GMT EIGHT - Stocks -

Hong Kong Stock Concept Tracker｜Oracle (ORCL.US) RPO Surge Ignites AI Computing Power Chain—Domestic Opportunities in Focus

Southbound Capital Flows Shift: Profit-Taking on High-Flying Stocks and Accumulating Alibaba and Tence

Anti-Involution Policies Deliver Results as August Price Indicators Improve

The U.S.–China Tariff Dispute Creates Unexpected Opportunities for Overseas Chinese Entrepreneurs

Chinese Assets Maintain Sizzling Momentum as IIF Records Nearly USD 40 Billion in August Net Foreign Inflows

HK Stock Market Move | C HIGHPRECISION (00591) fell more than 14%, with an estimated annual net profit of about 16 to 19 million.

China High Precision (00591) fell more than 14%, as of the time of publication, dropping 14.44% to 0.385 Hong Kong dollars, with a turnover of 5.5259 million Hong Kong dollars.

CITIC Securities: Mainland pharmaceutical industry has not turned the corner but is optimistic, SINOPHARM (01099) is the top choice.

CITIC Securities has raised its target price for China National Pharmaceutical Group Corporation (01099) from 20 Hong Kong dollars to 24.5 Hong Kong dollars, an increase of 22.5%.

HK Stock Market Move | CHINA AEROSPACE (00031) rises by over 14%, Nantong Kangyuan Integrated Circuit Packaging Substrate Project gradually lands, company may enter top three in domestic substrate industry.

Space Holdings (00031) rose by more than 14% again, as of the time of publication, it rose by 14.29% to 0.8 Hong Kong dollars, with a turnover of 2444.36 million Hong Kong dollars.

A-share midday review | The ChiNext Index increased by 2.13% in half a day. The game and energy storage sectors rose, with Contemporary Amperex Technology hitting a new high.

The index rebounded in the morning, with the Shanghai Composite Index rising by 0.22% by the midday close, the Shenzhen Component Index rising by 1.07%, and the ChiNext Index rising by 2.13%. The total turnover of the Shanghai and Shenzhen stock markets in the morning session was 1.51 trillion yuan, a decrease of 124 billion yuan from the previous trading day.

BOCOM INTL: Mainland battery industry stock prices rise, focus on solid-state battery industrialization progress.

Low-altitude flights, robots, and AI are emerging scenarios that are opening up new market opportunities for solid-state batteries, accelerating industrialization and landing. It is recommended to pay attention to the progress of solid-state battery industrialization and the investment opportunities it brings.

HK Stock Market Move | CIRRUS (02507) rose by more than 3%. The year-on-year delivery volume in the first half of the year increased by 31%. Institutions pointed out that the uncertainty in the general aviation supply chain is gradually easing.

West Bund (02507) rose more than 3%, as of the time of drafting, it rose by 3.58% to 59.25 Hong Kong dollars, with a turnover of 57.491 million Hong Kong dollars.

SoundHound (SOUN.US) technology platform's revenue-to-order ratio is impressive, Oppenheimer first initiates a "market perform" rating.

Oppenheimer analyst Brian Schwartz initiated coverage on the stock for the first time and gave it a "market perform" rating.

Founder: Infrastructure construction drives the expansion of the diesel market, and the process of localization ushering in a leap opportunity.

Fangzheng Securities recommends paying attention to key component companies in the supply chain of Chengfa, which are facing tight supply and are accelerating penetration into top-tier customer supply chains.

Huayuan Securities: The potential of PD1/VEGF/IL-2 is promising, persist in innovative drugs as the main focus for the whole year.

As a whole, the pharmaceutical industry is showing a continuous marginal improvement by 2025, with the operating performance expected to further improve in 2026. It is worth looking forward to the structurally high-growth sub-sectors and individual stocks.

The European headquarters of ENVISION GREEN Group (01783) has officially been established, fully strengthening the synergy of more than 40 service outlets.

On September 9th local time, Jinjing Xineng Group (01783) officially established its European headquarters in Bochum, Germany, marking a key upgrade for the group in transitioning from regional operations to full integration in the European market.

HK Stock Market Move | Mongol Mining (00975) rose nearly 6% in early trading. The company completed its first gold casting at the BKH gold mine in Mongolia.

Mongol Mining (00975) rose nearly 6% in early trading, as of the time of writing, it has risen by 4.77% to HK$10.77, with a turnover of HK$39.7011 million.

HK Stock Market Move | BABA-W(09988) rises more than 3%, hitting a new high in nearly four years, with the stock price up nearly 35% so far this month.

Alibaba-W (09988) rose by over 3% again, reaching a high of HK$156.8, continuing to hit a near four-year high. The stock price has risen nearly 35% this month.

HK Stock Market Move | NIO-SW (09866) rose nearly 6% this week. NIO Day 2025, the NIO Day event, will officially be held this Saturday. The all-new ES8 will be officially launched at that time.

NIO-SW (09866) rose nearly 6%, as of the time of publication, it increased by 5.78% to HK$50.9, with a turnover of HK$2.11 billion.

Citi Maintains ANTA SPORTS (02020) Target Price at HKD 116, Rating "Outperform"

Anta plans to expand the number of stores in ASEAN countries to 1,000 within three years, with more than 200 by the first half of 2025. The management is using a multi-brand strategy to enhance operational superiority, and CITIC Securities remains optimistic about Anta's strong execution capabilities.

HK Stock Market Move | AUNTEA JENNY (02589) surged more than 11% in the morning session of trading. The company was recently included in the Hong Kong Stock Connect list, and the number of stores has steadily increased in the first half of the year.

Auntie of Shanghai (02589) rose more than 11% in the morning session. As of the time of writing, it had increased by 5.81% to HK$129.2, with a trading volume of HK$42.86 million.

Cinda: Valuation of environmental protection sector continues to recover, three main themes worth paying attention to.

One is water and waste incineration operation class assets, with stable and profitable growth, continuous improvement in cash flow, combined with the marketization reform of public utilities, high-quality operation class assets are expected to welcome the "Davis double hit".

Extreme Rabbit Express (01519) was awarded the "2025 Forbes China Annual Best Digital Employer"

With its outstanding performance in digital talent management, intelligent logistics technology application, and excellent employer brand construction, Jitu Express has been successfully selected as the "2025 China's Best Digital Employer", becoming a highly acclaimed award-winning enterprise in the logistics industry.

China Galaxy Securities: Brokerage and Investment Drive Dual Wheels, Securities Industry Profit High Growth, Prosperous Upside

Multiple factors such as continued moderate loose liquidity environment, sustained optimization of capital market conditions, and rebuilt investor confidence collectively drive the prosperity of the securities sector.

HK Stock Market Move | The stocks of the Inland Property Group collectively fell, with Shimao Group (00813) dropping nearly 5% and Zhongliang Holdings (02772) falling over 3%.

The Nuwaqian stocks collectively declined. As of the time of writing, Shimao Group (00813) fell by 4.71% to HKD 0.405, and Centralcon Group (02772) fell by 3.41% to HKD 0.085.

HK Stock Market Move | BIOCYTOGEN-B (02315) surged over 10% and signed an antibody selection evaluation agreement with Merck to advance antibody conjugated lipid delivery solutions.

Baiostar-B (02315) rose more than 10% during the trading day. As of press time, it was up 10.43% at 25.4 Hong Kong dollars, with a trading volume of 10.88 million Hong Kong dollars.

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