Domestic media reports that QFII actively increased positions in the third quarter, and both domestic and foreign institutions are optimistic about the A-share market

According to the China Securities Journal, the third quarter report disclosure period for A-share listed companies is currently in full swing. Wind data shows that as of October 22, 372 A-share listed companies have disclosed their third quarter reports for 2025. Among them, 73 companies have QFII listed among their top ten circulating shareholders. QFII has newly entered the top ten circulating shareholders of 30 stocks in the third quarter and has increased its holdings in another 21 stocks compared to the previous quarter.

Analysts believe that global investors still have low positions in Chinese assets, leaving room for increases. With clearer policies and improving economic data, the market is expected to welcome an upward trend.

Wind data shows that as of October 22, a total of 372 A-share listed companies have disclosed their third quarter reports for 2025. Among the listed companies that have disclosed their third quarter reports, 73 companies have QFII among their top ten circulating shareholders, with a total holding of 373 million shares, valued at 8.694 billion yuan (calculated based on the closing price at the end of the third quarter of 2025).

In terms of QFII holding market value rankings, QFII's holding market value in SIEYUAN (002028.SZ) reached 1.267 billion yuan, ranking first; the holding market values for China XD Electric (601179.SH) and Haida Group (002311.SZ) ranked second and third, reaching 877 million yuan and 766 million yuan, respectively.

Among the 73 QFII heavy stocks, QFII newly entered the top ten circulating shareholders of 30 stocks in the third quarter, with QFII holding market values exceeding 400 million yuan in the top ten circulating shareholders of Platinum Technology (300811.SZ), China National Materials (002080.SZ), and Zhongce Rubber (603049.SH).

In terms of QFII-related institutions' holding market value rankings, among the 73 QFII heavy stocks, Morgan Stanley International Holdings Inc. had the highest holding market value at the end of the third quarter, amounting to 2.038 billion yuan; JP Morgan Securities Co., Ltd. and UBS Group ranked second and third, with holding market values of 1.53 billion yuan and 1.18 billion yuan, respectively; Merrill Lynch International Ltd. had a holding market value exceeding 1 billion yuan