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as a representative of overseas long-term funds, qfii's layout and holdings have attracted much attention from investors. according to securities times databao statistics, as of august 28, qfiis appeared among the top ten shareholders of 423 listed companies at the end of the second quarter, with a total holding value of 55.977 billion yuan.

by industry, the market value of qfii holdings in 12 industries exceeded 1 billion yuan, among which the banking, electronics, basic chemicals and nonferrous metals industries had the highest market value of holdings, reaching 17.633 billion yuan, 9.352 billion yuan, 3.648 billion yuan and 3.294 billion yuan respectively.

from the perspective of individual stocks, as of the end of the second quarter, there were 9 stocks whose qfii holdings had a market value of more than 1 billion yuan. among them, nanjing bank had the highest holding value, with a holding value of 17.633 billion yuan at the end of the period; shengyi technology, zijin mining, wanhua chemical, and hengli hydraulics ranked at the top in terms of holding value.

compared with the end of the first quarter, 325 stocks were increased by qfii in the second quarter, of which 246 were newly held by qfii. among the newly held stocks, 9 stocks including baoxiniao, kangenbei, china coal energy, and tiandi technology received more than 10 million shares from qfii. among them, baoxiniao received new holdings from two qfii institutions in the second quarter, the monetary authority of macao and the kuwait investment authority, which newly held 20.4723 million shares and 15.0445 million shares respectively.

among the increased holdings, bank of nanjing increased its holdings the most, and bnp paribas increased its holdings by 35.3937 million shares in the second quarter. focus media, yutong bus, changbaishan, and huaming equipment ranked first in terms of the number of qfii increased holdings.

in terms of holding ratio, among the newly increased holdings, at the end of the second quarter, qfii holdings accounted for more than 3% of the circulating shares of 16 stocks, with the largest holding ratio being 19% for transgene, while bank of nanjing, united chemical, and belon precision ranked first, with holding ratios of 18.42%, 10.32%, and 5.34%, respectively. compared with the holdings at the end of the first quarter, the qfii holding ratios of tech-long, belon precision, yitian shares, wenyi technology, changbaishan, and changrun shares all increased by more than 1 percentage point.

in contrast, among the 80 stocks whose holdings were reduced by qfii, jiangsu financial leasing, weilan technology and bonded technology ranked first in the number of shares reduced, all exceeding 10 million shares. among them, the number of shares held by jiangsu financial leasing fell from 79.9714 million shares at the end of the first quarter to 42.9714 million shares, a decrease of 37 million shares.

after excluding st stocks, many stocks were held by qfii for a long time, of which 9 stocks were held for 20 quarters or more, that is, the holding period reached 5 years. shengyi technology has the longest qfii holding period, reaching 70 quarters (over 17 years). qfii currently holds 295 million shares of the stock, which is unchanged compared with the first quarter.

the performance of the nine stocks held by qfii for 20 quarters or more was generally positive in the first half of the year. only feike electric's net profit fell 48.13% year-on-year, while the performance of the remaining stocks all achieved year-on-year growth.

shenzhen airport has been held by qfii for 40 consecutive quarters (10 years). the company achieved operating income of 2.251 billion yuan in the first half of the year, a year-on-year increase of 15.60%; and achieved a net profit attributable to shareholders of 174 million yuan, reversing the loss year-on-year.

among the above stocks, shenzhen circuit board, haida group and shengyi technology ranked first in terms of year-on-year growth in net profit attributable to their parent companies, all exceeding 50%. in terms of market performance, shenzhen circuit board, bank of nanjing and yunnan baiyao performed well this year, with share prices rising by 47.48%, 45.83% and 14.11% respectively.