Shenzhen Stock Exchange and Shenzhen Securities Information Co., Ltd. jointly declared on August 6, 2012 to issue two thematic indices: SZSE Consumer 50 Index (Code: 399646, Abbreviation: SZSE Consumer 50) and SZSE Health Care 50 Index (Code: 399647, Abbreviation: SZSE Health Care 50). Both indices take December 31, 2004 as the base date, and 1000 points as base point.
According to the complication plan, the sampling scope for Consumer Thematic Index includes the listing companies in consumer discretionary industry and consumer staples industry; the sampling scope for Health Care thematic Index includes listing companies in medicine and health care industry and drug retail sub-industry. 50 A-share listing companies with strong representativeness and good liquidity are chosen respectively from related thematic markets for the sample stocks of SZSE Consumer 50 Index and SZSE Health Care 50 Index. In the process of calculation, the weight of every single sample stock will not exceed 10%。. The sample stocks for the indices will be adjusted in January and July every year.
As the data indicates, the two thematic indices have outstanding performance throughout the history. From the base day to the end of this June, the accumulated gain of SZSE Consumer 50 Index is 334%, and that of SZSE Health Care 50 Index is 400%, remarkably higher than that of SZSE Composite Index--being 192%.
Thematic index is further extension for the concept of thematic investment, facilitating the thematic investment with better operability and lower investment cost. The issue of SZSE Consumer 50 Index and SZSE Health Care 50 Index will be conductive to reflecting the overall performance of listed companies of different themes in Shenzhen Market, and thus will provide ampler choose for the index investment.