Group 1 - As of the end of Q2 2025, the total market value of northbound funds reached 2.29 trillion yuan, an increase of over 2% compared to the end of Q1, with the number of shares held reaching 123.51 billion, a growth of over 3% [1] - Northbound funds have shown a significant increase in holdings across various sectors, with over 20 industries experiencing a rise in shareholding numbers, reflecting a positive outlook on China's economic recovery and consumption upgrade trends [1] - The proportion of northbound funds' holdings in the total circulating shares of A-shares in Shanghai and Shenzhen increased to 1.74%, up by 0.04 percentage points, while the market value proportion slightly decreased to 2.81%, down by 0.04 percentage points [1] Group 2 - Seven industries saw an increase in holdings of over 10%, including retail, telecommunications, and defense, with the retail sector experiencing a remarkable increase of 28.69% in shareholding value, reaching 19.75 billion yuan [2] - The defense and military industry also performed well, with a 12.5% increase in the number of shares held by northbound funds, and the industry index leading with a growth of over 15% in Q2 [2] - Conversely, four industries, including oil and petrochemicals, textiles, electronics, and home appliances, experienced a decline in shareholding numbers of over 10% [3] Group 3 - Over 1,500 individual stocks received increased holdings from northbound funds, with notable new additions such as Hengxin Life and Yutian Guanjia leading in shareholding ratios [3] - Among existing stocks, 168 saw an increase in holdings of over 1 percentage point, with more than 50 stocks experiencing an increase of over 2 percentage points, primarily in the electronics, pharmaceuticals, media, and telecommunications sectors [3]
加仓热门赛道 北向资金持股市值攀升
Zheng Quan Shi Bao·2025-07-08 18:18