HK Stock Connect Daily Report: Southbound Capital Continues Net Buying of HK$881 Million, TH MEDICAL-B Surges 30.34% - 20260915

NewTimeSpace · 2026/09/15 18:41 · By Jiayi Sun

On September 15, 2026, the three major Hong Kong stock 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, and southbound capital continued net buying of HK$881 million on the day. Among Stock Connect constituent stocks, TH MEDICAL-B surged 30.34% as it recently signed a sales contract worth nearly RMB 100 million, further accelerating its commercialization process; HQVT surged 11.83% as the "Zhiyuan Qiyuan large model" obtained an official model service qualification in Shenzhen.

Key Highlights:

The Hang Seng Index's full-day market turnover was 187.2 billion HKD, and southbound capital continued net buying of HK$881 million on the day.
TH MEDICAL-B surged 30.34% as it recently signed a sales contract worth nearly RMB 100 million, further accelerating its commercialization process.
HQVT surged 11.83% as the "Zhiyuan Qiyuan large model" obtained an official model service qualification in Shenzhen.

I. Market Overview

On the board, among Stock Connect constituent stocks, TH MEDICAL-B surged 30.34% as it recently signed a sales contract worth nearly RMB 100 million, further accelerating its commercialization process; HQVT surged 11.83% as the "Zhiyuan Qiyuan large model" obtained an official model service qualification in Shenzhen; DAJIN surged 10.90% as European offshore wind expansion faces supply constraints, and the company's own transportation and shipbuilding build a new growth curve. EPIWORLD plunged 15.72%; HIPINE fell 11.99% as its share price had fallen more than 30% cumulatively over the past week, with lock-up shares to be released from restriction at the end of this month.

Southbound capital recorded net buying of HK$881 million on the day. Of this, Stock Connect (Shanghai) recorded net buying of HK$804 million, and Stock Connect (Shenzhen) recorded net buying of HK$76 million.

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)
Gainers No. 1	02697	TH MEDICAL-B	30.34	340.2	3.86
Gainers No. 2	01392	HQVT	11.83	27.6	3.62
Gainers No. 3	01081	DAJIN	10.9	33.78	2.39
Gainers No. 4	03625	FOURSEMI	7.73	66.2	1.48
Gainers No. 5	02225	JINHAI MED TECH	7.24	6.295	0.24
Decliners No. 5	03774	FAMEGLOW	-10.1	18.88	0.19
Decliners No. 4	02583	HIPINE	-11.99	60.95	0.33
Decliners No. 3	02656	160 HEALTH	-12.73	7.575	0.35
Decliners No. 2	02526	DIAGENS-B	-13.61	438	0.55
Decliners No. 1	02726	EPIWORLD	-15.72	81.5	0.45

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	02513	Z.AI	40.34	7.18	-5.69
2	00700	TENCENT	37.37	-10	1.9
3	06869	YOFC	28.13	1.95	-0.9
4	01888	KB LAMINATES	22.98	-1.65	3.12
5	00100	MINIMAX-W	21.41	0.3	-7.05
6	00981	SMIC	20.38	-0.92	-0.9
7	09988	ALIBABA-W	18.33	-4.15	1.23
8	01347	HUA HONG GRACE	11.87	-4.78	-0.75
9	00148	KINGBOARD HLDG	10.03	0.03	2.41
10	00883	CNOOC	8.57	1.38	0.08

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)
Gainers No. 1	513050	E Fund CSI Overseas China Internet 50 ETF	1.09	15.05
Gainers No. 2	159607	Harvest CSI Overseas China Internet 30 ETF(QDII)	0.81	0.87
Gainers No. 3	513220	China Merchants CSI Global China Internet ETF(QDII)	0.67	0.27
Gainers No. 4	159605	GF CSI Overseas China Internet 30 ETF(QDII)	0.67	1.49
Gainers No. 5	513310	Huatai-PB China Securities Han Stock Exchange China Korea Semiconductor ETF(QDII)	0.52	113.13
Decliners No. 5	520680	China Southern CSI HK Equities Vehicles Industry Theme ETF	-1.95	0.06
Decliners No. 4	520780	Hwabao WP CSI HK Equities Vehicles Industry Theme ETF	-2.06	0.11
Decliners No. 3	520600	GF CSI HK Equities Vehicles Industry Theme ETF	-2.09	0.91
Decliners No. 2	520720	Guotai CSI HK Equities Vehicles Industry Theme ETF	-2.55	0.14
Decliners No. 1	520870	E Fund Ita煤 Unibanco IBOVESPA ETF(QDII)	-2.63	0.62

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	513310	Huatai-PB China Securities Han Stock Exchange China Korea Semiconductor ETF(QDII)	China-Korea Semiconductor	113.13	97.04	0.52
2	513120	GF CSI HK Innovative Drugs Industry ETF(QDII)	HK Innovative Drugs in HKD	39.94	17.48	-1.09
3	513130	Huatai-PB CSOP Hang Seng Technology Index ETF(QDII)	Hang Seng Tech Index	18.62	5.75	-0.37
4	513090	E Fund CSI Hong Kong Securities Investment Theme ETF	Hong Kong Securities in HKD	15.73	8.99	-0.77
5	513050	E Fund CSI Overseas China Internet 50 ETF	CSI Overseas China Internet 50 Index in RMB	15.05	4.23	1.09
6	513330	ChinaAMC Hang Seng Internet Technology Industry ETF(QDII)	Hang Seng Internet Technology Industry Index	14.53	5.68	0.29
7	513180	ChinaAMC Hang Seng Technology ETF(QDII)	Hang Seng Tech Index	13.25	3.41	-0.18
8	159131	Hwabao CSI HK Equities Information Technology Integration ETF	HK Equities Information Technology Integration in HKD	11.01	55.99	-1.29
9	159570	China Universal CNI HK Equities Innovative Drugs ETF	HK Equities Innovative Drugs	10.69	5.21	-1.19
10	159792	Fullgoal CSI HK Equities Internet ETF	HK Equities Internet	10.5	3.1	0

IV. Industry and Corporate Updates

1.GENSCRIPT BIO (01548.HK) Completes Delivery of Placing of 77.126 Million New H Shares, Raising Approximately HK$2.352 Billion

On September 15, the placing previously announced by GENSCRIPT BIO completed delivery. On September 11, the company entered into a placing agreement with Citigroup and JPMorgan, placing 77,126,000 new shares at HK$30.50 per share, accounting for approximately 3.50% of the existing issued share capital and representing a discount of approximately 4.7% to the closing price on September 10. Gross proceeds were approximately HK$2.352 billion, with net proceeds of approximately HK$2.327 billion, of which approximately 70% will be used to expand the group's AIDD platform production capacity and infrastructure, and approximately 20% will be used for R&D related to the AIDD platform.

2.BIOHEART-B (02185.HK) Enters into a Strategic Cooperation Agreement with SHENQI MEDICAL to Advance Commercialization of the BioHeart Stent

On September 15, BIOHEART-B announced on HKEX that the company recently entered into a strategic cooperation agreement with Shanghai Shenqi Medical Technology, to jointly advance the commercialization and clinical application of the company's independently developed product BioHeart bioresorbable sirolimus-eluting coronary stent system, which is expected, as an innovative "intervention without implantation" solution, to provide more treatment options for patients with coronary heart disease through clinical popularization and standardized application.

3.TENCENT (00700.HK) Spends HK$101 Million to Repurchase 229,000 Shares on September 15

On September 15, TENCENT published a next-day disclosure return, stating that on September 15, 2026 the company repurchased shares through the Stock Exchange of Hong Kong, with 229,000 shares repurchased, at a maximum repurchase price of HK$445.8 per share and a minimum repurchase price of HK$428 per share, for a total consideration paid of HK$100,673,827.3 (approximately HK$101 million). The repurchased shares are intended to be cancelled and were not held as treasury shares.

4.RUIHE DATA (03680.HK) Plans to Spend No More Than RMB 60 Million to Subscribe for Shares in LIGENT's (09856.HK) IPO

On September 15, RUIHE DATA announced that its wholly-owned subsidiary Ruihe Data Technology (Hong Kong) submitted a subscription application on September 14 to subscribe for shares allocated under the international offering of LIGENT, for a maximum amount of no more than RMB 60 million, at an offer price of HK$32.96 per share. RUIHE DATA believes that LIGENT and the group have relevant strategic synergies, and that the two parties are complementary upstream and downstream industry participants under a "software + hardware" model, and can carry out in-depth cooperation in areas such as integrated software-hardware computing power solutions, customer resource sharing, and optimization of data center energy efficiency.

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.

Tags：

NewTimeSpace HK Stock Connect HK Stock Connect ETF