Daily Report on Hong Kong-Listed LLM Concept Stocks (June 30, 2026)

Stock Code

Stock Name

Latest Price (HKD)

Change

02513.HK

KNOWLEDGE ATLAS

2,104.00

7.29%

09888.HK

BIDU-SW

109.6

5.08%

00700.HK

TENCENT

429.8

2.28%

03317.HK

XUNCE

121.8

2.01%

01024.HK

KUAISHOU-W

41.6

1.46%

03690.HK

MEITUAN-W

68.5

1.26%

00020.HK

SENSETIME-W

1.34

0.00%

09988.HK

BABA-W

92.85

-0.16%

00100.HK

MINIMAX-W

417

-2.89%

02718.HK

MININGLAMP-W

207.4

-6.32%

Stock Name

Stock Code

Market Position

LLM Products & Business Profile

KNOWLEDGE ATLAS

02513.HK

A leading player in China's independent LLM sector

Knowledge Atlas Technology Joint Stock Company Limited (02513.HK; commercially known as Zhipu AI) is a leading player in China's independent large language model (LLM) sector (recognized for its capabilities and market position by Frost & Sullivan). The company has released its next-generation flagship model, GLM-5.2, achieving open-source State-of-the-Art (SOTA) performance in coding and agentic capabilities. It has also open-sourced the multimodal image generation model GLM-Image in collaboration with Huawei. Focusing on novel model architecture design, generalized reinforcement learning paradigms, and autonomous model evolution, its business layout closely aligns with the trend of enterprise-level AI productivity transformation.

MINIMAX-W

00100.HK

A top-tier player dedicated to omni-modal Artificial General Intelligence (AGI)

The company continuously iterates its video generation model matrix and has partnered with mainstream domestic and overseas chip manufacturers and inference platforms to complete underlying adaptations. The total monthly active users (MAU) of its B2C and B2B LLM applications, along with multimodal API call volumes, maintain rapid growth, further broadening its computing power ecological layout.

MININGLAMP-W

02718.HK

LLM concept stock, dubbed the "First Agentic AI Stock in Hong Kong"

Its self-developed model cluster includes the DeepMiner LLM product line (underlying engine), models such as Mano/Cito, and the Cider inference acceleration framework. These are all interconnected by the Octo platform layer to serve as a human-Agent collaboration hub, ultimately delivered in the form of Agentic Services to empower the implementation of decision-making agents in industries like marketing and mass consumption. The company bypasses the "Scaling Up" route of monolithic LLMs, opting instead for a "Scaling Out" approach through the collaboration of multiple specialized small models, achieving precision that surpasses general models in vertical scenarios. Its core moats lie in granular scenario data, specialized models, and continuous learning, culminating in an open-source, privately deployable, and white-box auditable Private AI infrastructure.

MININGLAMP-W

02718.HK

LLM concept stock, dubbed the "First Agentic AI Stock in Hong Kong"

Its self-developed model cluster includes the DeepMiner LLM product line (underlying engine), models such as Mano/Cito, and the Cider inference acceleration framework. These are all interconnected by the Octo platform layer to serve as a human-Agent collaboration hub, ultimately delivered in the form of Agentic Services to empower the implementation of decision-making agents in industries like marketing and mass consumption. The company bypasses the "Scaling Up" route of monolithic LLMs, opting instead for a "Scaling Out" approach through the collaboration of multiple specialized small models, achieving precision that surpasses general models in vertical scenarios. Its core moats lie in granular scenario data, specialized models, and continuous learning, culminating in an open-source, privately deployable, and white-box auditable Private AI infrastructure.

XUNCE

03317.HK

A leading data infrastructure provider for financial asset management in China

Recognized by the market as the "First Token Stock." The company continues to deepen the integration of LLMs into the core business workflows of financial asset management, reconstructing investment research, trading, and risk control pipelines through underlying data governance and AI technologies. Its underlying structured data cleaning capabilities closely align with the digital transformation of financial institutions and the compliant implementation trends of LLMs.

MEITUAN-W

03690.HK

An AI technology pioneer in the local lifestyle services sector

Its AI-native community "Miyou" has validated its practical value in physical operational scenarios, helping catering brands improve operational efficiency. The company continues to optimize search, recommendation, and dispatch algorithms within the local lifestyle ecosystem using its self-developed LLM capabilities. By introducing AI agent technologies into intelligent customer service, merchant marketing assistants, and on-demand delivery route planning, it remains committed to enhancing bilateral operational efficiency and refined management levels.