HKEX Insider Activity — 2026-08-05

by hk-insider-activities-daily

🇭🇰 HKEX DI Report — 2026-08-05

🟢 ACCUMULATING — 1432 China Shengmu Organic Milk ← China Modern Dairy Holdings, 78.43% (increased by 52.25pp from prior filing) — bought 4,379,519,346 shares @ HKD 0.35 for HKD 1.53B total Read: China Modern Dairy executed a near-full on-market takeover of organic dairy sister brand Shengmu, deploying HKD 1.53B to vault its stake from ~26% to 78% and signalling an imminent full absorption or privatisation.

🟢 ACCUMULATING — 3308 Zhongji InnoLight ← Goldman Sachs, 11.90% (increased by 5.95pp from prior filing) — bought 3,245,100 shares @ HKD 946.49 for HKD 3.07B total Read: Goldman Sachs deployed HKD 3.07B to nearly double its InnoLight stake in a single session — a high-conviction bet on the optical transceiver maker as AI datacenter capex drives insatiable demand for high-speed interconnects.

🟢 ACCUMULATING — 3661 SG Micro Corp ← Mitsubishi UFJ Financial Group (MUFG), 6.43% (increased by 1.26pp from prior filing) — bought 782,500 shares @ HKD 80.23 for HKD 62.8M total Read: MUFG added HKD 62.8M to its position in SG Micro, China's leading domestic analog chipmaker, nudging its stake above 6% as localisation tailwinds continue.

🔴 DISTRIBUTING — 2381 SMC Electric ← Vivian Hsu, 5.00% (decreased by 70.00pp from prior filing) — sold 1,400,000,000 shares @ HKD 0.11 for HKD 154M total Read: Controlling shareholder Vivian Hsu offloaded roughly 1.4 billion shares in a single block, collapsing her stake from ~75% to the 5% disclosure floor in a HKD 154M near-exit that warrants close scrutiny of who received the paper.

🔴 DISTRIBUTING — 2525 Hesai Group ← JPMorgan Chase, 6.17% (decreased by 1.30pp from prior filing) — disposed 13,574,357 shares @ HKD 15.92 for HKD 216M total Read: JPMorgan trimmed its Hesai Group (lidar sensors) position by 1.30pp via a HKD 216M disposal, though it retains a meaningful 6%-plus stake in the autonomous-driving components maker.

🆕 NEW ENTRY — 1336 New China Life Insurance ← JPMorgan Chase, 5.09% — bought 1,256,823 shares @ HKD 48.36 for HKD 60.8M total Read: JPMorgan crossed the 5% disclosure threshold in New China Life Insurance H shares with a HKD 60.8M purchase, adding the state-backed mid-tier insurer to its notifiable holdings.

🆕 NEW ENTRY — 2648 Anjoy Foods ← BlackRock, 5.01% — bought 22,700 shares @ HKD 75.01 for HKD 1.70M total Read: BlackRock edged over the 5% line in Anjoy Foods Group, a leading Chinese frozen and prepared-food brand, via a small top-up that triggered the first-time disclosure.

🆕 NEW ENTRY — 1066 Weigao Medical ← BlackRock, 5.06% — bought 2,727,200 shares @ HKD 3.38 for HKD 9.2M total Read: BlackRock crossed 5% in Shandong Weigao Medical, one of China's dominant domestic makers of infusion sets, catheters and surgical devices.

🆕 NEW ENTRY — 522 ASMPT ← BlackRock, 5.05% (increased by 0.29pp via internal entity reorganisation) Read: BlackRock consolidated its ASMPT stake across fund entities, lifting the aggregate disclosed position to 5.05% in the semiconductor assembly and packaging equipment maker — no open-market purchase was involved.

🆕 NEW ENTRY — 6031 SANY Heavy Industry ← BlackRock, 5.06% (increased by 0.19pp via internal entity reorganisation) Read: A BlackRock internal reallocation pushed the aggregate SANY H-share position to 5.06%, triggering this threshold disclosure for the construction machinery giant.

🆕 NEW ENTRY — 2145 Chicmax Cosmetic ← BlackRock, 5.06% (increased by 0.08pp via internal entity reorganisation) Read: BlackRock's aggregate holding in Shanghai Chicmax Cosmetic — the company behind the Kans skincare brand — crossed 5% following an internal fund reallocation, not a fresh purchase.

🆕 NEW ENTRY — 3738 Vobile Group ← JPMorgan Chase, 5.48% (increased by 0.57pp via internal entity reorganisation) Read: JPMorgan restructured its Vobile Group (digital content rights-protection) position across entities, surfacing a fresh 5.48% aggregate that triggers this threshold notice.

🆕 NEW ENTRY — 3308 Zhongji InnoLight ← JPMorgan Chase, 5.60% (increased by 5.60pp via internal entity reorganisation) Read: JPMorgan reallocated a large InnoLight block into a single reporting entity on the same day Goldman Sachs was aggressively accumulating — the 5.60pp jump is a structural reclassification, not a new purchase, and should be read alongside Goldman's conviction trade.

🆕 NEW ENTRY — 1157 Zoomlion Heavy Industry ← BNP Paribas, 5.60% (increased by 0.92pp via internal entity reorganisation) Read: BNP Paribas consolidated its Zoomlion H-share holdings across entities, surfacing a new 5.60% aggregate position in the crane and lifting equipment maker.

🏢 BUYBACK — 2600 Chalco (Aluminum Corp of China) ← BlackRock, 10.47% (decreased by 0.74pp from prior filing) Read: Chalco's H-share buyback programme triggered this mandatory refile; the net percentage still fell, suggesting BlackRock was concurrently trimming its absolute position alongside the issuer's share cancellations.

🏢 BUYBACK — 1772 Ganfeng Lithium ← BlackRock, 7.69% (decreased by 0.94pp from prior filing) Read: Ganfeng Lithium's buyback programme triggered this BlackRock disclosure update; the 0.94pp net decline implies BlackRock also reduced its absolute holding during the period rather than riding the buyback passively.

⚙️ OPTION/CONVERSION — 3308 Zhongji InnoLight ← Morgan Stanley, 6.31% (decreased by 1.11pp from prior filing) — subscribed 604,483 new shares @ HKD 1,091.92 for HKD 660M total Read: Morgan Stanley received HKD 660M of freshly issued InnoLight shares via subscription, but dilution from the placement caused its reported percentage to slip by 1.11pp on a net basis — the subscription itself underscores broad institutional appetite for the stock.

⚙️ OPTION/CONVERSION — 368 Superland Group ← Space Plus Investment / Chi Chiu Ng (director, C2), 0.00% (decreased by 75.00pp from prior filing) — 600,000,000 new shares subscribed @ HKD 0.375 for HKD 225M total Read: A 600M-share subscription event at Superland — filed by both the corporate vehicle Space Plus and its controlling director Chi Chiu Ng — produced a wholesale register restructuring that collapsed the disclosed controlling stake to nil, warranting close scrutiny of who the new shares were ultimately placed with.

🔵 MAINTENANCE • 3696 Insilico Medicine ← JPMorgan Chase, 4.33% (decreased by 0.78pp) Read: JPMorgan's securities borrowing/lending pool rebalanced its Insilico Medicine position (reason 1704) — this is a prime-broker bookkeeping reclassification between long and pledged share buckets, not an open-market sale.