核心观点：根据Wind 统计，25Q2 末公募基金配置汽车行业比例为6.34%，环比减少1.47pct。汽车行业自由流通市值占比为4.67%，公募基金超配汽车行业1.67pct。汽车行业公募基金配置比例上一高点为14 年3 季度末的6.20%，此后大体上呈现下滑趋势（尤其是整车板块）；15 年3季度末至16 年年底配置比例由3.29%上升至4.59%，主要与购置税优惠刺激政策相关；20 年3 季度...
Source Link核心观点：根据Wind 统计，25Q2 末公募基金配置汽车行业比例为6.34%，环比减少1.47pct。汽车行业自由流通市值占比为4.67%，公募基金超配汽车行业1.67pct。汽车行业公募基金配置比例上一高点为14 年3 季度末的6.20%，此后大体上呈现下滑趋势（尤其是整车板块）；15 年3季度末至16 年年底配置比例由3.29%上升至4.59%，主要与购置税优惠刺激政策相关；20 年3 季度...
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