Index Rebalance

STAR50 Jun 2026 Index Rebalance: Post-Announcement Positioning

31 May 2026 By Ke Yan, CFA
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Abstract: CSI announced four ADDs and four DELETEs for the STAR50 Jun 2026 review, effective 15 Jun 2026. Our forecast hit one ADD and three DELETEs. We reviewed our HITs and MISSes. The ADD miss came from one near-zone name and two fast-entry AI-chip names; stock-level positioning now drives whether to chase or fade.

RAYTRON TECHNOLOGY (688002 CH) DOSILICON (688110 CH) MGI TECH (688114 CH) SHENGYI ELECTRONICS (688183 CH) SICC (688234 CH) XIAMEN AMOYTOP BIOTECH (688278 CH) HUA HONG SEMICONDUCTOR (688347 CH) SANY RENEWABLE ENERGY (688349 CH) YUANJIE SEMI (688498 CH) MOORE THREADS TECHNOLOGY (688795 CH) METAX INTEGRATED CIRCUITS (688802 CH) SICC IT (SICC IT)

Highlighted Stocks

RAYTRON TECHNOLOGY, DOSILICON, MGI TECH, SHENGYI ELECTRONICS, SICC, XIAMEN AMOYTOP BIOTECH, HUA HONG SEMICONDUCTOR, SANY RENEWABLE ENERGY, YUANJIE SEMI, MOORE THREADS TECHNOLOGY, METAX INTEGRATED CIRCUITS, SICC IT

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