股票

267家上市公司披露中报 81股获机构持续增持(附表)

  随着中报披露公司的增多,各大机构在二季度增减持情况也浮出水面。数据显示,已披露2020年中报的267家公司中,81家在二季度持续获得机构的增持。今年第二季度我国GDP同比增长3.2%,展现出强劲复苏态势;而作为经济支柱力量的上市公司,业绩表现也透出了浓浓暖意。获机构持续增持且有可比数据的公司中,逾九成二季度实现业绩环比增长。

  81家公司获机构持续增持

  随着发布2020年中报公司的增多,包括公募基金、券商、险资、QFII等在内的各大机构二季度增减持情况也浮出水面。据同花顺(行情300033,诊股)iFinD数据统计,截止8月6日记者载稿时止,在已披露中报的267家上市公司中,81家获机构持续增持。

  其中,江龙船艇(行情300589,诊股)、恒铭达(行情002947,诊股)、和胜股份(行情002824,诊股)、三角防务(行情300775,诊股)、同有科技(行情300302,诊股)、新泉股份(行情603179,诊股)、海欣食品(行情002702,诊股)、海容冷链(行情603187,诊股)、光力科技(行情300480,诊股)、艾迪精密(行情603638,诊股)、福莱特(行情601865,诊股)、英维克(行情002837,诊股)、赛腾股份(行情603283,诊股)、卓胜微(行情300782,诊股)等31家公司机构持股较去年同期增长超过100%。

  这当中,江龙船艇机构持股较去年同期增幅最大,达到了1646342.50%;恒铭达增幅次之,为47271.91%;和胜股份增幅第三,也有31782.12%;此外,三角防务、同有科技、新泉股份、海欣食品及海容冷链机构持股较去年同期增幅也过1000%,具体的增幅是13491.71%、1260.38%、1232.51%、1044.64%、1031.99%。

  从环比上看,三角防务、和胜股份、江龙船艇、海欣食品、赛腾股份、广和通(行情300638,诊股)、金石资源(行情603505,诊股)、金麒麟(行情603586,诊股)、美诺华(行情603538,诊股)、牧原股份(行情002714,诊股)、赤峰黄金(行情600988,诊股)、恒铭达(002947)、新易盛(行情300502,诊股)、博敏电子(行情603936,诊股)、普利特(行情002324,诊股)、有友食品(行情603697,诊股)、戴维医疗(行情300314,诊股)等17家公司机构持股环比一季度增长超过100%。

  增加幅度最大的是三角防务,同花顺iFinD数据显示,各大机构二季度末合计持有公司股份数量较一季度末增加了8338.26%。其次是和胜股份,增加幅度为719.28%;排第三的江龙船艇增加了536.67%。此外,海欣食品、金石资源、金麒麟、美诺华、赛腾股份等5家公司也较一季度度末增加了超过200%。

  而这81家公司获机构持续增持的公司中,机构持有恒瑞医药(行情600276,诊股)、博迈科(行情603727,诊股)、燕塘乳业(行情002732,诊股)、万达电影(行情002739,诊股)、利尔化学(行情002258,诊股)、维力医疗(行情603309,诊股)、延长化建(行情600248,诊股)、金麒麟(603586)、金石资源(603505)、钢研高纳(行情300034,诊股)、诚迈科技(行情300598,诊股)、艾华集团(行情603989,诊股)、英维克(002837)、丰林集团(行情601996,诊股)、沃华医药(行情002107,诊股)等15家公司占流通股比例超过50%。

  机构持股占流通股比例最高的是恒瑞医药。据同花顺iFinD数据,截止二季度末,机构合计持有恒瑞医药股份数量为40.73亿股,占公司流通股的76.92%。资料显示,恒瑞医药是国内知名的抗肿瘤药、手术用药和造影剂的供应商,也是国家抗肿瘤药技术创新产学研联盟牵头单位,也是目前A股市场中,市值最高的医药上市企业。

  超九成公司二季度经营进一步向好

  今年第二季度我国GDP同比增长3.2%,展现出强劲复苏态势。而作为中国经济支柱力量的上市公司群体,第二季度的业绩表现也透出了浓浓暖意。数据显示,72家获机构持续增持且有可比数据的公司中,65家公司二季度实现业绩环比增长,占比达90.28%。

  其中,燕塘乳业、赤峰黄金、江龙船艇、英维克、延长化建、丰林集团、苏常柴A(行情000570,诊股)、维力医疗(603309)、七一二(行情603712,诊股)、领益智造(行情002600,诊股)、南卫股份(行情603880,诊股)、一汽富维(行情600742,诊股)、博敏电子(603936)、硅宝科技(行情300019,诊股)、集友股份(行情603429,诊股)、科大智能(行情300222,诊股)、光力科技(300480)等43家公司二季度业绩环比一季度增长超过100%。

  这当中,业绩环比增长幅度最大的是燕塘乳业。数据显示,燕塘乳业2020年上半年净利润约为6011.41万元,同比下降9.61%,营业收入约为7.03亿元,同比增长0.53%。今年一季度,燕塘乳业实现净利润85.46万元;按此算,公司二季度净利润为5925.95万元,环比增幅达6833.83%。此外,赤峰黄金、苏常柴A、江龙船艇、维力医疗4家公司二季度净利润也环比增长超1000%。

  根据国海证券(行情000750,诊股)研究所此前的统计,以中报业绩预告净利润上下限的均值作为参考,主板、中小板和创业板归属于母公司所有者净利润同比增速分别为负12.9%、24.6%和59.5%,二季度增速较一季度增速均有所增加。从环比看,与一季度归母净利润相比,中报业绩预告归母净利润环比增速主板为220%,中小板环比增速为221.6%,创业板环比增速为119%,业绩改善明显。

  事实上,微观企业更多感受的是生产经营上的冷暖,而企业业绩变化的背后则是市场运行的情况。今年上半年,随着统筹推进疫情防控和经济社会发展各项政策措施逐步落实落地,复工复产深入推进,生产经营秩序稳步恢复,工业企业利润状况持续改善。国家统计局公布的1至6月份全国规模以上工业企业利润数据显示,二季度工业企业利润增速实现由降转升。今年上半年,工业企业利润增速呈现“前低后高、由降转升”走势。

  81家公司获机构持续增持

  

公司
持股数量变动(万股)
持股情况
代码
名称
较上期
较上期(%)
较上年
同期
较上年同期
(%)
持股数量
(万股)
持股市值
(万元)
占流通股比例(%)
300775
三角防务
9,946.69
8,338.26
9,991.92
13,491.71
10,065.98
217,827.81
38.13
002824
和胜股份
41.79
719.28
47.45
31,782.12
47.60
1,338.51
--
300638
广和通
2,499.48
536.67
1,812.33
157.20
2,965.21
178,209.34
23.70
300589
江龙船艇
529.96
412.06
658.54
1,646,342.50
658.58
7,764.62
6.95
002702
海欣食品
131.15
396.26
149.90
1,044.64
164.25
1,065.96
0.52
603505
金石资源
10,964.89
371.87
11,295.09
431.38
13,913.46
300,530.66
58.55
603586
金麒麟
9,152.57
331.33
9,165.76
333.40
11,914.97
189,090.53
59.35
603538
美诺华
4,288.25
329.98
4,010.82
254.34
5,587.78
284,865.20
38.27
603283
赛腾股份
782.60
259.66
921.50
567.11
1,083.99
58,318.82
25.96
002714
牧原股份
58,870.87
144.73
46,537.41
87.79
99,546.96
8,162,850.51
42.10
600988
赤峰黄金
10,069.52
139.80
12,726.66
279.98
17,272.23
205,539.51
12.11
002947
恒铭达
770.48
138.54
1,323.80
47,271.91
1,326.60
84,902.59
27.25
300502
新易盛
2,787.76
123.59
2,991.66
145.81
5,043.39
317,863.45
21.08
603936
博敏电子
1,808.16
116.09
2,632.72
359.19
3,365.69
49,711.17
8.49
002324
普利特
3,730.36
114.05
4,925.13
237.23
7,001.25
105,088.72
14.26
603697
有友食品
33.60
112.00
29.63
87.20
63.60
1,283.45
--
300314
戴维医疗
37.95
104.78
58.30
367.32
74.17
1,102.17
--
603187
海容冷链
522.34
92.21
992.65
1,031.99
1,088.84
39,710.09
9.26
603429
集友股份
442.57
69.85
849.94
375.65
1,076.19
34,054.61
3.11
002351
漫步者
811.99
66.25
907.44
80.29
2,037.65
43,035.25
4.46
603229
奥翔药业
1,405.74
65.31
2,705.98
317.56
3,558.10
185,021.34
15.88
002107
沃华医药
10,831.25
59.57
10,880.13
60.00
29,014.64
322,062.46
51.51
300653
正海生物
673.29
59.49
90.71
5.29
1,805.07
139,387.87
15.04
300685
艾德生物
2,087.17
58.67
162.75
2.97
5,644.55
434,404.49
40.78
002837
英维克
4,549.00
53.98
11,164.51
616.15
12,976.50
384,363.95
54.95
300460
惠伦晶体
3,748.67
48.80
3,183.72
38.61
11,430.37
137,278.70
48.52
601865
福莱特
718.68
48.57
1,904.66
648.79
2,198.23
41,326.71
6.45
300229
拓尔思
11,279.32
47.45
10,882.62
45.03
35,051.93
402,396.20
49.69
603179
新泉股份
4,588.62
46.35
13,401.12
1,232.51
14,488.42
328,017.88
46.83
603638
艾迪精密
4,899.74
46.04
13,515.27
666.67
15,542.53
814,428.70
27.80
300136
信维通信
4,980.79
41.91
4,241.61
33.60
16,865.26
894,195.90
20.78
300037
新宙邦
2,551.99
41.62
2,479.03
39.96
8,683.07
476,903.17
33.97
600753
东方银星
2,072.66
40.00
1,658.39
29.64
7,254.33
73,413.77
40.48
300529
健帆生物
2,417.52
37.19
2,746.09
44.49
8,918.40
619,828.81
--
300627
华测导航
3,494.60
37.18
9,431.09
272.46
12,892.59
262,364.13
49.06
300220
金运激光
375.64
36.44
674.32
92.11
1,406.40
63,864.41
11.22
300575
中旗股份
593.67
32.93
820.97
52.11
2,396.38
94,633.09
29.41
603309
维力医疗
3,709.03
30.04
3,096.03
23.89
16,056.23
216,919.61
61.75
002541
鸿路钢构
1,753.61
29.28
4,417.63
132.83
7,743.39
226,416.74
20.90
603609
禾丰牧业
4,135.83
29.27
2,196.15
13.67
18,266.38
272,169.08
20.20
002439
启明星辰
5,868.65
28.35
5,095.86
23.73
26,570.83
1,117,834.73
37.21
300598
诚迈科技
1,310.34
27.60
4,308.27
246.35
6,057.10
1,147,215.55
58.24
600742
一汽富维
5,543.61
26.90
8,084.53
44.75
26,149.54
214,949.20
39.62
600255
*ST梦舟
5,251.94
23.53
4,286.49
18.41
27,571.09
28,949.64
15.58
300782
卓胜微
159.13
22.21
732.05
509.71
875.68
355,323.58
--
002194
武汉凡谷
2,315.02
21.58
979.11
8.12
13,044.49
270,021.04
26.49
600276
恒瑞医药
66,745.88
19.60
64,407.29
18.78
407,334.17
37,596,943.53
76.92
603668
天马科技
757.44
17.33
2,317.91
82.51
5,127.28
51,631.69
15.15
300480
光力科技
381.04
16.97
2,291.59
685.27
2,625.99
39,678.78
18.21
603880
南卫股份
236.60
15.56
168.57
10.61
1,757.60
30,336.18
16.40
300302
同有科技
332.49
14.44
2,440.68
1,260.38
2,634.32
33,376.86
--
002600
领益智造
3,158.69
12.18
11,250.57
63.04
29,097.51
309,306.51
15.70
300463
迈克生物
672.97
11.17
707.95
11.82
6,696.04
389,910.37
17.15
002810
山东赫达
221.39
10.59
1,262.43
120.29
2,311.93
78,050.81
18.70
300122
智飞生物
1,530.29
9.51
1,623.17
10.14
17,629.02
1,764,028.38
19.58
603712
七一二
1,530.50
9.41
1,924.94
12.13
17,794.35
682,947.21
48.56
600521
华海药业
1,407.72
9.13
518.54
3.18
16,830.97
571,074.77
--
600248
延长化建
3,318.42
9.11
4,207.50
11.84
39,735.72
159,737.59
60.51
300019
硅宝科技
631.44
8.21
2,083.60
33.40
8,321.59
97,778.64
30.60
002601
龙蟒佰利
1,881.03
7.69
553.16
2.15
26,326.41
487,038.55
18.57
002887
绿茵生态
132.49
7.28
675.60
52.97
1,951.13
23,764.70
19.49
000420
吉林化纤
6,008.20
7.14
3,276.10
3.77
90,142.24
185,693.02
45.77
300222
科大智能
537.96
6.35
1,448.37
19.17
9,004.38
73,025.54
16.70
002064
华峰氨纶
4,065.08
6.20
4,406.99
6.76
69,581.65
352,778.95
45.80
002732
燕塘乳业
587.10
6.11
568.59
5.90
10,201.64
221,171.49
65.45
000570
苏常柴A
1,041.09
5.98
1,010.67
5.79
18,456.50
82,131.41
44.87
600375
华菱星马
722.58
5.92
1,350.38
11.66
12,926.87
100,053.95
23.26
002858
力盛赛车
130.14
5.55
1,728.03
230.73
2,476.98
34,083.24
25.94
002706
良信电器
602.21
4.91
6,078.26
89.37
12,879.22
214,825.45
21.63
002258
利尔化学
1,355.70
4.31
846.97
2.65
32,785.83
584,571.40
62.82
600889
南京化纤
632.54
4.17
643.94
4.25
15,783.27
89,491.14
46.69
300034
钢研高纳
890.30
3.75
720.88
3.02
24,614.06
461,759.77
58.35
002568
百润股份
239.96
2.98
36.79
0.45
8,297.65
376,049.61
23.80
002739
万达电影
2,455.63
2.01
5,936.19
5.00
124,705.08
1,904,246.51
63.90
300238
冠昊生物
97.80
1.02
663.64
7.33
9,719.34
173,101.45
37.75
600698
ST天雁
308.16
1.01
308.16
1.01
30,855.66
64,488.33
41.83
002471
中超控股
381.00
0.81
369.47
0.79
47,404.40
98,601.16
37.48
603989
艾华集团
114.49
0.51
704.12
3.19
22,745.63
660,078.13
58.17
601996
丰林集团
140.00
0.24
7,501.87
14.95
57,675.64
145,342.61
53.39
603727
博迈科
36.09
0.21
13,139.15
320.67
17,236.51
305,948.06
73.61
000416
民生控股
25.00
0.20
409.76
3.42
12,408.14
62,288.88
23.34
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