{"code":0,"data":{"id":"s68073999e4b0da3882cf65bb","title":"公募连续三周密集调研 医药股最受青睐","keywords":[],"updated":"2025-04-22T06:39:21.737+0000","properties":{"i_clicknumber":113,"a_check_approve":["宋华"],"publishStatus":"1"},"content":"<p><strong>深圳商报·读创客户端记者 陈燕青</strong></p>\n<p>公募排排网最新数据显示，上周A股市场迎来公募机构调研热潮，共有151家公募机构对87只个股展开深入调研，覆盖23个申万一级行业，合计调研频次高达1080次。值得注意的是，这已是公募连续第三周保持单周调研频次超千次的高强度态势，充分彰显了公募在当前市场环境下积极布局、深度挖掘投资机会的强烈意愿。</p>\n<p>上周公募机构调研重点覆盖到59只个股。具体来看，银行股宁波银行上周被调研61次居首，成为上周最受公募机构调研关注个股，吸引到博时基金、华夏基金等一众头部公募机构纷纷前来调研。上周公募调研次数前十个股主要集中在医药生物行业，华东医药、贝达药业和奥浦迈三只医药股携手跻身调研榜前十，占据三席，依次被调研58次、37次和36次。</p>\n<p>公募调研呈现明显的行业集中特征，18个申万一级行业获得10次以上调研。从调研强度来看，15个行业调研频次在10-80次区间，而医药生物、电子、计算机三大科技成长板块尤为突出，单周调研频次均突破100次大关。具体来看，医药生物行业以213次调研高居榜首，覆盖12只个股；电子行业紧随其后，14只个股合计获得125次调研；计算机行业位列第三，10只个股收获112次调研。这三大科技成长板块无论是覆盖广度还是调研深度，都显著领先于其他行业。</p>\n<p>公募机构调研活跃度持续攀升，上周90家公募机构调研频次均达5次以上，日均至少调研1次，其中49家公募机构调研5-9次，35家公募机构调研10-19次，6家公募机构调研不少于20次，前十名调研均不低于16次。其中，博时基金以33次调研拔得头筹，其重点关注的33只个股中，同飞股份、合合信息、百亚股份表现尤为亮眼，周涨幅位居前列。工银瑞信基金以25次调研紧随其后，其调研组合中的利通科技、百亚股份、绝味食品等标的同样取得显著超额收益。华夏基金则以23次调研位列第三，其重点覆盖的海陆重工、绝味食品和科达利等个股成为上周市场中的领涨品种。</p>","storyType":"COMPO","contentType":"","authors":[{"uuid":"5f33ad3ab04116887cd16b0e","name":"陈燕青"}],"editors":[{"uuid":"5f33ad3ab04116887cd16b09","name":"钟国斌"}],"coverStyle":0,"coverImages":[{"type":"3:2","url":"https://sxzm-res.szpgm.com/sxzmeds/editing/image/202504/22/68072e5e90eef6a789fab6bc.png","width":1860,"height":1240}],"subtitle":"","leadinLine":"","linkUrl":"","summary":"","live":{},"source":"读创财经","category":[],"language":"","original":true,"originalUrl":"","wordCount":806,"channelId":"670a30f990ee56808c69e79e","columnId":"1a7e5f3889cd11efa1f8fa16","columnIds":["1a7e5f3889cd11efa1f8fa16","1a7e57fa89cd11efa1f8fa16","1a7e5a4989cd11efa1f8fa16"],"publishTime":"2025-04-22T06:39:27.622+0000","originalId":"ogcs-CO68072d9690eee9f4fdb18ea4","pgcUser":{},"publisher":{"uuid":"5f33ad3ab04116887cd16b0e","name":"陈燕青"},"jsonUrl":"https://dcapp.netwin.cn/a/202504/22/s68073999e4b0da3882cf65bb.json","columnName":"24小时快讯","url":"https://dcapp.netwin.cn/a/202504/22/s68073999e4b0da3882cf65bb.html","webPreviewUrl":"https://dcapp.netwin.cn/a/202504/22/s68073999e4b0da3882cf65bb.html","pageCount":1},"message":"success","timestamp":1792628941816}