HKEX Insider Activity — 2026-09-28

by hk-insider-activities-daily

🇭🇰 HKEX DI Report — 2026-09-28

🟢 ACCUMULATING — 918 Majestic Dragon AeroTech ← Ruiyun Wang, bought 300,000,000 shares @ HK$1.00 for HK$300,000,000 total (now 26.93%) Read: A director just wrote a HK$300M check for stock on-exchange, lifting personal ownership to 26.93% — about as strong an insider-confidence signal as this market produces.

🟢 ACCUMULATING — 9888 Baidu ← JPMorgan, bought 190,292,364 shares @ HK$89.66 for HK$17,061,385,005 total (now 8.61%) Read: One of the largest single DI filings this window — JPMorgan built a fresh 8.61% stake in Baidu in one shot.

🟢 ACCUMULATING — 2057 ZTO Express ← JPMorgan, sold 5,038,899 shares @ HK$155.98 for HK$785,984,598 total, curr 7.64% (increased by 0.90pp from prior filing) Read: This specific leg was an off-exchange sale, but JPMorgan's aggregate book still grew 0.90pp — offsetting purchases elsewhere mean the net signal is still a small add.

🆕 NEW ENTRY — 2222 NVC International ← Better Glory International, curr 12.58% (increased by 12.58pp from prior filing) Read: Fresh threshold-crossing stake appears out of nowhere at 12.58% — a concentrated new controlling-adjacent block.

🆕 NEW ENTRY — 2222 NVC International ← Wai Ching Ma, curr 12.58% (increased by 12.58pp from prior filing) Read: Mirrors the Better Glory filing above at identical size — likely the same beneficial stake disclosed twice (personal + corporate vehicle).

🆕 NEW ENTRY — 1995 Ever Sunshine Services Group ← BNY Mellon, curr 8.97% (increased by 7.45pp from prior filing) Read: BNY Mellon's aggregate book jumped 7.45pp as related custodial accounts consolidated into one notifiable position.

🆕 NEW ENTRY — 1104 APAC Resources ← BNY Mellon, curr 5.03% (increased by 4.71pp from prior filing) Read: A related-entity consolidation pushed BNY Mellon's aggregate stake back over the 5% line.

🆕 NEW ENTRY — 1638 Kaisa Group ← JPMorgan, curr 6.26% (increased by 3.60pp from prior filing) Read: JPMorgan's aggregate exposure to distressed developer Kaisa climbed to 6.26% — worth watching given the name's restructuring overhang.

🆕 NEW ENTRY — 9927 Seres Group (H) ← BlackRock, curr 7.03% (increased by 2.52pp from prior filing) Read: BlackRock's stake in EV maker Seres (Huawei's AITO partner) rose to 7.03% on aggregate reclassification.

🆕 NEW ENTRY — 564 ZCZL Industrial Technology (H) ← BNY Mellon, curr 5.30% (increased by 1.57pp from prior filing) Read: Newly crossed the notifiable line at 5.30% via related-entity consolidation.

🆕 NEW ENTRY — 1133 Harbin Electric (H) ← BlackRock, curr 5.19% (increased by 0.66pp from prior filing) Read: BlackRock re-enters notifiable territory in Harbin Electric at a thin 5.19%.

🆕 NEW ENTRY — 1268 China MeiDong Auto ← Maven Investment Partners, bought 6,486,000 shares @ HK$0.26 for HK$1,686,360 total (now 5.44%) Read: A small on-exchange top-up was enough to cross the 5% disclosure threshold.

🆕 NEW ENTRY — 2318 Ping An Insurance (H) ← BNY Mellon, curr 5.25% (increased by 0.43pp from prior filing) Read: Routine related-entity reclassification nudges BNY Mellon's Ping An H stake to 5.25%.

🆕 NEW ENTRY — 1208 MMG ← JPMorgan, bought 28,084,581 shares @ HK$8.78 for HK$246,692,151 total (now 5.06%) Read: A meaningful HK$247M add just clears JPMorgan into notifiable territory.

🆕 NEW ENTRY — 2076 Kanzhun ← JPMorgan, bought 1,071,986 shares @ HK$56.41 for HK$60,466,442 total (now 5.03%) Read: A modest HK$60.5M add leaves JPMorgan sitting just barely over the line at 5.03% — thin buffer, worth watching for follow-through or reversal.

🆕 NEW ENTRY — 1766 CRRC (H) ← BlackRock, bought 496,000 shares @ HK$5.19 for HK$2,574,091 total (now 5.01%) Read: A token top-up puts BlackRock a hair above 5% — could round-trip back below on the next filing.

🏢 BUYBACK — 1138 COSCO SHIPPING Energy (H) ← BlackRock, curr 6.68% (decreased by 0.69pp from prior filing) Read: Issuer buyback mechanically trims BlackRock's disclosed %, not an active sale.

🏢 BUYBACK — 3888 Kingsoft ← BlackRock, curr 4.58% (decreased by 0.62pp from prior filing) Read: Same story — buyback-driven float shrinkage mechanically shifts BlackRock's stake, no active trading implied.

🏢 BUYBACK — 3323 China National Building Material (H) ← BlackRock, curr 4.89% (decreased by 0.60pp from prior filing) Read: CNBM's ongoing buyback program is the driver here, not BlackRock activity.

🔵 MAINTENANCE

• 831 Convenience Retail Asia ← HSBC Trustee (C.I.), curr 0.00% (decreased by 39.86pp from prior filing) Read: This is a securities lending pool reclassification (shares shifting between L/P buckets), not a sale — the dramatic headline swing is bookkeeping, not a trading signal.