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QFII二季度末持仓市值已超200亿元
Zheng Quan Ri Bao·2025-08-19 00:21

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] - QFII's investments span various sectors, including non-ferrous metals, non-bank financials, pharmaceuticals, and hardware equipment, indicating a broad investment strategy [1] - Notably, 17 companies have over 10 million shares held by QFII, with Shengyi Technology having the highest at 317 million shares, followed by Dongfang Yuhong with 94.7355 million shares [1] Group 2 - The largest QFII holding by market value is in Shengyi Technology, valued at 9.55 billion yuan, followed by Ninebot and Dongfang Yuhong at 1.169 billion yuan and 1.017 billion yuan respectively [2] - A total of 28 QFII entities are present among the top ten shareholders of the disclosed companies, including notable institutions like Abu Dhabi Investment Authority and Morgan Stanley [2] Group 3 - Foreign institutions are optimistic about the Chinese capital market, with firms like Legg Mason and Morgan Stanley highlighting the potential for investment in A-shares due to favorable valuation levels and growth opportunities [3] - Legg Mason emphasizes the importance of cash flow growth and is focusing on sectors such as AI supply chains, innovative drug development, and new energy [3] - Morgan Stanley identifies three key investment directions: technology growth, Chinese manufacturing, and new consumption, suggesting a positive outlook for A-share expansion [3]