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外资银行入场 QFII买买买上半年加仓近2成

2017-08-18 16:37:29   中国经济网

本报记者 叶麦穗 广州报道

半年报披露进入冲刺阶段,作为重要长线投资者之一的QFII(合格境外机构投资者),二季度的投资图谱也越来越清晰。数据显示,截至8月17日,QFII出现在46家上市公司的前十大流通股股东名单中,合计持有7.57亿股,市值达282.7亿元,上半年QFII增仓幅度明显,合计增仓1.39亿股,幅度达到18.4%。从行业属性来看,电子、食品饮料、医药生物等大消费板块依然是QFII的最爱。

依然最爱大消费

QFII一向注重价值投资,以长线布局为著称。截至目前,QFII持有数量最多的个股是海康威视,截至6月末,瑞士银行持有1.25亿股,持股市值达到40.3亿元。

持股市值最大的公司则“花落”贵州茅台,三家机构——易方达资产管理(香港)有限公司、奥本海默基金、新加坡政府投资有限公司合计持有2370.3万股,持有市值高达111.8亿元,大幅领先第二名。白酒股成为今年A股市场最大的惊喜,上半年大盘调整剧烈,白酒板块单骑突袭,上演一九行情,特别是贵州茅台年初从300元出头起步,一路过关斩将,上半年的涨幅超过40%,而目前的股价已经突破500元的大关,也是迄今为止A股最“贵”个股。

此外水井坊也给QFII送上“大礼包”,截至今年年中,有5只QFII持有水井坊,分别是高盛、中国国际金融香港资产管理有限公司、美林国际、摩根大通和瑞士银行,其中中国国际金融香港资产管理有限公司为二季度为新进,合计买入706.9万股;高盛则加仓了529.9万股,二季度末的持股量达到1198.6万股。水井坊也没有愧对QFII对其的信赖,上半年的涨幅达到29.33%,而年内的涨幅则更是达到81.18%。

今年二季度QFII新进十只个股,分别是西泵股份、科大讯飞、春秋航空、华测检测、恒立液压、正海磁材、中钢国际、飞科电器、维宏股份、苏垦农发。其中西泵股份被两家机构围猎,香港金融管理局和国民年金公团(韩国)分别买入205.2万股和159万股。此外大牛股科大讯飞也被阿布达比投资局看中,合计买入642.6万股,该股上半年的涨幅达到47.8%。

雪球投资总经理李昌民对21世纪经济报道记者表示:“QFII的持股特征非常明显,其选股注重基本面,是典型的价值投资。目前其持有的个股基本上利润增速都在3成以上,而且多是扎扎实实的主营业务增长,而非补助或者其他一次性收入,具有一定的可持续性,因此上半年其持有的个股,也都表现抢眼。”

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