纺织服饰行业:港股纺织服装行业2025年一季度公募基金持仓分析

广发证券股份有...
26 Apr

核心观点:基金对港股纺服行业持仓比例于历史低位,25Q1 环比下降。根据wind,公募基金重仓和QDII 持有的港股纺服行业占比在19Q3 达到峰值后逐渐下降,21Q2 上升5.43pct 至8.92%,自21Q3-24Q3 大体呈现波动下降的趋势,25Q1 环比24Q4 下降0.33pct 至0.41%,低于SW 纺服港股通市值占港股通总市值的比例1.07%。从重仓基金数量看,李宁居首,安踏、...

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