HK Stock Connect Daily Report: YUNJI Leads with a 26.15% Gain as Robot Sector Momentum Continues - 20261009

NewTimeSpace · 2026/10/09 18:09 · By Boyuan Chen

On October 9, 2026, Hong Kong stocks rebounded, with the HSTECH up 3.06%. YUNJI led Stock Connect with a 26.15% gain; southbound net buying was HK$291 million.

Key Highlights:

The HSI rose 1.79%, the HSTECH rose 3.06% and the HSCEI rose 1.71%; full-day HSI turnover reached HKD 209.2 billion, up slightly from the previous session, with southbound net buying of HK$291 million, comprising net selling of HK$2.331 billion via Shanghai and net buying of HK$2.622 billion via Shenzhen.
YUNJI led Stock Connect gainers with a 26.15% rise, TOPNC rose 15.74% and YUNFENG FIN rose 15.23%; TH MEDICAL-B fell 34.17%, UISEE TECH fell 19.28% and DHI fell 15.94%. ETF turnover was led by Huatai-PB China Securities Han Stock Exchange China Korea Semiconductor ETF at RMB 12.250 billion.
Robot sector momentum continued with YUNJI leading; TOPNC first-half new orders rose 115.6%; ROBOSENSE third-quarter LiDAR shipments hit a record 595,600 units; southbound flows diverged between the Shanghai and Shenzhen channels; OpenAI revenue fell short of expectations, triggering a global AI hardware selloff.

I. Market Overview

On October 9, 2026, the three major Hong Kong indices rebounded, with the Hang Seng Index up 1.79%, the Hang Seng TECH Index up 3.06%, and the Hang Seng China Enterprises Index up 1.71%. Full-day turnover on the Hang Seng Index reached HKD 209.2 billion, up slightly from HKD 207.3 billion a day earlier.

On the board, among Stock Connect constituent stocks, YUNJI rose 26.15%, TOPNC rose 15.74%, YUNFENG FIN rose 15.23%, SHOUGANG LANZA rose 14.90% and DEEPZERO rose 11.30%; on the downside, TH MEDICAL-B fell 34.17%, UISEE TECH fell 19.28%, DHI fell 15.94%, DELTON fell 10.09% and DTECH fell 9.95%. Robot-related names rose in line with the broader market, while AI hardware came under pressure after overnight weakness in US peers.

Southbound capital recorded net buying of HK$291 million on the day, comprising net selling of HK$2.331 billion via Stock Connect (Shanghai) and net buying of HK$2.622 billion via Stock Connect (Shenzhen), a divergence between the two channels.

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	02670	YUNJI	26.15	7.380	4.60
Gainers No. 2	07688	TOPNC	15.74	20.520	0.63
Gainers No. 3	00376	YUNFENG FIN	15.23	2.005	2.02
Gainers No. 4	02553	SHOUGANG LANZA	14.90	13.420	0.30
Gainers No. 5	02723	DEEPZERO	11.30	650.000	1.68
Decliners No. 5	01377	DTECH	-9.95	228.000	1.46
Decliners No. 4	01989	DELTON	-10.09	103.400	2.67
Decliners No. 3	01081	DHI	-15.94	29.100	3.44
Decliners No. 2	01511	UISEE TECH	-19.28	40.360	0.30
Decliners No. 1	02697	TH MEDICAL-B	-34.17	183.000	0.75

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	TENCENT	36.28	-2.59	3.26
2	01810	XIAOMI-W	29.59	-9.25	9.72
3	00981	SMIC	25.56	-2.61	1.50
4	06869	YOFC	25.32	-5.57	0.42
5	01888	KB LAMINATES	25.05	-1.80	-2.29
6	00883	CNOOC	22.50	0.59	-0.58
7	02513	Z.AI	21.74	3.63	-0.23
8	02800	Tracker Fund Of Hong Kong	18.20	-18.19	1.72
9	09988	ALIBABA-W	13.97	6.11	2.59
10	00100	MINIMAX-W	11.48	0.51	2.80

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	159100	ChinaAMC Bradesco Brazil Ibovespa ETF(QDII)	6.66	4.91
Gainers No. 2	520870	E Fund Itau Unibanco IBOVESPA ETF(QDII)	6.61	8.39
Gainers No. 3	159280	China Universal CNI HK Equities Internet ETF	3.21	0.36
Gainers No. 4	159040	Penghua CSI HK Equities Internet ETF	3.20	0.37
Gainers No. 5	520650	China Southern CSI HK Equities Internet ETF	3.18	0.98
Decliners No. 5	513350	Fullgoal S&P Oil & Gas Exploration and Production Selected Industry ETF(QDII)	-0.93	30.60
Decliners No. 4	159329	China Southern Csop Saudi Arabia ETF(QDII)	-1.03	0.31
Decliners No. 3	513780	Invesco Great Wall CSI HK Equities Innovative Drugs ETF	-1.05	6.14
Decliners No. 2	513290	China Universal NASDAQ Biotechnology Technology ETF(QDII)	-1.33	3.28
Decliners No. 1	159518	Harvest S&P Oil & Gas Exploration and Production Selected Industry ETF(QDII)	-1.88	27.75

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)	CSI China-Korea Semiconductor Index	122.50	106.68	-0.92
2	513120	GF CSI HK Innovative Drugs Industry ETF(QDII)	CSI HK Innovative Drugs Industry Index (HKD)	81.39	37.83	-0.68
3	513090	E Fund CSI Hong Kong Securities Investment Theme ETF	CSI Hong Kong Securities Investment Theme Index (HKD)	35.34	20.54	0.64
4	513350	Fullgoal S&P Oil & Gas Exploration and Production Selected Industry ETF(QDII)	S&P Oil & Gas Exploration & Production Select Industry Index	30.60	248.70	-0.93
5	159518	Harvest S&P Oil & Gas Exploration and Production Selected Industry ETF(QDII)	S&P Oil & Gas Exploration & Production Select Industry Index	27.75	123.58	-1.88
6	513130	Huatai-PB CSOP Hang Seng Technology Index ETF(QDII)	Hang Seng TECH Index	24.66	7.81	1.78
7	513180	ChinaAMC Hang Seng Technology ETF(QDII)	Hang Seng TECH Index	24.60	6.52	1.74
8	513050	E Fund CSI Overseas China Internet 50 ETF	CSI Overseas China Internet 50 Index (RMB)	21.79	6.26	2.14
9	513330	ChinaAMC Hang Seng Internet Technology Industry ETF(QDII)	Hang Seng Internet Technology Industry Index	19.09	7.40	2.12
10	159509	Invesco Great Wall NASDAQ Technology Market Capitalization Weighting ETF(QDII)	NASDAQ Technology Market Capitalization Weighting Index	17.93	8.04	2.73

IV. Industry and Corporate Updates

1. YUNJI Tops Stock Connect Gainers with a 26.15% Rise as Robot Sector Momentum Continues

On October 9, YUNJI (02670.HK) closed up 26.15% at HKD 7.380, the top gainer among Stock Connect stocks on the day. The company is a commercial service robot provider whose business covers robot hardware and scenario-based service solutions. Robot-related names extended their recent momentum, with mass production progress along the supply chain the main driver: Changying Precision said it delivered more than 1.1 million precision components for humanoid robots from January to August 2026, with third- and fourth-quarter order growth outpacing the first half, while Guosheng Securities said Tesla is accelerating mass production preparation with solid supply chain progress, and domestic players including AgiBot have released new products.

2. TOPNC Rises 15.74% as First-Half New Orders Grow 115.6%

On October 9, TOPNC (07688.HK) closed up 15.74% at HKD 20.520. The company makes high-end CNC machine tools and intelligent manufacturing equipment and is a recently listed Hong Kong newcomer. It said new orders in the first half of 2026 grew 115.6% year on year. A total of 32.665 million cornerstone investor shares will be unlocked on November 20.

3. ROBOSENSE Rises 5.52% as Q3 LiDAR Shipments Hit a Record 595,600 Units

On October 9, ROBOSENSE (02498.HK) closed up 5.52% at HKD 16.250 after reporting third-quarter LiDAR shipments of 595,600 units, up 220.9% year on year and 53.1% quarter on quarter, a single-quarter record. ADAS LiDAR shipments reached 450,400 units, up 200.1%, while robotics and other applications accounted for 145,200 units, up 309.0%. For the first three quarters, cumulative shipments reached 1,314,800 units, already exceeding the 912,000 units shipped in all of 2025.

4. Southbound Net Buying Reaches HK$291 Million as the Two Channels Diverge

On October 9, southbound capital recorded net buying of HK$291 million, comprising net selling of HK$2.331 billion via Stock Connect (Shanghai) and net buying of HK$2.622 billion via Stock Connect (Shenzhen). At the stock level, southbound funds bought a net HK$1.066 billion of AIA (01299.HK), HK$611 million of ALIBABA-W (09988.HK) and HK$363 million of Z.AI (02513.HK), while selling a net HK$1.819 billion of Tracker Fund Of Hong Kong (02800.HK), HK$925 million of XIAOMI-W (01810.HK) and HK$557 million of YOFC (06869.HK).

5. OpenAI Revenue Falls Short of Expectations, Triggering a Global AI Hardware Selloff as DELTON Falls 10.09%

On October 9, media reports said OpenAI annualised revenue is approaching USD 50 billion, below the USD 70 billion previously circulating in the market, reviving concerns over the pace of AI monetisation and weighing on AI hardware globally. The Nasdaq fell more than 1% overnight; in the A-share market, MLCC, PCB and memory chip names weakened across the board, with Zhongji Innolight down more than 5% and Shennan Circuits down more than 9%. In Hong Kong, DELTON (01989.HK) fell 10.09%, DTECH (01377.HK) fell 9.95% and GIGADEVICE (03986.HK) fell 1.05%, while SMIC (00981.HK) rose 1.50% against the trend.

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