要点主要内容一、整体水平:银行机构持仓上升整体水平:25Q2末银行股公募的持仓水平上升。25Q2末偏股型公募+北上合计持有银行股数较25Q1末提升8.5%,占自由流通股的占比较25Q1末提升0.7pc。其中,主要增持力量来自被动资金,主动型公募+北上的持仓增幅有限,筹码结构仍然健康。25Q2末,主动型公募、指数型公募、北上资金持股数环比+6.3%、+39.0%、+2.3%,占自由流通股比例环比分别...
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