HK Stock Connect Daily Report: COSCO SHIP ENGY Falls 15.64% as the US Weighs Easing Shadow Fleet Tanker Sanctions - 20261015

NewTimeSpace · 2026/10/15 18:07 · By Zeyu Wu

On October 15, 2026, the HSTECH fell 2.72% and the HSI lost 1.03%. COSCO SHIP ENGY slid 15.64%, while southbound capital posted HK$5.08 billion of net selling.

Key Highlights:

The HSTECH fell 2.72%, the HSI fell 1.03% and the HSCEI fell 0.98%; full-day HSI turnover reached HKD 224.2 billion, up sharply from the previous session, with southbound net selling of HK$5.080 billion, comprising HK$615 million via Shanghai and HK$4.415 billion via Shenzhen.
GON TECHNOLOGY led Stock Connect gainers with a 9.84% rise, BLUE MOON GROUP rose 5.18% and XUANZHUBIO-B rose 4.28%; COSCO SHIP ENGY fell 15.64%, ALEBUND-B fell 15.29% and LENOVO GROUP fell 14.54%. ETF turnover was led by Huatai-PB China Securities Han Stock Exchange China Korea Semiconductor ETF at RMB 10.514 billion.
Shipping stocks slumped as the US government weighs easing sanctions on shadow fleet tankers; mainland bank stocks strengthened late in the session, with ABC up 3.50% to a record high; GON TECHNOLOGY guided first-three-quarter net profit up as much as 78.84% year on year; HENGRUI PHARMA won clinical trial approval for its in-house Alzheimer's therapy SHR-3201 injection.

I. Market Overview

On October 15, 2026, the three major Hong Kong indices opened lower and fell through the session. The Hang Seng TECH Index dropped 2.72%, having fallen more than 3% at one point to a fresh recent low; the Hang Seng Index fell 1.03%, narrowly holding the 24,000 mark; and the Hang Seng China Enterprises Index fell 0.98%. Full-day turnover on the Hang Seng Index reached HKD 224.2 billion, up sharply from HKD 193.5 billion a day earlier.

On the board, among Stock Connect constituent stocks, GON TECHNOLOGY rose 9.84%, BLUE MOON GROUP rose 5.18%, XUANZHUBIO-B rose 4.28%, BRETON rose 3.76% and ABC rose 3.50%; on the downside, COSCO SHIP ENGY fell 15.64%, ALEBUND-B fell 15.29%, LENOVO GROUP fell 14.54%, LONGBIO-B fell 14.37% and ILUVATAR COREX fell 13.64%. Shipping, semiconductor and optical communication names weakened, while mainland bank and selected consumer names bucked the trend.

Southbound capital recorded net selling of HK$5.080 billion on the day, comprising net selling of HK$615 million via Stock Connect (Shanghai) and HK$4.415 billion via Stock Connect (Shenzhen), with the Shenzhen channel accounting for the bulk of the outflow.

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	02768	GON TECHNOLOGY	9.84	29.480	2.26
Gainers No. 2	06993	BLUE MOON GROUP	5.18	2.540	0.06
Gainers No. 3	02575	XUANZHUBIO-B	4.28	8.415	0.26
Gainers No. 4	01333	BRETON	3.76	14.070	0.29
Gainers No. 5	01288	ABC	3.50	6.800	12.38
Decliners No. 5	09903	ILUVATAR COREX	-13.64	79.800	7.34
Decliners No. 4	01779	LONGBIO-B	-14.37	72.400	0.08
Decliners No. 3	00992	LENOVO GROUP	-14.54	25.980	64.25
Decliners No. 2	09637	ALEBUND-B	-15.29	18.620	0.10
Decliners No. 1	01138	COSCO SHIP ENGY	-15.64	18.340	9.01

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	40.98	8.52	-1.32
2	00981	SMIC	36.15	-7.74	-3.96
3	00883	CNOOC	32.39	3.31	-2.10
4	09988	ALIBABA-W	32.17	-0.90	-3.71
5	01810	XIAOMI-W	31.54	-6.54	2.65
6	06869	YOFC	30.34	-9.31	-13.17
7	02513	Z.AI	23.28	-0.98	-10.23
8	01347	HUA HONG GRACE	22.20	-8.00	-7.83
9	01888	KB LAMINATES	17.13	-2.54	-9.63
10	00100	MINIMAX-W	10.64	-0.76	-12.10

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	159529	Invesco Great Wall S&P Consumption Selected ETF(QDII)	2.65	8.72
Gainers No. 2	520870	E Fund Itaú Unibanco IBOVESPA ETF(QDII)	1.14	3.46
Gainers No. 3	159100	ChinaAMC Bradesco Brazil Ibovespa ETF(QDII)	0.84	1.62
Gainers No. 4	520580	China Lian Merchants Xinxing Asia Selected ETF(QDII)	0.44	0.08
Gainers No. 5	158000	Penghua CSI HK Equities Interior Finance ETF	0.20	0.02
Decliners No. 5	520750	Harfor CSI HK Equities Information Technology Integration ETF	-6.24	0.08
Decliners No. 4	526000	ChinaAMC CSI HK Equities Information Technology Integration ETF	-6.25	6.16
Decliners No. 3	513240	Huaan CSI HK Equities Information Technology Integration ETF	-6.27	0.82
Decliners No. 2	159196	E Fund CSI HK Equities Information Technology Integration ETF	-6.30	2.83
Decliners No. 1	513310	Huatai-PB China Securities Han Stock Exchange China Korea Semiconductor ETF(QDII)	-6.86	105.14

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	105.14	105.13	-6.86
2	513120	GF CSI HK Innovative Drugs Industry ETF(QDII)	CSI HK Innovative Drugs Industry Index (HKD)	78.08	37.78	-0.97
3	513090	E Fund CSI Hong Kong Securities Investment Theme ETF	CSI Hong Kong Securities Investment Theme Index (HKD)	41.92	24.60	-1.04
4	159509	Invesco Great Wall NASDAQ Technology Market Capitalization Weighting ETF(QDII)	NASDAQ Technology Market Capitalization Weighting Index	25.39	11.65	-4.24
5	513180	ChinaAMC Hang Seng Technology ETF(QDII)	Hang Seng TECH Index	23.33	6.31	-3.04
6	513130	Huatai-PB CSOP Hang Seng Technology Index ETF(QDII)	Hang Seng TECH Index	21.81	7.03	-3.28
7	513050	E Fund CSI Overseas China Internet 50 ETF	CSI Overseas China Internet 50 Index (RMB)	17.61	5.02	-2.44
8	159570	China Universal CNI HK Equities Innovative Drugs ETF	CNI HK Equities Innovative Drugs Index	17.28	9.20	-0.30
9	159131	Hwabao CSI HK Equities Information Technology Integration ETF	CSI HK Equities Information Technology Integration Index (HKD)	15.81	102.97	-5.82
10	159941	GF NASDAQ 100 ETF	NASDAQ-100 Index	14.21	3.60	-3.17

IV. Industry and Corporate Updates

1. Shipping Stocks Slump as COSCO SHIP ENGY Falls 15.64% to Top Declines

On October 15, COSCO SHIP ENGY (01138.HK) closed down 15.64% at HKD 18.340, the worst performer among Stock Connect stocks, with turnover of HK$901 million. Hong Kong shipping names fell sharply on the day: Pacific Basin dropped more than 8%, TS Lines more than 7%, SITC 6%, Orient Overseas 4.7% and COSCO SHIP HOLD 4%. On the news front, the US government is considering easing sanctions on shadow fleet tankers to relieve record-high tanker freight rates; if those vessels return to legitimate oil transport, available capacity would rise directly, weighing on freight rate expectations.

2. Mainland Bank Stocks Strengthen Late in the Session as ABC Rises 3.50% to a Record High

On October 15, ABC (01288.HK) closed up 3.50% at HKD 6.800 with turnover of HK$1.238 billion, ranking fifth among Stock Connect gainers on the day. Hong Kong-listed mainland bank stocks extended gains late in the session and underpinned the broader market, with ICBC and CCB also hitting new highs, as low-valuation, high-dividend names drew allocations amid a pullback in technology stocks.

3. GON TECHNOLOGY Tops Gainers with a 9.84% Rise on Third-quarter Profit Guidance

On October 15, GON TECHNOLOGY (02768.HK) closed up 9.84% at HKD 29.480, the top gainer among Stock Connect stocks, with turnover of HK$226 million. The company issued preliminary results guidance, projecting that net profit attributable to shareholders for the first three quarters of 2026 could rise by as much as 78.84% year on year. The stock had fallen 28.46% a day earlier.

4. HENGRUI PHARMA Rises 3.23% as SHR-3201 Injection Wins Clinical Trial Approval

On October 15, HENGRUI PHARMA (01276.HK) closed up 3.23% at HKD 48.000. The company announced that SHR-3201 injection, its in-house therapy for Alzheimer's disease, has been approved to begin clinical trials, one of its pipeline assets in neurodegenerative diseases.

5. Southbound Net Selling Reaches HK$5.080 Billion as TENCENT Draws HK$852 Million

On October 15, southbound capital recorded net selling of HK$5.080 billion, comprising net selling of HK$615 million via Stock Connect (Shanghai) and HK$4.415 billion via Stock Connect (Shenzhen), with the Shenzhen channel accounting for the bulk of the outflow. At the stock level, southbound funds bought a net HK$852 million of TENCENT (00700.HK) and HK$331 million of CNOOC (00883.HK), while selling a net HK$931 million of YOFC (06869.HK), HK$800 million of HUA HONG GRACE (01347.HK), HK$774 million of SMIC (00981.HK) and HK$654 million of XIAOMI-W (01810.HK).

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