HK Stock Connect Daily Report: Pharmaceutical Sector Explodes Across the Board, EVEREST MED Surges 41%! KUAISHOU-W Drops 11% After Results - 20260820
I. Market Overview
On August 20, the three major Hong Kong indices rose in tandem. The Hang Seng Index gained 0.8% to 25,698.49 points; the Hang Seng TECH Index rose 0.39%; and the Hang Seng China Enterprises Index rose 0.90%. Full-day turnover was HKD 269.119 billion, up from the previous trading day.
On the market, the success of the world's first mRNA cancer vaccine Phase III clinical trial ignited the pharmaceutical sector: EVEREST MED (01952.HK) surged 41.43%, GENSCRIPT BIO (01548.HK) rose 13.62%, and METIS TECHBIO-P (07666.HK) rose 27.99%. Gold stocks advanced again, with ZIJIN GOLD INTL (02259.HK) up 11.25% and LINGBAO GOLD (03330.HK) up 5.99%. Automakers recovered broadly, with LI AUTO-W (02015.HK) up 5.53% and NIO-SW (09866.HK) up 4.49%. Paper stocks led the declines, with ND PAPER (02689.HK) down 16.8%; KUAISHOU-W (01024.HK) fell 11.0%.
Southbound capital recorded a net sell of HKD 10.412 billion on the day. Within that, Stock Connect (Shanghai) saw a net sell of HKD 5.111 billion and Stock Connect (Shenzhen) a net sell of HKD 5.301 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) |
|
Gainer 1 |
01952.HK |
EVEREST MED |
41.43 |
33.66 |
42.69 |
|
Gainer 2 |
06185.HK |
CANSINOBIO |
37.36 |
32.06 |
13.94 |
|
Gainer 3 |
02706.HK |
HAIZHI TECH GP |
15.19 |
44.60 |
3.50 |
|
Gainer 4 |
01548.HK |
GENSCRIPT BIO |
13.62 |
33.36 |
37.88 |
|
Gainer 5 |
01177.HK |
SBP GROUP |
12.53 |
5.39 |
21.10 |
|
Loser 5 |
00667.HK |
CHINA EAST EDU |
-9.32 |
3.94 |
1.36 |
|
Loser 4 |
01276.HK |
HENGRUI PHARMA |
-9.63 |
49.66 |
14.31 |
|
Loser 3 |
01024.HK |
KUAISHOU-W |
-11.01 |
33.64 |
84.36 |
|
Loser 2 |
02013.HK |
WEIMOB INC |
-13.51 |
0.96 |
1.88 |
|
Loser 1 |
02689.HK |
ND PAPER |
-16.80 |
6.59 |
7.51 |
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 |
09988.HK |
ALIBABA-W |
62.20 |
22.05 |
1.61 |
|
2 |
01952.HK |
EVEREST MED |
47.89 |
-3.18 |
41.43 |
|
3 |
00700.HK |
TENCENT |
40.21 |
-4.09 |
0.94 |
|
4 |
01024.HK |
KUAISHOU-W |
40.07 |
11.44 |
-11.01 |
|
5 |
00981.HK |
SMIC |
32.91 |
-3.51 |
-1.23 |
|
6 |
01548.HK |
GENSCRIPT BIO |
28.44 |
2.06 |
13.62 |
|
7 |
02800.HK |
Tracker Fund Of Hong Kong |
27.62 |
-27.59 |
0.85 |
|
8 |
01810.HK |
XIAOMI-W |
27.57 |
-0.22 |
1.17 |
|
9 |
02513.HK |
Z.AI |
21.45 |
0.01 |
1.09 |
|
10 |
00100.HK |
MINIMAX-W |
18.43 |
-0.45 |
6.16 |
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 |
159506 |
Fullgoal Hang Seng HK Equities Innovative Drugs And Health Care ETF |
5.59 |
12.36 |
|
Gainer 2 |
513780 |
Invesco Great Wall CSI HK Equities Innovative Drugs ETF |
5.20 |
13.14 |
|
Gainer 3 |
159567 |
Yinhua CNI HK Equities Innovative Drugs ETF |
5.19 |
23.49 |
|
Gainer 4 |
520970 |
Harvest CSI HK Equities Innovative Drugs ETF |
5.16 |
2.62 |
|
Gainer 5 |
159217 |
ICBCCS CNI HK Equities Innovative Drugs ETF |
5.14 |
11.36 |
|
Loser 5 |
/ |
/ |
/ |
/ |
|
Loser 4 |
/ |
/ |
/ |
/ |
|
Loser 3 |
159568 |
Bosera CSI HK Equities Internet ETF |
-0.09 |
0.79 |
|
Loser 2 |
520910 |
ChinaAMC CSI HK Equities Internet ETF |
-0.15 |
0.42 |
|
Loser 1 |
159010 |
Bosera Hang Seng HK Technology Theme ETF |
-0.54 |
0.07 |
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 |
45.09 |
17.23 |
5.08 |
|
2 |
159567 |
Yinhua CNI HK Equities Innovative Drugs ETF |
CNI HK Equities Innovative Drugs Index |
23.49 |
29.42 |
5.19 |
|
3 |
159316 |
E Fund Hang Seng HK Innovative Drugs ETF |
Hang Seng HK Innovative Drugs Index |
17.25 |
25.17 |
4.81 |
|
4 |
159131 |
Hwabao CSI HK Equities Information Technology Integration ETF |
CSI HK Equities Information Technology Integration Index (RMB) |
14.42 |
63.44 |
0.74 |
|
5 |
159792 |
Fullgoal CSI HK Equities Internet ETF |
CSI HK Equities Internet Index |
14.29 |
3.52 |
0.51 |
|
6 |
513780 |
Invesco Great Wall CSI HK Equities Innovative Drugs ETF |
CNI HK Equities Innovative Drugs Index |
13.14 |
41.40 |
5.20 |
|
7 |
159506 |
Fullgoal Hang Seng HK Equities Innovative Drugs And Health Care ETF |
Hang Seng HK Equities Innovative Drugs And Health Care Index |
12.36 |
36.19 |
5.59 |
|
8 |
159217 |
ICBCCS CNI HK Equities Innovative Drugs ETF |
CNI HK Equities Innovative Drugs Index |
11.36 |
15.07 |
5.14 |
|
9 |
520700 |
Wanjia CSI HK Equities Innovative Drugs ETF |
CNI HK Equities Innovative Drugs Index |
9.59 |
120.49 |
5.08 |
|
10 |
520880 |
Hwabao WP Hang Seng HK Innovative Drugs Selected ETF |
Hang Seng HK Innovative Drugs Selected Index |
9.03 |
38.32 |
5.10 |
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. KUAISHOU-W posts Q2 adjusted net profit of RMB 3.9 billion; Kling AI revenue up over 200% year-on-year
After market close on August 19, KUAISHOU-W (01024.HK) disclosed its second-quarter 2026 results. Second-quarter total revenue was RMB 35.5 billion, up 1.4% year-on-year; adjusted net profit was RMB 3.9 billion, with an adjusted net profit margin of 11.0%. First-half total revenue was RMB 69.251 billion, up 2.4% year-on-year; adjusted net profit was RMB 7.287 billion. Average daily active users reached 412.3 million in the second quarter, a record high. Kling AI generated revenue of over RMB 850 million, up over 200% year-on-year. KUAISHOU-W is a Stock Connect constituent.
2. SIMCERE PHARMA issues positive interim profit alert, expecting first-half profit attributable to owners up 34.8%–43.1%
On August 20, SIMCERE PHARMA (02096.HK) issued a positive profit alert, expecting first-half revenue of RMB 4.55 billion to RMB 4.61 billion, up approximately 26.9%–28.6% year-on-year; profit attributable to owners of approximately RMB 810 million to RMB 860 million, up approximately 34.8%–43.1% year-on-year; and adjusted net profit attributable to owners of approximately RMB 950 million to RMB 1.0 billion, up approximately 46.5%–54.2% year-on-year. The growth mainly benefits from the rising share of innovative drug revenue and contributions from BD out-licensing income. SIMCERE PHARMA will hold an interim results briefing on August 21. SIMCERE PHARMA is a Stock Connect constituent.
3. ND PAPER issues positive profit alert, expecting full-year profit attributable to shareholders up 92.4%–103.7%
Around midday on August 20, ND PAPER (02689.HK) issued a positive profit alert, expecting profit of approximately RMB 3.9 billion to RMB 4.1 billion for the year ended June 2026, up 77.1%–86.2% year-on-year; profit attributable to equity holders of the company of approximately RMB 3.4 billion to RMB 3.6 billion, up 92.4%–103.7% year-on-year. The growth was mainly driven by higher sales volumes, with product price increases clearly outpacing raw material cost rises. ND PAPER is a Stock Connect constituent.
4. DONGGUANG CHEM issues positive profit alert, expecting interim net profit up about 55%
On August 19, DONGGUANG CHEM (01702.HK) issued a positive profit alert, expecting net profit for the six months ended June 2026 to increase by approximately 55% year-on-year, mainly due to higher revenue driving up overall gross profit and gross margin, as well as gains from urea futures hedging. DONGGUANG CHEM is a Stock Connect constituent.
5. Junlebao Dairy Group files listing application with HKEX, planning Hong Kong listing
On August 20, according to HKEX filings, Junlebao Dairy Group Co., Ltd. has submitted a main board listing application to HKEX, with CICC and Morgan Stanley as joint sponsors. Junlebao is a leading comprehensive dairy enterprise in China, with a business covering all categories including infant formula, ambient milk and chilled milk. The company first filed on January 19 2026, and this submission follows an updated prospectus.
V. Market Notes
Eligible securities list adjustment announcement
No new announcements.
Trading calendar
No approaching market closure days.
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