Zhitong HKEX Active Trading | January 16
Active Trading of Stock Connect | January 16, 2026
Capital Flows | Northbound funds aggressively buy chip stocks, selling China Mobile for 10 consecutive days.
Track the latest developments of southbound capital flows.
Intelligent Stock Short Position Statistics | January 16
Zhitong HKEX Short Position Report | January 16
The Shanghai-Hong Kong Stock Connect saw a net inflow of HK$1.084 billion into SMIC.
Southbound capital flows recorded net inflows into Semiconductor Manufacturing International Corporation (00981.HK), Xiaomi Group (01810.HK), and Huahong Semiconductor (01347.HK), reaching HKD 1.084 billion, HKD 867 million, and HKD 585 million, respectively. Conversely, net outflows were observed in CNOOC (00883.HK) and Lion Tamer Holdings (02562.HK), amounting to HKD 108 million and HKD 42.01 million, respectively. Among the most actively traded stocks under the Shanghai-Hong Kong Stock Connect, Xiaomi Group (01810.HK) ranked highest with a net inflow of HKD 905 million, while China Mobile (00941.HK) saw the largest net outflow at HKD 1 billion.
Northbound Capital Flow | Northbound net purchase reached HKD 0.94 billion; chip stocks were added to portfolios again, with SMIC (00981) attracting over HKD 1 billion in buying.
On January 16, the Hong Kong stock market saw a net inflow of HKD 0.94 billion via Northbound trading, with a net inflow of HKD 10.06 billion through Shanghai-Hong Kong Stock Connect and a net outflow of HKD 9.13 billion through Shenzhen-Hong Kong Stock Connect.
Express News | Southbound funds recorded a net inflow of 0.94 billion yuan today. In the Shanghai-Hong Kong Stock Connect, Xiaomi Group-W and SMIC garnered net purchases of 9.05 billion Hong Kong dollars and 5.1 billion Hong Kong dollars, respectively; China Mobile topp
Hua Hong Semiconductor (01347.HK) received an increase of 3,160,200 ordinary shares by BlackRock, valued at approximately HKD 289 million.
According to a report on January 16, based on the document disclosed by the Hong Kong Stock Exchange on January 16, BlackRock, Inc. purchased an additional 3.1602 million ordinary shares of Huahong Semiconductor (01347.HK) at an average price of HKD 91.4689 per share on January 12, with a total value of approximately HKD 289 million. After the increase in holdings, BlackRock’s total number of shares held reached 67.7898 million, and its long position ratio increased from 4.86% to 5.10%. Image Source: HKEX Equity Disclosure. What is equity disclosure? According to the requirements of the Hong Kong Stock Exchange, major shareholders (those holding 5% or more of shares...
Express News | Information from the Hong Kong Exchange shows that Blackrock increased its stake in Huahong Semiconductor's H shares from 4.86% to 5.10% on January 12, with an average purchase price of HKD 91.4689 per share.
Express News | The Hang Seng Index closed down 0.29%, and the Hang Seng Tech Index fell 0.11%.
Stock Movement in Hong Kong | Chip stocks continue recent upward trend, with GigaDevice (03986) surging over 12% and Hua Hong Semiconductor (01347) rising more than 4% again.
Chip stocks continued their recent upward trend. As of the time of writing, GigaDevice (03986) surged 11.67% to HKD 260.2; Huahong Semiconductor (01347) rose 4.37% to HKD 103.8; ASMPT (00522) gained 3.62% to HKD 98.7; and SMIC (00981) increased by 2.13% to HKD 79.
Stocks related to robotics have generally risen, with Chinese manufacturers leading the global humanoid robotics market and industrial development continuing to accelerate.
On January 16, it was reported that robot-related stocks generally rose during trading. As of press time, Geekplus-W surged nearly 7%, Shengye rose almost 6%, while Yunji, Lens Technology, and Woan Robotics increased over 4%. Sanhua gained nearly 4%, and Ubtech Robotics climbed close to 3%.
Express News | Hong Kong-listed semiconductor stocks surged at the opening of trading, with Huahong Semiconductor up nearly 4% and SMIC up nearly 3%.
Express News | Optical communication stocks in the Hong Kong stock market performed strongly, with Changfei Fiber Optic Cable up nearly 4%.
Hong Kong Stocks Open | Hang Seng Index Up 0.64% at Opening, Chip Stocks Rally, SMIC (00981) Up Nearly 2%
On January 16, the Hang Seng Index opened 0.64% higher, and the Hang Seng Tech Index rose by 0.94%.
Orient Securities: AI is driving the growth in demand for power ICs, which is expected to continuously boost the demand for mature process technologies.
According to TrendForce, some wafer manufacturers anticipate that the eight-inch capacity will tighten by 2026 and have already notified their clients of an increase in foundry prices ranging from 5% to 20%.
Intelligent Stock Market Analysis | A Small 'Sweetener' to Counterbalance Cooling Measures: Taiwan Semiconductor (TSM.US) Exceeds Expectations, Boosting the Technology Hardware Sector
The signal from regulators to cool down the market has taken effect, with both markets adjusting today.
Northbound Capital Dynamics | Northbound capital net outflow reached HKD 1.515 billion. The Qwen App has been integrated into Alibaba's business ecosystem, with Northbound investors aggressively accumulating nearly HKD 2 billion worth of Alibaba (09988).
On January 15, the Hong Kong stock market saw a net sell-out of 1.515 billion Hong Kong dollars through northbound trading, including a net buy-in of 1.93 billion Hong Kong dollars via Shanghai-Hong Kong Stock Connect and a net sell-out of 3.446 billion Hong Kong dollars via Shenzhen-Hong Kong Stock Connect.
Market Review: PBOC Cuts Rediscount Rate, Hang Seng Ends Rally; Trip.com Plummets Nearly 20%
After the Hang Seng Index rose for four consecutive trading days (accumulating an increase of 850 points or 3.3%), it retreated today (August 15). In the afternoon, the People's Bank of China announced that, starting from next Monday (August 19), it would cut the re-lending and rediscount rates by 0.25 percentage points. The Dow Jones Industrial Average and Nasdaq Composite in the U.S. fell 0.1% and 1%, respectively, the previous night. As of the writing of this report, the yield on the 2-year U.S. Treasury bond rose to 3.524%, the yield on the 10-year U.S. Treasury bond increased to 4.152%, and the U.S. Dollar Index climbed to 99.19. The latest Dow futures dropped by 9 points or 0.02%, while Nasdaq futures rose by 104 points or 0.4%. The Shanghai Composite Index fell by 13 points or 0.33%, closing at 4,112 points, while the Shenzhen...
The Hang Seng Index closed down 76 points, with Trip.com plunging 19% and Hua Hong Semiconductor surging 6%.
After four consecutive sessions of gains, the Hong Kong stock market turned volatile and softened. The Hang Seng Index opened 27 points lower but briefly rebounded to rise by 207 points, reaching an intraday high of 27,206 points. It later fell by as much as 191 points, touching a low of 26,808 points. In the afternoon, mainland China announced a 0.25 percentage point cut in various structural monetary policy tool rates, along with reductions in relending and rediscount rates effective from next Monday (August 19). As a result, losses in the broader market narrowed. For the day, the Hang Seng Index closed down 76 points or 0.3% at 26,923 points, the H-share Index dropped 48 points or 0.5% to close at 9,266 points, and the Hang Seng Tech Index declined by 79 points or 1.4%, settling at 5,828 points. Total turnover for the day amounted to HKD 290.455 billion.
Express News | The Hang Seng Tech Index in Hong Kong closed down 1.35%, with Trip.com plunging over 19%.