Chinese Full-Fund Allocation Shifts To Electronics, Telecom Hits Low
Over the past decade, full-fund industry allocation has rapidly concentrated towards electronics in the last year. The full-fund industry's asset allocation is shifting towards electronics and telecommunications sectors. The overall fund allocation to electronics remains higher than the 2020-2021 allocation ratios for pharmaceutical and food & beverage industries. The proportion of the telecommunications industry in fund allocations has hit a new high for several consecutive quarters since 2015.
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Sources · 7 independent
CNR Economic Voice
“从过去十年这种全额基金的行业配置情况来看，近一年行业配置是快速地向电子集中的。同时，通信行业的占比也连续几个季度创下2015年以来的新高了。”
CNR Economic Voice
“近一年行业配置是快速地向电子集中的。同时，通信行业的占比也连续几个季度创下2015年以来的新高了。”
CNR Economic Voice
“这些极度雄厚的这个板块，它很容易遭受到”
CNR Economic Voice
“全基金行业配置向电子、通信等行业倾斜”
CNR Economic Voice
“近一年行业配置是快速地向电子集中的。虽然说最近两期有所减仓，但整体的仓位其实仍然是超过20-21年这种全额基金在医药和食品饮料行业的配置比例的。”
CNR Economic Voice
“近一年行业配置是快速地向电子集中的。虽然说最近两期有所减仓，但整体的仓位其实仍然是超过20-21年这种全额基金在医药和食品饮料行业的配置比例的。同时，通信行业的占比也连续几个季度创下2015年以来的新高了。”
CNR Economic Voice
“从过去十年这种全额基金的行业配置情况来看，近一年行业配置是快速地向电子集中的。虽然说最近两期有所减仓，但整体的仓位其实仍然是超过20-21年这种全额基金在医药和食品饮料行业的配置比例的。同时，通信行业的占比也连续几个季度创下2015年以来的新高了。”
CNR Economic Voice
“近一年行业配置快速向电子集中，整体仓位仍超20-21年医药和食品饮料配置比例。通信行业占比连续几个季度创2015年以来新高。”
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