Key Takeaways
The Shenzhen Stock Exchange has implemented its latest adjustments to the list of securities eligible for the Southbound Stock Connect program, impacting which Hong Kong-listed stocks are accessible to mainland Chinese investors. The changes, effective March 9, 2026, have created divergent outcomes for the included and excluded companies.
- Key Additions: Bank of East Asia (00023.HK) and Montage Technology (06809.HK) are now eligible for purchase by mainland investors, potentially increasing their liquidity.
- Notable Removals: Shui On Land (00272.HK) and Sunac Services (01516.HK) have been dropped from the list, risking a reduction in their trading volume and investor base.
- Immediate Market Reaction: Newly included stocks saw mixed performance, with biotechnology firm CARSGEN-B (02171.HK) gaining nearly 15% while others fluctuated.
