<p><span style=";font-family:&#39;Times New Roman&#39;;font-size:14px">今年<span style="font-family:Times New Roman">6</span><span style="font-family:宋体">月末股市暴跌,</span><span style="font-family:Times New Roman">7</span><span style="font-family:宋体">月</span><span style="font-family:Times New Roman">6</span><span style="font-family:宋体">日起,国家队入场救市。之后陆续有上市公司披露国家队持股情况,但直到</span><span style="font-family:Times New Roman">10</span><span style="font-family:宋体">月</span><span style="font-family:Times New Roman">31</span><span style="font-family:宋体">日三季报披露完毕,国家队在救市期间买了多少股票才有了一份相对完整的清单。</span></span><span style=";font-family:宋体;font-size:14px">本文所称的“国家队”表现为三类账户:中央汇金投资有限责任公司<span style="font-family:Times New Roman">(</span><span style="font-family:宋体">以下简称汇金公司</span><span style="font-family:Times New Roman">)</span><span style="font-family:宋体">、中国证券金融股份有限公司</span><span style="font-family:Times New Roman">(</span><span style="font-family:宋体">以下简称证金公司</span><span style="font-family:Times New Roman">)</span><span style="font-family:宋体">和十大中证金融资产管理计划</span><span style="font-family:Times New Roman">(</span><span style="font-family:宋体">以下简称资管计划</span><span style="font-family:Times New Roman">)</span><span style="font-family:宋体">。</span></span></p><p><span style=";font-family:宋体;font-size:14px">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span><span style=";font-family:&#39;Times New Roman&#39;;font-size:14px">三季报数据显示,证金公司、汇金公司、<span style="font-family:Times New Roman">10</span><span style="font-family:宋体">大中证金融资管项目出现在</span><span style="font-family:Times New Roman">1368</span><span style="font-family:宋体">家公司的股东名单之中,占</span><span style="font-family:Times New Roman">2780</span><span style="font-family:宋体">家</span><span style="font-family:Times New Roman">A</span><span style="font-family:宋体">股公司的</span><span style="font-family:Times New Roman">49.21%</span><span style="font-family:宋体">,接近一半。其中创业板</span><span style="font-family:Times New Roman">216</span><span style="font-family:宋体">只,占全部创业板股票的</span><span style="font-family:Times New Roman">45%</span><span style="font-family:宋体">;中小板</span><span style="font-family:Times New Roman">353</span><span style="font-family:宋体">只,占全部中小板的</span><span style="font-family:Times New Roman">46%</span><span style="font-family:宋体">。</span></span><span style=";font-family:宋体;font-size:14px">从分板块来看,“国家队”持股占上证所主板的<span style="font-family:Times New Roman">54.3%</span><span style="font-family:宋体">,占深交所主板的</span><span style="font-family:Times New Roman">52.0%</span><span style="font-family:宋体">,占深交所</span></span><a href="http://quote.eastmoney.com/SZ159902.html"><span style=";font-family:宋体;font-size:14px">中小板</span></a><span style=";font-family:宋体;font-size:14px">的<span style="font-family:Times New Roman">46.3%</span><span style="font-family:宋体">,占深交所</span></span><a href="http://quote.eastmoney.com/SZ159915.html"><span style=";font-family:宋体;font-size:14px">创业板</span></a><span style=";font-family:宋体;font-size:14px">的<span style="font-family:Times New Roman">44.8%</span><span style="font-family:宋体">和深交所风险警示板的</span><span style="font-family:Times New Roman">8.0%</span><span style="font-family:宋体">。可见,“国家队”在板块分布上除</span><span style="font-family:Times New Roman">ST</span><span style="font-family:宋体">外,其他板块的公布还算比较均衡。国家队三季度买入金融股</span><span style="font-family:Times New Roman">51</span><span style="font-family:宋体">只,数量不多,比重却很大。截至三季度末,国家队持股市值超过</span><span style="font-family:Times New Roman">100</span><span style="font-family:宋体">亿元的</span><span style="font-family:Times New Roman">18</span><span style="font-family:宋体">家公司中,金融股有</span><span style="font-family:Times New Roman">11</span><span style="font-family:宋体">只。前三名为</span></span><a href="http://quote.eastmoney.com/SH601988.html"><span style=";font-family:宋体;font-size:14px">中国银行</span></a><span style=";font-family:宋体;font-size:14px">(385<span style="font-family:宋体">亿元</span><span style="font-family:Times New Roman">)</span><span style="font-family:宋体">、</span></span><a href="http://quote.eastmoney.com/SH601318.html"><span style=";font-family:宋体;font-size:14px">中国平安</span></a><span style=";font-family:宋体;font-size:14px">(305<span style="font-family:宋体">亿元</span><span style="font-family:Times New Roman">)</span><span style="font-family:宋体">、</span></span><a href="http://quote.eastmoney.com/SH601398.html"><span style=";font-family:宋体;font-size:14px">工商银行</span></a><span style=";font-family:宋体;font-size:14px">(300<span style="font-family:宋体">亿元</span><span style="font-family:Times New Roman">)</span><span style="font-family:宋体">。在所有</span><span style="font-family:Times New Roman">1363</span><span style="font-family:宋体">家公司中,国家队持有金融股市值</span><span style="font-family:Times New Roman">3434</span><span style="font-family:宋体">亿元,占三季度增持总市值的近三成。</span></span></p><p><span style=";font-family:宋体;font-size:14px">&nbsp;</span></p><p><span style=";font-family:宋体;font-size:14px">&nbsp;&nbsp;&nbsp;&nbsp;笔者这些天费了很多的精力,整理出了近期公布季报后,证金汇金持股较多的品种(合计持股超过流通盘<span style="font-family:Times New Roman">5%</span><span style="font-family:宋体">),据统计国家队持股比例超过流通盘</span><span style="font-family:Times New Roman">5%</span><span style="font-family:宋体">的股票超过</span><span style="font-family:Times New Roman">300</span><span style="font-family:宋体">只,该数据可能还不完整,但准确率在</span><span style="font-family:Times New Roman">90%</span><span style="font-family:宋体">以上,仅供大家参考。另外想说明的一点是,部分个股的大股东持股比例很高,虽然国家队在全部流通股中持股比例不高,由于大股东及其他持有</span><span style="font-family:Times New Roman">5%</span><span style="font-family:宋体">以上的股东不得减持,因此国家队在实际可流通股中的实际持股比例可能会更高。以下就是排行榜:</span></span></p><p><img src="http://img.imaibo.net/data/uploads/2015/1106/16/563c615724514.jpg" rel="http://img.imaibo.net/data/uploads/2015/1106/16/563c615723289.jpg" style="float:none;" title="证金-1.jpg"/></p><p><img src="http://img.imaibo.net/data/uploads/2015/1106/16/563c6159a7e1d.jpg" rel="http://img.imaibo.net/data/uploads/2015/1106/16/563c6159a5d25.jpg" style="float:none;" title="证金-2.jpg"/></p><p><img src="http://img.imaibo.net/data/uploads/2015/1106/16/563c615bb67ed.jpg" rel="http://img.imaibo.net/data/uploads/2015/1106/16/563c615bb51e3.jpg" style="float:none;" title="证金-3.jpg"/></p><p><span style=";font-family:宋体;font-size:14px"><span style="font-family:宋体"></span></span><br></p><p><br></p>