天天基金网·2025-08-28 05:26Core Viewpoint - The article highlights the significant presence of Qualified Foreign Institutional Investors (QFII) in the A-share market, with a focus on their holdings and changes in positions as of mid-2025, indicating potential investment opportunities in specific sectors and companies [2][4]. QFII Holdings Overview - As of August 26, 2025, 3,072 A-share companies have disclosed their mid-year reports, with 663 companies having QFII among their top ten shareholders, totaling 3.278 billion shares valued at 52.515 billion yuan [4][11]. - QFII has newly entered as a top ten shareholder in 374 stocks during the second quarter, with increased holdings in another 157 stocks compared to the previous quarter [5][6]. Top QFII Holdings - The top QFII holdings include: - Shengyi Technology: 31,676.13 million shares valued at 9.550 billion yuan - Zijin Mining: 17,346.42 million shares valued at 3.383 billion yuan - Ninebot Company: 1,974.93 million shares valued at 116.856 million yuan [5][8]. Sector Analysis - QFII's holdings are concentrated in the following sectors: - Electronics: 12.862 billion yuan - Non-ferrous metals: 5.150 billion yuan - Machinery: 4.596 billion yuan [11]. - The top three sectors by QFII holdings are: - Electronics: 51,263.11 million shares valued at 1.286 billion yuan - Non-ferrous metals: 27,076.67 million shares valued at 514.976 million yuan - Machinery: 28,786.26 million shares valued at 459.616 million yuan [11]. Notable Increases in Holdings - The stocks with the largest increases in QFII holdings include: - Giant Star Technology: Increased by 15.7709 million shares - Alloy Investment: Increased by 12.0745 million shares - New Power Financial: Increased by 11.8305 million shares [6][7]. Institutional Holdings Ranking - The top institutional holders by market value include: - Hong Kong Wei Hua Electronics: 8.895 billion yuan - Abu Dhabi Investment Authority: 8.742 billion yuan - Barclays Bank: 7.124 billion yuan [13][14].