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A-share MLCC concept stocks rose in the afternoon, with Guizhou Platinum Industry hitting the daily limit, and Dongcai Technology, Boqian New Materials, and China Power Port all rising sharply.

2026-08-17

A-share MLCC concept stocks rose in the afternoon, with Guizhou Platinum Industry hitting the daily limit, and Dongcai Technology, Boqian New Materials, and China Power Port all rising sharply.

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2026-08-16

CITIC Securities notes that on Aug. 10, 2026 Hang Seng Indexes Company consulted on a proposed methodology overhaul for the Hang Seng Tech Index. Key changes: expand thematic coverage by removing the prior industry-classification requirement, revise

CITIC Securities notes that on Aug. 10, 2026 Hang Seng Indexes Company consulted on a proposed methodology overhaul for the Hang Seng Tech Index. Key changes: expand thematic coverage by removing the prior industry-classification requirement, revise six tech themes and increase sub-themes from 16 to 24; introduce a grouped selection mechanism and widen the selection universe to Constituents of the Hang Seng Composite LargeMidCap Index. Constituents would rise from 30 to 50, with 40 selected by market-cap ranking and 10 by a revenue-growth group. CITIC estimates roughly 10 market-cap names (including CATL) and about 10 revenue-growth names could be added. Estimated passive inflows to newly included stocks total about HKD36.0 bln, split ~HKD28.5 bln to the market-cap group and ~HKD7.5 bln to the revenue-growth group. CITIC calls the adjustment a significant event and recommends focusing on potential inclusions for long candidates while monitoring deletion candidates for downside risk.
2026-08-17

Some Asian refiners have refused ARAMCO’s request to pick up September-loading crude at Yanbu after failing to find vessels willing to transit the risky Red Sea route, traders said. At least two refiners have asked ARAMCO to deliver their purchased c

Some Asian refiners have refused ARAMCO’s request to pick up September-loading crude at Yanbu after failing to find vessels willing to transit the risky Red Sea route, traders said. At least two refiners have asked ARAMCO to deliver their purchased cargoes to Sidi Kerir near Port Said on the Mediterranean instead; the cargoes were due for September under long-term contracts. At least one refiner may forgo its September allocation because rerouting from Sidi Kerir around Africa to Asia would raise transport costs. Traders said some Saudi barrels were already diverted to Sidi Kerir before ARAMCO published its September sales plan. As part of next month’s allocations, ARAMCO has asked some Japanese and Korean refiners to take deliveries at the Egyptian port, while most Indian refineries remain assigned to pick up at Yanbu.
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