Sytech(SH:600183) Huan Qiu Wang·2025-08-20 09:50Group 1 - QFII has accelerated its investment in the Chinese capital market, with total holdings in disclosed A-share companies exceeding 20.4 billion yuan as of the end of Q2 2025, reflecting foreign investors' long-term confidence in Chinese assets [1][2] - The investment structure of QFII is broad and deep, covering key sectors such as non-ferrous metals, non-bank financials, pharmaceuticals, and hardware equipment, with a particular focus on technology and manufacturing [2][3] - The top holdings of QFII include Shengyi Technology with a holding value of 9.55 billion yuan, followed by Ninebot and Oriental Yuhong with 1.169 billion yuan and 1.017 billion yuan respectively, indicating strong recognition of their fundamentals by foreign investors [2] Group 2 - QFII has actively adjusted its portfolio in Q2, significantly increasing holdings in 30 stocks, mainly in the non-ferrous metals and hardware equipment sectors, with Alloy Investment and New Power Financial being notable examples of substantial increases [3] - Among the 117 heavily held stocks, 56 were newly added by QFII in Q2, indicating a strong willingness to seek new investment targets [3] - Major global investment institutions, including Abu Dhabi Investment Authority and Morgan Stanley, are collectively optimistic about A-shares, with the former holding nearly 2.9 billion yuan in 9 stocks by the end of Q2 [5]