A-Share Watchlist
Core Watchlist — A-share foreign-investor focus
Ticker Name Sector MSCI Northbound QFII Priority Notes
300750.SZ CATL Battery/storage Yes Top Yes Weekly+Dive Overseas storage, FCF 600519.SH Moutai Baijiu Yes Large Partial Biweekly Channel inventory 002594.SZ BYD EV/battery Yes Track Yes Weekly+Dive Blade, overseas, guarantees 600036.SH CMB Bank Yes Large Yes Biweekly NIM, wealth AUM 000333.SZ Midea Appliances Yes Large Yes Weekly Export mix, dividend 601318.SH Ping An Insurance Yes Large Yes Monthly NBV, solvency 601899.SH Zijin Gold/copper Yes Large Yes Weekly Price sensitivity, FX 300308.SZ Innolight Optical AI Yes Heavy Yes Weekly+Dive 1.6T ramp 002371.SZ NAURA Semi equip Yes Heavy Partial Weekly Substitution backlog 002475.SZ Luxshare Components Yes Large Yes Weekly Apple+auto 600900.SH Yangtze Power Hydro Yes Hold Partial Monthly Dividend defense 000858.SZ Wuliangye Baijiu Yes Large Partial Monthly Price band 600276.SH Hengrui Pharma Yes Hold Yes Monthly Pipeline, out-licensing 300760.SZ Mindray Devices Check Hold Yes Monthly ICU/IVD overseas 601398.SH ICBC State bank Yes Hold Partial Monthly Dividend, NPL 601288.SH ABC State bank Yes Hold Partial Monthly Rural NPL, yield 601166.SH Industrial Bank Joint bank Yes Hold Partial Biweekly Green loan NIM 601138.SH Foxconn Industrial AI server Yes Track Partial Weekly Cloud CapEx, margin
Theme Watchlist — cyclical / AI / grid / resources
Ticker Name Theme MSCI Northbound QFII Priority Notes
300274.SZ Sungrow Storage/inverter Yes Cycle Yes Weekly Global storage EPC 300502.SZ Eoptolink AI optics Yes Heavy Q2 Partial Weekly 800G/1.6T 300394.SZ Tianfu AI optics Check Heavy Q1 Yes Weekly Optical engine 688012.SH AMEC Semi equip Check Added Partial Weekly Etch/domestic fabs 688041.SH Hygon CPU substitution Yes Track Partial Monthly DC CPU ecosystem 688256.SH Cambricon AI chip Yes Volatile Limited Monthly(risk) Inference accelerator 688008.SH Montage AI semi Check Heavy Q2 Partial Weekly DDR5/MRCD 002463.SZ Huadian PCB AI PCB Check Added Partial Weekly High-layer server PCB 002028.SZ Siyuan Grid Check Top-10 Q1 Yes Weekly Transformers/export 600406.SH Nanrui Grid auto Check Hold Partial Monthly HVDC/digital grid 002714.SZ Muyuan Hog cycle Check Track Partial Monthly Cost/kg, FCF 600660.SH Fuyao Auto glass Check Hold Yes Monthly Overseas utilization
Independent A-share watchlist for public-filing research only. Not investment advice. MSCI/Northbound/QFII tags reflect latest reviewed quarter and are rechecked before each note; see /disclaimer/. Tags aggregate Daily Brief and Deep Dive archives.
