公募基金規(guī)模再創(chuàng)新高固收類基金再度凈贖回

請(qǐng)仔細(xì)閱讀本報(bào)告末頁(yè)聲明基金研究2024年4季度，公募基金規(guī)模再創(chuàng)歷史新高，規(guī)模突破32萬(wàn)億。公募基金規(guī)模增長(zhǎng)主要受益于被動(dòng)指數(shù)基金和貨幣基金規(guī)模增長(zhǎng)。固收類基金份額連續(xù)兩個(gè)季度凈贖回。主動(dòng)權(quán)益基金凈贖回份額進(jìn)一步增加。主動(dòng)權(quán)益基金規(guī)模再次收縮，平均股票倉(cāng)位小幅調(diào)降。截止2024年4季度末，主動(dòng)權(quán)益基金規(guī)模33987.88億元，環(huán)比減少3443.00億元，環(huán)比下降9.20%，主動(dòng)權(quán)益基金規(guī)模再次收縮。主動(dòng)權(quán)益基金的股票倉(cāng)位普遍有所下調(diào)，平均倉(cāng)位與3季度相比下降0.68pct，為82.86%。其中，普通股票型倉(cāng)位下降0.55pct，為89.39%。偏股混合型倉(cāng)位下降0.50pct，為86.49%，靈活配置型倉(cāng)位下降1.00pct，為72.69%。從全市場(chǎng)基金重倉(cāng)股的行業(yè)持倉(cāng)變化來(lái)看，按照中信一級(jí)分類，與2024年3季度相比倉(cāng)位上升最多的5個(gè)行業(yè)依次是：電子，增加0.96pct；非銀行金融，增加0.39pct；銀行，增加0.19pct；計(jì)算機(jī)，增加0.13pct；商貿(mào)零售，增加0.05pct。減倉(cāng)最多的5個(gè)行業(yè)依次是：有色金屬，減少0.84pct；醫(yī)藥，減少0.55pct；食品飲料，減少0.43pct；汽車，減少0.25pct；通信，減少0.23pct。4季度公募基金重倉(cāng)股大幅加倉(cāng)的邏輯主要有以下2條：1）加持科技賽道，包括電子、計(jì)算機(jī)等與人工智能相關(guān)的科技賽道，獲得公募基金大幅加倉(cāng)。2）非銀、銀行等指數(shù)權(quán)重板塊。機(jī)構(gòu)減持邏輯，幾條主線較為明顯：1）受宏觀經(jīng)濟(jì)拖累的部分順周期板塊，比如有色金屬、汽車、機(jī)械等行業(yè)倉(cāng)位下降較多。2）大消費(fèi)板塊，主要包括醫(yī)藥和食品飲料等公募基金重倉(cāng)板塊。3）房地產(chǎn)，去年政策托舉迎來(lái)一波反彈之后，公募基金再次降低倉(cāng)位。4）新能源龍頭，經(jīng)過(guò)2年產(chǎn)能出清，重回景氣區(qū)間后獲得一波反彈，獲得溢價(jià)后大幅減持。風(fēng)險(xiǎn)提示：股票型基金和混合型基金不能規(guī)避股票市場(chǎng)的系統(tǒng)性風(fēng)險(xiǎn)。權(quán)益類基金持有的股票資產(chǎn)，不能規(guī)避股票市場(chǎng)的系統(tǒng)性風(fēng)險(xiǎn)?；鹦袠I(yè)配置數(shù)據(jù)公布晚于季度結(jié)束時(shí)間15個(gè)交易日，不代表基金當(dāng)前持倉(cāng)情況?；鹬貍}(cāng)股數(shù)據(jù)公布晚于季度結(jié)束時(shí)間15個(gè)交易日，不代表基金當(dāng)前持倉(cāng)情況。作者分析師金鈴相關(guān)研究基金研究*專題報(bào)告P.2請(qǐng)仔細(xì)閱讀本報(bào)告末頁(yè)聲明 3 3 3 4 5 6 7 7 8 9 93.2全市場(chǎng)基金、主動(dòng)權(quán)益基金和頂流權(quán)益基金 4.1兩個(gè)季度共同持有、增持倉(cāng) 4.2兩個(gè)季度共同持有、減持倉(cāng) 3 4 4 5 5 6 7 7 8圖表10：A股重倉(cāng)股持股市值及占比 9 9圖表12：全市場(chǎng)基金（A股）重倉(cāng)股行業(yè)配置 10 11 13 13 15 15 17 18 19 20基金研究*專題報(bào)告P.3請(qǐng)仔細(xì)閱讀本報(bào)告末頁(yè)聲明要受益于被動(dòng)指數(shù)基金和貨幣基金規(guī)模增長(zhǎng)。固收類基金份額連續(xù)兩個(gè)季1.1基金市場(chǎng)整體規(guī)模變化1.57%。基金總份額達(dá)到301301.83億份，比3季度增加8604.40億份，環(huán)比增長(zhǎng)圖表1：基金規(guī)模近十年變化（億元,只）40000全部基金總數(shù)(右)全部基金截止日資產(chǎn)凈值(億元)從新發(fā)基金份額來(lái)看，2024年4季度新發(fā)基金總份額達(dá)到3302.60億份，環(huán)比增長(zhǎng)P.4請(qǐng)仔細(xì)閱讀本報(bào)告末頁(yè)聲明圖表2：新發(fā)基金份額與凈申購(gòu)贖回份額8000.006000.004000.002000.00發(fā)行份額(億份)凈申購(gòu)份額(右,億份)1.3不同類型基金規(guī)模占比從開(kāi)放式基金中不同基金類型基金規(guī)模占比來(lái)看，2024年4季度股票型基金占比為圖表3：各類型基金凈值占比（%）貨幣型42.17%其他其他2.80%12.43%混合型9.87%債券型32.73%P.5請(qǐng)仔細(xì)閱讀本報(bào)告末頁(yè)聲明圖表4：近十年各類型基金凈資產(chǎn)占比變化（%）80.0070.0060.0050.0040.0030.0020.0010.000.00股票型混合型債券型貨幣型從主動(dòng)權(quán)益基金份額和規(guī)模來(lái)看，我們以普通股票型、偏股混合型和靈活配置型作為主圖表5：主動(dòng)權(quán)益基金份額和規(guī)模變化P.6請(qǐng)仔細(xì)閱讀本報(bào)告末頁(yè)聲明400000基金規(guī)模(右,億元)發(fā)行份額(億份)凈申購(gòu)份額(億份)圖表6：被動(dòng)指數(shù)基金份額和規(guī)模變化00基金規(guī)模(右,億元)發(fā)行份額(億份)凈申購(gòu)份額(億份)P.7請(qǐng)仔細(xì)閱讀本報(bào)告末頁(yè)聲明1.6固收類基金的份額和規(guī)模變化從固收類基金份額和規(guī)模來(lái)看，我們以偏債混合型、中長(zhǎng)期純債型基金、短期純圖表7：固收類基金份額和規(guī)模變化400000基金規(guī)模(右,億元)發(fā)行份額(億份)凈申購(gòu)份額(億份)1.7貨幣基金的份額和規(guī)模變化圖表8：貨幣基金份額和規(guī)模變化P.8請(qǐng)仔細(xì)閱讀本報(bào)告末頁(yè)聲明0基金規(guī)模(右,億元)規(guī)模變化(億元)圖表9：主動(dòng)權(quán)益類基金倉(cāng)位近十年變化P.9請(qǐng)仔細(xì)閱讀本報(bào)告末頁(yè)聲明95.0090.0085.0080.0075.0070.0065.0060.0055.0050.0045.002011-12-0120122011-12-012012-05-012012-10-012013-03-012013-08-012014-01-012014-06-012014-11-012015-04-012015-09-012016-02-012016-07-012016-12-012017-05-012017-10-012018-03-012018-08-012019-01-012019-06-012019-11-012020-04-012020-09-012021-02-012021-07-012021-12-012022-05-012022-10-012023-03-012023-08-012024-01-012024-06-012024-11-01股票型倉(cāng)位(%)偏股混倉(cāng)位(%)靈活配倉(cāng)位(%)圖表10：A股重倉(cāng)股持股市值及占比圖表11：港股重倉(cāng)股持倉(cāng)市值及占比04000076543210A股重倉(cāng)股(億元)A股重倉(cāng)股持倉(cāng)占比(%)(右)港股重倉(cāng)股(億元)港股重倉(cāng)股持倉(cāng)占比(右,%)P.10請(qǐng)仔細(xì)閱讀本報(bào)告末頁(yè)聲明從全市場(chǎng)基金重倉(cāng)股的行業(yè)持倉(cāng)變化來(lái)看，按照中信一級(jí)分類，持倉(cāng)占比上升基金重倉(cāng)股減倉(cāng)的行業(yè)中，持倉(cāng)占比下降最多的5個(gè)行業(yè)依次是：有色金屬，減少圖表12：全市場(chǎng)基金（A股）重倉(cāng)股行業(yè)配置中信一級(jí)所屬產(chǎn)業(yè)鏈2024Q3倉(cāng)位2024Q4倉(cāng)位倉(cāng)位變化(%)2015年以來(lái)倉(cāng)位變化2015年以來(lái)行業(yè)/全A價(jià)格比科技5.726.680.96非銀行金融金融地產(chǎn)2.552.940.39銀行金融地產(chǎn)2.122.310.19計(jì)算機(jī)科技0.910.13商貿(mào)零售下游消費(fèi)0.040.090.05建筑基礎(chǔ)設(shè)施與運(yùn)營(yíng)0.210.220.02紡織服裝下游消費(fèi)0.140.160.02鋼鐵中游制造0.130.160.02輕工制造中游制造0.210.220.01綜合綜合00l0綜合金融金融地產(chǎn)00l0國(guó)防軍工中游制造0.910.9-0.01建材中游制造0.120.12-0.01消費(fèi)者服務(wù)下游消費(fèi)0.150.13-0.02石油石化上游資源0.310.29-0.02交通運(yùn)輸基礎(chǔ)設(shè)施與運(yùn)營(yíng)0.690.64-0.05傳媒科技0.370.32-0.05煤炭上游資源0.450.38-0.07電力及公用事業(yè)基礎(chǔ)設(shè)施與運(yùn)營(yíng)0.99-0.08農(nóng)林牧漁下游消費(fèi)0.550.46-0.09家電下游消費(fèi)-0.12基礎(chǔ)化工中游制造-0.15電力設(shè)備及新能源中游制造4.734.55-0.18房地產(chǎn)金融地產(chǎn)0.470.28-0.19機(jī)械中游制造-0.2通信科技-0.23汽車下游消費(fèi)-0.25食品飲料下游消費(fèi)4.984.55-0.43醫(yī)藥下游消費(fèi)4.05-0.55有色金屬上游資源-0.84P.11請(qǐng)仔細(xì)閱讀本報(bào)告末頁(yè)聲明1）加持科技賽道，包括電子、計(jì)算機(jī)等與人工智能相關(guān)的科技賽道，獲得公募基金大1）受宏觀經(jīng)濟(jì)拖累的部分順周期板塊，比如有色金為了更好地找到公募基金市場(chǎng)的共識(shí)和分歧點(diǎn)，更好地把握下一個(gè)階段市場(chǎng)的主要導(dǎo)向時(shí)，把百億級(jí)基金和權(quán)益基金領(lǐng)域明星基金所管理的基金合成基金池作為第三個(gè)基金樣本庫(kù)，對(duì)全市場(chǎng)基金、主動(dòng)權(quán)益基金、頂流基金的重倉(cāng)我們認(rèn)為全市場(chǎng)基金、主動(dòng)權(quán)益基金和頂流權(quán)益基金一定程度上代能力，我們通過(guò)比較三個(gè)樣本庫(kù)之間的共同點(diǎn)和不同點(diǎn)，可以找到市場(chǎng)所存在的一致預(yù)圖表13：不同主動(dòng)管理能力基金的重倉(cāng)股行業(yè)配置倉(cāng)位變化基金研究*專題報(bào)告P.12請(qǐng)仔細(xì)閱讀本報(bào)告末頁(yè)聲明全市場(chǎng)基金主動(dòng)權(quán)益基金頂流基金中信一級(jí)2024Q3持倉(cāng)占比(%)2024Q4持倉(cāng)占比(%)持倉(cāng)占比變化(%)中信一級(jí)2024Q3持倉(cāng)占比(%)2024Q4持倉(cāng)占比(%)持倉(cāng)占比變化(%)中信一級(jí)2024Q3持倉(cāng)占比(%)2024Q4持倉(cāng)占比(%)持倉(cāng)占比變化(%)銀行非銀行金融銀行汽車銀行汽車建筑計(jì)算機(jī)商貿(mào)零售商貿(mào)零售商貿(mào)零售計(jì)算機(jī)計(jì)算機(jī)鋼鐵輕工制造建材建筑建筑紡織服裝紡織服裝國(guó)防軍工消費(fèi)者服務(wù)輕工制造鋼鐵輕工制造綜合金融紡織服裝鋼鐵綜合建材石油石化建材傳媒傳媒國(guó)防軍工綜合房地產(chǎn)消費(fèi)者服務(wù)綜合金融農(nóng)林牧漁石油石化消費(fèi)者服務(wù)煤炭傳媒石油石化交通運(yùn)輸電力設(shè)備及新能源國(guó)防軍工煤炭農(nóng)林牧漁交通運(yùn)輸電力及公用事業(yè)交通運(yùn)輸食品飲料農(nóng)林牧漁機(jī)械電力及公用事業(yè)家電基礎(chǔ)化工非銀行金融基礎(chǔ)化工家電機(jī)械電力設(shè)備及新能源煤炭家電房地產(chǎn) 電力及公用事業(yè) 基礎(chǔ)化工 機(jī)械房地產(chǎn)通信 通信 0非銀行金融有色金屬汽車0通信電力設(shè)備及新能源食品飲料食品飲料綜合有色金屬有色金屬綜合金融在共同加倉(cāng)的行業(yè)中，全市場(chǎng)基金和主動(dòng)權(quán)益基金對(duì)電子、計(jì)算機(jī)加倉(cāng)幅度較大且前期倉(cāng)位相對(duì)較高，表明主動(dòng)權(quán)益基金和頂流基金在未來(lái)一段時(shí)間對(duì)于電子、計(jì)算機(jī)等與人在共同減倉(cāng)的行業(yè)中，醫(yī)藥、食品飲料、有色金屬都遭到大幅減倉(cāng)，一定程度全市場(chǎng)基金、主動(dòng)權(quán)益基金和頂流基金對(duì)大消費(fèi)以及部分順周期行業(yè)都較為謹(jǐn)慎，且預(yù)非銀金融在全市場(chǎng)基金中大幅加倉(cāng)，但在主動(dòng)權(quán)益基金和頂流基金中在全市場(chǎng)基金中大幅減倉(cāng)，但在主動(dòng)權(quán)益基金和頂流基金中大幅加倉(cāng)。由于目前全市場(chǎng)基金中被動(dòng)指數(shù)基金的規(guī)模已經(jīng)占據(jù)半壁江山，以及被動(dòng)指數(shù)基金規(guī)模增減相對(duì)順市場(chǎng)基金研究*專題報(bào)告P.13請(qǐng)仔細(xì)閱讀本報(bào)告末頁(yè)聲明通過(guò)橫向比較，發(fā)現(xiàn)全市場(chǎng)基金、主動(dòng)權(quán)益基金和頂流基金在不同行業(yè)加減倉(cāng)的共同點(diǎn)和不同點(diǎn)。為了更好地分析這些有預(yù)期差異的行業(yè)，我們通過(guò)對(duì)目前市場(chǎng)關(guān)注度較高的新能源產(chǎn)業(yè)鏈、大消費(fèi)產(chǎn)業(yè)鏈、順周期板塊和數(shù)字經(jīng)濟(jì)、信創(chuàng)產(chǎn)業(yè)鏈的三級(jí)子行業(yè)進(jìn)行圖表14：不同基金樣本庫(kù)在新能源產(chǎn)業(yè)鏈主要板塊的倉(cāng)位變化全市場(chǎng)基金主動(dòng)權(quán)益基金頂流基金中信三級(jí)2024Q3持倉(cāng)占比(%)2024Q4持倉(cāng)占比(%)持倉(cāng)變化2024Q3持倉(cāng)占比(%)2024Q4持倉(cāng)占比(%)持倉(cāng)變化2024Q3持倉(cāng)占比(%)2024Q4持倉(cāng)占比(%)持倉(cāng)變化鎳鈷錫銻0.060.05-0.010.060.04-0.020.010.030.020.110.1-0.010.130.1300.140.07-0.07輸變電設(shè)備0.40.25-0.150.730.49-0.240.770.41-0.36配電設(shè)備0.090.10.010.180.20.020.200.12-0.08電力電子及自動(dòng)化0.360.380.020.320.360.040.360.31-0.050.040.040.010.080.10.020.050.050.00風(fēng)電0.060.070.010.120.160.040.020.120.10太陽(yáng)能0.85-0.27-0.232.21-0.86儲(chǔ)能0.010.0100.020.02-0.010.010.030.02綜合能源設(shè)備0.060.0600.110.1200.140.150.01鋰電池2.552.750.22.542.770.233.483.31-0.18燃料電池00.010.0100.020.020.02車用電機(jī)電控00.010.0100.010.01電池綜合服務(wù)0.040.02-0.020.010-0.010.01乘用車Ⅲ0.820.57-0.250.920.88-0.050.96-0.08汽車零部件Ⅲ0.610.61-0.010.10.29圖表15：不同基金樣本庫(kù)在大消費(fèi)主要板塊的倉(cāng)位變化P.14請(qǐng)仔細(xì)閱讀本報(bào)告末頁(yè)聲明全市場(chǎng)基金主動(dòng)權(quán)益基金頂流基金中信三級(jí)2024Q3持倉(cāng)占比(%)2024Q4持倉(cāng)占比(%)持倉(cāng)變化2024Q3持倉(cāng)占比(%)2024Q4持倉(cāng)占比(%)持倉(cāng)變化2024Q3持倉(cāng)占比(%)2024Q4持倉(cāng)占比(%)持倉(cāng)變化4.60-0.654.04-0.776.09-0.550.060.100.040.100.180.080.100.200.10其他酒0.020.030.010.040.070.020.000.030.02非乳飲料0.040.080.040.070.130.060.070.200.13乳制品0.100.210.110.070.140.080.080.170.09肉制品0.010.020.010.000.020.010.01調(diào)味品0.040.040.000.040.030.000.020.010.00其他食品0.020.030.010.030.040.010.050.03-0.01休閑食品0.040.060.020.070.130.060.040.050.01速凍食品0.040.03-0.010.090.06-0.030.070.05-0.03化學(xué)原料藥0.130.130.000.250.260.010.270.25-0.02化學(xué)制劑0.980.85-0.12-0.172.24-0.79中藥飲片中成藥0.360.32-0.040.600.56-0.04-0.43生物醫(yī)藥Ⅲ0.480.35-0.130.660.48-0.180.610.39-0.22醫(yī)藥流通0.080.07-0.010.150.13-0.020.250.14-0.11醫(yī)療器械-0.14-0.252.37-0.84醫(yī)療服務(wù)0.790.68-0.110.930.79-0.14-0.36白色家電Ⅲ-0.082.192.16-0.032.83-0.33黑色家電Ⅲ0.070.05-0.010.130.09-0.040.150.05-0.10小家電Ⅲ0.020.020.000.040.030.000.040.040.00照明電工0.040.01-0.020.080.03-0.040.130.02-0.11其他家電0.120.11-0.010.170.180.010.260.25-0.01廚房電器Ⅲ0.010.010.000.010.010.000.000.020.02其他紡織0.050.050.000.100.110.010.070.110.04中高端成人品牌服飾0.000.000.000.010.010.00大眾成人品牌服飾0.040.060.020.030.040.010.010.010.00體育及戶外品牌0.020.01-0.010.030.02-0.020.040.02-0.03家紡0.000.010.000.010.010.010.00百貨0.000.000.000.010.00-0.01綜合業(yè)態(tài)0.000.010.010.000.010.010.01珠寶首飾及鐘表0.010.010.000.010.020.010.000.010.01專業(yè)市場(chǎng)經(jīng)營(yíng)Ⅲ0.020.040.030.040.100.060.040.100.06景區(qū)0.020.030.010.030.050.010.020.040.03旅游服務(wù)0.000.000.000.00旅游零售0.060.05-0.010.110.09-0.020.170.15-0.01酒店0.030.030.000.040.060.020.010.010.00餐飲0.000.000.000.010.000.000.00高等及職業(yè)教育0.000.000.000.000.000.00教育信息化及在線教育0.010.010.000.010.010.000.01人力資源服務(wù)0.020.010.000.030.030.000.010.010.01服務(wù)綜合0.000.000.000.000.000.00種業(yè)0.020.020.000.040.050.010.000.010.01種植0.020.040.010.050.090.040.090.110.02飼料加工0.120.140.010.210.260.050.300.380.09動(dòng)物疫苗及獸藥0.000.010.000.000.010.01畜牧養(yǎng)殖0.370.23-0.140.480.24-0.240.470.20-0.27P.15請(qǐng)仔細(xì)閱讀本報(bào)告末頁(yè)聲明圖表16：不同基金樣本庫(kù)在數(shù)字經(jīng)濟(jì)、信創(chuàng)產(chǎn)業(yè)鏈主要板塊的倉(cāng)位變化全市場(chǎng)基金主動(dòng)權(quán)益基金頂流基金中信三級(jí)2024Q3持倉(cāng)占比(%)2024Q4持倉(cāng)占比(%)持倉(cāng)變化2024Q3持倉(cāng)占比(%)2024Q4持倉(cāng)占比(%)持倉(cāng)變化2024Q3持倉(cāng)占比(%)2024Q4持倉(cāng)占比(%)持倉(cāng)變化集成電路2.53.370.872.423.20.783.343.30-0.04分立器件0.020.01-0.010.030.02-0.010.010.010.00半導(dǎo)體材料0.060.090.020.10.07-0.030.130.11-0.03半導(dǎo)體設(shè)備10.010.020.07PCB0.420.41-0.010.860.880.020.740.52-0.22被動(dòng)元件0.120.150.020.220.310.090.490.500.00安防0.130.1300.140.160.030.080.06-0.02LED0.040.02-0.020.020.040.020.000.030.03面板0.150.1400.160.15-0.010.100.09-0.01顯示零組00.020.010.010.040.030.000.010.01消費(fèi)電子組件0.022.042.170.132.162.180.01消費(fèi)電子設(shè)備0.220.2-0.020.240.250.010.230.250.01其他電子零組件Ⅲ0.020.070.040.040.130.080.040.050.01電信運(yùn)營(yíng)Ⅲ0.170.20.020.320.370.050.330.400.07其他通信設(shè)備0.020.0100.040.03-0.010.030.02-0.01通信終端及配件0.060.0600.10.1-0.010.110.07-0.04網(wǎng)絡(luò)接配及塔設(shè)0.79-0.34-0.560.68-0.76系統(tǒng)設(shè)備0.070.190.120.10.360.260.210.340.13線纜0.130.09-0.040.270.18-0.090.230.15-0.08增值服務(wù)Ⅲ00.010.02通用計(jì)算機(jī)設(shè)備0.20.16-0.040.270.16-0.110.190.07-0.12專用計(jì)算機(jī)設(shè)備0.060.080.020.10.120.020.070.04-0.03基礎(chǔ)軟件及管理辦公軟件0.020.0200.030.050.010.020.030.01行業(yè)應(yīng)用軟件0.190.260.080.310.360.050.310.350.04新興計(jì)算機(jī)軟件0.070.10.040.050.140.090.060.160.11云基礎(chǔ)設(shè)施服務(wù)0.070.06-0.010.130.1200.140.150.01云平臺(tái)服務(wù)0.010.0100.020.010云軟件服務(wù)0.230.250.010.150.220.070.120.160.04咨詢實(shí)施及其他服務(wù)0.010.030.020.020.030.020.010.010.00產(chǎn)業(yè)互聯(lián)網(wǎng)信息服務(wù)0.030.040.010.050.03-0.020.030.030.00產(chǎn)業(yè)互聯(lián)網(wǎng)平臺(tái)服務(wù)0.020.0100.01000.000.000.000.030.0300.050.070.010.060.04-0.02互聯(lián)網(wǎng)廣告營(yíng)銷00.01000.0100.00其他廣告營(yíng)銷0.090.08-0.020.170.14-0.030.350.26-0.10影視0.030.0300.040.040.010.070.06-0.01動(dòng)漫000000游戲0.170.12-0.050.140.1300.140.170.03其他文化娛樂(lè)0000信息搜索與聚合000000社交與互動(dòng)媒體0.030.0200.010.020.010.00圖表17：不同基金樣本庫(kù)在順周期主要板塊的倉(cāng)位變化P.16請(qǐng)仔細(xì)閱讀本報(bào)告末頁(yè)聲明全市場(chǎng)基金主動(dòng)權(quán)益基金頂流基金中信三級(jí)2024Q3持倉(cāng)占比(%)2024Q4持倉(cāng)占比(%)持倉(cāng)變化2024Q3持倉(cāng)占比(%)2024Q4持倉(cāng)占比(%)持倉(cāng)變化2024Q3持倉(cāng)占比(%)2024Q4持倉(cāng)占比(%)持倉(cāng)變化石油開(kāi)采Ⅲ0.200.20-0.010.320.29-0.030.390.36-0.03煉油0.030.030.000.020.020.000.030.030.00油品銷售及倉(cāng)儲(chǔ)0.000.000.000.000.000.00其他石化0.020.020.000.030.040.010.000.030.02油田服務(wù)0.010.010.000.010.010.00工程服務(wù)0.040.03-0.010.090.06-0.030.100.05-0.04動(dòng)力煤0.340.27-0.070.460.32-0.140.190.11-0.08無(wú)煙煤0.020.01-0.010.020.01-0.01煉焦煤0.090.100.010.120.07-0.050.100.05-0.05焦炭0.000.000.000.00其他煤化工0.00黃金0.320.16-0.160.540.24-0.290.320.06-0.26銅1.050.52-0.531.210.69-0.521.180.61-0.58鉛鋅0.030.02-0.020.070.04-0.030.020.01-0.01鋁0.320.20-0.120.630.38-0.240.470.37-0.10稀土及磁性材料0.040.050.010.050.060.010.080.100.02鎳鈷錫銻0.060.05-0.010.060.04-0.020.010.030.02鎢0.010.00-0.010.010.00-0.01鋰0.110.10-0.010.130.130.000.140.07-0.07其他稀有金屬0.020.030.010.040.070.030.030.060.03長(zhǎng)材0.010.000.000.010.010.000.010.010.00板材0.060.090.030.080.120.040.140.160.02鐵礦石0.000.000.000.000.000.000.000.000.00貿(mào)易流通0.000.000.000.000.000.00鋼鐵耗材0.000.000.000.00特鋼0.060.060.000.130.130.000.100.05-0.05氮肥0.110.07-0.030.200.15-0.060.230.19-0.05鉀肥0.030.030.000.040.050.000.010.01-0.01復(fù)合肥0.010.010.000.020.020.00農(nóng)藥0.070.070.010.100.120.020.140.180.04磷肥及磷化工0.010.020.010.020.030.010.020.020.01滌綸0.000.000.000.000.000.00氨綸0.000.010.000.000.010.010.000.000.00粘膠0.000.00綿綸0.000.000.000.010.010.000.010.010.00碳纖維0.000.000.000.000.000.00純堿0.020.00-0.020.040.00-0.040.05氯堿0.000.010.010.000.000.00無(wú)機(jī)鹽0.000.000.000.010.010.00其他化學(xué)原料0.040.040.000.070.080.020.040.080.05鈦白粉0.010.000.000.010.00-0.010.01日用化學(xué)品0.030.02-0.020.070.04-0.030.080.04-0.03民爆用品0.000.010.010.000.030.030.000.000.00涂料油墨顏料0.020.030.000.050.060.010.010.030.02印染化學(xué)品0.000.010.000.000.010.010.00其他化學(xué)制品Ⅲ0.050.060.010.110.140.030.130.160.02食品及飼料添加劑0.050.04-0.010.070.05-0.020.130.11-0.02電子化學(xué)品0.100.09-0.010.180.200.010.210.20-0.01鋰電化學(xué)品0.140.170.030.290.370.080.310.390.08氟化工0.050.070.020.100.150.040.130.160.04有機(jī)硅0.000.000.000.000.000.00聚氨酯0.220.15-0.070.410.30-0.120.730.39-0.35橡膠助劑0.000.010.000.010.020.010.010.020.00改性塑料0.000.000.000.010.010.000.00合成樹(shù)脂0.090.07-0.030.190.13-0.060.270.13-0.13膜材料0.000.000.000.010.010.000.010.010.00其他塑料制品0.010.010.000.020.020.000.020.020.00輪胎0.160.11-0.050.260.20-0.060.360.26-0.10橡膠制品0.030.02-0.010.060.04-0.010.170.08-0.09P.17請(qǐng)仔細(xì)閱讀本報(bào)告末頁(yè)聲明我們認(rèn)為符合以下情形的基金重倉(cāng)股值得關(guān)注，一定程度上代表了基金對(duì)該重倉(cāng)圖表18：兩個(gè)季度共同持有的重倉(cāng)股倉(cāng)位增持變化中信一級(jí)股票代碼股票簡(jiǎn)稱增加倉(cāng)位中信一級(jí)股票代碼股票簡(jiǎn)稱增加倉(cāng)位中信一級(jí)股票代碼股票簡(jiǎn)稱增加倉(cāng)位交通運(yùn)輸601919.SH中遠(yuǎn)海控0.0284房地產(chǎn)600208.SH衢州發(fā)展0.0026紡織服裝600177.SH雅戈?duì)?.0106002352.SZ順豐控股0.0260000069.SZ華僑城A0.0006300888.SZ穩(wěn)健醫(yī)療0.0083600153.SH建發(fā)股份0.0104600007.SH中國(guó)國(guó)貿(mào)0.0005002563.SZ森馬服飾0.0041002928.SZ華夏航空0.0093000402.SZ金融街0.0004300979.SZ華利集團(tuán)0.0040000429.SZ粵高速A0.0060002305.SZ南國(guó)置業(yè)0.0001600398.SH海瀾之家0.0036傳媒300413.SZ芒果超媒0.0097有色金屬002149.SZ西部材料0.0189計(jì)算機(jī)002230.SZ科大訊飛0.0341002517.SZ愷英網(wǎng)絡(luò)0.0072002171.SZ楚江新材0.0085688777.SH中控技術(shù)0.0268601098.SH中南傳媒0.0044002497.SZ雅化集團(tuán)0.0082301269.SZ華大九天0.0247002174.SZ游族網(wǎng)絡(luò)0.0034002540.SZ亞太科技0.0067688111.SH金山辦公0.0237601900.SH南方傳媒0.0021300811.SZ鉑科新材0.0030688018.SH樂(lè)鑫科技0.0171農(nóng)林牧漁002311.SZ海大集團(tuán)0.0157機(jī)械300757.SZ羅博特科0.0266輕工制造603833.SH歐派家居0.0057300972.SZ萬(wàn)辰集團(tuán)0.0147000425.SZ徐工機(jī)械0.0224301188.SZ力諾特玻0.0043301498.SZ乖寶寵物0.0115002353.SZ杰瑞股份0.0214301061.SZ匠心家居0.0033300087.SZ荃銀高科0.0041689009.SH九號(hào)公司-WD0.0211001323.SZ慕思股份0.0019300119.SZ瑞普生物0.0029002837.SZ英維克0.0173002078.SZ太陽(yáng)紙業(yè)0.0019醫(yī)藥603259.SH藥明康德0.0418汽車601127.SH賽力斯0.0398通信000063.SZ中興通訊0.0946600079.SH人福醫(yī)藥0.0332600104.SH上汽集團(tuán)0.0396600941.SH中國(guó)移動(dòng)0.0296688271.SH聯(lián)影醫(yī)療0.0154600660.SH福耀玻璃0.0283688205.SH德科立0.0253300558.SZ貝達(dá)藥業(yè)0.0122601689.SH拓普集團(tuán)0.0127300570.SZ太辰光0.0183600422.SH昆藥集團(tuán)0.0095002865.SZ鈞達(dá)股份0.0106688027.SH國(guó)盾量子0.0152商貿(mào)零售600415.SH小商品城0.0256消費(fèi)者服務(wù)300144.SZ宋城演藝0.0049鋼鐵600282.SH南鋼股份0.0208601933.S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0059600938.SH中國(guó)海油-0.0107601390.SH中國(guó)中鐵-0.0029600256.SH廣匯能源-0.0070002949.SZ華陽(yáng)國(guó)際-0.0024603225.SH新鳳鳴-0.0028603018.SH華設(shè)集團(tuán)-0.0012600378.SH昊華科技-0.0015P.19請(qǐng)仔細(xì)閱讀本報(bào)告末頁(yè)聲明4.3季度新增倉(cāng)位最大的重倉(cāng)股圖表20：新增重倉(cāng)股的倉(cāng)位變化中信一級(jí)股票代碼股票簡(jiǎn)稱新增倉(cāng)位中信一級(jí)股票代碼股票簡(jiǎn)稱新增倉(cāng)位中信一級(jí)股票代碼股票簡(jiǎn)稱新增倉(cāng)位交通運(yùn)輸001205.SZ盛航股份0.0031房地產(chǎn)600603.SHST廣物0.0004綜合000803.SZ山高環(huán)能0.0002603167.SH渤海輪渡0.0004000062.SZ深圳華強(qiáng)0.0002600128.SH蘇豪弘業(yè)0.0000600368.SH五洲交通0.0001002968.SZ新大正0.0001002057.SZ中鋼天源0.0000603162.SH海通發(fā)展0.0001600708.SH光明地產(chǎn)0.0000300635.SZ中達(dá)安0.0000600717.SH天津港0.0001600639.SH浦東金橋0.0000傳媒300533.SZ冰川網(wǎng)絡(luò)0.0021有色金屬003038.SZ鑫鉑股份0.0045綜合金融600830.SH香溢融通0.0000002131.SZ利歐股份0.0020002578.SZ閩發(fā)鋁業(yè)0.0002002919.SZ名臣健康0.0007000737.SZ北方銅業(yè)0.0000002995.SZ天地在線0.0003002379.SZ宏創(chuàng)控股0.0000002354.SZ天娛數(shù)科0.0001603132.SH金徽股份0.0000農(nóng)林牧漁000713.SZ豐樂(lè)種業(yè)0.0020機(jī)械832522.BJ納科諾爾0.0059計(jì)算機(jī)002195.SZ巖山科技0.0021837403.BJ康農(nóng)種業(yè)0.0005002046.SZ國(guó)機(jī)精工0.0048603039.SH泛微網(wǎng)絡(luò)0.0018002772.SZ眾興菌業(yè)0.0004301018.SZ申菱環(huán)境0.0032002153.SZ石基信息0.0012002234.SZ民和股份0.0002600481.SH雙良節(jié)能0.0009002970.SZ銳明技術(shù)0.0011600251.SH冠農(nóng)股份0.0000605060.SH聯(lián)德股份0.0007301592.SZ六九一二0.0006醫(yī)藥688068.SH熱景生物0.0061汽車603119.SH浙江榮泰0.0015輕工制造301356.SZ天振股份0.0008300436.SZ廣生堂0.0017301600.SZ慧翰股份0.0007002862.SZ實(shí)豐文化0.0003300622.SZ博士眼鏡0.0014603166.SH福達(dá)股份0.0007603165.SH榮晟環(huán)保0.0002688656.SH浩歐博0.0007600686.SH金龍汽車0.0007002969.SZ嘉美包裝0.0001300497.SZ富祥藥業(yè)0.0005603950.SH長(zhǎng)源東谷0.0005002067.SZ景興紙業(yè)0.0001商貿(mào)零售003010.SZ若羽臣0.0036煤炭603113.SH金能科技0.0000通信300353.SZ東土科技0.0004002127.SZ南極電商0.0027603042.SH華脈科技0.0002603214.SH愛(ài)嬰室0.0009603118.SH共進(jìn)股份0.0001603101.SH匯嘉時(shí)代0.0008603083.SH劍橋科技0.0001000785.SZ居然智家0.0003300620.SZ光庫(kù)科技0.0001國(guó)防軍工688636.SH智明達(dá)0.0003電力及公用事業(yè)600292.SH遠(yuǎn)達(dá)環(huán)保0.0006鋼鐵688186.SH廣大特材0.0002688586.SH江航裝備0.0001600995.SH南網(wǎng)儲(chǔ)能0.0004300881.SZ盛德鑫泰0.0001688523.SH航天環(huán)宇0.0001002210.SZ飛馬國(guó)際0.0002600058.SH五礦發(fā)展0.0001300123.SZ亞光科技0.0001301175.SZ中科環(huán)保0.0002600022.SH山東鋼鐵0.0001600501.SH航天晨光0.0001601016.SH節(jié)能風(fēng)電0.0002601121.SH寶地礦業(yè)0.0000基礎(chǔ)化工601568.SH北元集團(tuán)0.0040電力設(shè)備及新能源300681.SZ英搏爾0.0055銀行601187.SH廈門銀行0.0000600331.SH宏達(dá)股份0.0040002801.SZ微光股份0.0033001227.SZ蘭州銀行0.0000301071.SZ力量鉆石0.0029600212.SH綠能慧充0.0023002958.SZ青農(nóng)商行0.0000688456.SH有研粉材0.0010600869.SH遠(yuǎn)東股份0.0022600731.SH湖南海利0.0009300904.SZ威力傳動(dòng)0.0006家電000541.SZ佛山照明0.0004電子600363.SH聯(lián)創(chuàng)光電0.0084非銀行金600621.SH華鑫股份0.0010002860.SZ星帥爾0.0001002045.SZ國(guó)光電器0.0066601696.SH中銀證券0.0007603355.SH萊克電氣0.0001430139.BJ華嶺股份0.0038600918.SH中泰證券0.0001301332.SZ德?tīng)柆?.0000688010.SH福光股份0.0033002961.SZ瑞達(dá)期貨0.0000688793.SH倍輕松0.0000688368.SH晶豐明源0.0028建材603268.SH松發(fā)股份0.0017石油石化000059.SZ華錦股份0.0004食品飲料002956.SZ西麥?zhǔn)称?.0010002613.SZ北玻股份0.0007000968.SZ藍(lán)焰控股0.0000603170.SH寶立食品0.0007300179.SZ四方達(dá)0.0002001331.SZ勝通能源0.0000603697.SH有友食品0.0003002247.SZ聚力文化0.0001300839.SZ博匯股份0.0000603755.SH日辰股份0.0002000789.SZ萬(wàn)年青0.0001002626.SZ金達(dá)威0.0002建筑300492.SZ華圖山鼎0.0028紡織服裝838262.BJ太湖雪0.0001600491.SH龍?jiān)ㄔO(shè)0.0014601718.SH際華集團(tuán)0.0000836208.BJ青矩技術(shù)0.0007603587.SH地素時(shí)尚0.0000002051.SZ中工國(guó)際0.0006603908.SH牧高笛0.0000002140.SZ東華科技0.0006603839.SH安正時(shí)尚0.0000P.20請(qǐng)仔細(xì)閱讀本報(bào)告末頁(yè)聲明4.4季度剔除倉(cāng)位最大的重倉(cāng)股圖表21：剔除重倉(cāng)股的倉(cāng)位變化中信一級(jí)股票代碼股票簡(jiǎn)稱剔除倉(cāng)位中信一級(jí)股票代碼股票簡(jiǎn)稱剔除倉(cāng)位中信一級(jí)股票代碼股票簡(jiǎn)稱剔除倉(cāng)位交通運(yùn)輸603713.SH密爾克衛(wèi)0.0080房地產(chǎn)300947.SZ德必集團(tuán)0.0006紡織服裝600439.SH瑞貝卡0.0003600125.SH鐵龍物流0.0004600376.SH首開(kāi)股份0.0005601339.SH百隆東方0.0001000088.SZ鹽田港0.0004600223.SH福瑞達(dá)0.0003600527.SH江南高纖0.0000600611.SH大眾交通0.0002600094.SH大名城0.0001605003.SH眾望布藝0.0000002889.SZ東方嘉盛0.0001600692.SH亞通股份0.0001601599.SH浙文影業(yè)0.0000傳媒605168.SH三人行0.0003有色金屬301219.SZ騰遠(yuǎn)鈷業(yè)0.0009綜合000009.SZ0.0000601949.SH0.0003301026.SZ浩通科技0.0003002537.SZ海聯(lián)金匯0.0000300063.SZ天龍集團(tuán)0.0002601212.SH0.0002002291.SZ遙望科技0.0002601609.SH金田股份0.0002301102.SZ兆訊傳媒0.0002001337.SZ0.0001農(nóng)林牧漁002746.SZ仙壇股份0.0017機(jī)械002006.SZ精工科技0.0027綜合金融600120.SH浙江東方0.0000000930.SZ0.0004600835.SH上海機(jī)電0.0016600643.SH愛(ài)建集團(tuán)0.0000600371.SH萬(wàn)向德農(nóng)0.0003301548.SZ崇德科技0.0007831087.BJ秋樂(lè)種業(yè)0.0002300887.SZ譜尼測(cè)試0.0007300094.SZ0.0000603203.SH快克智能0.0006醫(yī)藥300841.SZ康華生物0.0038汽車603239.SH浙江仙通0.0010計(jì)算機(jī)603496.SH恒為科技0.0051603883.SH老百姓0.0035300652.SZ雷迪克0.0007002401.SZ0.0006600557.SH康緣藥業(yè)0.0010002590.SZ萬(wàn)安科技0.0004603927.SH0.0005300171.SZ東富龍0.0005600480.SH凌云股份0.0004300598.SZ誠(chéng)邁科技0.0004603439.SH貴州三力0.0005002434.SZ萬(wàn)里揚(yáng)0.0003688158.S