（原标题：外资最新投资路径曝光：QFII增持154股，新进374股（名单）） 8月27日，A股成交额史上第三次超3万亿元，连续11个交易日突破2万亿元大关，再创历史纪录。沪指年内已涨13%，深证成指已涨18%，创业板 指已涨27%。 今年以来，A股吸引不少外资加速布局。国家外汇管理局数据显示，今年上半年，外资净增持境内股票和基金101亿美元，特别是5月、6月，净增 持规模增加至188亿美元。 高盛8月22日发布的报告显示，根据机构经纪数据，对冲基金以7周来最快速度净买入中国股票，既有多头买入也有空头回补。中国是8月份全球对 冲基金净买入量最大的市场。 哪些国际机构用"真金白银"加码A股？哪些股票最受外资青睐？上市公司2025年中报正密集披露中，QFII（合格境外机构投资者）二季度末重仓 股及持股变动情况也随之浮现。 QFII十大重仓股： 这只股被持仓近96亿元 21财经·南财快讯记者据Wind统计，截至8月26日，A股已有3072家上市公司正式披露了2025年中报。其中，663家公司前十大流通股东名单中出现 了QFII的身影。截至今年二季度末，QFII持有上述公司市值合计525亿元。从行业板块持仓情况来看，在 ...

证券时报·数据宝统计显示，共有628只个股公布了8月20日股东户数，与上期（8月10日）相比，股东户 数下降的有326只。其中股东户数降幅超一成的有34只。 股东户数降幅最多的是华康洁净，截至8月20日最新股东户数为10900户，较8月10日下降27.60%，筹码 集中以来该股累计下跌0.68%，累计换手率为156.53%，其间主力资金净流出3873.25万元。业绩方面， 公司半年报实现净利润1868.30万元，同比增长273.48%。 其次是设研院，截至8月20日最新股东户数为32795户，较8月10日下降24.78%，筹码集中以来该股累计 下跌22.50%，累计换手率为156.65%，其间主力资金净流出3.24亿元。 628只股公布截至8月20日最新股东户数，相比上期股东户数下降的有326只，降幅居前的是华康洁净、 设研院、江顺科技等。 投资者除了在定期报告中获得股东信息数据外，还可以在交易所互动平台上通过提问方式了解部分公司 更及时（每月10日、20日、月末）的股东户数信息。以往3期分别有855家、1110家、1002家公司在互动 平台透露了股东户数，截至发稿，共有628家公司公布了截至8月20日股东户 ...

Core Insights - The article highlights a trend of decreasing shareholder accounts among 622 companies, indicating a concentration of shares among fewer investors [1][2] - Notable companies with significant declines in shareholder accounts include Unisoc Microelectronics and ZTE Corporation, with decreases of 27.88% and 16.17% respectively [1][3] - The performance of stocks with declining shareholder accounts shows mixed results, with 60 stocks increasing in price while 35 decreased, indicating potential investment opportunities [2][3] Shareholder Account Trends - A total of 622 companies reported their latest shareholder account numbers as of August 20, with 95 companies experiencing a decline for three consecutive periods or more [1] - Unisoc Microelectronics has the highest decline, with 154,193 accounts, down 27.88% over 13 periods [1][4] - ZTE Corporation has 455,100 accounts, down 16.17% over 12 periods [1][4] Stock Performance - Among the stocks with declining shareholder accounts, 60 have seen price increases, with notable gains from Yidong Electronics (52.12%), ST Jinglun (41.95%), and Chuangyitong (41.87%) [2][3] - 32 stocks outperformed the Shanghai Composite Index, with Yidong Electronics achieving a relative return of 43.84% [2][3] Industry Analysis - The industries with the highest concentration of stocks experiencing declining shareholder accounts include basic chemicals, machinery equipment, and electronics, with 13, 11, and 8 stocks respectively [2] - The main board has 62 stocks with declining accounts, while the ChiNext board has 31, and the Sci-Tech Innovation board has 2 [2] Institutional Activity - In the past month, four stocks with declining shareholder accounts have been frequently researched by institutions, with Unisoc Microelectronics receiving attention from 124 institutions [2][3] - Other companies with notable institutional interest include Fujilai and Jieya Co., with 24 and 17 institutions respectively participating in their research [2][3] Financial Performance - Among the 55 companies that have reported their semi-annual results, Fujilai shows the highest net profit growth at 12,430.96% year-on-year [3] - Yalian Machinery and Donghua Technology reported net profit increases of 20.57% and 14.64% respectively [3] - A total of 14 companies have issued performance forecasts, with Northeast Securities expected to have a net profit of 431 million yuan, reflecting a year-on-year increase of 225.90% [3]

Group 1 - A total of 356 buy ratings were issued by institutions today, covering 267 stocks, with China Ping An receiving the highest attention with 6 buy ratings [1] - Among the stocks rated, 100 provided future target prices, with 5 stocks showing an upside potential exceeding 50%, led by Longxin General with a potential increase of 71.48% [1] - 12 stocks received initial attention from institutions today, including Amway and Baofeng Energy, while ratings were upgraded for Guangdong Hongda and Nairui Radar [1] Group 2 - The average decline for stocks with buy ratings was 1.50%, outperforming the Shanghai Composite Index, with notable gainers including Anli Shares and Zhongke Chuangda, which rose by 13.05% and 11.69% respectively [2] - Among the rated stocks, 263 have reported their first-half earnings, with New Special Electric achieving a net profit of 532.87 million yuan, a staggering year-on-year increase of 49,775.01% [2] - The pharmaceutical and biotechnology sector was the most favored, with 30 stocks like Anke Bio and Aier Eye Hospital making the buy rating list, followed by machinery and electronics with 27 and 21 stocks respectively [2]

8月27日，沪指下跌1.76%，深成指下跌1.43%，创业板指下跌0.69%，沪深300指数下跌1.49%。可交易 A股中，上涨的有633只，占比11.69%，下跌的4764只。 资金面上，今日主力资金全天净流出1297.50亿元，已连续3个交易日资金呈净流出状态。其中，创业板 主力资金净流出375.89亿元；科创板主力资金净流出51.65亿元；沪深300成份股主力资金净流出382.09 亿元。 分行业来看，申万所属的一级行业中，今日上涨的有1个，涨幅居前的行业为通信，涨幅为1.66%。跌 幅居前的行业为美容护理、房地产，跌幅为3.86%、3.51%。 行业资金流向方面，今日所属的申万行业主力资金均呈净流出状态，计算机行业主力资金净流出规模居 首，今日下跌1.38%，全天净流出资金163.10亿元，其次是医药生物行业，今日跌幅为2.73%，净流出资 金为123.25亿元，净流出资金较多的还有电子、汽车、机械设备等行业。 今日各行业资金流向 | 行业 | 日涨跌幅（%） | 资金流向（亿元） | 行业 | 日涨跌幅（%） | 资金流向（亿元） | | --- | --- | --- | --- | --- | ...

Core Insights - In the past month (from July 28 to August 27), 36 companies listed on the Beijing Stock Exchange (BSE) were investigated by institutions, with Naconor being the most notable, attracting 114 participating institutions [1] - The average stock price of the companies that received institutional research increased by 6.34% during this period, with notable gainers including Haineng Technology, Huami New Materials, and Zhuozhao Adhesives, which rose by 57.82%, 51.96%, and 45.01% respectively [2] Group 1: Institutional Research - A total of 36 BSE companies were subject to institutional research, with 35 companies investigated by brokerages, 27 by funds, 23 by private equity, 19 by insurance firms, and 6 by overseas institutions [1] - Naconor led the research interest with 114 institutions participating, followed by Tonghui Electronics (65), Jianbang Technology (62), and Huami New Materials (55) [1] - The companies investigated belong to 12 different industries, with a concentration in machinery equipment, basic chemicals, and automotive sectors, having 10, 5, and 5 companies respectively [1] Group 2: Market Performance - The average market capitalization of all BSE companies is 3.269 billion yuan, while the average market capitalization of the companies that received institutional research is 3.717 billion yuan [2] - The average daily turnover rate for the researched companies was 6.71%, with the highest turnover rates recorded for Hengli Drill Tools (20.60%), Huami New Materials (11.99%), and Feiyi Pharmaceutical (11.14%) [2] - The most frequently researched company was Taihu Snow, which was investigated 3 times, while Mingyang Technology and Hengli Drill Tools were each researched 2 times [1]

Market Overview - The Shanghai Composite Index fell by 1.76% on August 27, with only one industry, telecommunications, showing an increase of 1.66%. The beauty and real estate sectors experienced the largest declines, with drops of 3.86% and 3.51% respectively [1]. Capital Flow - The main capital flow in the two markets showed a net outflow of 129.75 billion yuan, with all industries under Shenwan experiencing net outflows. The computer industry had the largest net outflow of 16.31 billion yuan, followed by the pharmaceutical and biological sector with a net outflow of 12.33 billion yuan. Other industries with significant outflows included electronics, automotive, and machinery [1]. Electronics Industry Performance - The electronics sector declined by 0.40%, with a total net outflow of 11.58 billion yuan. Out of 467 stocks in this sector, 109 rose, 6 hit the daily limit, and 353 fell. A total of 138 stocks saw net inflows, with 24 stocks receiving over 100 million yuan in net inflows. The top three stocks with the highest net inflows were Fangzheng Technology (1.22 billion yuan), Changchuan Technology (977 million yuan), and Ruixin Micro (641 million yuan) [1]. Electronics Industry Outflow - Among the stocks with significant net outflows, 46 stocks had outflows exceeding 100 million yuan. The top three stocks with the largest net outflows were Lingyi Technology (-2.96 billion yuan), Shenghong Technology (-818.94 million yuan), and Haiguang Information (-647.22 million yuan) [2]. Notable Stocks in Electronics Sector - The following stocks in the electronics sector had notable performances: - Fangzheng Technology: +9.99%, turnover rate 15.43%, main capital flow 1.22 billion yuan - Changchuan Technology: +16.98%, turnover rate 26.06%, main capital flow 977 million yuan - Ruixin Micro: +10.00%, turnover rate 3.40%, main capital flow 640 million yuan - Other notable stocks included Ziguang Guowei (+0.99%), Industrial Fulian (+0.53%), and Zhaoyi Innovation (+2.74%) [1]. Underperforming Stocks in Electronics Sector - The following stocks in the electronics sector experienced significant declines: - Lingyi Technology: -0.94%, main capital flow -2.96 billion yuan - Shenghong Technology: -1.96%, main capital flow -818.94 million yuan - Haiguang Information: -2.68%, main capital flow -647.22 million yuan - Other underperformers included TCL Technology (-2.51%), Changying Precision (-6.13%), and O-film (-4.08%) [2].

Core Insights - QFII has significantly increased its presence in the A-share market, with 663 companies having QFII among their top ten shareholders as of August 26, 2025 [1][2] - The total market value of QFII holdings reached 525.15 billion yuan, with notable investments in the electronics and non-ferrous metals sectors [1][6] QFII Holdings Overview - QFII has become a top ten shareholder in 374 new stocks during the second quarter of 2025, with increased holdings in 157 stocks compared to the previous quarter [2][3] - The top three QFII holdings by market value are: - Shengyi Technology: 95.50 billion yuan - Zijin Mining: 33.83 billion yuan - Ninebot Company: 11.69 billion yuan [2][5] Sector Analysis - QFII's holdings in the electronics sector amount to over 120 billion yuan, while holdings in the non-ferrous metals sector exceed 50 billion yuan [1][6] - The top three sectors by QFII market value are: - Electronics: 1,286.22 million yuan - Non-ferrous metals: 514.98 million yuan - Machinery: 459.62 million yuan [6] Institutional Holdings - The top QFII institutions by market value include: - Hong Kong Wei Hua Electronics: 88.95 billion yuan - Abu Dhabi Investment Authority: 87.42 billion yuan - Barclays Bank: 71.24 billion yuan [7]

Core Viewpoint - The QFII (Qualified Foreign Institutional Investor) has significantly increased its holdings in A-share listed companies, with a focus on the electronics and non-ferrous metals sectors, as revealed in the 2025 mid-year reports. Group 1: QFII Holdings Overview - As of August 26, 2025, 3,072 A-share listed 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 [1][3]. - QFII has newly entered the top ten shareholders of 374 stocks in the second quarter, with notable increases in holdings for companies like Jianghuai Automobile and others, each exceeding 300 million yuan in market value [1][5]. Group 2: 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 1.169 billion yuan [5][6]. - Other significant holdings include Oriental Yuhong and Hengli Hydraulic, each exceeding 900 million yuan in market value [3][5]. Group 3: Sector Analysis - QFII's holdings are concentrated in the electronics sector, with a market value exceeding 12 billion yuan, followed by non-ferrous metals at over 5 billion yuan [1][8]. - The top ten sectors by QFII holdings include: - Electronics: 51,263.11 million shares valued at 12.862 billion yuan - Non-ferrous metals: 27,076.67 million shares valued at 5.149 billion yuan - Machinery: 28,786.26 million shares valued at 4.596 billion yuan [9]. Group 4: QFII Institutional Holdings - The top QFII institutions by market value include: - Hong Kong Weiwa Electronics Co., Ltd.: 8.895 billion yuan - Abu Dhabi Investment Authority: 8.742 billion yuan - Barclays Bank: 7.124 billion yuan [10].

Group 1 - The global trade friction index for June is reported at 92, indicating a moderate to high level of trade tensions, with a year-on-year decrease of 14.7% and a month-on-month decrease of 13.7% in the monetary value of trade friction measures [1] - The United States continues to lead in global trade friction measures, with the highest monetary involvement for 12 consecutive months, followed by India and Brazil [1] - The electronics, transportation equipment, and machinery sectors are the primary focus of trade friction, with the electronics sector having the highest trade friction index [1] Group 2 - The trade friction index concerning China from 19 countries is at 102, indicating a high level of trade tensions, with India having the highest index [2] - The monetary value of trade friction measures involving China has decreased by 16.3% year-on-year and 13.6% month-on-month [2] - The electronics sector, particularly in areas such as cameras, routers, and chips, shows a high level of trade friction in relation to China [2]