HK Stock Connect Daily: CPO Concept Erupts; HAIZHI TECH GP Surges 42.9% -20260805
I. Market Overview
On August 5, the three major Hong Kong indices climbed amid volatility. The Hang Seng Index rose 0.24% to close at 25,915.82, the Hang Seng TECH Index rose 0.97%, and the Hang Seng China Enterprises Index rose 0.34%. Full-day turnover amounted to HKD 278.043 billion, slightly higher than the prior trading day.
By sector, the CPO (co-packaged optics) concept was strong, with VGT (02476) up 16.18% and KB LAMINATES (01888) up 10.28%. Gold stocks rose broadly—CHINAGOLDINTL (02099) rose 13.11% and LINGBAO GOLD (03330) rose 10.56%, as the international gold price reclaimed the USD 4,100/oz level. The UHV (ultra-high voltage) concept strengthened, with HARBIN ELECTRIC (01133) up 7.55% and DONGFANG ELEC (01072) up 2.84%, with UHV capacity under construction during the 15th Five-Year Plan set to reach twice that of the 14th Five-Year Plan. On the other side, oil stocks weakened, dragged down by the sharp drop in crude prices—YANCHANG PETRO (00346) fell 17.24% and CNOOC (00883) fell 2.63%. Optical communication stocks pulled back, with ZHONGJI INNOLIGHT (03308) down 5.18% and CIG (06166) down 4.70%, unsettled by rumors of a U.S. import ban on optical modules, though the companies said no formal document has been issued.
Southbound funds recorded a net outflow of HKD 1.398 billion on the day. Of this, HK Stock Connect (Shanghai) saw a net sell of HKD 1.577 billion, while HK Stock Connect (Shenzhen) recorded a net buy of HKD 0.179 billion.
II. HK Stock Connect Individual Stock Rankings
2.1 HK Stock Connect Gainers and Losers
|
Category |
Stock Code |
Stock Name |
Change (%) |
Close (HKD) |
Turnover (HKD 100mn) |
|
Top Gainer 1 |
02706.HK |
HAIZHI TECH GP |
42.89 |
54.50 |
10.33 |
|
Top Gainer 2 |
06088.HK |
FIT HON TENG |
17.25 |
6.19 |
6.31 |
|
Top Gainer 3 |
02476.HK |
VGT |
16.18 |
221.20 |
32.35 |
|
Top Gainer 4 |
01057.HK |
ZHEJIANG SHIBAO |
15.22 |
4.51 |
2.68 |
|
Top Gainer 5 |
09630.HK |
CFMEE |
14.84 |
356.00 |
3.52 |
|
Top Loser 5 |
02589.HK |
AUNTEA JENNY |
-3.25 |
121.90 |
0.45 |
|
Top Loser 4 |
09980.HK |
EASTROC BEVERAGE |
-3.27 |
115.40 |
1.61 |
|
Top Loser 3 |
06969.HK |
SMOORE INTL |
-3.81 |
8.71 |
1.20 |
|
Top Loser 2 |
09606.HK |
DUALITYBIO-B |
-4.26 |
182.00 |
1.87 |
|
Top Loser 1 |
06166.HK |
CIG |
-4.70 |
82.15 |
20.48 |
Source: Wind, HKEX. The content of this article is for the objective presentation of data only and does not constitute any investment advice, nor does it represent a recommendation for or value judgment on any security. The market involves risks; investment requires caution.
2.2 HK Stock Connect Most Active Stocks (Ranked by Southbound Turnover)
|
Rank |
Stock Code |
Stock Name |
Southbound Turnover (HKD 100mn) |
Southbound Net Buy (HKD 100mn) |
Change (%) |
|
1 |
01888.HK |
KB LAMINATES |
70.76 |
8.81 |
10.28 |
|
2 |
06869.HK |
YOFC |
64.63 |
4.78 |
14.58 |
|
3 |
02513.HK |
Z.AI |
63.32 |
6.42 |
3.07 |
|
4 |
00700.HK |
TENCENT |
60.87 |
-8.44 |
0.94 |
|
5 |
09988.HK |
ALIBABA-W |
59.28 |
2.76 |
1.83 |
|
6 |
00981.HK |
SMIC |
51.73 |
11.52 |
4.13 |
|
7 |
03986.HK |
GIGADEVICE |
48.75 |
0.93 |
5.70 |
|
8 |
01347.HK |
HUA HONG GRACE |
42.29 |
9.90 |
4.74 |
|
9 |
02800.HK |
Tracker Fund Of Hong Kong |
20.33 |
-20.31 |
0.30 |
|
10 |
02476.HK |
VGT |
19.35 |
-0.07 |
16.18 |
Source: Wind, HKEX. The content of this article is for the objective presentation of data only and does not constitute any investment advice, nor does it represent a recommendation for or value judgment on any security. The market involves risks; investment requires caution.
III. A-share ETFs Related to HK Stock Connect
3.1 A-share HK Stock Connect ETF Gainers and Losers
|
Category |
Code |
Short Name |
Change (%) |
Turnover (RMB 100mn) |
|
Top Gainer 1 |
526000 |
ChinaAMC CSI HK Equities Information Technology Integration ETF |
4.09 |
6.99 |
|
Top Gainer 2 |
520750 |
Harfor CSI HK Equities Information Technology Integration ETF |
4.04 |
0.33 |
|
Top Gainer 3 |
159185 |
Penghua CSI HK Equities Information Technology Integration ETF |
3.95 |
2.81 |
|
Top Gainer 4 |
520710 |
GF CSI HK Equities Information Technology Integration ETF |
3.88 |
0.71 |
|
Top Gainer 5 |
159196 |
E Fund CSI HK Equities Information Technology Integration ETF |
3.86 |
4.39 |
|
Top Loser 5 |
513830 |
Harvest CSI HK Equities High Dividend Index ETF |
-0.42 |
0.01 |
|
Top Loser 4 |
159281 |
Tianhong CSI HK Equities Central Enterprise Dividends ETF |
-0.42 |
0.49 |
|
Top Loser 3 |
159127 |
China Southern CSI HK Equities High Dividend Index ETF |
-0.42 |
0.09 |
|
Top Loser 2 |
159277 |
Fullgoal CSI HK Equities High Dividend Index ETF |
-0.61 |
0.04 |
|
Top Loser 1 |
159331 |
Guotai CSI HK Equities High Dividend Index ETF |
-0.70 |
0.15 |
Source: Wind. The content of this article is for the objective presentation of data only and does not constitute any investment advice, nor does it represent a recommendation for or value judgment on any security. The market involves risks; investment requires caution.
3.2 A-share HK Stock Connect ETF Most Active (Ranked by Turnover)
|
Rank |
Code |
Short Name |
Tracking Index |
Turnover (RMB 100mn) |
Turnover Rate (%) |
Change (%) |
|
1 |
159792 |
Fullgoal CSI HK Equities Internet ETF |
CSI HK Equities Internet Index |
31.18 |
6.83 |
0.63 |
|
2 |
159131 |
Hwabao CSI HK Equities Information Technology Integration ETF |
CSI HK Equities Information Technology Integration Index (RMB) |
22.27 |
88.47 |
3.64 |
|
3 |
159570 |
China Universal CNI HK Equities Innovative Drugs ETF |
CNI HK Equities Innovative Drugs Index |
20.39 |
8.48 |
1.75 |
|
4 |
159567 |
Yinhua CNI HK Equities Innovative Drugs ETF |
CNI HK Equities Innovative Drugs Index |
9.86 |
13.38 |
1.66 |
|
5 |
513040 |
E Fund CSI HK Equities Internet ETF |
CSI HK Equities Internet Index |
9.16 |
12.85 |
0.59 |
|
6 |
159316 |
E Fund Hang Seng HK Innovative Drugs ETF |
Hang Seng HK Innovative Drugs Index |
8.79 |
13.81 |
1.82 |
|
7 |
513630 |
JPMorgan S&P HK Equities Low Volatility Dividend ETF |
S&P HK Equities Low Volatility Dividend Index |
8.14 |
6.62 |
0.25 |
|
8 |
526000 |
ChinaAMC CSI HK Equities Information Technology Integration ETF |
CSI HK Equities Information Technology Integration Index (HKD) |
6.99 |
327.94 |
4.09 |
|
9 |
513770 |
Hwabao CSI HK Equities Internet ETF |
CSI HK Equities Internet Index |
5.93 |
10.08 |
1.03 |
|
10 |
513750 |
GF CSI HK Connect Financials (ex Banks) Thematic ETF |
CSI HK Connect Financials (ex Banks) Thematic Index (RMB) |
5.57 |
3.76 |
1.37 |
Source: Wind. The content of this article is for the objective presentation of data only and does not constitute any investment advice, nor does it represent a recommendation for or value judgment on any security. The market involves risks; investment requires caution.
IV. Sector and Company Developments
1. Goldman Sachs Sharply Raises Revenue Forecasts for Domestic Large Models; Z.AI and MiniMax Full-Year Forecasts Upgraded
According to public market news, Goldman Sachs recently sharply raised its forecast for China's AI large-model 2026 annualized recurring revenue (ARR), from the previous USD 10 billion to USD 13 billion. Among them, Z.AI (02513.HK) saw its revenue forecast for this year raised by 35%, while MiniMax (00100.HK) saw its 2026–2028 revenue forecast raised by 22% to 64%. Goldman Sachs recommended overweighting the cloud computing and data center sectors.
2. HKEX Formally Implements Phase II of Reduced Minimum Tick Size; Applies to Eligible HK Stock Connect Stocks
On August 5, HKEX formally implemented the second phase of arrangements to reduce the minimum tick size of Hong Kong stocks. The securities subject to the reduction are mainly eligible HK Stock Connect stocks—for securities priced in the HKD 0.5–10 range, the minimum price increment is lowered from HKD 0.01 to HKD 0.005. HKEX implemented the first phase in August 2025; the rollout of this second phase will help improve trading efficiency and price discovery.
3. Embodied-AI Company X Square Reportedly Files Confidential Listing Application with HKEX
According to market news, embodied-AI startup X Square has confidentially submitted a listing application to HKEX. X Square focuses on the embodied-AI field; if successfully listed, it could become the "first embodied-AI stock" in Hong Kong, further enriching the HK market's pool of AI and robotics listings. Since the beginning of this year, multiple robotics and AI companies have filed for Hong Kong listings in rapid succession.
4. CATHAY PAC AIR Interim Profit Attributable to Shareholders Up Over 70%; Share Price Hits Record High
On August 5, CATHAY PAC AIR (00293.HK) reported its 2026 interim results, with profit attributable to shareholders of HKD 6.243 billion, up 71% year-on-year; earnings per share of HKD 0.995; and an interim dividend of HKD 0.26 per share, up 30% year-on-year. Buoyed by the results, CATHAY PAC AIR rose more than 3% in the afternoon session to HKD 14.88, a record high. CATHAY PAC AIR is an HK Stock Connect constituent.
5. Chinese AI Company Evoken Reportedly Considering Hong Kong IPO
According to market news, AI voice and language technology company Evoken is considering an initial public offering in Hong Kong. The company specializes in AI voice and language technology; if successfully listed, it could further enrich the HK market's pool of AI application listings and may become a future potential HK Stock Connect constituent.
V. Market Notes
Constituent List Adjustment Announcement
No latest updates.
Trading Calendar
No upcoming market holidays.
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