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In "Major Institutions," CICC lists the changes in capital for individual stocks with significant increases and decreases in weight from the quarterly rebalancing of the MSCI Chinese Index (Table).
CICC published a report stating that the MSCI Chinese Index announced the results of its May index review and constituent changes yesterday (14th), which will take effect after the market closes on May 30th: 6 new constituent stocks will be added, while 17 stocks will be removed. Specifically, 6 new constituent stocks will be included, with 5 being A-shares: Beijing Enlight Media (300251.SZ), Baillie Gifford (688506.SH), Verisilicon Microelectronics (Shanghai) Co., Ltd. (688521.SH), Haisco Pharmaceutical Group (002653.SZ), and APT Medical Inc. (688617.SH), along with 1 Hong Kong stock which is CQRC BANK (03618.HK).
Hong Kong Stock Concept Tracking | US shipping is entering a super peak season, Goldman Sachs predicts that China's exports will explode in the next 90 days (includes concept stocks).
There is a "cabin rush" in the US shipping industry, and freight rates may continue to rise in the short term.
The USA has significantly reduced the tariff rates on small packages, and the shipping capacity on the lines is approaching full capacity.
The tariff rate for small packages has been significantly reduced.
[Hot Industry] The 90-day window for China-U.S. tariff adjustments has opened, and the shipping market may see a "rise in both volume and price."
Jinwu Financial News | According to CCTV News, starting from May 14 at 12:01, our country will implement adjustments to the tariff measures on imported Commodities originating from the USA. The relevant matters are: 1. Adjusting the additional tariff rate as stipulated in the "Announcement of the State Council Tariff Commission on the Additional Tariffs on Imported Commodities Originating from the USA" (Tariff Commission Announcement No. 4 of 2025), adjusting from 34% to 10%, and suspending the implementation of the additional tariff rate on the USA of 24% for 90 days. 2. Stopping the implementation of the "Announcement of the State Council Tariff Commission on Adjusting the Additional Tariff Measures on Imported Commodities Originating from the USA" (Tariff
Quick look at the Hong Kong market | All three major indices in Hong Kong rose, with the Hang Seng Index increasing by 2.30% and the tech index rising by 2.13%; Digital Health stocks all went up, with JD HEALTH increasing by 5.13%.
The three major indices of the Hong Kong stock market are all up, and Network Technology stocks are rising across the board;
Hong Kong stock movement | COSCO SHIP ENGY (01138) rose over 5% in the afternoon as OPEC+ accelerated production increases, which is directly Bullish for Crude Oil Product Transportation demand.
COSCO SHIP ENGY (01138) rose over 5% in the afternoon, and as of the time of publication, it increased by 4.79%, reporting at 6.35 Hong Kong dollars, with a transaction amount of 0.168 billion Hong Kong dollars.