社保基金2025三季报持仓动向曝光:重仓高端制造与周期龙头,新进基建新能源消费标的

每日经济新闻
Oct 31, 2025

每经记者|王砚丹 每经编辑|叶峰2025 年三季报披露收官,社保基金的持仓动向备受市场关注。作为市场公认的 “聪明资金”,其持仓变化往往被视作行业景气度和企业价值的重要风向标。东方财富Choice金融终端数据显示,截至今年三季度末,有604只个股的前十大流通股股东名单中出现了社保基金,合计持股量达107.75亿股,持股市值达2105.21亿元。重仓标的凸显龙头效应,三一重工、比亚迪稳居前二在...

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