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          基金提前 布局享收 益加仓多 只医药股_www.forex21.cn

          时间:2018/4/19 13:15:50 点击:

            核心提示: 医药板块可谓今年A股市场最靓眼的板块之一,自2月9日大盘反弹以来至4月18日收盘,中证医疗指数区间累计涨幅已经达到22%左右。...
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          药板块可谓今年A股市场最靓眼的板块之一,自2月9日大盘反弹以来至4月18日收盘,中证医疗指数区间累计涨幅已经达到22%左右。而陆续披露的上市公司年报也显示,在去年四季度已有不少医药股获基金等机构明显加仓,代表如开立医疗、国药股份、通策医疗等,部分今年以前持续上涨的医药牛股则被减持落袋。

            多只医药股获增持

            以申万一级行业分类为标准,截至4月18日已有140余家归属于医药生物行业的上市公司公布了2017年年报。根据年报,从公募基金持仓情况来看,去年四季度末已有不少医药股被加仓,其中加仓股数占基金流通股的比例提升较高的个股包括开立医疗、国药股份、通策医疗、健友股份、长春高新、普利制药等。

          Medicine plate is one of the most beautiful A - share markets this year, since the market rebound in February 9th to April 18th closing, the CSI medical index range has risen to about 22%. The annual reports of listed companies also revealed that many medical stocks have been significantly added to the fund in the fourth quarter of last year.

          A number of medical shares have been increased

          According to the classification of Shen Yi grade industry, as of April 18th, more than 140 listed companies belonging to the pharmaceutical and biological industry announced their annual reports in 2017. According to the annual report, from the public fund holding situation, many medical stocks have been added at the end of the fourth quarter of last year. Among them, the proportion of the number of additional stocks in the fund circulation share is higher, including the opening of medical treatment, the national drug stock, Tongce medical, the joint-stock, Changchun high tech, PRI, and so on.

            开立医疗前十大流通股东名单显示,共有7只公募基金和2只基金专户出现,其中3只公募基金和2只基金专户为新进股东,中欧中小盘买入269万股成为第1大流通股东,流通股数占比达到了6.73%,中欧新动力、大成互联网分别新买入110万股和55万股,分别为第4和第10大流通股东。大成价值增长、广发医疗保健、嘉实医疗、大成精选均在去年四季度有所增持。而在去年三季度末,开立医疗第1和第10大流通股东的持股数分别只有184万股和31万股,可见四季度在机构增持背景下,筹码集中度进一步提高。

            国药股份则获两只社保基金增持,全国社保基金一零三组合去年四季度增持了187万股,总持股数为1300万股,成为第2大流通股东,六零四组合则新买入466万股。公募基金中,汇丰晋信双核策略买入675万股,也新进成为十大流通股东之一。而三季度末持有367万股和316万股的一一零组合、四一二组合则因持股数较少被挤出前十大流通股东席位,无法判断是否减持。但无可否人,国药股份是社保基金最喜欢的个股之一。

            通策医疗同样获多家机构增持。嘉实害怕长收益和汇添富医疗在去年四季度均增持该股220万股以上,嘉实领先成长、嘉实优化红利则新买入433万股和352万股。社保基金一一八组合也增持了100万股。

          The list of the ten largest circulation shareholders before the opening of medical treatment showed that there were 7 public funds and 2 fund special households, of which 3 public funds and 2 fund households were new shareholders, and 2 million 690 thousand shares were bought into first circulation shareholders in China and Europe. The number of circulation shares was 6.73%, China Europe new power and the Dacheng Internet bought 1 respectively. 100 thousand shares and 550 thousand shares are fourth and 10 largest circulation shareholders respectively. Dacheng value growth, GF health care, harvest medical, and Dacheng selection were increased in the fourth quarter of last year. At the end of the three quarter of last year, only 1 million 840 thousand shares and 310 thousand shares were held in the first and the 10 largest circulation shareholders, which showed that the concentration degree of the four seasons was further enhanced under the background of institutional increase.

          The national drug stock was held up by two social security funds. The 103 combination of the national social security fund increased 1 million 870 thousand shares in the fourth quarter of last year, with a total share of 13 million shares, the second largest circulation shareholder and the 604 combination of 4 million 660 thousand shares. In the public offering fund, the HSBC Jinxin dual core strategy has bought 6 million 750 thousand shares, and has also become one of the ten largest tradable shareholders. At the end of the three quarter, the 110 and 412 combination of 3 million 670 thousand shares and 3 million 160 thousand shares, and the 412 combination, could not be judged to be reduced by the number of holders of the ten largest shares before being squeezed out. But no one can deny anyone. The shares of state medicine are among the most popular stocks of social security funds.

          Tong CE medical treatment also gained a number of institutional increase. Jiashi fear long income and Huijia rich medical care in the fourth quarter of the increase of the share of the stock of more than 2 million 200 thousand shares, the leading growth, Jiashan optimizes the dividend is a new purchase of 4 million 330 thousand shares and 3 million 520 thousand shares. The 118 combination of social security funds also increased 1 million shares.

            持续上涨股被落袋为安

            上述被基金增持较多的个股中,不少个股今年以来股价表现出色。例如开立医疗、通策医疗今年以来截至4月18日的股价涨幅均在28%左右,健友股份、普利制药的涨幅则分别达到25%和8%。

            但也有一些医药股被错过。例如4月16日片仔癀公布年报显示,截至去年四季度末,全国社保基金一零四组合、四一四组合分别减持了312万股和64万股,持股数均有所减少。而今年以来片仔癀股价上涨行情启动,截至4月16日累计涨幅近40%。2017年片仔癀营业收入增长60.85%,净利润增长50.53%。不过,由于片仔癀股价近三年来持续上涨,已经超越了2015年牛市时的水平,因此上述机构的减持有落袋为安的意味。

          Rising stocks are secured

          Many of the stocks raised by the fund are outstanding in stock prices this year. For example, the rise of the stock price up to April 18th has been around 28%, with the increase of 25% and 8% respectively.

          But there are some medical stocks that have been missed. For example, the annual report of April 16th shows that by the end of the fourth quarter of last year, the 104 and 414 portfolios of the national social security fund have been reduced by 3 million 120 thousand shares and 640 thousand shares respectively, and the number of shares has decreased. Since this year, pientzehuang shares rose market started, as of April 16th the cumulative increase of nearly 40%. 60.85% growth pientzehuang 2017 operating income, net profit growth of 50.53%. However, as the stock price continues to rise over the past three years, it has surpassed the level of the bull market in 2015, so the above agency's reduction in its holdings is the meaning of ANN.

            柳州医药虽然也被基金大举减持,但年内股价仍然强势上涨。年报显示,去年四季度末,其前十大流通股东席位上只剩下3只公募基金,包括汇添富医疗服务、中欧新趋势、国投瑞银医疗保健,而在去年三季度末,共有9只公募基金在列,汇添富、中欧、长城、银河、华夏旗下数只基金于四季度退出。从股价走势来看,2017年柳州医药持续调整,上述退出的基金或是割肉止损。今年2月以来,柳州医药股价强劲反弹,年内股价累计上涨了9%左右。

            此外,凯普生物、花园生物、塞力斯等也被减持。作为去年四月上市的凯普生物,被公募基金等机构减持从股价表现上推测或是出于落袋为安考虑,去年四季度有2只公募基金和3只信托从凯普生物前10大流通股东席位上退出。花园生物属于此例的可能性也较大。

          Although Liuzhou medicine was also largely reduced by the fund, its share price continued to rise strongly during the year. The annual report showed that at the end of the fourth quarter of last year, only 3 public funds were left in the top ten largest circulation shareholders, including medical service, the new trend of China and Europe, and the medical care of UBS, while at the end of the three quarter, there were 9 public funds in the list, and the number of funds from Huibin Fu, Central Europe, the Great Wall, milky way and Huaxia was four. Quits in the quarter. From the price trend, 2017 Liuzhou medicine continue to adjust, the withdrawal of funds or resort to stop. Since February this year, the share price of Liuzhou pharmaceuticals has rebounded strongly, and the share price has risen by about 9% during the year.

          In addition, biology, biology, Sailisi Cape garden also being underweight. In April last year, there were 2 public funds and 3 trusts withdrawing from the top 10 largest holders of Kip. The possibility of this large biological garden belongs to.

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