轻工重仓比例0.86%，环比-0.01pct按照中信一级行业分类口径，2025Q2 轻工公募基金重仓比例0.86%，环比-0.01pct，处于2010 年以来51%分位水平。二季度轻工基金配置比例排名第19，加仓幅度排名第17，前3 名依次是通信、银行和国防军工。板块走势上，2025Q2/2025H1 中信轻工制造指数累计变动+7.83%/+6.85%，相对沪深300 指数分别+6.57/+...
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