Hong Kong AI Concept Stock Daily：Two Departments Issue the "15th Five-Year Plan" for the Electronic Information Manufacturing Industry, AI Chips Sector Rebounds Against the Market Trend - 20260915

NewTimeSpace · 2026/09/15 18:09 · By Jiayi Sun

On September 15, 2026, the three major Hong Kong indices declined collectively, with the Hang Seng Index down 1.00%, the Hang Seng TECH Index down 0.62%, and the Hang Seng China Enterprises Index down 0.96%. The Hang Seng Index's full-day market turnover was 187.2 billion HKD, Southbound funds saw a net inflow of 881 million HKD. AI concept stocks diverged on the day, with the AI Chips sector rebounding against the market trend on policy tailwinds, while the LLM sector continued to come under pressure.

Key Highlights:

AI concept stocks diverged on the day, with the AI Chips sector rebounding against the market trend on policy tailwinds, while the LLM sector continued to come under pressure.
In the LLM space, TENCENT (00700.HK) rose 1.90% and ALIBABA-W (09988.HK) rose 1.23%.
In the AI Chips space, MONTAGE TECH (06809.HK) rose 5.43%, ILUVATAR COREX (09903.HK) rose 4.17% and GIGADEVICE (03986.HK) rose 4.00%.

I. Market Overview

On September 15, 2026, the three major Hong Kong indices declined collectively, with the Hang Seng Index down 1.00%, the Hang Seng TECH Index down 0.62%, and the Hang Seng China Enterprises Index down 0.96%. The Hang Seng Index's full-day market turnover was 187.2 billion HKD, lower than that of the previous trading day. Southbound funds saw a net inflow of 881 million HKD. AI concept stocks diverged on the day, with the AI Chips sector rebounding against the market trend on policy tailwinds, while the LLM sector continued to come under pressure.

In the LLM space, TENCENT (00700.HK) rose 1.90% and ALIBABA-W (09988.HK) rose 1.23%, while Baidu Group-W (09888.HK) and MEITUAN-W (03690.HK) edged lower; Z.AI (02513.HK) fell 5.69% and MINIMAX-W (00100.HK) fell 7.05%, among the biggest decliners, with KUAISHOU-W (01024.HK) following lower. Z.AI announced on September 13 the completion of approximately US$5 billion in financing, with a placing price of HK$714, a discount of approximately 9.96% to the previous closing price.

In the AI Chips space, MONTAGE TECH (06809.HK) rose 5.43%, ILUVATAR COREX (09903.HK) rose 4.17% and GIGADEVICE (03986.HK) rose 4.00%.while HUA HONG GRACE (01347.HK) fell 0.75%, SMIC (00981.HK) and BIREN TECH (06082.HK) followed lower. With policy tailwinds, combined with the AI "cooling" discussion failing to hold back hardware-side prosperity, Hong Kong's semiconductor sector strengthened across the board.

In the Autonomous Driving space, BLACK SESAME (02533.HK) rose 3.60% and WERIDE-W (00800.HK) rose 0.13%, while PONY-W (02026.HK) fell 1.25%, with HORIZONROBOT-W (09660.HK) and ROBOSENSE (02498.HK) following lower. Trading across the sector was generally light, and there was a lack of an obvious catalyst.

In the Embodied AI space, the sector declined across the board. UBTECH ROBOTICS (09880.HK) fell 2.79% and XIAOMI-W (01810.HK) fell 2.43%.

II. Market Performance of Representative AI Stocks

Stock Code	Company Name	Closing Price (HKD)	Change(%)	Sector / Concept
06809.HK	MONTAGE TECH	256.200	5.43	AI Chips
09903.HK	ILUVATAR COREX	110.700	4.17	AI Chips
03986.HK	GIGADEVICE	436.800	4.00	AI Chips
02533.HK	BLACK SESAME	9.630	3.60	Autonomous Driving
00700.HK	TENCENT	438.800	1.90	LLM
09988.HK	BABA-W	107.200	1.23	LLM
00800.HK	WERIDE-W	15.460	0.13	Autonomous Driving
03690.HK	MEITUAN-W	74.750	-0.40	LLM
09888.HK	BIDU-W	88.900	-0.45	LLM
01347.HK	HUA HONG GRACE	105.700	-0.75	AI Chips
00981.HK	SMIC	60.750	-0.90	AI Chips
02026.HK	PONY-W	51.150	-1.25	Autonomous Driving
09660.HK	HORIZONROBOT-W	4.110	-1.79	Autonomous Driving
01810.HK	XIAOMI-W	26.500	-2.43	Embodied AI
01024.HK	KUAISHOU-W	29.800	-2.55	LLM
09880.HK	UBTECH ROBOTICS	76.700	-2.79	Embodied AI
02498.HK	ROBOSENSE	15.950	-3.10	Autonomous Driving
06082.HK	BIREN TECH	32.060	-3.14	AI Chips
02513.HK	Z.AI	680.000	-5.69	LLM
00100.HK	MINIMAX-W	234.600	-7.05	LLM

Data Source: HKEX. For reference only, not investment advice. Data as of market close on September 15, 2026.

III. AI Industry & Corporate Developments

1. The "15th Five-Year Plan for the Development of the Electronic Information Manufacturing Industry" Is Issued, Promoting Quality Improvement and Upgrading of the Chip Industry

The Ministry of Industry and Information Technology and the National Development and Reform Commission issued the "15th Five-Year Plan for the Development of the Electronic Information Manufacturing Industry", which mentions promoting full-chain breakthroughs in integrated circuits. It calls for developing high-end chip products such as high-performance processors, high-density memory, and high-reliability analog and mixed-signal chips. It calls for raising the level of integrated circuit manufacturing, refining mature process nodes, and improving advanced process capabilities. It calls for promoting the development and application of advanced packaging and testing technologies. It calls for promoting the quality improvement and upgrading of the wide bandgap semiconductor industry, and promoting the industrialization of ultra-wide bandgap semiconductors such as gallium oxide and diamond. It calls for continuously enhancing the supply capacity of key equipment, materials and components, accelerating the development of electronic design automation (EDA) tools and intellectual property cores (IP cores), and advancing technological breakthroughs and applications such as 3D integration.

2. National Medical Products Administration Approves and Issues the World's First "AI + Brain-Computer Interface" Medical Device Standard

On September 14, the National Medical Products Administration approved and issued China's third brain-computer interface medical device standard, which is also the world's first product standard for brain-computer interface medical devices that uses artificial intelligence technology to process EEG data; the new standard will officially take effect on September 1 next year. The new standard systematically regulates the technical requirements and testing methods for the entire process of data collection, processing, labeling, storage and access for brain-computer interface medical devices, helping enterprises resolve common problems such as inconsistent standards for dataset quality control and non-standard construction processes in brain-computer interface medical devices.

3. DeepSeek-V4.1-Flash Launches on the Qwen AI Platform

On September 14, Alibaba Cloud announced that DeepSeek-V4.1-Flash has officially launched on the Qwen AI platform, with the related API services and Token Plan opened simultaneously.

4. Unitree Robotics Upgrades the G1 Robot and Officially Launches the G1+

Unitree Robotics announced on the 14th that the humanoid robot G1 has been comprehensively upgraded, officially launching the G1+, bringing 6 upgrades at once across three dimensions—motion performance, perceptual interaction and intelligent experience—with a focus on strengthening neck flexibility, joint motor output and thermal management, visual and tactile perception, power supply and battery life, and far-field voice interaction capabilities. The standard version G1+ is priced at RMB 95,000 including tax, while the price of the G1+ EDU, aimed at scientific research and in-depth development scenarios, has not yet been announced.

5. NVIDIA, Palantir and Others Reportedly Restrict Use of OpenAI and Anthropic's Most Advanced AI Models

On September 14, it was reported that NVIDIA, Palantir and Booz Allen Hamilton are demanding that OpenAI and Anthropic provide new security safeguards, and are reducing or stopping their use of the two companies' most advanced AI models. Palantir has persuaded Anthropic to commit to providing "irrevocable" zero data retention (ZDR) guarantees for all models; some enterprises are turning to using self-developed AI models to handle more sensitive business tasks.

IV. Profiles of Representative AI Concept Stocks

Company Name	Stock Code	Industry Position	Main Product Lines & Business Overview
MINIMAX-W	00100.HK	A top-tier player dedicated to omni-modal Artificial General Intelligence (AGI)	The company continuously iterates its video generation model matrix and has partnered with mainstream domestic and overseas chip manufacturers and inference platforms to complete underlying adaptations. The total monthly active users (MAU) of its B2C and B2B LLM applications, along with multimodal API call volumes, maintain rapid growth, further broadening its computing power ecological layout.
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.
Z.AI	02513.HK	A leading player in China's independent LLM sector	Knowledge Atlas Technology Joint Stock Company Limited (02513.HK; commercially known as Zhipu AI) is a leading player in China's independent large language model (LLM) sector (recognized for its capabilities and market position by Frost & Sullivan). The company has released its next-generation flagship model, GLM-5.2, achieving open-source State-of-the-Art (SOTA) performance in coding and agentic capabilities. It has also open-sourced the multimodal image generation model GLM-Image in collaboration with Huawei. Focusing on novel model architecture design, generalized reinforcement learning paradigms, and autonomous model evolution, its business layout closely aligns with the trend of enterprise-level AI productivity transformation.

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