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20年Q2美的集团的外资持股比例就开始出现明显上升-行业数据

20年Q2美的集团的外资持股比例就开始出现明显上升
20年Q2美的集团的外资持股比例就开始出现明显上升
回顾 2020 年，国内公募资金在 20Q1 大幅度降低家电板块配置比例后，到 20Q4 才有所提升，然而外资则在 20 年上半年行业基本面向下，业绩预期较低的时候就开始提高配置比例。因此我们认为极有可能今年 4 月份外资对白电龙头的持续增持又是一次前瞻性的布局。
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20年Q2美的集团的外资持股比例就开始出现明显上升_第1页
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20年Q2美的集团的外资持股比例就开始出现明显上升_第2页
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20年Q2美的集团的外资持股比例就开始出现明显上升_第4页
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20年Q2美的集团的外资持股比例就开始出现明显上升_第5页
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所属报告： 空调行业：空调内销见底在即白电龙头价值凸显-210829（28页）.pdf
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