Group 1 - The recent A-share quarterly reports reveal new foreign investors such as Traut and Brunei Investment Agency, while established players like the Bank of Korea are reappearing among the top shareholders of listed companies [1][3] - Traut, a top global strategic consulting firm founded by "father of positioning" Jack Trout, has entered the top ten shareholders of Yara International with a holding of 8.5285 million shares [3] - The Brunei Investment Agency has become the ninth largest shareholder of CICC with a holding of 10.3183 million shares, marking its first appearance in the top ten shareholders of an A-share listed company [3] Group 2 - The Bank of Korea has re-emerged in the top ten shareholders of Hezhong Intelligent, holding 1.8213 million shares, after being absent for over a year [3] - The quantitative trading firm Jane Street has also returned after more than two years, acquiring shares in companies such as Shiheng Precision and Zhisheng Information in the first and second quarters of this year [4] - Analysts attribute the return of foreign capital to three key factors: the clarity of policy bottom, attractive valuations, and a global capital shift from dollar assets to non-dollar assets [4] Group 3 - HSBC reports a significant increase in foreign investors' exposure to the Chinese mainland stock market in September, indicating a net increase in foreign investment exposure to A-shares for three consecutive months [4] - The International Financial Association data shows that funds flowing into the Chinese market in August accounted for a significant portion of emerging markets [4] - Institutions remain optimistic about the outlook for the Chinese stock market, with Goldman Sachs predicting a 30% increase in major indices by the end of 2027, and JPMorgan also optimistic about the future performance of the CSI 300 index [4]
外资加速回流A股 国际机构显著加码
Huan Qiu Wang·2025-11-02 00:46