MB-DFEC@EC2609A

UNI HEALTH

QUANTGROUP

AE LOGISTICS

XUNCE

KINTOR PHARMA-B

XunZhong

ILUVATAR COREX

HP LIVING TECH

NANFANG COMM

ZHAOWEI

561700

02208

562960

159611

01072

562550

600875

The intensification of conflict in the Middle East has heightened Europe's strategic anxiety over energy security. As Europe's domestic supply chains show signs of fatigue in the face of urgent demand, even facing the embarrassment of core suppliers having their contracts terminated, China's wind power equipment supply chain, with its advantages in cost, scale, and delivery certainty, has become a "substitute" in this energy restructuring

- In March 2026, amid concerns over disrupted shipping in the Strait of Hormuz and supply issues from Qatari LNG facilities, China's Goldwind Heavy Industries signed an agreement with Poland's Szczecin Wulkan shipyard to supply core components for the Nordseecluster B offshore wind project in Germany.  
- The ongoing conflicts in the Middle East have heightened Europe's energy security concerns, leading to a shift in priorities for offshore wind investments from a carbon-neutral option to an energy security necessity.  
- As European supply chains strain under demand, Chinese firms are poised to fill gaps, enhancing their competitive edge through cost, scale, and delivery reliability.

Wallstreetcn

Bosera CSI All Share Electric Utilities ETF

GOLDWIND

E Fund CSI Green Power ETF

Penghua SSE STAR New Energy ETF

Harvest CSI Guoxin Central-SOEs Modern Energy ETF

MYSE

Goldwind

E Fund CSI New Energy ETF

GF CSI All Share Power Public Service ETF

SEWPG

DONGFANG ELEC

CECWPC

ChinaAMC Green Electricity ETF

DEC.LTD

Windey

In the Middle East, when a war breaks out, China's wind power orders go crazy

01757

08279

02727

02105

01762

02910

02670

06603

06683

GLOBAL CHI BC(01757) rose 23.36%, with a trading turnover 17.0 Million HKD, and a year-to-date rose 378.2%. AGTECH HOLDINGS(08279) rose 20%, with a trading turnover 65.7 Million HKD, and a year-to-date rose 347.8%. DONGFANG ELEC(01072) rose 17.62%, with a trading turnover 2.2 Billion HKD, and a year-to-date rose 78.9%.

Top Gainers & Losers

GLOBAL CHI BC

AGTECH HOLDINGS

SH ELECTRIC

LAEKNA-B

WANKA ONLINE

ZHIDA TECH

YUNJI

IFBH

STARPLUS LEGEND

Top 10 HK Stock Gainers (3.5)

00100

09980

02338

01299

06618

01208

02097

06181

03993

DONGFANG ELEC(01072) rose 17.62%, with a trading turnover 2.2 Billion HKD, and a year-to-date rose 78.9%. MINIMAX-WP(00100) rose 8.84%, with a trading turnover 1.5 Billion HKD, and a year-to-date rose 384.8%. JD HEALTH(06618) fell 6.22%, with a trading turnover 763.6 Million HKD, and a year-to-date fell 14.4%. MMG(01208) fell 5.96%, with a trading turnover 1.2 Billion HKD, and a year-to-date rose 2.6%.

- The Hang Seng Index increased by 0.28%, with an annual decline of 1.2%, while the Hang Seng Tech Index fell by 0.69%, down 13% year-to-date.  
- Oriental Electric (01072) rose by 17.62% with a transaction volume of HK$ 2.21 billion, showing a significant annual gain of 78.9%.  
- MINIMAX-WP (00100) saw a rise of 8.84%, with a turnover of HK$ 1.51 billion and an impressive year-to-date increase of 384.8%.

MINIMAX-WP

EASTROC

WEICHAI POWER

JD HEALTH

MIXUE GROUP

LAOPU GOLD

CMOC

Top 5 HK Stock Gainers/Losers (>100B) (3.5)

STECH

520920

601727

The Hang Seng Index closed up 0.44%, while the Hang Seng TECH Index closed down 0.36%. Dongfang Electric and Shanghai Electric rose over 15%, MINIMAX rose over 9%, and INNOSCIENCE rose over 7%; Western Cement fell over 26%, Shandong Molong and Sinopec Oilfield Service fell over 11%

Hang Seng TECH Index

Tianhong Hang Seng TECH ETF(QDII)

HSTECH ETF

Shanghai Electric

Hang Seng Index

CSOP HSI ETF

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

INNOSCIENCE

China Southern Hang Seng ETF

The Hang Seng Index closed up 0.44%, with the energy and AI sectors leading the gains

DONGFANG ELEC rose 15.20%; Shanghai Electric rose 12.94%, with a transaction volume of HKD 1.206 billion; Harbin Electric rose 7.54%, with a transaction volume of HKD 305 million; Goldwind Technology rose 2.80%, with a transaction volume of HKD 302 million; Guoxia Technology rose 0.88%, with a market value of HKD 26.6 billion

HK Stock Movers Tracker

Hong Kong stock movement: DONGFANG ELEC rises 15.20%, UBS and Citigroup optimistic about future orders and profit growth!

DONGFANG ELEC rose 14.47%; Shanghai Electric rose 12.71%, with a transaction volume of HKD 1.182 billion; Harbin Electric rose 7.70%, with a transaction volume of HKD 295 million; Goldwind Technology rose 2.14%, with a transaction volume of HKD 290 million; Guoxia Technology rose 0.59%, with a market value of HKD 26.6 billion

Hong Kong Stock Movement: DONGFANG ELEC rises 14.47%, with milestone orders and market optimism driving the stock price surge

512000

512800

515020

The Hang Seng Index opened 334 points higher this morning, with a maximum increase of 487 points, and only rose 210 points at midday, with a transaction amount of HKD 164.1 billion. Financial stocks led the rise, with HSBC and AIA increasing by 3.1% and 4% respectively. Alibaba and Meituan fell against the trend, dropping by 1.2% and 1.7% respectively. China National Pharmaceutical Group rose by 6%, receiving a favorable outlook from Bank of America, with the target price raised to HKD 8.9. Power equipment stocks performed strongly, with NE Electric soaring by 24%. A report from CICC pointed out that the aging power grid facilities in Europe and the United States have increased the risk of power outages, and domestic power equipment is expected to benefit

Stheadline

Hwabao WP CSI All Share Investment Banking & Brokerage ETF

Hwabao WP CSI Banks ETF

ChinaAMC CSI Banks ETF

China Merchants CSI BANK AH Price ETF

Fullgoal CSI 800 Banks ETF

WP CSI Banks ETF

HSBC Holdings plc ADRhedged

Guotai CSI All Share Investment Banking & Brokerage ETF

ChinaAMC SSE Financials Sector ETF Initiating Fund

China Southern CSI Banks ETF

NE ELECTRIC

HSBC

The Hang Seng Index surged and then retreated, rising only 210 points in half a day, with HSBC and other financial stocks leading the gains. Power equipment stocks soared, with NE ELECTRIC rising 24%｜Hong Kong stocks open

09988

09618

00700

As of noon, the Hang Seng Index reported 25,459.66 points, up 0.83%; the Hang Seng Tech Index reported 4,829.29 points, basically flat; the National Enterprises Index reported 8,503.16 points, up 0.23%. The sectors showed divergence, with internet content and information rising, Tencent up 0.49%, Baidu up 1.30%, and Kuaishou up 0.84%; oil and gas exploration and production fell, with China National Offshore Oil down 1.40%; retailers weakened, with Alibaba down 1.15% and JD.com down 0.71%. Funds focused on internet leaders and earnings report events, while oil and gas faced downward pressure

- As of March 5, Hong Kong's major indices showed mixed performance, with the Hang Seng Index at 25,459.66, up 0.83%, indicating continued volatility.  
- Retail stocks fell amid concerns over company events and financial reporting, with Alibaba down 1.15% and JD.com down 0.71%, while the internet sector rallied, led by Tencent and Baidu.  
- Macro factors include Fed policies affecting local liquidity and market valuation, with a focus on tech performance and fluctuating local currencies impacting investor sentiment.

Market Heartbeat

BABA-W

JD-SW

TENCENT

BIDU-SW

CNOOC

KUAISHOU-W

UNITEDENERGY GP

CHK OIL

NANJING PANDA

E&P GLOBAL

Hong Kong Stock Midday Review | Hang Seng Index up 0.83%, tech stocks strengthen while oil and gas weaken

DONGFANG ELEC rose 15.31%; Shanghai Electric rose 17.18%, with a transaction volume of HKD 667 million; Harbin Electric rose 11.74%, with a transaction volume of HKD 156 million; Goldwind Technology rose 3.91%, with a transaction volume of HKD 118 million; Guoxia Technology rose 3.33%, with a market value of HKD 27.3 billion

Hong Kong stock movement: DONGFANG ELEC rises 15.31%, UBS optimistic about medium-term power demand, strategic cooperation boosts performance

01133

159326

After three days of decline, Hong Kong stocks rebounded, with the Hang Seng Index rising 435 points to 25,685 points. Power equipment stocks performed strongly, with Dongfang Electric, Shanghai Electric, and HARBIN ELECTRIC rising 15.36%, 17.41%, and 11.43%, respectively. China International Capital Corporation pointed out that the power facilities in Europe and the United States are aging, and the power investment cycle will begin, benefiting power equipment companies. CITIC Securities expects that AI demand in the United States will drive the growth of power capacity demand, with demand exceeding 150GW in the next three years

AASTOCKS

HARBIN ELECTRIC

ChinaAMC CSI Grid Equipment Thematic ETF

Hong Kong stocks rebounded by over 400 points, with power equipment stocks soaring. Dongfang Electric and Harbin Electric each rose by more than 10%

03986

01378

02600

02714

01138

00670

DONGFANG ELEC(01072) rose 11.36%, with a trading turnover 1.6 Billion HKD, and a year-to-date rose 52.1%. GIGADEVICE(03986) rose 6.13%, with a trading turnover 880.2 Million HKD, and a year-to-date rose 126.7%. MINIMAX-WP(00100) fell 10.48%, with a trading turnover 2.1 Billion HKD, and a year-to-date rose 345.5%. COSCO SHIP ENGY(01138) fell 10.38%, with a trading turnover 2.7 Billion HKD, and a year-to-date rose 95.1%.

GIGADEVICE

CHINAHONGQIAO

CHALCO

MUYUAN

COSCO SHIP ENGY

CHINA EAST AIR

Top 5 HK Stock Gainers/Losers (>100B) (3.4)

09678

03858

02068

02582

06821

AGTECH HOLDINGS(08279) rose 13.64%, with a trading turnover 36.7 Million HKD, and a year-to-date rose 273.1%. UNISOUND(09678) rose 12.94%, with a trading turnover 273.0 Million HKD, and a year-to-date fell 24.9%. DONGFANG ELEC(01072) rose 11.36%, with a trading turnover 1.6 Billion HKD, and a year-to-date rose 52.1%.

UNISOUND

JIAXIN INTL RES

CHALIECO

GUOFUHEE

Asymchem

Top 10 HK Stock Gainers (3.4)

601068

560860

561330

159980

159871

The Hang Seng Index closed down 2%, and the Hang Seng Tech Index fell 0.96%. In the non-ferrous energy sector, Dongfang Electric rose over 11%, JIAXIN INTL RES and Guofu Hydrogen both increased by more than 7%. CHALIECO rose 6.72%, and China Hongqiao increased by over 5%. The oil and gas sector performed poorly, with Shandong Molong down 5%, Dazhong Gongyong falling over 17%, Sinopec Oilfield Services down 11%, and COSCO Shipping Development down 14%

Wanjia CSI Industry Non-Ferrous Metal Theme ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Dacheng Non-Ferrous Metal Futures ETF

Yinhua CSI Non-ferrous Metal ETF

The Hang Seng Index closed down 2%, with the non-ferrous energy sector leading the gains

On July 19, the Yarlung Tsangpo super hydropower project (with an investment of 1.2 trillion yuan!) officially kicked off, with five giant power stations under construction, generating electricity equ...

LONKING

CHINA POWER

CHINA RES POWER

CR BLDG MAT TEC

SANY INT'L

HX BLDG MAT

Huaxin Building Materials

CNBM

CHINA NATIONAL BUILDING MATERIAL CO UNSP ADR EACH REPR 50 ORD

ZOOMLION

Zoomlion

DATANG POWER

Datang Power

雅江水电工程 1.2 万亿投资引爆市场！哪些港股接住 “万亿订单”？

MB-DFEC@EC2609A(26853.HK)

In the Middle East, when a war breaks out, China's wind power orders go crazy

Top 10 HK Stock Gainers (3.5)

Top 5 HK Stock Gainers/Losers (>100B) (3.5)

The Hang Seng Index closed up 0.44%, with the energy and AI sectors leading the gains

Hong Kong stock movement: DONGFANG ELEC rises 15.20%, UBS and Citigroup optimistic about future orders and profit growth!