QFII二季度现身1727只A股：生益科技市值第一，新进宁德时代

澎湃新闻09-03 07:17

外资调仓路径浮出水面。　　Wind统计数据显示，截至2026年二季度末，共有1727家A股上市公司的前十大流通股东中出现外资身影，合计持有147.49亿股，持股市值高达3405.46亿元，较一季度末的持股数量与持股市值双双大幅跃升。　　行业分布方面，申万一级31个行业中，QFII布局机械设备、电子、基础化工、电力设备、汽车等行业居多，分别持有233只、188只、152只、148只和107只。　　...

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　　QFII前十大重仓股　　除了生益科技，目前QFII的前十大重仓股中，宁波银行、南京银行、上海银行的持仓也没发生变化，而宁德时代（300750）、紫金矿业（601899）、思源电气（002028）、立讯精密（002475）、潍柴动力（000338）、东芯股份（688110）6家被继续增持或新进重仓。　　QFII新进个股方面，Wind数据显示，截至二季度末，有712只个股的股东名单中出现新的QFII机构身影，其中持仓市值超过10亿元的个股共有13只，超过20亿元的分别为宁德时代、思源电气、潍柴动力、东芯股份和旭光电子（600353）。 　　QFII二季度新进前十大个股　　新进个股中，从持仓市值排名看，宁德时代稳居第一，期末持仓市值达107.55亿元，获得瑞士联合银行集团今年二季度新进持有2736.66万股，位列公司第七大流通股东。财报显示，截至二季度末，宁德时代上半年实现营业收入约2769.17亿元、同比增长54.8%，归属于上市公司股东的净利润约432.84亿元，同比增长41.98%。　　位居第二的是特高压概念股思源电气。截至二季度末，该公司获得4家QFII新进持仓，分别为瑞士联合银行集团、摩根士丹利国际股份有限公司、高盛国际和GIC PRIVATE LIMITED，位列第八、七、五、十大流通股东，持仓市值合计达到56.81亿元。　　潍柴动力获得花旗环球金融有限公司和法国巴黎银行的新进持仓，合计持仓市值达28.06亿元，排在第三位。　　从布局情况来看，共有7家外资机构的持股超过百只，分别为高盛国际持有671只、The Goldman Sachs Group, Inc.持有503只、瑞士联合银行集团持有501只、摩根大通证券有限公司持有381只、摩根士丹利国际股份有限公司持有353只、巴克莱银行有限公司持有267只、中信证券资产管理 (香港) 有限公司-客户资金持有227只。同时，高盛国际也是二季度增持个股数量最多的QFII，共增持了302只个股。　　外资看好未来A股表现　　随着中报披露结束，接下来A股市场的行情将会如何发展？　　在9月1日举行的瑞银证券A股研讨会上，瑞银全球研究部亚太区总监连沛堃指出，中国市场不应再仅被视为全球资产配置中的“可选项”，而应成为重要组成部分。随着“十五五”时期科技自立自强相关部署推进，中国AI供应链在全球科技投资组合中的重要性进一步提升。　　“尽管科技板块近期有所波动，但人工智能的结构性增长逻辑、中国科技供应链的国产化进程，以及国内AI基础设施建设的发展方向并未改变。随着全球AI产业叙事改善、企业应用加快，以及国内科技生态持续完善，中国AI产业链的中长期投资价值仍然值得关注。”连沛堃说。　　瑞银全球金融市场部中国主管房东明表示，在风险逐步释放、政策预期改善和盈利趋势向好的共同作用下，A股市场正在进入修复和重估的新阶段。　　“从中长期维度看，企业盈利上行周期延续、宏观政策托底加码、流动性环境整体友好三大支撑仍然稳固，调整过后市场中长期向上的基础依然扎实。基本面维度，全A非金融企业盈利存在修复预期，修复幅度取决于内需复苏力度、外需环境、产业政策落地效果，ROE 存在改善可能性。”宏利基金表示，积极中国供应链与能源安全优势在全球动荡环境中持续凸显，人民币资产的全球配置吸引力有望提升，“我们对中国股市充满信心。”　　路博迈基金认为，短期延续震荡整固，长期继续看好A股慢牛趋势的思路。短期而言，也暂时不认为这里会有系统性风险，但宏观流动性预期的拉锯会客观存在，同时AI产业层面进入新叙事空档期，这就导致了向上的弹性也面临一定的约束，对应波段思维可能更加合适。　　瑞银证券中国股票策略分析师孟磊也指出，保险、居民理财、私募基金等中长期资金有望继续对下半年市场流动性形成支撑，不过主动权益公募基金可能面临投资者“回本赎回”压力。因此，A股方向未发生明显变化，但行情运行速度和节奏可能较上半年更加平缓。　　“我们依然认为科技是未来很长一段时间的投资主线，但出海、工业、高分红等相关主题也值得进一步加大关注度。”孟磊说。　　关于后续看好的方向，瑞银中国股票策略研究主管王宗豪称，主要聚焦于国产算力，从细分行业来看，一是半导体设备的国产化主题明显，较多科技股融资后将投入更多资金到产能上面；二是存储仍是AI最大的瓶颈，而且存储行业竞争环境相对而言不错，全球四家巨头进行竞争；另外，也看好部分连接器等行业。他预计，随着国产GPU在下半年放量，中国AI数据中心建设有望进一步提速。　　“非科技方向持续轮动，重点布局医药创新链、贵金属、能化、农业、优质低波红利资产，同时跟踪机器人、商业航天、软件等细分方向的产业进展与财报预期修复机会。拉长周期，1-2个季度看，对于很多子领域供需逻辑没有明显瑕疵的品种，该位置已经是一个‘黄金坑’，建议自下而上优选alpha品类。”路博迈基金方面表示。　　摩根士丹利基金认为，科技中业绩可验证环节最优，首选光互联与光芯片、存储与国产扩产链，订单与涨价可核验、直接受益于延续性最强的业绩主线；能化、医药等次之，低估值价值领域可关注金融、煤炭、电力；贵金属可以待加息预期消化后再关注。（文章来源：澎湃新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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