Back    Zoom +    Zoom -
<Research>CICC Lists CN Active Equity Funds' Heavy Positions in H Shares in 4Q25 (Table)
Recommend
169
Positive
265
Negative
130
CICC released a research report on the Hong Kong stock holdings by Mainland Chinese mutual funds, listing the “heavy holdings” of Hong Kong stocks by Mainland actively managed equity funds in 4Q25:

Stocks | No. of Funds Increasing Holdings vs 3Q25 | Market Value of Increased Holdings in 4Q25 ($)
TENCENT (00700.HK) | Down by 77 | -10.28 billion
BABA-W (09988.HK) | Down by 181 | -16.97 billion
SMIC (00981.HK) | Down by 125 | -9.02 billion
INNOVENT BIO (01801.HK) | Down by 83| -4.86 billion
CNOOC (00883.HK) | Up by 46| +1.95 billion

Related NewsCiti: CN Real Estate Faces Write-offs in 2025; Top Picks CHINA JINMAO, CHINA RES LAND, CHINA OVERSEAS
HUA HONG SEMI (01347.HK) | Down by 61 | -3.34 billion
3 3SBIO (01530.HK) | Down by 61 | -2.33 billion
CHINA MOBILE (00941.HK) | Up by 1| -1.44 billion
POP MART (09992.HK) | Down by 52 | -4.1 billion
SKB BIO-B (06990.HK) | Down by 8 | -1.55 billion

ZIJIN MINING (02899.HK)│Down by 3│+280 million
PING AN (02318.HK)│ Up by 49│+1.49 billion
MEITUAN-W (03690.HK)│Up by 39│+1.17 billion
AKESO (09926.HK)│Down by 29│-2.25 billion
CHINA LIFE (02628.HK)│Up by 41│+1.21 billion

CHINAHONGQIAO (01378.HK)│Up by 20 │+150 million
KUAISHOU-W (01024.HK)│Down by 50 │-2.6 billion
CPIC (02601.HK)│Up by 32 │+750 million
CMOC (03993.HK)│Up by 10 │-240 million
DUALITYBIO-B (09606.HK)│Up by 46 │+1.28 billion

Related NewsNomura Elevates Alibaba Group (BABA.US) TP to US$237, Keeps Buy Rating
YOFC (06869.HK)│Up by 25 │+1.02 billion
GEELY AUTO (00175.HK)│Up by 5 │+920 million
CCB (00939.HK)│Up by 4| -30 million
SD GOLD (01787.HK) │Down by 23| -770 million
ZHAOJIN MINING (01818.HK) │Down by 16| -300 million

YOURAN DAIRY (09858.HK) │Up by 32 | +820 million
CHINAGOLDINTL (02099.HK) │Up by 24 | +890 million
XIAOMI-W (01810.HK) │Down by 75| -6.67 billion
ZIJIN GOLD INTL (02259.HK) │Up by 42| +1.32 billion
J&T EXPRESS-W (01519.HK) │Up by 11| -100 million

BEONE MEDICINES (06160.HK) | Down by 9 | -1.48 billion
WUXI XDC (02268.HK) |Down by 17 | -990 million
ICBC (01398.HK) | Up by 4 | +30 million
CSPC PHARMA (01093.HK) | Down by 18 | -440 million
BEKE-W (02423.HK) | Up by 6 | -10 million

Related NewsM Stanley Lists Highest-conviction Thematic Opportunities in APAC (Including JP Stocks) (Table)
SHANGHAI FUDAN (01385.HK) |Down by 13 | -630 million
CHINA EAST AIR (00670.HK) | Up by 24 | +1.17 billion
BILIBILI-W (09626.HK) | Down by 5 | -320 million
MAO GEPING (01318.HK) | No change | +160 million
XPENG-W (09868.HK) | Down by 9 | -890 million

CHINA RES LAND (01109.HK) |Up by 2 | +200 million
HKEX (00388.HK) | Down by 24 | -1.26 billion
GOLDWIND (02208.HK) | Down by 9 | -360 million
TCL ELECTRONICS (01070.HK) | Up by 8 | No change
JIANGXI COPPER (00358.HK) | Up by 2 | +690 million

WUXI BIO (02269.HK) | Down by 7 | -1.02 billion
HSBC HOLDINGS (00005.HK) | Up by 2 | +340 million
CHALCO (02600.HK) | Up by 7 | +170 million
CHINA SOUTH AIR (01055.HK) | Up by 12 | +800 million

Related NewsJPM: Semiconductor & Equipment Industry's 4Q Results Likely in Line or Beat; Nvidia, Broadcom Rated Overweight

AASTOCKS Financial News
Website: www.aastocks.com