> 数据图表如何了解2025Q2创新药&传统制药板块基金主要持仓企业2025-7-12025Q2创新药&传统制药板块基金主要持仓企业图：2025Q2主动药基金创新药&传统制药主要持仓企业（截至20250630）代码名称持仓结构分类25Q2持仓市值（亿元）占比（全部主动药基持仓）相较于Q1增减（亿元）1801.HK688506.SH信达生物百利天恒688266.SH泽璟制药-U688235.SH百济神州-U创新药创新药创新药创新药6990.HK 科伦博泰生物-B 创新药300765.SZ新诺威9926.HK6160.HK康方生物百济神州688382.SH益方生物-U688428.SH诺诚健华-U688192.SH迪哲医药-U688331.SH荣昌生物688578.SH艾力斯9688.HK688336.SH1952.HK300558.SZ2162.HK9969.HK再鼎医药三生国健云顶新耀贝达药业康诺亚-B诺诚健华688197.SH首药控股-U创新药创新药创新药创新药创新药创新药创新药创新药创新药创新药创新药创新药创新药创新药创新药资料来源：wind，天风证券研究所61.2053.9350.6249.8043.4043.1633.5024.4019.9916.4911.318.436.756.623.072.912.842.792.312.245.6%4.9%4.6%4.6%4.0%3.9%3.1%2.2%1.8%1.5%1.0%0.8%0.6%0.6%0.3%0.3%0.3%0.3%0.2%0.2%24.5420.423.356.619.2119.01-2.40-3.4016.722.862.143.77-0.88-5.362.360.90-3.67-4.451.510.34代码名称600276.SH恒瑞医药002422.SZ1530.HK002294.SZ002653.SZ科伦药业三生制药信立泰海思科1093.HK石药集团传统制药传统制药传统制药传统制药传统制药传统制药1177.HK中国生物制药 传统制药3692.HK000963.SZ300723.SZ300204.SZ002755.SZ002773.SZ600079.SH2096.HK翰森制药华东医药一品红舒泰神奥赛康康弘药业人福医药先声药业传统制药传统制药传统制药传统制药传统制药传统制药传统制药传统制药688302.SH海创药业-U传统制药600521.SH华海药业000915.SZ603707.SH华特达因健友股份301263.SZ泰恩康传统制药传统制药传统制药传统制药持仓结构分类25Q2持仓市值（亿元）占比（全部主动药基持仓）相较于Q1增减（亿元）97.0953.0644.6443.6233.0118.1714.4913.3910.417.956.844.702.992.531.961.701.210.760.620.568.9%4.9%4.1%4.0%3.0%1.7%1.3%1.2%1.0%0.7%0.6%0.4%0.3%0.2%0.2%0.2%0.1%0.1%0.1%0.1%-10.805.7336.7532.922.715.901.501.623.065.206.840.24-0.38-2.621.370.48-0.510.73-0.060.387天风证券健康医疗
