北向资金 最新动向！增持这些股

Core Insights - The Northbound Stock Connect fund's holdings for the fourth quarter of 2025 have been officially disclosed, revealing a stable overall position with significant investments in key stocks [3][4]. Group 1: Northbound Fund Holdings - As of the end of Q4 2025, the Northbound Stock Connect funds held a total of 4,014 securities, including stocks and ETFs, with a relatively stable overall holding situation [4]. - Notably, the Northbound funds held over 1 billion shares in 213 stocks, and in 37 stocks, the holdings exceeded 5 billion shares. Key stocks with holdings over 10 billion shares include BOE Technology Group, Industrial and Commercial Bank of China, Zijin Mining, Agricultural Bank of China, and others [4]. Group 2: Stock Performance and Increases - During Q4 2025, Northbound funds increased their holdings in over 1,600 stocks, with more than 1,000 stocks seeing an increase of over 1 million shares. Significant increases were noted in stocks such as China Aluminum, Weichai Power, and Industrial and Commercial Bank of China, among others [6][7]. - The top stocks with the largest increases in holdings include China Aluminum with an increase of approximately 31.84 million shares, Weichai Power with 31.20 million shares, and others [7][8]. Group 3: Trading Activity - The trading activity of Northbound funds has become more active, with the trading volume exceeding 300 billion yuan for four consecutive trading days, reaching a peak of 369.6 billion yuan on January 9, 2026, marking the highest level since September 2025 [2][9]. - The cumulative trading volume of Northbound funds has surpassed 200 trillion yuan since the establishment of the mutual market access mechanism, with a record annual trading volume of 50.33 trillion yuan in 2025, representing a growth of over 40% compared to 2024 [9].