International traders have increased capital allocation to Chinese manufacturing, technology firms this year so far
2-MIN READ2-MIN ListenDaisy WuPublished: 11:17am, 13 Jul 2026Overseas capital has poured into China’s hard technology champions at an unprecedented pace, driving the market value of their mainland equity holdings to an all-time high by the end of this year’s second quarter.
Technology and advanced manufacturing companies now account for seven of the 10 largest foreign-held A-share positions, including the top three.
Goldman Sachs said the sector rotation reflected investors’ growing preference for onshore “hard-tech” companies over offshore “soft-tech” platforms, reiterating its tactical preference for A-share technology names in a July 13 research note.
