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券商第三季度“選股”清單: 新進78只重倉股 24只當季漲幅超100%

證券日報

  券(quan)商三季(ji)報(bao)披(pi)露接近尾(wei)聲,行業整體業績(ji)飄紅,各家上市券(quan)商的(de)業務特(te)色也(ye)亮點不斷(duan)。第三季(ji)度(du),A股(gu)(gu)走(zou)勢表(biao)現搶(qiang)眼,機(ji)構(gou)重倉(cang)(cang)(cang)股(gu)(gu)也(ye)成為關(guan)注焦點。從目前已披(pi)露的(de)三季(ji)報(bao)數據顯示,有140只A股(gu)(gu)的(de)前十大流通(tong)股(gu)(gu)股(gu)(gu)東名(ming)單中出現券(quan)商身(shen)影,持倉(cang)(cang)(cang)數量合計15.98億(yi)股(gu)(gu),持倉(cang)(cang)(cang)市值約(yue)357.62億(yi)元。 

  78只新(xin)進股(gu)超三成股(gu)價翻倍  

  據(ju)東方財富(fu)Choice數據(ju)顯示,截至9月末,第三季度券商新進個(ge)股(gu)(gu)78只(zhi),增持(chi)24只(zhi)個(ge)股(gu)(gu),減持(chi)15只(zhi)個(ge)股(gu)(gu),另有23只(zhi)個(ge)股(gu)(gu)持(chi)倉未發生(sheng)變化。 

  在(zai)券(quan)(quan)商(shang)(shang)第三季(ji)(ji)(ji)度新(xin)(xin)進的(de)78只(zhi)個(ge)股(gu)(gu)(gu)(gu)(gu)(gu)中(zhong)(zhong)(zhong),有24只(zhi)個(ge)股(gu)(gu)(gu)(gu)(gu)(gu)的(de)股(gu)(gu)(gu)(gu)(gu)(gu)價(jia)漲幅(fu)超(chao)100%,占(zhan)比30.77%。其中(zhong)(zhong)(zhong),龍(long)騰光(guang)電、天(tian)智航(hang)(hang)、立昂微、中(zhong)(zhong)(zhong)船漢光(guang)、圖南股(gu)(gu)(gu)(gu)(gu)(gu)份、固德威等6只(zhi)個(ge)股(gu)(gu)(gu)(gu)(gu)(gu)第三季(ji)(ji)(ji)度股(gu)(gu)(gu)(gu)(gu)(gu)價(jia)漲幅(fu)均(jun)超(chao)300%。巧(qiao)合的(de)是,龍(long)騰光(guang)電、天(tian)智航(hang)(hang)、立昂微均(jun)被2家(jia)券(quan)(quan)商(shang)(shang)同時“相(xiang)中(zhong)(zhong)(zhong)”,華泰證(zheng)券(quan)(quan)、海通(tong)證(zheng)券(quan)(quan)分(fen)別新(xin)(xin)進持(chi)(chi)有龍(long)騰光(guang)電222.49萬(wan)(wan)(wan)股(gu)(gu)(gu)(gu)(gu)(gu)、127萬(wan)(wan)(wan)股(gu)(gu)(gu)(gu)(gu)(gu),持(chi)(chi)倉(cang)市值(zhi)約2222.71萬(wan)(wan)(wan)元(yuan)(yuan)、1268.73萬(wan)(wan)(wan)元(yuan)(yuan);該(gai)股(gu)(gu)(gu)(gu)(gu)(gu)當季(ji)(ji)(ji)漲幅(fu)達(da)718.85%。中(zhong)(zhong)(zhong)信證(zheng)券(quan)(quan)、海通(tong)證(zheng)券(quan)(quan)分(fen)別新(xin)(xin)進持(chi)(chi)有天(tian)智航(hang)(hang)83.9萬(wan)(wan)(wan)股(gu)(gu)(gu)(gu)(gu)(gu)、53.79萬(wan)(wan)(wan)股(gu)(gu)(gu)(gu)(gu)(gu),持(chi)(chi)倉(cang)市值(zhi)約5286.85萬(wan)(wan)(wan)元(yuan)(yuan)、3389.35萬(wan)(wan)(wan)元(yuan)(yuan);該(gai)股(gu)(gu)(gu)(gu)(gu)(gu)當季(ji)(ji)(ji)漲幅(fu)為423.34%。華泰證(zheng)券(quan)(quan)、東(dong)方證(zheng)券(quan)(quan)因承銷保薦分(fen)別持(chi)(chi)有立昂微21.59萬(wan)(wan)(wan)股(gu)(gu)(gu)(gu)(gu)(gu)、6.64萬(wan)(wan)(wan)股(gu)(gu)(gu)(gu)(gu)(gu),持(chi)(chi)倉(cang)市值(zhi)約528.04萬(wan)(wan)(wan)元(yuan)(yuan)、162.52萬(wan)(wan)(wan)元(yuan)(yuan);該(gai)股(gu)(gu)(gu)(gu)(gu)(gu)當季(ji)(ji)(ji)漲幅(fu)397.15%。 

  新進個股(gu)(gu)(gu)方面,申萬(wan)(wan)(wan)宏源新進持(chi)有(you)川投(tou)能源2446.34萬(wan)(wan)(wan)股(gu)(gu)(gu)位列第(di)一,持(chi)倉(cang)市(shi)(shi)值(zhi)約(yue)2.4億(yi)元(yuan);該(gai)股(gu)(gu)(gu)第(di)三季度漲幅(fu)5.83%。興業(ye)證券新進持(chi)有(you)魯(lu)商發展843萬(wan)(wan)(wan)股(gu)(gu)(gu)緊隨其后,持(chi)倉(cang)市(shi)(shi)值(zhi)約(yue)8143.38萬(wan)(wan)(wan)元(yuan);該(gai)股(gu)(gu)(gu)當季漲幅(fu)0.63%。海通證券新進持(chi)有(you)威孚高科801.71萬(wan)(wan)(wan)股(gu)(gu)(gu),持(chi)倉(cang)市(shi)(shi)值(zhi)約(yue)2.01億(yi)元(yuan);該(gai)股(gu)(gu)(gu)當季漲幅(fu)21.37%。 

  增(zeng)(zeng)持方面(mian),第三(san)季度券(quan)商合(he)計增(zeng)(zeng)持24只個股。其中,紅(hong)塔證(zheng)券(quan)增(zeng)(zeng)持國軒高科1035.05萬(wan)(wan)股,海通證(zheng)券(quan)增(zeng)(zeng)持中國神華1000.01萬(wan)(wan)股。中信證(zheng)券(quan)目前(qian)增(zeng)(zeng)持個股數(shu)量最(zui)多(duo),對海康威視(shi)、東方時(shi)尚、楚(chu)江新材、贏合(he)科技、久立特(te)材、得潤電子(zi)、證(zheng)通電子(zi)7只個股分(fen)別增(zeng)(zeng)持991.78萬(wan)(wan)股、587.42萬(wan)(wan)股、95.42萬(wan)(wan)股、79.99萬(wan)(wan)股、0.62萬(wan)(wan)股、0.11萬(wan)(wan)股、0.1萬(wan)(wan)股。 

  減(jian)持(chi)方(fang)面,第(di)三季(ji)(ji)度券(quan)(quan)(quan)商對15只個股(gu)(gu)(gu)(gu)進(jin)行了(le)減(jian)持(chi)操作。其(qi)中,吉電股(gu)(gu)(gu)(gu)份被西南證券(quan)(quan)(quan)減(jian)持(chi)724.54萬(wan)股(gu)(gu)(gu)(gu);*ST環(huan)球被太(tai)平洋證券(quan)(quan)(quan)減(jian)持(chi)400萬(wan)股(gu)(gu)(gu)(gu);平煤(mei)股(gu)(gu)(gu)(gu)份被東方(fang)證券(quan)(quan)(quan)減(jian)持(chi)341.88萬(wan)股(gu)(gu)(gu)(gu)。此(ci)外,東方(fang)證券(quan)(quan)(quan)還減(jian)持(chi)了(le)愛朋醫療、長信科技。魚(yu)躍(yue)醫療被中信證券(quan)(quan)(quan)、中信建(jian)投分別減(jian)持(chi)16.57萬(wan)股(gu)(gu)(gu)(gu)、1.02萬(wan)股(gu)(gu)(gu)(gu)。這15只被券(quan)(quan)(quan)商減(jian)持(chi)的個股(gu)(gu)(gu)(gu)中,有(you)9只在(zai)第(di)三季(ji)(ji)度股(gu)(gu)(gu)(gu)價下跌。 

  4家券(quan)商所持重倉(cang)股(gu)超10只  

  從(cong)券(quan)(quan)(quan)商第三(san)季度所持重倉股數(shu)量來看,截至目(mu)前,華(hua)泰證券(quan)(quan)(quan)、中信(xin)證券(quan)(quan)(quan)、中國銀河、海通證券(quan)(quan)(quan)所持重倉股的數(shu)量均超10只(zhi)(zhi)(zhi),分別為26只(zhi)(zhi)(zhi)、18只(zhi)(zhi)(zhi)、12只(zhi)(zhi)(zhi)、11只(zhi)(zhi)(zhi)。  

  一些券商(shang)的(de)“選(xuan)股(gu)(gu)”能力值得(de)肯定。華泰證(zheng)券持有(you)(you)(you)的(de)26只(zhi)(zhi)(zhi)個(ge)股(gu)(gu)在第三季度(du)股(gu)(gu)價平(ping)均漲幅達133.78%,僅3只(zhi)(zhi)(zhi)個(ge)股(gu)(gu)股(gu)(gu)價下跌。其中(zhong),有(you)(you)(you)24只(zhi)(zhi)(zhi)為新(xin)進,僅對深南(nan)股(gu)(gu)份減持3.12萬股(gu)(gu)。  從(cong)行(xing)(xing)業分布來看,第三季度(du)被券商(shang)重倉的(de)140只(zhi)(zhi)(zhi)股(gu)(gu)票(piao)中(zhong),有(you)(you)(you)37只(zhi)(zhi)(zhi)來自創(chuang)(chuang)業板(ban),39只(zhi)(zhi)(zhi)來自主板(ban),39只(zhi)(zhi)(zhi)家來自中(zhong)小板(ban),25只(zhi)(zhi)(zhi)來自科創(chuang)(chuang)板(ban)。這140只(zhi)(zhi)(zhi)券商(shang)重倉股(gu)(gu)中(zhong),有(you)(you)(you)23家公司(si)屬于(yu)電子(zi)行(xing)(xing)業,有(you)(you)(you)18家屬于(yu)醫藥生物行(xing)(xing)業,有(you)(you)(you)15家屬于(yu)機械(xie)設(she)備行(xing)(xing)業。

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