医药电商主力仓 | 策略简介:从我们自身体验看,街上的药店相当密集也经久不衰,这个行业如10年前的服装店,如果全部上网,将产生巨大的线上市场和收益,目前医药电商的渗透率仅为个位数,距离25%的消费品线上渗透率还有很大的提升空间。而事实是最近几年网上药店已呈现爆发式增长,2019年至2021年期间,网上药店的销售额分别为1002亿元、1593亿元、2234亿元,年增速都在40%以上。机构认为,互联网医疗行业预计2030年线上市场规模约1.23万亿元,10年年均复合增长率为20.4%。而另一个事实是,中国65岁及以上人口数量占总人口已接近15%,且占比持续增加,人口老龄化加剧,发病人口率上升,医疗健康市场将进一步扩大。本策略根据主力资金流向量化数据、个股基本面量化数据,抓取龙头进行轮动,轮动周期4-5天 。 |
最新计划: | 2023年12月01日开盘价买入:2股 您当前没有订阅该策略跟踪,没有权限查看最新持仓状态。 策略订阅价:10策略币/季 (订阅期间净值增长为负不扣币) 策略换股或调仓周期:3-5个交易日 点击订阅仓位跟踪 |
交易批号 | 买入日期 | 卖出日期 | 买入市值 | 卖出/持仓市值 | 盈利金额(比例%) | 交易费用 (买入) (卖出) | 交易股票(只) | 策略累计盈利% | 止损股数 |
1 | 2023-12-01 | - | 1259346.88 | 1254736.88(持仓中) | -4861.54(-0.39%) | 251.52 - | 2 | 25.47% | 0 |
2 | 2023-11-24 | 2023-11-30 | 1265810.25 | 1259598.38 | -6464.92(-0.51%) | 252.94 1512.00 | 2 | 25.96% | 0 |
3 | 2023-11-17 | 2023-11-23 | 1241615.63 | 1266063.25 | 24200.29(1.96%) | 247.37 1515.35 | 2 | 26.61% | 0 |
4 | 2023-11-10 | 2023-11-16 | 1243194.25 | 1241863.00 | -1579.60(-0.13%) | 248.35 1490.28 | 2 | 24.19% | 0 |
5 | 2023-11-03 | 2023-11-09 | 1211710.00 | 1243442.63 | 31490.68(2.60%) | 241.92 1491.40 | 2 | 24.34% | 0 |
6 | 2023-10-27 | 2023-11-02 | 1181471.63 | 1211952.00 | 30244.51(2.56%) | 235.88 1453.59 | 2 | 21.20% | 0 |
7 | 2023-10-20 | 2023-10-26 | 1185257.25 | 1181707.50 | -3786.46(-0.32%) | 236.71 1417.73 | 2 | 18.17% | 0 |
8 | 2023-10-13 | 2023-10-19 | 1232536.13 | 1185493.88 | -47287.83(-3.85%) | 245.51 1418.31 | 2 | 18.55% | 0 |
9 | 2023-09-28 | 2023-10-12 | 1238047.38 | 1232781.63 | -5512.43(-0.45%) | 246.71 1475.70 | 2 | 23.28% | 0 |
10 | 2023-09-21 | 2023-09-27 | 1250072.63 | 1238294.13 | -12027.96(-0.96%) | 249.33 1483.60 | 2 | 23.83% | 0 |
11 | 2023-09-14 | 2023-09-20 | 1234960.25 | 1250322.00 | 15115.30(1.23%) | 246.35 1498.34 | 2 | 25.03% | 0 |
12 | 2023-09-07 | 2023-09-13 | 1234978.75 | 1235206.63 | -18.93(0.00%) | 246.69 1482.22 | 2 | 23.52% | 0 |
13 | 2023-08-31 | 2023-09-06 | 1238627.88 | 1235225.50 | -3649.45(-0.30%) | 247.11 1480.34 | 2 | 23.52% | 0 |
14 | 2023-08-24 | 2023-08-30 | 1228595.50 | 1238875.00 | 10034.57(0.82%) | 244.89 1483.47 | 2 | 23.89% | 0 |
15 | 2023-08-17 | 2023-08-23 | 1270079.00 | 1228840.38 | -41491.69(-3.28%) | 253.20 1471.49 | 2 | 22.88% | 0 |
16 | 2023-08-10 | 2023-08-16 | 1278803.88 | 1270332.13 | -8726.99(-0.68%) | 255.34 1523.69 | 2 | 27.03% | 0 |
17 | 2023-08-03 | 2023-08-09 | 1182347.25 | 1279059.13 | 96476.54(8.20%) | 235.37 1530.12 | 2 | 27.91% | 0 |
18 | 2023-07-27 | 2023-08-02 | 1196896.25 | 1182582.63 | -14552.87(-1.22%) | 239.28 1420.21 | 2 | 18.26% | 0 |
19 | 2023-07-20 | 2023-07-26 | 1219420.88 | 1197135.50 | -22527.23(-1.86%) | 241.90 1426.35 | 2 | 19.71% | 0 |
20 | 2023-07-13 | 2023-07-19 | 1242619.13 | 1219662.75 | -23204.78(-1.87%) | 248.36 1464.39 | 2 | 21.97% | 0 |
21 | 2023-07-06 | 2023-07-12 | 1236618.00 | 1242867.50 | 6002.58(0.49%) | 246.88 1490.55 | 2 | 24.29% | 0 |
22 | 2023-06-29 | 2023-07-05 | 1217541.75 | 1236864.88 | 19079.78(1.57%) | 243.31 1484.84 | 2 | 23.69% | 0 |
23 | 2023-06-20 | 2023-06-28 | 1236797.38 | 1217785.13 | -19259.06(-1.56%) | 246.87 1460.16 | 2 | 21.78% | 0 |
24 | 2023-06-13 | 2023-06-19 | 1199566.50 | 1237044.25 | 37238.82(3.12%) | 238.92 1480.24 | 2 | 23.70% | 0 |
25 | 2023-06-06 | 2023-06-12 | 1242397.88 | 1199805.38 | -42840.36(-3.46%) | 247.82 1437.56 | 2 | 19.98% | 0 |
26 | 2023-05-30 | 2023-06-05 | 1257519.50 | 1242645.75 | -15124.80(-1.20%) | 251.04 1490.16 | 2 | 24.26% | 0 |
27 | 2023-05-23 | 2023-05-29 | 1268157.63 | 1257770.50 | -10640.54(-0.84%) | 253.54 1510.57 | 2 | 25.78% | 0 |
28 | 2023-05-16 | 2023-05-22 | 1269222.38 | 1268411.13 | -1064.03(-0.08%) | 252.76 1517.39 | 2 | 26.84% | 0 |
29 | 2023-05-09 | 2023-05-15 | 1310193.75 | 1269475.13 | -40980.36(-3.13%) | 261.69 1523.08 | 2 | 26.95% | 0 |
30 | 2023-04-27 | 2023-05-08 | 1315784.75 | 1310455.50 | -5591.52(-0.43%) | 262.29 1569.25 | 2 | 31.05% | 0 |
31 | 2023-04-20 | 2023-04-26 | 1288871.25 | 1316047.00 | 26918.22(2.09%) | 257.55 1579.83 | 2 | 31.60% | 0 |
32 | 2023-04-13 | 2023-04-19 | 1289164.00 | 1289128.75 | -292.44(-0.02%) | 257.23 1545.21 | 2 | 28.91% | 0 |
33 | 2023-04-06 | 2023-04-12 | 1280960.00 | 1289421.25 | 8205.79(0.64%) | 255.46 1544.79 | 2 | 28.94% | 0 |
34 | 2023-03-29 | 2023-04-04 | 1311276.13 | 1281215.50 | -30322.52(-2.32%) | 261.94 1537.40 | 2 | 28.12% | 0 |
35 | 2023-03-22 | 2023-03-28 | 1315937.50 | 1311538.00 | -4662.34(-0.35%) | 262.78 1573.31 | 2 | 31.15% | 0 |
36 | 2023-03-15 | 2023-03-21 | 1307298.75 | 1316200.38 | 8641.05(0.66%) | 260.63 1576.34 | 2 | 31.62% | 0 |
37 | 2023-03-08 | 2023-03-14 | 1275395.50 | 1307559.38 | 31909.17(2.50%) | 254.81 1569.33 | 2 | 30.76% | 0 |
38 | 2023-03-01 | 2023-03-07 | 1309323.50 | 1275650.25 | -33933.86(-2.60%) | 260.63 1525.19 | 2 | 27.57% | 0 |
39 | 2023-02-22 | 2023-02-28 | 1328762.13 | 1309584.13 | -19442.72(-1.47%) | 264.84 1567.89 | 2 | 30.96% | 0 |
40 | 2023-02-15 | 2023-02-21 | 1285578.38 | 1329026.88 | 43191.78(3.36%) | 256.82 1594.96 | 2 | 32.90% | 0 |
41 | 2023-02-08 | 2023-02-14 | 1271227.13 | 1285835.13 | 14353.87(1.13%) | 254.10 1543.99 | 2 | 28.58% | 0 |
42 | 2023-02-01 | 2023-02-07 | 1282803.25 | 1271481.25 | -11578.25(-0.90%) | 256.18 1525.35 | 2 | 27.15% | 0 |
43 | 2023-01-18 | 2023-01-31 | 1285519.50 | 1283059.50 | -2716.97(-0.21%) | 256.91 1540.38 | 2 | 28.31% | 0 |
44 | 2023-01-11 | 2023-01-17 | 1236955.25 | 1285776.50 | 48574.48(3.94%) | 246.76 1540.97 | 2 | 28.58% | 0 |
45 | 2023-01-04 | 2023-01-10 | 1238712.00 | 1237202.00 | -1756.99(-0.14%) | 247.01 1482.02 | 2 | 23.72% | 0 |
46 | 2022-12-27 | 2023-01-03 | 1186241.25 | 1238959.00 | 52480.84(4.43%) | 236.87 1486.29 | 2 | 23.90% | 0 |
47 | 2022-12-20 | 2022-12-26 | 1204967.75 | 1186478.13 | -18729.83(-1.56%) | 240.19 1420.66 | 2 | 18.65% | 0 |
48 | 2022-12-13 | 2022-12-19 | 1231077.63 | 1205208.00 | -26115.04(-2.13%) | 245.40 1443.08 | 2 | 20.52% | 0 |
49 | 2022-12-06 | 2022-12-12 | 1192014.75 | 1231323.13 | 39070.17(3.28%) | 238.12 1477.66 | 2 | 23.13% | 0 |
50 | 2022-11-29 | 2022-12-05 | 1096269.63 | 1192252.88 | 95764.64(8.76%) | 218.69 1429.05 | 2 | 19.23% | 0 |
51 | 2022-11-22 | 2022-11-28 | 1164510.13 | 1096488.25 | -68254.55(-5.87%) | 232.54 1315.21 | 2 | 9.65% | 0 |
52 | 2022-11-15 | 2022-11-21 | 1166055.13 | 1164742.75 | -1544.69(-0.13%) | 232.23 1393.45 | 2 | 16.47% | 0 |
53 | 2022-11-08 | 2022-11-14 | 1158633.25 | 1166287.38 | 7422.54(0.64%) | 231.52 1399.97 | 2 | 16.63% | 0 |
54 | 2022-11-01 | 2022-11-07 | 1152265.25 | 1158864.75 | 6369.38(0.55%) | 230.22 1390.91 | 2 | 15.89% | 0 |
55 | 2022-10-25 | 2022-10-31 | 1113288.63 | 1152495.38 | 38984.63(3.51%) | 222.10 1381.33 | 2 | 15.25% | 0 |
56 | 2022-10-18 | 2022-10-24 | 1114173.00 | 1113510.75 | -884.91(-0.08%) | 222.59 1336.35 | 2 | 11.35% | 0 |
57 | 2022-10-11 | 2022-10-17 | 1065858.25 | 1114395.63 | 48324.52(4.54%) | 212.89 1337.18 | 2 | 11.44% | 0 |
58 | 2022-09-27 | 2022-10-10 | 1044610.44 | 1066071.13 | 21252.04(2.04%) | 208.67 1279.29 | 2 | 6.61% | 0 |
59 | 2022-09-20 | 2022-09-26 | 1059474.75 | 1044819.06 | -14866.30(-1.41%) | 210.63 1247.68 | 2 | 4.48% | 0 |
60 | 2022-09-13 | 2022-09-19 | 1096969.75 | 1059685.38 | -37503.03(-3.43%) | 218.67 1268.80 | 2 | 5.97% | 0 |
61 | 2022-09-05 | 2022-09-09 | 1109314.63 | 1097188.38 | -12347.40(-1.12%) | 221.15 1313.95 | 2 | 9.72% | 0 |
62 | 2022-08-29 | 2022-09-02 | 1074334.38 | 1109535.75 | 34986.99(3.26%) | 214.46 1330.57 | 2 | 10.95% | 0 |
63 | 2022-08-22 | 2022-08-26 | 1052379.13 | 1074548.75 | 21959.54(2.09%) | 210.16 1289.10 | 2 | 7.45% | 0 |
64 | 2022-08-15 | 2022-08-19 | 1055009.75 | 1052589.25 | -2631.38(-0.25%) | 210.92 1264.13 | 2 | 5.26% | 0 |
65 | 2022-08-08 | 2022-08-12 | 1077926.50 | 1055220.63 | -22921.28(-2.13%) | 215.37 1266.48 | 2 | 5.52% | 0 |
66 | 2022-08-01 | 2022-08-05 | 1092959.63 | 1078141.88 | -15035.66(-1.38%) | 217.93 1291.33 | 2 | 7.81% | 0 |
67 | 2022-07-25 | 2022-07-29 | 1059870.75 | 1093177.50 | 33095.26(3.13%) | 211.50 1310.55 | 2 | 9.32% | 0 |
68 | 2022-07-18 | 2022-07-22 | 1049318.88 | 1060082.25 | 10553.59(1.01%) | 209.79 1273.19 | 2 | 6.01% | 0 |
69 | 2022-07-11 | 2022-07-15 | 1054269.25 | 1049528.63 | -4951.24(-0.47%) | 210.69 1259.94 | 2 | 4.95% | 0 |
70 | 2022-07-04 | 2022-07-08 | 1070118.63 | 1054479.88 | -15852.59(-1.48%) | 213.71 1265.03 | 2 | 5.45% | 0 |
71 | 2022-06-27 | 2022-07-01 | 1086058.38 | 1070332.38 | -15942.90(-1.47%) | 216.86 1283.83 | 2 | 7.03% | 0 |
72 | 2022-06-20 | 2022-06-24 | 1012364.81 | 1086275.25 | 73708.58(7.31%) | 201.77 1300.89 | 2 | 8.63% | 0 |
73 | 2022-06-13 | 2022-06-17 | 997790.00 | 1012566.63 | 14577.24(1.46%) | 199.42 1215.69 | 2 | 1.26% | 0 |
74 | 2022-06-06 | 2022-06-10 | 999800.50 | 997989.38 | -2010.64(-0.20%) | 199.51 1196.31 | 2 | -0.20% | 0 |