Overseas institutional shareholdings disclosed! Including the United States, the United Kingdom, Japan, Germany, Singapore, and the Cayman Islands

Currently, overseas institutions directly hold shares in over 130 A-share stocks, spanning countries and regions including the United States, the United Kingdom, Japan, Germany, Singapore, the Cayman Islands, Canada, Bermuda, and Australia. Their top holdings are concentrated in sectors such as traditional Chinese medicine, pharmaceuticals, medical devices, integrated circuits, electronic equipment manufacturing, automobiles and auto parts, and banking. The relevant stocks are listed below: Page 1 Includes: Weichai Power, BeiGene (Amgen holds 246 million shares, representing 17.53% of total shares outstanding, with a holding value of RMB 57.1 billion), Wanhua Chemical, Shanghai Leshi, Yaopi Glass, Foxconn Industrial Internet, Hangzhou Bank (Commonwealth Bank of Australia holds 5.19%), Daquan Energy, Jinko Technology, Chengdu Bank, Chuan Yi Instrumentation, Thundersoft, Supor, and Advanced Micro-Fabrication Equipment. Page 2 Includes: Canadian Solar (Canadian Solar Inc.), Reliable Medical, Bank of Beijing (ING Bank N.V. holds 13.03%), Huiyi Electronics, Shanghai Bank, Ascentage Pharma, Huiyi Electronics, VeriSilicon, Shanghai Belling, Huaxin Cement, Shanghai Hejing, Longteng Optoelectronics, and COFCO Technology. Page 3 Includes: Qilu Bank, Chongqing Brewery, Chengdu Huawei (China Electronics Technology Group Corporation’s subsidiary China Electronics Semiconductor holds 18.17%), Runfeng Chemical, China XD Electric, Hanbell Precision Machinery, Anlogic, Autobio, Jiuzhitong, China New Town Development Group, Hanbell Precision Machinery, Yiton Electronics, Dongfang Shenghong (Citibank, N.A. holds 4.19%), Jiangling B (Ford Motor Company holds 32%), TianShun Wind Energy, and Weifu High-Technology. Page 4 Includes: Sichuan Shuangma, Kinglong, Hailiang Group, Hongxun Technology, Jifeng Group, Sanxiang New Materials (Nagasho Trading Co., Ltd. of Japan holds 20.09%), Sanda Membrane, Jinyi Enterprise, Huafeng Co., Oufu Egg Industry, Yuexin Health, Quick Intelligent, and Hongchang Electronics.

2025.12.04 Linde Q3 2025 Earnings Report

[First Secure, Then Analyze] Series Initial coverage of $LIN. A Nasdaq-100 constituent and the largest-weighted stock in the SPDR Materials Select Sector ETF (XLB); industry leader in industrial gases. Key highlights from earnings report, presentation materials, and earnings call: ・ Consumer demand (Linde classifies the electronics sector as part of the consumer market) remains resilient, primarily driven by semiconductor manufacturing—especially at advanced process nodes. ・ Industrial demand remains cyclically weak; Chemicals & Energy (C&E) segment saw sequential decline. ・ Current backlog stands at $10 billion. ・ Anticipates continued expansion of U.S. steel and metals industries due to tariff impacts. ・ Demand for industrial gases from commercial spaceflight is growing at double-digit rates. ・ Majority of current potential projects originate from the Americas and Asia. Have virtually no background in the chemical industry; the earnings call transcript appears far more interesting than the 10-Q filing. At a share price of approximately $410, the forward P/E ratio stands at 25—reasonable valuation for an industry leader delivering +3% revenue growth and +6% EPS growth.

Canandaigua National Bank Acquires 3,533 Shares of Linde PLC

15 hours ago

Canandaigua National Bank acquired 3,533 shares of Linde PLC worth approximately $1.68 million. Linde reported strong Q3 earnings with $9.29 billion revenue and optimistic fiscal 2026 guidance.

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