With Chinese firms' 2026 interim reports complete, QFII positions are visible:
52 QFIIs appear among the top-10 tradable shareholders of 1,724 A-share
companies, holding a combined c.340 billion yuan—up more than 191.7 billion yuan
vs. end-Q1. QFIIs newly entered 950 stocks, increased stakes in 379 and cut
stakes in 371. Latest flows indicate a clear rebound in overseas investor
attention to the Chinese market. Market participants say policy implementation,
changes in listed-company earnings and overseas interest rates will drive the
timing of foreign allocation; over the medium-to-long term, further market
opening and more high-quality assets should increase RMB assets' appeal to
long-term offshore capital.
