北上资金流入了哪些行业

• The report focuses on the analysis of Northbound capital inflows into various industries during Q3 2025, highlighting that the total market value of A-shares held by Northbound capital reached approximately 2.59 trillion yuan, an increase of about 295.6 billion yuan compared to Q2 2025 [2][4][11] - Northbound capital was overweight in the power and new energy equipment industry relative to the CSI 300 index, with a configuration ratio of approximately 18.11% compared to 7.16% in the CSI 300 index, resulting in an overweight of about 10.95% [4][13] - After removing the impact of industry-specific price fluctuations from Q2 2025 to Q3 2025, the net inflow of Northbound capital was calculated for various industries. The top five primary industries with the highest net inflows were electronics, power and new energy equipment, agricultural products, chemicals, and non-metallic materials. Conversely, the top five primary industries with the highest net outflows were banking, food and beverages, public utilities, comprehensive finance, and home appliance manufacturing [5][16] - For secondary industries, the top five with the highest net inflows were components and devices, new energy vehicle equipment, general machinery, new energy equipment and manufacturing, and display devices. The top five secondary industries with the highest net outflows were state-owned banks, liquor, joint-stock banks, electricity, and securities and futures [5][20]