QFII最新持股动向曝光!
Zheng Quan Shi Bao·2025-10-22 13:08

Core Viewpoint - QFII has increased its holdings in multiple listed companies during the third quarter of 2025, with many of these companies reporting strong performance in their quarterly earnings [1][3][6] Group 1: QFII Holdings - As of the end of the third quarter of 2025, over 30 listed companies have QFII among their top ten shareholders, involving more than a dozen different QFII institutions [3] - Notable increases in holdings include J.P. Morgan Securities PLC, which raised its stake in China Western Power from approximately 56.82 million shares at the end of Q2 to about 129.67 million shares by the end of Q3, an increase of around 7.285 million shares [3][4] - Morgan Stanley also increased its holdings in several companies, including SiYuan Electric, from approximately 8.1067 million shares at the end of Q2 to about 11.6187 million shares by the end of Q3, an increase of about 3.512 million shares [4] Group 2: Company Performance - Companies favored by QFII have generally reported good performance, with most showing year-on-year growth in revenue and profit for the first three quarters of 2025 [6][7] - China Western Power reported a revenue of 16.959 billion yuan for the first three quarters, a year-on-year increase of 11.85%, and a net profit of 939 million yuan, up 19.29% [7] - SiYuan Electric's revenue for the first three quarters was approximately 13.827 billion yuan, a year-on-year increase of 32.86%, with a net profit of about 2.191 billion yuan, up 46.94% [7] - Shunma Power reported a revenue of 1.163 billion yuan for the first three quarters, a year-on-year increase of 29.91%, and a net profit of 277 million yuan, up 28.49% [7]