博涉股海
发表于 2007-10-30 22:42
<span style="FONT-WEIGHT: bold; FONT-SIZE: 16px; COLOR: #c00120; LINE-HEIGHT: 30px;"><span id="see_Title"><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; LINE-HEIGHT: 150%;"><span style="FONT-FAMILY: 宋体;">【<font color="#ff0000">编者按</font>】<font face="仿宋_GB2312">截至<span lang="EN-US">10</span>月<span lang="EN-US">25</span>日，沪深两市共有<span lang="EN-US">660</span>家上市公司年露三季报，<span lang="EN-US">QFII</span>目前已在<span lang="EN-US">93</span>家上市公司前十大流通股东名单中现身，合计持股量达到<span lang="EN-US">5.35</span>亿股，比一季度增持了<span lang="EN-US">1.74</span>亿股，增持幅度达到了<span lang="EN-US">48.27%</span>。面对市场的高估值，国内的基金、社保、保险三机构在三季度对仓位进行了减持，但<span lang="EN-US">QFII</span>的操作思路却跟他们正好相反，三季度<span lang="EN-US">QFII</span>呈现不减反增的局面，次新股成为<span lang="EN-US">QFII</span>增持的对象。<span lang="EN-US"><p></p></span></font></span></p><p><br/><br/></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; LINE-HEIGHT: 150%;"><span style="FONT-FAMILY: 宋体;"><span lang="EN-US"><p></p></span></span> </p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; LINE-HEIGHT: 150%;"><span style="FONT-FAMILY: 宋体;"> 目前，<span lang="EN-US">QFII</span>新增<span lang="EN-US">44</span>只个股，包括獐子岛、威海广泰、东力传动等，合计持股量达到了<span lang="EN-US">1.46</span>亿股，<span lang="EN-US">QFII</span>集中增持趋势明显，次新股成为<span lang="EN-US">QFII</span>增持的主力军。獐子岛被海通－汇丰－<span lang="EN-US">MERRILL LYNCH INTERNATIONAL</span>、<span lang="EN-US">UBS AG</span>、海通－中行－富通银行等三家<span lang="EN-US">QFII</span>新进仓，持股量分别为<span lang="EN-US">135.33</span>万股、<span lang="EN-US">101.53</span>万股、<span lang="EN-US">137.71</span>万股，合计占公司流通股本的<span lang="EN-US">7.09%</span>；威海广泰被汇丰－<span lang="EN-US">MERRILL LYNCH INTERNATIONAL</span>、香港上海汇丰银行有限公司等两家<span lang="EN-US">QFII</span>新进仓，持股量分别为<span lang="EN-US">114.06</span>万股、<span lang="EN-US">86.59</span>万股。<span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; LINE-HEIGHT: 150%;"><span style="FONT-FAMILY: 宋体;"> <span lang="EN-US">QFII</span>新增仓股数占比较大的南宁糖业、吉林森工、山东药玻、祁连山、美锦能源、江西水泥、盐湖钾肥、康缘药业、青岛碱业、东力传动、江山化工、华北高速等<span lang="EN-US">12</span>只股票。<span lang="EN-US">QFII</span>增仓的股票有<span lang="EN-US">14</span>只股票，包括沈阳机床、平高电气、中兴商业、焦作万方、三一重工、天通股份、长城电工等股票。其中，<span lang="EN-US">QFII</span>增持沈阳机床<span lang="EN-US">2561.9</span>万股，目前持有该公司股数为<span lang="EN-US">3204.47</span>万股，占流通股比例<span lang="EN-US">10.65%</span>；<span lang="EN-US">QFII</span>增持平高电气<span lang="EN-US">1576.46</span>万股，目前持有该公司股数为<span lang="EN-US">2164.99</span>万股，占流通股比例<span lang="EN-US">11.1%</span>；<span lang="EN-US">QFII</span>增持中兴商业<span lang="EN-US">1124.75</span>万股，占流通股比例<span lang="EN-US">12.38%</span>，持有该公司股数为<span lang="EN-US">1720.78</span>万股。减仓个股的<span lang="EN-US">21</span>只个股，分别是漳泽电力、晋亿实业、大同煤业、<span lang="EN-US">ST</span>啤酒花、昆百大<span lang="EN-US">A</span>、山东黄金、天威保变等<span lang="EN-US">7</span>只个股减持数量超过<span lang="EN-US">200</span>万股，除这些之外，还有<span lang="EN-US">14</span>只股票平仓。<span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; LINE-HEIGHT: 150%;"><span style="FONT-FAMILY: 宋体;"> 从二级市场走势来看，国庆节之后市场再次创历史新高，上证综指一举突破六千大关，股指最高为<span lang="EN-US">6124.04</span>点。统计显示，<span lang="EN-US">QFII</span>持有<span lang="EN-US">93</span>只个股中，<span lang="EN-US">9</span>月末持股市值为<span lang="EN-US">161.89</span>亿元，三季度市值增幅高达<span lang="EN-US">50%</span>；目前最新持股市值为<span lang="EN-US">154.75</span>亿元，<span lang="EN-US">10</span>月来<span lang="EN-US">QFII</span>持股市值减少<span lang="EN-US">7.14</span>亿元，幅度为<span lang="EN-US">-4.41%</span>。由于受市场整体跳水的影响，<span lang="EN-US">QFII</span>重仓股也出现了普跌的现象，尽管目前市场处于弱势，但<span lang="EN-US">QFII</span>依旧赚了个“盆满钵满”。<span lang="EN-US"><p></p></span></span></p><p class="MsoNormal" style="MARGIN: 0cm 0cm 0pt; LINE-HEIGHT: 150%;"><span style="FONT-FAMILY: 宋体;"> 三季度<span lang="EN-US">QFII</span>依旧投资具有高景气行业的龙头股，而且<span lang="EN-US">QFII</span>重仓股二季度业绩好于整体<span lang="EN-US">A</span>股市场，<span lang="EN-US">660</span>家上市公司加权每股收益为<span lang="EN-US">0.35</span>元，<span lang="EN-US">QFII</span>重仓股加权每股收益为<span lang="EN-US">0.55</span>元。其中，三季度每股收益超<span lang="EN-US">0.5</span>元的有<span lang="EN-US">26</span>家公司，每股收益在<span lang="EN-US">0.2</span>元<span lang="EN-US">-0.5</span>元之间的有<span lang="EN-US">37</span>家公司，每股收益元在<span lang="EN-US">0</span>元<span lang="EN-US">-0.2</span>元之间的个股有<span lang="EN-US">27</span>家。显然，<span lang="EN-US">QFII</span>投资股票都是绩优股，且个股的成长性良好。在行业配置上，<span lang="EN-US">QFII</span>重仓股主要锁定在机械、医药、化工、电力等四大行业。<br/></span></p></span></span>
珊瑚
发表于 2007-10-30 22:51
糊涂人
发表于 2007-10-30 23:15
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