【银河银行张一纬】行业点评丨多维增量资金流入,银行板块重仓比例提升——2025Q2银行板块公募基金重仓数据点评

中国银河证券研究
Jul 29

【报告导读】1.主动型基金对银行重仓比例显著提高。2.估值偏低的股份行和基本面优秀的区域行受主动资金关注度上升。3.被动型基金对银行重仓比例继续提升。4.北上资金净流入银行板块。核心观点事件:公募基金发布2025Q2重仓持股数据。我们选取主动型基金 、被动型基金 持仓数据进行分析;同时,我们统计了北上资金持仓情况。主动型基金对银行重仓比例显著提高:2025Q2主动型基金对银行持仓总市值为635.1...

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