Hong Kong AI Concept Stock Daily："15th Five-Year Plan for Information and Communication Industry Development" Released; Large Model and AI Chip Sectors Mostly Weakened -20260908

NewTimeSpace · 2026/09/08 17:49 · By Xuran Lin

On September 8, 2026, the three major Hong Kong indices opened lower and fluctuated, with the Hang Seng Index down 0.38%, the Hang Seng TECH Index down 1.61%, and the Hang Seng China Enterprises Index down 0.38%. On that day, most AI concept stocks weakened, with the large model and AI chip sectors suffering heavy losses, while the intelligent driving theme saw mixed gains and losses.

I. Market Overview

On September 8, 2026, the three major Hong Kong indices opened lower and fluctuated, with the Hang Seng Index down 0.38%, the Hang Seng TECH Index down 1.61%, and the Hang Seng China Enterprises Index down 0.38%. The Hang Seng Index's turnover was HK$206.2 billion, and southbound funds saw a net inflow of HK$6.128 billion. On that day, most AI concept stocks weakened, with the large model and AI chip sectors suffering heavy losses, while the intelligent driving theme saw mixed gains and losses.

In the large model segment, MEITUAN-W (03690.HK) rose 0.69% against the trend. Of the large model duo, Z.AI (02513.HK) closed down 10.02%, once again losing the HK$1,000 mark. MINIMAX-W (00100.HK) closed down 5.59%. Baidu Group-W, ALIBABA-W, TENCENT (00700.HK), and KUAISHOU-W followed the declines

In the AI chip segment, BIREN TECH (06082.HK) fell 7.19%, SMIC (00981.HK) closed down 4.32%, and HUA HONG GRACE, MONTAGE TECHNOLOGY, GIGADEVICE, and ILUVATAR COREX followed the declines.

In the intelligent driving segment, PONY-W (02026.HK) rose 2.77%, and HORIZONROBOT-W (09660.HK) edged up 0.45%. BLACK SESAME (02533.HK) fell 3.86%, and ROBOSENSE and WERIDE-W followed the declines.

In the embodied intelligence segment, UBTECH ROBOTICS (09880.HK) fell 1.11%, and XIAOMI-W (01810.HK) fell 2.11%.

II. Market Performance of Representative AI Stocks

Stock Code	Company Name	Closing Price (HKD)	Change(%)	Sector / Concept
02026.HK	PONY-W	55.600	2.77	Autonomous Driving
03690.HK	MEITUAN-W	80.600	0.69	LLM
09660.HK	HORIZONROBOT-W	4.420	0.45	Autonomous Driving
09988.HK	BABA-SW	109.500	-0.09	LLM
09903.HK	ILUVATAR COREX	339.200	-0.18	AI Chips
00700.HK	TENCENT	435.400	-0.68	LLM
06809.HK	MONTAGETECH	276.000	-1.08	AI Chips
09880.HK	HUA HONG GRACE	84.600	-1.11	Embodied AI
03986.HK	GIGADEVICE	485.600	-1.22	AI Chips
09888.HK	BIDU-SW	89.550	-2.02	LLM
01810.HK	XIAOMI-W	26.920	-2.11	Embodied AI
00800.HK	WERIDE-W	15.750	-2.17	Autonomous Driving
02498.HK	ROBOSENSE	17.570	-2.71	Autonomous Driving
01024.HK	KUAISHOU-W	33.040	-2.77	LLM
01347.HK		111.000	-3.56	AI Chips
02533.HK	BLACK SESAME	10.210	-3.86	Autonomous Driving
00981.HK	SMIC	65.350	-4.32	AI Chips
00100.HK	MINIMAX-W	331.200	-5.59	LLM
06082.HK	BIRENTECH	38.200	-7.19	AI Chips
02513.HK	Z.AI	916.000	-10.02	LLM

Data Source: HKEX. For reference only, not investment advice. Data as of market close on September 8, 2026.

III. AI Industry & Corporate Developments

1. Xiaomi Group Launches Four Range-Extended Models in a Row and Unveils New Foldable Screen Flagship

On September 7, Xiaomi Group launched four range-extended models in a row, marking the completion of the dual-series layout of its automotive business. In addition, Xiaomi Group released the new foldable screen flagship Xiaomi 18 Fold and the Xiaomi Pad 9 Pro Max, both powered by Xiaomi Group's new-generation chip product Xuanjie O3. Lei Jun, founder, chairman and CEO of Xiaomi Group, said that Xiaomi Group will continue to step up investment in core technology research and development and adhere to the "Human x Car x Home" all-ecosystem strategy.

2. Samsung Electronics Is Accelerating the Development of Its Humanoid Robot Prototype

News on September 7: Samsung Electronics is accelerating the development of its humanoid robot prototype, with the goal of publicly unveiling its self-developed humanoid robot for the first time at CES 2027, the world's largest consumer electronics show, to be held in Las Vegas, the United States, in January 2027.

3. "15th Five-Year Plan for Information and Communication Industry Development" Released

The Ministry of Industry and Information Technology issued the "15th Five-Year Plan for Information and Communication Industry Development," under which, by 2030, a new-generation communications network with complete coverage and leading performance will be fully built. It mentions the orderly deployment of intelligent computing clusters of 10,000 cards, 100,000 cards and above, and greater efforts to adapt to domestically produced computing power chips. It mentions the deployment of 400G and above high-speed transmission technologies, and promoting the extension of 100G optical network equipment to lower network levels.

4. Unitree Technology Achieves Fully Autonomous Humanoid Robot Boxing for the First Time

On the evening of September 7, Unitree Technology released a video stating that UnifoLM-X2-1.0 broke through bottlenecks in instantaneous planning, decision-making, and dynamic interactive execution of the world-action large model, achieving high-dynamic, strongly interactive, real-time prediction and planning of the future, and realizing fully autonomous humanoid robot boxing. This verified the basic feasibility of the large-scale deployment of humanoid robots driven by world models.

5. Huawei Launches a New High-Performance Chip at a Flagship Launch Event After 6 Years

News on September 7: Huawei released the new tri-fold flagship phone Mate XT 2 in Guangzhou, equipped with the Kirin 9050 Pro chip, the first chip to adopt logical folding technology. This also marks Huawei's launch of a new high-performance chip at a flagship launch event after 6 years. According to the introduction, the overall performance of the Mate XT 2 tri-fold phone is 42% higher than that of the Mate XTs released in September last year.

IV. Profiles of Representative AI Concept Stocks

Company Name	Stock Code	Industry Position	Main Product Lines & Business Overview
MEITUAN-W	03690.HK	AI technology pioneer in local life services	Its AI-native community application “Miyu” has demonstrated operational value in physical retail and dining environments, boosting merchant efficiency. The company continuously enhances search, recommendation, and dispatch algorithms across its local commerce ecosystem using proprietary foundation models. By deploying AI Agent technologies in customer service, merchant marketing assistants, and instant delivery route planning, the company improves dual-sided operational efficiency and management precision.
XIAOMI-W	01810.HK	Full-stack AI technology giant anchored by the "Human x Car x Home" ecosystem	Its foundational model family MiMo has entered the top tier of global open-source models; MiMo-V2-Pro features over 1 trillion parameters, while MiMo-V2.5-Pro tied for 1st globally among open-source models with a score of 54 on the Artificial Analysis composite index. AI capabilities fully power the "Human x Car x Home" ecosystem, driving iterative upgrades in the CyberOne humanoid and CyberDog bionic quadrupeds. Multimodal computer vision, force-control algorithms, and automated dispatch logics are deeply integrated into dark-factory production and flexible manufacturing.
ILUVATAR COREX	09903.HK	Domestic general-purpose GPU pioneer & builder of full-scenario AI compute bases	Established in 2015, it is among the earliest domestic vendors to achieve mass production of general-purpose GPUs. Product lines cover training, inference, and edge computing across the Tiangai, Zhikai, and Tongyang series. In July 2026, it launched its next-gen flagship Tiangai 300 at WAIC, matching the Nvidia Hopper architecture. As of late 2025, it served 340+ clients across 30+ industries, generating core GPGPU revenue of ~RMB 923 million (+149.6% YoY).
HORIZONROBOT-W	09660.HK	China's leading intelligent driving computing solution provider and full‑stack vehicle intelligence enabler	Founded in 2015, it offers ADAS and high‑level autonomous driving solutions. Core products include the Journey-series in-car AI chips (cumulative shipments exceeding 10 million units), the HSD full‑scenario urban driving solution, and the "Starry 6P" cockpit‑driving integrated vehicle intelligence chip. In 2025, it held a 47.7% market share in domestic ADAS for independent brands, with full‑year revenue of RMB 3.758 billion, up 57.7% YoY.
PONY-W	02026.HK	Global commercialization leader in L4 autonomous mobility and logistics	The first autonomous driving company in China to secure fully driverless Robotaxi commercial operation permits across all four top-tier cities (Beijing, Shanghai, Guangzhou, Shenzhen). Core operations span autonomous ride-hailing (Robotaxi) and freight services (Robotruck), with Robotaxi deployments across 9 countries and public operations in overseas markets including Croatia, Qatar, Singapore, and South Korea. Targeting a global fleet exceeding 3,000 vehicles across 20+ cities by 2026, the company has achieved positive unit economics per vehicle.

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