食品饮料行业2025年一季度基金持仓分析：白酒板块基金持仓比例回升大众品略有减配

国信证券股份有...2025-04-23

食品饮料行业：持仓比例8.1%，行业维持超配。1Q25 食品饮料行业重仓比例环比4Q24 下滑0.26pcts 至8.1%，位居申万一级行业第四。1Q25 食品饮料行业重仓超配比例为2.71%，行业整体维持超配，超配比例环比下降0.06pcts。子板块：白酒板块基金重仓持股比例稳居第一，超配比例环比扩大，剔除茅台后白酒板块重仓持股比例环比上升0.15pcts；大众品板块基金持仓比例下降，啤酒、...

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食品饮料行业2025年一季度基金持仓分析：白酒板块基金持仓比例回升 大众品略有减配

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食品饮料行业2025年一季度基金持仓分析：白酒板块基金持仓比例回升大众品略有减配