核心中概股2022Q1机构持仓变化一览

华西海外团队核心中概股2022Q1机构持仓变化一览2022年5月24日请仔细阅读在本报告尾部的重要法律声明仅供机构投资者使用证券研究报告朱芸执业证书编号：S1250517030001证券研究报告发送给东方财富信息股份有限公司。版权归华西证券所有，请勿转发。 p11346301目录contents01 市值top30中概股2022Q1机构持仓变动表02 一图一表看机构持仓核心中资股变动03 风险提示证券研究报告发送给东方财富信息股份有限公司。版权归华西证券所有，请勿转发。 p221.2022Q1机构持仓市值top30中资股数量变动表证券代码证券简称持股机构数机构数环比(%)机构持股数(百万股)持股数环比(%)机构持股市值(百万美元)机构持股数占比(%)本期增持本期减持本期新持仓本期清仓交易所所属Wind行业机构数持股数(百万股)机构数持股数(百万股) 机构数持股数(百万股) 机构数持股数(百万股)BABA.N阿里巴巴861-33.564,153.64-23.2056,489.5519.152751,546.983012,068.85169425.976041,003.68NYSE零售业JD.O京东384-36.00557.27-20.1816,124.5317.84111199.93139271.158179.28297192.02NASDAQ零售业BIDU.O百度403-29.79956.55-22.5115,818.9734.60107316.75138539.838896.58259337.80NASDAQ软件与服务YUMC.N百胜中国424-38.99277.99-14.0511,547.7965.61109158.6814385.127233.2534378.43NYSE消费者服务ⅡBGNE.O百济神州164-30.80648.99-10.189,415.3748.6466211.7953181.492319.359689.49NASDAQ制药、生物科技与生命科学NIO.N蔚来335-39.20436.23-23.709,182.5825.7899134.68105247.247052.29286146.21NYSE汽车与汽车零部件PDD.O拼多多247-26.27855.53-23.048,578.8316.9299419.8263300.275972.33147276.65NASDAQ零售业NTES.O网易271-30.33464.71-29.848,336.0014.1565109.82120310.225637.03174185.73NASDAQ软件与服务TCOM.O携程网198-30.28287.48-28.946,646.5644.8077124.0065140.903621.57122116.41NASDAQ零售业LI.O理想汽车200-21.26388.76-15.875,016.9318.8264212.3551124.155148.15105139.32NASDAQ汽车与汽车零部件XPEV.N小鹏汽车194-38.80357.48-16.434,931.4420.8777166.265185.724275.76165148.01NYSE汽车与汽车零部件ZTO.N中通快递171-23.66172.57-16.934,314.3321.315656.625979.033516.768858.06NYSE运输BEKE.N贝壳153-16.85981.86-15.204,048.5527.3461547.1337238.1442147.3973335.87NYSE房地产ⅡHTHT.O华住137-24.731,213.66-15.714,003.8537.7148240.3446774.4327191.6672406.93NASDAQ消费者服务ⅡGDS.O万国数据158-23.67613.40-20.823,009.4941.0347173.6441164.0255122.86104281.92NASDAQ软件与服务BILI.O哔哩哔哩146-38.91102.79-22.032,629.4426.325357.014326.673619.0012955.14NASDAQ软件与服务BZ.OBOSS直聘92-6.12192.3419.772,395.6222.1438157.951312.123817.424437.69NASDAQ软件与服务VIPS.N唯品会177-30.0452.91-17.762,381.1540.335729.626216.91345.5011017.43NYSE零售业YMM.N满帮集团70-19.546,173.2615.732,058.7828.28224,049.9217570.9528763.2345716.23NYSE软件与服务ZLAB.O再鼎医药120-36.84456.67612.682,008.4347.7494380.8530.422375.409319.46NASDAQ制药、生物科技与生命科学ATCO.NATLAS111-19.57135.16-1.461,984.1653.6634122.70289.14312.99585.95NYSE运输TCEHY.OO腾讯控股114-26.9266.172.011,621.7927.974037.753615.861812.006014.55NASDAQ软件与服务WB.O微博99-18.18136.921.711,525.2511.973569.672338.403628.465823.40NYSE多元金融LU.N陆金所控股103-19.5383.14-16.831,510.5826.954947.192325.52256.455020.49NASDAQ制药、生物科技与生命科学LEGN.O传奇生物128-30.05189.07-15.391,437.4237.654595.084142.532550.738077.98NYSE软件与服务ATHM.N汽车之家160-29.52568.69-33.831,384.7716.7757228.5547315.772917.5096277.03NYSE媒体ⅡTME.N腾讯音乐178-19.82512.23-4.911,304.4736.1452160.7153254.354571.728967.06NASDAQ消费者服务ⅡMLCO.O新濠博亚娱乐141-22.10149.00-25.931,231.3440.004455.595482.31309.977051.35NYSE半导体与半导体生产设备DQ.N大全新能源119-26.54275.22-7.491,120.1623.402784.9738102.922970.917238.62NASDAQ多元金融FUTU.O富途控股861-33.564,153.64-23.2056,489.5519.152751,546.983012,068.85169425.976041,003.68NYSE零售业数据来源：wind、华西证券研究所证券研究报告发送给东方财富信息股份有限公司。版权归华西证券所有，