Abstract: MSCI China rebalance involved 33 ADDs and 32 DELETEs on 1 Sep 2026. We review the bridge to 31 Aug against the first implementation week record of nine prior cycles. ADDs gave back part of their pre-announcement run over the bridge, down 1.8% on average with 20 of 33 lower. DELETEs fell 5.9%, lower in 25 of 32. Historically, the first implementation week after a negative bridge has been small and mixed on both sides. We map each velocity group to its matching historical record below.
CCOOP, GUANDDONG FENGHUA ADVANCED TECHNOLOGY, CHANGCHUN HIGH-TECH INDUSTRY, HENGYI PETROCHEMICAL, HAN'S LASER TECHNOLOGY INDUSTRY, LEO, SHANDONG HONTRON ALUMINUM INDUSTRY, SHENZHEN FASTPRINT CIRCUIT TECH, JA SOLAR TECHNOLOGY, DAJIN HEAVY INDUSTRY, GOLDENMAX INTERNATIONAL, KINGBOARD HLDG, PONY, CHINA POWER INTERNATIONAL DEVELOPMENT, KNOWLEDGE ATLAS, Kingdee, CHONGQING ZHIFEI BIOLOGICAL PRODUCTS, MANGO EXCELLENT MEDIA, ANHUI TONGGUAN COPPER FOIL, JIUJIANG DEFU TECHNOLOGY, CHONGQING POLYCOMP INTERNATIONAL, GCL TECHNOLOGY, HAOHUA CHEMICAL SCIENCE & TECHNOLOGY, TONGKUN, NINGBO SANXING MEDICAL ELECTRIC, CHANGZHOU XINGYU AUTOMOTIVE LIGHTING SYSTEMS, GUANGDONG SONGFA CERAMICS, LEADER HARMONIOUS DRIVE SYSTEMS, KINGSEMI, PERIC SPECIAL GASES, BEIJING YANDONG MICROELECTRONIC, Xinjiang Daqo, NANYA NEW MATERIAL TECHNOLOGY, GUANGZHOU GUANGGANG GASES & ENERGY, GEOVIS TECHNOLOGY, TRINA SOLAR, PUYA SEMICONDUCTOR (SHANGHAI), XINYI SOLAR
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