工银瑞信基金赵蓓二季报出炉！恒瑞医药(600276.SH)为第一重仓

智通财经07-19

智通财经APP获悉，7月18日，工银瑞信基金赵蓓旗下基金公布2024年二季报，截至二季度末，赵蓓管理规模接近200亿元，其中，工银瑞信前沿医疗股票基金规模约114.93亿元，报告期内的净值增长率为-6.71%；工银瑞信医疗保健股票基金规模约32.22亿元，报告期内的净值增长率为-9.45%。具体来看，工银瑞信前沿医疗股票基金过去6个月、过去1年和过去3年表现均不理想，分别亏损14.95%、...

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Hengrui Medicine (600276. SH) is the first heavyweight position","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600276":1},"content_text":"智通财经APP获悉，7月18日，工银瑞信基金赵蓓旗下基金公布2024年二季报，截至二季度末，赵蓓管理规模接近200亿元，其中，工银瑞信前沿医疗股票基金规模约114.93亿元，报告期内的净值增长率为-6.71%；工银瑞信医疗保健股票基金规模约32.22亿元，报告期内的净值增长率为-9.45%。具体来看，工银瑞信前沿医疗股票基金过去6个月、过去1年和过去3年表现均不理想，分别亏损14.95%、23.58%、47.93%。而从过去5年收益率接近70%。从最新的重点持仓股来看，截至二季度末，工银瑞信前沿医疗股票基金的十大重仓股分别为恒瑞医药、迈瑞医疗、东阿阿胶、科伦药业、华润三九、华润双鹤、信立泰、华东医药、鱼跃医疗、昆药集团。其中，鱼跃医疗、昆药集团和信立泰为二季度新进重仓股，爱尔眼科、智飞生物、百洋医药则退出了前十大重仓股。赵蓓表示，二季度该基金延续顺应产业和时代发展方向的配置思路，在创新药、中药、医疗器械、消费医疗等板块的布局进行了调整，在细分领域和个股上进行再平衡。赵蓓指出，6月份以来国家医保局对于医保零售药店进行价格治理的一系列文件和药品比价的专项行动，引起了市场担忧，并引发药店和中药OTC板块的大幅回调。但今年的《政府工作报告》中首次提到要加快创新药等行业发展，国家对于创新药行业支持和呵护的态度非常明显。资料显示，赵蓓拥有15年证券从业经验，2010年加入工银瑞信，现任研究部副总经理、投资总监、基金经理。2010年4月12日加入工银瑞信基金管理有限公司，现担任研究部副总经理、投资总监、基金经理。赵蓓是市场上知名的医药基金经理，一度被称为“医药女神”，管理规模一度超过300亿元。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.28.3","shortVersion":"4.28.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2452490687"}