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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07月18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
12025-07-152025-07-17持仓中1179050.751161912.75(持仓中)-17373.11(-1.48%)235.13
0.00
216.19%0
22025-07-082025-07-141168463.001179285.8810589.28(0.91%)233.58
1416.16
217.93%0
32025-07-012025-07-071163967.131168696.634497.35(0.39%)232.18
1400.46
216.87%0
42025-06-242025-06-301147623.631164199.2516347.22(1.43%)228.46
1392.35
216.42%0
52025-06-172025-06-231168756.501147852.00-21137.46(-1.81%)232.99
1374.48
214.79%0
62025-06-102025-06-161182221.751168989.50-13468.23(-1.14%)236.07
1402.21
216.90%0
72025-06-032025-06-091182179.881182457.7542.29(0.00%)235.67
1416.04
218.25%0
82025-05-262025-05-301187886.251182415.50-5707.90(-0.48%)237.10
1417.76
218.24%0
92025-05-192025-05-231179036.381188123.388851.35(0.75%)235.72
1426.94
218.81%0
102025-05-122025-05-161189145.751179272.00-10111.09(-0.85%)237.32
1413.77
217.93%0
112025-04-302025-05-091157011.631189383.1332140.14(2.78%)231.33
1428.52
218.94%0
122025-04-232025-04-291178451.131157243.00-21443.40(-1.82%)235.31
1388.06
215.72%0
132025-04-162025-04-221187207.631178686.50-8758.50(-0.74%)237.29
1415.22
217.87%0
142025-04-092025-04-151137914.131187445.0049304.69(4.36%)226.17
1418.17
218.74%0
152025-04-012025-04-081182587.131138140.25-44683.21(-3.78%)236.27
1365.90
213.81%0
162025-03-252025-03-311180044.131182823.502543.78(0.22%)235.60
1418.63
218.28%0
172025-03-182025-03-241211059.001180279.75-31021.16(-2.56%)241.91
1416.23
218.03%0
182025-03-112025-03-171172611.381211300.8838455.36(3.29%)234.07
1452.58
221.13%0
192025-03-042025-03-101190094.251172845.50-17486.12(-1.47%)237.31
1404.84
217.28%0
202025-02-252025-03-031201414.131190331.63-11322.17(-0.95%)239.54
1425.63
219.03%0
212025-02-182025-02-241212253.251201653.75-10841.50(-0.90%)242.07
1441.40
220.17%0
222025-02-112025-02-171222518.251212495.25-10267.05(-0.84%)244.05
1454.00
221.25%0
232025-01-272025-02-101202723.631222762.2519798.67(1.65%)240.07
1466.23
222.28%0
242025-01-202025-01-241218247.751202963.63-15526.54(-1.28%)242.45
1438.07
220.30%0
252025-01-132025-01-171254728.881218490.25-36488.45(-2.92%)249.89
1457.58
221.85%0
262024-12-272025-01-031356539.251254978.75-101830.95(-7.53%)270.43
1502.53
225.50%0
272024-12-202024-12-261369883.501356809.75-13347.23(-0.98%)273.58
1627.75
235.68%0
282024-12-132024-12-191422837.251370157.00-52964.57(-3.73%)284.26
1644.31
237.02%0
292024-12-062024-12-121401311.881423121.5021529.59(1.54%)280.03
1708.42
242.31%0
302024-11-292024-12-051379684.751401591.8821631.55(1.57%)275.60
1681.89
240.16%0
312024-11-222024-11-281393177.751379960.38-13495.56(-0.97%)278.21
1655.37
238.00%0
322024-11-152024-11-211393964.131393456.00-786.44(-0.06%)278.44
1672.01
239.35%0
332024-11-082024-11-141394351.501394242.50-387.48(-0.03%)278.52
1672.99
239.42%0
342024-11-012024-11-071388069.631394630.006283.01(0.45%)277.30
1673.71
239.46%0
352024-10-252024-10-311428731.631388347.00-40670.20(-2.85%)285.53
1666.69
238.83%0
362024-10-182024-10-241391859.251429017.1336879.69(2.65%)278.09
1715.20
242.90%0
372024-10-112024-10-171417865.381392137.38-26011.12(-1.84%)283.14
1669.95
239.21%0
382024-09-272024-10-101349008.751418148.5068870.48(5.11%)269.35
1701.12
241.81%0
392024-09-202024-09-261277282.251349278.0071740.57(5.62%)255.31
1620.17
234.93%0
402024-09-112024-09-191311896.251277537.50-34621.03(-2.64%)262.20
1533.78
227.75%0
412024-09-042024-09-101272286.631312158.5039617.83(3.12%)254.06
1574.12
231.22%0
422024-08-282024-09-031273749.501272540.63-1462.85(-0.12%)254.07
1524.80
227.25%0
432024-08-212024-08-271316654.251274003.50-42913.27(-3.27%)262.51
1525.74
227.40%0
442024-08-142024-08-201322640.501316916.75-5987.76(-0.45%)263.97
1578.83
231.69%0
452024-08-072024-08-131273905.251322904.5048745.09(3.84%)254.04
1584.93
232.29%0
462024-07-312024-08-061238855.131274159.3835056.74(2.83%)247.58
1529.66
227.42%0
472024-07-242024-07-301286011.751239102.63-47165.93(-3.67%)256.77
1486.08
223.91%0
482024-07-172024-07-231245042.001286268.5040977.67(3.30%)248.72
1543.65
228.63%0
492024-07-102024-07-161237562.631245290.757481.28(0.61%)246.95
1492.78
224.53%0
502024-07-032024-07-091262163.631237809.50-24606.06(-1.95%)251.93
1484.11
223.78%0
512024-06-262024-07-021241468.251262415.5020699.91(1.67%)247.31
1510.80
226.24%0
522024-06-192024-06-251286713.251241715.63-45254.75(-3.52%)257.15
1490.66
224.17%0
532024-06-122024-06-181307810.251286970.38-21101.03(-1.62%)261.18
1543.93
228.70%0
542024-06-042024-06-111307659.501308071.38151.15(0.01%)260.78
1567.06
230.81%0
552024-05-282024-06-031348748.131307920.25-41097.62(-3.05%)269.71
1571.14
230.79%0
562024-05-212024-05-271380682.001349017.88-31939.70(-2.32%)275.69
1618.10
234.90%0
572024-05-142024-05-201405865.131380957.63-25187.86(-1.80%)280.40
1654.52
238.10%0
582024-05-072024-05-131390931.381406145.5014936.49(1.08%)277.61
1685.95
240.61%0
592024-04-252024-05-061374307.751391209.0016626.32(1.21%)274.77
1670.89
239.12%0
602024-04-182024-04-241334186.131374582.6340130.20(3.01%)266.34
1648.49
237.46%0
612024-04-112024-04-171289613.501334452.3844581.13(3.46%)257.85
1602.81
233.45%0
622024-04-022024-04-101272021.001289871.2517595.87(1.38%)254.29
1549.00
228.99%0
632024-03-262024-04-011275100.131272275.38-3079.51(-0.24%)254.72
1526.77
227.23%0
642024-03-192024-03-251332139.251275354.88-57050.23(-4.29%)265.91
1529.18
227.54%0
652024-03-122024-03-181335106.131332405.13-2967.22(-0.22%)266.37
1596.89
233.24%0
662024-03-052024-03-111348553.381335372.38-13450.12(-1.00%)269.14
1600.97
233.54%0
672024-02-272024-03-041322960.381348822.5025597.75(1.94%)264.32
1618.90
234.88%0
682024-02-202024-02-261275342.131323224.7547628.05(3.74%)254.66
1587.30
232.32%0
692024-02-052024-02-191136742.501275596.75138627.07(12.21%)227.16
1531.40
227.56%0
702024-01-292024-02-021205427.631136969.63-68698.59(-5.71%)240.59
1363.02
213.70%0
712024-01-222024-01-261253357.881205668.25-47939.15(-3.84%)249.42
1441.01
220.57%0
722024-01-152024-01-191254449.631253607.38-1092.66(-0.09%)250.39
1503.15
225.36%0
732024-01-082024-01-121286621.381254700.00-32178.62(-2.50%)257.15
1506.43
225.47%0
742023-12-292024-01-051262583.751286878.6324042.55(1.91%)252.34
1545.08
228.69%0
752023-12-222023-12-281278495.381262836.13-15914.43(-1.25%)255.20
1514.22
226.28%0
762023-12-152023-12-211298412.881278750.50-19921.66(-1.54%)259.34
1534.29
227.88%0
772023-12-082023-12-141268290.881298672.2530127.90(2.38%)253.51
1559.36
229.87%0
782023-12-012023-12-071287145.251268544.38-18858.33(-1.47%)257.40
1523.91
226.85%0
792023-11-242023-11-301293735.501287402.75-6591.33(-0.51%)258.60
1545.87
228.74%0
802023-11-172023-11-231267624.751293994.1326116.61(2.07%)252.85
1550.59
229.40%0
812023-11-102023-11-161269210.381267877.50-1586.25(-0.13%)253.44
1520.84
226.79%0
822023-11-032023-11-091235062.251269463.7534154.57(2.77%)246.90
1524.54
226.95%0
832023-10-272023-11-021203420.381235309.1331648.47(2.63%)240.35
1482.13
223.53%0
842023-10-202023-10-261223055.751203660.63-19639.04(-1.61%)243.91
1441.93
220.37%0
852023-10-132023-10-191274435.881223299.63-51391.02(-4.04%)254.67
1468.40
222.33%0
862023-09-282023-10-121280198.251274690.63-5762.98(-0.45%)255.39
1527.57
227.47%0
872023-09-212023-09-271293709.381280453.63-13514.16(-1.05%)258.32
1535.85
228.05%0
882023-09-142023-09-201276754.631293967.7516958.25(1.33%)254.89
1551.85
229.40%0
892023-09-072023-09-131276650.501277009.50104.46(0.01%)254.62
1529.98
227.70%0
902023-08-312023-09-061280510.751276905.13-3861.10(-0.30%)255.51
1530.59
227.69%0
912023-08-242023-08-301290520.001280766.25-10011.58(-0.78%)257.77
1536.77
228.08%0
922023-08-172023-08-231335700.881290777.88-45189.68(-3.39%)266.67
1548.00
229.08%0
932023-08-102023-08-161344919.381335967.50-9220.53(-0.69%)268.63
1602.94
233.60%0
942023-08-032023-08-091239209.131345188.00105731.91(8.56%)247.00
1611.12
234.52%0
952023-07-272023-08-021255697.001239456.13-16491.82(-1.31%)250.99
1488.21
223.95%0
962023-07-202023-07-261281515.131255948.00-25822.06(-2.03%)254.99
1501.08
225.59%0
972023-07-132023-07-191307851.381281770.13-26342.40(-2.02%)261.12
1537.25
228.18%0
982023-07-062023-07-121301255.751308112.506596.77(0.51%)259.88
1569.41
230.81%0
992023-06-292023-07-051280260.881301515.6320999.02(1.64%)255.81
1562.22
230.15%0
1002023-06-202023-06-281301917.501280516.63-21660.43(-1.67%)259.47
1532.98
228.05%0
1012023-06-132023-06-191260717.131302177.0041208.37(3.28%)251.43
1560.23
230.22%0
1022023-06-062023-06-121308112.501260968.63-47404.52(-3.64%)260.61
1508.88
226.10%0
1032023-05-302023-06-051325430.131308373.13-17321.68(-1.31%)264.84
1570.44
230.84%0
1042023-05-232023-05-291337785.751325694.88-12358.21(-0.92%)267.39
1591.75
232.57%0
1052023-05-162023-05-221339325.881338053.13-1539.69(-0.12%)266.87
1601.62
233.81%0
1062023-05-092023-05-151385267.131339592.75-45951.38(-3.32%)276.97
1608.92
233.96%0
1072023-04-272023-05-081391947.381385544.13-6681.35(-0.48%)278.14
1663.18
238.55%0
1082023-04-202023-04-261360848.751392225.5031104.99(2.29%)271.77
1670.28
239.22%0
1092023-04-132023-04-191361338.751361120.50-490.11(-0.04%)271.94
1633.35
236.11%0
1102023-04-062023-04-121351982.381361610.639358.21(0.69%)270.03
1633.71
236.16%0
1112023-03-292023-04-041386141.001352252.38-34165.10(-2.47%)276.60
1620.87
235.23%0
1122023-03-222023-03-281391007.251386417.50-4867.67(-0.35%)277.90
1663.90
238.64%0
1132023-03-152023-03-211381148.751391285.139860.64(0.72%)275.77
1668.78
239.13%0
1142023-03-082023-03-141345122.131381424.5036033.76(2.68%)268.57
1656.96
238.14%0
1152023-03-012023-03-071382690.501345390.75-37575.63(-2.73%)275.78
1611.86
234.54%0
1162023-02-222023-02-281403971.751382966.38-21286.01(-1.52%)280.61
1660.42
238.30%0
1172023-02-152023-02-211354498.131404252.3849483.68(3.66%)270.54
1684.95
240.43%0
1182023-02-082023-02-141338672.381354768.7515829.15(1.18%)267.23
1624.65
235.48%0
1192023-02-012023-02-071351862.751338939.63-13193.04(-0.98%)270.06
1606.77
233.89%0
1202023-01-182023-01-311355173.251352132.75-3311.53(-0.24%)270.92
1623.82
235.21%0
1212023-01-112023-01-171299366.381355444.2555818.33(4.30%)259.48
1626.12
235.54%0
1222023-01-042023-01-101301012.001299626.00-1645.19(-0.13%)259.14
1555.04
229.96%0
1232022-12-272023-01-031244268.881301271.1356754.39(4.58%)247.90
1557.67
230.13%0
1242022-12-202022-12-261264907.381244516.75-20642.68(-1.64%)252.05
1489.60
224.45%0
1252022-12-132022-12-191294644.881265159.38-29744.12(-2.30%)258.59
1517.97
226.52%0
1262022-12-062022-12-121251936.131294903.5042717.89(3.42%)249.53
1550.60
229.49%0
1272022-11-292022-12-051144798.501252185.63107158.60(9.38%)228.54
1501.88
225.22%0
1282022-11-222022-11-281220207.001145027.00-75423.77(-6.19%)243.62
1373.16
214.50%0
1292022-11-152022-11-211221938.501220450.75-1731.33(-0.14%)243.63
1461.74
222.05%0
1302022-11-082022-11-141213646.631222182.138292.96(0.68%)242.55
1467.29
222.22%0
1312022-11-012022-11-071206386.001213889.137262.03(0.60%)241.09
1457.32
221.39%0
1322022-10-252022-10-311161849.381206627.1344545.64(3.84%)232.19
1448.60
220.66%0
1332022-10-182022-10-241162657.381162081.50-808.24(-0.07%)232.35
1395.09
216.21%0
1342022-10-112022-10-171108262.631162889.7554405.68(4.92%)221.35
1395.35
216.29%0
1352022-09-272022-10-101053708.131108484.0054565.89(5.20%)209.97
1327.15
210.85%0
1362022-09-202022-09-261062542.881053918.13-8837.06(-0.83%)212.27
1264.80
15.39%0
1372022-09-132022-09-191102250.001062755.13-39714.84(-3.61%)219.96
1273.88
26.28%0
1382022-09-052022-09-091115212.251102469.88-12965.38(-1.16%)222.89
1323.66
210.25%0
1392022-08-292022-09-021078745.881115435.2536473.83(3.39%)215.50
1338.64
211.54%0
1402022-08-222022-08-261054121.381078961.3824629.83(2.34%)210.26
1292.91
27.90%0
1412022-08-152022-08-191056958.001054331.63-2837.55(-0.27%)211.29
1266.08
25.43%0
1422022-08-082022-08-121080896.131057169.25-23943.01(-2.22%)216.13
1269.85
25.72%0
1432022-08-012022-08-051096658.001081112.25-15764.58(-1.44%)218.88
1296.20
28.11%0
1442022-07-252022-07-291062237.251096876.8834427.55(3.25%)212.13
1315.91
29.69%0
1452022-07-182022-07-221051311.001062449.3810928.64(1.04%)209.71
1273.15
26.24%0
1462022-07-112022-07-151056590.501051520.75-5281.03(-0.50%)211.22
1262.78
25.15%0
1472022-07-042022-07-081073525.131056801.75-16937.88(-1.58%)214.55
1268.75
25.68%0
1482022-06-272022-07-011090551.631073739.63-17029.82(-1.56%)217.93
1288.96
27.37%0
1492022-06-202022-06-241013688.001090769.5076879.38(7.61%)202.15
1306.97
29.08%0
1502022-06-132022-06-17997913.441013890.1915777.31(1.58%)199.47
1217.43
21.39%0
1512022-06-062022-06-10999800.38998112.88-1887.11(-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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