2025年白酒产业布局加速：一季度持仓数据显示消费基金加码高端白酒标的

报告大厅2025-04-22

中国报告大厅发布的《2025-2030年中国白酒行业市场分析及发展前景预测报告》指出，2025年开年以来，国内消费板块呈现显著分化特征。头部公募基金通过调整持仓结构积极应对市场变化，在消费细分领域中聚焦高确定性赛道。数据显示，某知名消费主题股票型基金在一季度末前十大重仓股中大幅增持白酒类资产，并对汽车产业链进行结构性优化。这一配置策略的转变反映出机构投资者对未来内需复苏路径的新判断。一、白酒成为...

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