Hong Kong Stock Movement
BIREN TECH, up 17.46%. Based on recent news,
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On May 26, the China Information Security Evaluation Center and the National Confidentiality Technology Evaluation Center released the &#34;Announcement of Security and Reliability Evaluation Results (No. 2 of 2026)&#34;, marking the first inclusion of AI training inference chips in this evaluation system. BIREN TECH's BILi™166 and 8 other domestic chips were rated as security and reliability Level I. This news drove up BIREN TECH's stock price.
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On May 27, the Hang Seng Index Company included BIREN TECH in the Hang Seng Composite Index during its quarterly review, with changes to be implemented after market close on June 5 and effective from June 8. The market expects the company to be simultaneously included in the Hong Kong Stock Connect target pool, opening up potential incremental channels for southbound funds, further driving up the stock price.
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On May 26, Citi released a research report stating that emerging AI applications are expected to drive rapid growth in global and Chinese memory demand, benefiting BIREN TECH due to domestic substitution and high-end optical interconnect demand. The demand for AI chips is growing, and the trend of domestic substitution is evident.
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Stocks with High Trading Volume in the Industry
SMIC, down 6.23%. Based on recent news,
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On May 26, the National Integrated Circuit Industry Investment Fund reduced its holdings in SMIC by 7 million shares, putting pressure on the stock price. The holding ratio dropped to 7.99%, with a total amount of approximately HKD 607 million. Source: Zhitong Finance
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On May 27, Huawei's breakthrough in chip technology boosted market confidence in chip stocks, with SMIC's stock price rising to HKD 93, reaching a recent high. Source: Lun Tan Zhong Shi
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On May 28, the Hang Seng Index fell by about 880 points in May, dragging down the performance of Hong Kong stocks, affecting SMIC. Source: Hong Kong 01, the low weight of technology stocks in Hong Kong dragged down the performance of the Hang Seng Index.
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Huahong Semiconductor, down 5.59%. Based on recent key news:
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On May 28, Changxin Technology's IPO application was approved by the Shanghai Stock Exchange, becoming the largest IPO in A-shares this year, affecting Huahong Semiconductor's stock price fluctuations. The IPO of Changxin Technology is expected to drive a revaluation of the memory chip industry, thus impacting Huahong Semiconductor's stock price, which fell by 5.59%.
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On May 27, Huawei's breakthrough in chip technology stimulated a general rise in chip stocks. Huahong Semiconductor's stock price once reached a historical high but then fell back, indicating that market optimism about the technological breakthrough has weakened, leading to stock price fluctuations.
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On May 26, there was no special deployment of funds during the Hong Kong stock transfer period, with the Hang Seng Index hovering around 25,800 points. Huahong Semiconductor's stock price fluctuated during the transfer period, with a trading volume of HKD 6.276 billion, showing the impact of market liquidity on stock prices. The integration of the semiconductor industry is accelerating, with strong AI demand.
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Lianqi Technology, down 10.42%. Based on recent key news:
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On May 28, Lianqi Technology's shareholder Shanghai Rongying reduced its holdings by 12.228 million shares through a pricing inquiry transfer, with a transaction amount of approximately HKD 3.058 billion, leading to doubts about shareholder confidence in the company and putting pressure on the stock price
Source: Zhitong Finance
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On May 27, Goldman Sachs raised the target price for Lanqi Technology and reiterated its buy rating. Nevertheless, the shareholders' reduction in holdings still had a negative impact on the stock price. Source: Jinshi Data
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On May 26, the premium phenomenon of Lanqi Technology in the Hong Kong stock market attracted investors' attention, but frequent reductions in holdings by shareholders led to increased market volatility. Source: Economic Information Daily. The semiconductor industry is driven by AI demand, with an optimistic outlook.
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Stocks ranked at the top of the industry by market capitalization
Zhaoyi Innovation fell by 7.28%. Based on recent key news:
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On May 26, Zhaoyi Innovation's controlling shareholder Zhu Yiming reduced his holdings by 6.3299 million shares, bringing his ownership ratio down to 7%. This move raised market concerns about the company's governance structure, leading to a decline in stock price. Source: Viewpoint Network
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On May 26, Zhaoyi Innovation announced that its stock trading experienced abnormal fluctuations, with a cumulative deviation of over 20% in the increase over three consecutive days. The company conducted a self-examination and found no significant issues, but the market raised doubts about its relationship with Changxin Technology. Source: Zhitong Finance
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On May 27, with the IPO of Changxin Technology approaching, market attention on the storage industry increased, but Zhaoyi Innovation's small shareholding ratio failed to positively impact its stock price. Source: Kanjian Finance. The storage industry cycle is on the rise, with strong market demand
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BIREN TECH rose 17.46%; SMIC fell 6.23%, with a transaction volume reaching HKD 12.1 billion; Hua Hong Semiconductor fell 5.59%, with a transaction volume reaching HKD 6.276 billion; Montage Technology fell 10.42%, with a transaction volume reaching HKD 2.472 billion; GigaDevice fell 7.28%, with a market value of HKD 513.6 billion

HK Stock Alerts

BIREN TECH

Hong Kong stock movement: BIREN TECH rises 17.46%, AI chips rated safe and reliable, southbound capital inflow channel opens!