7月23日,国联民生证券近日发表研报称,第二季度家电重仓比例环比下行。截至2025年7月21日,公募基金2025年二季报披露几近完成,2025年第二季度家电行业公募基金重仓比例为4.05%,环比-0.84%,处于2010年以来45%左右的分位水平。行业间对比来看,2025年第二季度家电基金配置比例排名中信一级行业第11名,配置比例前5名依次是电子、医药、电力设备及新能源、食品饮料、机械,变化幅度...
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