Group 1 - The QFII system has become a significant channel for foreign capital to enter the A-share market since its introduction in 2002, with distinct stock selection preferences and investment styles compared to domestic funds [1][8] - In the third quarter, at least 121 stocks were increased in holdings by QFII, with the most significant increases not in the semiconductor sector but in electrical equipment, machinery, hardware, and chemicals [2][3] - Major QFII institutions like Morgan Stanley and Abu Dhabi Investment Authority have continued to increase their positions in A-shares, with a focus on a diversified portfolio of stocks [1][2] Group 2 - The top five industries with the most significant QFII increases in holdings in the third quarter were machinery, hardware equipment, electrical equipment, semiconductors, and chemicals [2] - Notably, only one stock from the banking sector, Nanjing Bank, was among the top 20 stocks increased by QFII, with a significant increase of 124 million shares by BNP Paribas [4] - Abu Dhabi Investment Authority has a concentrated investment style, holding only 22 stocks, and has made selective increases and decreases in its holdings, including a notable reduction in its stake in Zijin Mining [5][6] Group 3 - The GATES FOUNDATION TRUST has a concentrated portfolio with a preference for small-cap stocks, holding only two stocks at the end of the third quarter [6] - The Macau Monetary Authority has been active in increasing its holdings, particularly in the non-ferrous metals, food and beverage, and automotive sectors [7] - The QFII system is expected to expand further, with over 900 qualified foreign investors and ongoing reforms aimed at making it easier for foreign investors to participate in the Chinese market [8]

Core Insights - QFII continues to favor core A-share assets, particularly in high-end manufacturing and defensive sectors, reflecting a strategic approach to investment amidst ongoing market trends [1][2][7] - As of October 28, nearly 40 QFIIs collectively held approximately 119.4 billion yuan in A-shares, indicating significant foreign interest in the Chinese market [1][9] Industry Focus - QFII has notably increased holdings in various sectors, including banking, electrical equipment, building materials, chemicals, software services, machinery, and hardware [3][10] - The banking sector saw a substantial increase, with QFII adding 124 million shares, driven by expectations of improved performance and attractive valuations [7][10] - Electrical equipment and computer sectors also received tactical increases from QFII, supported by favorable policies and growth in demand due to energy transition and infrastructure upgrades [7][10] Notable Stocks - Key stocks with significant QFII increases include Nanjing Bank (12.36 million shares), China Western Power (7.29 million shares), and others in various sectors such as construction materials and chemicals [6][10] - Specific stocks like Huazhi Technology and Huasheng Tiancheng saw multiple QFII firms increase their stakes, indicating strong interest in new productivity concepts [4][5] Investment Strategy - QFII's investment strategy appears to be diversified, focusing on both core assets and emerging opportunities across multiple industries, including machinery, food and beverage, and pharmaceuticals [10][11] - Large foreign institutions, such as Goldman Sachs, are actively seeking diversified investment opportunities in the A-share market, reflecting a positive outlook on Chinese equities [11][12]

外资态度来看，本期较上一期持股增加的外资基金共计2个，包括高盛公司有限责任公司、BARCLAYS BANK PLC，持股增加占比达0.46%。本期较上一季度新披露的外资机构有 4 家 ，包括MORGAN STANLEY & CO. INTERNATIONAL PLC.、UBS AG、MERRILL LYNCH INTERNATIONAL、 J.P.Morgan Securities PLC-自有资金。 公募基金方面，本期较上一季未再披露的公募基金共计12个，主要包括华泰柏瑞中证2000指数增强A、 中证2000、招商中证2000指数增强A、南方中证2000ETF、华泰柏瑞中证1000指数增强A等。 2025年10月29日，中电鑫龙(002298.SZ)发布2025年第三季报。截至2025年10月28日，共有7个机构投资 者披露持有中电鑫龙A股股份，合计持股量达3187.18万股，占中电鑫龙总股本的4.31%。其中，机构投 资者包括MORGAN STANLEY & CO. INTERNATIONAL PLC.、广西铁路发展投资基金(有限合伙)、高 盛公司有限责任公司、BARCLAYS BANK PLC、UBS ...

Group 1 - The A-share market saw a collective rise in computing power concept stocks, with Kangsheng Co. hitting the daily limit, and Industrial Fulian approaching the limit as well [1] - The Central Committee of the Communist Party of China released suggestions for the 15th Five-Year Plan, emphasizing the need for advanced construction of new infrastructure, including information communication networks and integrated computing power networks [1] - Nvidia announced plans to ship 20 million Blackwell and Rubin graphics processors, projecting a business scale of $500 billion over the next six quarters [1] Group 2 - Kangsheng Co. experienced a price increase of 10.02%, with a total market value of 53.64 billion and a year-to-date increase of 93.44% [2] - Industrial Fulian's stock rose by 6.91%, with a market capitalization of 1,570.8 billion and a year-to-date increase of 275.12% [2] - Zhongdian Xinlong saw a 4.51% increase, with a market value of 26.806 billion and a year-to-date increase of 130.83% [2]

格隆汇10月28日丨中电鑫龙(002298.SZ)公布三季度报告，前三季营业收入15.4亿元，同比增长14.49%， 归属于上市公司股东的净利润2726万元，同比增长107.25%，归属于上市公司股东的扣除非经常性损益 的净利润1643万元，同比增长104.31%。 ...

截至发稿，中电鑫龙市值为87亿元。 每经AI快讯，中电鑫龙（SZ 002298，收盘价：11.75元）10月28日晚间发布三季度业绩公告称，2025年 前三季度营收约15.43亿元，同比增加14.49%；归属于上市公司股东的净利润约2726万元，同比增加 107.25%；基本每股收益0.038元，同比增加107.25%。 （记者 胡玲） 每经头条（nbdtoutiao）——A股突破4000点！十年沉寂终迎爆发，科技主线重塑市场，"慢牛"新格局开 启！ ...

Group 1 - The company Zhongdian Xinlong (SZ 002298) announced that its 10th Board of Directors held a meeting on October 28, 2025, via communication to review the proposal for the Q3 2025 report [1] - For the first half of 2025, the company's revenue composition was 92.32% from electrical machinery and equipment manufacturing and 7.68% from software and information technology services [1] - As of the report, Zhongdian Xinlong's market capitalization was 8.7 billion yuan [1] Group 2 - The A-share market has surpassed 4000 points, marking a significant resurgence after ten years of stagnation, with technology leading the market's transformation [1] - A new "slow bull" market pattern is emerging, indicating a shift in market dynamics [1]

证券代码：002298 证券简称：中电鑫龙 编号：2025-061 安徽中电鑫龙科技股份有限公司 第十届监事会第四次会议决议公告 本公司及监事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 一、监事会会议召开情况 安徽中电鑫龙科技股份有限公司（以下简称"公司"或"本公司"）第十届监 事会第四次会议于 2025 年 10 月 22 日以专人送达、电子邮件、通讯方式向全体监 事发出召开第十届监事会第四次会议的通知。会议于 2025 年 10 月 28 日以通讯方 式召开。会议应出席监事 3 人，实际出席监事 3 人。会议符合《公司法》和《公司 章程》的有关规定。本次会议由公司监事会主席张廷勇先生主持。 二〇一○ 二○二五年十月二十八日 二、监事会会议审议情况 经与会监事表决，通过如下决议： 会议以 3 票同意、0 票反对、0 票弃权的表决结果，审议通过了《2025 年第三 季度报告的议案》。 经审核，监事会认为：董事会编制和审议公司 2025 年第三季度报告的程序符 合法律、行政法规及中国证监会的规定，报告内容真实、准确、完整地反映了公司 的实际情况，不存在任何虚假记载、误导性陈 ...

二、董事会会议审议情况 经与会董事表决，通过如下决议： 证券代码：002298 证券简称：中电鑫龙 编号：2025-059 安徽中电鑫龙科技股份有限公司 第十届董事会第四次会议决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、董事会会议召开情况 安徽中电鑫龙科技股份有限公司（以下简称"公司"或"本公司"）第十 届董事会第四次会议于2025年10月22日以专人送达、电子邮件、通讯方式向全 体董事发出召开第十届董事会第四次会议的通知。会议于2025年10月28日以通 讯方式召开。会议应出席董事9人，实际出席董事9人。会议符合《公司法》和 《公司章程》的有关规定。本次会议由公司董事长瞿洪桂先生主持。 安徽中电鑫龙科技股份有限公司董事会 二〇二五年十月二十八日 会议以 9 票同意、0 票反对、0 票弃权的表决结果，审议通过了《2025 年 第三季度报告的议案》 《2025 年第三季度报告》详见公司指定信息披露媒体《中国证券报》、《上 海证券报》、《证券时报》和巨潮资讯网（www.cninfo.com.cn）。 三、备查文件 经与会董事签字并加盖董事会印章的董事 ...

安徽中电鑫龙科技股份有限公司 2025 年第三季度报告 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述 或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准 确、完整。 3.第三季度财务会计报告是否经过审计 □是 ☑否 证券代码：002298 证券简称：中电鑫龙 公告编号：2025-060 安徽中电鑫龙科技股份有限公司 2025 年第三季度报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 重要内容提示： 1 安徽中电鑫龙科技股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 ☑否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末比上 年初至报告期末 | | | --- | --- | --- | --- | --- | | | | 增减 | 年同期增减 | | | 营业收入（元） | 581,491,059.70 ...