證券時報·數據(ju)寶(bao)統計(ji)顯示,截至上(shang)周五,剔除今年上(shang)市(shi)的次新股(gu),北上(shang)資金連續(xu)四(si)周加倉的個(ge)股(gu),共有99只(zhi)。這些個(ge)股(gu)行業(ye)特征并不十(shi)分明顯,有色(se)金屬、交(jiao)通(tong)運輸、電(dian)子(zi)、非(fei)銀金融、計(ji)算機、食品飲料、醫(yi)藥生(sheng)物等(deng)行業(ye)分布相(xiang)對較(jiao)廣,其(qi)中有色(se)金屬行業(ye)個(ge)股(gu)最多(duo),有8只(zhi),比(bi)交(jiao)通(tong)運輸行業(ye)僅(jin)多(duo)出(chu)1只(zhi),比(bi)電(dian)子(zi)、非(fei)銀金融等(deng)行業(ye)多(duo)出(chu)2只(zhi)。
從持倉情況來(lai)看,截(jie)至上周(zhou)五收盤,有46只個股(gu)北上資金持股(gu)市(shi)值(zhi)(zhi)超億(yi)元(yuan),其中中國平安(an)北上資金持股(gu)市(shi)值(zhi)(zhi)331.83億(yi)元(yuan),遙遙領先其他(ta)個股(gu)。伊利股(gu)份(fen)、洋河股(gu)份(fen)北上資金持股(gu)市(shi)值(zhi)(zhi)分(fen)別(bie)為(wei)198.43億(yi)元(yuan)、121.34億(yi)元(yuan)。北上資金持股(gu)市(shi)值(zhi)(zhi)較大(da)的(de)還有方正證券、大(da)秦鐵路、雙(shuang)匯發展、安(an)琪酵母、中國巨石(shi)等。
從北(bei)上(shang)資金(jin)(jin)加(jia)倉的力度來(lai)看,與(yu)四周(zhou)前(qian)(qian)相(xiang)比(bi),5只(zhi)個股(gu)獲北(bei)上(shang)資金(jin)(jin)增(zeng)(zeng)持占總股(gu)本(ben)比(bi)例逾1%,分別(bie)是首(shou)旅(lv)(lv)酒店、仁(ren)和(he)藥業、重慶百貨、華(hua)新水泥、中國巨石。首(shou)旅(lv)(lv)酒店獲增(zeng)(zeng)持比(bi)例最高,與(yu)四周(zhou)前(qian)(qian)相(xiang)比(bi),北(bei)上(shang)資金(jin)(jin)持倉占總股(gu)本(ben)比(bi)例增(zeng)(zeng)加(jia)2.76%,持倉市(shi)值達16.19億元(yuan)。仁(ren)和(he)藥業、重慶百貨獲北(bei)上(shang)資金(jin)(jin)增(zeng)(zeng)持比(bi)例分別(bie)為2.41%、2.36%。
在獲(huo)北上(shang)資金(jin)大幅(fu)加倉的同時,少(shao)數個股的市場(chang)表現(xian)不俗,尤(you)以安圖生(sheng)物(wu)最為(wei)搶眼。安圖生(sheng)物(wu)年內(nei)股價(jia)累計(ji)漲(zhang)幅(fu)高達57.24%,該股于(yu)6月26日(ri)盤中(zhong)創(chuang)歷史(shi)新高后出(chu)現(xian)調(diao)整,近(jin)期重新活躍,最新收盤價(jia)站上(shang)所(suo)有均線(xian)。另一只醫藥(yao)股仁和(he)藥(yao)業累計(ji)漲(zhang)幅(fu)55.88%緊隨其后,其近(jin)日(ri)連續上(shang)漲(zhang),最新股價(jia)創(chuang)2017年以來新高,日(ri)K線(xian)收出(chu)七(qi)連陽。
今年(nian)以來,醫藥(yao)生(sheng)(sheng)物板塊頻頻受(shou)到市(shi)場關注,其行業(ye)(ye)指(zhi)數(shu)漲幅在所(suo)有(you)行業(ye)(ye)指(zhi)數(shu)中(zhong)也居于前(qian)列,是(shi)為數(shu)不多的(de)上(shang)漲的(de)3個行業(ye)(ye)指(zhi)數(shu)之(zhi)一,這在一定程度上(shang)刺激了(le)安圖生(sheng)(sheng)物、仁和(he)藥(yao)業(ye)(ye)等醫藥(yao)股的(de)股價。除受(shou)板塊影(ying)響外,業(ye)(ye)績(ji)的(de)大(da)幅增(zeng)長也起到了(le)助(zhu)推作用(yong)。上(shang)市(shi)以來,安圖生(sheng)(sheng)物業(ye)(ye)績(ji)保(bao)持(chi)連續增(zeng)長,今年(nian)一季(ji)度,公司(si)實現盈利(li)0.96億(yi)元,比(bi)上(shang)年(nian)同期增(zeng)長42.43%。仁和(he)藥(yao)業(ye)(ye)今年(nian)一季(ji)度實現盈利(li)1.06億(yi)元,比(bi)上(shang)年(nian)同期增(zeng)長34.05%。
年(nian)(nian)(nian)(nian)(nian)內(nei)累計漲幅較大(da)的(de)還有重慶(qing)百貨(huo)、視源(yuan)股(gu)(gu)份、華新水泥、洋河股(gu)(gu)份、魯西化工等(deng)。上述年(nian)(nian)(nian)(nian)(nian)內(nei)股(gu)(gu)價(jia)上漲的(de)個股(gu)(gu)中,半(ban)(ban)年(nian)(nian)(nian)(nian)(nian)報業績(ji)預告均預喜。如(ru)醫藥股(gu)(gu)仁和藥業,公(gong)司預計今年(nian)(nian)(nian)(nian)(nian)上半(ban)(ban)年(nian)(nian)(nian)(nian)(nian)凈(jing)利潤為(wei)2.26億(yi)元(yuan)至2.58億(yi)元(yuan),比上年(nian)(nian)(nian)(nian)(nian)同(tong)(tong)期增(zeng)(zeng)長(chang)40%至60%。視源(yuan)股(gu)(gu)份預計今年(nian)(nian)(nian)(nian)(nian)上半(ban)(ban)年(nian)(nian)(nian)(nian)(nian)凈(jing)利潤為(wei)3.56億(yi)元(yuan)至4.03億(yi)元(yuan),比上年(nian)(nian)(nian)(nian)(nian)同(tong)(tong)期增(zeng)(zeng)長(chang)15%至30%。此外,華新水泥、魯西化工、柳鋼(gang)(gang)股(gu)(gu)份今年(nian)(nian)(nian)(nian)(nian)上半(ban)(ban)年(nian)(nian)(nian)(nian)(nian)凈(jing)利潤均有望翻倍增(zeng)(zeng)長(chang)。柳鋼(gang)(gang)股(gu)(gu)份業績(ji)預計增(zeng)(zeng)幅最高,受益于下(xia)游需求增(zeng)(zeng)加(jia),公(gong)司鋼(gang)(gang)材產品價(jia)格、銷量較上年(nian)(nian)(nian)(nian)(nian)同(tong)(tong)期上漲,公(gong)司預計今年(nian)(nian)(nian)(nian)(nian)上半(ban)(ban)年(nian)(nian)(nian)(nian)(nian)凈(jing)利潤將比去年(nian)(nian)(nian)(nian)(nian)同(tong)(tong)期增(zeng)(zeng)加(jia)15.65億(yi)元(yuan)到18.51億(yi)元(yuan),同(tong)(tong)比增(zeng)(zeng)長(chang)395%到467%。
有喜亦有憂(you),上(shang)述個(ge)股(gu)(gu)(gu)年內股(gu)(gu)(gu)價下(xia)(xia)跌(die)的占(zhan)八成(cheng)以上(shang),其中(zhong)4只(zhi)個(ge)股(gu)(gu)(gu)股(gu)(gu)(gu)價出現腰斬,分別(bie)是張家港行、云(yun)鋁股(gu)(gu)(gu)份(fen)、愷英網絡、神(shen)火(huo)(huo)股(gu)(gu)(gu)份(fen)。跌(die)幅最大(da)的是神(shen)火(huo)(huo)股(gu)(gu)(gu)份(fen),今(jin)年以來累(lei)計(ji)下(xia)(xia)跌(die)56.15%。今(jin)年一季(ji)度(du),神(shen)火(huo)(huo)股(gu)(gu)(gu)份(fen)凈(jing)利(li)潤同(tong)比(bi)下(xia)(xia)滑76.41%。昨日(ri)晚間,神(shen)火(huo)(huo)股(gu)(gu)(gu)份(fen)公告表示,公司下(xia)(xia)屬(shu)薛(xue)湖煤(mei)礦自2018年7月(yue)16日(ri)起復工復產(chan),本次事故對(dui)薛(xue)湖煤(mei)礦2018年計(ji)劃產(chan)量無影響。另一只(zhi)有色股(gu)(gu)(gu)云(yun)鋁股(gu)(gu)(gu)份(fen)年內股(gu)(gu)(gu)價累(lei)計(ji)下(xia)(xia)跌(die)52.12%,該(gai)股(gu)(gu)(gu)股(gu)(gu)(gu)價走勢與神(shen)火(huo)(huo)股(gu)(gu)(gu)份(fen)頗為相似(si),兩(liang)者均于(yu)7月(yue)6日(ri)盤中(zhong)創年內新低。云(yun)鋁股(gu)(gu)(gu)份(fen)預計(ji)今(jin)年上(shang)半年凈(jing)利(li)潤約0.5億元左(zuo)右,比(bi)上(shang)年同(tong)期下(xia)(xia)降約66%左(zuo)右。
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