Left hand cycle, right hand technology, foreign investment QFII’s latest portfolio adjustment path exposed

On March 26th, with the disclosure of the 2024 annual reports of listed companies, the shareholding trends of various institutions have emerged. As of March 25th, data shows that Qualified Foreign Institutional Investors (QFII) held 40 A-shares at the end of 2024. From the perspective of configuration, industries such as chemical and electronics have become the core configurations of QFII. Several foreign institutional figures have stated that with the sustained recovery of the Chinese economy and further policy support, the performance of listed companies is expected to continue to improve. Against the backdrop of continuous improvement in corporate governance and performance, the long-term investment opportunities in the A-share market are worth paying attention to.

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