Zhitong Hong Kong stocks have known for a long time | The National Standing Committee made major arrangements: stabilizing the property market, increasing employment and income, increasing scientific and technological innovation and private investment

[Today's headlines]

National Standing Committee: Studying and introducing policies and measures to stabilize the real estate market and promote employment and income growth

Li Qiang presided over an executive meeting of the State Council. The conference pointed out that a number of pragmatic and effective incremental policies will be introduced, fiscal expenditure arrangements will be optimized, local government debt balance limits will be used comprehensively and adjusted in a timely manner, monetary policy tools will be comprehensively applied and adjusted in due course, increasing reloan amounts for scientific and technological innovation and technological transformation, agricultural support, etc., and studying and introducing policies and measures to stabilize the real estate market and promote employment income growth. It is necessary to work together to stabilize investment, prepare high-quality project preparations, stimulate the vitality of private investment, strengthen the guarantee of investment project factors, and improve the efficiency of investment approval. It is necessary to continue to study policy measures to boost domestic demand, plan more motivating work grippers, improve relevant supporting measures, and encourage those that are in a position to do so to try it first.

[General outlook]

Overnight, the Dow Jones Industrial Average fell 347.11 points to close at 51481.51 points, or 0.67%; the S&P 500 stock index fell 59.72 points to close at 7683.69 points, or 0.77%; and the Nasdaq Composite Index fell 248.34 points to close at 26820.38 points, or 0.92%.

Most of the “Big Seven Tech Companies” fell. Meta fell 4.79%, Tesla fell 3.94%, the semiconductor and optical communications sectors fell, ARM fell more than 8%, Qualcomm fell more than 7%, Intel and SK Hynix fell more than 5%, gold mining stocks generally fell, Jintian fell more than 12%, and Harmony Gold fell more than 6%.

The Nasdaq China Golden Dragon Index bucked the trend and closed up 1.12% to 5751.39 points. The Internet and travel sector performed well. In terms of individual stocks, NetEase surged 4.88% and Shell rose 3.80%.

WTI crude oil futures on the New York Mercantile Exchange rose by $0.88 for the month, or 0.95%, to close at $93.29 a barrel. COMEX gold futures fell $172.70 for the month's consecutive contracts, or 4.00%, to $4148.5 per ounce.

[Hot Topics Preview]

Eight departments jointly issued the “Guiding Opinions on Expanding Capacity and Improving the Quality of the Financial Support Service Industry”

The “Opinion” proposes 19 practical work measures in areas such as increasing financial support for the productive and lifestyle services industry and strengthening and improving the financial services industry. The “Opinion” emphasizes the need to establish a multi-level organizational service system, increase financial support for the productive service industry, help improve the development level of technological services, modern logistics, business services, etc.; raise the level of financial services in the lifestyle service industry and promote high-quality development of accommodation, catering, residential services, nursing care, cultural and sports tourism; strengthen and improve the financial services industry, continue to improve payment, credit reporting and other services, and strengthen the protection of financial consumption and investment rights.

Hong Kong Immigration Department: Predicts about 7.44 million visitors entering and leaving Hong Kong during the National Day Golden Week

The Zhitong Finance App learned that during the Mainland's National Day Golden Week (October 1 to 7) this year, the Hong Kong Immigration Department estimates that about 7.44 million people (including Hong Kong residents and visitors) will enter and leave Hong Kong through various sea, land and air control points. After negotiations between the Immigration Department and mainland departments such as the Shenzhen Entry-Exit Border Control Terminal (Shenzhen Border Control Terminal), it is estimated that about 6.31 million people will enter and leave Hong Kong through various land border control points.

IPO Undermarket | Tongcheng New Materials (09607) closed down nearly 17% with a loss of HK$738 per lot

The Zhitong Finance App has learned that Tongcheng New Materials will be listed in Hong Kong on September 29 (Tuesday). By the close, Livermore Securities undercover trading showed a price of HK$36.62, down 16.77% from the offering price of HK$44. Each lot had a loss of HK$738 for 100 shares, not counting handling fees.

IPO dark market | ROBOTCO (03757) closed down 1.83% with a loss of HK$400 per lot

The Zhitong Finance App has learned that Robotec will be listed in Hong Kong on September 29th (Tuesday). As of the close of today's dark market, Livermore Securities undercover trading showed a price of HK$428, down 1.83% from the offer price of HK$436. Each lot lost HK$400, 50 shares per lot, not counting handling fees.

IPO Dark Market | Jingwang Electronics (03228) closed down 6.34% with a loss of HK$443 per lot

The Zhitong Finance App has learned that Jingwang Electronics will be listed in Hong Kong on September 29th (Tuesday). By the close, Livermore Securities undercover trading showed a price of HK$65.45, down 6.34% from the offering price of HK$69.88. Each lot had a loss of HK$443, 100 shares, not counting handling fees.

Crystal Pacific (00575): Launches Accrua™ -Deep Longevity Digital Health Platform for Consumers in the US

Crystal Pacific announced that Deep Longevity, Inc., a wholly-owned subsidiary of the Company, and its subsidiaries (collectively, “Deep Longevity”) will launch its consumer digital health and telemedicine platform Accrua™ in the US in October 2026. Accrua will be available to consumers in all 50 states of the United States from the day it is launched.

Accrua provides simple, direct, and online health services led by US licensed clinicians. The core of the platform is Deep Longevity's proprietary AI-generated BloodAge report, which uses routine blood tests to determine whether consumers are “rapidly aging,” that is, people whose biological age is growing faster than they actually are. The expected revenue will be mainly from subscriptions and will be of a recurring nature.

COSCO Haineng (01138) increased capital to subsidiary Shanghai LNG by 1.7 billion yuan to build a green, low-carbon, industrial chain collaborative professional transportation capacity

The target of this capital increase is Shanghai LNG, a wholly-owned subsidiary of the company. The capital increase was reviewed and approved at the 13th board meeting of the company in 2026. There is no need to submit it to the company's shareholders' meeting for review, nor does it constitute a major asset restructuring.

GAC Group: Plans to buy 50% of FAW-Toyota shares and resume trading

On September 28, the GAC Group announced that it plans to purchase 50% of FAW Toyota Motor Co., Ltd.'s shares by issuing shares and to raise supporting capital by issuing shares to no more than 35 eligible targets. Trading of the company's shares will resume with the opening of the market on September 29, 2026.

Cinda Biotech (01801): Zepalil® (pitobutinib) approved in China as a new indication for the full line treatment of chronic lymphocytic leukemia (CLL) /small lymphocytic lymphoma (SLL)

The approval of this new indication is mainly based on the results of two global phase III clinical studies BRUIN CLL-313 and BRUIN CLL-314. In China, pitobutinib was developed by Eli Lilly, and the company is responsible for commercializing it in mainland China.

Johnson Electric Holdings (00179): Plans to make a minority investment in Wuxi Cancer Intelligent Drive Technology

Wuxi Cancer is mainly engaged in the development and manufacture of harmonic speed reducers, integrated robot joint modules and related drive technology in the field of robot applications. The cost of this investment will be fully covered by the Group's internal resources and will not have a significant impact on the Group's financial position, cash flow, profit or balance sheet.

[Individual stock prices are clear]

NetEase (09999): Blizzard recently announced the 2030 game distribution plan, which is expected to bring additional revenue to NetEase

On September 13, at the 2026 Blizzard Carnival event, Blizzard Entertainment officially announced the new “StarCraft” game. The genre is an open world shooter, which is scheduled to be launched in 2030.

Goldman Sachs pointed out that Blizzard announced its new game release plans until 2030 (including “Diablo V,” “StarCraft,” and “World of Warcraft: Infinite”), which is expected to bring in additional revenue streams in view of NetEase's exclusive licensing cooperation in China.

The bank also said that it has evaluated NetEase's main game pipeline in 2027 and believes that the game pipeline will boost the company's revenue after the lackluster 2026. If executed properly, the bank expects the game pipeline to contribute more than 10% in incremental revenue next year. More importantly, the increase in overseas market revenue and popularity brought about by “Infinity” is expected to change the stock's narrative and drive valuation revaluation.