家电行业周报:25Q2家用电器板块公募基金配置比例环比下滑 黑电板块配置比例环比上行

华西证券
27 Jul

周专题:2 5Q2 家用电器板块公募基金配置比例环比下滑,黑电板块配置比例环比上行根据iFinD , 25Q2 , 家用电器板块公募基金持仓市值为995.6 亿元,环比-15.4%,家用电器板块公募基金配置比例为3.85%,环比-0.72 pct。25Q2,在家用电器子板块中,从公募基金持仓市值看,白色家电、小家电、黑色家电、家电零部件、厨卫电器、照明设备板块分别为790.9、77.0、51.4、...

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