QFII increased its holdings in 18 stocks in the third quarter

In the third quarter of 2023, QFII newly increased its holdings in 18 stocks, added to 11 stocks, and reduced its holdings in 8 stocks. Benefiting from the recovery of the Chinese economy and the warming of the consumer market, the Shanghai Composite Index rose by over 12%. The market value of QFII's holdings reached 6.271 billion yuan, with a focus on investing in technology stocks such as lithium batteries, commercial aerospace, and chips. Newly increased heavy positions include POCO, SINOMATECH, and Zhongce Rubber, with respective holdings valued at 607 million yuan, 499 million yuan, and 462 million yuan

POCO released its performance for the first three quarters, with a net profit attributable to the parent company of 294 million yuan, a year-on-year increase of 2.48%

According to the Zhitong Finance APP, POCO disclosed its third-quarter report for 2025. The company achieved revenue of 1.301 billion yuan in the first three quarters, a year-on-year increase of 6.03%; the net profit attributable to shareholders of the listed company was 294 million yuan, a year-on-year increase of 2.48%; the net profit excluding non-recurring gains and losses was 289 million yuan, a year-on-year increase of 2.97%; the basic earnings per share were 1.0221 yuan

Dongfang Securities: Metal soft magnetic powder cores are a must-have option for ASIC power saving, and the future usage of inductive materials is expected to further increase

Dongfang Securities released a research report stating that as overseas AI giants accelerate the deployment of self-developed ASIC chips, the application of chip inductors in AI servers will significantly increase. Metal soft magnetic powder cores are considered a necessary option for energy-saving ASICs, as they can effectively address PDN voltage drop and loss issues. In the future, with the upgrade of the DDR6 standard, the usage of inductor materials is expected to further grow. ASIC chips have significant advantages over GPUs in terms of power consumption and performance, becoming an important direction for the development of AI computing power

3 Global Growth Companies With High Insider Ownership Expecting 38% Revenue Growth

As global markets face uncertainty, companies with high insider ownership are gaining attention for their growth potential. Notable firms include Suzhou Zelgen Biopharmaceuticals, expected to grow revenue by 38% annually, and Beijing Relpow Technology, with a forecast of 32.7% growth. POCO Holding anticipates a 22.7% revenue increase. Despite recent losses, these companies show promise for future profitability, although share price volatility remains a concern for investors.

The rare earth permanent magnet concept is active, with Huahong Technology hitting the limit up, and POCO, NFC, Griam, Benlang New Materials, JTGROUP, and ZHmag following suit