HK Stock Connect Daily Report: 51WORLD Rises 30.31% as Its 51Sim Unit Joins the NVIDIA Halos SAFE Ecosystem - 20261023

I. Market Overview

On October 23, 2026, the three major Hong Kong indices opened higher and briefly turned negative before rebounding with the A-share market in the afternoon and closing higher. The Hang Seng Index closed at 23,093.37, up 0.69%; the Hang Seng TECH Index closed at 3,871.66, up 2.05%; and the Hang Seng China Enterprises Index closed at 7,756.25, up 0.87%. Full-day turnover on the Hang Seng Index reached HKD 249.8 billion, slightly below HKD 256.1 billion a day earlier.

On the board, among Stock Connect constituent stocks, 51WORLD rose 30.31%, SEER TECH rose 24.91%, MINIMAX-W rose 16.74%, ZHAOWEI rose 16.44% and DAJIN rose 15.53%; on the downside, EVEREST MED fell 9.83%, BRAINAURORA-B fell 8.85%, EVERG SERVICES fell 7.79%, NUOBIKAN fell 7.54% and MICOT PHARMA-B fell 6.36%. Physical AI, robotics and automotive supply chain names advanced across the board, while biopharmaceutical and property management names came under pressure.

Southbound capital recorded net selling of HK$1.670 billion on the day, comprising net selling of HK$2.599 billion via Stock Connect (Shanghai) and net buying of HK$929 million via Stock Connect (Shenzhen), with the two channels moving in opposite directions.

II. HK Stock Connect Stock Rankings

2.1 HK Stock Connect Stock Gainers and Decliners

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)

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.

III. HK Stock Connect-related A-share ETF Rankings

3.1 HK Stock Connect-related A-share ETF Gainers and Decliners

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)

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.

IV. Industry and Corporate Updates

1. 51WORLD Jumps 30.31% to Top the Stock Connect Gainers as Its 51Sim Unit Joins the NVIDIA Halos SAFE Ecosystem

On October 23, 51WORLD (06651.HK) closed up 30.31% at HKD 65 with turnover of HK$1.181 billion, the largest gain among Stock Connect stocks on the day. The company announced that its subsidiary 51Sim was selected for the NVIDIA Halos SAFE ecosystem, the only Chinese company on the list; Halos SAFE is NVIDIA's safety framework that combines simulation and real-world vehicle testing to generate autonomous driving safety evidence. The company reported first-half 2026 revenue of RMB 124 million, up 129.8% year on year, with revenue from its core physical AI business 51Sim up 545.2% and its revenue share rising from 14.8% to 41.4%.

2. Robotics Supply Chain Advances Broadly as ESTUN and ZHAOWEI Both Gain More Than 12%

On October 23, Hong Kong-listed robotics supply chain names rallied across the board. ESTUN (02715.HK) rose 12.99%, ZHAOWEI (02692.HK) rose 16.44% and SEER TECH (06106.HK) rose 24.91%. At the company level, ESTUN completed its acquisition of a stake in Kuozhuo in September this year and indirectly holds 100% of the company, further expanding its collaborative robot and embodied intelligence product lineup; on October 12, the Hong Kong University of Science and Technology, ESTUN and Feidu Technology reached a long-term strategic cooperation to jointly develop industrial physical AI infrastructure technology. In the A-share market, the humanoid robot sector surged in the afternoon, with Unitree, Paslin and Leadshine among the names closing limit-up.

3. Southbound Net Selling Reaches HK$1.670 Billion as Z.AI Attracts HK$1.739 Billion of Net Buying

On October 23, southbound capital recorded net selling of HK$1.670 billion, comprising net selling of HK$2.599 billion via Stock Connect (Shanghai) and net buying of HK$929 million via Stock Connect (Shenzhen), with the two channels moving in opposite directions. At the stock level, Z.AI (02513.HK) recorded southbound turnover of HK$5.019 billion and led net buying at HK$1.739 billion; TENCENT (00700.HK) topped turnover at HK$5.767 billion with HK$1.296 billion of net buying; MINIMAX-W (00100.HK) drew HK$306 million of net buying. On the sell side, ALIBABA-W (09988.HK) led with net selling of HK$1.406 billion, followed by CNOOC (00883.HK) at HK$801 million, SMIC (00981.HK) at HK$799 million and XIAOMI-W (01810.HK) at HK$603 million.

4. HK Stock Connect Automobile Theme ETFs Sweep the Top Five Gainers, Led by the GF Product at 4.11%

On October 23, HK Stock Connect automobile theme ETFs advanced collectively and swept the top five places among HK Stock Connect-related ETF gainers. GF CSI HK Equities Vehicles Industry Theme ETF (520600) rose 4.11% with RMB 244 million of turnover and a 100.94% turnover rate; Hwabao WP CSI HK Equities Vehicles Industry Theme ETF (520780) rose 4.01%, China Universal CSI HK Equities Vehicles Industry Theme ETF (159210) rose 3.98%, ChinaAMC CSI HK Equities Vehicles Industry Theme ETF (159323) rose 3.89% and Guotai CSI HK Equities Vehicles Industry Theme ETF (520720) rose 3.89%. Strength across the Hong Kong automotive supply chain on the day was the main support for these products.

5. Oil and Gas and NASDAQ-tracked ETFs Retreat as the China-Korea Semiconductor ETF Leads Turnover at RMB 17.407 Billion

On October 23, oil and gas ETFs that had led the previous day retreated: Fullgoal S&P Oil & Gas Exploration and Production Selected Industry ETF(QDII) (513350) fell 3.16% with RMB 2.864 billion of turnover and a 222.72% turnover rate, while Harvest S&P Oil & Gas Exploration and Production Selected Industry ETF(QDII) (159518) fell 1.81% with RMB 1.088 billion of turnover. NASDAQ-tracked products also slipped: ChinaAMC NASDAQ 100 ETF(QDII) (513300) fell 1.90%, Dacheng NASDAQ 100 ETF(QDII) (159513) fell 1.66% and China Southern Csop Saudi Arabia ETF(QDII) (159329) fell 1.71%; the Nasdaq index fell 2.6% overnight. By turnover, Huatai-PB China Securities Han Stock Exchange China Korea Semiconductor ETF(QDII) (513310) led with RMB 17.407 billion, rising 2.10% on a 181.79% turnover rate.