Pre-Market News Highlights for A-Share Market (2026-05-13)
Mini Program: Pre-Market News Highlights for A-Share Market 1. MSCI China Index Adjustment: 22 New Inclusions MSCI (Morgan Stanley Capital International), an international index compiler, announced the results of its quarterly index review for May 2026. The adjustments will take effect after the market close on May 29. Notably, the MSCI China Index has added 22 new stocks, including Guangku Technology, Changfei Optical Fiber, and Shengke Communications. Meanwhile, NetEase Cloud Music, O-Film Tech, Goodix Technology, Meitu, and Gongniu Group are among the 24 stocks removed from the index. 2. Foreign Investors Increase Holdings in Chinese Assets, with Rising Equity Values.
Suspected of violations and illegal activities related to information disclosure on shareholding changes! The actual controller of a 40 billion CRO leading company has been investigated by the CSRC | Post-market announcement highlights
Vanke A: Shenzhen Metro Group provides the company with a RMB 2.5 billion shareholder loan facility, and the company signs a supplementary agreement for the RMB 22 billion shareholder loan.
The daily online signing volume of second-hand housing transactions in Shanghai has reached a new high in five years, and the fundamentals of the real estate industry may continue to improve.
①Data from the official website of Shanghai Real Estate Trading Center, 'Online Real Estate,' showed that on May 10 (Sunday), a total of 1,664 second-hand housing units (including commercial properties) were transacted online in a single day in Shanghai, breaking the five-year single-day online transaction record for the second time in a month. ②Looking ahead, He Miannan of Everbright Securities believes that leading central and state-owned enterprises with obvious credit advantages will continue to benefit from the industry's supply-side deleveraging and optimization of competitive structure, driving performance stabilization and recovery.
Vanke Advances Executive Compensation Reform: Sets Performance Ratio at No Less Than 50%, Introduces First-Ever Payment Suspension and Clawback Mechanisms
① Vanke has made significant adjustments to the compensation structure for its senior executives; ② The most market-focused adjustment pertains to performance-based compensation, with the performance-related portion of remuneration for Vanke's directors and senior management原则上 constituting no less than 50% of the total amount of their base salary and performance-based pay.
JPMorgan: Green shoots have emerged in mainland real estate stocks, with potential to replicate Hong Kong's property market recovery.
JPMorgan compared the current market conditions of mainland real estate stocks to the "green shoot" starting point of Hong Kong-listed real estate in April 2025—when Hong Kong-listed real estate subsequently surged by 84%. Mainland real estate is still in the early rebound phase of the "green shoot," with approximately 20% upside potential remaining. This round of market performance is state-owned enterprise-led and fundamentally driven, making it more "authentic." On the same day, HSBC also raised its target price for China Resources Land to HKD 43.80. Both institutions believe that it is not too late to enter the market now.
Shanghai's second-hand home online signing volume in April hits a 10-year high for the same period; the real estate sector may see structural recovery.
①Including Suzhou, which announced eleven measures on May 2 to further stabilize and promote the healthy development of the real estate market, multiple regions such as Shenzhen, Guangzhou, Tianjin, and Wuhan have introduced new policies aimed at stabilizing the property market. ②Data shows that in April, the cumulative online signing volume of second-hand homes in Shanghai reached 28,742 units, hitting a ten-year high for the same period, continuing the warming trend since the beginning of the year.