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<Research>BOC Lists Top 10 Stocks w/ Increased/ Reduced Holdings by Northbound Funds in 1Q (Table)
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130
(1) The table below lists the top 10 stocks in which northbound capital increased its holdings during 1Q26:

Stock│ Stake Increase (Change in Market Value of Shares Held) Amount (RMB)
CATL (300750.SZ)│51.478 billion
TFC (300394.SZ)│11.057 billion
KWEICHOW MOUTAI (600519.SH)│9.351 billion
EOPTOLINK (300502.SZ)│7.672 billion
ZHONGTIAN TECH (600522.SH)│7.317 billion
ZHONGJI INNOLIGHT (300308.SZ)│6.391 billion
SIEYUAN ELEC (002028.SZ)│5.273 billion
AMEC (688012.SH) │ 5.133 billion
CENTURY HUATONG (002602.SZ) │ 5.030 billion
YUANJIE TECHNOLOGY (688498.SH) │ 4.733 billion
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(2) The following table lists the top 10 stocks in which northbound capital reduced its holdings during 1Q26:

Stock│ Stake Decrease (Change in Market Value of Shares Held) Amount (RMB)
LUXSHARE PRECISION (002475.SZ)│9.478 billion
CAMBRICON (688256.SH)│7.289 billion
PING AN OF CHINA (601318.SH)│6.456 billion
FOXCONN INDUSTRIAL INTERNET (601138.SH)│6.124 billion
OMNIVISION (603501.SH)│6.092 billion
ZIJIN MINING (601899.SH)│5.115 billion
CMB (600036.SH)│4.315 billion
EASTROC BEVERAGE (605499.SH)│4.285 billion
FUYAO GLASS (600660.SH)│4.069 billion
CHALCO (601600.SH)│3.909 billion
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