上半年将收官 关注基金重仓股行情

　　数据说话

　　周三，沪指大涨超过百点，短线市场做多热情再度激发。本周是上半年最后一个交易周，按照以往基金拉净值的惯例，在剩下的周四、周五两个交易日内，基金重仓股异动的几率比较大。

　　以往每到6月或12月的最后一两个交易日都是基金重仓股频频异动的时候。 今年上半年行情火爆，相当一部分基金重仓股都有翻番表现，不过水涨船高，为了半年报业绩更加靓丽，争取排名更加靠前，不排除部分基金在短期内有拉高重仓股的做账行情冲动。本轮调整，个股又现大面积跌停，不少还创出“5.30”以来新低，市场集聚短线技术性反弹的动能，周三大盘重演了周二尾市反弹的走势，在大盘蓝筹股整体走稳的情况下，基金重仓股纷纷走强，股指午后快速拉升。从上轮调整来看，不少基金重仓股调整时抗跌、反弹时迅猛，已经让投资者见识到其良好的股性，而目前又值上市公司半年报即将披露的时候，基金重仓股的业绩增长也值得期待，存在着进一步拉升的可能，因此基金重仓股应该是近期比较稳健的选择。(周韬)

　　代码 名称 今年一季基金持股比例(%) 近2日区间涨跌幅(6.20-6.25)(%) 年涨跌幅(%) 去年年报每股收益(元) 今年一季每股收益(元)

　　涨跌幅(%)

　　002008大族激光38.857.76-15.5374.850.3700.087

　　002018华星化工25.3311.30-20.39131.930.3400.044

　　002021中捷股份25.206.59-17.7589.510.4000.160

　　002022科华生物28.978.44-5.30134.570.5300.156

　　002024苏宁电器66.183.73-7.08124.141.0000.175

　　002028思源电气35.792.35-8.00115.681.3500.168

　　002029七匹狼34.340.97-12.1858.750.4700.181

　　002032苏泊尔34.373.86-7.86101.910.5800.219

　　002038双鹭药业25.535.72-14.93325.940.6080.263

　　002045广州国光42.976.10-20.2525.440.4200.078

　　002056横店东磁33.687.34-15.8463.510.7200.168

　　002061江山化工33.745.87-7.9388.480.5700.026

　　002068黑猫股份34.0918.91-16.5989.670.6200.084

　　002069獐子岛38.402.80-10.5612.781.4800.367

　　002070众和股份31.34-4.20-10.6648.070.508-0.013

　　002073青岛软控40.967.59-20.3846.481.2400.226

　　002076雪莱特28.6611.79-14.05109.700.4280.075

　　002078太阳纸业31.535.18-16.3593.991.0600.215

　　002081金螳螂41.927.44-14.8577.880.6700.175

　　002083孚日股份28.655.42-19.84128.680.3100.089

　　002084海鸥卫浴27.685.38-14.7150.470.6580.172

　　002093国脉科技40.6311.48-10.63208.260.4450.187

　　002106莱宝高科29.488.20-8.08117.601.0840.221

　　002116中国海诚41.715.46-14.81270.340.3730.080

　　002120新海股份26.875.33-13.41330.510.5600.085

　　600000浦发银行45.482.062.4381.370.7700.225

　　600005武钢股份47.210.89-7.2065.610.4970.180

　　600022济南钢铁36.706.20-10.99125.130.7700.263

　　600030中信证券34.393.17-11.01109.050.8000.421

　　600031三一重工34.41-0.958.34184.421.1600.763

　　600036招商银行38.881.443.5354.770.4800.167

　　600037歌华有线29.334.05-3.4494.180.6500.091

　　600048保利地产36.434.04-0.19125.051.2000.142

　　600055万东医疗27.140.33-20.41204.360.2050.025

　　600089特变电工30.482.1446.37124.510.5070.177

　　600118中国卫星29.52-0.11-13.1578.950.2400.065

　　600143金发科技42.971.9010.82115.150.9600.110

　　600150沪东重机56.771.96-0.21323.171.0190.385

　　600206有研硅股30.250.007.37212.920.1200.105

　　600230沧州大化28.734.66-22.44124.360.3900.232

　　600258首旅股份27.42-0.44-0.68206.270.3410.148

　　600268国电南自32.785.16-16.7173.330.3890.003

　　600271航天信息53.801.342.2145.771.1400.264

　　600276恒瑞医药52.515.37-4.7790.750.6230.170

　　600280南京中商25.214.09-13.0378.510.3900.111

　　600290华仪电气26.5115.12-8.61228.580.0150.074

　　600298安琪酵母36.715.176.55142.160.5640.155

　　600299星新材料40.943.97-7.77169.090.5570.114

　　600305恒顺醋业32.663.04-20.2751.520.3400.076

　　600309烟台万华44.174.07-1.04121.460.7000.270

　　600312平高电气33.215.49-11.4466.930.4300.076

　　600315上海家化47.153.77-4.92121.280.4200.115

　　600325华发股份25.254.05-15.13132.870.5500.175

　　600327大厦股份38.358.10-19.4037.950.2250.088

　　600332广州药业27.197.03-23.0583.530.2800.093

　　代码名称今年一季基金持股比例(%)近2日区间涨跌幅(6.20-6.25)(%)年涨跌幅(%)去年年报每股收益(元)今年一季每股收益(元)

　　涨跌幅(%)

　　600360华微电子34.723.52-11.6847.690.5100.108

　　600361华联综超46.696.41-18.2424.380.4500.145

　　600386*ST北巴25.9010.240.0083.11-0.860-0.031

　　600396金山股份32.628.25-12.67202.910.2500.184

　　600406国电南瑞26.081.22-1.9461.240.5200.027

　　600426华鲁恒升29.165.55-11.25121.480.7070.194

　　600428中远航运28.524.00-7.04124.840.9400.231

　　600436片仔癀28.644.21-13.9789.330.5850.202

　　600438通威股份25.791.06-13.7297.380.4400.012

　　600439瑞贝卡33.940.54-6.99229.880.5300.155

　　600456宝钛股份52.766.74-11.4348.760.8410.212

　　600458时代新材27.012.78-19.2660.670.1100.019

　　600479千金药业29.180.99-10.28135.660.5700.126

　　600511国药股份34.58-0.44-7.60134.180.6360.280

　　600519贵州茅台46.234.53-3.4941.741.5900.568

　　600525长园新材32.974.46-11.91106.150.9200.177

　　600527江南高纤37.197.07-18.38169.640.2400.059

　　600529山东药玻29.672.12-7.7083.470.4200.092

　　600535天士力28.982.62-9.28104.550.7200.067

　　600548深高速28.833.83-2.91105.180.2560.137

　　600552*ST方兴31.74-9.803.87211.38-0.5850.026

　　600557康缘药业32.693.90-10.2279.610.4100.116

　　600563法拉电子39.6210.77-0.4774.080.4800.124

　　600582天地科技41.182.19-7.01170.881.0200.124

　　600585海螺水泥30.942.921.4688.691.1400.169

　　600596新安股份41.412.435.15163.081.1200.276

　　600616第一食品25.386.42-9.55118.030.4300.193

　　600631百联股份26.311.31-8.35103.470.2400.103

　　600660福耀玻璃34.189.60-7.00120.300.6100.160

　　600685广船国际28.610.86-8.95210.680.5900.311

　　600686金龙汽车27.468.12-18.20102.850.6700.172

　　600693东百集团34.942.87-14.2753.300.3290.127

　　600694大商股份37.712.79-6.13114.810.8800.278

　　600697欧亚集团42.4513.37-11.71114.250.3730.073

　　600713南京医药29.40-8.80-6.19114.940.0740.030

　　600718东软股份36.64-0.736.33100.760.2800.074

　　600729重庆百货50.626.31-17.24101.370.4200.156

　　600748上实发展25.772.13-12.7888.730.2300.029

　　600750江中药业27.043.44-13.80137.750.5200.170

　　600761安徽合力39.615.07-12.1732.220.6900.204

　　600809山西汾酒40.424.58-10.0224.560.6040.308

　　600828*ST成商40.77-1.01-12.4443.42-0.2900.031

　　600829三精制药31.147.28-14.63107.470.5650.132

　　600835上海机电26.057.47-11.44175.160.4710.105

　　600849上海医药26.585.93-16.90162.410.1450.069

　　600858银座股份35.304.38-12.5961.540.4960.252

　　600859王府井31.46-2.243.84115.190.4900.183

　　600875东方电机46.084.23-6.31147.971.8450.474

　　600880博瑞传播25.137.50-15.0162.620.5000.115

　　600886国投电力25.464.30-5.67131.670.5050.186

　　600963岳阳纸业35.362.24-13.05108.320.2000.024

　　600970中材国际35.288.16-13.7292.090.7800.379

　　600973宝胜股份39.1910.96-20.62121.850.6700.153

　　601006大秦铁路29.465.90-11.14100.610.3400.122

　　601166兴业银行27.8610.29-2.62130.060.9500.282

　　基金重仓股市场表现及业绩情况一览

　　代码名称今年一季基金持股比例(%)近2日区间涨跌幅(6.20-6.25)(%)年涨跌幅(%)去年年报每股收益(元)今年一季每股收益(元)

　　涨跌幅(%)

　　000002万科A30.464.67-7.3197.380.4930.140

　　000024招商地产29.343.92-10.7983.910.9180.101

　　000028一致药业26.041.32-14.6267.480.2520.091

　　000061农产品28.970.000.0071.760.1290.032

　　000069华侨城A31.194.60-10.2591.280.5230.023

　　000401冀东水泥30.485.04-10.35206.590.209-0.016

　　000410沈阳机床32.684.65-13.39115.790.3910.047

　　000417合肥百货25.127.67-17.86234.760.2150.092

　　000423东阿阿胶30.304.93-5.08200.450.3800.107

　　000538云南白药25.821.727.1656.490.5710.149

　　000568泸州老窖37.10-1.178.9082.720.3900.163

　　000572海马股份39.709.65-16.90317.990.1960.181

　　000612焦作万方25.343.63-6.32266.240.5740.353

　　000617石油济柴27.437.38-7.81157.660.4900.093

　　000623吉林敖东31.381.57-14.83252.871.3501.339

　　000755山西三维26.506.31-11.85285.850.4260.190

　　000825太钢不锈38.213.24-11.14120.520.9110.461

　　000829天音控股36.755.1110.45234.160.5600.206

　　000848承德露露36.234.15-9.1099.720.3510.182

　　000869张裕A29.914.48-8.9430.520.8400.370

　　000888峨眉山A27.854.66-12.6434.390.175-0.029

　　000897津滨发展30.373.29-0.90185.590.0390.009

　　000898鞍钢股份27.605.81-13.3787.371.1540.404

　　000951中国重汽33.229.47-9.62112.800.7000.394

　　000970中科三环29.789.81-17.7329.560.2760.043

　　000972新中基41.044.05-20.7132.860.4200.033

　　000978桂林旅游32.208.75-14.6867.260.2500.011

　　000999S三九27.571.79-2.13142.930.1700.024

　　002003伟星股份32.316.23-14.2379.940.7290.063

　　002007华兰生物29.743.56-9.21110.820.5200.104

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