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cailianshe news, august 31 (reporter wu yuqi)the disclosure of semi-annual reports of listed companies is coming to an end, and the qfii's heavily-weighted stocks at the end of the first half of the year and the changes in shareholdings in the second quarter have also emerged.

wind data shows that as of august 30, qfiis appeared in the top ten circulating shareholders of 664 listed companies, with a total holding value of 99.693 billion yuan. among them, 123 listed companies received increased foreign investment, 135 listed companies saw foreign investment reduce their holdings, and there were new foreign institutions among the top ten circulating shareholders of 488 listed companies.

in terms of industry, qfii has a preference for stocks in the banking and electronics industries. the market value of qfii's holdings in bank stocks reached 50.845 billion yuan, and its holdings in stocks in the electronics-related industries also reached 10.367 billion yuan.

in recent years, the a-share market has attracted a large influx of foreign institutions, as evidenced by the growth in the number of qfiis. according to data from the china securities regulatory commission, in the first half of this year, 36 institutions were approved for qfii qualifications, including canada's divi trading, singapore's aravali asset management, oman investment authority, qatar national bank public joint stock company, and netherlands' mevoli derivatives investment company. as of the end of june, the number of qfii institutions reached 839.

the qfii holdings of bank of ningbo and bank of nanjing exceed rmb 10 billion

specifically, in terms of holding value, as of august 30, among qfii holdings, singapore's ocbc bank's holdings in bank of ningbo reached 27.486 billion yuan, ranking first; bnp paribas' holdings in bank of nanjing reached 17.633 billion yuan, ranking second. hong kong weihua electronics co., ltd.'s holdings in shengyi technology were 6.213 billion yuan.

the qfii holdings of bank of shanghai and bank of xi'an, both bank stocks, also ranked at the top, at 3.094 billion yuan and 2.632 billion yuan respectively. among the top five holdings by market value, four were bank stocks.

in addition, qfii holds a large number of shares in zijin mining, wanhua chemical, weilan holdings, focus media, proya, etc., with a market value of more than 1 billion yuan, namely 2.595 billion yuan, 1.756 billion yuan, 1.184 billion yuan, 1.076 billion yuan, and 1.010 billion yuan, respectively.

in terms of changes in holdings, bnp paribas increased its holdings in bank of nanjing the most, increasing by 35.3937 million shares compared to the previous reporting period, and its current holdings are 1.697 billion shares; followed by jpmorgan securities, which increased its holdings in focus media by 18.1245 million shares; and the monetary authority of macao increased its holdings in dayi holdings by 5.4091 million shares.

there are new foreign institutions among the top ten shareholders of 488 listed companies. among them, the singapore government investment corporation's holdings in bossard electronics have the largest market value of 725 million yuan. qfii also holds a large number of shares in huachuang testing, sentury, china coal energy, giant star technology and other stocks.

in terms of share reduction, glp capital investment4 (hk) limited reduced its holdings in wantong development by 99.3691 million shares, international finance corporation reduced its holdings in jiangsu financial leasing, the hongkong and shanghai banking corporation limited reduced its holdings in weier holdings, morgan stanley international plc reduced its holdings in bonded technology, and bnp paribas reduced its holdings in huifeng holdings by more than 10 million shares, which were 37 million shares, 12.5397 million shares, 11.7703 million shares, and 11.0365 million shares respectively.

in terms of the number of shares held, qfii holds the largest stake in bank of nanjing at 1.697 billion shares, followed by bank of ningbo at 1.246 billion shares. qfii holdings in xi'an bank, shanghai bank, shengyi technology, focus media, zijin mining and other stocks all exceed 1 billion shares.

banking, electronics and other industries are favored by qfii

from the above analysis, we can see that qfii holds a large number of bank stocks. qfii only holds 4 bank stocks, but the market value of its holdings has reached 50.845 billion yuan, accounting for half of the total market value of qfii's holdings.

this year, driven by high dividends and high bonuses, bank stocks have become not only the preferred investment for domestic investors, but also the "hot cake" for foreign institutions. wind data shows that as of the close of august 30, the bank index rose by 20.40%, nanjing bank's share price rose by 42.11% this year, shanghai bank's rose by 26.36%, jiangsu bank and ningbo bank's rose by 23.82% and 3.56% respectively.

in addition to bank stocks, electronics-related stocks are also held in large quantities by qfii. as of august 30, a total of 112 a shares in the electronics industry were held by qfii, with a holding value of 10.593 billion yuan.

looking at individual stocks, shengyi technology has the largest holdings, with a market value of 6.213 billion yuan and 295 million shares. the market value of qfii holdings of will semiconductor is 1.184 billion yuan, with 11.9165 million shares. the market value of holdings of electronic stocks such as shenzhen nan circuit, shengyi electronics, and xinwei communication are 236 million yuan, 181 million yuan, and 163 million yuan, respectively, and the number of shares held are 2.2308 million shares, 9.3433 million shares, and 8.3085 million shares.

in addition, chemical stocks are also favored by qfii, with the industry's holdings valued at 4.648 billion yuan. among them, abu dhabi investment authority's holdings in wanhua chemical are the highest at 1.756 billion yuan, with 21.7168 million shares. singapore government investment corporation's holdings in proya are valued at 1.01 billion yuan, with 9.1014 million shares. qfii also holds chemical stocks such as satellite chemical, beitanni, ruifeng new materials, and huafeng chemical.

it is worth mentioning that qfii is still optimistic about the real estate industry, and many foreign institutions have been newly listed in the top ten circulating shareholders of real estate a shares. for example, jpmorgan securities has been newly listed as a circulating shareholder of wantong development, with a current holding value of 86.3444 million yuan and a holding number of 12.8489 million shares; jpmorgan chase appears in the list of circulating shareholders of nan guo real estate, with a holding value of 13.3963 million yuan and a holding number of approximately 8.5874 million shares. goldman sachs group has newly appeared in the top ten circulating shares of gaoxin development, sdg services, rongfeng holdings, nan guo real estate, and yu development. overall, the total market value of qfii's holdings in real estate stocks has reached 639 million yuan.

looking ahead to the second half of the year, jiang xianwei, senior global market strategist at morgan asset management china, believes that the earnings growth of a-shares is expected to remain positive throughout the year. the industry sectors that deserve more attention include four aspects: domestic industrial chains with shortcomings, such as chips and computer operating systems; continuing domestic advantageous industries, especially the "new three major items" with outstanding export performance, including new energy vehicles, photovoltaics, and lithium batteries; new and old kinetic energy conversion industries; creating opportunities for emerging industries under the guidance of new quality productivity, including artificial intelligence industry chains, low-altitude economic industry chains, etc. in addition, the high dividend strategy that has been paid attention to in china since last year is still worthy of attention in the second half of the year as the domestic economy continues to recover and unknown risks may exist.