QFII increased its holdings in 18 stocks in the third quarter

Benefiting from the strong resilience of the Chinese economy, the continuous implementation of macro policies, and the stabilization and recovery of the consumer market, the Chinese stock market has significantly risen this year, with the Shanghai Composite Index increasing by over 12% in the third quarter and the Shenzhen Component Index rising nearly 30%. Against this backdrop, overseas funds have increased their allocation to Chinese assets. According to statistics from Securities Times·Data Treasure, as of October 22, QFII appeared in the top ten shareholders of 37 stocks in their third-quarter reports, with a total holding market value reaching 6.271 billion yuan based on the closing price at the end of the period. Among these, 13 stocks, including Suyuan Electric, China West Electric, and Haida Group, had a holding market value exceeding 100 million yuan. In terms of changes in shareholding numbers, QFII newly invested heavily in 18 stocks in the third quarter, increased holdings in 11 stocks, and reduced holdings in 8 stocks. Among the newly invested heavy stocks, the end-of-period holding market values of POCO, SINOMATECH, and Zhongce Rubber ranked highest, at 607 million yuan, 499 million yuan, and 462 million yuan, respectively. QFII has continuously favored technology stocks this year, with newly invested or increased holdings focusing on sectors related to new productive forces such as lithium batteries, commercial aerospace, and chips, including SINOMATECH and Beiwai Technology in the lithium battery sector, Tianyin Electromechanical and Xingwang Yuda in the commercial aerospace sector, and Lianyun Technology and POCO in the chip sector