Abstract: The September 2026 HSCI review adds 53 names to southbound Connect, 49 new and 4 returning, and removes 15, all effective 7 Sep 2026. The announced list ran wider than our forecast. 33 of our 36 ADD calls and 14 of 25 DELETE calls were announced, plus 20 ADDs we did not call. Current ADDs rose into the announcement and DELETEs fell. Historically, ADD-NEWs outperformed ADD-REJOINs over the bridge, while DELETEs fell further after announcement.
HUAYAN ROBOTICS, DONGFANG ELEC, HARBIN ELECTRIC, CREALIGHTS, LDROBOT, IMPRO PRECISION, SHANGHAI FUDAN, HQVT, GBA AI COMP, STAR SHINE HLDG, NISSIN FOODS, UISEE TECH, STAR SPORTS MED, TSUGAMI CHINA, ASCLETIS, JS GLOBAL LIFE, TIANLI INT HLDG, LONGBIO, CHINA XLX FERT, XIZHI TECH-P, WENGE AI, BOSS ZHIPIN, HBM, YIDU TECH, JINHAI MED TECH, HAICHANG HLDG, KEYTOP PARKING, SCIENTECH, MICOT PHARMA, TYK MEDICINES, MINIEYE, VGT, HESAI, DIAGENS, SHOUGANG LANZA, SYNAGISTICS, REFIRE, GUOFUHEE, HEALTHYWAY, CSTONE PHARMA, NEW VISION, YUNJI, BAIGE DIGITAL, HENLIUS, TH MEDICAL, MUYUAN FOODS, DEEPZERO, EPIWORLD, GALAXIS TECH, GPIXEL, VIEWTRIX TECH, FS.COM, CREALITY, TONGGUAN GOLD, FOURSEMI, YUNFENG FIN, FAMEGLOW, GIGADEVICE, AXERA, SEER TECH, IFBH, EXTREME VISION, SIGENERGY, LIULIUMEI, SENASIC, XUNLONG SCITECH, MANYCORE TECH, MONTAGE TECH, SUNMI TECH, TENNOR THERAP, SUNSHINE PHARMA, RIBOLIFE, BOAN BIOTECH, IMPACT THERAP, METIS TECHBIO-P, TOPNC, SDMC, MING YUAN CLOUD, ALEBUND
Interested in the full report? Get in touch with our team.