QFII Enters Top 10 Shareholders of 14 Firms Including CATL in Q2, Holdings Valued at RMB 11.995 Billion

As of July 28, 2026, with the continued disclosure of interim reports, the holdings of the first batch of qualified foreign institutional investors (QFII) have come to light. QFII entered the top ten circulating shareholders of 14 listed companies, with a total market value of approximately RMB 11.995 billion. Specifically, QFII held more than 10 million shares in CATL and Jinko Technology, at 27.3666 million and 19.4441 million shares respectively; holdings in Zhonglan Environmental and Hainan Mining each exceeded 7 million shares; and holdings in Sushi Testing and Zhengtai Power each exceeded 4 million shares.

CATL achieved revenue of RMB 276.92 billion in the first half of 2026, up 54.8% year-on-year; net profit attributable to shareholders was RMB 43.28 billion, up 41.98%. UBS Group newly held 27.3666 million shares in the second quarter, marking its return to the company's top ten circulating shareholders after more than seven years since the end of 2018. In terms of holding changes, QFII added 14.1866 million shares in Jinko Technology and 6.6857 million shares in Zhonglan Environmental in the second quarter; reduced positions in Wohua Pharmaceutical and Youcai Resources by 5.623 million and 2.3224 million shares respectively; the remaining ten stocks were all new entries in the second quarter.

The performance of stocks increased by QFII was generally good. Jinko Technology achieved revenue of RMB 478 million in the first half, up 1.06% year-on-year; net profit attributable to shareholders was RMB 20.4138 million, turning from loss to profit. Zhonglan Environmental achieved revenue of RMB 242 million, down 16.94% year-on-year; net profit attributable to shareholders was RMB 7.329 million, up 30.22%. According to the order of interim reports and forecast medians, the first-half performance of these 14 companies held by QFII was generally positive. In terms of net profit changes, Haozhi Machinery and Youcai Resources saw net profit double, with increases of 266.57% and 103.87% respectively; China Special Gas, Hainan Mining, and Wohua Pharmaceutical all saw net profit growth exceeding 50%, at 95.63%, 82%, and 51.23% respectively; Jinko Technology turned from loss to profit year-on-year.

Haozhi Machinery achieved revenue of RMB 1.166 billion in the first half, up 65.86% year-on-year; net profit attributable to shareholders was RMB 232 million, up 266.57%. By business segment, the company's spindle products achieved sales revenue of RMB 816 million, up 79.73% year-on-year, accounting for 69.96% of main business revenue. Among them, sales volume and revenue of PCB drilling machine spindles, PCB forming machine spindles, lathe spindles, and CNC engraving and milling machine spindles all achieved significant year-on-year growth, becoming the main driver of performance growth. Youcai Resources achieved revenue of RMB 1.33 billion in the first half, up 7.87% year-on-year; net profit attributable to shareholders was RMB 82.5863 million, up 103.87%. Affected by the upward transmission of upstream raw material prices, the company's gross margin for related products improved; meanwhile, the company adopted an efficiency-oriented approach, optimized operations management, strengthened market expansion and R&D investment, and the benefits of the convertible bond fundraising projects gradually released, continuously enhancing the company's overall profitability.

Since the second quarter (as of July 27), margin financing funds added more than RMB 800 million to China Special Gas, CATL, and Haozhi Machinery, at RMB 1.823 billion, RMB 1.774 billion, and RMB 868 million respectively. China Special Gas recently stated that its current tungsten hexafluoride capacity is 2,000 tons per year, with a relatively high capacity utilization rate, and the company is orderly advancing capacity construction according to market demand.