NewTimeSpace (newtimespace.com) reported that on July 2, 2026, the robotics theme strengthened with volatile trading, and Midea Group (00300.HK) rose sharply. As of 13:29, the stock was quoted at HKD 86.750, up 5.02%.
Hailed as the "First Agentic AI Stock in Hong Kong Equities," Mininglamp Technology-W (2718.HK) has attracted significant market attention. In June, the company executed a series of intensive business actions, achieving another systematic leap from technology to commerce, and from product to ecosystem.
NewTimeSpace (newtimespace.com) News, On July 2, 2026, Xunce (3317.HK) delivered an outstanding performance. As of 10:00, the company was quoted at HK$140.100, representing an increase of 15.02%.In terms of news coverage, Xunce (3317.HK) recently entered into a strategic cooperation framework agreement with the Beijing International Big Data Exchange. This cooperation marks a further deepening of the company's strategic layout in the data factor market and national-level data exchange platforms, aiming to advance the implementation of data tokenization capabilities within vertical industries.
NewTimeSpace News: In a voluntary announcement dated July 2, Abbisko disclosed that its subsidiary HORIZON Therapeutics entered into a strategic cooperation agreement with AstraZeneca to jointly conduct a multicenter, open-label Phase I/II clinical trial. The trial is designed to evaluate the safety and efficacy of ABSK043 (lumipodlin), the company’s proprietary first-in-class oral small-molecule PD-L1 inhibitor, in combination with AstraZeneca’s third-generation EGFR-TKI Tagrisso (osimertinib) for patients with EGFR-mutated, PD-L1-positive non-small cell lung cancer (NSCLC).
NewTimeSpace News: In a voluntary announcement dated July 2, SSY Group Limiteddisclosed that the Group has obtained the drug manufacturing registration approval for Methocarbamol Tablets (0.5g) issued by the National Medical Products Administration (NMPA). Meanwhile, the Group’s phloroglucinol active pharmaceutical ingredient (API) has been approved for registration as an API for use in marketed pharmaceutical preparations.
NewTimeSpace News: In a voluntary announcement dated July 2, Bioheart disclosed that Bioheart® bioresorbable drug-eluting stent independently developed by the Company has obtained registration approval from the National Medical Products Administration (NMPA), indicated for the treatment of patients with ischaemic heart disease caused by de novo coronary artery lesions.
On July 1, Hong Kong markets were closed for a public holiday. Reviewing H1 2026, the broader market hit periodic lows while LLM concept stocks demonstrated an extreme "K-shaped" divergence, with KNOWLEDGE ATLAS, MiniMax, and XUNCE delivering multi-fold returns against a 16%+ general decline among traditional internet giants. Major industry inflections emerged: the US Department of Commerce lifted export bans on Anthropic's flagship Claude 5 models, resuming global access; Moonshot AI (Kimi) kicked off a new funding round targeting a USD 31.5 billion valuation, with its ARR crossing USD 300 million; and Huawei officially open-sourced its 92B sparse MoE model, openPangu-2.0-Flash.
NewTimeSpace News: In a voluntary announcement dated June 30, CSPC Pharmaceutical Group disclosed that the Group has officially initiated a domestic Phase III clinical study evaluating SYS6010 (an EGFR-targeted ADC) plus anti-PD-1 monoclonal antibody enlimomab versus anti-PD-(L)1 monoclonal antibody as adjuvant therapy for resected stage II–IIIB driver-gene-negative non-small cell lung cancer (NSCLC). The first subject enrolment is scheduled to be completed in July 2026.
On June 30, Hong Kong stock indices diverged, with the Hang Seng TECH Index bucking the broader trend to rise 1.8%, though both HSI and TECH indices hit periodic lows for the first half of the year. The AI and semiconductor sectors led the rebound: KNOWLEDGE ATLAS surged over 7%, Tencent gained 2.3% on gray-box testing of WeChat Agent, and semiconductor equities including SMIC and ASMPT rallied following South Korea's massive AI investment plan. In corporate developments, DeepSeek introduced a peak-and-valley API pricing mechanism ahead of its V4 mid-July launch; XUNCE partnered with BIDE to advance vertical data tokenization; and Meituan open-sourced LongCat-2.0, an industry-first trillion-parameter model trained entirely on a domestic 50,000-GPU cluster.
NewTimeSpace News: Shanghai Henlius Biotech Co., Ltd. (02696.HK) announced that HLX48 for injection, an antibody-drug conjugate (ADC) targeting EGFR and c-MET independently developed by the Company, has completed first patient dosing in the Phase I clinical study for the treatment of advanced/metastatic solid tumors in China. As of the date of this announcement, no bispecific antibody-drug conjugates targeting both EGFR and c-MET have been approved for marketing worldwide.
NewTimeSpace News: Regent Pacific Group Limited (00575.HK) announced that BloodAge, a model developed by its wholly-owned subsidiary Deep Longevity, has been validated in a peer-reviewed study published in Aging and Disease. The model calculates biological age gap via routine blood test results, and such gap serves as an independent predictor of long-term mortality and hospitalisation risks. Each one-year rise in biological age gap corresponds to a 15% higher mortality risk and a 6% higher hospitalisation rate.
NewTimespace (newtimespace.com) reported that on June 30, 2026, the semiconductor theme strengthened, with ASMPT (00522.HK) surging sharply in volatile trading. As of 13:55, the company's stock was quoted at HKD 243.000, up 11.98%.
NewTimespace (newtimespace.com) reported that on June 30, 2026, the humanoid robot theme fluctuated upward with strengthening momentum. Xiaomi Corporation-W (01810.HK) showed relatively weaker performance, with its share price quoted at HKD 21.540 as of 13:28, down 1.46%.
NewTimeSpace News: Xuanzhu Biopharmaceutical Co., Ltd. (02575.HK) announced that the New Drug Application (NDA) for Anaprazole Sodium Enteric-coated Tablets (trade name: An Jiu Wei®), a Class 1 innovative drug independently developed by the Company, for the treatment of adult reflux esophagitis has been formally accepted by the National Medical Products Administration (NMPA). Phase III clinical data showed the 8-week endoscopic healing rate reached 88.4% in the Anaprazole Sodium group, higher than 84.6% of the Rabeprazole Sodium group.
On June 29, 2026, Mininglamp Technology (2718.HK) officially open-sourced and released Octo. The company defines it as the "world's first open-source and trusted Agent collaboration network," licensed under the Apache 2.0 protocol.Mininglamp Technology believes that the core proposition for the next stage of AI Agents is not blindly expanding model parameters or constructing a single super-intelligent agent, but rather enabling different Agents to work collaboratively within the same network.
NewTimeSpace News: METiS TechBio Co., Ltd. (07666.HK) issued a voluntary announcement stating that it has signed a global exclusive license agreement with Boulevard Bio, an affiliate of Deerfield Management. The deal grants Boulevard Bio worldwide rights to develop, manufacture and commercialize MTS-128, the Company’s proprietary trispecific T Cell Engager (TCE). Under the agreement, METiS TechBio will receive an upfront payment of US$20 million, and is eligible for up to US$1.6 billion in development, regulatory and commercial milestone payments, plus tiered royalties based on product sales volume.
