267公司披露中报81家获机构增持
随着中报披露公司的增多，各大机构在二季度增减持情况也浮出水面。数据显示，已披露2020年中报的267家公司中，81家在二季度持续获得机构的增持。今年第二季度我国GDP同比增长3.2%，展现出强劲复苏态势；而作为经济支柱力量的上市公司，业绩表现也透出了浓浓暖意。获机构持续增持且有可比数据的公司中，逾九成二季度实现业绩环比增长。
81家公司获机构持续增持
随着发布2020年中报公司的增多，包括公募基金、券商、险资、QFII等在内的各大机构二季度增减持情况也浮出水面。据数据统计，截止8月6日记者载稿时止，在已披露中报的267家上市公司中，81家获机构持续增持。
其中，江龙船艇、恒铭达、和胜股份、三角防务、同有科技、新泉股份、海欣食品、海容冷链、光力科技、艾迪精密、福莱特、英维克、赛腾股份、卓胜微等31家公司机构持股较去年同期增长超过100%。
这当中，江龙船艇机构持股较去年同期增幅最大，达到了1646342.50%；恒铭达增幅次之，为47271.91%；和胜股份增幅第三，也有31782.12%；此外，三角防务、同有科技、新泉股份、海欣食品及海容冷链机构持股较去年同期增幅也过1000%，具体的增幅是13491.71%、1260.38%、1232.51%、1044.64%、1031.99%。
从环比上看，三角防务、和胜股份、江龙船艇、海欣食品、赛腾股份、广和通、金石资源、金麒麟、美诺华、牧原股份、赤峰黄金、恒铭达、新易盛、博敏电子、普利特、有友食品、戴维医疗等17家公司机构持股环比一季度增长超过100%。
增加幅度最大的是三角防务，数据显示，各大机构二季度末合计持有公司股份数量较一季度末增加了8338.26%。其次是和胜股份，增加幅度为719.28%；排第三的江龙船艇增加了536.67%。此外，海欣食品、金石资源、金麒麟、美诺华、赛腾股份等5家公司也较一季度度末增加了超过200%。
而这81家公司获机构持续增持的公司中，机构持有恒瑞医药、博迈科、燕塘乳业、万达电影、利尔化学、维力医疗、延长化建、金麒麟、金石资源、钢研高纳、诚迈科技、艾华集团、英维克、丰林集团、沃华医药等15家公司占流通股比例超过50%。
机构持股占流通股比例最高的是恒瑞医药。截止二季度末，机构合计持有恒瑞医药股份数量为40.73亿股，占公司流通股的76.92%。资料显示，恒瑞医药是国内知名的抗肿瘤药、手术用药和造影剂的供应商，也是国家抗肿瘤药技术创新产学研联盟牵头单位，也是目前A股市场中，市值最高的医药上市企业。
超九成公司二季度经营进一步向好
今年第二季度我国GDP同比增长3.2%，展现出强劲复苏态势。而作为中国经济支柱力量的上市公司群体，第二季度的业绩表现也透出了浓浓暖意。数据显示，72家获机构持续增持且有可比数据的公司中，65家公司二季度实现业绩环比增长，占比达90.28%。
其中，燕塘乳业、赤峰黄金、江龙船艇、英维克、延长化建、丰林集团、苏常柴A、维力医疗、七一二、领益智造、南卫股份、一汽富维、博敏电子、硅宝科技、集友股份、科大智能、光力科技等43家公司二季度业绩环比一季度增长超过100%。
这当中，业绩环比增长幅度最大的是燕塘乳业。数据显示，燕塘乳业2020年上半年净利润约为6011.41万元，同比下降9.61%，营业收入约为7.03亿元，同比增长0.53%。今年一季度，燕塘乳业实现净利润85.46万元；按此算，公司二季度净利润为5925.95万元，环比增幅达6833.83%。此外，赤峰黄金、苏常柴A、江龙船艇、维力医疗4家公司二季度净利润也环比增长超1000%。
根据国海证券研究所此前的统计，以中报业绩预告净利润上下限的均值作为参考，主板、中小板和创业板归属于母公司所有者净利润同比增速分别为负12.9%、24.6%和59.5%，二季度增速较一季度增速均有所增加。从环比看，与一季度归母净利润相比，中报业绩预告归母净利润环比增速主板为220%，中小板环比增速为221.6%，创业板环比增速为119%，业绩改善明显。
事实上，微观企业更多感受的是生产经营上的冷暖，而企业业绩变化的背后则是市场运行的情况。今年上半年，随着统筹推进疫情防控和经济社会发展各项政策措施逐步落实落地，复工复产深入推进，生产经营秩序稳步恢复，工业企业利润状况持续改善。国家统计局公布的1至6月份全国规模以上工业企业利润数据显示，二季度工业企业利润增速实现由降转升。今年上半年，工业企业利润增速呈现“前低后高、由降转升”走势。
81家公司获机构持续增持
公司
持股数量变动
持股情况
代码名称较上期 较上期 较上年同期 较上年同期 持股数量 持股市值 占流通股比例 300775三角防务9,946.698,338.269,991.9213,491.7110,065.98217,827.8138.13002824和胜股份41.79719.2847.4531,782.1247.601,338.51--300638广和通2,499.48536.671,812.33157.202,965.21178,209.3423.70300589江龙船艇529.96412.06658.541,646,342.50658.587,764.626.95002702海欣食品131.15396.26149.901,044.64164.251,065.960.52603505金石资源10,964.89371.8711,295.09431.3813,913.46300,530.6658.55603586金麒麟9,152.57331.339,165.76333.4011,914.97189,090.5359.35603538美诺华4,288.25329.984,010.82254.345,587.78284,865.2038.27603283赛腾股份782.60259.66921.50567.111,083.9958,318.8225.96002714牧原股份58,870.87144.7346,537.4187.7999,546.968,162,850.5142.10600988赤峰黄金10,069.52139.8012,726.66279.9817,272.23205,539.5112.11002947恒铭达770.48138.541,323.8047,271.911,326.6084,902.5927.25300502新易盛2,787.76123.592,991.66145.815,043.39317,863.4521.08603936博敏电子1,808.16116.092,632.72359.193,365.6949,711.178.49002324普利特3,730.36114.054,925.13237.237,001.25105,088.7214.26603697有友食品33.60112.0029.6387.2063.601,283.45--300314戴维医疗37.95104.7858.30367.3274.171,102.17--603187海容冷链522.3492.21992.651,031.991,088.8439,710.099.26603429集友股份442.5769.85849.94375.651,076.1934,054.613.11002351漫步者811.9966.25907.4480.292,037.6543,035.254.46603229奥翔药业1,405.7465.312,705.98317.563,558.10185,021.3415.88002107沃华医药10,831.2559.5710,880.1360.0029,014.64322,062.4651.51300653正海生物673.2959.4990.715.291,805.07139,387.8715.04300685艾德生物2,087.1758.67162.752.975,644.55434,404.4940.78002837英维克4,549.0053.9811,164.51616.1512,976.50384,363.9554.95300460惠伦晶体3,748.6748.803,183.7238.6111,430.37137,278.7048.52601865福莱特718.6848.571,904.66648.792,198.2341,326.716.45300229拓尔思11,279.3247.4510,882.6245.0335,051.93402,396.2049.69603179新泉股份4,588.6246.3513,401.121,232.5114,488.42328,017.8846.83603638艾迪精密4,899.7446.0413,515.27666.6715,542.53814,428.7027.80300136信维通信4,980.7941.914,241.6133.6016,865.26894,195.9020.78300037新宙邦2,551.9941.622,479.0339.968,683.07476,903.1733.97600753东方银星2,072.6640.001,658.3929.647,254.3373,413.7740.48300529健帆生物2,417.5237.192,746.0944.498,918.40619,828.81--300627华测导航3,494.6037.189,431.09272.4612,892.59262,364.1349.06300220金运激光375.6436.44674.3292.111,406.4063,864.4111.22300575中旗股份593.6732.93820.9752.112,396.3894,633.0929.41603309维力医疗3,709.0330.043,096.0323.8916,056.23216,919.6161.75002541鸿路钢构1,753.6129.284,417.63132.837,743.39226,416.7420.90603609禾丰牧业4,135.8329.272,196.1513.6718,266.38272,169.0820.20002439启明星辰5,868.6528.355,095.8623.7326,570.831,117,834.7337.21300598诚迈科技1,310.3427.604,308.27246.356,057.101,147,215.5558.24600742一汽富维5,543.6126.908,084.5344.7526,149.54214,949.2039.62600255*ST梦舟5,251.9423.534,286.4918.4127,571.0928,949.6415.58300782卓胜微159.1322.21732.05509.71875.68355,323.58--002194武汉凡谷2,315.0221.58979.118.1213,044.49270,021.0426.49600276恒瑞医药66,745.8819.6064,407.2918.78407,334.1737,596,943.5376.92603668天马科技757.4417.332,317.9182.515,127.2851,631.6915.15300480光力科技381.0416.972,291.59685.272,625.9939,678.7818.21603880南卫股份236.6015.56168.5710.611,757.6030,336.1816.40300302同有科技332.4914.442,440.681,260.382,634.3233,376.86--002600领益智造3,158.6912.1811,250.5763.0429,097.51309,306.5115.70300463迈克生物672.9711.17707.9511.826,696.04389,910.3717.15002810山东赫达221.3910.591,262.43120.292,311.9378,050.8118.70300122智飞生物1,530.299.511,623.1710.1417,629.021,764,028.3819.58603712七一二1,530.509.411,924.9412.1317,794.35682,947.2148.56600521华海药业1,407.729.13518.543.1816,830.97571,074.77--600248延长化建3,318.429.114,207.5011.8439,735.72159,737.5960.51300019硅宝科技631.448.212,083.6033.408,321.5997,778.6430.60002601龙蟒佰利1,881.037.69553.162.1526,326.41487,038.5518.57002887绿茵生态132.497.28675.6052.971,951.1323,764.7019.49000420吉林化纤6,008.207.143,276.103.7790,142.24185,693.0245.77300222科大智能537.966.351,448.3719.179,004.3873,025.5416.70002064华峰氨纶4,065.086.204,406.996.7669,581.65352,778.9545.80002732燕塘乳业587.106.11568.595.9010,201.64221,171.4965.45000570苏常柴A1,041.095.981,010.675.7918,456.5082,131.4144.87600375华菱星马722.585.921,350.3811.6612,926.87100,053.9523.26002858力盛赛车130.145.551,728.03230.732,476.9834,083.2425.94002706良信电器602.214.916,078.2689.3712,879.22214,825.4521.63002258利尔化学1,355.704.31846.972.6532,785.83584,571.4062.82600889南京化纤632.544.17643.944.2515,783.2789,491.1446.69300034钢研高纳890.303.75720.883.0224,614.06461,759.7758.35002568百润股份239.962.9836.790.458,297.65376,049.6123.80002739万达电影2,455.632.015,936.195.00124,705.081,904,246.5163.90300238冠昊生物97.801.02663.647.339,719.34173,101.4537.75600698ST天雁308.161.01308.161.0130,855.6664,488.3341.83002471中超控股381.000.81369.470.7947,404.4098,601.1637.48603989艾华集团114.490.51704.123.1922,745.63660,078.1358.17601996丰林集团140.000.247,501.8714.9557,675.64145,342.6153.39603727博迈科36.090.2113,139.15320.6717,236.51305,948.0673.61000416民生控股25.000.20409.763.4212,408.1462,288.8823.34