建筑装饰：建筑板块依旧低配建议关注低估值和顺周期

财通证券股份有...10-28

2024Q3 基金重仓建筑板块比例环比维持下滑：以普通股票型、偏股混合型、平衡混合型、灵活配置型4 类主动偏股类基金（开放式及封闭式）为样本，2024Q3 末建筑板块基金重仓比例为0.43%，环比2024Q2 下滑0.09pct；同期建筑板块标配比例为2.01%，低配幅度达到1.58%。财政支出压力下建筑央国企重仓规模下滑，头部建筑企业仍是Q3 配置重点：Q3 末机构重仓建筑市值前10 的个股主要...

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建筑装饰：建筑板块依旧低配 建议关注低估值和顺周期

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建筑装饰：建筑板块依旧低配建议关注低估值和顺周期