> 数据图表如何了解62026-8-06华安研究• 拓展投资价值2.1 2025Q1-2026Q2全公募基金重仓医药——二级子行业持仓分布⚫ 全公募基金重仓医药——申万二级子行业持仓分布分析⚫ 2026Q2，拆分医药二级子行业持仓情况来看，化学制药、生物制品、医疗服务持仓占较大比重，医疗器械板块的持仓降至近五年最低点。全公募基金重仓医药——二级子行业持仓分布（21Q1-26Q2）化学制药医疗器械生物制品医疗服务中药Ⅱ医药商业持仓合计16.00%14.00%13.04%13.13%12.29%0.24% 0.28%12.00%0.17%13.57%12.18%1.07%11.38%10.71%0.73%10.07%10.94%10.88%11.12%1.25%10.97%3.23%10.00%4.11% 5.81%0.59%7.40%9.37%0.82%1.21% 1.38%0.76%0.69%8.00%6.00%2.76%2.01%5.39%5.08%4.29% 3.78%4.91% 3.49%4.02%2.94%2.23%2.48% 2.73%2.10% 1.48% 1.78%1.51%1.50% 1.81%2.42% 2.37%3.62% 3.22%1.63% 1.34%1.35%2.28% 2.17% 2.17%1.00%1.79%1.55%9.88% 9.66%1.03% 0.77%1.52% 1.99%1.17% 0.99%9.05%0.46%9.77% 9.68%0.37% 0.20%1.53% 1.80%8.58%0.72%1.98%1.74%0.85% 1.11%1.78%2.17%1.90%1.45%3.25% 2.72%2.05%2.45%7.97%0.24%1.45%8.85%0.26%1.90%6.53%0.21%1.71% 2.04%1.92%1.24% 1.24%1.38%0.59%2.35%4.00%2.00%0.00%2.45% 2.12%2.20% 2.25% 2.17%1.05% 1.14% 1.19% 0.91% 1.33% 1.68% 1.95% 2.51% 2.39%1.83%3.06% 3.05% 2.63% 2.94% 2.64% 3.22%3.94% 3.69% 3.12% 3.20%2021Q1 2021Q2 2021Q3 2021Q4 2022Q1 2022Q2 2022Q3 2022Q4 2023Q1 2023Q2 2023Q3 2023Q4 2024Q1 2024Q2 2024Q3 2024Q4 2025Q1 2025Q2 2025Q3 2025Q4 2026Q1 2026Q2敬请参阅末页重要声明及评级说明资料来源：wind、ifind、华安证券研究所华安证券研究所华安证券健康医疗
