Workflow
又有4只A股被“买爆”,外资加速进场扫货?
Di Yi Cai Jing·2025-08-11 11:33

Group 1 - Foreign investors are increasingly buying into A-shares, with some stocks nearing the 30% ownership limit, leading to temporary trading suspensions [1][3] - As of August 8, four stocks had foreign ownership exceeding 24%, including Siyuan Electric (26.83%), Shuanghuan Transmission, Huaming Equipment, and Hongfa Technology [1][3] - Siyuan Electric's foreign ownership rose from 24.64% on July 15 to 28.07% by the end of July, triggering a suspension of foreign purchases [3][4] Group 2 - The stocks attracting foreign investment are industry leaders, with Siyuan Electric being a leader in power transmission and transformation equipment, and Huaming Equipment specializing in transformer tap changers [5] - The financial performance of these companies has been strong, with Siyuan Electric reporting a 37.8% increase in revenue to 8.497 billion yuan and a 45.71% rise in net profit to 1.293 billion yuan in the first half of the year [6] - Hongfa Technology and Huaming Equipment also reported revenue growth, with Hongfa achieving 8.347 billion yuan in revenue and a net profit of 964 million yuan, both showing over 10% growth [6] Group 3 - Prominent foreign investors such as Morgan Stanley and Temasek have been identified among the top shareholders of these stocks, indicating strong foreign interest [2][8] - As of the end of June, over 80 foreign institutions held shares in major companies like China Ping An, Wuliangye, and Kweichow Moutai, reflecting a trend of foreign investment in leading firms [11] - The banking sector and state-owned enterprises have also seen significant foreign investment, with major banks like Agricultural Bank and Industrial and Commercial Bank attracting substantial foreign holdings [12][13]