名称        2021年2季报                                                                                增持市值              天相行业类型                 2021年2季度               2021年7月份以来涨幅（%）

                                                                                                       （万元）                                           涨幅（%）                     

            基金持有总市值（万元）    占流通股               持股数              持有该股的基金个数                                                                                     

                                      比例（%）              （万股）                                                                                                                   

宁德时代    12372446.49               11.4                   23134.72            1129                  7266652.55            消费品及服务 - 汽车及配件    66.00                     -1.22

药明康德    6876785.18                14.98                  43915.86            791                   2829110.85            医药 - 生物制品              34.31                     5.66

爱尔眼科    3888642.92                12.3                   54785.05            268                   2118958.43            医药 - 医疗器械              55.60                     -6.48

隆基股份    5984163.54                12.44                  67358.89            677                   2086305.78            信息技术 - 元器件            41.66                     0.8 

通策医疗    2492786.76                18.92                  6065.17             153                   1337906.31            医药 - 医疗器械              64.07                     -4.73

华友钴业    2371288.57                18.28                  20860.88            223                   1313638.77            原材料 - 有色                66.50                     17.27

海康威视    7373371.86                13.71                  114374.4            583                   1286397.85            信息技术 - 元器件            16.84                     -0.88

亿纬锂能    3505780.24                18.44                  33732.13            359                   1226466.14            信息技术 - 元器件            38.32                     14.01

立讯精密    2839618.74                8.79                   61730.98            341                   1172072.59            信息技术 - 元器件            35.97                     -5.81

恩捷股份    1504131.43                10.47                  6425.17             212                   1171263.24            原材料 - 造纸包装            109.44                    10.26

　　数据来源/天相投顾