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年报揭秘阳光私募最新动向 这些板块个股获青睐(附名单)

2019-04-16     牛牛财经   来源:天天基金网
文章摘要:  随着上市公司2018年年报披露进入密集期,备受市场关注的阳光私募持股情况也逐渐浮出水面。统计发现,截至4月15日,在已披露年报的1570家上市公司中,前十大流通股股东中出现阳光私募身影的公司有321家。其中,去年四季度阳光私募新进增持162只个股。值….

  随suizhuoshangshigongsi2018年niannianbaopilujinrumijiqi,备beishoushichangguanzhudeyangguangsimuchiguqingkuangyezhujianfuchushuimian。统tongjifaxian,截jiezhi4月yue15日ri,在zaiyipilunianbaode1570家jiashangshigongsizhong,前qianshidaliutonggugudongzhongchuxianyangguangsimushenyingdegongsiyou321家jia。其qizhong,去quniansijiduyangguangsimuxinjinzengchi162只zhigegu。值zhideguanzhudeshi,有you17只zhigegujin30日rineijigougeiyudekanhaopingjijiashujunzai10家jiajiyishang。今jinrifenbiecongchiguqingkuangyejiguzhihejigoupingjidengsanfangmianduishangshu162只zhigegujinxingshulifenxi,以yixiangduzhe

  年nianbaojiemiyangguangsimubujuxindongxiang,新xinjinzengchi162家jiagongsi

  当dangqianA股shangshigongsi2018年niannianbaopiluyijinrugaochao,阳yangguangsimuzuoweishichangzhongzhongyaodejigouzijinzhiyi,其qichicangdongxiangyizhishitouzizheguanzhudejiaodianzhiyi。《证zhengquanribao》市shichangyanjiuzhongxingenjushujutongjifaxian,在zaiyipilunianbaodeshangshigongsizhong,前qianshidaliutonggugudongzhongchuxianyangguangsimushenyingdegongsiyou321家jia,其qizhong162家jiagongsigupiaoshiyangguangsimuquniansijiduxinjinzengcanggu

  从congzongchicangjinelaikan,按anquniansijidumoshoupanjiacesuan,阳yangguangsimuhejichiyoushangshu162家jiagongsigupiaoyue204.79亿yiyuan,其qizhongguizhoumaotai(21.19亿yiyuan)、广guangqijituan(15.23亿yiyuan)、taihejituan(15.13亿yiyuan)、andisu(6.28亿yiyuan)、dongyangguang(5.71亿yiyuan)、gelinmei(5.46亿yiyuan)、guangweifucai(5.21亿yiyuan)、zhonghuangufen(4.84亿yiyuan)、hongfagufen(4.62亿yiyuan)和hemeihuashengwu(4.43亿yiyuan)等denggeguweiyangguangsimuqianshidazhongcanggushunxinnongyehongdougufenshanyingzhiyexingwangruijiefusite广guangjunengyuanlongxinghuagonghuagongkejishentongkuaidipulizhiyaohexingbaozhuangzhonghetaibaikangyuanyaoyehesanquanshipindeng14只zhigeguyangguangsimuchicangjineyejiaoweijuqian,均junzai2亿yiyuanyishang,上shangshu24只zhigeguyangguangsimuhejichicangjinejiuda131.23亿yiyuan

  贵guizhoumaotaizuoweiliangshidiyigaojiagu、白baijiubankuaijueduilingtouyang,机jigoudechicangbiandongwuyishoudaogejiedeguanzhu。年nianbaoshujuxianshi,前qianshidaliutonggugudongzaiquniansijiduwuyiduigaigujinxingjianchi,其qizhongshenzhenshiruifenghuibangzichanguanliyouxiangongsi-瑞ruifenghuibangsanhaosimuzhengquantouzijijinxinjingaigu348.72万wangu,为weidijiudaliutonggugudong;另lingwai,第dierdaliutonggugudongxianggangzhongyangjiesuanyouxiangongsi、第diqidaliutonggugudongzhongguogongshangyinxing-shangzheng50jiaoyixingkaifangshizhishuzhengquantouzijijin,第dibadaliutonggugudongGIC PRIVATE LIMITED在zaiquniansijidujunduigaigujinxingbutongchengdudezengchi,而erbaokuozhongyanghuijinzichanguanliyouxianzerengongsihezhongguozhengquanjinronggufenyouxiangongsidengzaineideqitadagudongbenqichicangshuliangjiaoshangqijunweibian。有youshichangrenshibiaoshi:前qianshidaliutonggugudongduiguizhoumaotaidejiandingkanhao,从congcemianzhangxianchugaigujiaogaodepeizhijiazhi

  进jinyibukan,有you94只zhigeguweiyangguangsimuxinjinpinzhong,格gelinmei(14231.58万wangu)、梅meihuashengwu(10500.00万wangu)、中zhonghuangufen(6697.49万wangu)、damingcheng(5415.32万wangu)、龙longxinghuagong(3756.17万wangu)、华huagongkeji(2354.87万wangu)、haixinjiadian(2107.71万wangu)和hedongfangdianlan(2084.33万wangu)等deng8只zhigeguyangguangsimuxinjinchigushuliangjuqian,均junzai2000万wanguyishangjiahuanengyuanminfalvye、申shentongkuaidiannuoqibailongdongfangzhongchugufenyuntianhuadonghugaoxinheyangguanggufendenggeguxinjinchigushuliangyejunzai1000万wanguyishang。另lingwai,阳yangguangsimudafujiacanghongdougufen、东dongyangguang、泰taihejituan、山shanyingzhiye、中zhonghetaibaishenkangjiaA、康kangyuanyaoye、光guangweifucaiyichangjiaoyunhejintonglingdenggegu,增zengchigufenshujunzai1000万wanguyishang

  值zhideyitideshi,从cong162只zhigeguxingyegouchenglaikan,农nonglinmuyushipinyinliaoheyousejinshusandaxingyeshejishuliangjiaoduo,均junwei5只zhi。另lingwai,建jianzhuzhuangshi、轻qinggongzhizaohexiuxianfuwusandaxingyeshejishuliangyejiaoweijuqian,均jundadao4只zhi

  机jigouzhaduikanhao、估guzhichuyudiweideshanyingzhiyezuixinshoupanjiawei3.96元yuan。华huachuangzhengquanbiaoshi: 2020年nianwaifeishoujindabeijingxia,原yuancailiaobujuchengweikandian。箱xiangbanzhixingyedezuidabianhuazaiyujinkoufeizhi2020年nianguilingzhengcelinjin,以yigongsiweidaibiaodelongtouxiangbanzhiqiyeyouwangyikaozishenqiangdaquanqiuyuancailiaobujunenglisuzaoxindejingzhengyoushi。考kaolvdaogongsimuqianhaiwaibujulingxiantaishi,维weichi“强qiangtui”评pingji,并binggeiyu6元yuan/股gumubiaojia

  值zhideyitideshi,上shangshu17只zhigeguzhong,有you16只zhigegujigougeiyuliaomubiaojiayuce,较jiaozuorishoupanjiaeryan,均junyouyidingshangxingkongjian,其qizhongzhonghuangufen(51.72%)、山shanyingzhiye(51.52%)格gelinmei(43.95%)、hangyanggufen(40.87%)、zhongcaikeji(33.65%)、广guangqijituan(32.82%)、宏hongfagufen(32.22%)、星xingwangruijie(26.12%)、申shentongkuaidi(25.99%)、haixinjiadian(23.16%)和heaiyingshi(21.32% )11只zhigeguzuorishoupanjiajiaojigouyucedezuigaomubiaojiashangxingkongjianjunzai20%以yishang。(证zhengquanribao)

  仓cangweitaisheng,私simuxunzhaoxintouzizhu线xian

  在zaijinnianyilaiA股gushichangkuaisufusudebeijingxia,股gupiaoceluesimuchanpinzhengtishouyilvshuipingbiaoxianjiaohao,一yijidupingjunshouyilvda18.47%。而erzaizhuanqianxiaoyingheshichangchixuzhendangzoushengdetizhenxia,股gupiaoceluesimujigoudetouzixinxinhecangweishuipingtongbutaisheng

  截jiezhi3月yuemo,私simupaipaiwangjiancedegupiaocelue私募基金jingliA股guxinxinzhishuwei126.15.A股gulianxusangeyueshangxingzhihou,私simujijinjinglidexinxinzhishuzhishangshengzhilishijiaogaoquyu,并bingchuangchujin1年nianlaidexingao。从conggupiaoceluesimudecangweilaikan,目muqiangupiaoceluexingsimujijindepingjuncangweiwei74.87%,较jiaoshanggeyuetongqide71.99%上shangshengjiejin3个gebaifendian,也yechuangxiajin1年niandexingao。从congyueduhuanbideqingkuanglaikan,自zi2019年niankainianyilai,股gupiaoceluesimujijinzai1月yuezhi3月yueyilianxusangeyueduiA股gujinxingjiacang,但danshi3月yuejiacangdefudujiao2月yuezeyousuofanghuan。值zhidezhuyideshi,相xiangjiaoyuniushizhouqi80%以yishangdepingjuncangweishuipingeryan,目muqiangupiaoceluesimuzhengtirengyoujiaodajiacangkongjian

  上shanghaikuanqiaojinrongshouxitouziguantangtaofenxibiaoshi,综zonghejinqiluxugongbude3月yuezhizaoyePMIheshehuirongzihuobigongyingliangdengshujulaikan,国guoneizuixinde经济数据hejinrongshujujunxianzhuhaoyuyuqi。此ciwai,近jinriguoji货币基金zuzhi(IMF)在zaidiaojiang2019年nianquanqiujingjizengchangyuqidetongshi,仍rengranjiangzhongguojingjizengchangyuqijinxingshangdiao。这zheyefanyingchuguojishehuiduizhongguojingjibaochizhonggaosuzengchangyouzhuojiandingdexinxin。整zhengtilaikan,A股gushichangjinnianyilaidebenlunshangzhangxingqingyuanyuduogefangmian,具jutibaokuoshichangbenshenguzhidililvxiaxing、高gaocengduigushidedingweitisheng、金jinrongshichanggaige、中zhongguomaoyihuanjinggaishan、经jingjijibenmianhaozhuandeng。而ermuqianzhexieliduoyinsudumeiyoufashengmingxianbianhua,从conglishiguzhidejiaodueryan,虽suiranbenlunshichangleijizhangfuyijingbuxiao,但danzhengtiguzhichuyu“山shanjiaoxiadeanquanquyu”,2019年nianquannianA股gudebiaoxianrengranzhidejixukanhao

  寻xunzhaoxintouzizhu线xian

  多duojiasimujigoubiaoshishichangjinyibuxiatanzhenggudekongjianjiaoweiyouxian。此ciwai,对duiyujijiangmijifabudeshangshigongsi2019年nianyijibao,私simujigouyebiaoshi,新xindeyejizhu线xianyejiangyouwangdailaixindetouzijihui

  唐tangtaobiaoshi,上shangzhouhoubanzhoushichangchuxiansuoliang,主zhuyaoyuanyuchangneiduishichangyizhiyuqijiaoqiang,市shichangqingxubijiaowendingticaiguduoshuchuyugaowei,活huoyuezijintoujiyiyuanbuqiang,也yeshizaochengshichangsuoliangdezhongyaoyuanyin。考kaolvdaojinqimeicishichangsuoliangdiaozheng,都dushiyikaoquanshanggudebaodongtizhenshichangrenqi,未weilaiquanshanggubankuaiyidanqiwen,即jidaibiaoshichangyejiangzouwen。从congjishumianjiaodukan,市shichangji便bianjixuhuidiao,预yujiyeyouwangzaishangzhengzongzhiqianqi3090点diandezhishuquekoufujinzhidie,进jinyibuhuidiaokongjian,预yujijiangzai4%-5%左zuoyou

  上shanghailianchuangyongquanquanyitouzizongjianluyangfenxibiaoshi,在zaijinglinianchuyilaidedafushangzhangzhihou,当dangqianshichangchuxianzhengguxuqiuyezaiqinglizhizhong,后houxushichangji便bianjinyibuxiatan,预yujihuzongzhi3000点dianfujinyejiangchuxianjiaoqiangzhicheng。而erzhendangzhenglizhihou,市shichangyujijiangzhongshishengshi,主zhuyaoguzhiyejiang沿yanzhuoyingligaishandeshichangzhu线xianzaichuangxingao。此ciwai,卢luyangfenxi,上shangzhouhoubanzhoushichangjiaoyiliangdeweisuo,反fanyingliaoshichangqianqifengkuangdezhutichaozuozhengzaizhubujiangwen,这zheduiyushichangbingbushi“坏huaishi”。随suizhuojiaoyiliangdeweisuo,这zhebufenchaozuorechao退tuiqu,将jianggeizhenzhengdezhongchangqitouzizhedailaijinchangjihui

  巨juzetouzidongshichangmachengrenwei,A股guzaiqingmingjieqianqiangshitupo3200点dianzhihou,后houqizhishuyouwangjixuxiangshangtuozhankongjian,而erzengliangzijinnengfouyuanyuanbuduanlaituidongcaishiguanjian。整zhengtilaikan,上shangzhengzongzhibenlunchangzhouqishangzhangxingqinghuanmeiyoujieshu,后houxurengjiangjixuyoujiaodafududeshangshengkongjian。(中zhongguozhengquanbao)

  广guangfajijinrenweidangxiaweijingjifusuzuihaoshike

  广guangfajijinhongguanceluebufenxirenwei,“1季jidusheronghuishengdeyuanyinlaizisanfangmian:首shouxian,政zhengceduiyuzhongxiaoqiyerongzidezhichi,导daozhibiaoneiwaipiaojuheduanqidaikuanbiaosheng,合hejizaitongbixinzengguimozhongzhanbi59%;其qicililvxiaxinghexinyonghuanjinggaishandaozhi企业债券faxingguimohuisheng,合hejizaitongbixinzengguimozhongzhanbi19%;第disan,地difangzhengfuzhaiquantiqianfaxing,合hejizaitongbixinzengguimozhongzhanbi19%。”

  根genjuyijidusherongshujubiaoxian,广guangfajijinhongguanceluebupanduan,信xinyongzhouqiguaidianyijingqueren。“1季jidudejinrongshujufanyingchuzaidichanxiangduirenxingdeqingkuangxia,政zhengfuwenzengchangdezhengcexiaoguodailaidexinyongkuozhangxiaoguoxiangdangmingxian。具jutilaikan,在zaicaizhengkuozhangyiyuandetuidongxia,地difangzhengfuzhuanxiangzhaiheqiyezhongchangqidaikuanzai2019年nian1季jidukuaisushangxing。”

  此ciwai,广guangfajijinhongguanceluebufenxizhichu,“财caizhengkuozhangqianzhitouzhiliaobufenweilaideguimo,地dichanrengyoubuquedingxing。因yinci,虽suiransherongzengsuguaidianyichuxian,但danxiangshangchixugaishandekongjianshouxian。根genjulishijingyanlaikan,社sherongzengsudeguaidianduiyingmingyijingjijiangzaijinnianxiabannianqiwen,但danmingyijingjifandandekongjianbingbuhuitaida,其qizhongzhuyaodeyueshuyinsubiaoxianzailiangfangmian:一yishihongguanjingjixuqiuduanzanweichuxianxianzhugaishan;二ershibufengongyepindegongyingshifang,使shidejiageyinsunanyouhaodebiaoxian。”

  社sherongshujufangliangduiA股guyiweizhuoshime

  广guangfajijinhongguancelueburenwei,“当dangxiashijingjifusudezuihaojieduan ,利lihaoquanyizichan。”

  “短duanqichuyujingjiqiwenfusudezuihaojieduan。3月yuejinrongshujujinyibuhaozhuan,社sherongcunliangzengsu10.7%,比bishanggeyuehuisheng0.6个gebaifendian。结jiegoufangmian,企qiyedebiaoneizhongchangqidaikuanheduanqidaikuanyijijumindezhongchangqidaikuanjunyouhuisheng,信xinyongchuandaozhujianshunchang。”广guangfajijinhongguanceluebubiaoshi,展zhanwangweilai,3-4年niandexinyongzhouqiguaidianyijingqueren,社sherongzengsudeguaidianduiyingmingyijingjijiangzaixiabannianqiwen。此ciwai,当dangxiatongzhangyalibingbuda,3月yueCPItongbijin2.3%,huobizhengceyinggaibuhuishoujin。信xinyongguaidian+通tongzhangwenhe,当dangxiachuyujingjifusudezuihaojieduan

  广guangfajijinhongguancelueburenwei,“4月yuepilude1季jidushujuzhengtixianghao,市shichangduanqirengchuyukeweiqi。但danyouyuduanqiqingxugaozhang,前qianqizhangfujiaoda,也yexujingtiweilaikenengdeyuqiluokongduishichangdechongji。可kenengdexiangxiatuoleiyinsuyouzijinmianshoujin、地dichanxiaoshoushujuhuiluo,可kenengdechaoyuqiyinsuyoujianshuijiangfeidailaidexiaofeishujuxianghao。行xingyepeizhifangmian,仍rengrantuijianzaozhouqidefangdichan、汽qiche、基jijiandengxingye。”(21世shijijingjibaodao)

  (云yunshuichanghe)

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