信息服务板块是今年表现最好的板块之一,年初至今申万信息服务指数大涨近七成,板块近40只个股年内涨幅成功翻倍。机构自然也不会错失如此大好行情,据证券时报数据部不完全统计,二季度末包括基金、券商、社保、QFII、险资五大机构重仓该板块个股高达84只,合计持仓市值高达398.45亿元,其中近半个股二季度获得机构不同程度加仓。此外,有13只个股机构持仓市值超过10亿元,包括蓝色光标、科大讯飞、省广股份、中国联通、华谊兄弟等个股,详情如下图所示。
五大机构二季度末重仓信息服务板块个股一览 | ||||||
代码 | 名称 | 持股机构家数 | 持股数量(万股) | 变动(万股) | 持股市值(万元) | 占流通股比例(%) |
300058.SZ | 蓝色光标 | 53 | 7,741.8280 | 428.4521 | 322,834.23 | 29.30 |
002230.SZ | 科大讯飞 | 56 | 6,296.4257 | -325.8847 | 290,894.87 | 19.03 |
002400.SZ | 省广股份 | 29 | 10,315.0839 | 5,641.6368 | 272,318.21 | 31.32 |
600050.SH | 中国联通 | 20 | 76,671.0134 | 19,819.0671 | 239,213.56 | 3.62 |
300027.SZ | 华谊兄弟 | 51 | 8,281.8842 | 2,619.4977 | 236,447.79 | 20.26 |
600637.SH | 百视通 | 37 | 7,112.6014 | 466.7127 | 199,152.84 | 8.51 |
600570.SH | 恒生电子 | 15 | 14,069.5511 | 1,571.8025 | 175,869.39 | 22.77 |
002065.SZ | 东华软件 | 13 | 6,526.6343 | -686.8476 | 129,227.36 | 11.05 |
300059.SZ | 东方财富 | 18 | 9,301.1445 | 8,181.4363 | 126,030.51 | 18.15 |
600880.SH | 博瑞传播 | 22 | 6,628.3595 | 3,798.4319 | 116,857.98 | 16.01 |
300212.SZ | 易华录 | 17 | 3,835.5118 | 1,646.5506 | 115,065.35 | 27.44 |
002063.SZ | 远光软件 | 17 | 7,792.8747 | -1,098.4162 | 112,607.04 | 21.87 |
300133.SZ | 华策影视 | 21 | 4,462.6475 | -55.3831 | 109,022.48 | 20.18 |
002292.SZ | 奥飞动漫 | 18 | 3,893.8449 | 587.3061 | 87,183.19 | 12.19 |
600588.SH | 用友软件 | 5 | 8,910.5586 | 767.4972 | 79,660.39 | 9.29 |
300104.SZ | 乐视网 | 10 | 3,049.1027 | 515.3791 | 79,124.22 | 9.89 |
300251.SZ | 光线传媒 | 12 | 2,225.3863 | 682.5997 | 71,234.62 | 16.11 |
300182.SZ | 捷成股份 | 17 | 2,574.8849 | 565.2563 | 68,337.45 | 47.16 |
300074.SZ | 华平股份 | 21 | 3,731.2171 | 2,437.3052 | 67,535.03 | 29.78 |
300315.SZ | 掌趣科技 | 20 | 1,976.2259 | 618.6476 | 65,175.93 | 10.10 |
002405.SZ | 四维图新 | 7 | 4,179.0505 | 458.2745 | 58,423.13 | 6.59 |
300253.SZ | 卫宁软件 | 13 | 1,373.0545 | -863.6866 | 55,746.01 | 27.45 |
002421.SZ | 达实智能 | 7 | 3,295.1949 | 512.5632 | 54,832.04 | 16.21 |
000917.SZ | 电广传媒 | 7 | 4,511.2076 | -215.2355 | 53,096.91 | 6.44 |
002153.SZ | 石基信息 | 5 | 2,638.7483 | -1,128.9894 | 52,827.74 | 16.18 |
000793.SZ | 华闻传媒 | 10 | 5,260.4959 | 796.7739 | 52,710.17 | 3.87 |
600804.SH | 鹏博士 | 9 | 4,833.8491 | -1,358.9272 | 51,190.46 | 3.61 |
300168.SZ | 万达信息 | 12 | 1,690.5152 | -2,238.1538 | 45,627.01 | 9.75 |
002410.SZ | 广联达 | 6 | 2,174.8483 | -1,727.7264 | 41,235.12 | 8.82 |
002649.SZ | 博彦科技 | 9 | 1,455.2441 | 9.7006 | 36,017.29 | 36.89 |
300079.SZ | 数码视讯 | 12 | 1,595.3586 | -0.1851 | 33,438.72 | 5.54 |
600728.SH | 佳都新太 | 14 | 2,688.1494 | 2,219.1554 | 32,284.67 | 8.28 |
600633.SH | 浙报传媒 | 8 | 1,383.2091 | -499.0406 | 29,835.82 | 9.10 |
000503.SZ | 海虹控股 | 9 | 2,079.8010 | -523.3193 | 29,283.60 | 3.04 |
300071.SZ | 华谊嘉信 | 14 | 1,808.1983 | 596.2890 | 28,895.01 | 16.27 |
002439.SZ | 启明星辰 | 3 | 1,317.3766 | -2,621.8316 | 25,925.97 | 6.78 |
603000.SH | 人民网 | 5 | 493.1433 | -525.6780 | 21,653.92 | 7.14 |
600446.SH | 金证股份 | 6 | 1,813.8346 | -191.8729 | 21,131.17 | 6.91 |
300113.SZ | 顺网科技 | 7 | 441.1587 | -1,302.2931 | 18,771.30 | 7.83 |
002368.SZ | 太极股份 | 2 | 937.8234 | -2,278.8315 | 17,996.83 | 4.15 |
300287.SZ | 飞利信 | 6 | 769.8859 | -383.2796 | 17,453.31 | 13.35 |
601928.SH | 凤凰传媒 | 12 | 2,063.1994 | -3,103.3424 | 17,351.51 | 3.13 |
600271.SH | 航天信息 | 3 | 1,262.6686 | 370.9512 | 16,692.48 | 1.37 |
300300.SZ | 汉鼎股份 | 3 | 1,172.3508 | 128.8039 | 16,530.15 | 19.61 |
300288.SZ | 朗玛信息 | 4 | 316.6546 | 113.2539 | 16,149.38 | 11.82 |
300336.SZ | 新文化 | 7 | 410.1287 | -146.1075 | 15,900.69 | 17.09 |
300002.SZ | 神州泰岳 | 3 | 985.5257 | 985.5257 | 15,758.56 | 3.12 |
300188.SZ | 美亚柏科 | 6 | 846.6620 | 362.1296 | 13,834.46 | 15.68 |
300020.SZ | 银江股份 | 8 | 609.4924 | -1,593.4685 | 13,817.19 | 2.60 |
300166.SZ | 东方国信 | 5 | 776.9137 | 197.1577 | 12,780.23 | 18.63 |
300075.SZ | 数字政通 | 5 | 409.0916 | -516.5690 | 11,577.29 | 5.52 |
300229.SZ | 拓尔思 | 3 | 537.3544 | -713.4389 | 10,564.39 | 7.85 |
600571.SH | 信雅达 | 1 | 995.9764 | -2,242.1629 | 10,079.28 | 5.04 |
600088.SH | 中视传媒 | 4 | 539.1773 | -463.9603 | 7,704.84 | 1.63 |
002331.SZ | 皖通科技 | 5 | 700.4838 | -235.2062 | 6,780.68 | 5.91 |
300324.SZ | 旋极信息 | 3 | 377.6106 | 61.7835 | 6,683.71 | 11.51 |
300085.SZ | 银之杰 | 5 | 520.8570 | 520.8570 | 6,411.75 | 8.38 |
300047.SZ | 天源迪科 | 3 | 763.5208 | 137.2712 | 5,940.19 | 4.15 |
002401.SZ | 中海科技 | 1 | 476.1605 | 476.1605 | 4,861.60 | 2.41 |
300352.SZ | 北信源 | 1 | 189.9392 | -68.3058 | 4,226.15 | 5.69 |
002148.SZ | 北纬通信 | 4 | 127.1300 | -320.7040 | 4,149.52 | 1.54 |
600373.SH | 中文传媒 | 1 | 239.2945 | -2,192.5903 | 4,079.97 | 1.28 |
002315.SZ | 焦点科技 | 1 | 100.2492 | 0.0000 | 3,488.67 | 1.69 |
002238.SZ | 天威视讯 | 1 | 203.2883 | -1,019.3718 | 2,175.18 | 0.63 |
601929.SH | 吉视传媒 | 5 | 259.0194 | 258.5194 | 1,618.87 | 0.30 |
600845.SH | 宝信软件 | 1 | 84.2570 | 84.2570 | 1,411.30 | 0.37 |
300170.SZ | 汉得信息 | 5 | 62.1227 | -2,647.6141 | 1,408.94 | 0.62 |
300051.SZ | 三五互联 | 1 | 142.5100 | 142.1800 | 1,296.84 | 0.84 |
300297.SZ | 蓝盾股份 | 1 | 43.5200 | -15.9885 | 1,113.24 | 0.77 |
300339.SZ | 润和软件 | 1 | 62.1434 | -125.6925 | 1,080.05 | 1.62 |
601098.SH | 中南传媒 | 1 | 114.2063 | -9,685.7490 | 1,062.12 | 0.29 |
600718.SH | 东软集团 | 1 | 118.5399 | -6,527.2158 | 964.91 | 0.10 |
300271.SZ | 华宇软件 | 1 | 50.9929 | -486.7938 | 911.24 | 0.55 |
000665.SZ | 湖北广电 | 1 | 82.2359 | -1,562.9039 | 865.94 | 0.60 |
300148.SZ | 天舟文化 | 2 | 50.1500 | 50.1500 | 686.05 | 0.96 |
600757.SH | 长江传媒 | 3 | 110.8773 | 110.8773 | 647.52 | 0.32 |
000719.SZ | 大地传媒 | 2 | 40.8024 | -102.2076 | 392.11 | 0.46 |
002253.SZ | 川大智胜 | 1 | 26.4641 | -736.6596 | 381.35 | 0.21 |
002181.SZ | 粤传媒 | 1 | 42.7540 | -1,153.0326 | 371.96 | 0.20 |
300291.SZ | 华录百纳 | 2 | 9.3380 | -599.0211 | 333.46 | 0.13 |
002279.SZ | 久其软件 | 1 | 29.2764 | 29.2764 | 221.33 | 0.27 |
300245.SZ | 天玑科技 | 1 | 2.0000 | 2.0000 | 25.56 | 0.04 |
600037.SH | 歌华有线 | 1 | 4.2100 | -1,305.6776 | 25.51 | 0.00 |
601801.SH | 皖新传媒 | 1 | 2.1830 | -795.4649 | 22.73 | 0.00 |