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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:2025年06月25日继续持仓 
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
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最后持仓:
历史交易记录
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
12025-06-24-1149015.631156965.63(持仓中)7720.86(0.67%)229.13
-
215.70%0
22025-06-172025-06-231170149.251149244.75-21137.46(-1.81%)232.99
1374.48
214.92%0
32025-06-102025-06-161183614.501170382.25-13468.23(-1.14%)236.07
1402.21
217.04%0
42025-06-032025-06-091183572.631183850.5042.29(0.00%)235.67
1416.04
218.39%0
52025-05-262025-05-301189288.131183808.25-5717.45(-0.48%)237.47
1419.95
218.38%0
62025-05-192025-05-231180438.631189525.638851.35(0.75%)235.72
1426.94
218.95%0
72025-05-122025-05-161190544.131180674.25-10107.65(-0.85%)237.68
1415.96
218.07%0
82025-04-302025-05-091158809.751190781.8831740.77(2.74%)231.31
1427.92
219.08%0
92025-04-232025-04-291180288.251159041.13-21482.93(-1.82%)235.67
1390.22
215.90%0
102025-04-162025-04-221189045.131180524.00-8758.50(-0.74%)237.29
1415.22
218.05%0
112025-04-092025-04-151139524.751189282.5049530.07(4.35%)227.79
1428.17
218.93%0
122025-04-012025-04-081183059.131139752.50-43542.62(-3.69%)235.99
1365.59
213.98%0
132025-03-252025-03-311180515.751183295.132543.78(0.22%)235.60
1418.63
218.33%0
142025-03-182025-03-241211204.881180751.38-30695.23(-2.54%)241.72
1415.49
218.08%0
152025-03-112025-03-171172757.131211446.6338455.36(3.29%)234.07
1452.58
221.14%0
162025-03-042025-03-101190240.001172991.25-17486.12(-1.47%)237.31
1404.84
217.30%0
172025-02-252025-03-031201559.881190477.38-11322.17(-0.95%)239.54
1425.63
219.05%0
182025-02-182025-02-241212434.131201799.50-10876.71(-0.90%)242.10
1441.58
220.18%0
192025-02-112025-02-171222457.001212676.25-10024.44(-0.82%)243.63
1451.80
221.27%0
202025-01-272025-02-101202662.001222700.6319798.67(1.65%)240.07
1466.23
222.27%0
212025-01-202025-01-241218186.131202902.00-15526.54(-1.28%)242.45
1438.07
220.29%0
222025-01-132025-01-171254667.251218428.63-36488.45(-2.92%)249.89
1457.58
221.84%0
232024-12-272025-01-031356477.631254917.13-101830.95(-7.53%)270.43
1502.53
225.49%0
242024-12-202024-12-261369610.881356748.13-13135.98(-0.96%)273.36
1626.66
235.67%0
252024-12-132024-12-191421725.881369884.13-52125.31(-3.68%)283.65
1641.66
236.99%0
262024-12-062024-12-121400246.751422009.5021483.33(1.54%)279.51
1705.21
242.20%0
272024-11-292024-12-051378990.131400526.2521261.18(1.55%)275.00
1677.85
240.05%0
282024-11-222024-11-281392328.131379265.13-13341.18(-0.96%)278.27
1655.93
237.93%0
292024-11-152024-11-211393118.001392606.38-789.65(-0.06%)278.04
1669.61
239.26%0
302024-11-082024-11-141393189.381393396.00-71.61(-0.01%)278.33
1672.25
239.34%0
312024-11-012024-11-071386914.751393467.636275.71(0.45%)277.21
1673.10
239.35%0
322024-10-252024-10-311427000.251387191.88-40092.87(-2.82%)284.52
1661.37
238.72%0
332024-10-182024-10-241390178.381427284.7536828.60(2.65%)277.68
1712.69
242.73%0
342024-10-112024-10-171416165.001390456.13-25991.67(-1.84%)282.93
1668.71
239.05%0
352024-09-272024-10-101348243.501416447.8867934.98(5.04%)269.44
1700.54
241.64%0
362024-09-202024-09-261276559.381348512.8871698.27(5.62%)255.21
1619.56
234.85%0
372024-09-112024-09-191311160.251276814.63-34607.41(-2.64%)261.82
1531.55
227.68%0
382024-09-042024-09-101271550.251311422.1339617.83(3.12%)254.06
1574.12
231.14%0
392024-08-282024-09-031273013.131271804.25-1462.85(-0.12%)254.07
1524.80
227.18%0
402024-08-212024-08-271315917.881273267.13-42913.27(-3.27%)262.51
1525.74
227.33%0
412024-08-142024-08-201321904.131316180.38-5987.76(-0.45%)263.97
1578.83
231.62%0
422024-08-072024-08-131273385.251322168.1348528.58(3.82%)254.15
1585.33
232.22%0
432024-07-312024-08-061238480.251273639.5034911.67(2.82%)247.61
1529.69
227.36%0
442024-07-242024-07-301285243.881238727.75-46772.64(-3.65%)256.52
1485.10
223.87%0
452024-07-172024-07-231244387.001285500.3840864.78(3.29%)248.58
1542.68
228.55%0
462024-07-102024-07-161236907.381244635.507481.28(0.61%)246.95
1492.78
224.46%0
472024-07-032024-07-091261369.501237154.25-24467.06(-1.94%)251.76
1483.28
223.72%0
482024-06-262024-07-021240674.001261621.2520699.91(1.67%)247.31
1510.80
226.16%0
492024-06-192024-06-251285582.251240921.38-44917.89(-3.50%)256.96
1489.94
224.09%0
502024-06-122024-06-181306644.251285839.25-21066.24(-1.61%)261.21
1544.12
228.58%0
512024-06-042024-06-111306493.631306905.50151.15(0.01%)260.78
1567.06
230.69%0
522024-05-282024-06-031347388.131306754.38-40902.32(-3.05%)268.60
1564.74
230.68%0
532024-05-212024-05-271378879.501347656.75-31497.80(-2.29%)275.20
1615.69
234.77%0
542024-05-142024-05-201403988.881379154.63-25114.17(-1.79%)279.86
1651.37
237.92%0
552024-05-072024-05-131389046.501404268.7514944.95(1.08%)277.26
1683.84
240.43%0
562024-04-252024-05-061372502.501389323.7516547.10(1.21%)274.25
1667.70
238.93%0
572024-04-182024-04-241333129.251372776.7539381.20(2.96%)266.32
1647.50
237.28%0
582024-04-112024-04-171288649.251333395.5044488.94(3.46%)257.27
1599.26
233.34%0
592024-04-022024-04-101271187.251288906.5017465.73(1.38%)253.53
1544.30
228.89%0
602024-03-262024-04-011274508.631271440.88-3322.37(-0.26%)254.60
1525.75
227.14%0
612024-03-192024-03-251331279.381274763.25-56782.20(-4.27%)266.15
1530.91
227.48%0
622024-03-122024-03-181334665.751331545.38-3386.71(-0.25%)266.37
1596.39
233.15%0
632024-03-052024-03-111347945.501334932.13-13282.65(-0.99%)269.19
1601.45
233.49%0
642024-02-272024-03-041322352.631348214.7525597.75(1.94%)264.32
1618.90
234.82%0
652024-02-202024-02-261275287.001322617.0047075.26(3.69%)254.86
1587.88
232.26%0
662024-02-052024-02-191136687.501275541.75138627.07(12.21%)227.16
1531.40
227.55%0
672024-01-292024-02-021205372.631136914.63-68698.59(-5.71%)240.59
1363.02
213.69%0
682024-01-222024-01-261253302.881205613.25-47939.15(-3.84%)249.42
1441.01
220.56%0
692024-01-152024-01-191254394.631253552.38-1092.66(-0.09%)250.39
1503.15
225.36%0
702024-01-082024-01-121286566.381254645.00-32178.62(-2.50%)257.15
1506.43
225.46%0
712023-12-292024-01-051262539.131286823.6324032.18(1.90%)252.40
1545.40
228.68%0
722023-12-222023-12-281278450.751262791.50-15914.43(-1.25%)255.20
1514.22
226.28%0
732023-12-152023-12-211298368.251278705.88-19921.66(-1.54%)259.34
1534.29
227.87%0
742023-12-082023-12-141268435.381298627.6329938.88(2.36%)253.40
1558.50
229.86%0
752023-12-012023-12-071287098.751268688.75-18667.13(-1.45%)257.20
1522.92
226.87%0
762023-11-242023-11-301293688.631287355.88-6591.33(-0.51%)258.60
1545.87
228.74%0
772023-11-172023-11-231267787.751293947.2525906.21(2.05%)253.23
1552.61
229.39%0
782023-11-102023-11-161269288.001268041.00-1500.43(-0.12%)253.31
1520.20
226.80%0
792023-11-032023-11-091235506.881269541.3833787.45(2.74%)246.90
1524.06
226.95%0
802023-10-272023-11-021203867.381235753.8831646.14(2.63%)240.45
1482.76
223.58%0
812023-10-202023-10-261223502.881204107.75-19639.04(-1.61%)243.91
1441.93
220.41%0
822023-10-132023-10-191274643.131223746.75-51151.08(-4.02%)254.63
1468.44
222.37%0
832023-09-282023-10-121280305.001274897.75-5662.66(-0.44%)255.33
1527.32
227.49%0
842023-09-212023-09-271293816.131280560.38-13514.16(-1.05%)258.32
1535.85
228.06%0
852023-09-142023-09-201276861.381294074.5016958.25(1.33%)254.89
1551.85
229.41%0
862023-09-072023-09-131276757.251277116.25104.46(0.01%)254.62
1529.98
227.71%0
872023-08-312023-09-061280571.251277011.88-3814.62(-0.30%)255.29
1529.33
227.70%0
882023-08-242023-08-301290623.631280826.50-10054.94(-0.78%)257.83
1537.07
228.08%0
892023-08-172023-08-231335804.501290881.50-45189.68(-3.39%)266.67
1548.00
229.09%0
902023-08-102023-08-161345023.001336071.13-9220.53(-0.69%)268.63
1602.94
233.61%0
912023-08-032023-08-091240011.631345291.63105032.73(8.49%)247.29
1612.01
234.53%0
922023-07-272023-08-021256605.001240258.88-16597.10(-1.32%)250.88
1487.44
224.03%0
932023-07-202023-07-261282445.501256855.88-25844.83(-2.03%)255.25
1502.59
225.69%0
942023-07-132023-07-191308768.631282700.75-26329.30(-2.01%)261.54
1539.79
228.27%0
952023-07-062023-07-121302162.631309030.136607.21(0.51%)260.39
1572.47
230.90%0
962023-06-292023-07-051281255.381302423.0020911.78(1.63%)255.85
1562.41
230.24%0
972023-06-202023-06-281302802.251281511.25-21550.39(-1.66%)259.45
1532.96
228.15%0
982023-06-132023-06-191261601.751303061.6341208.37(3.28%)251.43
1560.23
230.31%0
992023-06-062023-06-121308458.501261853.25-46866.06(-3.59%)260.74
1510.34
226.19%0
1002023-05-302023-06-051325772.381308719.25-17318.03(-1.31%)264.94
1571.08
230.87%0
1012023-05-232023-05-291338497.881326037.25-12728.10(-0.95%)267.44
1591.59
232.60%0
1022023-05-162023-05-221340038.131338765.38-1539.69(-0.12%)266.87
1601.62
233.88%0
1032023-05-092023-05-151385979.381340305.00-45951.38(-3.32%)276.97
1608.92
234.03%0
1042023-04-272023-05-081392093.631386256.38-6115.10(-0.44%)277.87
1662.21
238.63%0
1052023-04-202023-04-261360851.501392371.5031248.29(2.30%)271.85
1670.90
239.24%0
1062023-04-132023-04-191361259.881361123.25-408.55(-0.03%)271.82
1632.70
236.11%0
1072023-04-062023-04-121351992.131361531.759269.52(0.69%)270.15
1634.28
236.15%0
1082023-03-292023-04-041386150.881352262.25-34165.10(-2.47%)276.60
1620.87
235.23%0
1092023-03-222023-03-281391017.131386427.38-4867.67(-0.35%)277.90
1663.90
238.64%0
1102023-03-152023-03-211381508.001391295.009511.42(0.69%)275.49
1666.68
239.13%0
1112023-03-082023-03-141345658.381381783.5035856.11(2.67%)268.99
1659.28
238.18%0
1122023-03-012023-03-071383227.131345927.38-37575.63(-2.73%)275.78
1611.86
234.59%0
1132023-02-222023-02-281404433.131383503.00-21210.72(-1.51%)280.54
1660.13
238.35%0
1142023-02-152023-02-211354991.631404713.7549451.23(3.65%)270.95
1687.40
240.47%0
1152023-02-082023-02-141339166.131355262.5015829.15(1.18%)267.23
1624.65
235.53%0
1162023-02-012023-02-071352351.001339433.38-13187.60(-0.98%)269.99
1606.39
233.94%0
1172023-01-182023-01-311355661.501352621.00-3311.53(-0.24%)270.92
1623.82
235.26%0
1182023-01-112023-01-171299854.631355932.5055818.33(4.30%)259.48
1626.12
235.59%0
1192023-01-042023-01-101301420.501300114.25-1565.45(-0.12%)259.16
1555.28
230.01%0
1202022-12-272023-01-031244677.381301679.6356754.39(4.58%)247.90
1557.67
230.17%0
1212022-12-202022-12-261264845.751244925.25-20172.35(-1.60%)251.92
1489.40
224.49%0
1222022-12-132022-12-191294557.251265097.63-29718.16(-2.30%)258.49
1517.40
226.51%0
1232022-12-062022-12-121252173.001294815.7542393.15(3.40%)249.69
1551.18
229.48%0
1242022-11-292022-12-051145007.381252422.63107186.56(9.38%)228.62
1502.43
225.24%0
1252022-11-222022-11-281220437.131145236.00-75444.87(-6.19%)243.71
1373.67
214.52%0
1262022-11-152022-11-211221973.131220680.88-1535.88(-0.13%)243.67
1462.25
222.07%0
1272022-11-082022-11-141213884.381222216.758090.01(0.67%)242.29
1465.50
222.22%0
1282022-11-012022-11-071206657.251214126.757228.67(0.60%)240.87
1455.91
221.41%0
1292022-10-252022-10-311162120.381206898.1344545.64(3.84%)232.19
1448.60
220.69%0
1302022-10-182022-10-241162929.631162352.50-809.48(-0.07%)232.43
1395.56
216.24%0
1312022-10-112022-10-171108520.251163162.0054420.35(4.92%)221.43
1395.81
216.32%0
1322022-09-272022-10-101053965.751108741.6354565.89(5.20%)209.97
1327.15
210.87%0
1332022-09-202022-09-261062800.501054175.75-8837.06(-0.83%)212.27
1264.80
15.42%0
1342022-09-132022-09-191102213.381063012.75-39420.73(-3.58%)220.07
1274.90
26.30%0
1352022-09-052022-09-091115175.751102433.38-12965.38(-1.16%)222.89
1323.66
210.24%0
1362022-08-292022-09-021078709.381115398.7536473.83(3.39%)215.50
1338.64
211.54%0
1372022-08-222022-08-261054084.881078924.8824629.83(2.34%)210.26
1292.91
27.89%0
1382022-08-152022-08-191056921.501054295.13-2837.55(-0.27%)211.29
1266.08
25.43%0
1392022-08-082022-08-121080859.631057132.75-23943.01(-2.22%)216.13
1269.85
25.71%0
1402022-08-012022-08-051096621.501081075.75-15764.58(-1.44%)218.88
1296.20
28.11%0
1412022-07-252022-07-291062199.881096840.3834428.46(3.25%)212.05
1315.47
29.68%0
1422022-07-182022-07-221051273.631062412.0010928.64(1.04%)209.71
1273.15
26.24%0
1432022-07-112022-07-151056553.131051483.38-5281.03(-0.50%)211.22
1262.78
25.15%0
1442022-07-042022-07-081073345.131056764.38-16795.25(-1.57%)214.60
1269.22
25.68%0
1452022-06-272022-07-011090250.251073559.63-16908.32(-1.55%)217.70
1287.71
27.36%0
1462022-06-202022-06-241013513.441090468.0076752.28(7.59%)202.33
1307.89
29.05%0
1472022-06-132022-06-17997913.561013715.7515602.89(1.57%)199.27
1216.04
21.37%0
1482022-06-062022-06-10999800.38998112.88-1887.11(-0.19%)199.59
1196.93
2-0.19%0

策略说明:
为保证策略的真实性,策略计算采取如下规则
1、买入卖出一律在盘前公布计划,成交价以开盘价为准。
2、如盘前计划为买入,个股开盘价涨停,视为买入个股失败。
3、如盘前计划为卖出,开盘价跌停,视为卖出个股失败。
4、轮动策略换仓(卖出后买进)不在同一天操作(因为不可能在开盘时卖出后回笼资金按开盘价买入),换仓将用两个交易日分别操作卖出和买入。
5、策略计算时买卖佣金按万分之二计,印花税按千分之一计。




说明:CFI.CN金融实验室独家研发的"盈仓"战略涡轮量化策略系列,采用多因子、AI、事件驱动、交易大数据等多种领先量化技术,抽取每轮行情的最大价值。2019年试运行以来,各种策略跑赢大盘占比100%, 最高年化收益率超过200%,最高首选股收益超过300%。 策略交易以日线为单位。盘前公布计划,以开盘价操作,无需盯盘。盈亏计算以公布策略买卖计划后第一个开盘价为准,买卖佣金按万分之二计,印花税按千分之一计。中财网金融实验室成立与1999年,有20年数据量化产品研发经验,目前部分策略为开放测试期,欢迎体验。

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