公募基金最新前十大重仓股出炉|财富周历 动态前瞻
Sou Hu Cai Jing·2025-11-03 00:41

A-share Market - As of October 30, 2025, a total of 5,385 A-share listed companies have disclosed their Q3 reports, with 2,887 companies showing a year-on-year profit increase and 677 companies doubling their net profits. Industries such as steel, non-ferrous metals, media, electronics, computers, and building materials have shown significant performance recovery in the first three quarters [2] - BYD reported a Q3 revenue of 194.985 billion yuan, a year-on-year decrease of 3.05%, and a net profit of 7.823 billion yuan, down 32.60% year-on-year. On October 30, BYD's stock price fell by 0.87%, closing at 103.61 yuan per share, with a total market value of 944.6 billion yuan [2] - Over 300 basic chemical companies have disclosed their Q3 reports, with more than 250 companies achieving profitability in the first three quarters. Companies like Xianda Co., Sully Co., Beisimei, and Huibei New Materials have reported year-on-year profit increases exceeding 1,000% [2] - 113 companies in the food and beverage sector have disclosed their Q3 reports, with a total revenue of 630.845 billion yuan, a year-on-year increase of 1.99%, and a net profit of 137.676 billion yuan, a slight decrease of 0.26% year-on-year [2] Public Fund Reports - As of October 28, 2025, the latest top ten heavy stocks of public funds include CATL, Tencent, Xinyisheng, Zhongji Xuchuang, Alibaba-W, Luxshare Precision, Industrial Fulian, Zijin Mining, SMIC, and Kweichow Moutai. Compared to the end of Q2 2025, Zhongji Xuchuang and Industrial Fulian have entered the top ten, while Midea Group and Xiaomi Group-W have exited [3] - Three unprofitable companies, He Yuan Bio, Xi'an Yicai, and Bibete, have officially listed on the Sci-Tech Innovation Board, with their stock prices rising by 213.49%, 198.72%, and 74.41% respectively by the end of trading [3] Financial Management - According to the Q3 fund report data, major institutions like Central Huijin Asset Management and Central Huijin Investment have maintained their holdings in several leading broad-based ETFs. Some institutions have made adjustments, such as Huaxia Fund clearing its holdings in Huaxia Hang Seng China Enterprises High Dividend ETF [4] - Recently, major financial institutions announced the completion of new policy financial tool placements totaling 2.5 trillion yuan, 1.5 trillion yuan, and 1 trillion yuan, which is expected to drive total project investments of 7.08 trillion yuan, supporting economic recovery [4] - The A-share market has shown significant recovery in Q3, with equity funds performing strongly, particularly technology-themed funds [4] - The copper futures market has seen continuous capital inflow, with a significant increase in positions and a total capital scale reaching 48.758 billion yuan, making it the second-largest commodity futures after gold [4] Other Economic Indicators - As of October 29, 2025, the total social logistics volume in China reached 263.2 trillion yuan in the first three quarters, with a year-on-year growth of 5.4%, showing a slight decline in growth rate compared to the first half of the year [6] - The National Bureau of Statistics reported that profits of industrial enterprises above designated size increased by 3.2% year-on-year in the first nine months, marking the highest cumulative growth rate since August of the previous year [7]