Hot Trades in Hong Kong Stocks (8.12)｜SMIC/Hua Hong's Q3 Guidance Exceeds Expectations, Apple Supply Chain Soars, Coal Shortage Boosts Stock Prices!
Hot Trading Industry Trends and Related Hong Kong Stocks on August 12
Chip and Semiconductor Stocks Strengthen
$SMIC(00981.HK) and $HUA HONG SEMI(01347.HK) both rose more than 3%. Both companies recently released their Q2 results. Against the backdrop of improved pricing environments and persistently high capacity utilization rates, despite the impact of early stockpiling in the first half of the year, SMIC and Hua Hong Semiconductor forecast Q3 2025 revenue growth of 6% and 11% quarter-on-quarter (based on median estimates). Semiconductor demand is gradually recovering, but a recovery in gross margins may still be distant.
Related Hong Kong Stock Opportunities:
$HUA HONG SEMI(01347.HK)
$SMIC(00981.HK)
$CE HUADA TECH(00085.HK)
$INGDAN(00400.HK)
$INNOSCIENCE(02577.HK)
$SHANGHAI FUDAN(01385.HK)
Apple Concept Stocks Continue to Strengthen
$FIT HON TENG(06088.HK) rose 7.20%, and $BYD ELECTRONIC(00285.HK) rose 4.08%. CITIC Securities research notes that Apple has pledged an additional $100 billion in domestic U.S. manufacturing investment, which the firm views as a measure to further mitigate potential punitive tariffs on hardware products. Current valuations for A/H-share Apple supply chain representatives are low, and we are optimistic about sentiment recovery following the resolution of short-term negative factors.
Related Hong Kong Stock Opportunities:
$FIT HON TENG(06088.HK)
$BYD ELECTRONIC(00285.HK)
$COWELL(01415.HK)
$VSTECS(00856.HK)
$Lens(06613.HK)
$Q TECH(01478.HK)
$AAC TECH(02018.HK)
$SUNNY OPTICAL(02382.HK)
Coal Stocks Generally Rise
Since the start of summer, safety and environmental inspections have intensified, slightly tightening resource availability in major production areas, leading to continued rebounds in thermal coal prices. Structural shortages of mid-to-low-grade high-quality coal at Bohai Rim ports have emerged, with price increases expanding due to factors such as rising port costs and peak summer demand.
Related Hong Kong Stock Opportunities:
$CHINA COAL(01898.HK)
$YANKUANG ENERGY(01171.HK)
$CHINA SHENHUA(01088.HK)
$KINETIC DEV(01277.HK)
Individual Stock Updates
$Jingtai Holdings (02228.HK)$ rose over 9% at the start of trading. The group expects consolidated revenue for the mid-2025 period to be no less than RMB 500 million, an increase of at least 387% compared to the approximately RMB 103 million revenue for the six months ended June 30, 2024.
$IVD MEDICAL(01931.HK) surged 22% at the start of Hong Kong trading, hitting a new all-time high. The company has partnered with HashKey to accelerate the global rollout of its enhanced Ethereum treasury strategy.
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