Index Rebalance

HSCI / HK Connect Sep 2026 Rebalance Forecast

21 Jul 2026 By Ke Yan, CFA
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Abstract: We screen HK stocks ahead of the HSCI September 2026 half-yearly review, with 44 ADD candidates and 26 DELETE candidates. ADD candidates are mostly new listings and prior constituents, including seven A+H names already in Connect. DELETE candidates include 21 MV DELETEs, three retention-line borderline names, and two velocity cases.

HUAYAN ROBOTICS (1021 HK) YUEXIUTRANSPORT (1052 HK) DONGFANG ELEC (1072 HK) HARBIN ELECTRIC (1133 HK) LDROBOT (1236 HK) IMPRO PRECISION (1286 HK) BRETON (1333 HK) SHANGHAI FUDAN (1385 HK) GBA AI COMP (1396 HK) NISSIN FOODS (1475 HK) CHINA RE (1508 HK) UISEE TECH (1511 HK) STAR SPORTS MED (1609 HK) TSUGAMI CHINA (1651 HK) ASCLETIS (1672 HK) JS GLOBAL LIFE (1691 HK) K. WAH INT'L (173 HK) TIANLI INT HLDG (1773 HK) LONGBIO (1779 HK) AK MEDICAL (1789 HK) CHINA XLX FERT (1866 HK) JXR (1951 HK) HBM (2142 HK) YIDU TECH (2158 HK) MICROPORT NEURO (2172 HK) GOLDWIND (2208 HK) LYGEND RESOURCE (2245 HK) ABBISKO (2256 HK) KEYTOP PARKING (2272 HK) GUSHENGTANG (2273 HK) SCIENTECH (2291 HK) MICOT PHARMA (2335 HK) TYK MEDICINES (2410 HK) MINIEYE (2431 HK) VGT (2476 HK) XUNFEIHEALTH (2506 HK) HESAI (2525 HK) DIAGENS (2526 HK) SHOUGANG LANZA (2553 HK) SYNAGISTICS (2562 HK) REFIRE (2570 HK) GUOFUHEE (2582 HK) HEALTHYWAY (2587 HK) AUNTEA JENNY (2589 HK) CSTONE PHARMA (2616 HK) NEW VISION (2632 HK) SEYOND (2665 HK) YUNJI (2670 HK) HENLIUS (2696 HK) MUYUAN FOODS GROUP CO LTD-H (2714 HK) DEEPZERO (2723 HK) EPIWORLD (2726 HK) GALAXIS TECH (2729 HK) GPIXEL (3277 HK) VIEWTRIX TECH (3310 HK) FS.COM (3355 HK) CREALITY (3388 HK) TONGGUAN GOLD (340 HK) TONGRENTANGCM (3613 HK) FOURSEMI (3625 HK) HANKING GOLD (3788 HK) BQD (3866 HK) CHINA CRSC (3969 HK) GIGADEVICE (3986 HK) COSCO SHIP INTL (517 HK) AXERA (600 HK) IFBH (6603 HK) GLOBAL NEW MAT (6616 HK) EXTREME VISION (6636 HK) SIGENERGY (6656 HK) LIULIUMEI (6658 HK) MANYCORE TECH (68 HK) MONTAGE TECH (6809 HK) SUNMI TECH (6810 HK) TENNOR THERAP (6872 HK) SUNSHINE PHARMA (6887 HK) SF (6936 HK) RIBOLIFE (6938 HK) BOAN BIOTECH (6955 HK) IMPACT THERAP (7630 HK) TOPNC (7688 HK) MING YUAN CLOUD (909 HK) ALEBUND (9637 HK) TIANQI LITHIUM (9696 HK) ALPHAMAB (9966 HK) EASTROC (9980 HK)

Highlighted Stocks

HUAYAN ROBOTICS, YUEXIUTRANSPORT, DONGFANG ELEC, HARBIN ELECTRIC, LDROBOT, IMPRO PRECISION, BRETON, SHANGHAI FUDAN, GBA AI COMP, NISSIN FOODS, CHINA RE, UISEE TECH, STAR SPORTS MED, TSUGAMI CHINA, ASCLETIS, JS GLOBAL LIFE, K. WAH INT'L, TIANLI INT HLDG, LONGBIO, AK MEDICAL, CHINA XLX FERT, JXR, HBM, YIDU TECH, MICROPORT NEURO, GOLDWIND, LYGEND RESOURCE, ABBISKO, KEYTOP PARKING, GUSHENGTANG, SCIENTECH, MICOT PHARMA, TYK MEDICINES, MINIEYE, VGT, XUNFEIHEALTH, HESAI, DIAGENS, SHOUGANG LANZA, SYNAGISTICS, REFIRE, GUOFUHEE, HEALTHYWAY, AUNTEA JENNY, CSTONE PHARMA, NEW VISION, SEYOND, YUNJI, HENLIUS, MUYUAN FOODS GROUP CO LTD-H, DEEPZERO, EPIWORLD, GALAXIS TECH, GPIXEL, VIEWTRIX TECH, FS.COM, CREALITY, TONGGUAN GOLD, TONGRENTANGCM, FOURSEMI, HANKING GOLD, BQD, CHINA CRSC, GIGADEVICE, COSCO SHIP INTL, AXERA, IFBH, GLOBAL NEW MAT, EXTREME VISION, SIGENERGY, LIULIUMEI, MANYCORE TECH, MONTAGE TECH, SUNMI TECH, TENNOR THERAP, SUNSHINE PHARMA, SF, RIBOLIFE, BOAN BIOTECH, IMPACT THERAP, TOPNC, MING YUAN CLOUD, ALEBUND, TIANQI LITHIUM, ALPHAMAB, EASTROC

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