行业动态行业近况公募基金2025 年二季报基本披露完毕,我们重点分析了主动偏股型基金对房地产板块的重仓持股情况及其变化趋势。评论二季度地产板块整体呈盘整态势,2Q25 末地产重仓仓位延续4Q24 以来的回落趋势。2Q25 内申万房地产指数微跌1.1%,期间跑输沪深300 指数2.4ppt。2Q25 末主动偏股型基金重仓持仓股中地产板块市值占比环比下降18bps至0.91%,延续自4Q24 以来跌势...
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