Abstract: We analyzed the STAR Market eligible universe ahead of the CSI STAR50 May 2026 index review, with a data cut-off of 30 April 2026 and rebalance effective 15 June 2026. Our screen ranked constituents by 12-month average daily total A-share market cap (MV12) and applied eligibility filters that excluded 33 names, producing two high-conviction ADD candidates, one borderline ADD, one high-conviction DELETE, and two borderline DELETEs. On the ADD side, Yuanjie Semiconductor (688498 CH, MV12 CNY 46.6 bn, rank 27) and Dosilicon (688110 CH, MV12 CNY 41.1 bn, rank 35) are high conviction, while Raytron Technology (688002 CH, MV12 CNY 39.5 bn, rank 38) sits at the entry boundary with low conviction. On the DELETE side, MGI Tech (688114 CH, MV12 CNY 27.0 bn, rank 76) is high conviction, while Xiamen Amoytop Biotech (688278 CH, rank 65) and Sany Renewable Energy (688349 CH, rank 63) are borderline, with committee discretion the key variable. Our model carries 77.8% ADD accuracy and 100% DELETE accuracy across the four 2025 review cycles.
RAYTRON TECHNOLOGY, DOSILICON, MGI TECH, ZHUZHOU CRRC TIMES ELECTRIC, XIAMEN AMOYTOP BIOTECH, SANY RENEWABLE ENERGY, YUANJIE SEMI, GEOVIS TECHNOLOGY
Interested in the full report? Get in touch with our team.