JP#HSI RC2809S

ONE MEDIA GROUP

TOUYUN BIOTECH

C FIN INT INV

NEW CITY DEV

JINYUAN HCHEM

FINET GROUP

JTF INTL

KO YO GROUP

MS CONCEPT

000008

0HSCI

00HSI

000001

159920

02800

513600

China and Hong Kong stocks closed lower on March 12, with the CSI300 Index down 0.4% and the Shanghai Composite Index down 0.1%, as investor sentiment weakened amid ongoing geopolitical tensions in the Middle East. The Hang Seng Index fell 0.7%. Energy shares performed well, with significant gains in energy and coal indices. Analysts noted that while a spike in oil prices to $200 per barrel is deemed unlikely without major disruptions, investors are selectively adding to undervalued stocks. Additionally, shares of Guotai Junan International and Citic Securities dropped following reports of regulatory raids.

Reuters

Conglomerates Index

Hang Seng Composite Index

Hang Seng Index

SSE Index

Yinhua CSI 300 Index Fund(LOF)-A

E Fund CNI Value 100 ETF

GF Fund CSI HK Connect Financials(ex Banks) Thematic ETF

China Universal CSI 300 Index Initiating Fund(LOF)-C

E Fund CSI 300 Financials (ex Banks) ETF

ChinaAMC Hang Seng ETF

Hwabao WP CSI All Share Investment Banking & Brokerage ETF

Guotai CSI All Share Investment Banking & Brokerage ETF

TRACKER FUND

Fortune SG SSE 180 Value ETF

China Southern Hang Seng ETF

Yinhua CSI All Share Investment Banking & Brokerage ETF

Huatai-PB CSI 300 ETF

Zheshang CSI 300 Enhanced Index Fund(LOF)-A

Harvest SZSE SME-ChiNext Composite 300 ETF

China, HK stocks close down as escalating Middle East war saps sentiment

0HSLI

The Central Plains Real Estate Research Department pointed out that the CVI index reported 85.14 points this week, down 0.87 points from last week, marking a decline for two consecutive weeks. Despite the impact of the luxury property stamp duty increase and military conflicts in the Middle East, the CVI remains above 80 points, indicating that the short-term upward trend in property prices remains unchanged. Major banks have launched fixed-rate mortgage plans, and the market response has been enthusiastic, with interbank rates falling to nearly 2%, reducing funding costs. Banks are optimistic about mortgages and expect the CVI to continue to hold steady at the 80-point level. The latest CCL reported 149.36 points, up 10.51% from the low in May 2025

AASTOCKS

Hang Seng Composite LargeCap

The Centaline Property Valuation Index (major banks) CVI has fallen for two consecutive weeks, remaining above 80 points

Hong Kong's financial regulators arrested eight individuals in a probe into a HK$315 million insider trading and corruption scheme involving two major brokerages and a hedge fund manager. The operation, codenamed "Fuse," targeted senior executives suspected of accepting bribes in exchange for confidential information. The investigation revealed that executives allegedly leaked non-public details regarding share placements, leading to illicit gains for the hedge fund. The raids signal increased oversight in Hong Kong's financial sector, following a surge in trading volumes and IPO activity.

Businesstimes News

Hong Kong arrests hedge fund, broker staff in insider probe

Hong Kong Regulators Probe Financial Firms in Insider Dealing, Corruption Case

marketscreener

Hong Kong Regulators Probe Financial Firms in Insider Dealing, Corruption Case

01171

STECH

600188

00883

07300

07200

The Hang Seng Index closed at 25,579 points, down 318 points or 1.2%; the Hang Seng TECH Index reported 4,994 points, down 60 points or 1.2%. Among the active heavyweight stocks, Alibaba fell 2.3%, Meituan dropped 1.7%, and Tencent decreased by 1.1%. CMOC fell 5.5%, and NONGFU SPRING dropped 5.4%. CNOOC and China Shenhua hit new highs, rising 3.4% and 3.1% respectively

YANKUANG ENERGY

Hang Seng TECH Index

CHINA SHENHUA

CHINA RISUN GP

CMOC

NONGFU SPRING

MEITUAN

CNOOC

CHINA OILFIELD

CHINA BLUECHEM

COSL

CSEC/China Shenhua

FI CSOP HSI

FL2 CSOP HSI

The Half-Day Express reports that the Hang Seng Index fell by 318 points; the Hang Seng TECH Index dropped by 60 points. CMOC fell over 5%. CNOOC, China Shenhua, CHINA RISUN GP, Qingsong Health, and YANKUANG ENERGY reached new highs

002490

00746

03115

36Kr learned that the Hang Seng Index fell 1.23% at midday, and the Hang Seng Tech Index dropped 1.21%; the coal, oil and petrochemical, and chemical sectors led the gains, with Shandong Molong and L & M CHEMICAL rising over 13%, and YANKUANG ENERGY increasing over 8%; the machinery, real estate, and food and beverage sectors saw the largest declines, with Contemporary Land falling over 9%, SANY International dropping over 6%, and Dongpeng Beverage decreasing over 5%; southbound funds had a net purchase of HKD 5.729 billion

36Kr

Shandong Molong

L & M CHEMICAL

E Fund CSI Petrochemical Industry ETF

ISHARESHSI

SHANDONG MOLONG

ChinaAMC CSI Petrochemical Industry ETF

Guotai CSI Coal ETF

The Hang Seng Index fell 1.23% at midday, while Shandong Molong rose over 13%

The latest Hong Kong Interbank Offered Rate (HIBOR) data shows that the overnight rate is 1.57155%, an increase of 2.774 basis points from the previous trading day; the one-week rate is 1.6431%, an increase of 0.518 basis points; the one-month rate is 2.02982%, unchanged; the three-month rate is 2.37226%, an increase of 1.041 basis points; the six-month rate is 2.60375%, a decrease of 0.333 basis points; and the twelve-month rate is 2.77607%, a decrease of 0.97 basis points. The data is as of March 12, 2026, 11:15

Latest Hong Kong Interbank Offered Rate (HIBOR)

Hong Kong Eyes Additional Borrowing to Support Capital Works

Hong Kong Eyes Additional Borrowing to Support Capital Works

03110

Mainland Buyers Snap Up Properties in Hong Kong as Yuan Appreciates

GX HS HIGHDIV

Mainland Buyers Snap Up Properties in Hong Kong as Yuan Appreciates

36Kr learned that the net inflow of southbound funds reached HKD 4 billion

The net inflow of southbound funds reached HKD 4 billion

BABX

LNVGY

03037

00992

83115

KBAB

09115

The Hong Kong stock market has seen a decline, with the Hang Seng Index finishing lower for two out of three trading days after a brief winning streak. The index closed at 25,898.76, down 61.14 points or 0.24%. Concerns over the Middle East conflict and rising oil prices are impacting market sentiment. Major stocks like Alibaba and China Life Insurance experienced losses, while CNOOC and Lenovo saw gains. The global market outlook remains uncertain, influenced by mixed performances in the U.S. and European markets.

nasdaq

BABA 2x Long Daily ETF - GraniteShares

Lenovo Group

CSOP HSI ETF

LENOVO GROUP

ISHARESHSI-R

KraneShares 2x Long BABA Daily ETF

ISHARESHSI-U

BABA-W

Hang Seng May Extend Wednesday's Losses

07226

07500

The Hang Seng Index opened down 0.69%, and the Hang Seng TECH Index fell 0.60%

Wallstreetcn

XL2CSOPHSTECH

FI2 CSOP HSI

Hang Seng TECH ETF I

Dacheng Hang Seng Technology ETF(QDII)

XI2CSOPHSTECH

HSTECH ETF

Tianhong Hang Seng TECH ETF(QDII)

ChinaAMC Hang Seng Technology ETF(QDII)

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

$Hang Seng Index(00HSI.HK)has evolved into a hybrid market that reflects China’s economic cycle more than Hong Kong’s domestic fundamentals. Its performance is increasingly driven by mainland policy follow-through, earnings durability in platform and financial stocks, and cross-border capital flows via Stock Connect. Valuation alone is no longer a catalyst; sustained upside depends on whether policy support translates into real profit recovery and renewed confidence from long-term global investors.

$XTALPI(02228.HK) The first to rise in the Hong Kong stock watch list! Push it up!

XTALPI

LI AUTO-W

TENCENT

CSOP A50 ETF-R

CSOP A50 ETF

ISHARESHSTECH

CSOP HS TECH

CAM HS TECH

GEELY AUTO

POP MART

Li Auto

TENCENT-R

Tencent HK SDR 10to1

Tencent

Tencent Holdings Limited

GEELY AUTO-R

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

POP MART HK SDR 20to1

BABA-WR

Alibaba HK SDR 5to1

Alibaba

The exchange rate of HKD against USD is rising rapidly. Will there still be big opportunities in Hong Kong stocks? $Hang Seng Index(00HSI.HK) $Hang Seng TECH Index(STECH.HK)

While the US stock market hovers under the shadow of tariffs, the Hong Kong stock market is experiencing a liquidity-driven structural frenzy. But is this 'Hong Kong stocks feast' the beginning of a trend revaluation, or a short-lived bubble induced by capital?From a macro perspective, the weak dollar cycle and the abundance of Hong Kong dollar liquidity are the core drivers of the Hong Kong stock market. In May, US tariff revenue surged to a peak of $22 billion, yet the CPI remained stable, coupled with the potential impact of immigration policies on the job market, the probability of a Fed rate cut in June-July is extremely low. The US stock market remains in a tug-of-war between 'chicken ribs market and downside risk.' In contrast, the Hong Kong dollar exchange rate has quickly slid from the strong-side guarantee to the weak-side edge, HIBOR rates are nearly zero, and the abundant liquidity is flooding into new consumption, innovative drugs, and A/H premium targets, driving both blue-chip dividend stocks and growth assets higher.However, the sustainability of the structural revaluation of Hong Kong stocks is highly dependent on the liquidity environment. The current extremely low level of HIBOR has deviated from the US benchmark interest rate. If the Fed's policy shifts or there are changes in the supply and demand of funds, a liquidity retreat could trigger a valuation correction. More critically, the structural premium of the same asset in Hong Kong stocks compared to A-shares lacks fundamental support. In a market dominated by southbound funds, caution is needed against the risk of valuation overshoot under 'capital frenzy.'In the short term, as long as the cost of borrowing in Hong Kong dollars remains low, there is still room for liquidity-driven revaluation to continue. However, in the long term, whether Hong Kong stocks can escape the 'capital market' dilemma depends on whether corporate earnings can take over liquidity as the anchor of valuation. Investors need to closely monitor changes in HIBOR rates and maintain sensitivity to risks amid the liquidity feast. $Hang Seng Index(00HSI.HK)

$Hang Seng Index(00HSI.HK)When the Hong Kong dollar triggers the strong-side convertibility undertaking, the Hong Kong government will be forced to issue Hong Kong dollars to buy US dollars (unless Hong Kong abandons the linked exchange rate system due to another crisis caused by excessive base money).Short-term may benefit the Hong Kong stock market.

On a weekly basis, the southbound capital flow in Hong Kong stocks was a net outflow in the past week. This is unusual, as it's the first time this has happened in at least over a year. $HSTECH ETF(03032.HK) $Hang Seng Index(00HSI.HK) $XIAOMI-W(01810.HK)

XIAOMI-WR

XIAOMI-W

Xiaomi HK SDR 2to1

Xiaomi Corporation

$XTALPI(02228.HK)$Hang Seng Index(00HSI.HK)This is a key macro indicator for Hong Kong stocks.

$Hang Seng Index(00HSI.HK) $XTALPI(02228.HK) Who should be blamed for these poor souls in Hong Kong stocks today? Sigh... damn it

During the 2018 trade war, Gao Shanwen gave a relatively well-known internal speech:Our generation has already made enough money, so young people should just wash up and go to sleep.As for the 2025 tariff war, what I want to say is: young people might not be able to sleep.$Hang Seng Index(00HSI.HK)$Hang Seng TECH Index(STECH.HK)$Invesco QQQ Trust(QQQ.US)$SPDR S&amp;P 500(SPY.US)

Invesco QQQ Trust

SPDR S&P 500

Another day protected by southbound capital! At 13:30 in the afternoon, the southbound capital suddenly surged, and the intraday chart skyrocketed after a 10-minute delay (did you day trade during these 10 minutes? 😂).Unlike yesterday, the southbound capital first rose and then fell in the morning, showing overall weakness. By 13:30, the net purchase was only 1.5 billion. After the surge, the cumulative net purchase for the day reached 5.15 billion. Compared with yesterday, I'm more convinced that there is a will behind the southbound capital.$Hang Seng Index(00HSI.HK) $BABA-W(09988.HK) $TENCENT(00700.HK)

JP#HSI RC2809S(57929.HK)

China, HK stocks close down as escalating Middle East war saps sentiment

The Centaline Property Valuation Index (major banks) CVI has fallen for two consecutive weeks, remaining above 80 points

Hong Kong arrests hedge fund, broker staff in insider probe

Hong Kong Regulators Probe Financial Firms in Insider Dealing, Corruption Case

The Half-Day Express reports that the Hang Seng Index fell by 318 points; the Hang Seng TECH Index dropped by 60 points. CMOC fell over 5%. CNOOC, China Shenhua, CHINA RISUN GP, Qingsong Health, and YANKUANG ENERGY reached new highs