Zhitong Hong Kong stocks have long been known | Hong Kong's top three regulators issued a joint statement, the NASDAQ plummeted 1.25%

[Today's headlines]

The Hong Kong Securities Regulatory Commission, the Financial Services Bureau and the Stock Exchange issued a joint statement

The Hong Kong Securities Regulatory Commission, the Financial Services Council and the Stock Exchange issued a joint statement to address regulatory concerns raised by the increasing number of cases of listed issuers' financial statements being “unable to express an opinion” due only to ongoing business issues; they will continue to closely monitor the relevant situation, and if misconduct or irregularities are discovered, appropriate supervision, disciplinary action or enforcement action will be taken.

If there is no significant improvement in the situation, the Exchange will consider amending the Listing Rules as needed, including requiring that listed issuers whose financial statements contain financial statements that are unable to express an opinion solely due to continuing operations issues must be suspended.

[General outlook]

The NASDAQ plummeted 1.25%, and most large technology stocks fell

Overnight US stocks closed at 51.77 points, or 0.1%, at 51231.64 points; the S&P 500 stock index fell 36.41 points, to close at 7765.36 points, or 0.47%; and the Nasdaq Composite Index fell 345.35 points, to close at 27193.34 points, or 1.25%.

Most big tech stocks fell, with Apple up 1.11%; Amazon down 2.25% and Nvidia down 2.94%. The Philadelphia Semiconductor Index fell 3.39% to 12623.72 points. TSMC fell 3.01%; storage concept stocks generally fell; Western Digital fell 2.99%, Seagate Technology fell 4.05%, and SK Hynix fell 4.35%; optical communication concept stocks plummeted, Lumentum fell 5.62% and Corning fell 6.38%; oil and gas stocks generally rose, and Occidental Petroleum rose 3.56%. The consumer retail sector generally rose, with Lowe's up 4.03% and Pepsi up 3.73%.

Most popular Chinese securities fell, and the Nasdaq China Golden Dragon Index fell 0.62%. The Hang Seng Index ADR rose. On a proportional basis, it closed at 23977.67 points, up 191.88 points or 0.81% from the Hong Kong closing market.

WTI crude oil futures on the New York Mercantile Exchange rose $2.90 for the month to close at $91.18 a barrel, or 3.29%. COMEX gold futures rose $17.60 in the same month, or 0.43%, to $4158.3 per ounce.

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Xinyuan Enterprise Group (01748) received a full cash offer from Ocean Vivo at a premium of about 25.57%

Xinyuan Enterprise Group (01748) issued an announcement. On August 19, 2026, the offeror Ocean Vivo Limited notified the company that it had a clear intention to make a voluntary conditional full cash offer in accordance with terms and conditions through ICBC International Finance's representative to acquire all the shares not yet owned by the offeror and those acting in concert with them, if the prerequisites are met. The offer price of HK$2.21 per share is approximately 25.57% premium over the closing price of HK$1.76 per share on February 20, 2025.

Dongyang Pharmaceutical (06887): Degumendong double insulin injection obtained marketing approval from China National Drug Administration

Dongyangyang Pharmaceutical (06887) announced that the Degumendong double insulin injection independently developed by the Group was officially approved for marketing by the China National Drug Administration (NMPA), covering both types of refills and pre-filled injection pens. With the approval for the marketing of Tokumendong Double Insulin Injection, the number of insulin products approved by the Group in the Chinese market has increased to 7, creating a full range of insulin product matrices covering the second to fourth generation, covering the three major clinical application scenarios of basic, meal time and premixing.

China Biopharmaceutical (01177): TQC3721 inhalation suspension “PDE3/4 inhibitor” phase III clinical registration completed, all subjects enrolled

As an innovative inhalation formulation, TQC3721 has two dosage forms: atomized inhalation suspension and dry powder inhalation powder, which can be adapted to different patient groups, disease severity and commercial application scenarios. For COPD, TQC3721 atomized inhalation suspension has shown the best potential in its class in phase II studies. The dosage form has now completed phase III clinical enrollment, and the dry powder inhalation powder has also been promoted to phase II clinical trials. It is expected to become the first domestically produced inhaled PDE3/4 dual inhibitor approved for marketing in China.

My Little Pony Zhixing (02026) officially announced its entry into London, England, to accelerate the launch of driverless cars in Europe

Autonomous driving company My Little Pony (02026, PONY.US) and global travel platform Uber (Uber) announced that they are in the process of introducing their seventh-generation Robotaxi to London, England, and are expected to begin road tests in the next few weeks. London will become another important city in the European Robotaxi large-scale deployment strategy of Pony Zhixing and Uber.

FAST RETAIL-DRS (06288) Announces Annual Results Profit attributable to shareholders of 542,516 billion yen, a year-on-year increase of 25.3%, and resumed trading on October 9

Express Sales Co., Ltd. recorded significant increases in both revenue and profit for the 2026 fiscal year (September 1, 2025 to August 31, 2026) of 39,63.3 billion yen (up 16.6% from the previous year); the total business profit reflecting the profit of the business itself, that is, profit after deducting sales costs and sales, general and administrative expenses, was 718.4 billion yen (up 30.4% year over year). The UNIQLO (Uniqlo) business, a subsidiary of the Group, has achieved both revenue and profit growth in all regions, mainly due to the continuous launch of high-quality stores that can convey the “LifeWear Fit for Life” concept. At the same time, strategically strengthening the links between products, store planning and information dissemination has also paid off.

CNOOC (00883): Over half of the original holdings increase plan period, the total amount of the actual holdings increase has not reached 50% of the lower limit of the planned amount range

As of October 8, 2026, the original holdings increase period has passed halfway, but due to various factors such as overseas geopolitics, large fluctuations in international crude oil prices, and changes in the capital market, the total amount of increase in holdings has not reached 50% of the lower limit of the planned amount range. In the future, CNOOC Group will continue to take the opportunity to increase its shares in the Company with its own capital in accordance with this holdings increase plan.

Dongyue Group (00189): Dongyue Silicon Materials expects net profit attributable to shareholders of 547 million yuan to 567 million yuan in the first 3 quarters

Dongyue Group (00189) released the non-wholly-owned subsidiary Shandong Dongyue Silicone Materials Co., Ltd.'s performance forecast for the first three quarters of 2026. The forecast indicates that Dongyue Silicon's net profit attributable to its shareholders for the three months ended September 30, 2026 is expected to be RMB 547 million to RMB 567 million, and profit for the same period last year was approximately RMB 2.857 million; net profit after deducting non-recurring profit and loss is estimated to be RMB 589 million to RMB 609 million, and profit for the same period last year was approximately RMB 11.821 million.

Lexin Outdoor (02720) subsidiary plans to acquire the operating assets of British fishing rod brand Harrison Advanced Rods

Upon completion of the acquisition, the target assets will be transferred to Harrison Advanced Rods Ltd. Dr. Stephen Harrison, founder of Suremag Limited, has been appointed as Director and CEO of Harrison Advanced Rods Ltd. The acquisition is in line with the Group's strategy to acquire and develop traditional brands with a good reputation and loyal customer base, and accelerate their penetration into the global market.

Sihuan Pharmaceutical (00460) strategically invests in Hanteng Biotech to improve the layout of the entire regenerative medicine and aesthetic industry chain

Zhitong Finance App News, Sihuan Pharmaceutical (00460) issued an announcement. Recently, Qiyan Space Biotechnology (Jilin) Co., Ltd. (Qiyan Space), a subsidiary of the Group, has completed a strategic equity investment in Guangzhou Hanteng Biotechnology Co., Ltd. (Hanteng Biology). At the same time, the two sides plan to carry out joint commercial cooperation around the commercial sale of Hanteng Biotech's full-length three-helix recombinant human collagen raw material (this raw material). Based on this raw material, Beauty Space will develop a series of collagen medical and aesthetic formulation products to improve the Group's regenerative medicine and aesthetic business layout.

[Individual stock prices are clear]

China Tobacco Hong Kong (06055): Changed board chairman, medium- to long-term company growth momentum

Li Bin joined Guangdong Tobacco in July 1992. He has been deeply involved in the Chinese tobacco industry for 34 years, and has been the main manager of two China Tobacco Industrial Companies.

Cinda Securities released a research report saying that 26H1's performance has shrunk slightly. The core reason is the impact of US tobacco imports; the 26H2 bank's year-on-year impact is expected to weaken; considering downstream inventory consumption and tax cuts negotiated by the Sino-US talks (all types of tobacco leaf/tobacco products are on the tax reduction list), the company's profits are expected to increase if business returns to normal in '27. Furthermore, the bank expects cigarette exports to gradually return to normal, driving a steady increase in the company's profit center. Although short-term changes in new cigarettes are limited, it is expected that the supply side will usher in positive changes after domestic policies are opened up.

The bank is focusing on the effects of extreme weather in the short term, and medium- to long-term companies have strong growth momentum. Recently, meteorological agencies collectively raised this round of El Niño to a super strong level. The bank expects tobacco leaf production in South America/Africa to affect tobacco prices. At that time, the company's average import and export price/gross margin/sales volume of tobacco leaves will fluctuate. Furthermore, the company clearly stated that it will seize the 15th Five-Year Plan development and reform opportunities, give full play to the advantages of international market expansion players and investment and financing platforms, and continue to expand the two-wheel drive for endogenous growth and epitaxial expansion. Steady growth can be expected in the future.