The Zhitong Finance App learned that in the Hong Kong stock market on October 13, Beishui traded net sales of HK$457 million. Among them, the Hong Kong Stock Connect (Shanghai) transaction had a net purchase of HK$44 million, and the Hong Kong Stock Connect (Shenzhen) transaction had a net sale of HK$501 million.
The individual stocks that Beishui Clean bought the most were Cambridge Technology (06166) and Jiantao Laminated Board (01888). The individual stocks sold the most by Beishui Net were SMIC (00981), Changfei Optical Cable (06869), and Huahong Hongli (01347).
Hong Kong Stock Connect (Shanghai) active trading stocks
Hong Kong Stock Connect (Shenzhen) active trading stocks
AI hardware concept stocks diverged. Cambridge Technology (06166) and Jiantao Laminated Board (01888) received net purchases of HK$262 million and HK$172 million respectively, while Changfei Optical Fiber Cable (06869) received a net sale of HK$429 million. Broadcom CEO Chen Fuyang said at the DBS Asia Future Outlook Summit held in Singapore on Monday that the entire industry is stepping up infrastructure construction to support increasingly complex AI models. Compared to the shortage of semiconductors, memory chips, or electricity, financing issues may be a greater obstacle to AI expansion. Intel CEO Chen Liwu also expressed concerns about financing issues.
CNOOC (00883) had a net sale of HK$146 million. The US Treasury's Office of Foreign Assets Control issued an announcement stating that sanctions against Russian diesel trade will be temporarily relaxed to allow Russian diesel to enter the global market, which is valid until April 7, 2027. Trump also announced that US and Russian leaders have reached an agreement on Russia's supply of diesel to the US and global markets. The Kremlin, on the other hand, said that negotiations on the energy cease-fire mentioned by Trump are still ongoing.
Kingsley Biotech (01548) had a net sale of HK$229 million. From October 6 to October 12, the US stock AI pharmaceutical company Twist surged higher and then retreated by more than 25%. Societe Generale Securities believes that in the short term, the AI4S long-term industry trend is still promising due to the phased pullback of US stock benchmarking companies. The bank said that demand for AI4S increased significantly in 2026, related investment and financing continued to be active, order performance from upstream gene protein synthesis suppliers grew rapidly, and incremental demand is expected to extend downstream.
Huahong Hongli (01347) and SMIC (00981) received net sales of HK$302 million and HK$975 million respectively. Lyon released a research report saying that demand for semiconductors in China remained stable in the third quarter, but tight upstream supply dragged down delivery. The bank said that, driven by demand for AI-related chips, the return of overseas orders, and localized manufacturing, the capacity utilization rate remains high, and the average sales price continues to rise quarterly, but investment in additional production capacity and depreciation of advanced manufacturing processes will limit the improvement of profit margins.
In addition, Alibaba-W (09988) and Tencent (00700) were net sold at HK$4.97 million and HK$18.65 million respectively.