从2025年中报看QFII动向：汽车、建筑材料等行业持仓市值居前

Group 1 - As of August 12, 264 A-share listed companies have disclosed their 2025 interim reports, with 64 companies having QFII as one of their top ten circulating shareholders, holding a total of 365 million shares valued at 6.399 billion yuan based on the closing price at the end of the first half of the year [1][3] - In the second quarter, QFII became a new top ten circulating shareholder in 28 stocks, with holdings in Zhongchong Co. and Zhuzhi Group exceeding 100 million yuan each. Additionally, QFII increased its holdings in 18 stocks during the same period [3] - QFII's investment preferences are evident, with the highest holdings in the automotive, building materials, and electrical equipment sectors, valued at 1.308 billion yuan, 1.118 billion yuan, and 1.070 billion yuan respectively [3] Group 2 - The Abu Dhabi Investment Authority had the highest QFII holding value at the end of the first half of 2025, amounting to 1.918 billion yuan, followed by Schroder Global Fund Series China A-shares and Barclays Bank with holdings of 833 million yuan and 525 million yuan respectively [3] - Since the third quarter, the A-share market has seen a continuous rebound, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising by 6.94%, 10.38%, and 15.95% respectively as of August 13 [3] - Among industry sectors, only the banking sector experienced a decline of 1.21%, while all other sectors saw gains, with telecommunications, steel, and pharmaceutical industries leading with increases of 21.38%, 17.30%, and 16.30% respectively [3]