20240726_西南证券_医药行业2024Q2持仓分析：医药持仓占比新低_27页.pdf

2024 7 2024Q2 S1250520030002 021-68416017 S1250524030002 021-68416017.cm 558371 24Q2 10.16%-0.97pp 6.5%-0.86pp 4.96%-0.64pp 6.54%-0.41pp(534)(401)(191)(121)(107)(+49)(+35)(+34)(+34)(+31)+31+31+30 1-U(28.4%)(27.8%)-U(26.3%)(24.4%)(22.1%)2(21.4%)(19.8%)(18.8%)(17.5%)(15.7%)(414.9)(260.3)(122.6)(84.1)(76.5)(+17.9)(+17.7)(+17.6)(+12.9)(+12.9)ZXFUyRsPsRmNpRsRrMrOmN8O8QaQtRqQnPsOiNrRsNlOnOpP7NqQuNNZmMvNxNrMoR2 2024Q2 17.07%+2.09pp 6.39%+0.75pp 1.27%+0.39pp 1.43%-1.22pp 3.21%-0.58pp 0.34%-0.53pp 2024Q2 0.69%+0.05pp 0.27%+0.04pp 0.07%+0.02pp 0.12%-0.1pp 0.61%-0.09pp 0.01%-0.03pp 3 2024Q2 24Q2 2.74%+0.02pp 1527.2-146.5 1 19.2%12%11.1%11.1%10.1%+3.7pp+3.6pp+2.4pp+1.8pp+1.8pp 2 19.2%12%11.1%11.1%10.1%+0.84pp+0.79pp+0.7pp+0.67pp+0.67pp 423 149 57 45 40+31+6.2+6.1+5.9+5.6 wind 2024Q2 Kk0XsJ/RaYpWbJqHlSx92EnPyPSCGvG90wyKf2tEx5vCQ167WtuyZmEtKHhZZKpN 1 4 2024Q2 24Q2 10.16%-0.97pp 6.5%-0.86pp 4.96%-0.64pp 6.54%-0.41pp 2024Q2 24Q2 2.74%+0.02pp 1527.2-146.5 Wind 2,733 3,151 2,781 2,629 2,009 2,052 1,776 2,036 2,149 2,019.0 1,922.7 1921.3 1,673.72 1527.2186 0.0%0.5%1.0%1.5%2.0%2.5%3.0%3.5%4.0%05001,0001,5002,0002,5003,0003,500持 股 市 值(亿元)占总市值 比例 2014Q2,16.79%2024Q2，10.16%2014Q2,18.01%2015Q1,8.66%2017Q4,7.26%2024Q2，4.96%0%5%10%15%20%25%2012Q22012Q42013Q22013Q42014Q22014Q42015Q22015Q42016Q22016Q42017Q22017Q42018Q22018Q42019Q22019Q42020Q22020Q42021Q22021Q42022Q22022Q42023Q22023Q42024Q2全 部公募 基金 扣 除主动 医药基 金 扣 除主 动 医药 基 金及 指 数基 金 医药 持 仓 申 万医药 股总市 值占比 1 5 Wind 2023Q1 2023Q2 2023Q3 2023Q4 2024Q1 2024Q2 11.66%11.70%12.49%13.68%11.13%10.16%8.24%8.54%9.82%9.37%7.37%6.5%7.42%7.60%9.08%7.89%5.6%4.96%74767 69864 68813 69535 61290 55618 A 947706 934702 906351 877111 88168 850289 7.89%7.47%7.59%7.93%6.96%6.54%1079 961 786 1211 1026 943/33.4%32.4%31.8%760 839 930 986 915 787 2157 2078 1890 1464 1087 1078 3621 3165 2968 1 6 Wind 2024Q2 2024Q2 17.07%+2.09pp 6.39%+0.75pp 1.27%+0.39pp 1.43%-1.22pp 3.21%-0.58pp 0.34%-0.53pp()()17.07%2.09pp 324.20 12557.12 22.58%7.34%0.38pp 139.47 8664.13 15.58%6.46%0.35pp 122.75 2949.16 5.30%6.39%0.75pp 121.46 6869.23 12.35%3.21%-0.58pp 61.07 3078.32 5.53%2.59%0.04pp 49.19 3187.75 5.73%1.43%-1.22pp 27.08 1940.49 3.49%1.38%-0.25pp 26.21 2582.68 4.64%1.27%0.39pp 24.07 1427.54 2.57%0.76%-0.19pp 14.45 2130.93 3.83%0.64%-0.47pp 12.13 834.27 1.50%0.61%0.24pp 11.58 3023.37 5.44%0.34%-0.53pp 6.49 2770.34 4.98%-5%0%5%10%15%20%25%30%35%24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1化学制剂 中药 线下药店 体外诊断 医药流通 其他生物制品 医疗设备 血液制品 原料药 疫苗 医疗耗材 医院 医疗研发外包 1 7 Wind 2024Q2 2024Q2 17.07%+2.09pp 6.39%+0.75pp 1.27%+0.39pp 1.43%-1.22pp 3.21%-0.58pp 0.34%-0.53pp 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 17.07%14.97%14.39%9.29%9.21%6.70%4.43%2.81%1.55%1.03%7.34%6.96%6.93%10.18%13.20%8.41%6.59%5.11%6.29%4.46%6.46%6.11%10.92%15.90%8.11%12.47%16.17%14.18%26.28%29.77%6.39%5.65%6.50%4.01%5.29%5.63%5.62%5.82%5.00%5.12%3.21%3.80%4.61%0.77%0.92%1.16%1.06%0.45%0.48%0.11%2.59%2.55%3.25%0.84%1.18%1.56%2.64%2.34%2.51%1.15%1.43%2.64%4.34%5.24%5.24%6.67%9.04%7.72%9.55%5.45%1.38%0.88%1.58%0.18%0.37%0.40%0.07%0.03%0.78%1.25%1.27%0.88%1.06%0.24%0.06%0.02%0.02%0.06%0.01%0.03%0.76%0.95%0.66%0.61%0.73%0.38%0.15%0.10%0.00%0.00%0.64%1.11%1.33%1.22%1.82%2.50%2.04%1.28%0.85%0.50%0.61%0.37%0.47%0.72%1.65%2.22%2.70%2.82%0.74%1.13%0.34%0.87%2.01%1.01%0.45%0.69%1.28%1.24%1.35%2.59%1 8 Wind 2024Q2 2024Q2 0.69%+0.05pp 0.27%+0.04pp 0.07%+0.02pp 0.12%-0.1pp 0.61%-0.09pp 0.01%-0.03pp 24Q2()()0.69%0.05pp 229.13 6869.23 12.35%0.61%-0.09pp 202.87 12557.12 22.58%0.27%0.04pp 89.99 8664.13 15.58%0.22%-0.01pp 72.01 3187.75 5.73%0.15%0.00pp 51.03 2949.16 5.30%0.12%-0.10pp 41.66 3078.32 5.53%0.10%-0.02pp 33.73 2582.68 4.64%0.09%-0.02pp 29.63 1940.49 3.49%0.08%0.00pp 26.90 1427.54 2.57%0.07%0.02pp 22.43 2130.93 3.83%0.05%0.02pp 17.04 3023.37 5.44%0.03%-0.02pp 9.28 834.27 1.50%0.01%-0.03pp 3.03 2770.34 4.98%0.0%0.2%0.4%0.6%0.8%1.0%1.2%1.4%1.6%24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1医疗设备 化学制剂 医疗研发外包 中药 医院 体外诊断 其他生物制品 医药流通 疫苗 原料药 医疗耗材 诊断服务 血液制品 线下药店 1 9 Wind 2024Q2 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 0.69%0.64%0.99%0.63%0.58%0.55%0.20%0.65%0.44%0.57%0.61%0.69%1.37%0.77%0.71%0.44%0.18%0.25%0.25%0.25%0.27%0.23%0.62%0.38%0.39%0.34%0.10%0.12%0.16%0.20%0.22%0.23%0.37%0.28%0.22%0.13%0.09%0.33%0.32%0.23%0.15%0.15%0.98%0.64%0.27%0.47%0.22%0.40%0.72%1.07%0.12%0.23%0.24%0.15%0.10%0.10%0.04%0.10%0.14%0.05%0.10%0.12%0.24%0.08%0.07%0.03%0.01%0.00%0.04%0.08%0.09%0.11%0.33%0.23%0.21%0.31%0.14%0.23%0.30%0.11%0.08%0.08%0.11%0.03%0.04%0.03%0.01%0.01%0.01%0.01%0.07%0.05%0.07%0.05%0.08%0.06%0.01%0.02%0.01%0.02%0.05%0.03%0.07%0.02%0.06%0.09%0.05%0.08%0.07%0.22%0.03%0.05%0.12%0.05%0.04%0.05%0.18%0.04%0.02%0.02%0.01%0.04%0.22%0.09%0.07%0.11%0.06%0.12%0.16%0.33%2024Q2 0.69%+0.05pp 0.27%+0.04pp 0.07%+0.02pp 0.12%-0.11pp 0.61%-0.08pp 0.01%-0.03pp 2 10 24Q2 TOP20 Wind 2024.6.30()300760.SZ 534 34 414.9 17.7 11.8%0.1pp 11.8%0.1pp 3%3527 3527 600276.SH 401-215 260.3-168.5 10.7%-4.0pp 10.6%-4.0pp-16%2441 2453 002422.SZ 191-60 76.5 5.3 19.3%1.0pp 15.7%0.5pp-1%397 486 688617.SH 121 16 65.4 0.2 21.4%-1.3pp 21.4%-1.3pp 7%305 305 603259.SH 107-22 122.6-8.3 10.7%0.8pp 10.7%1.1pp-13%1141 1141 300015.SZ 106-16 76.4-29.3 9.4%-1.2pp 7.9%-0.9pp-19%816 963 002223.SZ 104 35 54.8 17.6 15.5%3.7pp 14.5%3.7pp 10%353 377 000423.SZ 94-7 61.6 4.9 15.3%0.6pp 15.3%1.0pp 2%403 403 688076.SH 92 49 33.0 17.9 19.6%0.0pp 19.8%6.4pp 48%168 167 688271.SH 80 6 84.1-21.4 13.0%-0.8pp 9.3%-0.6pp-15%645 904 300347.SZ 79 3 73.4 12.9 22.1%5.6pp 17.5%4.4pp-3%333 420 300832.SZ 79 11 32.6-4.7 6.9%-1.3pp 6.1%-1.0pp 2%471 530 300122.SZ 76-102 31.2-59.9 7.9%-6.4pp 4.6%-3.8pp-38%396 671 300677.SZ 76 31 11.0 1.4 8.8%-0.4pp 6.3%-0.3pp 19%126 174 688235.SH-U 73-36 27.2-8.2 1.7%-0.3pp 1.7%-0.3pp 31%1593 1593 300049.SZ 72 1 17.3-1.6 14.7%-1.7pp 13.1%-1.5pp 2%118 132 688266.SH-U 71 5 19.3 7.5 13.5%5.2pp 13.5%5.2pp 1%144 144 300573.SZ 69-8 22.9-1.4 10.4%-6.4pp 8.0%-1.1pp 7%220 286 300181.SZ 69 18 6.2 1.8 6.8%1.0pp 5.8%1.0pp 17%91 106 600161.SH 67 13 28.9 3.5 6.0%-0.9pp 6.0%0.3pp 8%482 482 2 24Q2 20 11()688076.SH 92 49 33.0 17.9 19.6%0.0pp 19.8%6.4pp 48%168 167 002223.SZ 104 35 54.8 17.6 15.5%3.7pp 14.5%3.7pp 10%353 377 300760.SZ 534 34 414.9 17.7 11.8%0.1pp 11.8%0.1pp 3%3527 3527 688166.SH 44 34 11.5 10.5 7.8%7.0pp 7.8%7.0pp 20%147 148 300677.SZ 76 31 11.0 1.4 8.8%-0.4pp 6.3%-0.3pp 19%126 174 002001.SZ 52 31 9.1 8.0 1.6%1.3pp 1.5%1.3pp 15%586 593 601607.SH 42 31 14.7 12.9 2.8%2.4pp 2.1%1.8pp 25%534 708 688578.SH 58 30 9.9 3.8 3.5%0.5pp 3.5%0.5pp 37%287 287 600521.SH 32 26 6.4 4.9 2.6%1.8pp 2.6%1.8pp 31%247 250 600420.SH 29 21 3.9 2.0 3.0%1.2pp 2.7%1.1pp 19%128 143 002252.SZ 64 20 29.8 7.7 5.7%1.0pp 5.7%1.0pp 10%519 520 300633.SZ 59 20 14.4 0.0 8.4%-0.5pp 8.4%-0.4pp 5%171 171 300003.SZ 48 20 14.3 3.4 6.0%1.0pp 5.1%0.9pp 8%240 279 603087.SH 36 20 8.7 5.6 3.5%2.1pp 3.1%1.8pp 17%247 278 600993.SH 25 19 13.4 9.5 11.7%7.6pp 11.7%7.6pp 20%115 115 300181.SZ 69 18 6.2 1.8 6.8%1.0pp 5.8%1.0pp 17%91 106 002332.SZ 36 18 7.9 6.3 7.0%5.3pp 7.0%5.3pp 22%112 113 301363.SZ 28 18 4.2 2.0 13.0%5.1pp 3.6%1.4pp 17%33 118 688617.SH 121 16 65.4 0.2 21.4%-1.3pp 21.4%-1.3pp 7%305 305 000538.SZ 49 16 17.3 4.4 1.9%0.4pp 1.9%0.5pp 0%907 913 Wind 2024.6.30 2 12 24Q2 20 Wind 2024.6.30()600276.SH 401-215 260.3-168.5 10.7%-4.0pp 10.6%-4.0pp-16%2441 2453 300122.SZ 76-102 31.2-59.9 7.9%-6.4pp 4.6%-3.8pp-38%396 671 002422.SZ 191-60 76.5 5.3 19.3%1.0pp 15.7%0.5pp-1%397 486 600566.SH 37-46 4.8-5.8 1.6%-1.6pp 1.6%-1.4pp-15%290 292 688687.SH 13-42 1.3-2.3 2.9%-3.6pp 2.9%-3.5pp-21%44 44 688443.SH-U 8-41 3.3-3.2 12.4%-5.6pp 3.0%-1.4pp-26%26 109 300765.SZ 23-38 3.6-5.0 1.1%-1.6pp 1.0%-1.0pp-18%315 354 600079.SH 66-37 24.1-11.3 9.1%-3.0pp 8.6%-2.6pp-12%264 280 688235.SH-U 73-36 27.2-8.2 1.7%-0.3pp 1.7%-0.3pp 31%1593 1593 603882.SH 12-36 10.9-33.4 8.6%-8.8pp 8.5%-8.3pp-52%127 127 000661.SZ 61-34 19.9-24.6 5.4%-4.2pp 5.4%-3.8pp-24%369 371 600422.SH 21-32 7.4-3.1 5.5%-0.9pp 5.5%-0.9pp-17%135 135 688062.SH-U 57-30 15.6-6.2 26.3%-4.1pp 13.5%-2.1pp-17%59 116 603939.SH 27-30 3.5-8.6 1.2%-2.5pp 1.2%-1.8pp-26%297 298 301096.SZ 11-27 4.6-5.3 11.5%-7.9pp 7.3%-4.9pp-22%40 63 600557.SH 10-26 2.4-3.7 2.6%-2.5pp 2.6%-2.4pp-25%91 91 603368.SH 16-25 1.6-0.7 2.5%-0.6pp 2.3%-0.7pp-9%63 70 300705.SZ 66-24 19.2-6.3 24.4%-21.5pp 14.8%-4.9pp 0%79 130 301015.SZ 12-23 4.6-7.8 16.6%-15.6pp 3.8%-3.4pp-29%28 124 603259.SH 107-22 122.6-8.3 10.7%0.8pp 10.7%1.1pp-13%1141 1141 2 13 24Q2 TOP20()300760.SZ 534 34 414.9 17.7 11.8%0.1pp 11.8%0.1pp 3%3527 3527 600276.SH 401-215 260.3-168.5 10.7%-4.0pp 10.6%-4.0pp-16%2441 2453 603259.SH 107-22 122.6-8.3 10.7%0.8pp 10.7%1.1pp-13%1141 1141 688271.SH 80 6 84.1-21.4 13.0%-0.8pp 9.3%-0.6pp-15%645 904 002422.SZ 191-60 76.5 5.3 19.3%1.0pp 15.7%0.5pp-1%397 486 300015.SZ 106-16 76.4-29.3 9.4%-1.2pp 7.9%-0.9pp-19%816 963 300347.SZ 79 3 73.4 12.9 22.1%5.6pp 17.5%4.4pp-3%333 420 688617.SH 121 16 65.4 0.2 21.4%-1.3pp 21.4%-1.3pp 7%305 305 000423.SZ 94-7 61.6 4.9 15.3%0.6pp 15.3%1.0pp 2%403 403 002223.SZ 104 35 54.8 17.6 15.5%3.7pp 14.5%3.7pp 10%353 377 000999.SZ 62 7 46.3 9.2 8.5%-1.2pp 8.5%1.2pp 7%543 547 688076.SH 92 49 33.0 17.9 19.6%0.0pp 19.8%6.4pp 48%168 167 300832.SZ 79 11 32.6-4.7 6.9%-1.3pp 6.1%-1.0pp 2%471 530 600436.SH 34-13 32.3-7.8 2.6%-0.4pp 2.6%-0.3pp-9%1250 1250 300122.SZ 76-102 31.2-59.9 7.9%-6.4pp 4.6%-3.8pp-38%396 671 002252.SZ 64 20 29.8 7.7 5.7%1.0pp 5.7%1.0pp 10%519 520 600161.SH 67 13 28.9 3.5 6.0%-0.9pp 6.0%0.3pp 8%482 482 688235.SH-U 73-36 27.2-8.2 1.7%-0.3pp 1.7%-0.3pp 31%1593 1593 688506.SH-U 56 14 26.9 9.8 16.4%1.3pp 3.7%0.3pp 44%164 727 600085.SH 32-4 26.4-1.4 5.0%0.0pp 5.0%0.1pp-7%524 524 Wind 2024.6.30 2 14 24Q2 20()688076.SH 92 49 33.0+17.9 19.6%0.0pp 19.8%6.4pp 48%168 167 300760.SZ 534 34 414.9+17.7 11.8%0.1pp 11.8%0.1pp 3%3527 3527 002223.SZ 104 35 54.8+17.6 15.5%3.7pp 14.5%3.7pp 10%353 377 300347.SZ 79 3 73.4+12.9 22.1%5.6pp 17.5%4.4pp-3%333 420 601607.SH 42 31 14.7+12.9 2.8%2.4pp 2.1%1.8pp 25%534 708 688166.SH 44 34 11.5+10.5 7.8%7.0pp 7.8%7.0pp 20%147 148 688506.SH-U 56 14 26.9+9.8 16.4%1.3pp 3.7%0.3pp 44%164 727 600993.SH 25 19 13.4+9.5 11.7%7.6pp 11.7%7.6pp 20%115 115 000999.SZ 62 7 46.3+9.2 8.5%-1.2pp 8.5%1.2pp 7%543 547 002001.SZ 52 31 9.1+8.0 1.6%1.3pp 1.5%1.3pp 15%586 593 002252.SZ 64 20 29.8+7.7 5.7%1.0pp 5.7%1.0pp 10%519 520 688266.SH-U 71 5 19.3+7.5 13.5%5.2pp 13.5%5.2pp 1%144 144 002653.SZ 42 3 21.8+7.2 13.7%3.3pp 6.4%1.6pp 13%159 342 002332.SZ 36 18 7.9+6.3 7.0%5.3pp 7.0%5.3pp 22%112 113 603087.SH 36 20 8.7+5.6 3.5%2.1pp 3.1%1.8pp 17%247 278 300298.SZ 27 14 19.4+5.5 16.8%2.1pp 13.6%1.8pp 21%115 143 002422.SZ 191-60 76.5+5.3 19.3%1.0pp 15.7%0.5pp-1%397 486 600521.SH 32 26 6.4+4.9 2.6%1.8pp 2.6%1.8pp 31%247 250 000423.SZ 94-7 61.6+4.9 15.3%0.6pp 15.3%1.0pp 2%403 403 600285.SH 56 13 15.0+4.9 11.0%2.4pp 10.9%2.6pp 13%136 137 Wind 2024.6.30 2 15 24Q2 20()600276.SH 401-215 260.3-168.5 10.7%-4.0pp 10.6%-4.0pp-16%2441 2453 300122.SZ 76-102 31.2-59.9 7.9%-6.4pp 4.6%-3.8pp-38%396 671 603882.SH 12-36 10.9-33.4 8.6%-8.8pp 8.5%-8.3pp-52%127 127 300015.SZ 106-16 76.4-29.3 9.4%-1.2pp 7.9%-0.9pp-19%816 963 000661.SZ 61-34 19.9-24.6 5.4%-4.2pp 5.4%-3.8pp-24%369 371 688271.SH 80 6 84.1-21.4 13.0%-0.8pp 9.3%-0.6pp-15%645 904 600079.SH 66-37 24.1-11.3 9.1%-3.0pp 8.6%-2.6pp-12%264 280 603658.SH 28-22 5.5-10.4 2.1%-2.8pp 2.1%-2.7pp-19%270 270 603939.SH 27-30 3.5-8.6 1.2%-2.5pp 1.2%-1.8pp-26%297 298 603259.SH 107-22 122.6-8.3 10.7%0.8pp 10.7%1.1pp-13%1141 1141 688235.SH-U 73-36 27.2-8.2 1.7%-0.3pp 1.7%-0.3pp 31%1593 1593 600436.SH 34-13 32.3-7.8 2.6%-0.4pp 2.6%-0.3pp-9%1250 1250 301015.SZ 12-23 4.6-7.8 16.6%-15.6pp 3.8%-3.4pp-29%28 124 688212.SH 25-18 5.4-6.7 14.4%-7.3pp 9.9%-4.9pp-34%37 54 300142.SZ 13-18 6.1-6.6 3.4%-1.8pp 3.3%-1.8pp-26%178 183 002821.SZ 15-1 6.9-6.4 2.9%-1.5pp 2.8%-1.4pp-21%234 243 603456.SH 2-11 2.4-6.3 2.0%-3.6pp 1.9%-3.5pp-23%119 123 300705.SZ 66-24 19.2-6.3 24.4%-21.5pp 14.8%-4.9pp 0%79 130 688062.SH-U 57-30 15.6-6.2 26.3%-4.1pp 13.5%-2.1pp-17%59 116 600566.SH 37-46 4.8-5.8 1.6%-1.6pp 1.6%-1.4pp-15%290 292 Wind 2024.6.30 3 16 24Q2 TOP20()688351.SH-U 28 4 7.6-2.4 28.4%-3.4pp 7.4%-0.9pp-15%27 104 688658.SH 29 8 10.1 0.9 27.8%1.0pp 12.6%0.6pp 5%37 80 688062.SH-U 57-30 15.6-6.2 26.3%-4.1pp 13.5%-2.1pp-17%59 116 300705.SZ 66-24 19.2-6.3 24.4%-21.5pp 14.8%-4.9pp 0%79 130 300347.SZ 79 3 73.4 12.9 22.1%5.6pp 17.5%4.4pp-3%333 420 688617.SH 121 16 65.4 0.2 21.4%-1.3pp 21.4%-1.3pp 7%305 305 605266.SH 15 0 7.6-1.6 20.7%-1.1pp 18.8%2.8pp-30%37 40 688076.SH 92 49 33.0 17.9 19.6%0.0pp 19.8%6.4pp 48%168 167 002422.SZ 191-60 76.5 5.3 19.3%1.0pp 15.7%0.5pp-1%397 486 300298.SZ 27 14 19.4 5.5 16.8%2.1pp 13.6%1.8pp 21%115 143 301015.SZ 12-23 4.6-7.8 16.6%-15.6pp 3.8%-3.4pp-29%28 124 688506.SH-U 56 14 26.9 9.8 16.4%1.3pp 3.7%0.3pp 44%164 727 002727.SZ 20-14 9.8-3.0 15.9%-0.8pp 10.9%-0.3pp-21%62 90 002223.SZ 104 35 54.8 17.6 15.5%3.7pp 14.5%3.7pp 10%353 377 000423.SZ 94-7 61.6 4.9 15.3%0.6pp 15.3%1.0pp 2%403 403 300049.SZ 72 1 17.3-1.6 14.7%-1.7pp 13.1%-1.5pp 2%118 132 688212.SH 25-18 5.4-6.7 14.4%-7.3pp 9.9%-4.9pp-34%37 54 688197.SH-U 12-1 3.4-0.7 14.0%0.3pp 5.3%0.1pp-18%24 65 002653.SZ 42 3 21.8 7.2 13.7%3.3pp 6.4%1.6pp 13%159 342 688266.SH-U 71 5 19.3 7.5 13.5%5.2pp 13.5%5.2pp 1%144 144 Wind 2024.6.30 3 17 24Q2 20()600993.SH 25 19 13.4 9.5 11.7%7.6pp 11.7%7.6pp 20%115 115 688166.SH 44 34 11.5 10.5 7.8%7.0pp 7.8%7.0pp 20%147 148 688085.SH 8 3 2.8 2.4 6.7%5.7pp 6.7%5.7pp 9%42 42 300347.SZ 79 3 73.4 12.9 22.1%5.6pp 17.5%4.4pp-3%333 420 002332.SZ 36 18 7.9 6.3 7.0%5.3pp 7.0%5.3pp 22%112 113 688266.SH-U 71 5 19.3 7.5 13.5%5.2pp 13.5%5.2pp 1%144 144 301087.SZ 9 4 3.5 1.7 11.4%5.1pp 4.9%2.3pp 2%31 71 301363.SZ 28 18 4.2 2.0 13.0%5.1pp 3.6%1.4pp 17%33 118 688293.SH 11-1 2.8 0.6 11.6%4.2pp 7.9%2.9pp-19%24 36 688336.SH 9-1 1.2 0.7 6.3%3.8pp 1.0%0.6pp-11%19 126 002223.SZ 104 35 54.8 17.6 15.5%3.7pp 14.5%3.7pp 10%353 377 300396.SZ 11-5 2.3 1.8 4.3%3.4pp 4.1%3.2pp-8%53 56 002653.SZ 42 3 21.8 7.2 13.7%3.3pp 6.4%1.6pp 13%159 342 688382.SH-U 5-2 1.2 0.8 4.1%3.2pp 2.8%2.2pp-28%29 42 300636.SZ 7 5 1.2 1.1 3.2%3.0pp 2.8%2.6pp 36%37 43 603998.SH 19 0 3.9 1.0 8.7%2.7pp 8.6%2.8pp-9%45 45 600750.SH 16-20 6.9 3.3 4.8%2.4pp 4.8%2.4pp-6%145 145 601607.SH 42 31 14.7 12.9 2.8%2.4pp 2.1%1.8pp 25%534 708 600285.SH 56 13 15.0 4.9 11.0%2.4pp 10.9%2.6pp 13%136 137 000028.SZ 15 6 11.2 4.6 6.3%2.3pp 6.3%2.4pp 13%177 179 Wind 2024.6.30 3 18 24Q2 20()300705.SZ 66-24 19.2-6.3 24.4%-21.5pp 14.8%-4.9pp 0%79 130 301015.SZ 12-23 4.6-7.8 16.6%-15.6pp 3.8%-3.4pp-29%28 124 688050.SH 30 8 16.5-0.1 11.9%-10.3pp 11.9%-0.4pp 3%139 139 688315.SH 7-1 1.0-0.7 2.3%-9.1pp 2.3%-0.7pp-23%45 45 603882.SH 12-36 10.9-33.4 8.6%-8.8pp 8.5%-8.3pp-52%127 127 688575.SH 46 8 10.5-0.0 8.0%-8.4pp 7.9%0.3pp-4%131 133 301096.SZ 11-27 4.6-5.3 11.5%-7.9pp 7.3%-4.9pp-22%40 63 688212.SH 25-18 5.4-6.7 14.4%-7.3pp 9.9%-4.9pp-34%37 54 688013.SH 3-5 0.1-2.2 1.2%-6.9pp 1.2%-3.6pp-75%12 12 300122.SZ 76-102 31.2-59.9 7.9%-6.4pp 4.6%-3.8pp-38%396 671 300573.SZ 69-8 22.9-1.4 10.4%-6.4pp 8.0%-1.1pp 7%220 286 688621.SH 10-13 4.2-3.4 8.9%-6.4pp 8.8%-2.1pp-31%48 48 688443.SH-U 8-41 3.3-3.2 12.4%-5.6pp 3.0%-1.4pp-26%26 109 301093.SZ 3-5 0.4-