HK Stock Connect Daily Report: SUNAC Jumps Over 10%, VGT Slips Nearly 13%, Expectations Grow for DIAGENS-B Inclusion in Stock Connect - 20260828
I. Market Overview
NewTimeSpace News: On 28 August 2026, the three major Hong Kong indices ended mixed, with the Hang Seng Index edging up 0.07% to 25,584.79 points, the Hang Seng TECH Index down 0.33%, and the Hang Seng China Enterprises Index flat. Full-day turnover amounted to HKD 231.209 billion.
On the trading front, software stocks advanced on Salesforce's better-than-expected results, with KINGDEE INT'L (00268) up 6.23%. Gold stocks led gains, with CHINAGOLDINTL (02099) up 7.72% as spot gold returned to USD 4,600 per ounce. Mainland property developers traded actively, with SUNAC (01918) up 10.66%, as a wave of local real-estate policy easing built momentum for the "golden September and silver October" season. Storage, PCB-concept and semiconductor technology names led declines: VGT (02476) fell 12.96% and GIGADEVICE (03986) dropped 5.81%. Large-model concept stocks were weak, with Z.AI (02513) down over 6% and MINIMAX-W (00100) down over 4%.
Southbound capital recorded net buying of HKD 1.176 billion on the day, comprising HKD 885 million via Stock Connect (Shanghai) and HKD 291 million via 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 |
06078.HK |
HYGEIA HEALTH |
12.20 |
10.58 |
1.64 |
|
Gainer 2 |
01918.HK |
SUNAC |
10.66 |
0.68 |
6.03 |
|
Gainer 3 |
03339.HK |
LONKING |
8.90 |
3.55 |
1.20 |
|
Gainer 4 |
02273.HK |
GUSHENGTANG |
8.26 |
29.10 |
1.03 |
|
Gainer 5 |
02238.HK |
GAC GROUP |
7.91 |
2.25 |
0.97 |
|
Decliner 5 |
09630.HK |
CFMEE |
-8.31 |
342.00 |
1.81 |
|
Decliner 4 |
00316.HK |
OOIL |
-8.65 |
156.20 |
4.63 |
|
Decliner 3 |
01157.HK |
ZOOMLION |
-9.35 |
6.31 |
2.17 |
|
Decliner 2 |
06185.HK |
CANSINOBIO |
-9.77 |
31.76 |
3.30 |
|
Decliner 1 |
02476.HK |
VGT |
-12.96 |
220.20 |
20.44 |
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 |
53.63 |
-1.44 |
1.65 |
|
2 |
02513.HK |
Z.AI |
36.87 |
3.41 |
-6.03 |
|
3 |
01888.HK |
KB LAMINATES |
32.41 |
2.17 |
2.78 |
|
4 |
06869.HK |
YOFC |
31.67 |
2.96 |
-5.28 |
|
5 |
09988.HK |
ALIBABA-W |
29.62 |
-3.81 |
-1.39 |
|
6 |
00100.HK |
MINIMAX-W |
29.23 |
-0.79 |
-4.51 |
|
7 |
00981.HK |
SMIC |
20.52 |
-1.42 |
-1.61 |
|
8 |
02476.HK |
VGT |
19.56 |
4.54 |
-12.96 |
|
9 |
02628.HK |
CHINA LIFE |
10.58 |
-8.78 |
0.34 |
|
10 |
03986.HK |
GIGADEVICE |
9.99 |
1.03 |
-5.81 |
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 |
520790 |
CIB CSI HK Equities Internet ETF |
0.97 |
0.15 |
|
Gainer 2 |
520740 |
Huaan CSI HK Equities Internet ETF |
0.66 |
0.01 |
|
Gainer 3 |
520910 |
ChinaAMC CSI HK Equities Internet ETF |
0.63 |
0.30 |
|
Gainer 4 |
159568 |
Bosera CSI HK Equities Internet ETF |
0.62 |
0.82 |
|
Gainer 5 |
159179 |
ICBCCS CSI HK Equities Internet ETF |
0.61 |
0.25 |
|
Decliner 5 |
520690 |
Bosera Hang Seng HK Innovative Drugs Selected ETF |
-1.55 |
0.64 |
|
Decliner 4 |
159286 |
Penghua CNI HK Equities Innovative Drugs ETF |
-1.65 |
0.73 |
|
Decliner 3 |
159567 |
Yinhua CNI HK Equities Innovative Drugs ETF |
-1.76 |
8.16 |
|
Decliner 2 |
159570 |
China Universal CNI HK Equities Innovative Drugs ETF |
-1.77 |
16.87 |
|
Decliner 1 |
159297 |
China Southern CNI HK Equities Innovative Drugs ETF |
-1.81 |
1.69 |
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 |
159792 |
Fullgoal CSI HK Equities Internet ETF |
CSI HK Equities Internet Index |
23.76 |
6.22 |
0.52 |
|
2 |
159570 |
China Universal CNI HK Equities Innovative Drugs ETF |
CNI HK Equities Innovative Drugs Index |
16.87 |
6.92 |
-1.77 |
|
3 |
159131 |
Hwabao CSI HK Equities Information Technology Integration ETF |
CSI HK Equities Information Technology Integration Index |
13.22 |
59.07 |
-0.41 |
|
4 |
159567 |
Yinhua CNI HK Equities Innovative Drugs ETF |
CNI HK Equities Innovative Drugs Index |
8.16 |
10.72 |
-1.76 |
|
5 |
159316 |
E Fund Hang Seng HK Innovative Drugs ETF |
Hang Seng HK Innovative Drugs Index |
6.40 |
9.91 |
-1.40 |
|
6 |
526000 |
ChinaAMC CSI HK Equities Information Technology Integration ETF |
CSI HK Equities Information Technology Integration Index |
5.75 |
267.83 |
-0.50 |
|
7 |
513750 |
GF CSI HK Connect Financials (ex Banks) Thematic ETF |
CSI HK Connect Financials (ex Banks) Thematic Index (RMB) |
4.71 |
3.75 |
0.39 |
|
8 |
513780 |
Invesco Great Wall CSI HK Equities Innovative Drugs ETF |
CNI HK Equities Innovative Drugs Index |
4.62 |
14.23 |
-1.53 |
|
9 |
520700 |
Wanjia CSI HK Equities Innovative Drugs ETF |
CNI HK Equities Innovative Drugs Index |
4.46 |
61.19 |
-1.41 |
|
10 |
513770 |
Hwabao CSI HK Equities Internet ETF |
CSI HK Equities Internet Index |
3.91 |
7.59 |
0.57 |
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. TIANQI LITHIUM's Interim Net Profit Attributable to Shareholders Surges 4,925%; First-Half Net Profit Reaches RMB 4.242 Billion
On 27 August, TIANQI LITHIUM (09696.HK) released its results for the first half of 2026, with revenue of RMB 12.242 billion, up 153.32% year on year, and net profit attributable to shareholders of the listed company of RMB 4.242 billion, up 4,925.46% year on year. The growth was mainly driven by higher average selling prices and sales volumes of lithium products versus the same period last year. TIANQI LITHIUM is a Stock Connect target.
2. CCTC's Interim Net Profit Attributable to the Parent Reaches RMB 1.932 Billion, Up 56.2% Year on Year
On 27 August, CCTC (06951.HK) released its results for the first half of 2026, with total operating revenue of RMB 6.423 billion, up 54.8% year on year, and net profit attributable to the parent company of RMB 1.932 billion, up 56.2% year on year. Benefiting from growing demand in the electronic components and optical communications industries, MLCC product sales volume and revenue increased substantially year on year. CCTC is a Stock Connect target.
3. GUSHENGTANG's Interim Profit Attributable to Shareholders Reaches RMB 221 Million, Up 45.54% Year on Year, with Interim Dividend Up 2.3 Times
On 28 August, GUSHENGTANG (02273.HK) released its interim results for 2026, with first-half revenue of RMB 1.653 billion, up 10.57% year on year, and profit attributable to shareholders of RMB 221 million, up 45.54% year on year. The company proposed an interim dividend of HKD 1.15 per share, versus HKD 0.35 per share in the same period last year, an increase of nearly 2.29 times year on year. GUSHENGTANG is a Stock Connect target.
4. DIAGENS-B Meets Criteria for Stock Connect Inclusion, the Sole New Addition to the Hang Seng Hong Kong-Listed Biotech Index
On 24 August, DIAGENS-B (02526.HK) announced that it had been included by Hang Seng Indexes Company Limited in the Hang Seng Composite Index and the Hang Seng Hong Kong-Listed Biotech Index, effective 7 September. The company has met the criteria for inclusion in Stock Connect trading and is the only company newly added to the Hang Seng Hong Kong-Listed Biotech Index in this index review. DIAGENS-B is a potential Stock Connect target.
5. Medcaptain Medical Technology Kicks Off Public Offering Today; Application Fee Approximately HKD 1,557.55; Listing Expected on 7 September
On 28 August, medical device supplier Medcaptain Medical Technology Co., Ltd. (02041.HK) announced details of its Hong Kong offering, planning a global offering of 38,910,600 H-shares at an offer price of HKD 15.42 per share, with a board lot of 100 shares and an application fee of approximately HKD 1,557.55. The offer period runs from today until 2 September, with listing expected on 7 September.
V. Market Notes
Eligible securities list adjustment announcement
No recent announcements.
Trading calendar
No approaching market closure days.
NewTimeSpace Disclaimer: All content herein is the original work of NewTimeSpace. Any reproduction, reprinting, or use of this content in any other manner must clearly indicate the source as "NewTimeSpace". NewTimeSpace and its authorized third-party information providers strive to ensure the accuracy and reliability of the data, but do not guarantee the absolute correctness thereof. This content is for reference only and does not constitute any investment advice. All transaction risks shall be borne by the user.
- HK Stock Connect Daily Report: ZJ INNOLIGHT Officially Added to Stock Connect, Z.AI Surges Over 12%, Southbound Net Buying Reaches HKD 3.18 Billion - 20260827
- HK Stock Connect Daily Report: HSI Quarterly Review Sparks HKD 38.6 Billion Fund-Flow Expectation; Jack Ma Boosts Alibaba Stake by Over HKD 600 Million in Consecutive Days - 20260826
- HK Stock Connect Daily Report: EVEREST MED Surges Over 18%, KINGBOARD Group Leads PCB, LEAPMOTOR Profit Soars 530% - 20260825
- HK Stock Connect Daily Report: ALIBABA-W's HKD 80 Billion Placing All-In on AI, Hang Seng Index Loses 26,000 Level - 20260824
- HK Stock Connect Daily Report: MINIMAX-W Up Nearly 12%, Z.AI Up Over 10%, Southbound Net Sell of HKD 7.6 Billion - 20260821