基金二季度新进78股电子行业成新目标.docx

基金二季度新进78股电子行业成新目标.docx

《基金二季度新进78股电子行业成新目标.docx》由会员分享，可在线阅读，更多相关《基金二季度新进78股电子行业成新目标.docx（20页珍藏版）》请在冰点文库上搜索。

基金二季度新进78股电子行业成新目标

基金二季度新进78股电子行业成新目标

据证券时报数据部统计，截至到目前为止，共有24家基金公司的279只基金公布了二季度报告，从已知数据来看，其中有87只个股在第二季度被基金增持，其中增持比例最高的个股为长方照明，增持比例为26189.36%，该股比例高是因为基数较低。

而万顺股份、洲明科技、浙报传媒、银邦股份、旋极信息、万邦达、双塔食品、勤上光电、汉鼎股份等9只个股为基金持股占流通A股比例较高且增持幅度也非常大的个股。

这类个股成为名副其实的第二季度高比例增持的重仓股。

尽管目前仅有不到两成的基金公布了二季报，但数据显示，已有78只个股成为今年第二季度基金新进个股，其中南大光电、阳光电源和北信源三只个股被基金持有的比例最高，均在5%以上。

经过统计发现，基金新进个股在行业分类上具有明显特点，在持股比例前8名的个股中，有6只属于电子行业，可见基金第二季度把新的目标放在了该行业上。

基金二季度新进个股持股比例排名代码简称基金只数持股数（万股）占已流通A股比（%）持股市值（万元）收盘价（元）证监会行业300346南大光电7215.538.579043.8338.68电子300274阳光电源1907.826.4314670.3416.91机械设备300352北信源1189.945.694226.1527.16信息技术002660茂硕电源2502.374.435912.9011.77电子300014亿纬锂能3636.614.1515024.0531.59电子600366宁波韵升62023.593.9331952.5616.77电子600401海润光伏21202.573.906974.936.48电子300296利亚德2136.013.631594.0313.18电子300066三川股份1380.943.593923.689.85机械设备002070众和股份11562.373.5912389.566.61纺织服装601908京运通2601.692.923574.026.31机械设备300303聚飞光电1351.312.855603.3719.89电子002460赣锋锂业1215.422.734179.1722.61金属非金属600998九州通11190.002.3013792.1012.15批发零售002185华天科技51361.462.1010524.068.18电子000925众合机电1600.001.994764.008.96机械设备300349金卡股份243.921.951792.1850.00信息技术002658雪迪龙159.991.742087.5717.02机械设备002226江南化工4262.691.723078.7812.49石油化工002699美盛文化139.001.66858.0025.00造纸印刷002615哈尔斯152.001.59739.4316.02金属非金属300353东土科技119.991.49638.5021.17信息技术000748长城信息1436.841.164001.449.85信息技术000920南方汇通2485.401.153878.349.38机械设备300342天银机电123.950.96425.0721.36电子300336新文化122.940.96889.2542.12传播文化600851海欣股份2638.000.864638.267.80纺织服装002411九九久1189.070.771041.796.50石油化工000712锦龙股份5170.110.762992.2818.93电力002618丹邦科技147.710.731009.9426.25电子300258精锻科技149.690.70521.7910.41机械设备002605姚记扑克138.000.69554.7417.90造纸印刷002238天威视讯1203.290.632175.1812.06传播文化000665湖北广电182.240.60865.9412.95传播文化000061农产品1807.990.594856.057.02批发零售600728佳都新太3180.030.552162.1314.18信息技术300271华宇软件150.990.55911.2420.59信息技术002532新界泵业123.890.53400.4017.89机械设备000719大地传媒140.080.46385.199.61传播文化002443金洲管道148.570.33387.117.81金属非金属600198大唐电信1144.470.331872.3213.92信息技术300135宝利沥青161.290.30373.275.88石油化工300177中海达125.000.28445.0021.88信息技术002312三泰电子131.780.26503.067.82信息技术002426胜利精密228.280.23364.7714.09电子002527新时达121.100.22389.3310.63机械设备300001特锐德136.580.22545.0916.16机械设备002181粤传媒142.750.20371.969.86传播文化002219独一味275.880.181453.0420.39医药生物600167联美控股134.480.16388.3011.94电力300012华测检测128.000.16323.6612.99社会服务600497驰宏锌锗3198.530.121935.709.58采掘业601179中国西电2473.460.111448.793.28电力300183东软载波15.000.09140.8928.47信息技术000006深振业A1100.000.07426.004.28房地产300077国民技术117.500.07268.4518.22电子600428中远航运190.000.05271.802.98交通运输600432吉恩镍业134.350.04299.218.79金属非金属002214大立科技16.000.0457.9010.75电子002297博云新材15.660.0464.818.02机械设备000540中天城投444.140.03309.457.27房地产000422湖北宜化127.650.03186.676.85石油化工600149廊坊发展110.370.0364.506.59机械设备000682东方电子120.900.0252.882.81信息技术600716凤凰股份113.990.0267.864.87房地产600251冠农股份15.860.0280.9721.51食品饮料002048宁波华翔17.000.0258.528.15机械设备000878云南铜业119.380.01188.009.66金属非金属600151航天机电18.760.0163.867.57机械设备002479富春环保13.060.0122.277.26电力300127银河磁体10.180.002.9018.19电子300195长荣股份10.110.002.4526.08机械设备300148天舟文化10.150.002.0514.50传播文化300143星河生物10.200.001.628.42农林牧渔601801皖新传媒12.180.0022.7311.44传播文化300053欧比特10.210.002.2310.42电子300204舒泰神10.080.002.3030.10医药生物601005重庆钢铁11.150.003.092.85金属非金属最新基金二季度增持排名代码简称基金只数持股数（万股）占已流通A股比（%）比一季末增减（%）持股市值（万元）收盘价（元）证监会行业300301长方照明232.860.4926189.36462.6912.55电子601898中煤能源1399.990.048895.451955.964.92采掘业002620瑞和股份117.900.347059.28277.7815.70建筑业000027深圳能源1100.410.105183.62505.065.26电力300057万顺股份31377.407.714863.2119765.6312.28金属非金属601991大唐发电64573.990.462481.9023510.325.38电力002701奥瑞金167.400.882146.501900.5430.95金属非金属000012南玻A71923.181.481723.1017827.858.89金属非金属300232洲明科技2400.4810.00982.394757.7411.69电子600633浙报传媒41210.547.96801.9526111.2729.89传播文化002648卫星石化18.780.09778.43192.9922.76石油化工600418江淮汽车42901.472.71776.2720397.347.66机械设备300284苏交科2158.721.20621.771741.2110.57社会服务600481双良节能3192.630.24578.911371.538.28机械设备002646青青稞酒2146.060.93569.072956.2022.65食品饮料002011盾安环境2402.560.48549.314081.9610.17机械设备300159新研股份191.911.97493.101546.8417.18机械设备300207欣旺达1255.603.37482.224524.1120.92机械设备002465海格通信183.180.98469.752491.1433.77信息技术002317众生药业4539.292.45418.1311848.1023.47医药生物600486扬农化工1160.000.93411.175619.1839.76石油化工000800一汽轿车95797.234.11375.3671305.8813.65机械设备600880博瑞传播6698.511.69353.1512314.7624.03传播文化002004华邦颖泰51858.855.83329.4026191.2215.62医药生物600088中视传媒3536.411.62322.607665.2914.29传播文化300337银邦股份31405.5330.03317.6935222.6628.95金属非金属002683宏大爆破1614.975.81261.7514654.7826.84采掘业300324旋极信息2317.039.66252.905611.5124.59信息技术300298三诺生物210.050.30236.36445.7247.78机械设备300137先河环保195.290.85232.961780.0715.81机械设备002305南国置业52016.213.38217.1716633.778.39房地产000716南方食品1514.003.00215.796322.2012.82食品饮料002138顺络电子3868.782.76213.2815637.9919.14电子300055万邦达91904.2414.27194.6974455.9540.10社会服务000726鲁泰A120.000.04179.67168.779.12纺织服装600686金龙汽车102966.576.70179.1427737.479.01机械设备002262恩华药业6535.371.95157.3111911.9126.55批发零售002148北纬通信114.090.17155.72459.9042.10信息技术002481双塔食品2988.439.44151.5821152.4310.61食品饮料002234民和股份5855.034.06147.297182.2610.55农林牧渔000729燕京啤酒32466.550.99122.3014084.035.92食品饮料601928凤凰传媒5587.140.89117.004937.8610.28传播文化002638勤上光电83144.7613.63108.4043429.1813.95机械设备600705中航投资2108.170.18108.131515.4015.77综合类300300汉鼎股份31172.3519.61107.9016530.1516.32信息技术300145南方泵业3291.765.3694.527139.4026.70机械设备000584友利控股1154.860.3893.581757.7111.46石油化工600490中科合臣172.110.1592.29654.7610.50石油化工600089特变电工82176.190.8391.6317518.368.48机械设备600521华海药业64460.835.7787.8268027.6716.50医药生物002501利源铝业2319.531.5884.913789.6612.71金属非金属002508老板电器1849.369.1583.4127706.2636.00机械设备002421达实智能2712.553.5683.2311856.8917.60信息技术300285国瓷材料3257.9316.5380.2113028.1563.50石油化工600446金证股份4943.243.5970.5910988.7515.17信息技术002073软控股份2915.701.4969.647682.729.52信息技术002369卓翼科技164.550.7067.20941.1216.20信息技术600525长园集团1819.990.9567.085051.177.24电子300139福星晓程1153.923.6852.953255.4622.16电子002104恒宝股份8689.902.0350.848906.5615.94电子300133华策影视31494.906.7648.3136520.4424.43传播文化000848承德露露82733.306.8144.8662073.3125.49食品饮料300115长盈精密8339.943.1544.8410925.7333.50电子002221东华能源42061.814.6142.5922020.1011.45批发零售000725京东方A334494.392.9842.1076577.552.44电子300309吉艾科技1199.153.4840.863286.0519.09采掘业002628成都路桥1155.700.8539.021307.929.60建筑业000550江铃汽车5971.911.8834.2114879.9515.68机械设备300253卫宁软件9892.6817.8532.6436242.7248.63信息技术002271东方雨虹92082.4210.3931.9738524.8223.28金属非金属600600青岛啤酒63444.814.9529.41130833.8738.80食品饮料000933神火股份1519.990.3128.412319.165.00金属非金属002653海思科61143.559.0525.1932591.1828.76医药生物300074华平股份8751.125.9925.1313595.1922.43信息技术601126四方股份174.310.4922.661073.7515.53机械设备600754锦江股份2799.241.7919.1010046.3912.10社会服务600516方大炭素159.540.0414.41482.318.65金属非金属601588北辰实业24359.361.6412.7011813.872.99房地产300252金信诺4315.028.2511.606927.3617.01机械设备000926福星股份1460.380.8710.303319.357.44房地产600416湘电股份2944.541.557.454524.325.35机械设备002008大族激光11661.701.767.4218594.4211.69机械设备300080新大新材1873.403.946.435432.546.40金属非金属002341新纶科技31308.8410.194.8821019.9116.92石油化工300199翰宇药业2576.353.114.876403.2314.40医药生物600597光明乳业107757.467.433.34104648.0817.98食品饮料002604龙力生物31238.166.871.1917804.7315.51食品饮料

以下内容为繁体版據證券時報數據部統計，截至到目前為止，共有24傢基金公司的279隻基金公佈瞭二季度報告，從已知數據來看，其中有87隻個股在第二季度被基金增持，其中增持比例最高的個股為長方照明，增持比例為26189.36%，該股比例高是因為基數較低。

而萬順股份、洲明科技、浙報傳媒、銀邦股份、旋極信息、萬邦達、雙塔食品、勤上光電、漢鼎股份等9隻個股為基金持股占流通A股比例較高且增持幅度也非常大的個股。

這類個股成為名副其實的第二季度高比例增持的重倉股。

盡管目前僅有不到兩成的基金公佈瞭二季報，但數據顯示，已有78隻個股成為今年第二季度基金新進個股，其中南大光電、陽光電源和北信源三隻個股被基金持有的比例最高，均在5%以上。

經過統計發現，基金新進個股在行業分類上具有明顯特點，在持股比例前8名的個股中，有6隻屬於電子行業，可見基金第二季度把新的目標放在瞭該行業上。

基金二季度新進個股持股比例排名代碼簡稱基金隻數持股數（萬股）占已流通A股比（%）持股市值（萬元）收盤價（元）證監會行業300346南大光電7215.538.579043.8338.68電子300274陽光電源1907.826.4314670.3416.91機械設備300352北信源1189.945.694226.1527.16信息技術002660茂碩電源2502.374.435912.9011.77電子300014億緯鋰能3636.614.1515024.0531.59電子600366寧波韻升62023.593.9331952.5616.77電子600401海潤光伏21202.573.906974.936.48電子300296利亞德2136.013.631594.0313.18電子300066三川股份1380.943.593923.689.85機械設備002070眾和股份11562.373.5912389.566.61紡織服裝601908京運通2601.692.923574.026.31機械設備300303聚飛光電1351.312.855603.3719.89電子002460贛鋒鋰業1215.422.734179.1722.61金屬非金屬600998九州通11190.002.3013792.1012.15批發零售002185華天科技51361.462.1010524.068.18電子000925眾合機電1600.001.994764.008.96機械設備300349金卡股份243.921.951792.1850.00信息技術002658雪迪龍159.991.742087.5717.02機械設備002226江南化工4262.691.723078.7812.49石油化工002699美盛文化139.001.66858.0025.00造紙印刷002615哈爾斯152.001.59739.4316.02金屬非金屬300353東土科技119.991.49638.5021.17信息技術000748長城信息1436.841.164001.449.85信息技術000920南方匯通2485.401.153878.349.38機械設備300342天銀機電123.950.96425.0721.36電子300336新文化122.940.96889.2542.12傳播文化600851海欣股份2638.000.864638.267.80紡織服裝002411九九久1189.070.771041.796.50石油化工000712錦龍股份5170.110.762992.2818.93電力002618丹邦科技147.710.731009.9426.25電子300258精鍛科技149.690.70521.7910.41機械設備002605姚記撲克138.000.69554.7417.90造紙印刷002238天威視訊1203.290.632175.1812.06傳播文化000665湖北廣電182.240.60865.9412.95傳播文化000061農產品1807.990.594856.057.02批發零售600728佳都新太3180.030.552162.1314.18信息技術300271華宇軟件150.990.55911.2420.59信息技術002532新界泵業123.890.53400.4017.89機械設備000719大地傳媒140.080.46385.199.61傳播文化002443金洲管道148.570.33387.117.81金屬非金屬600198大唐電信1144.470.331872.3213.92信息技術300135寶利瀝青161.290.30373.275.88石油化工300177中海達125.000.28445.0021.88信息技術002312三泰電子131.780.26503.067.82信息技術002426勝利精密228.280.23364.7714.09電子002527新時達121.100.22389.3310.63機械設備300001特銳德136.580.22545.0916.16機械設備002181粵傳媒142.750.20371.969.86傳播文化002219獨一味275.880.181453.0420.39醫藥生物600167聯美控股134.480.16388.3011.94電力300012華測檢測128.000.16323.6612.99社會服務600497馳宏鋅鍺3198.530.121935.709.58采掘業601179中國西電2473.460.111448.793.28電力300183東軟載波15.000.09140.8928.47信息技術000006深振業A1100.000.07426.004.28房地產300077國民技術117.500.07268.4518.22電子600428中遠航運190.000.05271.802.98交通運輸600432吉恩鎳業134.350.04299.218.79金屬非金屬002214大立科技16.000.0457.9010.75電子002297博雲新材15.660.0464.818.02機械設備000540中天城投444.140.03309.457.27房地產000422湖北宜化127.650.03186.676.85石油化工600149廊坊發展110.370.0364.506.59機械設備000682東方電子120.900.0252.882.81信息技術600716鳳凰股份113.990.0267.864.87房地產600251冠農股份15.860.0280.9721.51食品飲料002048寧波華翔17.000.0258.528.15機械設備000878雲南銅業119.380.01188.009.66金屬非金屬600151航天機電18.760.0163.867.57機械設備002479富春環保13.060.0122.277.26電力300127銀河磁體10.180.002.9018.19電子300195長榮股份10.110.002.4526.08機械設備300148天舟文化10.150.002.0514.50傳播文化300143星河生物10.200.001.628.42農林牧漁601801皖新傳媒12.180.0022.7311.44傳播文化300053歐比特10.210.002.2310.42電子