大曝光！这些股被狂买（名单）

中国基金报04-23

中国基金报记者若晖截至4月22日，公募基金一季报披露完毕。天相投顾数据显示，贵州茅台、宁德时代继续位居一季度公募基金第一、第二大重仓股，五粮液取代泸州老窖，晋升第三大重仓股之列。前50大重仓股反映出公募基金的核心配置，增持前50大重仓股更能反映出公募基金的最新偏好。从最新数据看，今年一季度表现强势的部分锂电池、家电龙头以及资源类股获得较多增持，宁德时代、紫金矿业、美的集团位列一季度公募基金增持...

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These stocks are wildly bought (list)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"83189":0.9,"300750":0.9,"600519":0.9,"03189":0.9,"EVS.SI":0.6},"content_text":"中国基金报记者 若晖截至4月22日，公募基金一季报披露完毕。天相投顾数据显示，贵州茅台、宁德时代继续位居一季度公募基金第一、第二大重仓股，五粮液取代泸州老窖，晋升第三大重仓股之列。前50大重仓股反映出公募基金的核心配置，增持前50大重仓股更能反映出公募基金的最新偏好。从最新数据看，今年一季度表现强势的部分锂电池、家电龙头以及资源类股获得较多增持，宁德时代、紫金矿业、美的集团位列一季度公募基金增持最多前三大重仓股。贵州茅台继续稳居头号重仓股近日，贵州茅台公布的2023年年报显示，公司首次实现营收、利润“双千亿”目标。在资本市场上，公募基金也继续坚守贵州茅台，从目前公募基金披露的一季报情况看，贵州茅台依旧是公募基金最爱个股。天相投顾数据显示，截至今年一季度末，纳入统计的5100只积极投资偏股型基金的前十大重仓股分别为：贵州茅台、宁德时代、五粮液、泸州老窖、紫金矿业、腾讯控股、美的集团、恒瑞医药、山西汾酒、立讯精密。贵州茅台继续稳坐公募基金第一大重仓股宝座。不过，相比去年四季度末，一季度公募基金持有贵州茅台无论在持股数量还是持仓市值上均有所下降。宁德时代在一季度股价上涨16.48%，公募基金一季度积极增持宁德时代，截至一季度末持股数量增至2.98亿股，持股市值达到567.08亿元，环比分别增长13.06%、31.69%，宁德时代继续坐稳公募基金第二大重仓股的位置。五粮液则取代泸州老窖，晋升公募基金第三大重仓股。值得一提的是，伴随着黄金股爆发，紫金矿业一季度股价飙升34.99%。公募基金大举出手，一季度增持紫金矿业超过2.5亿股，增持幅度接近17%。紫金矿业也从去年四季度末的第十一大重仓股晋升为今年一季度末的第四大重仓股。从其余重仓股的变化看，海尔智家、沪电股份、中微公司新进前二十大重仓股，药明康德、海康威视、三花智控退出前二十大重仓股。宁德时代被公募基金增持最多前十大重仓股代表公募基金核心配置，增减持个股更能反映基金经理最新的持股变化。天相投顾数据显示，截至一季度末，基金增持最多的50只股票主要集中在新能源、有色、家电、元器件、通信以及石油石化等几大细分领域。   其中，公募基金对宁德时代的增持力度最为明显，重仓该股的基金数从去年四季度末的757只猛增至今年一季度末的1071只。   多位知名基金经理在一季度积极增持宁德时代。兴证全球谢治宇管理的兴全合润、兴全合宜两只基金一季度合计加仓宁德时代679.76万股，是全市场加仓宁德时代力度最大的主动权益基金经理。   除此之外，紫金矿业、洛阳钼业、中国海洋石油等黄金有色油气板块龙头也被公募基金显著增持。此外，美的集团、北方华创、中际旭创等各行业龙头也被大举增持。天孚通信、新集能源等一季度强势股也得到基金的青睐，上述个股一季度涨幅均在60%以上。数据显示，一季度共有278只基金重仓持有天孚通信，增持市值超过28亿元；一季度共有65基金重仓新集能源，增持市值超过19亿元。在一季度公募基金新增前50大重仓股中，信义光能、中通快递-SW、明阳电气、诺瓦星云、英诺特位列前五。其中，英诺特是一家专注于POCT快速诊断产品研发、生产和销售的高科技生物医药企业。数据显示，英诺特一季度新进南方潜力新蓝筹、南方瑞合、建信医疗健康行业等18只基金的前十大重仓股，该股一季度大涨48.22%，不过截至4月22日，4月以来股价回调5.34%。多只个股被大举减持今年一季度，基金也对一些个股进行显著减持，其中以药明康德被减持的力度最大，去年四季度末共有264只基金重仓该股，但到了一季度末，重仓该股的基金数量锐减至62只，药明康德也从工银前沿医疗、景顺长城新兴成长、交银精选等基金的前十大重仓股名单中消失。从股价表现看，药明康德一季度股价持续下滑，整体跌幅为36.53%，截至4月22日，4月以来继续下跌8.83%，公募基金的减仓或对其造成较大抛压。   除了药明康德之外，贵州茅台、立讯精密、药明生物、三花智控、智飞生物等个股也被基金减持，重仓这些个股的基金数量均出现不同程度下降。编辑：乔伊审核：许闻顶级投资大咖云集ETF20周年论坛携手共话ETF发展机遇和挑战4月23日深圳见↓↓点击预约直播↓↓版权声明《中国基金报》对本平台所刊载的原创内容享有著作权，未经授权禁止转载，否则将追究法律责任。授权转载合作联系人：于先生（电话：0755-82468670）罕见！突发暴跌\n\n\n            今天看啥地址：http://www.jintiankansha.me/t/YGR20iQhuz","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2429429180"}