Hong Kong AI Concept Stock Daily (July 29, 2026)

NewTimeSpace · 2026/07/29 17:36 · By Xuran Lin

On July 29, 2026, Hong Kong's three major indices surged significantly. The Hang Seng Index rose 1.96%, the Hang Seng Tech Index gained 2.84%, and the Hang Seng China Enterprises Index advanced 2.22%. Total turnover on the Hang Seng Index reached HKD 312.2 billion, up markedly from the previous trading day. Southbound capital recorded a net outflow of HKD 5.589 billion.The autonomous driving sector strengthened across the board. The Ministry of Industry and Information Technology accelerated the drafting of the "15th Five-Year Plan" for intelligent connected vehicles. Xiaomi-W (01810.HK) rose nearly 9%, CiDi (03881.HK) gained nearly 6%, and Hesai-W (02525.HK) climbed over 6%.

I. Market Overview

Among AI concept stocks, the two major large-model players showed diverging performance: MINIMAX-W (00100.HK) rose nearly 8%, while Zhipu (02513.HK) turned from gains to losses. Tencent Holdings and Meituan-W, among other thematic stocks, advanced.

The autonomous driving sector strengthened across the board. The Ministry of Industry and Information Technology accelerated the drafting of the "15th Five-Year Plan" for intelligent connected vehicles. Xiaomi-W (01810.HK) rose nearly 9%, CiDi (03881.HK) gained nearly 6%, and Hesai-W (02525.HK) climbed over 6%.

The embodied intelligence segment was active, with automakers such as Li Auto, BYD, and XPENG intensively advancing humanoid robot deployments. UBTECH (09880.HK) edged up nearly 2%.

The AI chip sector continued to face pressure, as the global chip stock downtrend persisted. Tianshu Zhixin (09903.HK) plunged 13.50%, SMIC (00981.HK) fell 2.75%, and Biren Technology and GigaDevice were among the top decliners.

II. Market Performance of Representative AI Stocks

Stock Code	Company Name	Closing Price (HKD)	Change	Sector / Concept
01810.HK	XIAOMI-W	31.880	8.95	Embodied AI
00100.HK	MINIMAX-W	212.800	7.91	LLM
09660.HK	HORIZONROBOT-W	5.250	5.00	Autonomous Driving
00800.HK	WERIDE-W	15.350	4.85	Autonomous Driving
02026.HK	PONY-W	60.300	4.33	Autonomous Driving
00700.HK	TENCENT	466.400	4.29	LLM
02498.HK	ROBOSENSE	22.520	3.30	Autonomous Driving
03690.HK	MEITUAN-W	92.300	2.21	LLM
09880.HK	UBTECH ROBOTICS	81.500	1.75	Embodied AI
09988.HK	BABA-SW	113.600	1.43	LLM
09888.HK	BIDU-SW	103.000	1.38	LLM
01024.HK	KUAISHOU-W	42.800	1.09	LLM
02533.HK	BLACK SESAME	11.390	0.89	Autonomous Driving
02513.HK	Z.AI	1,033.000	-0.86	LLM
01347.HK	HUA HONG GRACE	136.800	-1.08	AI Chips
00981.HK	SMIC	67.200	-2.75	AI Chips
06809.HK	MONTAGETECH	269.600	-2.88	AI Chips
03986.HK	GIGADEVICE	436.600	-3.24	AI Chips
06082.HK	BIRENTECH	29.600	-4.27	AI Chips
09903.HK	ILUVATAR COREX	442.000	-13.50	AI Chips

Data Source: HKEX. For reference only, not investment advice. Data as of market close on July 29, 2026.

III. AI Industry & Corporate Developments

1. AI Product and Application Expo to be held soon

From July 30 to August 1, 2026, the 2026 AI Product and Application Expo will be held as scheduled at the Suzhou International Expo Centre. Spanning over 15,000 square metres of exhibition space, the expo will feature nearly 400 companies and more than 1,500 products, offering a comprehensive display of China's AI achievements—from technological leaps to deep-rooted applications empowering a wide range of industries.

2. Automakers rush into the humanoid robot sector

On July 28, BYD confirmed that its self-developed humanoid robot will be officially unveiled and released in August through "Di Space." This will mark BYD's first public display of a humanoid robot entity in an official capacity.

3. SK Hynix operating profit surges 557%, yet falls short of investors' overly high expectations

SK Hynix's operating profit for the second fiscal quarter grew 557% year-on-year, but still missed expectations, further intensifying concerns that the AI boom fuelling the semiconductor industry's prosperity may be cooling. SK Hynix reported operating profit of KRW 60.5 trillion for the June quarter, below the average analyst forecast of KRW 64.2 trillion. Revenue came in at KRW 79.3 trillion, versus the market consensus of KRW 83.9 trillion.

4. China's AI large-model weekly call volume leads globally, capturing two-thirds of the global market share

On July 28, media reports cited the latest data from OpenRouter showing that Chinese AI large models lead the world in weekly call volume. The top models are Xiaomi MiMo-V2.5, DeepSeek V4 Flash, Tencent HY3, Zhipu GLM-5.2, and DeepSeek V4 Pro. OpenRouter had previously disclosed that Chinese models overtook US models in global market share overall in early June. As of July 26, Chinese models accounted for approximately 63.5% of global share over the past 28 days, while US models held only 35.5%, capturing two-thirds of the global market and widening the gap further.

IV. Profiles of Representative AI Concept Stocks

Company Name	Stock Code	Industry Position	Main Product Lines & Business Overview
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.
XIAOMI-W	01810.HK	Full-stack AI technology giant anchored by the "Human x Car x Home" ecosystem	Its foundational model family MiMo has entered the top tier of global open-source models; MiMo-V2-Pro features over 1 trillion parameters, while MiMo-V2.5-Pro tied for 1st globally among open-source models with a score of 54 on the Artificial Analysis composite index. AI capabilities fully power the "Human x Car x Home" ecosystem, driving iterative upgrades in the CyberOne humanoid and CyberDog bionic quadrupeds. Multimodal computer vision, force-control algorithms, and automated dispatch logics are deeply integrated into dark-factory production and flexible manufacturing.
TENCENT	00700.HK	An Internet tech giant with a national-scale application ecosystem and the platform provider with the broadest LLM implementation scenarios in China	The Hunyuan LLM ranks highly in evaluations on third-party platforms such as OpenRouter. The model continues to deepen its integration into national-level social applications, Tencent Meeting, and the cloud-based collaborative office ecosystem. Backed by a massive MAU base and the Tencent Cloud intelligent computing service system, the company is accelerating the delivery of AI solutions to B2B clients in government and finance, continuously expanding enterprise-level application scenarios.
HORIZONROBOT-W	09660.HK	China's leading intelligent driving computing solution provider and full‑stack vehicle intelligence enabler	Founded in 2015, it offers ADAS and high‑level autonomous driving solutions. Core products include the Journey-series in-car AI chips (cumulative shipments exceeding 10 million units), the HSD full‑scenario urban driving solution, and the "Starry 6P" cockpit‑driving integrated vehicle intelligence chip. In 2025, it held a 47.7% market share in domestic ADAS for independent brands, with full‑year revenue of RMB 3.758 billion, up 57.7% YoY.
UBTECH ROBOTICS	09880.HK	The purest humanoid robot stock in Hong Kong	The company focuses on humanoid robot R&D, full‑stack motion control algorithms, and commercial deployment across industrial and logistics scenarios. Its flagship Walker S series has been integrated into assembly lines of leading new energy vehicle manufacturers for parts handling, precision assembly, and intelligent quality inspection, pioneering the transition from lab prototypes to industrial automation at scale.

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