医药行业2025Q2持仓分析:医药持仓环比持续回升 医药主动基金大幅加仓化学制剂

西南证券
Jul 29, 2025

25Q2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。从公募基金持仓家数来看,公募基金数量前五的分别是恒瑞医药(552家)、药明康德(403家)、信达生物(298家)、迈瑞医疗(274家) 、三生制药(208家) 。从...

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