Zhipu leads 33 Chinese stocks added to MSCI indices, with overseas passive funds set to flow in heavily at month-end.
MSCI announced the results of its August 2026 index review. Zhishu was included in the MSCI China Index as the new constituent with the largest market capitalization among emerging market additions. A total of 33 Chinese stocks, including Asymchem, Huafeng Testing, and Yandong Micro, were added concurrently, while 32 stocks, such as Vanke A and Zhifei Biological, were removed. All changes will take effect after the market close on August 31, at which point the affected stocks are expected to see concentrated rebalancing by overseas passive funds.
Hong Kong Stock Market Alert | Dajin Heavy Industry (01081.HK) rises nearly 5% intraday; subsidiary recently signed a shipbuilding contract worth approximately RMB 1 billion with a Norwegian shipowner
Dajin Heavy Industry (01081) rose nearly 5% intraday. As of the time of writing, it was up 3.14% at HK$36.8, with a trading volume of HK$69.5171 million.
GIC Private Limited reduced its stake in Dajin Heavy Industry (01081.HK) by 147,700 shares at an average price of approximately HK$37.51 per share.
On August 6, GIC Private Limited sold 147,700 shares of Dajin Heavy Industry (01081.HK) at HK$37.508 per share, for a total consideration of approximately HK$5.54 million.
Company Q&A | Dajin Heavy Industry: The company will begin delivering shipbuilding orders starting in 2027.
Gelonghui, August 11 | An investor asked Dajin Heavy Industry on an interactive platform: How much in shipbuilding contracts has the company signed in the past month? Will the subsidiary be consolidated into the company’s financial statements? Will this significantly boost the company’s performance, or will its contribution remain relatively small? Dajin Heavy Industry responded that details of the shipbuilding contracts already signed by the company can be found in its relevant announcements. The company will begin delivering shipbuilding orders progressively starting in 2027, and the specific impact on operating performance will be disclosed in the company’s periodic reports. Due to the long implementation cycle of shipbuilding orders, settlement in foreign currencies, and factors such as exchange rate fluctuations and changes in the shipping and shipbuilding markets, there remains uncertainty regarding the final recognized revenue amount and timing.
DAJIN: DATE OF BOARD MEETING
ZHITONG Hong Kong Stock Investment Diary | August 11
Hong Kong Stock Investment Journal | August 11, 2026
Dajin Heavy Industry (01081.HK) received an increase of 299,600 H-shares from Fidelity International and its affiliates, valued at approximately HK$11.73 million.
According to a filing disclosed by the Hong Kong Stock Exchange on August 10, Fidelity International (Pandanus Partners L.P.) purchased an additional 299,600 H-shares of Dajin Heavy Industry (01081.HK) on August 5 at an average price of HK$39.1522 per share, amounting to approximately HK$11.73 million. Following this transaction, Fidelity International’s total holding increased to 7,415,300 shares, raising its long position stake from 6.95% to 7.25%. This transaction involved other related parties: Pandanus Associates Inc. and FIL.
GIC Private Limited reduced its stake in Dajin Heavy Industry (01081.HK) by 300,000 shares at an average price of approximately HK$36.33 per share.
The latest shareholding after the reduction stands at 12.0063 million shares, representing a holding ratio of 11.73%.
Selected HKEX Announcements | China Railway Construction Corporation reported a decline of over 10% year-on-year in new contract value for the first half of the year; Techtronic Industries posted interim profit exceeding USD 700 million.
① China Railway Construction Corporation's new contract value in the first half of the year declined by more than 10% year-on-year—how large is the scale? ② Techtronic Industries reported interim profit exceeding USD 700 million—what is the growth rate?
Dajin Heavy Industry (01081): Subsidiary signs contracts with Norwegian shipowner for construction of two bulk carriers
Dajin Heavy Industry (01081) announced that recently, Tangshan Dajin Offshore Marine Engineering Co., Ltd., a subsidiary of Dajin Heavy Industry Co., Ltd. (hereinafter referred to as the "Company"), signed shipbuilding contracts with a Norwegian shipowner for two bulk carriers. The Company will design, construct, and deliver two 211,000 DWT (deadweight tonnage) bulk carriers for the aforementioned shipowner, each with an overall length of approximately 299.95 meters, a molded breadth of approximately 50 meters, and a molded depth of approximately 25 meters. The total value of the above-mentioned shipbuilding contracts amounts to approximately RMB 1 billion, with deliveries scheduled in batches in 2029.
Dajin Heavy Industry (01081.HK) received an increase of 98,100 H-shares from FIDELITY FUNDS, valued at approximately HK$3.5424 million.
As reported on August 4, according to a filing disclosed by the Hong Kong Stock Exchange on the same date, FIDELITY FUNDS acquired an additional 98,100 H shares of Dajin Heavy Industry (01081.HK) on July 29 at an average price of HK$36.1104 per share, amounting to approximately HK$3.5424 million. Following this purchase, FIDELITY FUNDS’ total holding increased to 5,119,500 shares, raising its long position from 4.91% to 5.00%. Source: HKEX Equity Ownership Disclosure What is equity ownership disclosure? Under the requirements of the Hong Kong Stock Exchange, substantial shareholders (individuals or entities holding 5% or more)
Hong Kong Market Midday Review | Hang Seng Index Up 0.04% in Morning Session; Alibaba Rises Over 6%
AI applications are becoming active again, as the 'software is eating the world' thesis undergoes gradual revision, supported by iterative improvements in model capabilities and token usage.
Hong Kong Stock Market Movement | Dajin Heavy Industry (01081) Rises Over 9% Again; Delivery of KING Series Vessel No. 3 Expected by End-September This Year
Dajin Heavy Industry (01081.HK) rose more than 9% again. As of the time of writing, it was up 7.22% at HK$38.60, with a trading volume of HK$25.1951 million.
ZHITONG Stock Connect Holdings Ratio Anomaly Report | July 29
ZHITONG HK Connect Ownership Ratio Anomaly Statistics | July 28, 2026
Domestic wind power project tenders rebounded strongly in July, ensuring stable earnings for equipment manufacturers.
Since July, domestic central SOE project owners have launched wind turbine tenders totaling approximately 12.7 GW, representing increases of 256% and 132% compared to June this year and July last year, respectively.
Domestically produced wind turbines are seeing surging overseas orders, and institutions expect a peak season for domestic wind power installations in the second half of the year.
Industrial Securities noted that the offshore wind power industry is currently experiencing dual growth opportunities in both domestic and overseas markets.
GIC Private Limited reduced its stake in Dajin Heavy Industry (01081.HK) by 200,000 shares at an average price of approximately HK$32.77 per share.
On July 22, GIC Private Limited reduced its stake in Dajin Heavy Industry (01081.HK) by 200,000 shares at HK$32.7703 per share, for a total transaction value of approximately HK$6.5541 million.
Dajin Heavy Industry (01081.HK) received an increase of 511,400 H-shares from Fidelity International and its affiliates, valued at approximately HK$16.75 million.
According to a filing disclosed by the Hong Kong Stock Exchange on July 27, Fidelity International (Pandanus Partners L.P.) acquired an additional 511,400 H-shares of Dajin Heavy Industry (01081.HK) on July 22 at an average price of HK$32.7526 per share, amounting to approximately HK$16.7497 million. Following this transaction, Fidelity International’s total holding increased to 6,413,700 shares, raising its long position stake from 5.77% to 6.27%. This transaction involved other related parties: Pandanus Associates Inc. and
Hong Kong Market Midday Review | All three major indices rose, with the Hang Seng Tech Index up 1.69%; tech and internet stocks advanced, Xiaomi Group gaining over 7%, and Meituan and Trip.com rising more than 4%; gaming stocks climbed, with Galaxy Entert
Tech and internet stocks rose, with Xiaomi Group-W up 7.63% and Meituan-W up 4.38%; semiconductor stocks declined, with JH Integrated falling 4.47% and Montage Technology down 4.21%; mobile gaming stocks advanced across the board, with XD Inc. rising 5.16% and Bilibili-W up 2.94%;
Hong Kong Market Midday Commentary | Hang Seng Index Rises 0.81% at Midday, Xiaomi Up 7% Leads Gains Among Blue Chips
Xiaomi Group-W (01810) rose more than 7%, as the company announced that its Pengcheng launch event will be held on July 30, featuring the debut of two SUV models, the N90 and N70.