1. 社服板块4Q24 基金持仓分析(1)行业:4Q24 基金持仓比例环比略有提升。①持仓比例:社服行业持仓比例为0.42%,环比3Q24 提升0.01pct。②低配比例:4Q24 社服行业相对自由流通市值低配0.2pct。(2)个股:①持仓总市值:中国中免、百胜中国、同程旅行居持仓总市值前列。我们跟踪的重点公司中,中国中免以35.30 亿元居首,百胜中国、同程旅行分别以25.09、21.33 ...
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