Abstract: We screen the STAR Market eligible universe ahead of the STAR50 Sep 2026 review. Four stocks stand out as high-conviction ADDs this cycle, all with clear rank cushions. We expect 3 high-conviction DELETEs and 2 mid-conviction DELETEs due to their proximity to the edge of DELETE zone.
CATHAY BIOTECH, AMLOGIC (SHANGHAI), DOSILICON, BEIJING ROBOROCK TECHNOLOGY, BEIJING YANDONG MICROELECTRONIC, AVIC (CHENGDU) UAS, EVERDISPLAY OPTRONICS (SHANGHAI), Bestechnic, APT MEDICAL, CIRCUIT FABOLOGY MICROELECTRONICS EQUIPMENT, BEIJING E-TOWN SEMICONDUCT, ARASHI VISION, Ninebot
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