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Macro US Stocks

640 Foreign Institutions Made 5,949 A-Share Company Visits Year to Date

Wind data shows 640 foreign institutions conducted 5,949 research visits to A-share listed companies year to date through September 27, with technology firms dominating the itinerary ahead of consumer and pharmaceutical names. The Shanghai Stock Exchange also organized a new round of onshore site visits for nearly 20 international asset managers from the UK, France and Singapore, aimed at drawing more medium- and long-term foreign capital into the market.

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AI take

The scale of foreign research activity suggests institutions are building fundamental coverage rather than trading headlines, with the technology tilt reflecting where global mandates see structural growth. The exchange's curated site visits point to a deliberate push to convert that interest into medium- and long-term allocations, a distinction that matters more than short-term flows. Whether the visit volume translates into sustained positioning is the open question, since research intensity and actual capital commitment have historically diverged in A-shares.

Generated by AI for reference only.

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