Under the 2026 adjustment plan, the application window closed on June 10 at 20:00. Regulators received 818 submissions: 570 for drugs not currently on the lists (509 applying only to the national basic list, 17 only to the commercial innovation list, 44 to both) and 248 for drugs already listed; total submissions rose vs 2025. The National Healthcare Security Administration (NHSA) will carry out formal review of each filing and publish preliminary results.

Hong Kong stocks opened lower and weakened further, with the HSI briefly falling below 24,000 intraday — its lowest since July 11, 2025. By the midday close the HSI was down 1.11% and the Hang Seng Tech Index down 2.01%. Select mainland property names outperformed: China Res Land (01109.HK) and Longfor Group (00960.HK) each rose over 4%. Home appliances led gains, with Hisense Home Appliances (00921.HK) up more than 9%. PCB player Kingboard Laminates (01888.HK) rallied over 5%, and Ganfeng Lithium (01772.HK) gained over 5%. Beer, water utilities, coal, agriculture and dairy sectors were active. Techs slid: Alibaba (09988.HK) fell nearly 5%, Baidu (09888.HK) and JD.com (09618.HK) dropped over 3% each. Robotics, power equipment, solar PV, gold and chip names were weak. Jitu Express (01519.HK) was down 8.08%.

港股芯片股午后回升，澜起科技(06809.HK)涨超5%，兆易创新(03986.HK)涨超4%，ASMPT(00522.HK)、华虹宏力(01347.HK)、中芯国际(00981.HK)等个股跟涨。