交通运输产业行业研究:Q2交运板块持仓市值及占比提升 快递板块增幅明显

国金证券
Jul 27

板块市场回顾本周(7/19-7/25)交运指数上涨3.2%,沪深300 指数上涨1.7%,跑赢大盘1.5%,排名11/29。交运子板块中机场板块涨幅最大(+5.6%),公路板块跌幅最大(-0.1%)。行业观点交运:2025Q2 板块持仓市值及占比环比提升。基金以灵活配置型、偏股混合型、偏债混合型、平衡混合型、普通股票型为样本,持仓选取重仓股为样本。交运板块基金持仓环比增长。2025Q2 交运基金...

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