申万风格指数7月表现一览（部分）

    指数名称          成份 个数    区间 涨跌幅[%]    区间成交 金额[百万]    区间换手率[%] 流动性 指标    

    申万50指数        66           5.41              62647.578              20.891        0.792          

    高价股指数        390          2.36              59862.850              11.603        1.44           

    绩优股指数        193          2.03              40470.675              13.652        1.372          

    低市盈率指数      334          1.94              57491.821              13.419        1.668          

    大盘指数          255          1.56              93775.688              18.532        1.11           

    申万300指数       374          1.03              127613.086             20.705        1.054          

    配股指数          43           1.03              2773.9345              4.15          6.36           

    中小企业板块指数  50           0.69              10330.3652             79.017        0.39           

    高市净率指数      334          -0.31             38134.7924             14.526        1.218          

    小盘指数          281          -5.58             15134.1311             21.224        1.408          

    低市净率指数      311          -6.72             17812.6697             10.027        3.091          

    亏损股指数        330          -8.2              10505.2995             13.738        2.221          

    高市盈率指数      452          -8.45             22819.827              13.083        2.613          

    低价股指数        357          -10.19            13665.458              11.064        3.197          

    微利股指数        261          -12.07            8023.793               10.147        3.922          

    7月份创250日股价新高的个股（部分）

    代码   名称     收盘价 7月以来 涨跌幅（%）    每股收益 （一季）    市盈率 （前推法）    Wind行业 （一级行业）    

    600227 赤天化   9.2    29.94                0.25               12.62              材料                   

    000830 鲁西化工 4.79   20.35                0.108              14.57              材料                   

    600521 华海药业 15.97  19.36                0.17               26.24              医疗保健               

    600456 宝钛股份 10.17  16.76                0.15               23.61              材料                   

    600360 华微电子 13.07  16.26                0.16               27.87              信息技术               

    600410 华胜天成 17     14.40                0.2242             23.96              信息技术               

    000768 西飞国际 3.34   13.99                0.035              63.73              工业                   

    600361 华联综超 9.22   13.97                0.13               22.44              日常消费               

    600469 风神股份 7.41   11.60                0.113              21.96              可选消费               

    600143 金发科技 13.03  10.99                0.2                                   材料                   

    600033 福建高速 9.2    10.05                0.1114             22.71              工业                   

    600036 招商银行 6.66   9.90                 0.154              20.19              金融                   

    000402 金融街   8.99   9.63                 0.0119             26.96              金融                   

    600628 新世界   7.8    8.94                 0.08               24.53              可选消费               

    000858 五粮液   8.18   8.78                 0.152              25.87              日常消费               

    点评：7月行情先抑后扬，月K线最终收出带较长下影线小阳线。在7月份的千点保卫战中，基金等价值投资机构主导的蓝筹股行情功不可没，我们可以从相关统计中清楚地看出这一特征。7月涨幅居前的风格指数，如申万50指数、高价股指数、绩优股指数，都代表着目前市场相对最有价值的好股票，它们的成交金额都在400亿元以上，远远高于跌幅居前的微利股指数、低价股指数不足150亿元的成交额，显示了主力资金对价值股的集中关注。7月共有27只股票创出250日股价新高，其中出现不少食品饮料、商业零售、高速公路类的绩优蓝筹，可见基金在利用大盘蓝筹护盘的同时，对防御类股票更是青睐有加。