QFII's latest position trend exposed: 206 new stocks in the top ten shareholders list in the third quarter, AnNada (603350.SH) added the most overseas institutional shareholders.

2024-10-27 07:37

Zhitongcaijing
A-shares listed companies enter the peak of third-quarter report disclosure, QFII appears frequently in the top ten list of the largest circulating shareholders of 260 stocks in the third quarter.
Listed companies are intensively disclosing their third-quarter reports, and the heavily-held stocks and shareholding changes of QFII at the end of the third quarter are coming to light. Data from Choice shows that as of the time of writing, a total of 1,603 listed companies have disclosed their third-quarter reports for 2024. Looking at the top ten list of major shareholders disclosed by these listed companies, 260 companies have shown the presence of QFII.
Looking at the latest holdings trends, data from Wind shows that QFII has entered the top ten list of major shareholders of 206 stocks in the third quarter. Among them, Anda Electric, Yihao New Materials, and Qinglong Pipe Industry have the highest number of new institutional investors, each with 6, 5 and 5 institutions respectively. In addition, Dalian Thermal Power, LiAn Technology, Tengda Technology, Pingan Electric, Xiaocheng Technology, Xiangxue Pharmaceutical, Kele Equipment, and People's Tongtai all had 4 new institutional investors in the third quarter; Rongke Technology, Baolidi, Shuangxiang Shares, Shengda Biology, Kuaike Electronics, Qingyan Environment, New City, Zhongzhi Technology, Century Dingli, Haichen Pharmaceuticals, and Jundongda all had 3 new institutional investors in the third quarter.
Anda, a manufacturer of electric two-wheeler electric drive systems, saw QFII's new holding value reach 64.4692 million yuan in the third quarter. According to Anda's disclosed third-quarter report, Goldman Sachs Group, JP Morgan Securities Limited, Morgan Stanley International Limited, UBS Group, Barclays Bank Limited, and Bank of America Securities International Limited are among the top six largest shareholders. Anda announced on October 18 that the company achieved operating income of 1.191 billion yuan in the first three quarters, a year-on-year increase of 2.90%; net profit attributable to shareholders of listed companies was 84.966 million yuan, a year-on-year decrease of 20.23%. Anda stated on September 11 that Ninebot is one of the company's major customers, with cooperation products including electric bicycle motors, lawn mower motors, and scooter motors, and e-bike motor products are currently in cooperation. Anda believes that the growth potential in the North American market is very large, and the company has also made arrangements for the North American market, with some customers already sampling products through various sales channels.
Yihao New Materials, primarily engaged in the research, development, production, and sales of high-quality electronic circuit copper foil and aluminum-based coated copper foil, saw QFII's new holding value reach 57.8317 million yuan in the third quarter. According to Yihao New Materials' disclosed third-quarter report, UBS Group, Goldman Sachs Group, Morgan Stanley International Limited, Barclays Bank Limited, and JP Morgan Securities Limited ranked third, fourth, fifth, sixth, and tenth among the top ten largest shareholders. Yihao New Materials announced on October 25 that the company achieved operating income of 1.03 billion yuan in the first three quarters, an 8.07% increase year-on-year; net loss attributable to owners of the parent company was 14.1936 million yuan, narrowing from a net loss of 15.0931 million yuan in the same period last year. Yihao New Materials stated on September 3 on an investor interaction platform that the company is increasing its research and development efforts for copper foil materials for solid-state batteries. Yihao New Materials announced on September 2 that as of August 31, the company had repurchased a total of 3,271,742 shares through a special securities repurchase account by centralized auction trading, accounting for 1.94% of the company's total current share capital.
Qinglong Pipe Industry, mainly engaged in the research, development, production, and sales of high-quality water pipeline and related products, saw QFII's new holding value reach 87.7786 million yuan in the third quarter. According to Qinglong Pipe Industry's disclosed third-quarter report, Bank of America Securities International Limited, UBS Group, Barclays Bank Limited, Goldman Sachs Group, and JP Morgan Securities Limited ranked third, fourth, fifth, eighth, and tenth among the top ten largest shareholders. Qinglong Pipe Industry announced on October 25 that the company achieved operating income of 1.728 billion yuan in the first three quarters, a 41.1% increase year-on-year; net profit was 113 million yuan, a 933.53% increase year-on-year. Qinglong Pipe Industry announced on October 14 that the company received a bidding notice and became the winning bidder for the purchase of a certain pre-stressed concrete protection layer steel tube concrete pipe (PCCPD-C) and steel accessories tender, with a bid amount of 96.3234 million yuan. Qinglong Pipe Industry announced on September 27 that the company won a 729 million yuan bid for pre-stressed concrete tube procurement project.
This article is from "CaiLian News", written by Li Chen, edited by Chen Qiuda.