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: | 2024年05月14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 | 2024-05-14 | - | 1353182.38 | 1374152.38(持仓中) | 20700.06(1.53%) | 269.90 - | 2 | 37.42% | 0 |
2 | 2024-05-07 | 2024-05-13 | 1339216.25 | 1353452.25 | 13968.43(1.04%) | 267.65 1624.93 | 2 | 35.35% | 0 |
3 | 2024-04-25 | 2024-05-06 | 1323773.38 | 1339483.88 | 15446.25(1.17%) | 264.28 1606.45 | 2 | 33.95% | 0 |
4 | 2024-04-18 | 2024-04-24 | 1287029.13 | 1324037.63 | 36751.27(2.86%) | 257.21 1589.55 | 2 | 32.40% | 0 |
5 | 2024-04-11 | 2024-04-17 | 1246581.88 | 1287286.25 | 40455.26(3.25%) | 249.15 1545.58 | 2 | 28.73% | 0 |
6 | 2024-04-02 | 2024-04-10 | 1229873.00 | 1246831.00 | 16712.31(1.36%) | 245.79 1496.89 | 2 | 24.68% | 0 |
7 | 2024-03-26 | 2024-04-01 | 1225003.88 | 1230118.75 | 4870.41(0.40%) | 244.52 1475.03 | 2 | 23.01% | 0 |
8 | 2024-03-19 | 2024-03-25 | 1277752.25 | 1225248.38 | -52759.04(-4.13%) | 255.18 1469.86 | 2 | 22.52% | 0 |
9 | 2024-03-12 | 2024-03-18 | 1281073.38 | 1278007.38 | -3321.56(-0.26%) | 255.63 1531.92 | 2 | 27.80% | 0 |
10 | 2024-03-05 | 2024-03-11 | 1293454.63 | 1281329.00 | -12383.61(-0.96%) | 258.04 1535.56 | 2 | 28.13% | 0 |
11 | 2024-02-27 | 2024-03-04 | 1269883.63 | 1293712.63 | 23575.83(1.86%) | 253.24 1549.90 | 2 | 29.37% | 0 |
12 | 2024-02-20 | 2024-02-26 | 1226151.88 | 1270136.88 | 43739.99(3.57%) | 245.06 1524.95 | 2 | 27.01% | 0 |
13 | 2024-02-05 | 2024-02-19 | 1101170.25 | 1226396.88 | 125006.80(11.37%) | 219.89 1471.37 | 2 | 22.64% | 0 |
14 | 2024-01-29 | 2024-02-02 | 1164218.25 | 1101390.13 | -63060.68(-5.42%) | 232.64 1322.03 | 2 | 10.14% | 0 |
15 | 2024-01-22 | 2024-01-26 | 1208446.88 | 1164450.88 | -44236.35(-3.68%) | 240.50 1391.86 | 2 | 16.45% | 0 |
16 | 2024-01-15 | 2024-01-19 | 1209436.50 | 1208687.25 | -990.95(-0.08%) | 241.73 1451.21 | 2 | 20.87% | 0 |
17 | 2024-01-08 | 2024-01-12 | 1239267.13 | 1209678.25 | -29836.01(-2.41%) | 247.11 1448.90 | 2 | 20.97% | 0 |
18 | 2023-12-29 | 2024-01-05 | 1217918.38 | 1239514.25 | 21352.44(1.75%) | 243.41 1488.14 | 2 | 23.95% | 0 |
19 | 2023-12-22 | 2023-12-28 | 1232597.25 | 1218161.75 | -14681.52(-1.19%) | 246.02 1460.56 | 2 | 21.82% | 0 |
20 | 2023-12-15 | 2023-12-21 | 1251456.25 | 1232843.25 | -18862.56(-1.51%) | 249.59 1477.00 | 2 | 23.28% | 0 |
21 | 2023-12-08 | 2023-12-14 | 1224230.88 | 1251705.88 | 27230.47(2.23%) | 244.54 1502.01 | 2 | 25.17% | 0 |
22 | 2023-12-01 | 2023-12-07 | 1241529.50 | 1224475.38 | -17301.90(-1.40%) | 247.80 1468.11 | 2 | 22.45% | 0 |
23 | 2023-11-24 | 2023-11-30 | 1247900.88 | 1241777.38 | -6372.92(-0.51%) | 249.36 1490.57 | 2 | 24.18% | 0 |
24 | 2023-11-17 | 2023-11-23 | 1224010.50 | 1248150.38 | 23895.68(1.96%) | 244.22 1496.10 | 2 | 24.82% | 0 |
25 | 2023-11-10 | 2023-11-16 | 1225562.25 | 1224254.75 | -1552.18(-0.13%) | 244.72 1468.49 | 2 | 22.43% | 0 |
26 | 2023-11-03 | 2023-11-09 | 1194475.13 | 1225807.00 | 31093.09(2.60%) | 238.79 1472.11 | 2 | 22.58% | 0 |
27 | 2023-10-27 | 2023-11-02 | 1164676.25 | 1194714.00 | 29805.16(2.56%) | 232.58 1433.24 | 2 | 19.47% | 0 |
28 | 2023-10-20 | 2023-10-26 | 1168408.50 | 1164908.88 | -3732.76(-0.32%) | 233.18 1396.57 | 2 | 16.49% | 0 |
29 | 2023-10-13 | 2023-10-19 | 1215010.25 | 1168641.63 | -46610.81(-3.85%) | 242.11 1398.69 | 2 | 16.86% | 0 |
30 | 2023-09-28 | 2023-10-12 | 1220338.63 | 1215252.38 | -5329.29(-0.44%) | 242.95 1453.32 | 2 | 21.53% | 0 |
31 | 2023-09-21 | 2023-09-27 | 1232689.75 | 1220581.63 | -12353.84(-1.01%) | 245.80 1462.05 | 2 | 22.06% | 0 |
32 | 2023-09-14 | 2023-09-20 | 1217402.38 | 1232935.50 | 15290.35(1.26%) | 242.75 1476.90 | 2 | 23.29% | 0 |
33 | 2023-09-07 | 2023-09-13 | 1217733.00 | 1217645.13 | -331.45(-0.03%) | 243.48 1462.55 | 2 | 21.76% | 0 |
34 | 2023-08-31 | 2023-09-06 | 1221328.00 | 1217976.50 | -3595.42(-0.29%) | 243.96 1461.47 | 2 | 21.80% | 0 |
35 | 2023-08-24 | 2023-08-30 | 1229905.75 | 1221571.88 | -8578.24(-0.70%) | 244.35 1457.86 | 2 | 22.16% | 0 |
36 | 2023-08-17 | 2023-08-23 | 1271465.38 | 1230150.13 | -41568.97(-3.28%) | 253.82 1475.14 | 2 | 23.02% | 0 |
37 | 2023-08-10 | 2023-08-16 | 1280190.88 | 1271719.13 | -8726.99(-0.68%) | 255.34 1523.69 | 2 | 27.17% | 0 |
38 | 2023-08-03 | 2023-08-09 | 1182448.13 | 1280446.13 | 97762.22(8.29%) | 235.77 1534.08 | 2 | 28.04% | 0 |
39 | 2023-07-27 | 2023-08-02 | 1196997.50 | 1182683.88 | -14552.87(-1.22%) | 239.28 1420.21 | 2 | 18.27% | 0 |
40 | 2023-07-20 | 2023-07-26 | 1219522.13 | 1197236.75 | -22527.23(-1.86%) | 241.90 1426.35 | 2 | 19.72% | 0 |
41 | 2023-07-13 | 2023-07-19 | 1243453.63 | 1219764.00 | -23937.79(-1.93%) | 248.06 1461.70 | 2 | 21.98% | 0 |
42 | 2023-07-06 | 2023-07-12 | 1237441.50 | 1243701.75 | 6012.93(0.49%) | 247.40 1493.68 | 2 | 24.37% | 0 |
43 | 2023-06-29 | 2023-07-05 | 1218365.75 | 1237688.88 | 19079.78(1.57%) | 243.31 1484.84 | 2 | 23.77% | 0 |
44 | 2023-06-20 | 2023-06-28 | 1238146.75 | 1218609.13 | -19785.16(-1.60%) | 247.55 1463.58 | 2 | 21.86% | 0 |
45 | 2023-06-13 | 2023-06-19 | 1200589.13 | 1238394.25 | 37565.81(3.14%) | 239.29 1482.88 | 2 | 23.84% | 0 |
46 | 2023-06-06 | 2023-06-12 | 1243747.50 | 1200828.50 | -43167.13(-3.48%) | 248.13 1439.02 | 2 | 20.08% | 0 |
47 | 2023-05-30 | 2023-06-05 | 1259496.00 | 1243995.63 | -15751.20(-1.26%) | 250.83 1488.16 | 2 | 24.40% | 0 |
48 | 2023-05-23 | 2023-05-29 | 1270169.25 | 1259746.88 | -10676.05(-0.84%) | 253.69 1511.42 | 2 | 25.97% | 0 |
49 | 2023-05-16 | 2023-05-22 | 1271558.88 | 1270422.88 | -1389.41(-0.11%) | 253.52 1521.56 | 2 | 27.04% | 0 |
50 | 2023-05-09 | 2023-05-15 | 1312563.63 | 1271812.38 | -41013.07(-3.13%) | 261.84 1523.95 | 2 | 27.18% | 0 |
51 | 2023-04-27 | 2023-05-08 | 1318189.25 | 1312825.50 | -5627.03(-0.43%) | 263.23 1574.82 | 2 | 31.28% | 0 |
52 | 2023-04-20 | 2023-04-26 | 1291192.50 | 1318452.50 | 27002.26(2.09%) | 257.85 1581.70 | 2 | 31.85% | 0 |
53 | 2023-04-13 | 2023-04-19 | 1291423.00 | 1291450.25 | -230.39(-0.02%) | 257.64 1547.75 | 2 | 29.15% | 0 |
54 | 2023-04-06 | 2023-04-12 | 1283031.38 | 1291680.63 | 8393.46(0.66%) | 255.76 1546.82 | 2 | 29.17% | 0 |
55 | 2023-03-29 | 2023-04-04 | 1313019.38 | 1283287.13 | -29994.12(-2.29%) | 262.00 1538.15 | 2 | 28.33% | 0 |
56 | 2023-03-22 | 2023-03-28 | 1317677.25 | 1313281.25 | -4659.01(-0.35%) | 262.92 1574.15 | 2 | 31.33% | 0 |
57 | 2023-03-15 | 2023-03-21 | 1308961.50 | 1317940.25 | 8717.55(0.67%) | 261.11 1579.35 | 2 | 31.79% | 0 |
58 | 2023-03-08 | 2023-03-14 | 1277037.38 | 1309222.63 | 31930.31(2.50%) | 254.94 1570.16 | 2 | 30.92% | 0 |
59 | 2023-03-01 | 2023-03-07 | 1311363.63 | 1277292.38 | -34332.53(-2.63%) | 261.22 1528.27 | 2 | 27.73% | 0 |
60 | 2023-02-22 | 2023-02-28 | 1330908.63 | 1311624.88 | -19549.45(-1.47%) | 265.82 1573.64 | 2 | 31.16% | 0 |
61 | 2023-02-15 | 2023-02-21 | 1287648.88 | 1331174.38 | 43268.56(3.37%) | 257.06 1596.53 | 2 | 33.12% | 0 |
62 | 2023-02-08 | 2023-02-14 | 1273297.88 | 1287905.88 | 14353.87(1.13%) | 254.10 1543.99 | 2 | 28.79% | 0 |
63 | 2023-02-01 | 2023-02-07 | 1284897.63 | 1273552.00 | -11602.47(-0.90%) | 256.91 1529.65 | 2 | 27.36% | 0 |
64 | 2023-01-18 | 2023-01-31 | 1287625.63 | 1285154.50 | -2728.34(-0.21%) | 257.17 1541.89 | 2 | 28.52% | 0 |
65 | 2023-01-11 | 2023-01-17 | 1237833.50 | 1287882.88 | 49802.15(4.03%) | 247.25 1545.41 | 2 | 28.79% | 0 |
66 | 2023-01-04 | 2023-01-10 | 1239407.63 | 1238080.75 | -1574.21(-0.13%) | 247.29 1483.96 | 2 | 23.81% | 0 |
67 | 2022-12-27 | 2023-01-03 | 1186937.25 | 1239655.00 | 52480.84(4.43%) | 236.87 1486.29 | 2 | 23.97% | 0 |
68 | 2022-12-20 | 2022-12-26 | 1205663.75 | 1187174.13 | -18729.83(-1.56%) | 240.19 1420.66 | 2 | 18.72% | 0 |
69 | 2022-12-13 | 2022-12-19 | 1231807.13 | 1205904.00 | -26148.56(-2.13%) | 245.54 1443.87 | 2 | 20.59% | 0 |
70 | 2022-12-06 | 2022-12-12 | 1192744.25 | 1232052.63 | 39070.17(3.28%) | 238.12 1477.66 | 2 | 23.21% | 0 |
71 | 2022-11-29 | 2022-12-05 | 1096672.75 | 1192982.38 | 96090.33(8.77%) | 219.25 1432.80 | 2 | 19.30% | 0 |
72 | 2022-11-22 | 2022-11-28 | 1164913.88 | 1096892.00 | -68254.55(-5.87%) | 232.54 1315.21 | 2 | 9.69% | 0 |
73 | 2022-11-15 | 2022-11-21 | 1166458.88 | 1165146.50 | -1544.69(-0.13%) | 232.23 1393.45 | 2 | 16.51% | 0 |
74 | 2022-11-08 | 2022-11-14 | 1159037.00 | 1166691.13 | 7422.54(0.64%) | 231.52 1399.97 | 2 | 16.67% | 0 |
75 | 2022-11-01 | 2022-11-07 | 1152663.38 | 1159268.50 | 6374.87(0.55%) | 230.34 1391.61 | 2 | 15.93% | 0 |
76 | 2022-10-25 | 2022-10-31 | 1113625.00 | 1152893.63 | 39045.99(3.51%) | 222.61 1384.46 | 2 | 15.29% | 0 |
77 | 2022-10-18 | 2022-10-24 | 1114511.63 | 1113847.63 | -886.68(-0.08%) | 222.70 1337.01 | 2 | 11.38% | 0 |
78 | 2022-10-11 | 2022-10-17 | 1066178.00 | 1114734.38 | 48343.47(4.54%) | 212.99 1337.84 | 2 | 11.47% | 0 |
79 | 2022-09-27 | 2022-10-10 | 1044447.44 | 1066390.88 | 21735.36(2.09%) | 208.11 1276.53 | 2 | 6.64% | 0 |
80 | 2022-09-20 | 2022-09-26 | 1059474.13 | 1044655.56 | -15029.85(-1.42%) | 211.16 1250.69 | 2 | 4.47% | 0 |
81 | 2022-09-13 | 2022-09-19 | 1096969.75 | 1059685.38 | -37503.03(-3.43%) | 218.67 1268.80 | 2 | 5.97% | 0 |
82 | 2022-09-05 | 2022-09-09 | 1109314.63 | 1097188.38 | -12347.40(-1.12%) | 221.15 1313.95 | 2 | 9.72% | 0 |
83 | 2022-08-29 | 2022-09-02 | 1074334.38 | 1109535.75 | 34986.99(3.26%) | 214.46 1330.57 | 2 | 10.95% | 0 |
84 | 2022-08-22 | 2022-08-26 | 1052379.13 | 1074548.75 | 21959.54(2.09%) | 210.16 1289.10 | 2 | 7.45% | 0 |
85 | 2022-08-15 | 2022-08-19 | 1055009.75 | 1052589.25 | -2631.38(-0.25%) | 210.92 1264.13 | 2 | 5.26% | 0 |
86 | 2022-08-08 | 2022-08-12 | 1077926.50 | 1055220.63 | -22921.28(-2.13%) | 215.37 1266.48 | 2 | 5.52% | 0 |
87 | 2022-08-01 | 2022-08-05 | 1092959.63 | 1078141.88 | -15035.66(-1.38%) | 217.93 1291.33 | 2 | 7.81% | 0 |
88 | 2022-07-25 | 2022-07-29 | 1059870.75 | 1093177.50 | 33095.26(3.13%) | 211.50 1310.55 | 2 | 9.32% | 0 |
89 | 2022-07-18 | 2022-07-22 | 1049318.88 | 1060082.25 | 10553.59(1.01%) | 209.79 1273.19 | 2 | 6.01% | 0 |
90 | 2022-07-11 | 2022-07-15 | 1054269.25 | 1049528.63 | -4951.24(-0.47%) | 210.69 1259.94 | 2 | 4.95% | 0 |
91 | 2022-07-04 | 2022-07-08 | 1070118.63 | 1054479.88 | -15852.59(-1.48%) | 213.71 1265.03 | 2 | 5.45% | 0 |
92 | 2022-06-27 | 2022-07-01 | 1086058.38 | 1070332.38 | -15942.90(-1.47%) | 216.86 1283.83 | 2 | 7.03% | 0 |
93 | 2022-06-20 | 2022-06-24 | 1012364.81 | 1086275.25 | 73708.58(7.31%) | 201.77 1300.89 | 2 | 8.63% | 0 |
94 | 2022-06-13 | 2022-06-17 | 997790.00 | 1012566.63 | 14577.24(1.46%) | 199.42 1215.69 | 2 | 1.26% | 0 |
95 | 2022-06-06 | 2022-06-10 | 999800.50 | 997989.38 | -2010.64(-0.20%) | 199.51 1196.31 | 2 | -0.20% | 0 |