HKEX Insider Activity — 2026-06-02

by hk-insider-activities-daily

🇭🇰 HKEX DI Report — 2026-06-02

🟢 ACCUMULATING — 881 Zhongsheng Group Holdings ← Pzena Investment Management, bought 22,647,500 shares @ HKD 6.15 for ~HKD 139.2M total Read: Value manager Pzena purchased 22.6M Zhongsheng shares in the open market on the same day as a large company placement, lifting its stake to 6.89% (increased by 0.96pp) in a contrarian bet on China's distressed luxury auto-dealer sector.

🆕 NEW ENTRY — 2631 SICC Co. ← Morgan Stanley, 6.40% (increased by 1.71pp from prior filing, first ≥5% disclosure) Read: Morgan Stanley's aggregate positions crossed the 5% threshold in SICC, China's dominant silicon carbide substrate manufacturer, adding 942,735 shares at HKD 123.77 (~HKD 116.7M) as institutional demand builds for domestic SiC supply-chain names.

🆕 NEW ENTRY — 2315 Biocytogen Pharmaceuticals ← Fullgoal Fund Management, 5.18% (increased by 0.21pp from prior filing, first ≥5% disclosure) Read: Fullgoal Fund became a new substantial shareholder of Biocytogen, acquiring 237,000 shares at HKD 53.67 (~HKD 12.7M) to cross the 5% reporting threshold in this Beijing biopharmaceutical name.

🆕 NEW ENTRY — 699 Ningbo Joyson Electronic ← JPMorgan Chase, 5.03% (increased by 0.28pp from prior filing, first ≥5% disclosure) Read: JPMorgan's combined holdings in Ningbo Joyson Electronic tipped past the 5% substantial-shareholder line after 522,500 shares were acquired at HKD 18.06 (~HKD 9.4M) in the automotive electronics maker.

🆕 NEW ENTRY — 1989 Delton Technology ← Bank of New York Mellon, 6.34% (aggregate position increased by 3.78pp from prior filing, post-reallocation) Read: BNY Mellon's consolidated stake in Delton Technology rose to 6.34% after 1.74M shares were transferred from a ceased related entity into the surviving group entity, forming a materially larger new aggregate disclosed position.

🆕 NEW ENTRY — 7489 VOYAH Automotive Technology ← Bank of New York Mellon, 5.97% (aggregate position increased by 3.44pp from prior filing, post-reallocation) Read: BNY Mellon's consolidated holding in VOYAH (Dongfeng's premium EV brand) reached 5.97% as 30.5M shares were reallocated from a ceased group entity, establishing a new aggregate disclosed position in the recently listed EV maker.

🆕 NEW ENTRY — 1138 COSCO SHIPPING Energy Transportation ← Bank of America, 5.39% (aggregate position increased by 1.87pp from prior filing, post-reallocation) Read: Bank of America's aggregate interest in COSCO SHIPPING Energy climbed to 5.39% following an intra-group reallocation of 24.3M shares from a dissolved related entity, producing a net higher consolidated disclosed stake in the oil tanker operator.

🏢 BUYBACK — 620 DTXS Silk Road Investment ← China CITIC Financial Asset Management, 0.00% (decreased by 51.00pp from prior filing) Read: CITIC AMC's entire ~51% strategic block in DTXS Silk Road was extinguished via an issuer repurchase of 408.5M shares, fully buying out the anchor financial shareholder in what is an extraordinarily large single-party buyback.

🏢 BUYBACK — 696 TravelSky Technology ← BlackRock, 11.72% (decreased by 0.68pp); 2333 Great Wall Motor ← BlackRock, 7.77% (decreased by 0.92pp); 358 Jiangxi Copper ← BlackRock, 4.99% (decreased by 0.58pp) Read: BlackRock's percentage stakes in three state-linked names dipped mechanically as issuer buybacks reduced each company's share count, with no change to BlackRock's underlying share positions.

⚙️ OPTION/CONVERSION — 881 Zhongsheng Group Holdings ← Jardine Matheson / Jardine Strategic / JMH Investments / JSH Investment Holdings, 14.31% (decreased by 4.94pp post-subscription); subscribed 118,000,000 shares @ HKD 6.15 for ~HKD 725.3M Read: The Jardine conglomerate subscribed to 118M new Zhongsheng shares for HKD 725M yet still saw its combined stake fall 4.94pp to 14.31%, confirming that a substantially larger third-party placement was priced alongside Jardine's participation.

⚙️ OPTION/CONVERSION — 1860 Mobvista Inc. ← Wei Duan (director, via Mobvista Co. / Seamless Technology), 21.71% (decreased by 3.41pp post-subscription); subscribed 53,735,027 shares @ HKD 12.99 for ~HKD 698M Read: Director Wei Duan committed ~HKD 698M to subscribe 53.7M new Mobvista shares through his holding vehicles, a high-conviction insider capital injection that nonetheless diluted his stake by 3.41pp given the broader offering size.

⚙️ OPTION/CONVERSION — 1117 China Modern Dairy Holdings ← China Mengniu Dairy, 51.71% (decreased by 1.53pp post-conversion); converted 120,802,952 shares @ HKD 1.13 for ~HKD 136M Read: Mengniu Dairy converted ~HKD 136M of convertible instruments into 120.8M China Modern Dairy shares at HKD 1.13, maintaining majority control at 51.71% while the conversion modestly reduced its percentage as the total share count expanded.

🔵 MAINTENANCE

• 6809 Montage Technology ← JPMorgan Chase, 7.74% (decreased by 0.52pp)

  Read: JPMorgan's long position in Montage Technology shifted under securities-lending reason code 16022-L — a prime-broker reclassification between lending pools rather than any open-market sale.