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Less worries about stock trading

QFII's heavily-weighted stocks are released.

On August 5, the three major stock indexes fluctuated widely and closed in the green at noon. Education stocks strengthened collectively, the game sector rose, and low-priced stocks strengthened again; copper high-speed connection, semiconductor chips, automobiles and PCB sectors fell the most.

Infrared leader Gaode Infrared hits daily limit

The latest share price is 6.84 yuan per share, with a total market value of 29.2 billion yuan. After the close of last Friday, Guide Infrared issued an announcement that it had received the winning bid notice.

The company said that it had recently received a "Notice of Winning Bid" for a major domestic complete equipment system project. Because some of the information in the "Notice of Winning Bid" is sensitive, the company is exempted from disclosing the specific information of the sales object in accordance with relevant external information disclosure regulations.

The announcement shows that the overall model project won this time is the first time that a private enterprise has won the bid for a certain type and category of major equipment system project. This achievement reflects the company's unique innovative leading advantage in the field of complete equipment systems; it is another major breakthrough and milestone in the field of domestic equipment system overall high-precision and cutting-edge technology after the company achieved batch supply of a certain type of complete equipment system overall model project.

At the same time, this winning bid also marks that in the overall field of complete equipment systems, the company has achieved a leapfrog development from a certain category to multiple categories and multiple fields, further demonstrating that the company has become a veritable leading supplier of overall equipment systems.

QFII holdings changes revealed

As a representative of overseas long-term funds, changes in QFII's layout and holdings have attracted much attention from investors.

According to Securities Times Databao statistics, as of the latest published data,A total of 14 listed companies had QFIIs among the top ten circulating shareholders in the second quarter, with a total holding value of 19.944 billion yuan.

At the end of the second quarter, there were five stocks with a market value of over 100 million yuan held by QFII. Among them, the stock with the highest market value held by QFII was Bank of Nanjing, with a market value of 17.633 billion yuan at the end of the period. Haida Group, Xinji Energy, Satellite Chemical, and Tuobang Co., Ltd. ranked first in terms of market value of holdings.

In terms of holding ratio, at the end of the second quarter, there were 5 stocks in which QFII holdings accounted for more than 1% of the circulating shares. The largest holding ratio was Nanjing Bank, reaching 18.42%; Longyun Holdings, Xinji Energy, Tuobang Holdings, Haida Group and other stocks ranked at the top in holding ratio.

Compared with the end of the first quarter, six stocks including Longyun Shares, Changqing Technology, and Huayuan Holdings have gained new holdings from QFII. Zhongchao Holdings and Longyun Shares ranked first in the number of new holdings, reaching 5.2974 million shares and 2.7648 million shares respectively.

There are 4 stocks that have been increased by QFII, with Bank of Nanjing increasing the number of shares the most, and BNP Paribas increasing its holdings by 35.3937 million shares in the second quarter. In contrast, Weihong Shares, Zhiwei Intelligent, Tuobang Shares, and Satellite Chemicals were reduced by QFII, among which Satellite Chemicals reduced the most shares, 5.9625 million shares.

8 QFII-heavy stocks achieved outstanding performance in the first half of the year

From the perspective of market performance, the average increase of the 14 stocks held by the above QFIIs since April was -8.1%. Lily, Bank of Nanjing and Tuobang were the top gainers, up 25.96%, 21.3% and 10.59% respectively.

Among the 14 stocks, only Lily has not yet released its semi-annual performance report, and has only disclosed performance forecast data. According to the forecast lower limit and semi-annual report data, among the stocks held by QFII, Nanjing Bank had the highest net profit in the first half of the year, with operating income of 26.216 billion yuan in the first half of the year, a year-on-year increase of 7.87%, and net profit attributable to the parent company of 11.594 billion yuan, a year-on-year increase of 8.51%. As of the end of June 2024, the total assets of Nanjing Bank reached 2,482.821 billion yuan, an increase of 8.5% from the end of the previous year. The total deposits and total loans also increased by 8.35% and 9.79% respectively. At the same time, the non-performing loan ratio of Nanjing Bank was 0.83%, a decrease of 0.07 percentage points from the end of the previous year, showing the bank's effectiveness in risk management.

ST Chuntian, Zhongchao Holdings and Longyun Shares all suffered losses in the first half of the year. Among them, Zhongchao Holdings and Longyun Shares suffered their first losses in the first half of the year, and the scale of losses did not exceed 100 million yuan.

Eight stocks achieved profits in the first half of the year and achieved year-on-year growth. Huayuan Holdings had the largest increase in performance. The company's total operating income in the first half of the year was 1.232 billion yuan, up 7.29% from the same period last year; net profit attributable to the parent company was 42.1187 million yuan, up 325.17% from the same period last year. The company's latest asset-liability ratio is 39.71%, a decrease of 7.82 percentage points from the same quarter last year.

Haida Group, Lily Flower and Tuobang Holdings ranked first in year-on-year net profit growth, all exceeding 50%.

Statement: All information content of Databao does not constitute investment advice. The stock market is risky and investment should be cautious.

Editor: Xie Yilan

Proofreading: Yang Lilin

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