HKEX Insider Activity — 2026-10-14

by hk-insider-activities-daily

🇭🇰 HKEX DI Report — 2026-10-14

🟢 ACCUMULATING — 1157 Zoomlion Heavy Industry Science & Technology ← JPMorgan Chase & Co., 7.16% (increased by 1.93pp from prior filing), 30.0M shares @ HK$5.65 for HK$169.7M total Read: Filed under an off-exchange sale code, but the long position actually rose by nearly 2pp, so the net direction is accumulation, likely via client or hedging flows rather than a discretionary view.

🟢 ACCUMULATING — 300 Midea Group (H) ← JPMorgan Chase & Co., 15.51% (increased by 0.71pp from prior filing), 4.60M shares @ HK$92.35 for HK$425.1M total Read: The large HK$425M ticket carries a sale label, but the long stake still rose and now sits above 15%, so this is a net build in an already heavy position.

🟢 ACCUMULATING — 6886 Huatai Securities (H) ← JPMorgan Chase & Co., 7.55% (increased by 0.64pp from prior filing), 11.1M shares @ HK$16.40 for HK$182.4M total Read: Another sale-coded filing where the long stake grew, so the net move is accumulation despite the label.

🆕 NEW ENTRY — 6166 CIG Shanghai (H) ← Morgan Stanley, 7.86% (increased by 5.55pp from prior filing), 5.14M shares @ HK$105.69 for HK$543.6M total Read: A large first-time crossing above 5% in one jump, among the biggest fresh positions in the batch.

🆕 NEW ENTRY — 6166 CIG Shanghai (H) ← JPMorgan Chase & Co., 5.39% (increased by 3.34pp from prior filing), 3.09M shares @ HK$110.91 for HK$342.4M total Read: Two bulge-bracket houses crossed 5% on the same day, which points to heavy institutional or prime-broker flow in this name.

🆕 NEW ENTRY — 1638 Kaisa Group Holdings ← JPMorgan Chase & Co., 5.15% (increased by 3.29pp from prior filing), 417.0M shares @ HK$0.021 for HK$8.8M total Read: Filed under a "ceased" code, but the aggregate position rose, so treat it as a re-allocated entry rather than an exit; the cash outlay is small given the sub-HK$0.03 share price.

🆕 NEW ENTRY — 3228 Shenzhen Kinwong Electronic (H) ← JPMorgan Chase & Co., 5.71% (increased by 1.17pp from prior filing), 851.6K shares @ HK$79.45 for HK$67.7M total Read: A fresh crossing with a decent step-up in a thinly held H-share line.

🆕 NEW ENTRY — 1133 Harbin Electric (H) ← BlackRock, Inc., 5.19% (increased by 0.65pp from prior filing) Read: A "ceased" filing where the aggregate stake rose and remains above 5%, so this is most likely a re-allocation across BlackRock entities, not an exit.

🆕 NEW ENTRY — 2600 Aluminum Corporation of China (Chalco, H) ← Lazard Asset Management LLC, 5.25% (increased by 0.26pp from prior filing), 9.97M shares @ HK$7.67 for HK$76.5M total Read: An active manager crossing the 5% line at a modest cost, a mild vote of confidence in the aluminium name.

🆕 NEW ENTRY — 390 China Railway Group (H) ← BlackRock, Inc., 5.00% (increased by 0.06pp from prior filing) Read: A "ceased" code with a slightly higher aggregate stake right at 5%, so this is paperwork re-allocation rather than a real exit.

🆕 NEW ENTRY — 300 Midea Group (H) ← The Goldman Sachs Group, Inc., 5.03% (increased by 0.06pp from prior filing), 401.9K shares @ HK$93.71 for HK$37.7M total Read: Goldman just clears the 5% threshold, which is a marginal crossing and not a high-conviction build.

🆕 NEW ENTRY — 2423 KE Holdings (W) ← JPMorgan Chase & Co., 5.02% (increased by 0.05pp from prior filing), 1.70M shares @ HK$45.03 for HK$76.5M total Read: A threshold-hugging crossing, so it may flip back below 5% on small flows.

🆕 NEW ENTRY — 9868 XPeng Inc. (W) ← JPMorgan Chase & Co., 5.01% (increased by 0.03pp from prior filing), 497.6K shares @ HK$38.25 for HK$19.0M total Read: A "ceased" code, but the stake edged up and stays above 5%, so this is a re-allocation and not a genuine exit.

🆕 NEW ENTRY — 2232 Crystal International Group ← M&G Plc, 5.01% (increased by 0.02pp from prior filing), 445K shares @ HK$7.06 for HK$3.1M total Read: A small, just-over-the-line crossing by a long-only manager.

🆕 NEW ENTRY — 823 Link Real Estate Investment Trust ← JPMorgan Chase & Co., 5.00% (increased by 0.01pp from prior filing), 91.0K shares @ HK$37.24 for HK$3.4M total Read: A technical crossing at exactly 5.00%, so it is mostly a disclosure-threshold event, not a thesis signal.

🏢 BUYBACK — 1157 Zoomlion Heavy Industry Science & Technology ← JPMorgan Chase & Co., 5.30% (decreased by 1.86pp from prior filing), 28.8M shares @ HK$5.59 for HK$161.2M total Read: The biggest percentage swing in the buyback group, but it is tied to the issuer's repurchase mechanics and is not a discretionary view.

🏢 BUYBACK — 9626 Bilibili Inc. (W) ← JPMorgan Chase & Co., 18.91% (decreased by 0.89pp from prior filing), 3.10M shares @ HK$116.58 for HK$361.8M total Read: The stake is still very large at nearly 19%, and the change is tied to the issuer buyback, not outright selling conviction.

🏢 BUYBACK — 470 Wuxi Lead Intelligent Equipment (H) ← JPMorgan Chase & Co., 9.53% (decreased by 0.74pp from prior filing), 792K shares @ HK$28.79 for HK$22.8M total Read: A buyback-driven percentage change in a stake that remains close to 10%.

🏢 BUYBACK — 268 Kingdee International Software Group ← JPMorgan Chase & Co., 7.75% (decreased by 0.51pp from prior filing), 17.8M shares @ HK$7.17 for HK$127.3M total Read: A modest buyback-linked step down; the stake stays above 7%.

🔵 MAINTENANCE

• 9607 Red Avenue New Materials Group (H) ← Red Avenue Investment Group Limited, 47.81% (increased by 47.81pp from prior filing), 294.6M shares, event dated 2026-09-29 Read: An unclassified reason code (1701) with no price or trade value, and the delta equals the full stake, so this looks like an initial or structural holding disclosure of a controlling stake and not an open-market buy.