HK)Sunny Optical (2382 HK)KE (2423 HK)CPIC (2601 HK)CITIC (267 HK)ENN ENERGY (2688 HK)BANKCOMM (3328 HK)HANSOH PHARMACEUTICAL (3692 HK)CATL (3750 HK)SINOPEC (386 HK)CMOC (3993 HK)BEONE MEDICINES LTD-H (6160 HK)LAOPU GOLD (6181 HK)JD Health (6618 HK)HAIER SMARTHOME (6690 HK)COLI (688 HK)CHINA TELECOM (728 HK)China Unicom (762 HK)SINO LAND (83 HK)CHINA RESOURCES POWER (836 HK)HORIZONROBOT (9660 HK)XPENG (9868 HK)LENOVO (992 HK)AKESO (9926 HK)CITIC BANK (998 HK)YUM CHINA (9987 HK)
Highlighted Stocks
CHINA SHENHUA, CSPC Pharma, CHINA RESOURCES LAND, SINO BIOPHARMACEUTICAL, HUA HONG SEMI, J&T EXPRESS, PSBC, SENSETIME, LI AUTO, ZTO EXPRESS, WUXI BIOLOGICS, SHENZHOU INTERNATIONAL, PICC P&C, Sunny Optical, KE, CPIC, CITIC, ENN ENERGY, BANKCOMM, HANSOH PHARMACEUTICAL, CATL, SINOPEC, CMOC, BEONE MEDICINES LTD-H, LAOPU GOLD, JD Health, HAIER SMARTHOME, COLI, CHINA TELECOM, China Unicom, SINO LAND, CHINA RESOURCES POWER, HORIZONROBOT, XPENG, LENOVO, AKESO, CITIC BANK, YUM CHINA
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