On September 3, 2026, CMS (00867.HK) announced that its subsidiary Dermavon Holdings Limited had obtained NMPA approval and a drug registration certificate for ruxolitinib phosphate cream (Bailutuo) in mild-to-moderate atopic dermatitis, the product's second approved indication in China following vitiligo in January 2026. Phase III data showed 8-week IGA response of 63.0% versus 9.2% for placebo and EASI 75 response of 78.0% versus 15.4% (P<0.001); the product was in-licensed through a collaboration and license agreement with Incyte signed in December 2022.
On September 3, 2026, NIMBLE HOLDINGS (00186.HK) announced the signing of a construction service framework agreement under which the group may engage a connected contractor for engineering and related services until March 31, 2029, subject to approval by independent shareholders. Proposed annual caps for the years ending March 31, 2027, 2028 and 2029 are RMB 68 million, RMB 134 million and RMB 177 million, respectively, with transactions under the existing construction contract aggregated; Mr. Tan and his associates holding approximately 73.85% of the shares will abstain from voting, and the circular is expected on or around September 15, 2026.
On 3 September 2026, CMS (00867.HK) announced that its subsidiary Deme Medical's ruxolitinib cream Baicor has been approved by the NMPA for mild-to-moderate atopic dermatitis (registration certificate received on 3 September), marking its second indication after vitiligo.
On September 3, Hong Kong stocks opened higher but closed lower, with the Hang Seng Index down 0.39% to 25,213.31 points and the Hang Seng TECH Index down 1.08%, on turnover of HKD 199.38 billion. Innovative drug plays surged, with HUTCHMED (00013) rising 14.32% on a licensing collaboration with GSK worth more than USD 1.4 billion in total; SBP GROUP rose 6.27%. Non-ferrous metals including gold rallied against the trend while internet stocks closed lower across the board. Southbound capital recorded net purchases of HKD 3.395 billion. Baidu completed its dual primary listing and could be included in Stock Connect as early as September 7; Moonshot AI reportedly filed confidentially; SHEIN-W will be included in the Hang Seng Composite Index on September 15, with its shares hitting a fresh low. MINIMAX-W rose 3.6%, up more than 20% this week.
NewTimeSpace (newtimespace.com) reported that on September 3, 2026,the Hang Seng Index fell 0.39%, the Hang Seng TECH Index fell 1.08%, and the Hang Seng China Enterprises Index fell 0.77%. The Hang Seng Index's full-day turnover was HK$199.4 billion, Southbound funds recorded a net inflow of HK$3.395 billion.
On 3 September 2026, SINOPEC SSC (01033.HK) announced that Mr. Wu Bozhi has resigned as chairman, legal representative, executive director and chairman of the Strategy Committee due to work adjustments, effective the same date; the resignation has not caused the Board to fall below the quorum, and general manager Mr. Zhang Jiankuo will perform the duties of legal representative until a new chairman is elected.
On 3 September 2026, ALLAN INT'L (00684.HK) announced that its public float of 24.04% remains below the 25% level required under the Listing Rules, with the restoration deadline expected to be extended by a further six months from the announcement date to March 2027; the Company is considering alternatives other than disposals by connected persons and a share scheme, and will continue to publish monthly updates.
On 3 September 2026, CIPRUN TECH (01020.HK) announced the appointment of Mr. Li Fushan as a non-executive director with effect from the same date for a term of two years; Mr. Li has over 20 years of experience in intellectual property management, previously serving at Tencent Holdings and Skyworth Group, and is currently the legal representative of Guangdong Zhicheng Intellectual Property Research Institute.
On September 3, 2026, gold miner and Taiwan/Japan ETFs led the gains in the HK shares ETFs market. E Fund (HK) Solactive Global Gold Miner Select Index ETF (2824.HK) rose 3.98%, and iShares Core MSCI Taiwan Index ETF (3074.HK) advanced 3.24%; ICBC UBS KraneShares KWEB CSI China Internet ETF (3102.HK) fell 1.59%, while Hang Seng TECH and high-dividend yield ETFs pulled back moderately. NewTimeSpace monitoring shows an evident rotation pattern in which gold and regional markets strengthened while Hang Seng TECH came under pressure.
NewTimeSpace (newtimespace.com) News, on September 3, 2026, the chip theme weakened amid volatility while ASMPT (00522.HK) strengthened against the trend. As of 13:46, the stock was quoted at HKD 161.600, up 2.67%.
NewTimeSpace (newtimespace.com) News, on September 3, 2026, the robot theme rose amid volatility while XIAOMI-W (01810.HK) weakened. As of 13:33, the stock was quoted at HKD 27.320, down 2.64%.
On 3 September 2026, HUTCHMED (00013.HK) announced that its subsidiary has entered into an exclusive licence agreement with GSK for the global rights (excluding Greater China) to HMPL-A830, a first-in-class KRAS-EGFR antibody-targeted conjugate, involving an upfront payment of USD 110 million and milestone payments of up to USD 1.295 billion; HUTCHMED retains Greater China rights and will lead the global Phase I development, expected to commence in the second half of 2026.
CENTURY GP INTL (02113.HK) plans to issue in total 160.95 million shares by subscription, with estimated net proceeds of HKD 43.3 million.
On 3 September 2026, IMPACT THERAP-B (07630.HK) announced that executive director and CEO Dr. Cai Suixiong purchased 100,000 shares on the open market at an average price of approximately HKD 14.6105 per share (approximately 0.035% of the issued shares), raising his holding to 18,540,884 shares, approximately 6.564%; Dr. Cai did not rule out further increases.
On 2 September 2026, CH BIOTECH SER (08037.HK) announced that its Penbo (Hainan) BNCT Hospital has entered into a framework cooperation agreement with Oncare Cancer Centre of Hong Kong to establish cross-border oncology cooperation under an "overseas assessment, domestic treatment, overseas follow-up" model; the Hospital operates in the Boao Lecheng pilot zone, and the first 10 head and neck cancer patients achieved an overall response rate of 80%.
On 2 September 2026, HATCHER GROUP (08365.HK) provided an update on its low-altitude economy investment: Hong Kong Cross-border signed a strategic investment LOI with Pengcheng Linghang for Greater Bay Area cross-border drone logistics cooperation, under which Pengcheng Linghang committed to purchase 2,000 drones and lead financing of no less than RMB 2 billion; the Company's stake in Hong Kong Cross-border has been reduced from 51% to 15%, and the LOI is not legally binding.
