--- title: "Hong Kong Niche Plays: Tech Upgrades and Fertility Turnarounds to Watch" type: "News" locale: "en" url: "https://longbridge.com/en/news/296333323.md" description: "I'm told the Hong Kong market is seeing a rotation into niche assets. We look at Jinxin Fertility's return to profitability, BOE Varitronix's auto display push, and a new active ETF launch." datetime: "2026-08-19T09:42:22.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296333323.md) - [en](https://longbridge.com/en/news/296333323.md) - [zh-HK](https://longbridge.com/zh-HK/news/296333323.md) generator: "portal-rs" --- # Hong Kong Niche Plays: Tech Upgrades and Fertility Turnarounds to Watch I'm told that the Hong Kong market is undergoing a quiet yet significant reshuffle, with investors pivoting toward diversified financial and niche tech assets. According to people familiar with the matter, capital is flowing into everything from assisted reproductive services to specialized active ETFs. This is the most significant structural shift we've seen in these sub-sectors recently, as companies bounce back to profitability or tap into new AI-driven product lines. Here is what to watch later this week. ### Jinxin Fertility (1951.HK) Jinxin Fertility is staging a notable comeback. According to a voluntary announcement in July 2026, the company recorded robust operational growth in the first half of the year, with overseas IVF cycles surging over 42% year-over-year. I'm told that the company expects to return to profitability, projecting a net income of no less than RMB 90M for H1 2026. This marks one of the most substantial recoveries in the medical service sector, driven by expanding international operations. ### BOE Varitronix (0710.HK) BOE Varitronix continues to maintain a major presence in the automotive display market. Being a leading global supplier for large-sized car screens, the company is well positioned for the ongoing digitization of vehicle interiors. I'm told that the demand for advanced human-machine interfaces (HMI) has provided a strong tailwind. Before the next earnings, investors will be closely watching its pipeline of digital instrument clusters and head-up displays. ### Fibocom Wireless (0638.HK) Following its Hong Kong listing in late 2025, Fibocom Wireless is doubling down on next-generation technology. According to its prospectus, roughly 55% of the IPO proceeds are earmarked for R&D in artificial intelligence and robotics. People familiar with the company's strategy say the focus is to aggressively expand its AI module footprint in smart retail and automotive electronics, aiming to capture higher-margin segments. ### CSOP KOSPI 200 Covered Call Active ETF (3537.HK) On the product front, the newly listed CSOP KOSPI 200 Covered Call Active ETF began trading in July 2026. Priced in USD but traded in HKD, this active ETF uses a covered call strategy to generate income while hedging against downside risks. It highlights a growing appetite among local investors for yield-enhancing strategies amid macro volatility. ### Also in this issue - **Han Tang International (1187.HK)**: The company's exact relationship with Cofoe Medical remains unclear, and I'm told they still need to navigate lingering compliance issues from a 2017 disciplinary action. *This article does not constitute investment advice.* ### Related Stocks - [01951.HK](https://longbridge.com/en/quote/01951.HK.md) - [01187.HK](https://longbridge.com/en/quote/01187.HK.md) ## Related News & Research - [Amorepacific clinical trial shows Micro-LED mask boosts skin rejuvenation after PN injections](https://longbridge.com/en/news/296753056.md) - [ASCENTAGE 1H26 Loss Widens to RMB817 million; No Interim Dividend](https://longbridge.com/en/news/296423848.md) - [10:37 ETGive Interactive Launches 'Give Legacy Fund,' Bringing a Perpetual Giving Platform to DAF Sponsors](https://longbridge.com/en/news/296803366.md) - [Vector Science files US provisional patent for orthopedic tissue-regeneration peptide platform](https://longbridge.com/en/news/296483037.md) - [Navigator invests about EUR 115 million in new tissue paper machine at Aveiro complex](https://longbridge.com/en/news/296775961.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**