基金二季报公布完毕，备受关注的基金重仓股也随之揭开神秘面纱。据统计，二季报基金重仓股中有370家公司已公布2011年中期业绩预告，288家预增，占比78%；30家预降，22家预亏。在预增公司中有76家预计今年上半年净利润较去年同期增幅超过100%。其中，精功科技（002006）、电广传媒（000917）、三爱富（600636）等个股增幅更是在1000%以上。从基金持有量来看，有16只个股基金合计持有股数占流通A股比超过10%。行业方面，主要集中在石化、机械设备、金属非金属等板块。
| 业绩预增翻倍基金二季报重仓股 | ||||||
| 简称 | 基金家数 | 持有股数(万股) | 占已流通A股比(%) | 业绩预告摘要 | 行业 | |
| 威孚高科 show_quote("000581","sz","威孚高科","stock"); | 31 | 12572.36 | 33.03 | 净利润同比增长100.56% | 机械、设备、仪表 | |
| 伊利股份 show_quote("600887","sh","伊利股份","stock"); | 62 | 43346.74 | 27.31 | 净利润同比增长100%以上 | 食品、饮料 | |
| 三安光电 show_quote("600703","sh","三安光电","stock"); | 8 | 12828.43 | 26.89 | 净利润同比增长120%以上 | 石油、化学、塑胶、塑料 | |
| 海螺水泥 show_quote("600585","sh","海螺水泥","stock"); | 111 | 72694.55 | 18.17 | 净利润同比增长200%以上 | 金属、非金属 | |
| 美邦服饰 show_quote("002269","sz","美邦服饰","stock"); | 8 | 1849.20 | 17.61 | 净利润增长600-900% | 批发和零售贸易 | |
| 双鹭药业 show_quote("002038","sz","双鹭药业","stock"); | 31 | 5483.39 | 17.55 | 净利润增长150%－170% | 医药、生物制品 | |
| 广汇股份 show_quote("600256","sh","广汇股份","stock"); | 22 | 18292.87 | 16.96 | 净利润增长100%以上 | 房地产业 | |
| 中恒集团 show_quote("600252","sh","中恒集团","stock"); | 20 | 16027.89 | 14.68 | 净利润同比增长超过150% | 医药、生物制品 | |
| 远 望 谷 show_quote("002161","sz","远 望 谷","stock"); | 5 | 3181.78 | 14.28 | 净利润增长100-130% | 信息技术业 | |
| 东方园林 show_quote("002310","sz","东方园林","stock"); | 6 | 673.88 | 13.78 | 净利润增长100%-130% | 农、林、牧、渔业 | |
| 合肥百货 show_quote("000417","sz","合肥百货","stock"); | 12 | 6489.98 | 13.56 | 净利润增长150.18% | 批发和零售贸易 | |
| 纳川股份 show_quote("300198","sz","纳川股份","stock"); | 4 | 244.48 | 13.22 | 净利润增长100%-150% | 石油、化学、塑胶、塑料 | |
| 金发科技 show_quote("600143","sh","金发科技","stock"); | 21 | 17957.83 | 12.86 | 净利润同期增长200%以上 | 石油、化学、塑胶、塑料 | |
| 星辉车模 show_quote("300043","sz","星辉车模","stock"); | 2 | 733.07 | 12.20 | 净利润增长120%-170% | 造纸、印刷 | |
| 海 能 达 show_quote("002583","sz","海 能 达","stock"); | 3 | 660.30 | 11.79 | 净利润增长370%-420% | 信息技术业 | |
| 华海药业 show_quote("600521","sh","华海药业","stock"); | 6 | 5416.81 | 10.06 | 净利增长100%到150% | 医药、生物制品 | |
| 天山股份 show_quote("000877","sz","天山股份","stock"); | 14 | 3255.41 | 9.70 | 净利润同比增长140-160% | 金属、非金属 | |
| 海南海药 show_quote("000566","sz","海南海药","stock"); | 3 | 2016.02 | 9.61 | 净利润同比增加300%-350% | 医药、生物制品 | |
| 兴蓉投资 show_quote("000598","sz","兴蓉投资","stock"); | 3 | 2041.83 | 9.26 | 净利润增长117.19-153.39% | 社会服务业 | |
| 古井贡酒 show_quote("000596","sz","古井贡酒","stock"); | 15 | 1619.48 | 9.25 | 净利润约26,846.75万元 | 食品、饮料 | |
| 中环股份 show_quote("002129","sz","中环股份","stock"); | 13 | 6485.70 | 8.98 | 净利润增长幅度1100-1150% | 电子 | |
| 滨化股份 show_quote("601678","sh","滨化股份","stock"); | 3 | 1875.00 | 8.74 | 净利润同比增长100-150% | 综合类 | |
| 山东海化 show_quote("000822","sz","山东海化","stock"); | 4 | 7096.58 | 7.93 | 净利润同期增长900%左右 | 石油、化学、塑胶、塑料 | |
| 中国北车 show_quote("601299","sh","中国北车","stock"); | 15 | 18175.80 | 7.11 | 净利润同比增长120%以上 | 机械、设备、仪表 | |
| 京新药业 show_quote("002020","sz","京新药业","stock"); | 1 | 485.48 | 6.32 | 净利润增长110-160% | 医药、生物制品 | |
| 中色股份 show_quote("000758","sz","中色股份","stock"); | 6 | 2687.45 | 6.31 | 净利润盈利1-1.3亿元 | 采掘业 | |
| 长荣股份 show_quote("300195","sz","长荣股份","stock"); | 2 | 150.00 | 6.00 | 净利润同比增长102%-130% | 机械、设备、仪表 | |
| 中集集团 show_quote("000039","sz","中集集团","stock"); | 12 | 6417.58 | 5.21 | 净利润同比增长180%-230% | 金属、非金属 | |
| 皖维高新 show_quote("600063","sh","皖维高新","stock"); | 2 | 1902.07 | 5.17 | 净利润增长110%-130% | 石油、化学、塑胶、塑料 | |
| 三 爱 富 show_quote("600636","sh","三 爱 富","stock"); | 5 | 1785.74 | 5.14 | 净利润同比增长1595% | 石油、化学、塑胶、塑料 | |
| 巨化股份 show_quote("600160","sh","巨化股份","stock"); | 12 | 4027.45 | 5.06 | 净利润同期增长500～550% | 石油、化学、塑胶、塑料 | |
| 易 华 录 show_quote("300212","sz","易 华 录","stock"); | 1 | 68.00 | 5.00 | 净利润增长110%-130% | 信息技术业 | |
| 凯迪电力 show_quote("000939","sz","凯迪电力","stock"); | 2 | 4572.73 | 4.86 | 净利润增长400-449.98% | 电力、煤气及水的生产和供应业 | |
| 洪城水业 show_quote("600461","sh","洪城水业","stock"); | 3 | 990.00 | 4.71 | 净利润增长200%以上 | 电力、煤气及水的生产和供应业 | |
| 隆平高科 show_quote("000998","sz","隆平高科","stock"); | 7 | 1302.78 | 4.70 | 净利润同比增长120%-150% | 农、林、牧、渔业 | |
| 闽福发A show_quote("000547","sz","闽福发Ａ","stock"); | 1 | 979.78 | 4.00 | 净利润上升190%-240% | 信息技术业 | |
| 紫鑫药业 show_quote("002118","sz","紫鑫药业","stock"); | 4 | 1517.73 | 3.67 | 净利润增长幅度338-357% | 医药、生物制品 | |
| 老 凤 祥 show_quote("600612","sh","老 凤 祥","stock"); | 3 | 523.06 | 3.61 | 净利润同比增长100%以上 | 其他制造业 | |
| 金种子酒 show_quote("600199","sh","金种子酒","stock"); | 9 | 1818.83 | 3.49 | 净利润增长130%以上 | 食品、饮料 | |
| TCL 集团 show_quote("000100","sz","TCL 集团","stock"); | 3 | 19029.32 | 3.37 | 净利润同比增长190-240% | 电子 | |
| 包钢稀土 show_quote("600111","sh","包钢稀土","stock"); | 20 | 2301.33 | 3.11 | 净利润同比将增长450%以上 | 金属、非金属 | |
| 通源石油 show_quote("300164","sz","通源石油","stock"); | 2 | 63.24 | 3.10 | 净利润增长177%-209% | 采掘业 | |
| 内蒙君正 show_quote("601216","sh","内蒙君正","stock"); | 3 | 361.64 | 3.01 | 净利润增长幅度100%—120% | 石油、化学、塑胶、塑料 | |
| 宁波富达 show_quote("600724","sh","宁波富达","stock"); | 1 | 1154.94 | 2.60 | 净利润增长幅度约200% | 房地产业 | |
| 多 氟 多 show_quote("002407","sz","多 氟 多","stock"); | 1 | 246.24 | 2.49 | 净利润增长幅度100-150% | 石油、化学、塑胶、塑料 | |
| 经纬纺机 show_quote("000666","sz","经纬纺机","stock"); | 2 | 484.06 | 2.13 | 净利润增长825%-996% | 机械、设备、仪表 | |
| 齐翔腾达 show_quote("002408","sz","齐翔腾达","stock"); | 1 | 320.06 | 2.00 | 净利润增长150%-160% | 石油、化学、塑胶、塑料 | |
| 西安饮食 show_quote("000721","sz","西安饮食","stock"); | 1 | 331.87 | 1.99 | 净利润增长362.6%-376.74% | 社会服务业 | |
| 得润电子 show_quote("002055","sz","得润电子","stock"); | 1 | 311.81 | 1.83 | 净利润增长200-250% | 电子 | |
| 华茂股份 show_quote("000850","sz","华茂股份","stock"); | 3 | 1399.27 | 1.48 | 净利润同比增长450%-500% | 纺织、服装、皮毛 | |
| 江特电机 show_quote("002176","sz","江特电机","stock"); | 2 | 276.32 | 1.42 | 净利润增长150%-170% | 机械、设备、仪表 | |
| 塔牌集团 show_quote("002233","sz","塔牌集团","stock"); | 4 | 633.69 | 1.40 | 净利润增长140%-170% | 金属、非金属 | |
| ST 汇 通 show_quote("000415","sz","ST 汇 通","stock"); | 2 | 390.00 | 1.30 | 净利润约16000-17200万元 | 建筑业 | |
| 江西水泥 show_quote("000789","sz","江西水泥","stock"); | 4 | 499.12 | 1.26 | 净利润约27000-30000万元 | 金属、非金属 | |
| 中航地产 show_quote("000043","sz","中航地产","stock"); | 1 | 390.79 | 1.17 | 净利润同比增长1512-1713% | 房地产业 | |
| 辰州矿业 show_quote("002155","sz","辰州矿业","stock"); | 4 | 602.86 | 1.10 | 净利润增长300-350% | 采掘业 | |
| 辽通化工 show_quote("000059","sz","辽通化工","stock"); | 3 | 1312.40 | 1.09 | 净利润同比增长113%-122% | 石油、化学、塑胶、塑料 | |
| 东百集团 show_quote("600693","sh","东百集团","stock"); | 1 | 304.94 | 1.02 | 净利润同比增长450-480% | 批发和零售贸易 | |
| 西宁特钢 show_quote("600117","sh","西宁特钢","stock"); | 2 | 727.05 | 0.98 | 净利润增长159%-224% | 金属、非金属 | |
| 桂林旅游 show_quote("000978","sz","桂林旅游","stock"); | 1 | 312.69 | 0.87 | 净利润增长100%-130% | 社会服务业 | |
| 新都化工 show_quote("002539","sz","新都化工","stock"); | 2 | 34.35 | 0.82 | 净利润增长140%-160% | 石油、化学、塑胶、塑料 | |
| 四川双马 show_quote("000935","sz","四川双马","stock"); | 1 | 100.00 | 0.72 | 净利润增长100.15-153.52% | 金属、非金属 | |
| 新筑股份 show_quote("002480","sz","新筑股份","stock"); | 2 | 48.07 | 0.69 | 净利润增长120-150% | 机械、设备、仪表 | |
| 云南铜业 show_quote("000878","sz","云南铜业","stock"); | 2 | 674.23 | 0.54 | 净利润同比增长171.36% | 金属、非金属 | |
| 黄河旋风 show_quote("600172","sh","黄河旋风","stock"); | 1 | 129.54 | 0.52 | 净利润同比增长100%以上 | 金属、非金属 | |
| 精功科技 | 3 | 66.58 | 0.50 | 净利润增长2002%-2050% | 机械、设备、仪表 | |
| 四川长虹 show_quote("600839","sh","四川长虹","stock"); | 1 | 1249.98 | 0.35 | 净利润同比增长440%-515% | 电子 | |
| 中泰化学 show_quote("002092","sz","中泰化学","stock"); | 2 | 242.68 | 0.21 | 净利润增长280-330% | 石油、化学、塑胶、塑料 | |
| 英 力 特 show_quote("000635","sz","英 力 特","stock"); | 1 | 30.30 | 0.17 | 净利润增长190-240% | 石油、化学、塑胶、塑料 | |
| 西单商场 show_quote("600723","sh","西单商场","stock"); | 1 | 40.21 | 0.13 | 净利润同比增长700%左右 | 批发和零售贸易 | |
| 飞亚达A show_quote("000026","sz","飞亚达Ａ","stock"); | 1 | 14.00 | 0.13 | 净利润同比增加100%-110% | 批发和零售贸易 | |
| 丽江旅游 show_quote("002033","sz","丽江旅游","stock"); | 1 | 10.00 | 0.11 | 净利润上升350%-380% | 社会服务业 | |
| 中纺投资 show_quote("600061","sh","中纺投资","stock"); | 1 | 30.14 | 0.07 | 净利润同期增长130% | 石油、化学、塑胶、塑料 | |
| 方大炭素 show_quote("600516","sh","方大炭素","stock"); | 1 | 80.85 | 0.06 | 净利润同比增长150% | 金属、非金属 | |
| 电广传媒 | 1 | 11.20 | 0.04 | 净利润同比增长1850-2050% | 传播与文化产业 | |
| 国电南自 show_quote("600268","sh","国电南自","stock"); | 1 | 11.00 | 0.02 | 净利润同比增长300%以上 | 机械 | |