Core Insights - In December, 69 stocks were investigated by overseas institutions, with 11 stocks receiving attention from five or more institutions, including 汇川技术 (Inovance Technology), 丰立智能 (Fengli Intelligent), and 杰瑞股份 (Jereh Group) [1] Group 1: Stock Performance - The average increase of stocks investigated by overseas institutions in December was 5.31%, outperforming the沪深300 index by approximately 3 percentage points [1] - The top three stocks with the highest cumulative increase were 致尚科技 (Zhishang Technology), 广联航空 (Guanglian Aviation), and 精智达 (Jingzhida), each exceeding a 40% increase [1] Group 2: Sector Focus - The majority of stocks under investigation were concentrated in the mechanical equipment and electronics sectors, with 17 and 16 stocks respectively; additionally, the pharmaceutical and banking sectors had four stocks each [1] - Popular concepts among the investigated stocks included robotics, AI computing power, and chips [1] Group 3: QFII Holdings - Among the stocks investigated, eight had significant QFII holdings at the end of the third quarter, with 宁波银行 (Ningbo Bank), 大族激光 (Dazhong Laser), and 和而泰 (Heer Technology) leading in QFII market value, amounting to 34.934 billion, 0.283 billion, and 0.222 billion respectively [1][3]
12月以来共有69只个股获得海外机构调研 8只个股三季度末获QFII重仓