Zhitong Hong Kong stocks have known for a long time | Five major hydrogen city clusters were recently approved by Zhi Spectrum (02513) GLM-5.3 - Flash call volume increased 73%

[Today's headlines]

Five major hydrogen energy urban agglomerations have recently been approved, and the subsequent industry is expected to evolve in depth

Recently, China officially approved five urban agglomerations to launch comprehensive hydrogen energy application pilot projects, which means that China's hydrogen energy industry is starting a new chapter in large-scale development. These five urban agglomerations include 2 urban agglomerations with fuel cell vehicles as the main scenarios, namely the Beijing-Tianjin-Hebei region and the Greater Bay Area; 3 urban agglomerations with the industrial sector as the main scene, namely the Northeast-Yangtze River Delta, the Xinjiang-Chengdu and Chongqing Shuangcheng Economic Zone, and the Yellow River Zizi - Central Plains.

Changjiang Securities released a research report saying that looking ahead to the “15th Five-Year Plan,” the hydrogen energy industry is expected to evolve further towards large-scale and commercialization. There is no significant increase in the total central government budget compared to the “14th Five-Year Plan”, which does not mean that support has declined. The main reason is that the hydrogen energy industry chain has clearly reduced costs over the past five years; moreover, the industry also has support such as CCER, free highways, and various purchase and operation subsidies to help the industry transition from the beginning to affordability. The government work report emphasizes the cultivation of hydrogen energy and green fuels, and hydrogen energy itself is about to enter the stage of large-scale cost reduction.

Hydrogen energy concept companies include Hong Kong stocks: Yihuatong (02402), Guofu Hydrogen Energy (02582), Beijing Electromechanical (00187), Dongfang Electric (01072), Weichai Power (02338), Guohong Hydrogen Energy (09663), Reshape Energy (02570), Xinao Energy (02688), CIMC Enric (03899), etc.

[General outlook]

The Nasdaq China Golden Dragon Index closed up 0.32%

Overnight, the Dow Jones Industrial Average fell 185.14 points to close at 51863.69 points, or 0.36%; the S&P 500 stock index fell 0.06 points to close at 7764.64 points, or -0.0%; and the Nasdaq Composite Index rose 122.19 points to close at 27244.28 points, or 0.45%.

The “Big Seven Tech” had mixed ups and downs. Tesla led the way with a rise of 0.96%, Nvidia rose 0.66%, and the Philadelphia Semiconductor Index rose more than 2%, hitting a new high since mid-July. Storage concept stocks generally rose, SanDisk rose more than 6%, large bank stocks collectively fell, and Bank of America, J.P. Morgan Chase, and Wells Fargo fell more than 3%.

The Nasdaq China Golden Dragon Index closed up 0.32% to 5846.90 points. The Hang Seng Index ADR rose. On a proportional basis, it closed at 25178.98 points, up 91.23 points or 0.36% from the Hong Kong closing market.

WTI crude oil futures on the New York Mercantile Exchange fell 2.52 US dollars for the month, closing at $89.85 per barrel, or 2.73%. COMEX gold futures rose by $12.30 in the same month, or 0.28%, to $4396.2 per ounce.

[Hot Topics Preview]

Qwen Intelligence released by a thousand questions

According to Qianwen's official account, Qianwen released Qwen Intelligence, a full-stack AI mobile phone solution, which aims to co-create with mobile phone manufacturers to enable mobile phones to complete all kinds of complex tasks. Qwen Intelligence does not participate in hardware production, but rather provides mobile phone manufacturers with three layers of core values: based on the Thousand Questions model, it is specially optimized for mobile scenarios. Compared to moving the general basic model directly to a mobile phone, it is more capable of handheld scenarios and is more cost-effective. Modular, can be combined as needed, and can be customized. It not only supports independent model deployment and Harness customization, but also provides unified management of tools and skills, a one-stop operation and maintenance platform, and automated evaluation. Build quality agents, solve vertical requirements, and package capabilities into high-value solutions for real scenarios. On September 22, at the 2026 Yunqi Conference, Qianwen Office announced that it will connect to Salesforce on Alibaba Cloud. It involves the Hong Kong stock Alibaba-W (09988).

Zhi Spectrum (02513) GLM-5.3-Flash call volume increased 73%

On September 22, the latest daily list data from OpenRouter, the world's leading large-scale API aggregation platform, showed that GLM-5.3-Flash, a subsidiary of Zhi Spectrum AI, reached 4.36 trillion tokens per day, an increase of 73% over the previous statistical cycle, ranking first among platform model calls.

Azerbaijan plans to increase annual aluminum production to 100,000 tons by the end of 2030 and build several new plants

Azerbaijani President Ilham Aliyev said that Azerbaijan plans to adopt a new national plan aimed at developing the mining and metallurgical industries, increase aluminum production to 100,000 tons per year by the end of 2030, and build multiple factories. Aliyev said at an industry development conference held on Tuesday that the country has received plans from foreign partners to develop aluminum production, but these plans have not been realized. Instead, Azerbaijan will seek to develop this industry independently and adopt mechanisms that can bring benefits to the domestic economy. It involves the Hong Kong stock aluminum industry chain.

Jiang Bolong (09976): The company's H shares are currently in a stable price period after the public offering

Some investors asked Jiang Bolong, why aren't the company's H shares owned by Hong Kong Stock Exchange? Is it because of the company or because of the exchange? On September 22, the company replied that according to relevant business rules, A-share listed companies listed H shares on the Stock Exchange, and their H shares were transferred to Hong Kong Stock Connect after the price stabilization period ended and the corresponding A shares were listed for 10 trading days.

Cao Cao Travel (02643) reached a cooperation with Qianwen AI Glasses

On September 22, Cao Cao Chuxing announced that it had reached a cooperation with Qianwen AI Glasses to jointly launch an AI taxi: service to enable hands-free near-eye interaction. According to reports, when users use the taxi service, when they wear Qianwen AI glasses, the system can automatically identify the starting and ending locations, select the best route, and complete the estimate; during the trip, users can modify the end point and confirm the pick-up model at any time via voice; if they need to communicate with the driver, they can also directly initiate voice communication on the glasses. At the same time, key information such as pick-up vehicles and trip progress is presented in the form of visual cards, and users can grasp the itinerary information throughout the process.

China Tongshi (01763): CNNC Qualcomm Lu-177 DMF successfully passed the US FDA registration

Chengdu CNNC Qualcomm Isotope Co., Ltd. (CNNC Qualcomm), a subsidiary of China, received a letter of confirmation from the US Food and Drug Administration (FDA). The previously submitted Lu-177 DMF file has successfully passed the review, marking that the DMF file for CNNC Qualcomm's Lu-177 API has been approved by the FDA, the DMF has been successfully launched, and qualified for use by downstream formulation manufacturers. This is an important step for CNNC Qualcomm to advance the international layout in the key raw materials field of nuclear drugs.

Jianshi Technology-B (09877): Jensclip obtained NMPA registration approval and actively promoted commercialization

The company is actively promoting the commercialization and clinical application of this product in mainland China and other markets, and continues to advance its global layout. JensClip is a transcatheter mitral valve clip and delivery system independently developed by the company. It is designed to treat patients with severe mitral valve reflux.

[Individual stock prices are clear]

Multi-point Digital Intelligence (02586): Jointly with Doubao to launch multi-point flash shopping to accelerate the layout of AI retail ecosystem

The multi-point smart AI retail ecosystem layout continues to advance. As a strategic partner in Doubao's ecosystem, Duodian Smart will be the first to connect to the Doubao ecosystem and recently launched the “Multi-Point Flash Sale”. It has now completed closed testing. The service combines the digital intelligence capabilities of multi-point intelligence in the fields of products, stores, and contract fulfillment with Doubao's AI interaction capabilities to create a new portal connecting consumers and physical retailers.

This cooperation marks the further extension of Multi-Point Digital Intelligence's retail digital intelligence capabilities to AI consumption portals, improving the user reach and conversion efficiency of physical retail, and expanding the company's service scenarios and ecological boundaries. Multi-point digital intelligence will continue to promote the integration of AI into real retail scenarios, make AI a new entry point for physical retail growth, and open up new space for the company's long-term development.