CATL(SZ:300750) Zheng Quan Shi Bao·2025-10-15 18:12Group 1 - As of the end of Q3 2025, the Northbound capital's holding market value reached approximately 2.59 trillion yuan, marking a 12.91% increase from the previous quarter and surpassing the 2.41 trillion yuan recorded in the same period last year [1] - The ChiNext board saw a significant increase in Northbound capital holdings, with a market value of 583.44 billion yuan, reflecting a 61.24% quarter-on-quarter growth [1] - The Science and Technology Innovation Board also experienced a notable increase, with Northbound capital holdings reaching 173.595 billion yuan, up 54.57% from the previous quarter [1] Group 2 - In September 2025, foreign capital inflow into the Chinese stock market rebounded to 4.6 billion USD, the highest monthly figure since November 2024, with a total of 18 billion USD flowing into passive funds year-to-date [2] - The technology sector, particularly the electronics and power equipment industries, saw substantial increases in Northbound capital holdings, with the electronics sector experiencing a 67.78% increase in market value, reaching 391.536 billion yuan [3] - The AI trend has significantly boosted the electronics industry, which recorded a quarterly growth of 47.59%, the highest since Q2 2009 [3] Group 3 - The agriculture sector, specifically the animal husbandry industry, had the highest increase in holding quantity at 28.73%, with major pig farming companies like Muyuan Foods and Wens Foodstuffs receiving increased Northbound capital [4] - Traditional sectors such as construction decoration, banking, transportation, public utilities, and oil and petrochemicals saw a reduction in Northbound capital holdings, with declines exceeding 20% [4] Group 4 - Over 1,700 stocks saw an increase in Northbound capital holdings, with 103 stocks experiencing an increase of more than 2 percentage points [5] - Guohua Technology led the increase with a holding ratio of 10.61%, reflecting a more than 10 percentage point increase in Northbound capital holdings [5] - Among the top five stocks by Northbound capital holdings, only CATL and Northern Huachuang saw an increase in holding ratios, while Kweichow Moutai, Midea Group, and China Merchants Bank experienced declines [6]