Group 1: Abu Dhabi Investment Authority (ADIA) Holdings - Abu Dhabi Investment Authority is one of the few QFII institutions with a market value exceeding 10 billion yuan in its holdings, maintaining a leading position in the second quarter [1] - As of August 18, ADIA appeared in the major shareholder lists of 10 listed companies, with significant positions in three companies worth noting [1] Group 2: Shengyi Technology - ADIA has continuously increased its holdings in Shengyi Technology over three consecutive quarters, with shares rising from 10.47 million in Q4 last year to 21.75 million in Q2 this year, making it the sixth-largest shareholder [2] - Shengyi Technology has delivered a cumulative stock price increase of 90% this year, reflecting strong performance [2] - The company reported a revenue of 12.68 billion yuan in the first half of the year, a year-on-year increase of 31.68%, and a net profit of 1.426 billion yuan, up 52.98% [4] Group 3: Ninebot Company - ADIA entered Ninebot Company’s top ten shareholders list for the first time in Q1 this year, holding approximately 10 million shares, and increased its stake to 12.18 million shares by Q2 [5] - Ninebot Company reported a net profit of 1.24 billion yuan in the first half of the year, a year-on-year increase of 108.5%, exceeding market expectations [7] - The company’s stock price has risen by 34% this year, driven by policies promoting electric two-wheeler replacements and successful market expansion of smart lawn mowers [5][7] Group 4: Hongfa Technology - In Q2, ADIA held 22.12 million shares of Hongfa Technology, making it the fourth-largest shareholder, while foreign investors collectively held over 24% of the company's shares [8] - Hongfa Technology achieved a revenue of 8.35 billion yuan in the first half of the year, a year-on-year increase of 15.4%, and a net profit of 964 million yuan, up 14.2% [10] - The company is recognized as a global leader in the relay industry, steadily increasing its market share [10]
跟着QFII淘金A股!阿布达比投资局二季度持仓曝光 这三家公司获重点关注
