HK Stock Connect Daily Report: YUNJI Leads with an 18.56% Gain as Holiday Robot Service Tasks Hit 19.785 Million - 20261012

NewTimeSpace · 2026/10/12 18:13 · By Xuran Lin

On October 12, 2026, Hong Kong indices diverged, with the HSI up 0.25%. YUNJI led gainers with an 18.56% rise; southbound net buying was HK$2.603 billion.

Key Highlights:

The HSI rose 0.25%, the HSTECH fell 0.67% and the HSCEI rose 0.25%; full-day HSI turnover reached HKD 162.6 billion, down sharply from the previous session, with southbound net buying of HK$2.603 billion, comprising HK$1.955 billion via Shanghai and HK$649 million via Shenzhen.
YUNJI led Stock Connect gainers with an 18.56% rise, SERES rose 15.22% and HQVT rose 14.05%; TH MEDICAL-B fell 50.41%, JOHNSON ELEC H fell 20.09% and UISEE TECH fell 15.76%. ETF turnover was led by Huatai-PB China Securities Han Stock Exchange China Korea Semiconductor ETF at RMB 7.445 billion, Invesco Great Wall NASDAQ Technology Market Capitalization Weighting ETF at RMB 5.151 billion and GF CSI HK Innovative Drugs Industry ETF at RMB 4.734 billion.
YUNJI robot service tasks reached 19.785 million during the holidays; SERES signed a deepened long-term strategic cooperation agreement with CATL; CIG plans to raise more than HK$6.5 billion via an H-share placement and convertible bonds; robot industry news flow built up, with AMD acquiring World Labs for about USD 8.2 billion.

I. Market Overview

On October 12, 2026, the three major Hong Kong indices diverged, with the Hang Seng Index up 0.25%, the Hang Seng TECH Index down 0.67%, and the Hang Seng China Enterprises Index up 0.25%. Full-day turnover on the Hang Seng Index reached HKD 162.6 billion, down sharply from HKD 209.2 billion a day earlier.

On the board, among Stock Connect constituent stocks, YUNJI rose 18.56%, SERES rose 15.22%, HQVT rose 14.05%, SEYOND rose 12.75% and HIPINE rose 9.85%; on the downside, TH MEDICAL-B fell 50.41%, JOHNSON ELEC H fell 20.09%, UISEE TECH fell 15.76%, BIOCYTOGEN-B fell 12.43% and BRAINAURORA-B fell 11.98%. Robot, copper clad laminate and new energy vehicle supply chain names were active, while pharmaceutical and optical communication names came under pressure.

Southbound capital recorded net buying of HK$2.603 billion on the day, comprising net buying of HK$1.955 billion via Stock Connect (Shanghai) and net buying of HK$649 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)
Gainers No. 1	02670	YUNJI	18.56	8.750	3.12
Gainers No. 2	09927	SERES	15.22	38.920	4.10
Gainers No. 3	01392	HQVT	14.05	25.000	1.38
Gainers No. 4	02665	SEYOND	12.75	1.680	2.27
Gainers No. 5	02583	HIPINE	9.85	44.840	1.88
Decliners No. 5	06681	BRAINAURORA-B	-11.98	0.845	0.28
Decliners No. 4	02315	BIOCYTOGEN-B	-12.43	60.600	5.05
Decliners No. 3	01511	UISEE TECH	-15.76	34.000	0.13
Decliners No. 2	00179	JOHNSON ELEC H	-20.09	13.520	3.46
Decliners No. 1	02697	TH MEDICAL-B	-50.41	90.750	1.85

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	29.94	0.20	0.24
2	00883	CNOOC	21.46	-0.12	1.00
3	09988	ALIBABA-W	20.42	-1.10	1.12
4	06869	YOFC	20.15	-5.70	-7.25
5	01810	XIAOMI-W	19.63	9.74	-5.55
6	01888	KB LAMINATES	17.09	-3.48	-4.49
7	06166	CIG	15.16	0.11	-11.44
8	00981	SMIC	15.03	-4.34	-2.52
9	00148	KINGBOARD HLDG	7.44	-2.42	-3.14
10	01299	AIA	7.38	7.29	0.91

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	513290	China Universal NASDAQ Biotechnology Technology ETF(QDII)	4.31	5.10
Gainers No. 2	520870	E Fund Itaú Unibanco IBOVESPA ETF(QDII)	2.87	7.19
Gainers No. 3	159100	ChinaAMC Bradesco Brazil Ibovespa ETF(QDII)	2.26	3.93
Gainers No. 4	513400	Penghua Dow Jones Industrial Average ETF(QDII)	2.23	6.57
Gainers No. 5	513190	ChinaAMC CSI HK Equities Interior Finance ETF	1.65	3.40
Decliners No. 5	159131	Hwabao CSI HK Equities Information Technology Integration ETF	-2.56	10.24
Decliners No. 4	526030	China Universal CSI HK Equities Information Technology Integration ETF	-2.59	0.15
Decliners No. 3	159198	Fullgoal CSI HK Equities Information Technology Integration ETF	-2.61	0.78
Decliners No. 2	513310	Huatai-PB China Securities Han Stock Exchange China Korea Semiconductor ETF(QDII)	-2.62	74.45
Decliners No. 1	159509	Invesco Great Wall NASDAQ Technology Market Capitalization Weighting ETF(QDII)	-4.84	51.51

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	74.45	65.23	-2.62
2	159509	Invesco Great Wall NASDAQ Technology Market Capitalization Weighting ETF(QDII)	NASDAQ Technology Market Capitalization Weighting Index	51.51	23.17	-4.84
3	513120	GF CSI HK Innovative Drugs Industry ETF(QDII)	CSI HK Innovative Drugs Industry Index (HKD)	47.34	21.67	-0.31
4	513090	E Fund CSI Hong Kong Securities Investment Theme ETF	CSI Hong Kong Securities Investment Theme Index (HKD)	22.76	13.11	0.40
5	159941	GF NASDAQ 100 ETF	NASDAQ-100 Index	19.78	4.85	-0.06
6	513350	Fullgoal S&P Oil & Gas Exploration and Production Selected Industry ETF(QDII)	S&P Oil & Gas Exploration & Production Select Industry	16.65	139.48	-1.15
7	513180	ChinaAMC Hang Seng Technology ETF(QDII)	Hang Seng TECH Index	15.62	4.11	-0.38
8	513130	Huatai-PB CSOP Hang Seng Technology Index ETF(QDII)	Hang Seng TECH Index	14.00	4.39	-0.39
9	159792	Fullgoal CSI HK Equities Internet ETF	CSI HK Equities Internet Index	13.40	4.09	-0.19
10	513050	E Fund CSI Overseas China Internet 50 ETF	CSI Overseas China Internet 50 Index (RMB)	11.67	3.30	0.60

IV. Industry and Corporate Updates

1. YUNJI Tops Stock Connect Gainers with an 18.56% Rise as Holiday Robot Service Tasks Reach 19.785 Million

On October 12, YUNJI (02670.HK) closed up 18.56% at HKD 8.750, the top gainer among Stock Connect stocks on the day. Data released by the company on robot service operations during the Mid-Autumn Festival and National Day holidays showed that its robot service agents completed a cumulative 19.785 million service tasks and travelled 1.689 million kilometres, while AI voice calls reached 2.026 million, up 110.37% year on year. In the first half of 2026, YUNJI posted total revenue of RMB 188 million, up 71.6% year on year, with subscriptions to AI digital systems such as HDOS up 621%.

2. SERES Rises 15.22% After Signing a Deepened Long-term Strategic Cooperation Agreement with CATL

On October 12, SERES (09927.HK) closed up 15.22% at HKD 38.920. On October 10, SERES and CATL signed a deepened long-term strategic cooperation agreement in Chongqing. Under the agreement, the two will accelerate the second phase of the in-factory plant at the SERES super factory, which has planned annual capacity of 10GWh to 12GWh and will lift combined phase-one and phase-two capacity to more than 20GWh. They will also build an ultra-fast charging ecosystem and jointly expand into overseas markets including Europe, the Middle East and Central Asia. All AITO models have used CATL batteries since the brand was founded, with cumulative deliveries exceeding 1.2 million units.

3. CIG Falls 11.44% on a Plan to Raise More Than HK$6.5 Billion via H-share Placement and Convertible Bonds

On October 12, CIG (06166.HK) fell 11.44% to HKD 92.900, with southbound turnover of HK$1.516 billion. The company earlier announced a plan to place new H shares and issue convertible bonds, raising more than HK$6.5 billion in net proceeds, of which about 55% will fund expanded optical module capacity and about 30% will be used for strategic investment in upstream companies.

4. Southbound Net Buying Reaches HK$2.603 Billion as XIAOMI-W Attracts HK$974 Million

On October 12, southbound capital recorded net buying of HK$2.603 billion, comprising net buying of HK$1.955 billion via Stock Connect (Shanghai) and HK$649 million via Stock Connect (Shenzhen). At the stock level, southbound funds bought a net HK$974 million of XIAOMI-W (01810.HK), HK$729 million of AIA (01299.HK) and HK$20 million of TENCENT (00700.HK), while selling a net HK$570 million of YOFC (06869.HK), HK$434 million of SMIC (00981.HK) and HK$348 million of KB LAMINATES (01888.HK).

5. Robot Industry News Flow Builds as AMD Acquires World Labs for About USD 8.2 Billion to Step Up Physical AI

At the industry level, robot-related developments were dense recently. AMD acquired World Labs for about USD 8.2 billion to step up physical artificial intelligence; Amazon announced plans to build a robot factory; and Tesla lifted Optimus capacity roughly tenfold. In China, AgiBot deployed 100 Lingxi X2 robots across 100 Aishida stores for retail deployment, while DEEP Robotics' humanoid robot DR02 completed a real traffic scenario test in the Xihu District of Hangzhou. Market reports also said regulators are adjusting the listing pace of some humanoid robot companies.

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