政策扶持力度加大 基金掘金两条主线

又到岁末年初，12月初以来，上证指数从4日创下47个月以来的新低1949.46点后强劲反弹，截至上周五，沪指报2233.25点，涨幅近14%；受国家政策扶持的板块成为反弹的主力。分析人士认为，这波年末掀起的反弹行情在多因素共振下有望跨年，受2013年经济工作会议及中央农村工作会议的影响，城镇化概念股和农业股有望持续升温。以下是中国资本证券网整理的基金持有城镇化概念及农业板块相关受益个股情况一览，供投资者参考。

证券代码证券简称基金持股数[股]QFII持股数[股]社保基金持股数[股]000002万科A2,472,212,08679,867,736 600048保利地产1,124,717,854 158,184,000600383金地集团813,352,375  600518康美药业547,602,043  000157中联重科384,448,959  600104上汽集团344,663,92450,041,166101,447,473601299中国北车282,364,395  600585海螺水泥256,820,26854,529,029 601766中国南车254,251,02334,752,518 000024招商地产231,725,926 18,272,829600276恒瑞医药158,673,205  600031三一重工120,771,17320,000,723 000961中南建设115,716,743  000926福星股份108,604,394  600521华海药业105,264,045 9,508,130300070碧水源95,419,373  000999华润三九90,027,136 5,686,485002146荣盛发展89,186,314 19,374,636600062华润双鹤87,249,0036,422,662 000538云南白药81,083,8944,375,152 600085同仁堂75,251,949 30,999,745600138中青旅72,790,2277,399,973 002385大北农71,233,495  000786北新建材70,003,287  002477雏鹰农牧63,114,518  600598北大荒60,445,87310,000,210 000338潍柴动力59,750,431 6,301,151002106莱宝高科56,386,947 16,821,490300144宋城股份55,072,156 4,509,964000998隆平高科49,300,3124,528,5833,799,472000888峨眉山A40,434,674 6,444,582000656金科股份38,371,789  000430张家界37,347,624 4,495,708600467好当家37,070,907 8,000,468002567唐人神31,455,430  002456欧菲光31,228,809  002353杰瑞股份26,687,981  002299圣农发展25,567,871 21,950,801600458时代新材23,273,649 5,499,942600967北方创业22,950,889 2,778,595300257开山股份22,794,141 2,637,360300026红日药业21,941,041 2,832,393000860顺鑫农业16,377,340  002306湘鄂情15,599,0941,741,210 000876新希望13,611,264 35,699,901002086东方海洋10,760,348  300241瑞丰光电10,666,332 910,963300198纳川股份8,186,548  002369卓翼科技7,136,203  002041登海种业7,038,743  002671龙泉股份6,386,989  600436片仔癀5,598,445 1,120,185002321华英农业2,009,788  600354敦煌种业1,600,000 10,000,000300234开尔新材1,068,004   $(function () { var $current = $("#Page a.current"); $("body").keydown(function (event) { if (event.keyCode == 37) { var $prev = $current.prev("a"); if ($prev != null && $prev.length > 0) { window.location.href = $prev.attr("href") } } if (event.keyCode == 39) { var $next = $current.next("a"); if ($next != null && $next.length > 0) { window.location.href = $next.attr("href") } } }) });