> 数据图表想问下各位网友2023Q4-2025Q2主动医药基金各板块超配情况
2025-7-12023Q4-2025Q2主动医药基金各板块超配情况 截至2025Q2，创新药、 传统制药、CDMO超配程度较高；医疗设备、中药等欠配程度较高。板块名称创新药传统制药CDMOCRO医疗装备药店医学检验科研服务医疗信息化血液制品原辅包互联网医疗非医药消费医药其他医疗服务疫苗商业流通医疗耗材医疗设备中药资料来源：wind，天风证券研究所25Q2持仓超配比例 25Q1持仓超配比例 24Q4持仓超配比例 24Q3持仓超配比例 24Q2持仓超配比例 24Q1持仓超配比例 23Q4持仓超配比例图：2023Q4-2025Q2主动药基金超配比例（%）20.6%9.4%5.2%0.7%-0.3%-0.3%-0.4%-0.5%-0.6%-1.4%-1.4%-1.5%-1.5%-2.1%-2.2%-2.5%-2.6%-3.5%-3.7%-4.1%-7.4%17.5%2.9%9.2%1.8%-0.3%-0.3%-0.4%-0.3%-0.7%-1.6%-1.5%-1.0%-1.8%-2.0%-1.7%-1.1%-3.1%-3.9%-2.4%-3.2%-6.2%9.7%3.2%9.6%2.5%-0.3%-0.1%-0.3%0.0%-0.6%-1.6%-1.3%-0.5%-2.0%-1.9%-1.8%-1.6%-3.6%-3.8%-1.8%-1.8%-2.1%4.2%5.2%7.0%2.7%-0.3%-0.1%0.0%-0.4%-0.5%-1.2%-1.0%-1.0%-1.7%-2.4%-1.7%-0.9%-3.5%-3.0%-0.5%0.8%-1.6%3.5%3.4%5.1%2.2%-0.3%0.2%-0.2%-0.8%-0.5%-0.7%-1.6%-0.9%-1.9%-1.8%-1.9%-0.5%-3.4%-3.1%-0.9%1.9%2.4%2.8%2.8%3.9%1.9%-0.3%1.1%0.6%-0.4%-0.6%-0.9%-1.2%-1.0%-1.2%-2.3%-1.9%1.3%-2.8%-2.6%-1.2%1.0%1.0%-0.3%0.3%9.0%1.0%-0.4%1.2%0.7%-0.6%-0.6%-0.6%-1.3%-1.4%-0.3%-1.9%-2.1%3.0%-1.8%-2.7%-1.8%0.3%0.3%6
