HK shares ETFs Daily Report: Asian Semiconductor and Korean Themes Lead as Global X China Electric Vehicle ETF Falls 4.40% — October 21, 2026

NewTimeSpace · 2026/10/21 16:38 · By Xuran Lin

On October 21, 2026, regional technology themes led the Hong Kong ETF market while consumer and dividend products eased. E Fund (HK) Solactive Asia Semiconductor Select Index ETF (03486.HK) rose 4.73% to top the gainers, with four Korea-related ETFs in the top ten, while Global X China Electric Vehicle ETF (02845.HK) fell 4.40% to lead the decliners; Southbound gainers were led by E Fund (HK) FTSE AI Select Index ETF (03489.HK) at 1.10%.

Key Highlights:

The Korea quartet comprised Xtrackers MSCI Korea UCITS ETF (02848.HK) up 4.37%, Global X KOSPI 200 ETF (03408.HK) up 3.93%, CSOP KOSPI 200 Covered Call Active ETF (03537.HK) up 3.83% and CSOP KOSPI 200 ETF (03121.HK) up 3.81%.
Vietnam and Taiwan themes followed, with Xtrackers FTSE Vietnam UCITS ETF (03087.HK) up 2.88%, Premia MSCI Vietnam ETF (02804.HK) up 2.81% and iShares Core MSCI Taiwan ETF (03074.HK) up 2.72%; all ten gainers rose at least 2.72%.
The ten biggest decliners were spread across electric vehicle, dividend, liquor, ASEAN, copper and technology-internet themes, ranging from -4.40% to -1.36%, with no single theme dominating.

On October 21, 2026, the Hong Kong ETF market presented a picture of regional technology strength against a pullback in consumer and dividend products. Asian semiconductor, Korea, Vietnam and Taiwan themes led the gainers, with AI themes also performing. On the downside, electric vehicle, dividend, liquor, ASEAN, copper and technology-internet directions pulled back broadly, leaving the losers list dispersed. Among Southbound (Stock Connect) ETFs, AI and HK-Korea technology edged up while Hang Seng TECH and dividend products declined.

The market's leading product was the Asian semiconductor theme. E Fund (HK) Solactive Asia Semiconductor Select Index ETF (03486.HK), managed by E Fund Management (Hong Kong) Co., Limited, rose 4.73% to top the gainers list; Global X Asia Semiconductor ETF (03119.HK), managed by Mirae Asset Global Investments (Hong Kong) Limited, rose 3.19%, tracking the FactSet Asia Semiconductor Index.

Korea-related themes advanced collectively. Xtrackers MSCI Korea UCITS ETF (02848.HK), managed by DWS Investment S.A., rose 4.37%; Global X KOSPI 200 ETF (03408.HK), managed by Mirae Asset Global Investments (Hong Kong) Limited, rose 3.93%, tracking the KOSPI 200 Index; CSOP KOSPI 200 Covered Call Active ETF (03537.HK), managed by CSOP Asset Management Limited, rose 3.83% as a covered call strategy product; and CSOP KOSPI 200 ETF (03121.HK), managed by the same company, rose 3.81%. Four Korea-related ETFs made the top ten gainers.

AI, Vietnam and Taiwan themes also performed. CSOP Solactive Asia AI Bottleneck Index ETF (03499.HK), managed by CSOP Asset Management Limited, rose 3.49%; Xtrackers FTSE Vietnam UCITS ETF (03087.HK), managed by DWS Investment S.A., rose 2.88%; Premia MSCI Vietnam ETF (02804.HK), managed by Premia Partners Company Limited, rose 2.81%, tracking the S&P Vietnam Core Index; and iShares Core MSCI Taiwan ETF (03074.HK), managed by BlackRock Asset Management North Asia Limited, rose 2.72%, tracking the MSCI Taiwan Index.

Hong Kong Equity ETFs — Top 10 Gainers (October 21, 2026)
Rank	Code	Name	Change (%)	Underlying Index	Manager
1	03486.HK	E Fund (HK) Solactive Asia Semiconductor Select Index ETF	4.73	—	E Fund Management (Hong Kong) Co., Limited
2	02848.HK	Xtrackers MSCI Korea UCITS ETF	4.37	—	DWS Investment S.A.
3	03408.HK	Global X KOSPI 200 ETF	3.93	KOSPI 200 Index	Mirae Asset Global Investments (Hong Kong) Limited
4	03537.HK	CSOP KOSPI 200 Covered Call Active ETF	3.83	—	CSOP Asset Management Limited
5	03121.HK	CSOP KOSPI 200 ETF	3.81	—	CSOP Asset Management Limited
6	03499.HK	CSOP Solactive Asia AI Bottleneck Index ETF	3.49	—	CSOP Asset Management Limited
7	03119.HK	Global X Asia Semiconductor ETF	3.19	FactSet Asia Semiconductor Index (Net Total Return)	Mirae Asset Global Investments (Hong Kong) Limited
8	03087.HK	Xtrackers FTSE Vietnam UCITS ETF	2.88	—	DWS Investment S.A.
9	02804.HK	Premia MSCI Vietnam ETF	2.81	S&P Vietnam Core Index (Net Total Return)	Premia Partners Company Limited
10	03074.HK	iShares Core MSCI Taiwan ETF	2.72	MSCI Taiwan Index	BlackRock Asset Management North Asia Limited
Source/Compilation: Wind / NewTimeSpace, as of the close on October 21, 2026. Coverage: HKD-denominated equity ETFs listed in Hong Kong only.

On the downside, the electric vehicle theme led the declines. Global X China Electric Vehicle ETF (02845.HK), managed by Mirae Asset Global Investments (Hong Kong) Limited, fell 4.40%, the largest decliner of the day, tracking the Solactive China Electric Vehicle and Battery Index.

Dividend and consumer themes pulled back. Global X Asia Pacific High Dividend Yield ETF (03116.HK), managed by Mirae Asset Global Investments (Hong Kong) Limited, fell 2.76%, tracking the Solactive Asia Pacific High Dividend Yield Index; E Fund (HK) CSI Liquor Index ETF (03189.HK), managed by E Fund Management (Hong Kong) Co., Limited, fell 2.11%, tracking the CSI Liquor Index.

ChiNext and ASEAN themes weakened. Bosera SZSE ChiNext Daily (2x) Leveraged Product (07234.HK), managed by Bosera Asset Management (International) Co., Limited, fell 2.37% as a daily 2x leveraged product on the ChiNext Index; Galaxy Bosera MSCI China ASEAN Economic Linkage Select Index ETF (02805.HK), managed by the same company, fell 1.80%.

Copper and technology-internet themes fell broadly. Global X Copper Miners ETF (03014.HK), managed by Mirae Asset Global Investments (Hong Kong) Limited, fell 1.61%; Guotai Haitong Global Future Tech ETF (03585.HK), managed by Haitong International Asset Management (HK) Limited, fell 1.50%, tracking the CCX Global Future Tech Index (HKD NTR); Samsung CSI China Dragon Internet ETF (02812.HK), managed by Samsung Asset Management (Hong Kong) Limited, fell 1.47%, tracking the CSI Global China Internet Index.

Two Hang Seng TECH-related ETFs entered the losers list. CSOP Hang Seng Tech Index ETF (03033.HK), managed by CSOP Asset Management Limited, fell 1.41%; ChinaAMC Hang Seng Tech Index ETF (03088.HK), managed by China Asset Management (Hong Kong) Limited, fell 1.36%. Both track the Hang Seng TECH Index.

Hong Kong Equity ETFs — Top 10 Losers (October 21, 2026)
Rank	Code	Name	Change (%)	Underlying Index	Manager
1	02845.HK	Global X China Electric Vehicle ETF	-4.40	Solactive China Electric Vehicle and Battery Index (Net Return)	Mirae Asset Global Investments (Hong Kong) Limited
2	03116.HK	Global X Asia Pacific High Dividend Yield ETF	-2.76	Solactive Asia Pacific High Dividend Yield Index (Net Total Return)	Mirae Asset Global Investments (Hong Kong) Limited
3	07234.HK	Bosera SZSE ChiNext Daily (2x) Leveraged Product	-2.37	ChiNext Index (HKD) (CNH)	Bosera Asset Management (International) Co., Limited
4	03189.HK	E Fund (HK) CSI Liquor Index ETF	-2.11	CSI Liquor Index	E Fund Management (Hong Kong) Co., Limited
5	02805.HK	Galaxy Bosera MSCI China ASEAN Economic Linkage Select Index ETF	-1.80	—	Bosera Asset Management (International) Co., Limited
6	03014.HK	Global X Copper Miners ETF	-1.61	—	Mirae Asset Global Investments (Hong Kong) Limited
7	03585.HK	Guotai Haitong Global Future Tech ETF	-1.50	CCX Global Future Tech Index (HKD NTR)	Haitong International Asset Management (HK) Limited
8	02812.HK	Samsung CSI China Dragon Internet ETF	-1.47	CSI Global China Internet Index	Samsung Asset Management (Hong Kong) Limited
9	03033.HK	CSOP Hang Seng Tech Index ETF	-1.41	Hang Seng TECH Index	CSOP Asset Management Limited
10	03088.HK	ChinaAMC Hang Seng Tech Index ETF	-1.36	Hang Seng TECH Index	China Asset Management (Hong Kong) Limited
Source/Compilation: Wind / NewTimeSpace, as of the close on October 21, 2026. Coverage: HKD-denominated equity ETFs listed in Hong Kong only.

Among Southbound (Stock Connect) ETFs, AI and biotech products edged up while Hang Seng TECH and dividend names led the declines.

The top five gainers were: E Fund (HK) FTSE AI Select Index ETF (03489.HK), up 1.10% to lead; CSOP FTSE HK-Korea Tech+ Index ETF (03431.HK), up 0.62%; CSOP FTSE ETF Connect East-West Succession Equity Select Index ETF (03441.HK), up 0.44%; ChinaAMC Hang Seng Biotech ETF (03069.HK), up 0.39%; and CSOP Hang Seng Biotech ETF (03174.HK), up 0.22%.

The top five losers were: CSOP Hang Seng Tech Index ETF (03033.HK), down 1.41% to lead; ChinaAMC Hang Seng Tech Index ETF (03088.HK), down 1.36%; Bosera China Reform Hong Kong Central-SOEs High Dividend Yield Index ETF (03437.HK), down 1.35%; ICBC CSOP S&P New China Sectors ETF (03167.HK), down 1.23%; and Hang Seng TECH Index ETF (03032.HK), down 1.19%.

Southbound (Stock Connect) ETFs — Gainers and Losers (October 21, 2026)
Rank	Code	Name	Change	Underlying Index	Manager
Gain 1	03489.HK	E Fund (HK) FTSE AI Select Index ETF	1.10	FTSE Custom Global AI Select Index (Net Return)	E Fund Management (Hong Kong) Co., Limited
Gain 2	03431.HK	CSOP FTSE HK-Korea Tech+ Index ETF	0.62	—	CSOP Asset Management Limited
Gain 3	03441.HK	CSOP FTSE ETF Connect East-West Succession Equity Select Index ETF	0.44	FTSE ETF Connect East-West Succession Equity Select Index (Net Total Return)	CSOP Asset Management Limited
Gain 4	03069.HK	ChinaAMC Hang Seng Biotech ETF	0.39	Hang Seng Biotech Index	China Asset Management (Hong Kong) Limited
Gain 5	03174.HK	CSOP Hang Seng Biotech ETF	0.22	Hang Seng Biotech Index	CSOP Asset Management Limited
Loss 5	03032.HK	Hang Seng TECH Index ETF	-1.19	Hang Seng TECH Index	Hang Seng Investment Management Limited
Loss 4	03167.HK	ICBC CSOP S&P New China Sectors ETF	-1.23	S&P New China Sectors Index	CSOP Asset Management Limited
Loss 3	03437.HK	Bosera China Reform Hong Kong Central-SOEs High Dividend Yield Index ETF	-1.35	China Reform HK Central-SOEs High Dividend Index	Bosera Asset Management (International) Co., Limited
Loss 2	03088.HK	ChinaAMC Hang Seng Tech Index ETF	-1.36	Hang Seng TECH Index	China Asset Management (Hong Kong) Limited
Loss 1	03033.HK	CSOP Hang Seng Tech Index ETF	-1.41	Hang Seng TECH Index	CSOP Asset Management Limited
Source/Compilation: Wind / NewTimeSpace, as of the close on October 21, 2026. Coverage: HKD-denominated equity ETFs listed in Hong Kong only.

Data from NewTimeSpace Research Institute shows a structural feature on October 21 of "regional technology advancing while consumer and dividend names pulled back". The upside was dominated by Asian semiconductor, Korea, Vietnam and Taiwan themes, with all top-ten gainers rising at least 2.72% and four Korea-related ETFs on the list. The downside was dispersed across electric vehicle, dividend, liquor, ASEAN, copper and technology-internet directions, with the largest decline at 4.40% and no single theme forming a dominant line. On the Southbound side, AI and biotech edged up while Hang Seng TECH and dividend products led the declines, broadly in line with the overall market direction.

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HK Shares ETFs Daily Report Global X China Electric Vehicle Etf E Fund (Hk) Solactive Asia Semiconductor Select Index Etf