主題策略-減持新規(guī)影響幾何

請務(wù)必閱讀正文后的聲明及說明減持新規(guī)影響幾何？推動資本市場高質(zhì)量發(fā)展的若干意見》《關(guān)于加強上市公《減持管理辦法》基本保持《減持規(guī)定》的框架和主體內(nèi)容，對市場反規(guī)則體系；二是嚴格規(guī)范大股東減持；三是有效防范繞道減持；四是細食品飲料、汽車、社會服務(wù)、家用電器等機構(gòu)偏好的板塊。值，為防止股東套現(xiàn)離場，通過規(guī)范減持，促使融資資金更能用于企業(yè)相關(guān)報告相關(guān)報告證券分析師：謝立昕 3 63.微觀流動性 7 9 4 7 7 7 3 4表3：2004年至今各行業(yè)增減持變化 5表4：2004年至今各行業(yè)市盈率分位數(shù)變化 5表5：不同區(qū)間估值和股價與凈減持相關(guān)系數(shù) 6表6：A股資金周度變動情況 8表7：行業(yè)資金變動情況 9表8：近四周陸股通行業(yè)流動情況 表10：主要行業(yè)/主題ETF份額變動情況 表12：近4周IPO和定增的行業(yè) 表13：近四周行業(yè)增減持變動情況 公司股東減持股份管理暫行的相關(guān)要求移至《上市公司董事、監(jiān)事和高級管其變動管理規(guī)則》，并做好與《上市公司創(chuàng)業(yè)投優(yōu)化大股東禁止減持的情形，明確控股股東、實際控制方應(yīng)當(dāng)持續(xù)共同遵守減持限制，法律、行政法規(guī)、中國繼續(xù)遵守相關(guān)限制；明確司法強制執(zhí)行、質(zhì)押融資融券持方式的不同遵守《減持管理辦法》，明確司法強制執(zhí)要求上市公司大股東規(guī)范、理性、有序?qū)嵤p持，充其中小股東的利益；要求上市公司董事會秘書定期《上市公司董事、監(jiān)事和高級管理人員所持本公司股份及其變動管不得減持；明確董監(jiān)高在集中競價或者大宗交易披露；明確董監(jiān)高離婚后雙方持續(xù)共同遵守相將上市公司年度報告、半年度報告的窗口期調(diào)整為“公告前十五日是在于增減持更多是套利行為，即高買低賣，以及公司為穩(wěn)定股價行為，即股價超跌時公司增持股份穩(wěn)定市場信心400300200-10040003500300025002000表3：2004年至今各行業(yè)增減持變化申萬行業(yè)2004年2005年2006年2007年2008年2009年2010年2011年2012年2013年2014年2015年2016年2017年2018年2019年2020年2021年2022年2023年2024年合計 1,208.6054.5540.496.75-15.19-283.04-283.04-289.18-333.31-343.95-344.85-354.41-372.53-405.82-440.32-478.60-539.64-548.59-549.98-909.66-935.03-1,144.30-1,300.52-1,563.13-1,586.08-1,839.08-2,051.16-2,207.34-2,565.75-3,620.16-4,517.10-4,722.10-25.33-22.19-12.19-64.90-12.20-0.14-13.08-7.06-6.87-19.51-30.52-4.21-7.26-33.75-9.15-14.36-28.46-16.29-25.53-23.70-6.41-18.09-28.83-7.73-25.33-22.19-12.19-64.90-12.20-0.14-13.08-7.06-6.87-19.51-30.52-4.21-7.26-33.75-9.15-14.36-28.46-16.29-25.53-23.70-6.41-18.09-28.83-7.73-133.10-51.89-32.77-21.21-8.94-50.93-106.53-10.09-20.534.49-58.02-10.08-1.98-28.91-10.70-6.0417.84-12.38-8.53-11.13-17.18-15.23-26.38-16.45-6.62-14.70-7.71-4.79-80.37-91.15-11.56-115.35-20.94-55.65-61.19-32.40-38.59-39.41-28.25-9.006.27-19.32-2.27-0.00-13.443.29-14.7827.81-6.80-5.55-8.803.41-7.92-14.54-1.75-14.34-8.33-0.39-2.92-5.97-42.91-3.17-105.11-15.31-38.40-27.18-5.16-17.46-39.18-1.1322.320.005.262.7026.06-3.42-44.55-4.41-1.61-20.53-18.23-5.274.205.48-11.70-6.44-19.44-12.82-3.77-1.27-20.30-22.98-29.11-17.21-16.19-33.52-12.11-66.80-67.87-64.49-74.09-69.94-54.54-45.89-0.7327.00-4.00-9.03-0.58-8.01-6.70-0.74-3.88-6.28-44.09-11.24-6.34-91.23-18.07-22.18-5.08-15.41-66.53-14.12-24.04-23.67-56.34-10.81-62.26-33.31-57.75-36.95-51.39-83.59-48.00-39.96-44.40-21.21-115.713.89-113.88-54.38-24.96-38.07-31.92-11.90-58.17-41.607.88-42.95-34.72-88.53-46.84-77.36-131.75-192.69-327.59-312.60-89.07-119.92-300.94-429.10-502.48-447.49-829.96-922.15-72.7763.488.60-37.58-9.68-25.08-114.98-11.43-59.81-2.14-81.78-41.77-28.80-52.42-99.62-59.52-140.02-101.45-211.45-310.59-273.15-116.31-179.18-341.23-148.50-223.77-226.11-582.33-721.94-1,127.51-1,167.17229.89-8.1915.33-43.25-2.79-20.34-37.79-1.58-49.47-2.36-55.76-29.23-28.55-10.18-62.92-32.70-41.98-41.60-153.53-93.98-70.33-108.68-20.00-144.08-104.92-179.99-148.73-191.12-493.70-685.17-575.16188.88-3.48-8.63-19.89-7.75-2.58-50.74-2.63-14.04-5.28-3.14-24.09-43.22-1.56-40.73-10.77-21.04-23.96-36.90-26.28-30.36-31.32-57.45-91.00-53.71-74.26-70.66-79.66-162.44-108.76-114.95-204.7213.91-19.71-352.45-0.80-7.55-23.71-17.31-30.96-24.70-29.95-27.82-31.44-37.42-35.12-110.82-12.96-144.99-113.40-66.72-110.55-61.93-58.11-171.57-92.87-115.05-140.11-116.44-351.62-415.65-499.87-26.3960.6227.80-246.57-12.07-0.0911.20-22.793.53-14.02-5.394.91-0.753.3614.9317.135.9211.23-18.72-8.532.7924.41-46.14-33.22-54.39-25.30-34.173.00-177.53-57.77-157.3225.81-3.4325.76-41.76-0.92-1.40-9.333.19-6.86-15.6512.44-5.13-13.90-11.86-12.305.31-13.40-15.172.91-26.63-7.822.00-48.87-8.14-53.83-29.99-22.63-33.09-45.48-12.39-53.8866.487.9429.062.240.97-3.474.31-2.85-1.02-5.005.18-4.88-2.556.17-2.21-17.59-0.05-0.414.92-4.33-17.38-8.59-5.944.64-1.91-7.13-17.9862.50-61.6526.07-138.02-10.12-102.89-72.78-51.37-44.45-15.17-57.21-36.17-65.91-27.73-44.76-104.09-73.94-45.47-27.41-89.32-162.63-211.30-145.04-122.70-96.73-286.20-498.53-448.35-249.43-375.51-595.04126.6524.46-2.97515.2818.443.67219.82-89.10-23.33-4.3327.42-15.61-10.26-36.76-24.42-41.64-25.77-41.73-29.48-48.62-44.85-92.58-112.93-197.63-33.08-167.41-120.95-94.91-270.12-206.94-118.66314.78-38.76-27.79183.89-5.61-6.69-18.653.97-18.63-9.19-1.01-28.89-53.44-17.44-50.47-23.57-30.67-41.19-23.95-13.39-58.35-114.13-122.54-50.61-218.88-156.98-169.65-181.79-150.88-124.19-119.74586.02-57.768.01436.666.49-56.65-58.65-37.07-276.88-80.33-89.45-88.57-11.67-39.02-41.02-11.81-23.38-70.254.66-136.93-129.88-198.70-92.11-312.41-247.95-121.11-131.51-230.20-264.91-93.2615.2460.30-10.9754.2126.313.415.28-31.5115.28-17.6018.8519.7935.40-81.7218.16-32.72-42.9330.89-9.84-31.69-3.78-6.83-13.24-204.72-29.67-42.1027.139.68-146.74-53.54-4.51--17.84-公用事業(yè)17.84---石油石化--0.27-0.27-3.12綜合3.12---美容護理---0.01-0.370.000.540.01-0.370.000.5422.60-2.295.030.000.190.4113.27-0.030.47---煤炭---0.93-0.00-0.93-0.000.43-26.523.7426.523.74-0.11商貿(mào)零售紡織服飾--環(huán)保--0.10-0.14-0.10-0.14-輕工制造--交通運輸----家用電器----農(nóng)林牧漁-----通信---0.49-0.05-0.217.890.49-0.05-0.217.89-0.099.71-22.06-1.50-0.85-0.76-0.94-0.50-4.56---國防軍工--0.00-0.4010.430.00-0.4010.43-0.02有色金屬--傳媒---2.720.40-2.720.400.923.12機械設(shè)備-基礎(chǔ)化工---電力設(shè)備---1.01-2.05-0.04-1.01-2.05-0.04-0.90-電子-醫(yī)藥生物-0.966.855.1-843.1-417.5-811.7-795.3-711.1-416.5-1032.4-1374.5-1858.5-918.3-424.2-750.3-3412.4-6496.0-5480.5-4171.3-3192.835.3-0.966.855.1-843.1-417.5-811.7-795.3-711.1-416.5-1032.4-1374.5-1858.5-918.3-424.2-750.3-3412.4-6496.0-5480.5-4171.3-3192.835.3-32,950.44表4：2004年至今各行業(yè)市盈率分位數(shù)變化申萬一級銀行公用事業(yè)石油石化房地產(chǎn)綜合美容護理建筑裝飾煤炭社會服務(wù)鋼鐵商貿(mào)零售紡織服飾環(huán)保建筑材料輕工制造交通運輸家用電器農(nóng)林牧漁通信食品飲料國防軍工汽車有色金屬傳媒非銀金融機械設(shè)備基礎(chǔ)化工電力設(shè)備計算機醫(yī)藥生物200490.374.988.784.656.025.683.084.849.931.167.460.668.576.938.386.590.838.034.423.155.637.873.348.929.942.428.7200584.29.954.144.525.829.937.265.662.99.627.95.3200685.142.457.278.165.497.488.651.726.021.081.565.043.686.731.055.386.762.74.491.380.252.642.481.799.865.955.833.59.776.661.8200798.991.897.197.398.998.498.085.284.461.397.998.495.998.188.695.598.694.872.998.288.398.656.295.386.686.794.994.185.883.598.5200884.864.265.573.942.20.485.091.440.234.062.636.153.268.734.452.674.766.525.189.936.856.941.454.635.565.5200979.798.784.391.882.691.591.964.772.374.173.391.375.685.672.459.681.574.80.783.394.986.474.882.665.679.383.927.076.167.2201070.673.060.943.264.960.662.246.077.767.056.452.246.340.574.468.372.135.464.243.677.264.758.938.641.331.294.553.8201165.168.962.856.628.249.667.250.352.355.158.974.250.572.651.227.873.641.652.253.777.855.331.266.363.1201262.775.638.849.129.773.224.643.839.721.762.826.527.030.428.37.09.531.021.930.832.220136.552.027.10.077.032.824.23.852.446.448.85.339.528.90.326.120.040.347.166.352.033.451.936.220143.245.420.341.347.341.242.677.928.244.851.643.04.471.921.471.853.138.653.952.846.5201561.682.486.776.796.082.791.894.395.897.781.699.593.970.990.297.263.098.476.695.495.571.199.599.498.499.296.194.4201629.932.989.865.192.02.546.792.860.365.578.290.258.546.068.878.031.994.261.995.360.06.591.288.280.777.490.766.0201749.469.278.150.067.095.256.781.840.662.164.870.866.367.868.049.984.853.779.435.555.787.968.264.155.657.369.7201827.239.565.120.439.331.239.824.922.728.550.329.727.432.236.829.449.158.333.931.463.126.450.320.539.3201947.735.145.339.824.032.06.847.839.260.168.851.658.033.348.851.345.830.856.430.7202020.941.476.25.284.930.537.460.226.356.060.15.074.677.943.767.152.663.840.793.867.691.5202154.39.386.427.081.831.626.650.850.84.640.188.458.574.743.732.149.680.664.243.073.6202271.428.574.825.338.039.397.425.175.848.443.868.533.95.920233.658.435.737.866.984.963.864.442.035.720.537.934.949.580.20.551.465.588.048.320247.729.656.972.90.651.939.44.420.458.422.236.457.922.931.256.442.659.063.229.1上證指數(shù)87.970.084.195.578.789.762.947.911.03.60.775.845.855.327.536.137.046.734.728.737.8表s：不同區(qū)間估值和股價與凈減持相關(guān)系數(shù)年度凈減持和估值變化相關(guān)系數(shù)申萬行業(yè)2004-至今2011-至今2011-2023 食品飲料-0.32-0.82-0.82 汽車-0.51-0.77-0.81 鋼鐵-0.46-0.77-0.77 社會服務(wù)-0.63-0.76-0.75 家用電器-0.14-0.71-0.70 美容護理-0.50-0.69-0.69 煤炭-0.31-0.65-0.66 紡織服飾-0.22-0.52-0.49 計算機-0.46-0.37-0.38 電力設(shè)備-0.22-0.39-0.35 機械設(shè)備-0.40-0.34-0.33 環(huán)保-0.21-0.36-0.31 有色金屬-0.34-0.33-0.28 公用事業(yè)-0.23-0.25-0.25 非銀金融0.38-0.25-0.24 國防軍工-0.33-0.23-0.20 商貿(mào)零售-0.21-0.18-0.17 建筑材料-0.18-0.17-0.16石油石化-0.22-0.19-0.16年度凈減持和股價變化相關(guān)系數(shù)申萬行業(yè)2004-至今2011-至今2022-2023 電力設(shè)備-0.79-0.79-0.84 食品飲料-0.81-0.78-0.84 電子-0.81-0.80-0.84 醫(yī)藥生物-0.76-0.78-0.80 社會服務(wù)-0.78-0.74-0.79 機械設(shè)備-0.72-0.73-0.79 國防軍工-0.69-0.75-0.76 汽車-0.69-0.67-0.75 家用電器-0.68-0.64-0.75 基礎(chǔ)化工-0.63-0.68-0.74 美容護理-0.61-0.73-0.72 有色金屬-0.43-0.52-0.68 計算機-0.75-0.59-0.60 非銀金融-0.62-0.54-0.53 農(nóng)林牧漁-0.52-0.44-0.46 石油石化-0.21-0.25-0.42 公用事業(yè)-0.36-0.41-0.41 交通運輸-0.30-0.39-0.39 鋼鐵-0.14-0.37-0.35 建筑材料-0.45-0.35-0.34 紡織服飾-0.45-0.37-0.34 通信-0.36-0.20-0.23 傳媒-0.44-0.24-0.19 環(huán)保-0.37-0.21-0.14 輕工制造-0.37-0.16-0.13銀行0.11-0.12-0.12-0.07-0.07-0.11輕工制造-0.20-0.16-0.11醫(yī)藥生物-0.02-0.08-0.08-0.05 銀行-0.21-0.04-0.05 交通運輸0.10-0.08-0.05 傳媒0.28-0.11-0.04 農(nóng)林牧漁0.080.100.09 通信-0.040.100.17 基礎(chǔ)化工0.080.210.24 建筑裝飾0.140.470.50 綜合0.260.540.54房地產(chǎn)0.160.840.87 商貿(mào)零售-0.23-0.020.04 煤炭0.090.280.17 建筑裝飾0.230.470.49 綜合0.270.500.51房地產(chǎn)0.350.530.56給予明確的處罰細則。通過復(fù)盤歷史可得，減持DR007%中債國債到期收益率:2年%4.03.53.02.52.00萬得全A換手率分位數(shù)均值中國:中債國債到期收益率:10年90%80%70%60%50%40%30%20%2.53.03.54.04.53.微觀流動性表6：A股資金周度變動情況分類石油石化石油石化鋼鐵煤炭基礎(chǔ)化工有色金屬機械設(shè)備電力設(shè)備國防軍工汽車家用電器紡織服飾輕工制造食品飲料農(nóng)林牧漁醫(yī)藥生物商貿(mào)零售社會服務(wù)美容護理計算機傳媒通信電子環(huán)保公用事業(yè)交通運輸建筑材料建筑裝飾房地產(chǎn)銀行非銀金融綜合陸股通ETF融資融券股權(quán)融資解禁增減持 0.30.5------ -0.6-0.70.0--8.7-7.0-2.8-5.5-0.60.1-0.1-0.1- 0.30.5------ -0.6-0.70.0--8.7-7.0-2.8-5.5-0.60.1-0.1-0.1--2.5 3.7---0.2---0.00.0--1.60.9---6.10.1--0.30.1--4.54.5-2.4-4.6 -3.2-0.9-5.2-12.32.1 9.45.76.6-0.00.0 3.40.1-2.33.122.0-0.0 17.68.65.4-47.3-1.1 -1.54.3-7.3-14.30.2 -22.7-2.89.8-29.60.4 -3.9-0.95.4-18.1-0.2 -2.2—-0.1--0.1 3.5—1.9-23.8-0.1 -9.51.61.6-62.70.01.1-0.25.6-0.10.0 -22.124.41.6-66.1-0.30.6—-1.8-0.3-0.5 -1.7—0.1--0.0 -1.7—0.5-2.60.3 -5.9-2.3-17.9-14.82.9 -10.28.3-1.1-0.1-0.21.51.9-5.5 -6.611.8-11.7-136.8-1.1-1.64.4-17.33.7-2.4-0.0--4.4-17.33.7-2.4-0.0-----3.9-------0.5—-0.1---滬股通凈買入億元深股通凈買入億元陸股通凈買入滬股通凈買入億元深股通凈買入億元陸股通凈買入億元2,0006005006005001,6004001,40030020020001,000800-100600-200400-300-400200-4000-50002020-06-242021-06-242022-06-242020-06-242021-06-242022-06-242023-06-24表8：近四周陸股通行業(yè)流動情況 申萬一級20240430202405102024051720240524近四周合計趨勢圖 電力設(shè)備47.0-13.1-1.117.- 公用事業(yè)10.75.4-2.636.149.6- 非銀金融32.00.912.03.948.8 食品飲料11.841.4-1.8-9.541.9 醫(yī)藥生物34.719.48.7-22.140.7---. 有色金屬18.68.1-3.19.433.0電子15.9-6.320.8-6.6 建筑材料1.14.65.111.021.8 輕工制造4.41.86.43.516.1 基礎(chǔ)化工13.27.0-2.1-3.2 農(nóng)林牧漁5.36.31.91.1 機械設(shè)備-9.915.04.23.412.7..-- 交通運輸3.55.50.42.411.8 煤炭5.02.2-0.34.511.3 石油石化8.21.5-1.50.38.5 家用電器5.8-2.76.6-3.9- 環(huán)保1.85.0-0.6-0.65.7 美容護理2.92.80.5-1.74.6 紡織服飾2.32.30.6-2.23.0 建筑裝飾-2.75.81.6-1.63.0 通信18.2-11.9-5.91.5- 綜合0.5-0.40.0-0.5-0.4 社會服務(wù)1.5-1.20.5-1.7-0.8 商貿(mào)零售-1.7-1.20.50.6-1.8 鋼鐵-2.4-1.41.30.5-1.9 國防軍工-1.4-3.31.2-1.5-4.9-.r- 計算機-6.3-11.56.6-5.9-17.1 汽車-1.4-15.98.6-22.7-31.3傳媒-12.3-15.5-3.1-10.2-41.12,0001,50002,0001,5000偏股基金億份平均認購時間天募資額/偏股基金億份平均認購時間天募資額/募集目標右4030200100%80%60%40%20%0%2024/04/302024/05/13002000-100偏股型基金份額收盤價60,00056,00054,00052,0002021/09/102022/09/102023/09/103,8003,4003,2003,00002020/1/12021/1/12022/1/120232024/4/302024/5/102024/5/172024/5/240-50-100股票型債券型商品型貨幣型跨境型寬基指數(shù)2024/4/30ETF份額2024/5/10（億份）2024/5/172024/5/24ETF變動2024/4/302024/5/102024/5/172024/5/24上證50518.76367.13321.71865.472158.201682.71509.46239.45239.45160.14502.70357.11302.82867.20867.202138.501689.95508.43237.43176.32487.11354.94295.18865.722121.701694.43508.04245.47197.38495.26347.12283.26873.39873.392134.691705.39507.79242.37210.612.00%6.97%0.21%0.59%0.25%-0.36%0.67%2.84%-3.10%-2.73%-5.87%0.20%-0.91%0.43%-0.20%-0.84%10.11%-3.10%-0.61%-2.52%-0.17%-0.79%0.27%-0.08%3.39%11.94%-2.20%-4.04%0.89%0.89%0.61%0.65%0.65%-0.05%-1.26%6.70%中證1000創(chuàng)業(yè)板指滬深300科創(chuàng)50科創(chuàng)創(chuàng)業(yè)50MSCI中國A50表10：主要行業(yè)/主題ETF份額變動情況行業(yè)/主題2024/4/30ETF份額2024/5/102024/5/172024/5/24ETF變動2024/4/302024/5/102024/5/172024/5/24有色金屬128.94201.81138.10135.90135.90142.00144.65126.66202.93202.93137.14133.53141.09143.24128.28201.59135.84135.65141.00142.54133.98210.14135.67139.06139.44141.520.19%-1.77%0.55%-0.66%4.44%4.24%電力設(shè)備新能車-0.03%-0.70%-0.95%-0.12%新能電池-074%-174%251%新能源-0.35%-0.64%-0.06%-1.11%碳中和-0.70%-0.98%-0.49%-0.72%151.551842.07142.91262.61262.61150.381821.17133.65262.22144.061806.82126.14266.92142.701831.24125.92268.52-0.34%-0.23%-2.92%-0.40%-0.77%-1.13%-6.48%-0.15%-4.20%-0.79%-5.62%-0.94%-0.17%0.60%醫(yī)藥生物農(nóng)林牧漁食品飲料TMT304.22168.94154.99984.06309.46168.64156.49992.89311.55166.71158.041003.27312.85164.38166.391015.07-0.31%-0.12%-0.39%-0.18%0.97%0.90%0.68%-1.15%0.99%0.42%-1.40%5.28%計算機傳媒國防軍工262.77262.77357.36363.37872.03111.51259.21356.23374.11885.93109.25265.27350.62374.99889.56105.64269.59346.07373.27887.16109.33109.33-1.36%2.34%-0.05%-0.18%-1.17%0.09%-0.32%2.96%2.96%-2.03%-1.57%0.23%0.41%-3.30%-1.30%-0.46%-0.46%-0.27%3.49%非銀金融銀行-1000申萬一級20240430202405102024051720240524近四周合計趨勢圖有色金屬-22.0食品飲料-7.7-15.46.6房地產(chǎn)-6.0鋼鐵0.36.0-5.45.4公用事業(yè)--8.74.5銀行-3.4-基礎(chǔ)化工-5.6-5.2-5.24.2紡織服飾0.1-0.12.8-0.2-0.12.6輕工制造-1.1-0.4農(nóng)林牧漁-0.7-3.4--0.10.8---.-交通運輸3.24.4-0.8-7.0-0.2商貿(mào)零售--1.8-1.2社會服務(wù)-1.90.6-0.30.1-1.6■----3.5-1.3-2.45.4-1.8環(huán)保-1.2-0.4-0.3-0.7-2.6-4.05.2-0.5-5.5-4.9機械設(shè)備-4.1-1.0-2.3-6.2石油石化-2.4-0.52.0-6.1-7.0-4.64.4-1.6-7.3-9.0建筑材料-2.9-2.3-1.1-2.8-9.2傳媒-4.9-5.3-1.1-9.4計算機4.6-9.8-17.9-12.2建筑裝飾0.9-1.0-7.9-5.5-13.5煤炭-3.5-4.7-1.6-4.6-14.5非銀金融5.63.1-7.0-17.3-15.6----15.8-0.7-4.5-11.7-32.62022-062022-072022-082022-092022-102022-112022-122022-062022-072022-082022-092022-102022-112022-122023-012023-022023-032023-042023-052023-062023-072023-082023-092023-102023-112023-122024-012024-022024-032024-042024-05配股募集資金（億元）定增募集資金（億元）配股募集資金（億元）定增募集資金（億元）1000.00800.00600.00400.00200.000.00表12：近4周IPO和定增的行業(yè)IPO2024/4/302024/5/102024/5/172024/5/24合計定增2024/4/302024/5/102024/5/172024/5/24合計石油石化鋼鐵煤炭基礎(chǔ)化工有色金屬機械設(shè)備電力設(shè)備國防軍工家用電器紡織服飾輕工制造食品飲料農(nóng)林牧漁醫(yī)藥生物商貿(mào)零售社會服務(wù)美容護理計算機傳媒通信環(huán)保公用事業(yè)交通運輸建筑材料建筑裝飾房地產(chǎn)銀行非銀金融綜合-----3.573.57--------------------------------------------------------------------------------------------3.053.05------------------------------6.62------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------石油石化鋼鐵煤炭基礎(chǔ)化工有色金屬機械設(shè)備電力設(shè)備國防軍工汽車家用電器紡織服飾輕工制造食品飲料農(nóng)林牧漁商貿(mào)零售社會服務(wù)計算機傳媒環(huán)保公用事業(yè)交通運輸建筑材料房地產(chǎn)銀行綜合石油石化鋼鐵煤炭基礎(chǔ)化工有色金屬機械設(shè)備電力設(shè)備汽車家用電器石油石化鋼鐵煤炭基礎(chǔ)化工有色金屬機械設(shè)備電力設(shè)備國防軍工汽車家用電器紡織服飾輕工制造食品飲料農(nóng)林牧漁商貿(mào)零售社會服務(wù)計算機傳媒環(huán)保公用事業(yè)交通運輸建筑材料房地產(chǎn)銀行綜合石油石化鋼鐵煤炭基礎(chǔ)化工有色金屬機械設(shè)備電力設(shè)備汽車家用電器紡織服飾輕工制造食品飲料農(nóng)林牧漁醫(yī)藥生物商貿(mào)零售社會服務(wù)美容護理計算機傳媒環(huán)保公用事業(yè)交通運輸建筑材料建筑裝飾房地產(chǎn)銀行非銀金融綜合8060400未來四周預(yù)計解禁市值合計億元800600200040040004003003500200300002500-1002500表13：近四周行業(yè)增減持變動情況凈增持石油石化2024/4/302024/5/102024/5/172024/5/240.77--0.00--0.22-6.38-0.612.05-