HKEX Insider Activity — 2026-06-04

by hk-insider-activities-daily

🇭🇰 HKEX DI Report — 2026-06-04

🟢 ACCUMULATING — 1138 COSCO Shipping Energy ← BlackRock, 10.24% (increased by 3.97pp from prior filing), bought 51.4M shares @ HKD 15.99 for ~HKD 822M Read: BlackRock deployed ~HKD 822M on-exchange in COSCO Shipping Energy, lifting its stake by nearly 4pp to 10.24% — a high-conviction institutional buy on the H-share tanker operator.

🟢 ACCUMULATING — 1276 Hengrui Pharmaceuticals ← JPMorgan, 12.86% (increased by 3.57pp from prior filing) Read: Despite an off-exchange disposal triggering the filing, JPMorgan's consolidated Hengrui Pharma position expanded 3.57pp net to 12.86%, indicating cross-desk buying more than offset the sale.

🟢 ACCUMULATING — 6809 Montage Technology ← JPMorgan, 8.90% (increased by 0.94pp from prior filing), bought 712,933 shares @ HKD 378.76 for ~HKD 270M Read: JPMorgan went on-exchange for ~HKD 270M in Montage Technology, lifting its consolidated stake close to 9% in this premium domestic chip-design name.

🟢 ACCUMULATING — 914 Conch Cement ← JPMorgan, 11.69% (increased by 0.80pp from prior filing) Read: JPMorgan's net Conch Cement position grew 0.80pp to 11.69% despite an off-exchange disposal event, implying cross-desk buying outweighed the sale across its aggregated books.

🟢 ACCUMULATING — 9626 Bilibili ← JPMorgan, 12.17% (increased by 0.55pp from prior filing) Read: JPMorgan's aggregate Bilibili stake edged up 0.55pp net to 12.17% despite a disposal filing, suggesting continued cross-desk accumulation in the Chinese video-streaming platform.

🆕 NEW ENTRY — 1398 ICBC ← BlackRock, 5.04% (increased by 0.11pp), bought 95.5M H-shares @ HKD 6.65 for ~HKD 635M Read: BlackRock crossed the 5% disclosure threshold in ICBC H-shares with a ~HKD 635M block purchase, establishing a reportable position in China's largest lender.

🆕 NEW ENTRY — 1638 Kaisa Group ← JPMorgan, 6.46% (increased by 3.46pp) Read: A JPMorgan related-entity restructuring re-aggregated the consolidated Kaisa Group position to 6.46%; the 1004 filing reflects internal re-allocation rather than fresh open-market buying of the distressed developer.

🆕 NEW ENTRY — 358 Jiangxi Copper ← BlackRock, 5.83% (increased by 1.06pp) Read: BlackRock's internal entity restructuring surfaced a consolidated 5.83% stake in Jiangxi Copper H-shares — a re-aggregation rather than new open-market purchasing.

🆕 NEW ENTRY — 6881 China Galaxy Securities ← BlackRock, 5.10% (increased by 0.20pp), bought 7.3M shares @ HKD 7.76 for ~HKD 56.5M Read: BlackRock crossed the 5% notifiable line in China Galaxy Securities H-shares with a HKD 56.5M purchase, flagging a new reportable stake in the mid-tier Chinese broker.

🆕 NEW ENTRY — 19 Swire Pacific 'A' ← BlackRock, 5.02% (increased by 0.06pp), bought 490,500 shares @ HKD 81.62 for ~HKD 40M Read: BlackRock just cleared the 5% disclosure bar in Swire Pacific 'A' with a HKD 40M purchase, opening a reportable stake in the Hong Kong property-and-aviation conglomerate.

🆕 NEW ENTRY — 2050 Sanhua Intelligent Controls ← JPMorgan, 5.01% (increased by 0.23pp), bought 1.1M H-shares @ HKD 31.84 for ~HKD 35.7M Read: JPMorgan crossed the disclosure threshold in Sanhua Intelligent Controls H-shares with a HKD 35.7M purchase, establishing a position in the EV thermal-management components maker.

🆕 NEW ENTRY — 6680 JL Mag Rare-Earth ← Morgan Stanley, 5.02% (increased by 0.12pp), bought 276,949 shares @ HKD 18.82 for ~HKD 5.2M Read: Morgan Stanley crossed the 5% line in JL Mag Rare-Earth H-shares with a HKD 5.2M entry into the key NdFeB permanent-magnet supplier for EV motors.

🆕 NEW ENTRY — 1 CK Hutchison ← BlackRock, 5.04% (increased by 0.23pp) Read: A BlackRock subsidiary cessation triggered a fresh notifiable disclosure in CK Hutchison at 5.04%, representing a re-aggregation of existing exposure rather than new buying.

🆕 NEW ENTRY — 522 ASMPT ← BlackRock, 5.12% (increased by 0.20pp) Read: BlackRock's entity restructuring surfaced a re-aggregated 5.12% position in ASMPT (semiconductor packaging and assembly equipment), with no evidence of new open-market purchasing.

🆕 NEW ENTRY — 2208 Goldwind ← Bank of America, 5.03% (increased by 0.11pp) Read: A Bank of America entity reorganization consolidated its Goldwind H-share exposure to a notifiable 5.03% in the Chinese wind-turbine manufacturer.

🏢 BUYBACK — 300 Midea Group ← JPMorgan, 11.22% (decreased by 1.03pp from prior filing) Read: Midea Group's active buyback program mechanically adjusted JPMorgan's reported percentage stake down by 1.03pp to 11.22%.

🏢 BUYBACK — 470 Wuxi Lead ← JPMorgan, 7.75% (decreased by 0.74pp from prior filing) Read: Wuxi Lead Intelligent Equipment's issuer buyback drove a mechanical 0.74pp reduction in JPMorgan's reported stake to 7.75%.

🏢 BUYBACK — 3993 CMOC Group ← BlackRock, 7.94% (decreased by 0.55pp from prior filing) Read: CMOC Group's buyback activity caused a mechanical 0.55pp adjustment in BlackRock's reported stake in the copper-cobalt miner to 7.94%.

🔵 MAINTENANCE — securities borrowing/lending pool reclassifications (reason 1704), JPMorgan: • 1519 J&T Global Express — 4.95% (decreased by 0.89pp) • 6886 Huatai Securities — 4.95% (decreased by 0.68pp) Read: Both are prime-broker bookkeeping entries where shares shifted between JPMorgan's lending and borrowing pools — not directional buy or sell decisions.