【中航证券】医药生物行业周报：公募基金医药重仓持股比例环比提升，化学制药和医疗服务板块持仓比重提升-250426（16页）.pdf

《【中航证券】医药生物行业周报：公募基金医药重仓持股比例环比提升，化学制药和医疗服务板块持仓比重提升-250426（16页）.pdf》由会员分享，可在线阅读，更多相关《【中航证券】医药生物行业周报：公募基金医药重仓持股比例环比提升，化学制药和医疗服务板块持仓比重提升-250426（16页）.pdf（16页珍藏版）》请在三个皮匠报告上搜索。

1、 1 iFinD iFinD -2%-1%0%1%2%3%4%5%6%汽车美容护理基础化工机械设备公用事业电力设备家用电器轻工制造钢铁有色金属纺织服饰石油石化通信非银金融医药生物环保计算机电子建筑装饰综合建筑材料国防军工交通运输商贸零售传媒农林牧渔银行社会服务煤炭房地产食品饮料iFinD 2025426 iFinD 2025426 iFinD 2024426 2024426 0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%18.00%0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%18.00%2

2、0.00%0.00%1.00%2.00%3.00%4.00%5.00%6.00%生物制品化学制药医疗服务医疗器械医药商业中药2022Q12022H2022Q320222023Q12023H2023Q320232024Q12024H2024Q320242025Q1比例生物制品化学制药医疗服务医疗器械医药商业中药2018Q116.94%37.50%11.91%10.65%9.60%13.40%2018H20.69%33.21%13.38%10.83%8.15%13.73%2018Q323.35%25.30%18.38%12.49%8.81%11.67%201821.15%20.27%19.87%1

3、8.50%7.34%12.86%2019Q124.13%24.90%22.46%14.24%6.60%7.67%2019H22.90%25.85%23.04%14.94%6.72%6.55%2019Q321.13%28.12%26.93%14.97%5.94%2.90%201920.10%27.22%26.95%18.24%4.56%2.93%2020Q122.30%28.28%18.82%24.21%4.43%1.95%2020H24.87%24.96%23.09%21.85%3.31%1.94%2020Q323.04%20.81%29.24%22.01%3.19%1.71%202020.0

4、8%18.88%36.51%21.07%2.12%1.34%2021Q122.27%15.17%38.50%20.08%2.62%1.36%2021H15.37%9.74%51.11%20.81%1.07%1.89%2021Q312.40%8.20%59.53%16.80%0.81%2.26%202112.77%10.61%48.79%20.41%1.68%5.74%2022Q115.47%10.34%48.47%17.87%1.20%6.65%2022H13.12%8.92%50.90%17.64%1.51%7.91%2022Q311.72%12.40%40.31%25.36%2.52%7.

5、69%202210.74%14.28%42.79%21.04%3.03%8.13%2023Q110.06%17.04%36.47%21.00%3.76%11.68%2023H9.42%23.28%26.22%22.52%3.61%14.95%2023Q310.04%20.40%34.69%21.19%2.55%11.14%202313.34%23.18%25.09%27.20%2.49%8.70%2024Q111.74%27.76%16.41%31.36%3.00%9.73%2024H8.11%27.58%15.23%35.08%2.85%11.14%2024Q310.25%30.53%20.40%28.31%2.51%7.99%20249.88%30.85%20.08%28.61%2.21%8.37%2025Q15.11%35.49%22.25%24.48%1.28%5.50%