Zhitong Finance App learned that on August 21, 2026, Hang Seng Index Company announced the results of the Hang Seng Index series of quarterly reviews up to June 30, 2026. Among them, Shougang Langze (02553) was included in the Hang Seng Composite Index. Changes in the Hang Seng Composite Index will be implemented after the market closes on September 4 (Friday) and will take effect on September 7 (Monday). At that time, the Shanghai and Shenzhen Stock Exchange will adjust the scope of investment targets of Hong Kong Stock Connect accordingly. Shougang Langze is likely to be transferred to Hong Kong Stock Connect because it meets a range of standards including market value and liquidity.
CITIC Securities recently released a research report stating that it covered Shougang Langze for the first time and gave it a “buy” rating. The target price was as high as HK$44. Compared with HK$26.38 when the research report was published, there is still room for 66.79% increase. As new projects are gradually put into operation, the company's revenue for 2026-2028 is expected to be 6.57/8.60/1,546 billion yuan, respectively. As an AI synthetic biotechnology CCUS specialist and new leader, the company is pressured by gas sources and ethanol price disturbances in the short term; however, as the product matures and the production capacity of the four major bases continues to be restored, the company relied on park gas supply projects to ease gas source restrictions, open up incremental technology licensing models, superimpose generation 1 and 2 core technology updates and iterations, and policy dividends. Many new business pipelines such as SAF, green polyethylene, and bioactive peptides are progressing simultaneously, and there is plenty of room for development in the medium to long term.