<!DOCTYPE html>
<html lang="zh" dir="auto">
<head><meta charset="utf-8">
<meta http-equiv="X-UA-Compatible" content="IE=edge">
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
<meta name="robots" content="index, follow">
<title>越跌越买!葛兰跻身“千亿顶流”,坚定看好创新药 | 17Cats Newer</title>
<meta name="keywords" content="中欧, 葛兰, 规模, 管理, 产业链">
<meta name="description" content="智通财经app获悉,1月22日,中欧基金明星基金经理葛兰管理的所有基金发布了2021第四季度报告。数据显示,虽然葛兰管理的众多医药主题产品净">
<meta name="author" content="17Cats">
<link rel="canonical"
href="https://www.17cats.com/newblog/post/db84dd33/">
<link crossorigin="anonymous" href="/newblog/assets/css/stylesheet.0b739a2e2c5e5656e4bcd5f0b2268d063addaf81d89ec3987d6af8f04decdc97.css" integrity="" rel="preload stylesheet" as="style"><script async src="https://pagead2.googlesyndication.com/pagead/js/adsbygoogle.js?client=ca-pub-3044138525069216"
crossorigin="anonymous"></script>
<script defer crossorigin="anonymous" src="/newblog/assets/js/highlight.acb54fd32bbc1982428b8850317e45d076b95012730a5936667e6bc21777692a.js" integrity=""
onload="hljs.initHighlightingOnLoad();"></script>
<link rel="icon" href="https://www.17cats.com/newblog/favicon.ico">
<link rel="icon" type="image/png" sizes="16x16"
href="https://www.17cats.com/newblog/favicon-16x16.png">
<link rel="icon" type="image/png" sizes="32x32"
href="https://www.17cats.com/newblog/favicon-32x32.png">
<link rel="apple-touch-icon" href="https://www.17cats.com/newblog/apple-touch-icon.png">
<link rel="mask-icon" href="https://www.17cats.com/newblog/safari-pinned-tab.svg">
<meta name="theme-color" content="#2e2e33">
<meta name="msapplication-TileColor" content="#2e2e33">
<noscript>
<style>
#theme-toggle,
.top-link {
display: none;
}
</style>
<style>
@media (prefers-color-scheme: dark) {
:root {
--theme: rgb(29, 30, 32);
--entry: rgb(46, 46, 51);
--primary: rgb(218, 218, 219);
--secondary: rgb(155, 156, 157);
--tertiary: rgb(65, 66, 68);
--content: rgb(196, 196, 197);
--hljs-bg: rgb(46, 46, 51);
--code-bg: rgb(55, 56, 62);
--border: rgb(51, 51, 51);
}
.list {
background: var(--theme);
}
.list:not(.dark)::-webkit-scrollbar-track {
background: 0 0;
}
.list:not(.dark)::-webkit-scrollbar-thumb {
border-color: var(--theme);
}
}
</style>
</noscript><meta property="og:title" content="越跌越买!葛兰跻身“千亿顶流”,坚定看好创新药" />
<meta property="og:description" content="智通财经app获悉,1月22日,中欧基金明星基金经理葛兰管理的所有基金发布了2021第四季度报告。数据显示,虽然葛兰管理的众多医药主题产品净" />
<meta property="og:type" content="article" />
<meta property="og:url" content="https://www.17cats.com/newblog/post/db84dd33/" /><meta property="article:section" content="post" />
<meta property="article:published_time" content="2022-06-17T18:35:08+08:00" />
<meta property="article:modified_time" content="2022-06-17T18:35:08+08:00" />
<meta name="twitter:card" content="summary"/>
<meta name="twitter:title" content="越跌越买!葛兰跻身“千亿顶流”,坚定看好创新药"/>
<meta name="twitter:description" content="智通财经app获悉,1月22日,中欧基金明星基金经理葛兰管理的所有基金发布了2021第四季度报告。数据显示,虽然葛兰管理的众多医药主题产品净"/>
<script type="application/ld+json">
{
"@context": "https://schema.org",
"@type": "BreadcrumbList",
"itemListElement": [
{
"@type": "ListItem",
"position": 1 ,
"name": "Posts",
"item": "https://www.17cats.com/newblog/post/"
},
{
"@type": "ListItem",
"position": 2 ,
"name": "越跌越买!葛兰跻身“千亿顶流”,坚定看好创新药",
"item": "https://www.17cats.com/newblog/post/db84dd33/"
}
]
}
</script>
<script type="application/ld+json">
{
"@context": "https://schema.org",
"@type": "BlogPosting",
"headline": "越跌越买!葛兰跻身“千亿顶流”,坚定看好创新药",
"name": "越跌越买!葛兰跻身“千亿顶流”,坚定看好创新药",
"description": "智通财经app获悉,1月22日,中欧基金明星基金经理葛兰管理的所有基金发布了2021第四季度报告。数据显示,虽然葛兰管理的众多医药主题产品净",
"keywords": [
"中欧", "葛兰", "规模", "管理", "产业链"
],
"articleBody": "智通财经app获悉,1月22日,中欧基金明星基金经理葛兰管理的所有基金发布了2021第四季度报告。数据显示,虽然葛兰管理的众多医药主题产品净值有所下降,但仍有100多亿资金涌入,规模大幅提升。截至2021年底,葛兰管理的公共资金规模正式突破1000亿元,达到1103.39亿元,比2021第三季度末的970.01亿元增加133.38亿元,环比增长13.75%;;其中,2021第四季度,葛兰管理的中欧医疗卫生基金规模775.05亿元,比三季度末增加140.65亿元,环比增长22.17%。中欧医疗创新规模130.94亿元,比三季度末增加14.76亿元,环比增长12.7%;中欧alpha规模128.11亿元,比三季度末减少16.01亿元,环比下降14.03%;中欧光明新起点规模36.23亿元,较三季度末减少3亿元,环比下降7.6%;与陆春清共同管理的中欧研究入选规模为33.06亿元,较三季度末减少3.01亿元,环比下降8.3%\n其中,规模增长最大的中欧医疗拥有81.47%的股票头寸,从2021第三季度末的89.62%下降到\n根据中欧医疗保健组合季度报告中的前十位,无锡阿普泰克(603259上海),爱尔眼科(300015SZ公司),凯来英(2821SZ公司),老虎药(300347SZ公司),康龙华成(300759SZ公司)五个位置。与上季度相比,基金前五名头寸没有明显变化,而智飞生物(300122SZ公司),美第奇(688202上海)由于减持股份,该公司从前十名名单中退出,而偏重黄(600436上海),九州制药(603456上海)增加了,分别排名第七和第十\n格伦说:\u0026quote;总的来说,我们保持了较高的经营地位,专注于具有长期发展前景的创新药物产业链、医疗服务和优质仿制药龙头企业。从未来配置的角度来看, **长期以来,创新型新药产业链仍是我们最有希望的方向, **从国家层面的顶层政策设计到近年来国内企业的创新积累,国内创新型医药产业链长期保持着高调状态。此外,随着国内居民消费能力、知识结构和认知水平的提高,产品和服务的渗透率以及居民的支付能力不断提高,相关行业的龙头企业也有长期的增长空间”;\n相关推荐 暂列第一 葛兰规模首破千亿!李晓星加仓白酒 刘格菘调仓新能源\n葛兰、周应波加入分红大军,500亿明星基金经理“踩雷”医药股\n支付宝金选榜单葛兰基金被“摘牌”\n葛兰晋级千亿基金经理 2021年管理规模1103.39亿、环比增长13.75%\n ",
"wordCount" : "1022",
"inLanguage": "zh",
"datePublished": "2022-06-17T18:35:08+08:00",
"dateModified": "2022-06-17T18:35:08+08:00",
"author":{
"@type": "Person",
"name": "17Cats"
},
"mainEntityOfPage": {
"@type": "WebPage",
"@id": "https://www.17cats.com/newblog/post/db84dd33/"
},
"publisher": {
"@type": "Organization",
"name": "17Cats Newer",
"logo": {
"@type": "ImageObject",
"url": "https://www.17cats.com/newblog/favicon.ico"
}
}
}
</script>
</head>
<body class="" id="top">
<script>
if (localStorage.getItem("pref-theme") === "dark") {
document.body.classList.add('dark');
} else if (localStorage.getItem("pref-theme") === "light") {
document.body.classList.remove('dark')
} else if (window.matchMedia('(prefers-color-scheme: dark)').matches) {
document.body.classList.add('dark');
}
</script>
<header class="header">
<nav class="nav">
<div class="logo">
<a href="https://www.17cats.com/newblog/" accesskey="h" title="17Cats Newer (Alt + H)">17Cats Newer</a>
<div class="logo-switches">
<button id="theme-toggle" accesskey="t" title="(Alt + T)">
<svg id="moon" xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24"
fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round"
stroke-linejoin="round">
<path d="M21 12.79A9 9 0 1 1 11.21 3 7 7 0 0 0 21 12.79z"></path>
</svg>
<svg id="sun" xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24"
fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round"
stroke-linejoin="round">
<circle cx="12" cy="12" r="5"></circle>
<line x1="12" y1="1" x2="12" y2="3"></line>
<line x1="12" y1="21" x2="12" y2="23"></line>
<line x1="4.22" y1="4.22" x2="5.64" y2="5.64"></line>
<line x1="18.36" y1="18.36" x2="19.78" y2="19.78"></line>
<line x1="1" y1="12" x2="3" y2="12"></line>
<line x1="21" y1="12" x2="23" y2="12"></line>
<line x1="4.22" y1="19.78" x2="5.64" y2="18.36"></line>
<line x1="18.36" y1="5.64" x2="19.78" y2="4.22"></line>
</svg>
</button>
</div>
</div>
<ul id="menu">
<li>
<a href="https://www.17Cats.com" title="🏠17Cats">
<span>🏠17Cats</span>
</a>
</li>
<li>
<a href="https://www.17cats.com/newblog/search/" title="🔍搜索">
<span>🔍搜索</span>
</a>
</li>
<li>
<a href="https://www.17cats.com/newblog/tags/" title="🔖标签">
<span>🔖标签</span>
</a>
</li>
<li>
<a href="https://www.17cats.com/newblog/categories/" title="🧩分类">
<span>🧩分类</span>
</a>
</li>
</ul>
</nav>
</header>
<main class="main">
<article class="post-single">
<header class="post-header">
<div class="breadcrumbs"><a href="https://www.17cats.com/newblog/">主页</a> » <a href="https://www.17cats.com/newblog/post/">Posts</a></div>
<h1 class="post-title">
越跌越买!葛兰跻身“千亿顶流”,坚定看好创新药
</h1>
<div class="post-meta"><span title='2022-06-17 18:35:08 +0800 CST'>六月 17, 2022</span> · 3 分钟 · 17Cats
</div>
</header> <div class="toc">
<details >
<summary accesskey="c" title="(Alt + C)">
<span class="details">目录</span>
</summary>
<div class="inner"><ul>
<li>
<a href="#%e7%9b%b8%e5%85%b3%e6%8e%a8%e8%8d%90" aria-label="相关推荐">相关推荐</a>
</li>
</ul>
</div>
</details>
</div>
<div class="post-content"><p>智通财经app获悉,1月22日,<a href="/newblog/post/bc2edeed">中欧</a>基金明星基金经理<a href="/newblog/post/6972a724">葛兰</a><a href="/newblog/post/f2426ae9">管理</a>的所有基金发布了2021第四季度报告。数据显示,虽然<a href="/newblog/post/6972a724">葛兰</a><a href="/newblog/post/f2426ae9">管理</a>的众多医药主题产品净值有所下降,但仍有100多亿资金涌入,<a href="/newblog/post/d8556c97">规模</a>大幅提升。截至2021年底,<a href="/newblog/post/6972a724">葛兰</a><a href="/newblog/post/f2426ae9">管理</a>的公共资金<a href="/newblog/post/d8556c97">规模</a>正式突破1000亿元,达到1103.39亿元,比2021第三季度末的970.01亿元增加133.38亿元,环比增长13.75%;;其中,2021第四季度,<a href="/newblog/post/6972a724">葛兰</a><a href="/newblog/post/f2426ae9">管理</a>的<a href="/newblog/post/bc2edeed">中欧</a>医疗卫生基金<a href="/newblog/post/d8556c97">规模</a>775.05亿元,比三季度末增加140.65亿元,环比增长22.17%。<a href="/newblog/post/bc2edeed">中欧</a>医疗创新<a href="/newblog/post/d8556c97">规模</a>130.94亿元,比三季度末增加14.76亿元,环比增长12.7%;<a href="/newblog/post/bc2edeed">中欧</a>alpha<a href="/newblog/post/d8556c97">规模</a>128.11亿元,比三季度末减少16.01亿元,环比下降14.03%;<a href="/newblog/post/bc2edeed">中欧</a>光明新起点<a href="/newblog/post/d8556c97">规模</a>36.23亿元,较三季度末减少3亿元,环比下降7.6%;与陆春清共同<a href="/newblog/post/f2426ae9">管理</a>的<a href="/newblog/post/bc2edeed">中欧</a>研究入选<a href="/newblog/post/d8556c97">规模</a>为33.06亿元,较三季度末减少3.01亿元,环比下降8.3%</p>
<p>其中,<a href="/newblog/post/d8556c97">规模</a>增长最大的<a href="/newblog/post/bc2edeed">中欧</a>医疗拥有81.47%的股票头寸,从2021第三季度末的89.62%下降到</p>
<p>根据<a href="/newblog/post/bc2edeed">中欧</a>医疗保健组合季度报告中的前十位,无锡阿普泰克(603259上海),爱尔眼科(300015SZ公司),凯来英(2821SZ公司),老虎药(300347SZ公司),康龙华成(300759SZ公司)五个位置。与上季度相比,基金前五名头寸没有明显变化,而智飞生物(300122SZ公司),美第奇(688202上海)由于减持股份,该公司从前十名名单中退出,而偏重黄(600436上海),九州制药(603456上海)增加了,分别排名第七和第十</p>
<p>格伦说:&quote;总的来说,我们保持了较高的经营地位,专注于具有长期发展前景的创新药物<a href="/newblog/post/84ccc5b3">产业链</a>、医疗服务和优质仿制药龙头企业。从未来配置的角度来看, **长期以来,创新型新药<a href="/newblog/post/84ccc5b3">产业链</a>仍是我们最有希望的方向, **从国家层面的顶层政策设计到近年来国内企业的创新积累,国内创新型医药<a href="/newblog/post/84ccc5b3">产业链</a>长期保持着高调状态。此外,随着国内居民消费能力、知识结构和认知水平的提高,产品和服务的渗透率以及居民的支付能力不断提高,相关行业的龙头企业也有长期的增长空间”;</p>
<h2 id="相关推荐">相关推荐<a hidden class="anchor" aria-hidden="true" href="#相关推荐">#</a></h2>
<blockquote>
<p><a href="/newblog/post/3c75012e">暂列第一 葛兰规模首破千亿!李晓星加仓白酒 刘格菘调仓新能源</a></p>
<p><a href="/newblog/post/f2426ae9">葛兰、周应波加入分红大军,500亿明星基金经理“踩雷”医药股</a></p>
<p><a href="/newblog/post/67518027">支付宝金选榜单葛兰基金被“摘牌”</a></p>
<p><a href="/newblog/post/7b8e806f">葛兰晋级千亿基金经理 2021年管理规模1103.39亿、环比增长13.75%</a></p>
</blockquote>
</div>
<footer class="post-footer">
<ul class="post-tags">
<li><a href="https://www.17cats.com/newblog/tags/%E4%B8%AD%E6%AC%A7/">中欧</a></li>
<li><a href="https://www.17cats.com/newblog/tags/%E8%91%9B%E5%85%B0/">葛兰</a></li>
<li><a href="https://www.17cats.com/newblog/tags/%E8%A7%84%E6%A8%A1/">规模</a></li>
<li><a href="https://www.17cats.com/newblog/tags/%E7%AE%A1%E7%90%86/">管理</a></li>
<li><a href="https://www.17cats.com/newblog/tags/%E4%BA%A7%E4%B8%9A%E9%93%BE/">产业链</a></li>
</ul>
<nav class="paginav">
<a class="prev" href="https://www.17cats.com/newblog/post/cc3e16a3/">
<span class="title">« 上一页</span>
<br>
<span>超有爱!开幕式“赤膊”旗手将中国网友礼物贴上钢架雪车普顿萨摩亚钢架</span>
</a>
<a class="next" href="https://www.17cats.com/newblog/post/db387b92/">
<span class="title">下一页 »</span>
<br>
<span>足坛历史首次!哥哥妹妹为巴萨一线队出战,明格萨兄妹创纪录一线队巴萨兄妹</span>
</a>
</nav>
</footer>
</article>
</main>
<footer class="footer">
<span>© 2023 <a href="https://www.17cats.com/newblog/">17Cats Newer</a></span>
<a href="https://www.eprolo.com/br/">Fornecedores dropshipping</a>
<a href="https://unicmi.co/collections/chest-binder">Chest Binder</a>
</footer>
<a href="#top" aria-label="go to top" title="Go to Top (Alt + G)" class="top-link" id="top-link" accesskey="g">
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 12 6" fill="currentColor">
<path d="M12 6H0l6-6z" />
</svg>
</a>
<script>
let menu = document.getElementById('menu')
if (menu) {
menu.scrollLeft = localStorage.getItem("menu-scroll-position");
menu.onscroll = function () {
localStorage.setItem("menu-scroll-position", menu.scrollLeft);
}
}
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
anchor.addEventListener("click", function (e) {
e.preventDefault();
var id = this.getAttribute("href").substr(1);
if (!window.matchMedia('(prefers-reduced-motion: reduce)').matches) {
document.querySelector(`[id='${decodeURIComponent(id)}']`).scrollIntoView({
behavior: "smooth"
});
} else {
document.querySelector(`[id='${decodeURIComponent(id)}']`).scrollIntoView();
}
if (id === "top") {
history.replaceState(null, null, " ");
} else {
history.pushState(null, null, `#${id}`);
}
});
});
</script>
<script>
var mybutton = document.getElementById("top-link");
window.onscroll = function () {
if (document.body.scrollTop > 800 || document.documentElement.scrollTop > 800) {
mybutton.style.visibility = "visible";
mybutton.style.opacity = "1";
} else {
mybutton.style.visibility = "hidden";
mybutton.style.opacity = "0";
}
};
</script>
<script>
document.getElementById("theme-toggle").addEventListener("click", () => {
if (document.body.className.includes("dark")) {
document.body.classList.remove('dark');
localStorage.setItem("pref-theme", 'light');
} else {
document.body.classList.add('dark');
localStorage.setItem("pref-theme", 'dark');
}
})
</script></body>
</html>