Di Yi Cai Jing·2025-09-03 13:01Group 1 - As of the end of Q2 2023, QFII held shares in 1145 A-share companies with a total market value exceeding 140 billion yuan [1][3] - In Q2, QFII initiated positions in 813 new stocks, increased holdings in 173 stocks, reduced holdings in 126 stocks, and maintained positions in 33 stocks [2][6] - The banking sector remains a primary focus for QFII, with the top four holdings being banks, including Nanjing Bank and Ningbo Bank, both of which saw increased QFII holdings in Q2 [3][6] Group 2 - Significant adjustments were observed in QFII's holdings in sectors such as machinery, hardware equipment, chemicals, and electrical equipment, while coal and building materials saw reductions [2][7] - The top sectors by QFII holdings include banking (670.35 billion yuan), hardware equipment (181.97 billion yuan), and machinery (67.28 billion yuan) [9] - New QFII heavyweights in Q2 included companies like Haowei Group and Jianghuai Automobile, with respective market values of 1.45 billion yuan and 675 million yuan [6][8] Group 3 - The distribution of QFII's new heavyweights shows a preference for hardware equipment, machinery, and chemicals, with hardware equipment leading at 40.79 billion yuan in market value [8][9] - The top ten QFII holdings by market value include Ningbo Bank (36.16 billion yuan) and Nanjing Bank (23.19 billion yuan) [6][9] - QFII's new positions in sectors like industrial trade and telecommunications indicate a diversification strategy [2][7]