Ping An of China and BYD were among the top 10 heavy stocks of public funds in the third quarter, and Ping An of China, CATL and Kweichow Moutai received the largest market capitalization.

On October 25, the third quarter report of the public fund in 2024 has been fully disclosed, and the latest data from Wind shows that in the third quarter report of 2024, the top ten heavy stocks of the public fund are: Kweichow Moutai (600519. SH), CATL (300750. SZ), Ping An of China (601318. SH), Midea Group (000333. SZ), Wuliangye (000858. SZ), Zijin Mining (601899. SH), China Merchants Bank (600036. SH), BYD (002594. SZ), Yangtze River Electric Power (600900. SH), Lixun Precision (002475. SZ）。

The 11th to 20th largest heavy stocks are: Sungrow Power Supply (300274. SZ), Zhongji InnoLight (300308. SZ), Hengrui Pharmaceutical (600276. SH), Mindray Medical (300760.HK) SZ), SMIC (688981. SH), Oriental Fortune (300059. SZ), Haiguang Information (688041. SH), Xinyisheng (300502. SZ), Shanxi Fenjiu (600809. SH), Luzhou Laojiao (000568. SZ）。

Compared with the end of the second quarter, Ping An of China and BYD entered the top 10 heavy stocks, and Mindray Medical (300760. SZ), Zhongji InnoLight withdrew. Kweichow Moutai and CATL continued to be the first and second largest heavy stocks.

On the whole, the top 10 heavy stock targets of public funds in the third quarter were mainly distributed in the major industry sectors of consumption, industry and materials, finance and information technology.

In addition, from the perspective of increasing holdings, Wind data shows that as of the end of the third quarter, the three stocks with the largest market value of public funds were Ping An of China, CATL, and Kweichow Moutai, with an increased market value of 18.009 billion yuan, 11.845 billion yuan, and 9.037 billion yuan respectively; Midea Group, BYD, China Merchants Bank, Sungrow, Haiguang Information, Industrial Bank (601166. SH), Gree Electric (000651. SZ) and Xinyisheng both increased their holdings by more than 3 billion yuan.

In terms of reducing holdings, according to Wind data, as of the end of the third quarter, the three stocks with the largest market value of public funds were China Mobile (600941. SH), Luzhou Laojiao, Weichai Power (000338. SZ), the market value of the reduction was 2.895 billion yuan, 2.634 billion yuan, and 2.619 billion yuan respectively; Mindray Medical, Montage Technology (688008. SH) were reduced by more than 2 billion yuan.