Zheng Quan Shi Bao·2025-11-06 14:08Group 1 - Foreign institutions have conducted research on 309 A-share listed companies since October, focusing on high-growth industries such as artificial intelligence, industrial automation, new energy, semiconductors, and consumer electronics [1][3] - As of the end of Q3 this year, the market value of A-shares held by QFII institutions reached 150.4 billion yuan, an increase of over 33 billion yuan compared to the end of 2024, representing a growth rate of 28.4% [1][10] - Notable companies receiving significant foreign interest include Huaming Equipment, United Imaging Healthcare, Lens Technology, and Luxshare Precision, primarily in high-growth sectors [6][7] Group 2 - Goldman Sachs has raised its forecasts for China's export growth and actual GDP growth, indicating a positive outlook for the "14th Five-Year Plan" period [12][14] - The focus of foreign institutions is on the development of a strong domestic market and enhancing the competitiveness of advanced manufacturing, which is expected to positively impact A-shares [13][14] - The research interest from foreign institutions includes a variety of sectors, with a notable emphasis on companies involved in AI, industrial automation, new energy, and semiconductors [5][6]