银行2025Q2末银行股机构筹码追踪:主动筹码增幅有限

浙商证券
Jul 21

25Q2 银行股机构持仓水平提升,主要依靠被动拉动,主动公募持仓增幅有限,筹码结构仍然健康。低估值或基本面优异的股份行、城商行受青睐。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...

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