农林牧渔行业2025Q2持仓分析：饲料、养殖增配明显

国盛证券2025-08-05

二季度偏股基金重仓增配。截止2025 年二季度末，农林牧渔股重仓占比1.36%，环比上升0.37pct，同比下降0.38pct。第二季度农林牧渔重仓占比低于行业平均配置比例0.14pct，从10 年历史平均来看农林牧渔重仓占比约为1.84%，目前配置水平仍低于平均水平和标配水平，但环比有所增加。饲料、养殖增配为主。分行业来看，养殖业25Q2 重仓占比0.41%，环比增加0.12pct，同比下降...

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