公募再加仓医药!恒瑞、药明康德、信达、三生获重仓

医药魔方Invest
Jul 30

2025年Q2,医药股的热闹景象依旧在延续。根据Wind和西南证券整理数据显示,2025Q2,医药生物A股全部公募基金占比10.05%,环比+0.82pp;剔除主动医药基金占比7.25%,环比+0.90pp;再剔除指数基金医药持仓占比7.38%,环比+1.95pp;申万医药板块市值占比为6.32%,环比+0.06pp。2025Q2外资持股占比则基本持平。图源:《2025Q2持仓分析:医药持仓持续...

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