A-shares listed companies enter the peak of the third quarter report disclosure. QFII appeared in the top ten circulating shareholders list of 260 stocks. Among them, Anaida gained the most QFII hold position institutions in the list of the top ten circulating shareholders of 206 new stocks, up to 6 institutions. The list of A-share companies with the largest number of institutions with QFII hold position additions in the third quarter is attached (see table).
Financial Associated Press News on October 26th (Editor Li Chen) Listed companies are intensively disclosing their third-quarter reports, and the heavy stock positions and shareholding changes of QFII at the end of the third quarter are emerging. Choice data shows that as of the time of publication, a total of 1603 listed companies have disclosed their third quarter reports for 2024. From the list of the top ten circulating shareholders disclosed by these listed companies, QFII appeared in 260 companies.
From the latest holding trends, data from Wind shows that in the third quarter, QFII entered the top ten circulating shareholders list of 206 new stocks. Among them, Anaida gained the most institutions with QFII hold positions, reaching 6; followed closely by Yihao New Material and Qinglong Pipes Industry Group, with 5 institutions each. In addition, Dalian Thermal Power, Lianke Technology, Tengda Technology, Pingan Electric, Beijing Xiaocheng Technology, Xiangxue Pharmaceutical, Ke Li Equipment, and HPGC Renmintongtai each obtained 4 institutions with QFII hold positions in the third quarter; Bringspring Science and Technology, Poly Plastic Masterbatch, Wuxi Double Elephant Micro Fibre Material, Zhejiang Shengda Bio-Pharm, Quick Electronics, Qingyan Environment, Shenzhen New Land Tool Planning & Architectural Design, Zhongzhi Technology, Dingli Corp., Ltd., Nanjing Hicin Pharmaceutical, and Jundengda each obtained 3 institutions with QFII hold positions. Please refer to the specific details in the following table:
Anaida, a producer of electric two-wheeler electric drive systems, received QFII's newly added holding value of 64.4692 million yuan in the third quarter. From the third-quarter report disclosed by Anaida, Goldman Sachs Group, JPMorgan Securities Limited, Morgan Stanley International Limited, UBS Group, Barclays Bank Limited, and Merrill Lynch International Limited rank in the top six among the top ten circulating shareholders. Anaida announced on October 18th that the company achieved revenue of 1.191 billion yuan in the first three quarters, a year-on-year increase of 2.90%; net income attributable to shareholders of the listed company was 84.966 million yuan, a year-on-year decrease of 20.23%. Anaida announced on September 11th the record of investor relations activities, with Number Nine being one of the company's major customers, and the products they cooperate with include electric bike motors, lawnmower motors, scooter motors, etc. At present, there is also cooperation in ebike motor products. Anaida believes that the growth potential in the North American market is very high, and the company has also made layout in the North American market, and some customers have already sampled in various sales channels.
Yihao New Material, mainly engaged in the research, production, and sales of high-quality water pipeline and related products, received QFII's newly added holding value of 57.8317 million yuan in the third quarter. From Yihao New Material's third-quarter report, UBS Group, Goldman Sachs Group, Morgan Stanley International Limited, Barclays Bank Limited, and JPMorgan Securities Limited respectively ranked third, fourth, fifth, sixth, and tenth among the top ten circulating shareholders. Yihao New Material announced on October 25th that the revenue for the first three quarters was 1.03 billion yuan, a year-on-year increase of 8.07%; the net loss attributable to the owners of the parent company was 14.1936 million yuan, narrowing from the net loss of 15.0931 million yuan in the same period last year. Yihao New Material stated on September 3rd on the investor interaction platform that the company is increasing its research and development efforts on copper foil materials for solid-state batteries. Yihao New Material announced on September 2nd that as of August 31st, the company had repurchased 3,271,742 shares through the special account for stock repurchase using centralized bidding trading, accounting for 1.94% of the company's current total share capital.
Qinglong Pipes Industry Group, mainly engaged in the research, production, and sales of high-quality water pipeline and related products, received QFII's newly added holding value of 87.7786 million yuan in the third quarter. According to Qinglong Pipes Industry Group's third-quarter report, Merrill Lynch International Limited, UBS Group, Barclays Bank Limited, Goldman Sachs Group, and JPMorgan Securities Limited respectively ranked third, fourth, fifth, eighth, and tenth among the top ten circulating shareholders. Qinglong Pipes Industry Group announced on October 25th that the revenue for the first three quarters was 1.728 billion yuan, a year-on-year increase of 41.1%; net profit was 0.113 billion yuan, a year-on-year increase of 933.53%. Qinglong Pipes Industry Group announced on October 14th that the company received the "Notification of Winning Bid" and became the successful bidder for Package 1 of a certain concrete protective layer prestressed steel pipe (PCCPD-C) and steel component pipe procurement, with a bid amount of 96.3234 million yuan. Qinglong Pipes Industry Group announced on September 27th that the company won the bid for a 0.729 billion yuan prestressed steel pipe procurement project.
