HK Stock Connect Daily Report: Lenovo Surges 20% to Lead Blue Chips, Southbound Capital Posts Net Buying of HKD 3.667 Billion - 20260812
I. Market Overview
On 13 August, Hong Kong's three major indices were mixed, with the Hang Seng Index down 0.17% at 25,396.51 points, the Hang Seng TECH Index up 0.33%, and the Hang Seng China Enterprises Index marginally down 0.23%. Full-day turnover reached HKD 263.71 billion, notably up from the previous trading day.
On the board, the AI server concept surged, with LENOVO GROUP (00992) up 20.18% after its adjusted net profit for the first fiscal quarter rose 176% year on year to USD 1.075 billion, with AI server orders in hand reaching USD 54 billion. The innovative drug concept stayed active, with ZAI LAB (09688) up 4.73% and GENSCRIPT BIO (01548) up 4.51%. The optical communication concept extended gains, with CREALIGHTS (01191) up 7.91% and ZJ INNOLIGHT (03308) up 2.89%, as Coherent Corp beat expectations. Gold stocks fell across the board, with LINGBAO GOLD (03330) down 9.43%, as US July CPI was moderate and gold prices lost the USD 4,400 level. TENCENT (00700) fell 4.46% after results, as surging second-quarter capital expenditure turned free cash flow negative.
Southbound capital recorded net buying of HKD 3.667 billion on the day, of which southbound net buying of HKD 3.771 billion was seen through Stock Connect Shanghai and net selling of HKD 0.104 billion through Stock Connect Shenzhen.
II. HK Stock Connect Stock Rankings
2.1 HK Stock Connect Stock Gainers and Decliners
|
Category |
Stock Code |
Stock Name |
Change (%) |
Close (HKD) |
Turnover (HKD 100mn) |
|
Gainer 1 |
00992.HK |
LENOVO GROUP |
20.18 |
34.90 |
118.48 |
|
Gainer 2 |
00325.HK |
BLOKS |
19.73 |
71.00 |
4.31 |
|
Gainer 3 |
03396.HK |
LEGENDHOLDING |
16.12 |
20.10 |
8.18 |
|
Gainer 4 |
02889.HK |
PATEO |
13.21 |
180.00 |
1.57 |
|
Gainer 5 |
09611.HK |
LONGCHEER |
11.51 |
25.78 |
0.53 |
|
Loser 5 |
02099.HK |
CHINAGOLDINTL |
-7.69 |
187.20 |
9.37 |
|
Loser 4 |
00800.HK |
WERIDE-W |
-8.38 |
15.30 |
0.42 |
|
Loser 3 |
02788.HK |
CHUANGXIN IND |
-8.57 |
17.50 |
2.71 |
|
Loser 2 |
01318.HK |
MAO GEPING |
-8.66 |
49.92 |
3.28 |
|
Loser 1 |
03330.HK |
LINGBAO GOLD |
-9.43 |
20.56 |
10.33 |
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 Active Stocks (ranked by southbound turnover)
|
Rank |
Stock Code |
Stock Name |
Southbound Turnover (HKD 100mn) |
Southbound Net Buy (HKD 100mn) |
Change (%) |
|
1 |
00700.HK |
TENCENT |
149.06 |
56.16 |
-4.46 |
|
2 |
02513.HK |
Z.AI |
73.04 |
-10.38 |
9.02 |
|
3 |
00981.HK |
SMIC |
46.78 |
8.34 |
0.22 |
|
4 |
01888.HK |
KB LAMINATES |
46.56 |
3.46 |
-0.31 |
|
5 |
00992.HK |
LENOVO GROUP |
43.86 |
-4.77 |
20.18 |
|
6 |
00100.HK |
MINIMAX-W |
43.50 |
3.38 |
5.43 |
|
7 |
01347.HK |
HUA HONG GRACE |
42.39 |
8.22 |
3.08 |
|
8 |
06869.HK |
YOFC |
29.94 |
1.64 |
-1.37 |
|
9 |
03986.HK |
GIGADEVICE |
27.80 |
1.39 |
-2.72 |
|
10 |
09988.HK |
ALIBABA-W |
21.57 |
1.89 |
-0.57 |
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. HK Stock Connect-related A-share ETF Rankings
3.1 HK Stock Connect-related A-share ETF Gainers and Decliners
|
Category |
Code |
Short Name |
Change (%) |
Turnover (RMB 100mn) |
|
Gainer 1 |
526000 |
ChinaAMC CSI HK Equities Information Technology Integration ETF |
3.44 |
6.14 |
|
Gainer 2 |
520750 |
Harfor CSI HK Equities Information Technology Integration ETF |
3.22 |
0.96 |
|
Gainer 3 |
159198 |
Fullgoal CSI HK Equities Information Technology Integration ETF |
3.22 |
1.87 |
|
Gainer 4 |
159185 |
Penghua CSI HK Equities Information Technology Integration ETF |
3.18 |
2.39 |
|
Gainer 5 |
526050 |
China Merchants CSI HK Equities Information Technology Integration ETF |
3.07 |
0.99 |
|
Loser 5 |
513330 |
ChinaAMC Hang Seng Internet Technology Industry ETF(QDII) |
-1.77 |
14.43 |
|
Loser 4 |
159792 |
Fullgoal CSI HK Equities Internet ETF |
-1.82 |
17.23 |
|
Loser 3 |
159179 |
ICBCCS CSI HK Equities Internet ETF |
-1.84 |
0.10 |
|
Loser 2 |
513040 |
E Fund CSI HK Equities Internet ETF |
-1.84 |
5.64 |
|
Loser 1 |
513770 |
Hwabao CSI HK Equities Internet ETF |
-1.88 |
4.69 |
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 HK Stock Connect-related A-share ETF Active Rankings (ranked by turnover)
|
Rank |
Code |
Short Name |
Tracking Index |
Turnover (RMB 100mn) |
Turnover Rate (%) |
Change (%) |
|
1 |
159570 |
China Universal CNI HK Equities Innovative Drugs ETF |
CNI HK Equities Innovative Drugs Index |
29.18 |
11.30 |
1.03 |
|
2 |
159131 |
Hwabao CSI HK Equities Information Technology Integration ETF |
CSI HK Equities Information Technology Integration Index (CNY) |
23.32 |
94.55 |
2.99 |
|
3 |
159792 |
Fullgoal CSI HK Equities Internet ETF |
CSI HK Equities Internet Index |
17.23 |
4.05 |
-1.82 |
|
4 |
159316 |
E Fund Hang Seng HK Innovative Drugs ETF |
Hang Seng HK Innovative Drugs Index |
14.22 |
21.04 |
0.95 |
|
5 |
159567 |
Yinhua CNI HK Equities Innovative Drugs ETF |
CNI HK Equities Innovative Drugs Index |
11.05 |
14.21 |
0.85 |
|
6 |
513750 |
GF CSI HK Connect Financials (ex Banks) Thematic ETF |
CSI HK Connect Financials (ex Banks) Thematic Index (CNY) |
9.04 |
6.74 |
0.13 |
|
7 |
159217 |
ICBCCS CNI HK Equities Innovative Drugs ETF |
CNI HK Equities Innovative Drugs Index |
8.32 |
11.15 |
0.93 |
|
8 |
513780 |
Invesco Great Wall CSI HK Equities Innovative Drugs ETF |
CNI HK Equities Innovative Drugs Index |
8.22 |
27.14 |
1.34 |
|
9 |
520700 |
Wanjia CSI HK Equities Innovative Drugs ETF |
CNI HK Equities Innovative Drugs Index |
6.61 |
86.93 |
1.01 |
|
10 |
159506 |
Fullgoal Hang Seng HK Equities Innovative Drugs And Health Care ETF |
Hang Seng HK Equities Innovative Drugs And Health Care Index |
6.15 |
18.15 |
1.09 |
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. Industry and Corporate Updates
1. Z.AI to Be Included in MSCI China Index, Effective After Market Close on 31 August
On 12 August local time, MSCI announced the results of its August 2026 quarterly index review. The MSCI China Index added 33 stocks including Z.AI (02513.HK), with the changes effective after the market close on 31 August. Z.AI is one of only two Hong Kong stocks added to the MSCI China Index in this review. Following its inclusion in the MSCI China Index, Z.AI will enter the MSCI global standard index series, which is expected to attract tracking allocation from substantial passive funds. Z.AI is a southbound Stock Connect eligible stock.
2. CK ASSET Posts H1 Profit Attributable to Shareholders of HKD 8.683 Billion, Up 37.78% YoY
On 13 August, CK ASSET (01113.HK) released its 2026 interim results, with profit attributable to shareholders of HKD 8.683 billion, up 37.78% year on year; earnings per share of HKD 2.48; an interim dividend of HKD 0.41 per share, up 5.13% year on year; and underlying profit of HKD 6.64 billion, up 4.9% year on year. The earnings growth was primarily boosted by a gain of HKD 9.787 billion from the disposal of a UK joint venture. CK ASSET is a southbound Stock Connect eligible stock.
3. DEEPEXI TECH Proposes Placing of New H Shares at 3.74% Discount, Raising Approximately HKD 500 Million for AI R&D
On 13 August, DEEPEXI TECH (01384.HK) announced a proposed placing of 14.286 million new H shares, representing approximately 4.095% of the enlarged total issued shares, at a placing price of HKD 35 per share, a discount of approximately 3.74% to the closing price of HKD 36.36 on the previous day, raising approximately HKD 500 million. The net proceeds of approximately HKD 487.5 million will be used, approximately 70% of which, to advance technology iteration R&D and product innovation of the AI enterprise employee infrastructure and Token productivity platform. DEEPEXI TECH is a southbound Stock Connect eligible stock.
4. JIA YAO HLDGS Proposes Acquisition of 80% of an AI Gaming Company, Entering the AI Application Layer Track
On 13 August, JIA YAO HLDGS (01626.HK) announced a proposed acquisition of 80% of the total issued shares of Ninety Investment Holding Limited for a maximum consideration of HKD 430 million. The consideration will be settled by allotting and issuing up to 20.5 million consideration shares to the vendor at an issue price of HKD 21 per share. The target group is principally engaged in AI-driven internet game development and publishing, as well as development, consulting and services related to enterprise-level AI application technologies. JIA YAO HLDGS is a southbound Stock Connect eligible stock.
5. ZELGEN Re-Submits Application for H-Share Listing on HKEX
On 13 August, ZELGEN (688266.SH) announced that it re-submitted its application for the issuance of H shares and listing on the Main Board of the Hong Kong Stock Exchange on 12 August, with the application materials published on the HKEX website on the same day. ZELGEN is a STAR Market-listed company principally engaged in the R&D of innovative drugs for oncology and haemorrhagic diseases. If the H-share listing succeeds and conditions are met, it is expected to enter the southbound Stock Connect eligible pool.
V. Market Notes
Eligible securities list adjustment announcement
No new announcements.
Trading calendar
No approaching market closure days.
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