On December 18, Hang Seng Indexes Company announced the launch of the Hang Seng Stock Connect Electronics Theme Index. This index tracks the performance of Hong Kong-listed companies engaged in electronics sectors, including semiconductors, basic electronic components, telecommunications equipment, IT hardware, and audio/video devices.
The index comprises 40 fixed constituents representing the largest market-cap stocks in the sector, with semi-annual reviews and quarterly weight adjustments. It aims to highlight the electronics segment within the Stock Connect market, capturing price movements of tech hardware and electronic manufacturing firms.
The index serves as a benchmark for passive investment products like index funds and ETFs while providing investors with cross-market exposure to electronic assets. It facilitates global portfolio diversification in electronics and identifies unique opportunities in Hong Kong's electronics sector, offering mainland investors a focused analytical tool.
Key constituents include TCL Electronics, Skyworth Group,