What is the Central Economic Work Conference and why is it important?

It is an annual meeting in China that sets economic priorities and policies for the upcoming year.

Which Hong Kong stocks performed well despite the market dip?

Baidu, Semiconductor Manufacturing International Corporation, and Meituan saw gains.

What factors are influencing Hong Kong stock market sentiment?

Investors are weighing China's policy outlook, global interest rates, and geopolitical risks.

Home / Business and Economy / Hong Kong Stocks Dip as Investors Await China Policy Clues

Hong Kong Stocks Dip as Investors Await China Policy Clues

8 Dec, 2025

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Summary

Hang Seng Index declined 0.4% after a two-day rebound.
Investors await policy direction from China's Central Economic Work Conference.
Baidu stock surged 4.2% on news of potential spin-off listing.

Hong Kong Stocks Dip as Investors Await China Policy Clues

Hong Kong's stock market experienced a downturn on Monday, halting a recent two-day recovery. The Hang Seng Index saw a 0.4% decrease as investors exercised caution, awaiting clearer policy indications. This cautious sentiment stems from anticipation surrounding China's Central Economic Work Conference, scheduled for later this month, which is expected to outline priorities for 2026.

Market participants are keenly observing the conference for potential support measures across sectors like technology, consumption, and property. Amidst this domestic focus, traders are also factoring in global economic considerations, including interest-rate policies and geopolitical tensions. While some stocks like Pop Mart International and Innovent Biologics saw declines, others like Baidu, SMIC, and Meituan showed gains, with Baidu's surge driven by a potential spin-off.