行业近况公募基金2Q25 持仓报告基本披露完毕,我们从整体持仓、细分行业、重仓个股角度分析了基础化工和石油化工板块持仓情况及变化趋势。评论油价震荡、化工品价格探底,行业不可抗力频现。2Q25 油价走势先跌后涨,4 月初从70.35 美元/桶快速下跌至60 美元/桶此后低位震荡,6 月后随着中东局势动荡,油价重新站上70 美元/桶以上。化工品方面,经济增长预期偏弱的背景下,生意社化工指数从4 月初...
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