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社保基金最新持仓披露重仓89股 青睐基础化工行业_蜘蛛资讯网

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来源：财中社）

从PMI指标来看，2025年全球制造业PMI自底部逐步向荣枯线靠拢，制造业下行态势放缓。国内及海外的投资、消费呈企稳回升态势。供给端国内新产能投放节奏放缓，“反内卷”举措的落地亦有望助力供给出清，从而推动供需关系修复，行业景气迎来回升。　　社保基金重仓的基础化工股未来业绩有望持续增长，11股均获3家以上机构评级。按机构一致预测来看，10股预计2025—2027年净利润增幅均为正值，其中圣泉集团、凯

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