Index Rebalance

MSCI China Dec 2026 Index Rebalance Forecast

04 Nov 2026 By Ke Yan, CFA, FRM
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Abstract: We screen China stocks ahead of the MSCI China November 2026 Index Review, with 2 ADD and 36 DELETE candidates. Both ADD candidates are H shares listed in July 2026 by companies whose A shares are already constituents. The DELETE list splits into 14 names below our low retention cutoff estimates and 22 borderline names.

ZJ INNOLIGHT (3308 HK) LUXSHARE ICT (2475 HK) ZHONGJI INNOLIGHT (300308 CH) Luxshare Precision (002475 CH) CNBM (3323 HK) MAXSCEND MICROELECTRONICS (300782 CH) DAZHONG MINING (001203 CH) GANFENGLITHIUM (1772 HK) HOSHINE SILICON INDUSTRY (603260 CH) SUNWODA ELECTRONIC (300207 CH) SHANGHAI STONEHILL TECHNOLOGY (002195 CH) iSoftStone (301236 CH) HAINAN AIRPORT INFRASTRUCTURE (600515 CH) NEW HOPE LIUHE (000876 CH) SICHUAN HUAFENG TECHNOLOGY (688629 CH) JOULWATT TECHNOLOGY (688141 CH) WUHAN JINGCE ELECTRONIC (300567 CH) YADEA (1585 HK) GUOYUAN SECURITIES (000728 CH) CNGR ADVANCED MATERIAL (300919 CH) CHINA GREAT WALL SECURITIES (002939 CH) QUANTUMCTEK (688027 CH) BEIJING NEW BUILDING MATERIALS (000786 CH) CANMAX TECHNOLOGIES (300390 CH) CSI SOLAR (688472 CH) LONGFOR (960 HK) BOC INTERNATIONAL (CHINA) (601696 CH) NANTONG JIANGHAI CAPACITOR (002484 CH) WESTERN SUPERCONDUCTING TECHNOLOGIES (688122 CH) CHINA FEIHE (6186 HK) GUOBO ELECTRONICS (688375 CH) CHINA NATIONAL SOFTWARE & SERVICE (600536 CH) SINOMINE RESOURCE (002738 CH) ECOVACS ROBOTICS (603486 CH) MNSO (9896 HK) GIANT BIOGENE (2367 HK) SUZHOU EVERBRIGHT PHOTONICS (688048 CH) SICHUAN CHANGHONG ELECTRIC (600839 CH) HEBEI CHANGSHAN BIOCHEMICAL PHARMACEUTICAL (300255 CH) ZHUZHOU CRRC TIMES ELECTRIC (688187 CH)

Highlighted Stocks

ZJ INNOLIGHT, LUXSHARE ICT, ZHONGJI INNOLIGHT, Luxshare Precision, CNBM, MAXSCEND MICROELECTRONICS, DAZHONG MINING, GANFENGLITHIUM, HOSHINE SILICON INDUSTRY, SUNWODA ELECTRONIC, SHANGHAI STONEHILL TECHNOLOGY, iSoftStone, HAINAN AIRPORT INFRASTRUCTURE, NEW HOPE LIUHE, SICHUAN HUAFENG TECHNOLOGY, JOULWATT TECHNOLOGY, WUHAN JINGCE ELECTRONIC, YADEA, GUOYUAN SECURITIES, CNGR ADVANCED MATERIAL, CHINA GREAT WALL SECURITIES, QUANTUMCTEK, BEIJING NEW BUILDING MATERIALS, CANMAX TECHNOLOGIES, CSI SOLAR, LONGFOR, BOC INTERNATIONAL (CHINA), NANTONG JIANGHAI CAPACITOR, WESTERN SUPERCONDUCTING TECHNOLOGIES, CHINA FEIHE, GUOBO ELECTRONICS, CHINA NATIONAL SOFTWARE & SERVICE, SINOMINE RESOURCE, ECOVACS ROBOTICS, MNSO, GIANT BIOGENE, SUZHOU EVERBRIGHT PHOTONICS, SICHUAN CHANGHONG ELECTRIC, HEBEI CHANGSHAN BIOCHEMICAL PHARMACEUTICAL, ZHUZHOU CRRC TIMES ELECTRIC

About Index Rebalance Research

Research on index reviews and inclusion events across Asia Pacific, including MSCI, Hang Seng (HSI, HSCEI, HSCI), HS TECH, CSI 300, STAR50, NIFTY and Stock Connect changes. Coverage runs from rebalance forecasts through post-announcement positioning, pre-implementation updates and post-implementation reviews, using the price patterns of past events.

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