建筑材料及新材料2024Q2末基金重仓点评：重仓略增加仓优质基建地产链企业

国联证券股份有...07-23 00:00

建材建筑板块基金重仓延续低配，超配比例环比均小幅提升2024Q1 末建材、建筑板块基金重仓持股市值分别为72 亿、95 亿，重仓比例分别为0.43%、0.57%，环比分别+0.02、+0.07pct，建材、建筑环比小幅加仓（截止2024/07/19，后文同）。2024Q2 建材、建筑板块重仓比例在申万一级行业中分别排名27、25 名，较2024Q1 均上升1 名。建材、建筑两个板块重仓超配比例分别...

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建筑材料及新材料2024Q2末基金重仓点评：重仓略增 加仓优质基建地产链企业

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建筑材料及新材料2024Q2末基金重仓点评：重仓略增加仓优质基建地产链企业