北上资金在加仓哪些行业

• The report focuses on the analysis of the industries where Northbound funds have increased their holdings, particularly highlighting sectors such as power and new energy equipment, electronics, and metal materials and mining[1][5][13] - Northbound funds' total holdings in A-shares amounted to approximately 2.59 trillion yuan as of December 31, 2025, representing an increase of about 46 billion yuan compared to September 30, 2025[1][5][13] - Relative to the CSI 300 Index, Northbound funds were significantly overweight in the power and new energy equipment sector, with an allocation ratio of approximately 18.0%, compared to 8.6% in the CSI 300 Index, resulting in an overweight of about 9.5%[5][15] - The top five primary industries with the highest net inflows of Northbound funds in Q4 2025 were metal materials and mining, electronics, power and new energy equipment, telecommunications, and insurance[6][20] - The top five secondary industries with the highest net inflows of Northbound funds in Q4 2025 were new energy vehicle equipment, basic non-ferrous metals, communication equipment, precious metals, and components and devices[6][25]