Weekly Hong Kong ETF Scale Change Statistics (by Management Company) (First Week of September 2026)
September 7, 2026—the three major Hong Kong indices collectively retreated, with the Hang Seng Index down 0.93%, the Hang Seng TECH Index down 0.92%, and the Hang Seng China Enterprises Index down 1.46%. The Hang Seng Index's total market turnover was HK$209.7 billion, Southbound funds saw a net inflow of HK$1.275 billion.
Weekly Hong Kong ETF Scale Change Statistics (First Week of September 2026)
On 7 September 2026, Korea and Asian semiconductor themes in HK shares ETFs broke out broadly. The CSOP KOSPI 200 ETF (3121.HK) rose 5.39% and the Xtrackers MSCI Korea UCITS ETF (2848.HK) rose 5.17%, while the E Fund (HK) Solactive Global Gold Miner Select Index ETF (2824.HK) fell 2.51% and biotech and high-dividend ETFs broadly retreated. NewTimeSpace tracking shows a clear rotation pattern of regional technology breaking out while defensive products came under pressure.
Weekly Shanghai-Shenzhen Stock Connect ETF Scale Change Statistics (by Management Company) (First Week of September 2026)
Weekly Shanghai-Shenzhen Stock Connect ETF Scale Change Statistics (First Week of September 2026)
On 7 September 2026, communication and growth themes in Shanghai-Shenzhen Stock Connect ETFs broke out broadly. The Yinhua CSI 5G Communication Theme ETF (159994.SZ) rose 6.36% and the ChinaAMC CSI 5G Communication Theme ETF (515050.SH) rose 6.28%, while the ChinaAMC CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity ETF (159562.SZ) fell 2.25% and coal and financial ETFs broadly retreated. NewTimeSpace tracking shows a clear rotation pattern of communication and growth breaking out while resource and value names came under pressure.
on September 7, 2026, the chip theme rebounded across the board, with SMIC (00981.HK) fluctuating stronger. As of 13:39, the company's quote stood at HKD 69.050, up 2.75%.
on September 7, 2026, the robotics theme strengthened, with UBTECH ROBOTICS (09880.HK) fluctuating higher. As of 13:25, the company's quote stood at HKD 87.200, up 1.81%.
During the week (31 August to 4 September), Hong Kong equities diverged: the HSI rose 0.26%, the Hang Seng TECH Index fell 0.77% and the HSCEI rose 0.76%, with net southbound inflows of about HK$ 7.363 billion for the full week. The HSI quarterly review took effect, adding Hua Hong Grace and Weichai Power, while Iluvatar CoreX joined the HSTECH; Goldman Sachs expects USD 870 million of passive inflows into tech hardware and semiconductors. The MSCI China Index review took effect, adding Z.AI and Kingboard Holdings. Baidu completed its dual primary listing and could join Stock Connect as early as 7 September. The AI application sector led gains on OpenAI's GPT-6 Astra release, with PHANCY up nearly 15%; HUTCHMED's major licensing deal with GSK triggered a breakout in innovative drug names. Semiconductors diverged sharply, with Hua Hong Grace tumbling 8.43% despite its HSI inclusion.
Hong Kong's recently listed stocks were mixed this week, with UNISOUND up 32.31% to lead the gains and MININGLAMP-W and TOPNC up over 23%; SHEIN-W and MECH-MIND ROBOTICS fell over 21% in their debut week, while CF PHARMTECH dropped 24.19%, the worst performer. AUX ELECTRIC fell only 5.05% on the week after releasing 1.301 billion shares from lock-up. MINIMAX-W's average daily turnover of HKD 7.168 billion overtook Z.AI for the top spot. DEEPZERO extended its cumulative gain to 1,599% to keep leading, while ZG GROUP-W was the most deeply discounted at 93.05% below its IPO price. Only three stocks face lock-up expiries next week, all of small size.
This week's two main lines of overseas expansion were global licensing of innovative drugs and Hong Kong listings. HUTCHMED out-licensed global rights to its KRAS-EGFR conjugate drug to GSK, with milestone payments totalling up to USD 1.295 billion; SBP GROUP licensed TQB2102 to Cipla for up to USD 123 million; and KEYMED BIO-B reached an exclusive licensing deal for stapokibart covering 18 countries and regions. On the financing front, SHEIN-W listed at HKD 48.56 per share with total proceeds of approximately HKD 13.596 billion, ANJI TECHNOLOGY and AMLOGIC advanced their H-share offerings, and LONGSYS priced its H shares at HKD 236. MAN WAH HLDGS raised its stake in UK-based DFS to 8.58% for approximately HKD 132 million, HONGHUA GROUP signed RMB 600 million in drilling rig orders in the Middle East, and BYD COMPANY and GEELY AUTO sustained export growth in August.
On September 4, all three major Hong Kong indices advanced, with the Hang Seng Index up 1.74% to 25,650.87 points and the Hang Seng TECH Index up 2.27%, on markedly expanded turnover of HKD 276.857 billion. AI application plays led the gains, with PHANCY up 14.66% and MARKETINGFORCE up 13.52% following OpenAI's release of GPT-6 Astra; mainland property developers extended gains, with SUNAC up 14.29%; innovative drug plays gained broadly, with AKESO up 11.45%. Semiconductor stocks plunged against the trend, with HUA HONG GRACE down 8.43% and GENSCRIPT BIO down 13.33%. Southbound capital recorded net selling of HKD 10.021 billion. The Hang Seng quarterly review takes effect today, and Goldman Sachs expects passive inflows of USD 870 million into tech hardware and semiconductors.
On September 4, 2026, the three major Hong Kong indices opened higher and rebounded, with the Hang Seng Index up 1.74%, the Hang Seng TECH Index up 2.27%, and the Hang Seng China Enterprises Index up 2.02%.On that day, the majority of AI concept stocks rose, with the large model and intelligent driving themes mostly strengthening, while AI chips broadly weakened.
Weekly Hong Kong ETFs Average Return Statistics (by Fund Manager) (Third Week of August 2026)
Weekly Hong Kong ETFs Return Statistics (First Week of September 2026)
