Chinese hard tech giants see value surge in first half as global investors pour in capital

Chinese hard tech giants see value surge in first half as global investors pour in capitalUnder the mainland-Hong Kong Connect programme, northbound holdings rise to record high of 3.13 trillion yuan by end of June2-MIN READ2-MIN0ListenPublished: 11:17am, 13 Jul 2026Updated: 11:31am, 13 Jul 2026Overseas capital has poured into China’s hard technology champions at an unprecedented pace, driving the market value of their mainland equity holdings to an all-time high by the end of this year’s second quarter.Global investors have increased their exposure to China’s advanced manufacturing and technology companies, helping push the northbound holdings under the mainland-Hong Kong Stock Connect scheme to a record high of 3.13 trillion yuan (US$461.65 billion) by the end of June, according to financial data provider Choice, the highest quarterly level since the launch of the programme.The latest figures point to a broader repositioning of overseas portfolios towards industries linked to Beijing’s push for technological advancement and self-sufficiency, marking a departure from the consumer and financial stocks that had traditionally dominated foreign holdings.Select VoiceSelect Speed0.8x0.9x1.0x1.1x1.2x1.5x1.75x00:0000:001.00x