Beijing Stock Exchange 50 Index increased by over 1% intraday; institutions: The allocation value of high-quality assets on the Beijing Stock Exchange is improving.

After the Beijing Stock Exchange (BSE) experienced a sustained pullback since 2026, current valuations and liquidity have both entered relatively low-range areas. As of 10:24 on March 31, 2026, the BZS 50 Index (899050) surged strongly by 1.40%. Tairong Composite (920576) rose 15.19%, Wuxin Tunnel Equipment (920174) rose 7.32%, Xingtu Measurement and Control (920116) rose 6.88%, while individual stocks such as Wantong Hydraulics (920839) and Kaitie Shares (920978) also followed suit.

In terms of data, the returns of the BSE “two indices” have already fallen below those of the CSI 2000 and the Wind small-cap stock index. Using January 3, 2025 as the baseline, as of March 27, 2026, the return rates of BZS 50, BSE Innovation-Driven Specialized & Sophisticated New indices, CSI 2000, and Wind small-cap stock indices were 24.66%, 25.31%, 41.98%, and 85.81%, respectively.

The BZS 50 constituent index initiates a fund setup (A/C: 021687/021688). It closely tracks the underlying index (BZS 50 constituent index), aiming to minimize tracking deviation and tracking error. Under normal market conditions, it strives to keep the absolute value of the day-to-day tracking deviation between the fund’s net asset value growth rate and its performance benchmark within 0.35%, and the annual tracking error within 4%.

In addition, the number of companies listed on the BSE surpassed 300 as of March 2026, marking a further increase in market capacity and asset-carrying capability of the BSE. At the same time, the BSE’s coverage of innovative small and midsize enterprises continues to expand: as of the end of 2025, the manufacturing sector accounted for 82.29%, the information transmission, software, and information technology services industry accounted for 9.03%, the scientific research and technical services industry accounted for 3.82%. The sector continues to broaden its coverage in advanced manufacturing, technology innovation, and related industry-chain sub-segments.

As ongoing expansion progresses, the quality of new supply and market functions on the BSE improve in parallel. Nearly sixty percent of BSE-listed companies were selected for the national-level specialized, sophisticated, and “little giant” enterprise directory, and more than eighty percent were selected for the provincial/city-level specialized, sophisticated, and “little giant” enterprise directory. Companies within the sector as a whole exhibit strong characteristics of specialization, refinement, and distinctiveness. Under the 2025 performance express report caliber, BSE-listed companies on average achieved operating revenue of 731 million yuan, up 5.38% year over year; average net profit reached 43.3248 million yuan, and the overall profitability ratio reached 83.39%. Meanwhile, the total market value of the BSE as of the end of 2025 rose to 869.44B yuan, up more than 61% from the beginning of the year; shareholder return mechanisms such as dividends and share buybacks continue to be improved.

Dongguan Securities noted that the BSE is gradually shifting from early-stage broad valuation uplift to more evident structural differentiation, and the allocation value of quality assets is increasing. In 2025, the BSE’s full-year trading value reached 6.49 trillion yuan, with average daily trading value exceeding 32.9 billion yuan, up more than 131% from 2024, and market activity improved significantly. Looking ahead, investors may focus on underlying fundamentals that are steady, growth quality that is relatively better, industry directions that align, and assets that have some liquidity foundation—especially quality companies with strong profitability, competitive advantages in niche segments, and that are more likely to be included in indices, receive market-maker support, and have institutional coverage.

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