金证券记者 江风

Reporter Jiang Feng gold securities

　　基金、保险、券商买啥了，也许看看龙虎榜“机构专用”席位就能猜个八九不离十。

fund/insurance/The brokers to buy what,Maybe look at the billboard"Institutions dedicated"Can guess a close seat.

　　数据显示，近一个月来，“机构专用”主攻化工、券商、电子、医药行业，对于传统的地产、有色金属、煤炭行业则敬而远之。期间“机构专用”净买入额前二十位的分别为：中金岭南(000060,股吧)、中环股份(002129,股吧)、浙江龙盛(600352,股吧)、莱宝高科(002106,股吧)、方正证券(601901,股吧)、金种子酒(600199,股吧)、吉林敖东(000623,股吧)、苏宁电器(002024,股吧)、青青稞酒(002646,股吧)、深康佳Ａ(000016,股吧)、太极股份(002368,股吧)、庞大集团(601258,股吧)、机器人、华润三九(000999,股吧)、长安汽车(000625,股吧)、江山股份(600389,股吧)、平安银行(000001,股吧)、中工国际(002051,股吧)、闰土股份(002440,股吧)、酒鬼酒。

According to data,Nearly a month to,"Institutions dedicated"Main chemical/brokers/electronic/The pharmaceutical industry,For traditional property/Non-ferrous metal/The coal industry will stay at a respectful distance from sb.During the period"Institutions dedicated"Bought a net amount of the top 20, respectively:Zhongjin lingnan(000060,stocks)/Central co(002129,stocks)/Zhejiang Long Cheng(600352,stocks)/Lai bao tech center(002106,stocks)/Founder securities(601901,stocks)/Golden seed wine(600199,stocks)/Jilin aodong(000623,stocks)/Suning appliance(002024,stocks)/Green barley wine(002646,stocks)/Deep konka A(000016,stocks)/Tai chi co(002368,stocks)/Large group(601258,stocks)/The robot/China resources keep on(000999,stocks)/Changan automobile(000625,stocks)/Jiangshan shares(600389,stocks)/Ping an bank(000001,stocks)/camce(002051,stocks)/RunTu co(002440,stocks)/Drunk wine.

　　记者注意到，春节之后，“机构专用”除了大举买入平安银行外，还加大了对券商、医药以及新兴行业题材股的建仓力度。2月28日，平安银行上榜，“机构专用”买入6570万元；同日，3家机构合力买入方正证券超过1.47亿元；2月20日，”清一色“5家机构合力买入华润三九超过1亿元；2月26日，3家机构共买入机器人超过8300万元；3月4日，又有5家机构买入江山股份逾7200万元。

Reporters noticed that,After the Spring Festival,"Institutions dedicated"In addition to buying pingan bank,Also increased the brokerage/The position for medicine industry and emerging themes.On February 28,,Ping an bank on the list,"Institutions dedicated"Buy 65.7 million yuan;On the same day,Three institutions together to buy founder securities more than $147 million;February 20,,"All of one suit"Five agencies together to buy China resources keep on more than 100 million yuan;On February 26,,Three institutions bought a robot more than $83 million;On March 4,Has five institutions to buy all shares of more than 72 million yuan.

　　业内人士表示，近期“机构专用”的新口味值得投资者细细揣摩。平安银行未来业绩改善预期很强，主要包括生息资产规模的扩张、净息差回落幅度好于预期和资产质量的改善，其交叉销售的潜力巨大。该股周二强势涨停，从席位上看，不排除有QFII加盟做多的可能性。至于方正证券，目前已经成为券商股新的领头羊之一。日前证监会有关负责人表示，券商非现场开户新规将很快实施，这对券商股无疑是利好。而随着券商更多创新业务推出，券商今年的业绩有望超预期。

The personage inside course of study says,The recent"Institutions dedicated"The new flavors worth investors grasping.Ping an bank results improve expectations is very strong in the future,Mainly includes interest-bearing assets expansion/Net interest margins fell by better than expected and improvement in asset quality,The cross-selling potential is tremendous.The shares strong harden on Tuesday,Look from the seat,Don't rule out the possibility of QFII to do more.As for the founder securities,Now as a new one of the leading brokerage shares.The CSRC officials said yesterday,Brokerage off-site account opening new rules will come into effect soon,Brokerage stocks is undoubtedly good for that.And with the brokers to launch more innovative business,Broker's performance is expected to more than expected this year.

　　南京某私募基金经理孙浩告诉记者，“机构专用”近期明显加大了对一批题材股的买入力度，如机器人属于智能设备行业；而江山股份属于草甘膦“高效、低毒”也符合眼下环保的主旋律。

Nanjing, a private equity fund managers Sun Hao told reporters,"Institutions dedicated"Recent significant increase the buying power of a number of themes,Such as robot belongs to intelligent equipment industry;Jiangshan shares belong to glyphosate"efficient/Low toxicity"Also accord with the theme of environmental protection.