建筑材料行业深度报告:建筑、建材2025Q3公募基金持仓低位波动,持仓集中度有所提升

东吴证券
Nov 10

(以下内容从东吴证券《建筑材料行业深度报告:建筑、建材2025Q3公募基金持仓低位波动,持仓集中度有所提升》研报附件原文摘录)投资要点我们筛选了146支建筑、建材板块A股(其中建筑行业92支、建材行业54支)作为样本标的,并进一步细分为8个二级行业(基建地产前周期:设计咨询、基建房建、水泥;基建地产后周期:玻璃玻纤、装修、装修建材;其他:其他材料、专业工程),进行2025年三季度公募基金重仓持股...

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