Northbound Capital Monthly Inflow Sets Record
In 2025, northbound capital has accelerated its inflow into the A-share market, with monthly net inflows exceeding 80 billion RMB, setting a historical record. Foreign investors allocation willingness toward A-shares has significantly increased.
Consumer Recovery Attracts Foreign Capital
Consumer recovery has become a key allocation target for northbound capital. Traditional consumer leaders in baijiu, home appliances and food & beverage have received tens of billions in foreign inflows. New consumption tracks like medical aesthetics and pet economy are also gaining attention.
New Energy Industry Chain Continues to Attract Capital
The new energy industry chain remains an important allocation direction. Leading companies in solar, wind, energy storage and EVs continue to receive foreign capital increases.
