Hong Kong stock concept tracking | Hang Seng Index quarterly constituent stock adjustment effective from today! ZHOU LIU FU (06168) and others included in the Hong Kong Stock Connect expected to attract funds.

On September 8th, before the market opened, the Shenzhen Stock Exchange announced the adjustment of the list of securities under the Shenzhen-Hong Kong Stock Connect, including the addition of ZHOU LIU FU (06168), ENVISION GREEN (01783), and others, which will take effect from September 8th. Recently, Hang Seng Index Company announced the review results of the Hang Seng Index Series for the second quarter of 2025. According to the inclusion rules of the Hong Kong Stock Connect, the Hang Seng Composite Index constituents is one of the main sources of stocks under the Hong Kong Stock Connect. Among them, ZHOU LIU FU, CHINA FOODS (00506), Jiangsu Hengrui Pharmaceuticals (01276) have been included in the Hang Seng Composite Index constituents, with constituent changes taking effect from September 8th (today). Analysts pointed out that companies included in the Connect are expected to attract more attention and favor from southbound funds, as well as increased passive funds such as index fund allocations, resulting in significantly improved short-term liquidity. From a medium to long-term perspective, the Hong Kong stock market is still widely seen as a "global value trap," with undervaluation providing investors with a good margin of safety and allocation opportunities. Continued inflows of southbound funds also confirm mainland investors' recognition of the investment value of Hong Kong stocks. This index adjustment may further boost confidence in relevant sectors and individual stocks. Related concept stocks: ZHOU LIU FU (06168): In the first half of this year, ZHOU LIU FU achieved revenue of 3.15 billion RMB, an increase of 5.2% year-on-year; net profit attributable to the parent company was 415 million RMB, an increase of 11.9% year-on-year. The company stated that with the continuous rise in gold prices in recent years, the company has also begun to explore more lightweight and fashionable product designs, using strategies such as IP joint names and combinations of gold and other materials accessories to enhance the composite attributes of products and brands, bringing higher customer stickiness, gross profit margins, and profitability. POP MART (09992): As a representative enterprise of trendy culture, POP MART has significantly increased its market value and liquidity since its listing, becoming an important representative of the new consumption sector in the index. ENVISION GREEN (01783): Recently, ENVISION GREEN Group (01783) officially launched the first demonstration line for power battery disposal in Rhode Island, marking the group's entry into a new stage in the field of circular economy in North America.