Group 1 - QFII has increased its presence in the A-share market, with 117 stocks showing QFII as a top ten shareholder, holding a total market value of 20.424 billion yuan as of the end of Q2 2025 [1][2] - Among the stocks held by QFII, 17 companies have over 10 million shares owned, with Shengyi Technology having the highest at 317 million shares [1] - QFII has increased its holdings in 30 stocks during Q2, with Alloy Investment seeing the largest increase of 12.0745 million shares [1] Group 2 - 56 of the 117 stocks have QFII as a new shareholder, with Shengyi Technology having the highest holding value at 9.55 billion yuan [2] - Notable foreign institutions like Abu Dhabi Investment Authority and Morgan Stanley are among the QFII shareholders, with significant investments in multiple companies [2] - Foreign institutions remain optimistic about the A-share market, citing low valuation levels and potential for growth in sectors like technology, manufacturing, and new consumption [3]
QFII二季度末持仓市值已超200亿元 涉及有色金属、非银金融、医药生物、硬件设备等多个领域