The Zhitong Finance App learned that on August 7, in the Hong Kong stock market, Beishui traded net sales of HK$778 million. Among them, Hong Kong Stock Connect (Shanghai) had net purchases of HK$571 million and Hong Kong Stock Connect (Shenzhen) had net sales of HK$1,349 million.
The individual stocks that Beishui Net bought the most were MINIMAX-W (00100), Yao Ming Biotech (02269), and Jiantao Laminate (01888). The individual stocks sold the most by Beishui Net were Tencent (00700), Alibaba-W (09988), and Changfei Optical Cable (06869).
Hong Kong Stock Connect (Shanghai) active trading stocks
Hong Kong Stock Connect (Shenzhen) active trading stocks
MINIMAX-W (00100) received another net purchase of HK$2,225 million. The total net purchase amount for the two days exceeded HK$4.9 billion. On August 6, MiniMax was officially transferred to the Hong Kong Stock Exchange. On the same day, Hong Kong Stock Connect had a net capital inflow of HK$2,697 billion southbound, ranking first among the most actively traded stocks. LiveReport previously predicted that MiniMax may receive no less than HK$1 billion in allocated capital on the first day of entry; if its Hong Kong Stock Connect shareholding ratio reaches 20% to 25% in the future, the potential incremental capital may exceed HK$10 billion.
Pharmaceutical Biotech (02269) received a net purchase of HK$777 million. Yao Ming Biotech announced that it has reached an agreement with Chuangsheng Pharmaceutical. The company plans to acquire Chuangsheng Pharmaceutical's process development and production base in Hangzhou, China. The base will enhance its pharmaceutical biointegration service capabilities to meet the rapidly growing project needs of customers. The transaction is expected to be completed in the third quarter of 2026. The base covers an area of over 10,000 square meters and is equipped with process development and production capacity for stock solutions and formulations.
Jiantao Laminate (01888) and Jiantao Group (00148) received net purchases of HK$633 million and HK$53.43 million respectively. Goldman Sachs's latest research report shows that the market size forecast for AI servers has been drastically raised. The bank expects the global AI server PCB market to reach US$37.5 billion in 2027, up 38% from the previous forecast, and further increase to US$84 billion in 2028; the CCL market is expected to reach US$22.1 billion in 2027, an increase of 18%, and is expected to rise to US$48 billion in 2028.
GigaYi Innovation (03986) received a net purchase of HK$428 million. Mega Yi Innovation announced yesterday that as of July 31, Ge Weidong and his wife Wang Ping had increased their holdings by 185,500 shares and 1,026,700 shares respectively compared to the end of the first quarter, increasing their total market value by 466 million yuan at the closing price. As of July 31, the well-known Niushan Ge Weidong held 164.467 million shares of Zhaoyi Innovation, accounting for 2.34% of the company's total shares, ranking the fourth largest shareholder of Zhaoyi Innovation.
SMIC (00981) and Huahong Hongli (01347) received net purchases of HK$397 million and HK$187 million respectively. According to World Advanced, the capacity utilization rate will continue to rise to 90% in 2026, the increase in OEM prices will not decrease in 2027, 12-inch fabs will mass produce ahead of schedule, and the AI business will double its share of revenue, contributing even more next year. Samsung Electronics' foundry business is expected to reach 100% utilization within the year.
Alibaba-W (09988) had a net sale of HK$1,684 billion. According to Reuters, two people familiar with Alibaba's plans revealed that Alibaba plans to require large users of its next version of the Thousand Questions open source AI model to share some of the revenue they have earned from using this popular product. The two people familiar with the matter mentioned above said that Alibaba plans to implement similar steps for its open source model next week. However, since related negotiations are still ongoing, the exact share ratio is still unclear.
In addition, Zhi Spectrum (02513) received a net purchase of HK$28.2 million, while Changfei Optical Fiber Cable (06869) and Tencent (00700) had net sales of HK$35.92 million and HK$2,188 billion respectively.