Wellness programs have evolved from nice-to-have components in the benefits plan of companies to a universal norm ingrained in the modern corporate work culture. Companies are going the extra yard to incorporate these programs as a low-cost means to battle stress and sickness of employees and improve overall health and wellbeing. The result is a happier and healthier workforce that is marked by low absence and disability claims, thereby improving efficiency and strengthening business performance. Based on the rationale that these programs can reduce the unsustainable healthcare costs that plague the US workforce, corporate wellness platforms have witnessed a rapid ascent post the 1990s. Corporate wellness programs are offering a plethora of activities and services and vary in terms of their designs.

本周（20190715-20190719），主要大盘指数上证综指/深证成指/沪深300 变动幅度分别为-0.2%/0.2%/0.0%，其中申万休闲服务指数/申万交运指数变动幅度分别为-1.9%/0.5%。

2019Q2 股票型开放式基金：投资总市值较2019 年Q1 增加，重仓持股市值占比同比下降。我们选取股票型开放式基金重仓持股情况进行分析：2019 年二季度末股票型开放式基金股票投资总市值8599 亿元，较2019Q1 季度末增加439.5 亿，较去年同期增加2548 亿，其中前十大重仓股持股总市值3592 亿，占股票投资总市值比重41.8%，占比较2019 年一季度末提升0.7pct，较去年同期降低1.4pct。

2019 年二季度基金持仓情况公布完毕，2Q19 轻工持仓占比从2Q18 的2.44%下降至1.09%，同比下降1.35ppt，环比1Q19 下降0.17ppt。轻工/A 股市值比例为1.29%，2Q19 低配0.19ppt。其中，家居板块仍然是机构配置比例最高细分行业，但板块内个股分化加剧，欧派家居、晨光文具、中顺洁柔等行业龙头获基金增持。

2019 年上半年，全国累计实现票房约 312 亿（含服务费），较 2018 年同期 320 亿的水平下降了 3%，票房市场整体没有找到新的增长点，影片整体质量有所下滑，全国票房反弹有一定的难度，未来票房增长水平将维持在一个相对平稳的区间。