--- title: "In \"Large Banks,\" China Merchants Securities lists the top ten stocks increased and decreased by northbound funds in the first quarter (table)" type: "News" locale: "en" url: "https://longbridge.com/en/news/283107542.md" description: "Bank of China Securities released a report, pointing out that the top ten stocks increased by northbound funds in the first quarter of 2026 include CATL, TFC, and Moutai, with increased amounts of RMB 51.478 billion, RMB 11.057 billion, and RMB 9.351 billion, respectively. At the same time, the top ten stocks that were reduced mainly focused on consumer blue chips and financial heavyweight stocks, such as Luxshare Precision and Ping An of China, with reduced amounts of RMB 9.478 billion and RMB 6.456 billion, respectively" datetime: "2026-04-17T07:38:53.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/283107542.md) - [en](https://longbridge.com/en/news/283107542.md) - [zh-HK](https://longbridge.com/zh-HK/news/283107542.md) --- # In "Large Banks," China Merchants Securities lists the top ten stocks increased and decreased by northbound funds in the first quarter (table) Bank of China Securities published a report stating that, based on changes in stock market value, the stocks with the most significant increase in northbound capital allocation in the first quarter of 2026 exhibit characteristics of "a few leading stocks driving growth, concentrated prosperity." (1) The bank listed the top ten stocks with increased holdings by northbound capital in the first quarter: Stock │ Increase (Change in Market Value) Amount (RMB) CATL (300750.SZ) │ 51.478 billion TFC (300394.SZ) │ 11.057 billion Moutai (600519.SH) │ 9.351 billion NewEase (300502.SZ) │ 7.672 billion Zhongtian Technology (600522.SH) │ 7.317 billion Zhongji Xuchuang (300308.SZ) │ 6.391 billion Siyuan Electric (002028.SZ) │ 5.273 billion Zhongwei Company (688012.SH) │ 5.133 billion Century Huatong (002602.SZ) │ 5.030 billion Yuanjie Technology (688498.SH) │ 4.733 billion \--------------------------------- The bank indicated that, corresponding to the increase in holdings, the stocks with the most significant decrease in northbound capital in the first quarter were mainly concentrated in consumer blue chips, financial heavyweights, some core technology assets, and previously popular sectors with large price increases. (2) The bank listed the top ten stocks with decreased holdings by northbound capital in the first quarter: Stock │ Decrease (Change in Market Value) Amount (RMB) Luxshare Precision (002475.SZ) │ 9.478 billion Cambricon (688256.SH) │ 7.289 billion Ping An Insurance (601318.SH) │ 6.456 billion Industrial Fulian (601138.SH) │ 6.124 billion OmniVision Technologies (603501.SH) │ 6.092 billion Zijin Mining (601899.SH) │ 5.115 billion China Merchants Bank (600036.SH) │ 4.315 billion Dongpeng Beverage (605499.SH) │ 4.285 billion Fuyao Glass (600660.SH) │ 4.069 billion China Aluminum (601600.SH) │ 3.909 billion ### Related Stocks - [03750.HK](https://longbridge.com/en/quote/03750.HK.md) - [600519.CN](https://longbridge.com/en/quote/600519.CN.md) - [300394.CN](https://longbridge.com/en/quote/300394.CN.md) - [601696.CN](https://longbridge.com/en/quote/601696.CN.md) - [300750.CN](https://longbridge.com/en/quote/300750.CN.md) - [300502.CN](https://longbridge.com/en/quote/300502.CN.md) - [600522.CN](https://longbridge.com/en/quote/600522.CN.md) - [300308.CN](https://longbridge.com/en/quote/300308.CN.md) - [002028.CN](https://longbridge.com/en/quote/002028.CN.md) - [688012.CN](https://longbridge.com/en/quote/688012.CN.md) - [002602.CN](https://longbridge.com/en/quote/002602.CN.md) - [688498.CN](https://longbridge.com/en/quote/688498.CN.md) - [002475.CN](https://longbridge.com/en/quote/002475.CN.md) - [688256.CN](https://longbridge.com/en/quote/688256.CN.md) - [601318.CN](https://longbridge.com/en/quote/601318.CN.md) - [02318.HK](https://longbridge.com/en/quote/02318.HK.md) - [601138.CN](https://longbridge.com/en/quote/601138.CN.md) - [603501.CN](https://longbridge.com/en/quote/603501.CN.md) - [601899.CN](https://longbridge.com/en/quote/601899.CN.md) - [02899.HK](https://longbridge.com/en/quote/02899.HK.md) - [600036.CN](https://longbridge.com/en/quote/600036.CN.md) - [03968.HK](https://longbridge.com/en/quote/03968.HK.md) - [605499.CN](https://longbridge.com/en/quote/605499.CN.md) - [600660.CN](https://longbridge.com/en/quote/600660.CN.md) - [03606.HK](https://longbridge.com/en/quote/03606.HK.md) - [601600.CN](https://longbridge.com/en/quote/601600.CN.md) - [02600.HK](https://longbridge.com/en/quote/02600.HK.md) - [HCCD.SG](https://longbridge.com/en/quote/HCCD.SG.md) - [82318.HK](https://longbridge.com/en/quote/82318.HK.md) - [PNGAY.US](https://longbridge.com/en/quote/PNGAY.US.md) - [00501.HK](https://longbridge.com/en/quote/00501.HK.md) - [09980.HK](https://longbridge.com/en/quote/09980.HK.md) ## Related News & Research - [Contemporary Amperex Technology Co., Limited Class H (3750) Gets a Buy from CLSA](https://longbridge.com/en/news/282610766.md) - [CATL explores potential $5 billion Hong Kong share sale after stock rally, sources say](https://longbridge.com/en/news/282657533.md) - [CATL weighs $5 billion Hong Kong share sale, report says](https://longbridge.com/en/news/282551629.md) - [Guotai Haitong Sticks to Their Buy Rating for Contemporary Amperex Technology Co., Limited Class H (3750)](https://longbridge.com/en/news/283214861.md) - [Revolutionary sodium-ion batteries enter mass production: Lithium prices are soaring and this is the cheap, sustainable solution](https://longbridge.com/en/news/283098229.md)