HK Stock Connect Daily Report: GF Forecasts 38 Companies to Join Stock Connect in September, Z.AI and MiniMax Expected to Be "Blue-Chip Additions" - 20260817
I. Market Overview
On 17 August, Hong Kong's three major indices opened higher and extended gains. The Hang Seng Index rose 1.34% to 25,453.23 points, the Hang Seng TECH Index rose 1.58%, and the Hang Seng China Enterprises Index rose 1.19%. Full-day turnover was HKD 210.770 billion, down from the previous session.
On the trading front, memory chips and semiconductor stocks led gains: MONTAGE TECH (06809) rose 9.58%, GIGADEVICE (03986) rose 8.41%, and HUA HONG GRACE (01347) rose 7.45%, as SK Hynix's chairman warned that next year could see the most severe "memory shortage" ever. Optical communication concepts were strong, with CREALIGHTS (01191) up 23.23%, YOFC (06869) up 12.10%, and ZJ INNOLIGHT (03308) up 8.18%. Non-ferrous stocks rose, with ZIJIN GOLD INTL (02259) up 5.96% after results. CRO concepts gained broadly, with ASYMCHEM (06821) up 6.56%. Container shipping stocks rose across the board, with OOIL (00316) up 7.29% and COSCO SHIP HOLD (01919) up 6.13%.
Southbound capital recorded net buying of HKD 3.077 billion on the day. Of this, Stock Connect (Shanghai) saw net buying of HKD 1.974 billion, and Stock Connect (Shenzhen) saw net buying of HKD 1.103 billion.
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) |
|
Gain 1 |
09630.HK |
CFMEE |
14.48 |
378.00 |
2.71 |
|
Gain 2 |
01304.HK |
FORTIOR |
12.78 |
120.90 |
0.42 |
|
Gain 3 |
06869.HK |
YOFC |
12.10 |
148.20 |
47.27 |
|
Gain 4 |
02477.HK |
WELLCELL HOLD |
11.76 |
0.29 |
5.03 |
|
Gain 5 |
09903.HK |
ILUVATAR COREX |
10.68 |
456.00 |
13.61 |
|
Loss 5 |
09926.HK |
AKESO |
-5.73 |
90.50 |
20.55 |
|
Loss 4 |
09896.HK |
MINISO |
-7.43 |
21.44 |
3.28 |
|
Loss 3 |
02315.HK |
BIOCYTOGEN-B |
-7.68 |
63.70 |
2.50 |
|
Loss 2 |
01196.HK |
REALORD TECH |
-8.14 |
7.28 |
0.94 |
|
Loss 1 |
02591.HK |
INNOGEN-B |
-27.61 |
4.79 |
1.75 |
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 |
00981.HK |
SMIC |
86.45 |
17.74 |
6.14 |
|
2 |
02513.HK |
Z.AI |
62.81 |
16.73 |
-5.28 |
|
3 |
00700.HK |
TENCENT |
45.28 |
5.34 |
1.45 |
|
4 |
06869.HK |
YOFC |
42.55 |
-4.18 |
12.10 |
|
5 |
01888.HK |
KB LAMINATES |
37.99 |
-4.40 |
9.12 |
|
6 |
01347.HK |
HUA HONG GRACE |
33.67 |
-7.79 |
7.45 |
|
7 |
03986.HK |
GIGADEVICE |
29.94 |
-2.98 |
8.41 |
|
8 |
09988.HK |
ALIBABA-W |
27.97 |
4.22 |
1.92 |
|
9 |
00100.HK |
MINIMAX-W |
25.86 |
3.06 |
1.46 |
|
10 |
06166.HK |
CIG |
20.51 |
1.91 |
1.70 |
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) |
|
Gain 1 |
159251 |
Wanjia CNI HK Equities Technology ETF |
2.73 |
0.35 |
|
Gain 2 |
520710 |
GF CSI HK Equities Information Technology Integration ETF |
2.68 |
0.55 |
|
Gain 3 |
159196 |
E Fund CSI HK Equities Information Technology Integration ETF |
2.67 |
2.70 |
|
Gain 4 |
159198 |
Fullgoal CSI HK Equities Information Technology Integration ETF |
2.66 |
1.44 |
|
Gain 5 |
159185 |
Penghua CSI HK Equities Information Technology Integration ETF |
2.65 |
1.32 |
|
Loss 5 |
/ |
/ |
/ |
/ |
|
Loss 4 |
159286 |
Penghua CNI HK Equities Innovative Drugs ETF |
-0.13 |
0.80 |
|
Loss 3 |
520690 |
Bosera Hang Seng HK Innovative Drugs Selected ETF |
-0.27 |
0.97 |
|
Loss 2 |
159297 |
China Southern CNI HK Equities Innovative Drugs ETF |
-0.27 |
2.27 |
|
Loss 1 |
159217 |
ICBCCS CNI HK Equities Innovative Drugs ETF |
-0.43 |
9.56 |
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 |
19.48 |
7.80 |
0.00 |
|
2 |
159131 |
Hwabao CSI HK Equities Information Technology Integration ETF |
CSI HK Equities Information Technology Integration Index |
16.12 |
65.97 |
2.40 |
|
3 |
159792 |
Fullgoal CSI HK Equities Internet ETF |
CSI HK Equities Internet Index |
13.68 |
3.28 |
1.70 |
|
4 |
159217 |
ICBCCS CNI HK Equities Innovative Drugs ETF |
CNI HK Equities Innovative Drugs Index |
9.56 |
13.28 |
-0.43 |
|
5 |
159316 |
E Fund Hang Seng HK Innovative Drugs ETF |
Hang Seng HK Innovative Drugs Index |
7.77 |
11.95 |
0.17 |
|
6 |
159567 |
Yinhua CNI HK Equities Innovative Drugs ETF |
CNI HK Equities Innovative Drugs Index |
7.47 |
9.90 |
0.14 |
|
7 |
513780 |
Invesco Great Wall CSI HK Equities Innovative Drugs ETF |
CNI HK Equities Innovative Drugs Index |
7.41 |
24.94 |
1.11 |
|
8 |
520700 |
Wanjia CSI HK Equities Innovative Drugs ETF |
CNI HK Equities Innovative Drugs Index |
5.20 |
69.89 |
1.28 |
|
9 |
159506 |
Fullgoal Hang Seng HK Equities Innovative Drugs And Health Care ETF |
Hang Seng HK Equities Innovative Drugs And Health Care Index |
4.82 |
14.71 |
0.56 |
|
10 |
526000 |
ChinaAMC CSI HK Equities Information Technology Integration ETF |
CSI HK Equities Information Technology Integration Index |
4.62 |
208.91 |
2.52 |
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. GF Securities Forecast: 38 Companies to Gain Stock Connect Eligibility in September, ILUVATAR COREX Expected to Be Added to Hang Seng TECH Index
On 17 August, GF SEC issued a research report stating that, based on current rules, an estimated 38 companies in total will gain Stock Connect trading eligibility this round, with about 37 expected to be added through the regular adjustment on 7 September. The candidate companies are mainly concentrated in technology, advanced manufacturing and healthcare, with the major candidates by market capitalisation including SIGENERGY (06656.HK), DEEPZERO (02723.HK), XIZHI TECH-P (01879.HK) and MANYCORE TECH (00068.HK). On the Hang Seng TECH front, ILUVATAR COREX (09903.HK) is expected to be added to the Hang Seng TECH Index as a constituent. Hang Seng Indexes Company will announce the Hang Seng Index Series review results after the market close on 21 August (this Friday). ILUVATAR COREX is a Stock Connect eligible stock.
2. Z.AI and MiniMax Expected to Be "Blue-Chip Additions"; Hang Seng Quarterly Review Due This Friday
On 17 August, a CICC report forecast that ZIJIN GOLD INTL (02259.HK), Z.AI (02513.HK) and MiniMax (00100.HK) meet the conditions for inclusion in the Hang Seng Index as constituent stocks ("blue-chip additions"). Potential candidates also include BANKCOMM (03328.HK), YUM CHINA (09987.HK), SWIREPROPERTIES (01972.HK), XPENG-W (09868.HK) and HUA HONG GRACE (01347.HK). Hang Seng Indexes Company will announce the quarterly review results after the market close this Friday (21 August). Both Z.AI and MiniMax are Stock Connect eligible stocks.
3. ZIJIN GOLD INTL's H1 Profit Attributable to Parent of USD 1.451 Billion, Up 178.83% YoY
On 16 August, ZIJIN GOLD INTL (02259.HK) released its 2026 interim results, with revenue of USD 3.987 billion, up 99.67% year on year; profit attributable to owners of the parent of USD 1.451 billion, up 178.83% year on year; earnings per share of USD 0.54; and a proposed interim dividend of HKD 1.5 per share. During the reporting period, mined gold production rose 44% year on year to about 27.3 tonnes. ZIJIN GOLD INTL is a Stock Connect eligible stock and one of the potential blue-chip candidates in this round of Hang Seng Index quarterly review.
4. INGENIC Shares Opens Subscription Today, Fabless Semiconductor Maker Targets Hong Kong Listing
On 17 August, fabless semiconductor maker INGENIC (03223.HK) announced subscription details in Hong Kong, planning a global offering of 31.2873 million H shares at a maximum offer price of HKD 102.80 per share. Each board lot is 100 shares, with a minimum application amount of about HKD 10,383.68. The subscription period runs from today until 20 August, with listing expected on 25 August. The company has secured 11 cornerstone investors with a total subscription amount of about USD 192 million.
5. HUNAN YUNENG Files Listing Application with HKEX, Pursuing A+H Dual Listing
According to HKEX disclosures on 17 August, Hunan Yuneng New Energy Battery Material Co., Ltd. (301358.SZ) has submitted a listing application to the HKEX Main Board, with CSC International and HSBC acting as joint sponsors. The company completed its A-share listing on the ChiNext Board of the Shenzhen Stock Exchange in February 2023. By shipment volume, the company has ranked first among global phosphate cathode material suppliers for six consecutive years from 2020 to 2025, holding a 28.2% global market share in 2025. If the H-share listing succeeds and conditions are met, it is expected to enter the Stock Connect eligible securities pool.
V. Market Notes
Eligible securities list adjustment announcement
No new announcements.
Trading calendar
No approaching market closure days.
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