截至上周五，沪深两地披露2007年报的公司数量已经达到374家，根据年报当中披露的前十大流通股东数据统计显示，保险、QFII在去年四季度增持较多房地产股，而对有色等行业则减持明显。 

　　截至上周五已披露年报的公司当中，涉及到保险持股的公司有44家，与上个报告期相比，增持21家、持平16家、减持7家、去年三季度末持有而年末从十大流通股东名单中退出的公司有14家。值得注意的是，个别情况下，机构投资者虽从公司前十大流通股东中退出，但并不表示机构一定在减持，由于限售股的解禁，原来部分非流通股东进入流通股东名单，从而机构投资者可能被挤出十大流通股东行列，比如民生银行即属此种情况。

　　以十大流通股东中披露的数据计算，截至上周五，保险2007年末持股市值合计138亿元，较上一个报告期增加42.9亿元，增幅达45%，主要是因为保险新进1.9亿股浦发银行股份所致。保险进入前十大流通股东行列的房地产股中，对冠城大通、香江控股、张江高科三家公司去年四季度合计增持4241万股，对栖霞建设的持股数量较上期未有变动，整体看来，去年四季度保险对房地产行业增持明显。已披露年报数据显示，保险对有色行业在去年四季度表现为减持，其中对南山铝业减持1163万股，对驰宏锌锗减持76万股。截至上周五，保险持有市值最高的前三只个股分别是浦发银行、贵州茅台、锡业股份。

　　已披露年报公司当中，44家公司前十大流通股东名单中出现QFII的身影，其中19只属于QFII去年四季度增持个股，15只被减持，10只持股数量与去年三季度末相比未有变化，福耀玻璃、海油工程等22只个股去年三季度末被QFII不同程度持有，而在去年末QFII从这些个股的前十大流通股东名单中退出。

　　截至上周五，QFII去年末持股市值最大的前五只个股分别是美的电器、世贸股份、南宁唐业、中国玻纤和中兴商业，持股市值分别是50.7亿元、8.7亿元、4.02亿元、3.3亿元和2.4亿元，其中除中国玻纤一家公司QFII持股占流通股本比例为5%以外，其余四家公司QFII持股占流通股本比例均超过10%。

　　截至上周五已披露的374份年报统计显示，以去年末的收盘价计算，QFII持仓市值共计104.97亿元，与三季度末相比减少22.39亿元，减少幅度达17.58%，考虑到同期上证指数下跌仅为5.24%，可见，QFII在去年四季度很可能有所减仓。以天相行业分类，QFII持有市值最多的前五个行业分别是家电、房地产、化工、机械、食品，持有市值均在5-50亿元之间，数据显示，2007年四季度QFII对房地产、电力、医药、建材、食品等行业有不同程度加仓，而对家电、建筑业、机械、有色等行业则减仓较为明显。

　　已披露年报公司中保险持仓情况一览

同花顺

代码简称收盘价(元)[3.14]持有家数持股占流通股比例（%）          持股市值                    每股收益(元)          净利润增长率(%)[07年报]涨幅(%)             行业

                                                      [07年报]                      （万元）                        [07年报]                                        [1.01-3.14]            

                                                                                         [07年报]                                                                                                     学习更多股票知识http://zhishi.miaogu.com

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600459贵研铂业47.17      2  7.98                      19,188                 1.120            202.55            -20.17         有色

600067冠城大通16.16      3  7.95                      39,245                 0.430            14.40             -20.86         房地产开发

600785新华百货22.81      2  6.83                      14,294                 0.620            32.66             -16.42         商业

600000浦发银行32.44      2  5.50                      631,029                1.263            63.85             -38.56         金融

000528柳    工29.45      2  5.46                      42,291                 1.200            56.71             -29.26         机械

600408安泰集团21.50      2  5.15                      24,971                 0.540            53.29             3.42           煤炭

600123兰花科创46.09      2  4.95                      55,308                 1.414            2.95              -1.81          煤炭

600169太原重工33.14      1  4.82                      30,610                 0.760            249.48            -8.10          机械

000960锡业股份56.75      2  4.57                      66,645                 1.120            191.72            -14.09         有色

600486扬农化工38.30      1  4.57                      8,426                  0.863            90.83             21.51          化工

600162香江控股16.90      2  4.40                      18,532                 0.356            16.37             -31.22         房地产开发

600350山东高速7.89       2  4.22                      22,202                 0.346            28.16             -21.02         公路

600406国电南瑞27.91      1  4.02                      16,750                 0.580            23.56             -10.89         电气设备

600856长百集团13.49      1  3.85                      9,443                  0.020            102.39            22.08          商业

000978桂林旅游21.28      1  3.78                      7,511                  0.300            17.47             -9.02          酒店旅游

002013中航精机19.54      1  3.72                      3,017                  0.330            47.01             -8.56          汽车及配件

600439瑞贝卡39.10      1  3.25                      17,595                 0.810            86.55             -21.45         纺织服装

002007华兰生物48.78      1  3.25                      28,139                 0.550            52.18             -8.46          医药

600219南山铝业21.58      2  3.17                      33,973                 0.870            543.59            -18.84         有色

600533栖霞建设17.19      1  3.10                      12,893                 0.848            48.30             -25.20         房地产开发

600479千金药业35.61      1  2.83                      7,275                  1.148            91.45             -18.55         医药

000563陕国投Ａ18.16      1  2.50                      9,806                  0.203            632.77            -14.82         金融

002088鲁阳股份40.40      1  1.91                      3,870                  0.990            63.06             -9.52          建材

600317营口港14.50      1  1.89                      6,208                  0.570            14.18             -12.65         航运业

002009天奇股份37.78      1  1.81                      5,227                  0.400            52.89             -14.14         软件及服务

600268国电南自20.02      1  1.73                      3,043                  0.397            1.24              -3.33          电气设备

000729燕京啤酒20.10      1  1.54                      14,888                 0.372            33.19             -4.51          食品

600033福建高速9.74       1  1.52                      8,045                  0.423            29.59             2.53           公路

600519贵州茅台205.04     1  1.49                      124,942                3.000            83.25             -10.85         食品

600583海油工程47.46      1  1.40                      31,688                 1.130            45.50             -8.87          建筑业

600206有研硅股20.19      1  1.40                      2,484                  0.410            273.72            -18.36         元器件

002202金风科技68.61      1  1.36                      3,725                  1.400            96.98             -2.23          电气设备

600649原水股份15.31      1  1.24                      21,162                 0.277            -12.66            -23.87         供水供气

600895张江高科19.61      1  1.23                      14,038                 0.310            133.30            9.74           园区土地开发

000429粤高速Ａ8.70       1  1.20                      4,350                  0.390            43.58             -10.77         公路

000731四川美丰15.00      1  1.19                      3,000                  1.008            26.05             3.46           化工

000852江钻股份25.50      1  1.18                      3,014                  0.300            -51.13            0.00           机械

600356恒丰纸业12.14      1  1.15                      1,214                  0.230            -6.10             -2.88          造纸包装

002172澳洋科技50.86      2  1.11                      2,484                  1.540            151.62            -9.13          化纤

600834申通地铁12.39      1  0.90                      2,213                  0.260            2.04              -10.48         城市交通与仓储

600160巨化股份13.62      1  0.82                      2,996                  0.372            27.16             4.45           化工

000559万向钱潮10.88      1  0.79                      4,406                  0.257            44.21             -21.61         汽车及配件

000516开元控股14.55      1  0.67                      873                    0.530            79.56             -0.34          商业

601008连云港12.27      1  0.17                      317                    0.250            18.97             -11.60         航运业

叶弘

　　已披露年报公司中QFII持仓情况一览

展锋

代码简称收盘价(元)[3.14]持有      持股占流通股比例（%）          持股市值                    每股收益                净利润增长率(%)          涨幅(%)             行业

                                          家数     [07年报]                      （万元）                        (元)                        [07年报]                [1.01-3.14]            

                                                                                           [07年报]                   [07年报]                                                                         李兆基

李雨青

学习更多股票知识http://zhishi.miaogu.com

000527美的电器33.00      6    16.79                     507,036                0.950              122.60              -11.08         家电

000715中兴商业14.08      5    12.38                     24,229                 0.276              8.82                -16.69         商业

600823世茂股份19.81      4    13.11                     87,012                 0.140              -44.69              -3.37          房地产开发

600192长城电工14.49      4    7.96                      16,694                 0.215              134.58              -3.85          电气设备

000731四川美丰15.00      4    6.10                      15,363                 1.008              26.05               3.46           化工

000911南宁糖业23.80      3    13.44                     40,276                 0.490              -34.68              46.46          食品

600993马应龙54.39      3    5.36                      10,486                 2.190              86.32               -15.00         医药

600176中国玻纤28.59      3    5.00                      32,868                 0.722              119.68              -3.08          建材

600495晋西车轴19.71      3    4.72                      5,680                  0.590              15.41               -20.91         机械

000799*ST 酒鬼20.62      3    3.41                      7,542                  0.206              126.90              -10.90         食品

000852江钻股份25.50      2    9.16                      23,357                 0.300              -51.13              0.00           机械

002111威海广泰42.39      2    4.69                      4,213                  0.640              42.46               -18.21         机械

600438通威股份20.68      2    3.38                      24,002                 0.189              -11.19              50.62          农林牧副渔

002056横店东磁33.80      2    3.30                      10,207                 0.960              35.53               -6.99          元器件

000826合加资源19.50      2    3.30                      5,748                  0.430              82.54               5.35           供水供气

000565渝三峡Ａ49.30      1    4.36                      22,184                 0.160              561.04              55.77          化工

600592龙溪股份22.18      1    4.24                      6,315                  0.655              24.13               8.62           机械

002070众和股份14.18      1    4.17                      3,813                  0.362              -11.72              -15.44         纺织服装

002045广州国光12.70      1    3.53                      5,700                  0.390              53.37               -10.12         元器件

600258首旅股份36.68      1    3.35                      11,174                 0.529              53.15               -24.48         酒店旅游

600426华鲁恒升25.00      1    3.21                      22,500                 0.646              36.67               -5.66          化工

600486扬农化工38.30      1    3.11                      5,745                  0.863              90.83               21.51          化工

600406国电南瑞27.91      1    2.75                      11,478                 0.580              23.56               -10.89         电气设备

000563陕国投Ａ18.16      1    2.69                      10,533                 0.203              632.77              -14.82         金融

000528柳    工29.45      1    2.31                      17,891                 1.200              56.71               -29.26         机械

000597东北制药17.18      1    2.07                      6,047                  0.156              93.30               -0.69          医药

600966博汇纸业23.16      1    1.84                      9,264                  0.690              34.70               3.25           造纸包装

600765力源液压31.50      1    1.65                      2,337                  0.640              38.14               -24.41         机械

600587新华医疗17.45      1    1.64                      1,636                  0.230              5.45                3.93           医药

600895张江高科19.61      1    1.64                      18,682                 0.310              133.30              9.74           园区土地开发

600269赣粤高速15.35      1    1.61                      15,339                 0.940              32.86               -16.44         公路

002033丽江旅游26.59      1    1.48                      2,024                  0.670              41.38               -4.32          酒店旅游

600308华泰股份24.97      1    1.47                      12,754                 0.905              17.17               -13.03         造纸包装

002013中航精机19.54      1    1.45                      1,172                  0.330              47.01               -8.56          汽车及配件

600506香梨股份13.39      1    1.40                      1,903                  -0.200             -25587.45           -8.48          农林牧副渔

600886国投电力11.52      1    1.33                      10,453                 0.632              24.76               -30.81         电力

600166福田汽车11.50      1    1.22                      7,289                  0.479              642.88              -12.35         汽车及配件

600284浦东建设19.40      1    1.17                      3,597                  0.497              51.75               -9.30          建筑业

600779水井坊29.09      1    1.11                      9,454                  0.410              97.89               3.19           食品

600380健康元23.56      1    1.06                      5,419                  1.190              1624.32             -11.63         医药

600316洪都航空43.34      1    0.93                      5,028                  0.460              40.61               13.49          机械

000159国际实业17.99      1    0.71                      1,439                  0.299              4326.37             22.05          煤炭

000301丝绸股份10.38      1    0.30                      2,595                  0.119              -15.57              -13.64         纺织服装

600322天房发展8.15       1 大智慧