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 年四季度公募基金重仓持股分析。我们选取了股票型基金中的普通股票型基金（剔除被动指数型基金和指数增强型基金）、混合型基金中的偏股混合型、平衡混合型和...
Source Link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 年四季度公募基金重仓持股分析。我们选取了股票型基金中的普通股票型基金（剔除被动指数型基金和指数增强型基金）、混合型基金中的偏股混合型、平衡混合型和...
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