CATL(SZ:300750) Zheng Quan Shi Bao·2025-10-29 00:00Group 1 - The core investment direction for public funds in Q3 is focused on key sectors such as new energy vehicles, AI, internet, non-ferrous metals, and biomedicine, with leading stocks like Zhongji Xuchuang, Xinyi Technology, and Ningde Times being heavily favored [1][4] - Ningde Times regained its position as the top holding stock for public funds, with 1.408 billion shares held and a market value of 75.881 billion yuan, reflecting a significant increase of 23.852 billion yuan from Q2 [2][3] - Tencent Holdings is the second-largest holding stock, with a market value of 69.938 billion yuan, showing an increase of 10.788 billion yuan compared to the previous quarter [3] Group 2 - Zhongji Xuchuang was the most favored stock, with public funds increasing their holdings by 40.174 billion yuan, bringing the total market value to 55.813 billion yuan and the number of funds holding it rising from 392 to 746 [4] - Other notable stocks that received over 10 billion yuan in increased holdings include Alibaba, Ningde Times, and Lixun Precision, indicating a strong preference for technology and resource sectors [4] - In contrast, traditional sectors like home appliances and banking saw significant reductions in holdings, with Xiaomi Group being the most reduced stock at 10.834 billion yuan [5]