电力设备行业深度报告：26Q1基金持仓深度电新重仓Q1总体下降电动车、光伏、储能、工控板块均下降风电、电网板块上升-基于13680支基金2026年一季报的前十大持仓的定量分析

内容目录前言 4电新整体持仓分析：电新重仓市值在基金全部重仓市值的比例环比下降1.06pct至12.53% 4电新子行业持仓分析：电网、风电板块上升，电动车、光伏、工控、储能、板块下降 5新能源汽车：总体持仓下降，上游锂矿&整车&充电桩&新技术上升，中游&核心零部件持仓下降 73.1.1.上游锂矿2026Q1整体持仓上升0.73pct至5.52% 7中游板块持仓整体下降0.91pct至6.60%，正极、负极、隔膜、六氟磷酸锂及电解液、添加剂、铝箔、铜箔持仓上升，电池、结构件持仓下降 整车、充电桩2026Q1持仓上升，核心零部件持仓下降 8新技术板块2026Q1下降0.23pct至1.57%，钠电池持仓下降，复合集流体持仓上涨 新能源：光伏下降，风电、核电上升 9光伏板块2026Q1持仓占总市值比重环比下降至3.51%，环比-0.12pct 9风电板块2026Q1持仓占总市值比重环比上升至5.08%（+2.72pct） 10核电板块2026Q1持仓占总市值比重环比上升至2.14%（+1.23pct） 10工控&电力设备：工控板块持仓下降，电力设备持仓上升 工控&2026Q14.56%0.07pct....................................................................................................................................................电力设备板块总体2026Q1持仓占总市值比重为2.93%，环比上升0.93pct 储能：总体持仓下降，新型储能上升，PCS&便携式储能&温控/消防&集成/EPC下降123.4.1.2026Q11.26pct6.00%，PCS2026Q1整体下降0.10pct至6.95% 133.4.2.温控/消防2026Q1下降2.30pct至4.04% 133.4.3.集成/EPC/运营2026Q1下降1.08pct至1.05% 133.4.4.新型储能2026Q1上升0.95pct至2.51%，便携式储能下降0.15pct至0.01% 13电新个股的基金持仓环比增速前十持股占总市值分析 142026Q1基金持仓环比增速前十 142026Q1基金持仓市值前十 142026Q1基金持仓降幅前十 152026Q1基金持仓市值占总市值比例前十 15电新各板块海外持仓分析 16风险提示 18图表目录图1：基金前十大重仓的持股比例情况 5图2：基金前十大重仓的持股比例 5图3：电新子行业拆分框架 6图4：各板块前十大重仓的持股比例 7图5：新能源汽车板块前十大重仓占股票总市值趋势 8图6：新能源汽车板块中，锂电池中游子板块前十大重仓占股票总市值趋势 9图7：新能源板块前十大重仓占股票总市值趋势 图8：电力设备及工控板块前十大重仓占股票总市值趋势 12图9：储能板块前十大重仓占股票总市值趋势 14图10：电新重点个股持仓分析（前十基金持仓比例） 16图电新板块海外持仓占自由流通股市值趋势 17图12：电动车/光伏板块、电新个股前十基金持仓市值（累加值） 17图13：沪港通持仓占自由流通股比重（季度末） 18前言136802026Q1454（363）（301）环比下降1.06pct至12.53%2019Q22020Q10.092021Q22021Q47.01%，2022Q17.73%，2022Q27.45%，2022Q320245.822Q15.102Q25.01202Q34.64%，2023Q44.03%，2024Q14.34%，2024Q24.25%，2024Q34.39%，2024Q44.33%，2025Q14.14%，2025Q2下3.44%，2025Q34.48%。2025Q43.99%2026Q14.16%以电新重仓股市值占基金重仓股票市值比例为指标，2026Q1占比12.62%，环比下降0.79pct2026Q1占比7.32%，环比上升1.8p061占比4.6，环比上升0.17pct。图1：基金前十大重仓的持股比例情况2019Q1-2025Q3基金持股数量（亿股）流通股数量（亿股）平均价格（元/股）基金持股市值（亿元）流通市值（亿元）总市值（亿元）基金持仓占总市值比例基金持股占流通市值比例基金资产总值（亿元）资产净值（亿元）股票重仓市值（亿元）股票投资市值（亿元）持股市值值比例持股市值占持股市值占备注2019/3/313126898.752723,44330,2031.75%2.2%145,260134,8229,83320,2650.4%5.4%2.6%前十2019/6/303127607.750721,31026,6541.90%2.4%140,750131,04910,51020,9490.4%4.8%2.4%前十2019/9/303027957.853121,71327,0021.97%2.4%140,858132,25411,36622,2040.4%4.7%2.4%前十2019/12/313628368.571824,18830,6132.35%3.0%153,164141,11712,91525,5760.5%5.6%2.8%前十2020/3/313928918.073223,24729,7342.46%3.1%178,091162,27113,77726,8570.5%5.3%2.7%前十2020/6/305029419.51,31164,18817,46233,6040.8%7.5%3.9%前十2020/9/3065299912.72,55438,19348,7095.24%6.7%184,513170,70422,49041,5681.5%11.4%6.1%前十2020/12/3159308017.03,70252,25566,4635.57%7.1%212,172194,13729,37352,6891.9%12.6%7.0%前十2021/3/3161308815.93,25449,11762,0805.24%6.6%229,720211,62531,26854,5031.5%10.4%6.0%前十2021/6/3071322421.65,62869,68583,7186.72%8.1%246,608225,82535,90562,8912.5%15.7%8.9%前十2021/9/30101326825.27,18282,52597,6177.36%8.7%255,571234,25735,31563,5863.1%20.3%11.3%前十2021/12/3192328726.67,23387,324103,1357.01%8.3%274,020249,03036,93870,2582.9%19.6%10.3%前十2022/3/31135347122.07,09876,51391,8767.73%9.3%273,410247,72732,29160,4062.9%22.0%11.7%前十2022/6/30111358925.18,08890,111108,5697.45%9.0%289,770262,73235,29366,1813.1%22.9%12.2%前十2022/9/30152408422.47,61291,317113,9716.68%8.3%285,908260,69030,95558,2312.9%24.6%13.1%前十2022/12/31121415021.56,43089,092109,3315.88%7.2%269,181253,74931,52061,9942.5%20.4%10.4%前十2023/3/31120446221.25,89494,456113,5535.19%6.2%288,710259,69532,01164,0952.3%18.4%9.2%前十2023/6/30121464019.55,45790,423108,8515.01%6.0%305,467271,10830,71462,0082.0%17.8%8.8%前十2023/9/30125463117.84,48982,37496,7614.64%5.5%299,350268,92229,66260,4831.7%15.1%7.4%前十2023/12/31114494716.23,73880,03092,6774.03%4.7%302,248268,68127,47658,0381.4%13.6%6.4%前十2024/3/31115498615.93,92379,21890,3304.34%5.0%318,825285,57627,24158,6131.4%14.4%6.7%前十2024/6/30111506014.53,54473,31083,3844.25%4.8%333,889303,22626,48757,1921.2%13.4%6.2%前十2024/9/30117510317.25,00087,82899,2324.39%5.7%345,366313,28031,56870,3741.6%13.8%6.2%前十2024/12/3198513217.24,29088,50499,0534.33%4.8%348,174318,25429,57967,7471.3%14.5%6.3%前十2025/3/3191.2201217522217.64,24492,102102,6014.14%4.6%338,440312,94730,27669,2291.4%14.02%6.13%前十2025/6/3084.7266785529418.73,75798,757109,3553.44%3.8%373,682340,65330,80172,0471.1%12.20%5.22%前十2025/9/30110537923.06,043123,748135,0444.48%4.9%381,451354,10840,44589,9421.7%14.94%6.72%前十2025/12/3190542122.95,366124,078134,6443.99%4.3%394,731363,50539,47290,2941.5%13.59%5.94%前十2026/3/31113546523.95,901130,839141,9594.16%4.5%392,938361,27946,74780,6131.6%12.62%7.32%前十图2：基金前十大重仓的持股比例工控、储能、板块下降136802026Q1454图3：电新子行业拆分框架

分板块看，2026Q1新能源汽车板块基金持股占总市值比例环比下降0.18pct至4.39%（0.40pct至5.0.1pct至3.52.72pct5.08%，工控0.07pct4.56%，电力0.93pct2.93%1.26pct6.00%。0.30pct，7.47%1.12%0.56%5.21%，0.62pct、0.23pct、0.07pct、1.4pct1.15%、1.62%，0.40pct。图4：各板块前十大重仓的持股比例新能源汽车：总体持仓下降，上游锂矿整车&充电桩中游&核心零部件持仓下降1362141422332026Q14.39%0.18pct2025Q1-2026Q1持5.20%4.15%5.28%4.57%4.39%新能源汽车板块2026Q1持仓占总市值比重为4390.1225221持仓比例分别为5.0415、5.28%、4.57%、4.39%。上游锂矿2026Q1整体持仓上升0.73pct至5.52%2.1（0.60c5.44（1.57c638（2.0pc中游板块持仓整体下降0.91pct至1）电池下降1.9pct至7.0，713（217pc8.6（2.9pc125（.95pc结构件下降0.3t至12.7，8.43（0.2pc3正极上升0.4pct至463975+0.9pc069（0.3pc7.0（+.41c060（0.7pc054（0.0pc11（1.1p负极上升.2t至.84.2（0.08c493%（+.37pc.26ct至4.6269（+.07pc7.4（+.22pc509+2.3pc.20ct至5.6，6.9（2.8pc1.16+0.1pc）添加剂上升.70ct至0.9005（0.5pc铝箔上升502pct至.59，077+0.0pc铜箔上升.87ct至.9%3.7%（+.72pc整车、充电桩2026Q1具体数值来看，整车环比上升0.34pct至1.47%，其中比亚迪持仓占比1.38%（+.41pc0.7pt至.833.39（-0.92pc5.4%+148pc075pct至158。新技术板块2026Q1下降0.23pct至2025Q1-2026Q12.23%6.28%3.78%2.04%1.57%。1）0.9pt至1.490.2+0.1pc0.3+0.1pc0.0）0.33pct至1.821.+1.0pc.27（1.32c0.0%（30.0pct至2.64149（250pc5.29+268pc10.8（.68pc图5：新能源汽车板块前十大重仓占股票总市值趋势图6：新能源汽车板块中，锂电池中游子板块前十大重仓占股票总市值趋势新能源：光伏下降，风电、核电上升我们将新能源板块拆分为光伏、风电、核电，分别统计81、46、9只股票。光伏板块2026Q13.51%，环比-0.12pct2025Q1-2026Q1持仓比例分别3.33%2.75%4.18%3.64%3.51%硅料环节下降1.9、.62、3.3、190、1.7315（0.5pc+0.0pc0.1（0.9pc硅片环节下降0.1pc22Q122Q1分别3693.423.3.523.1434（0.07cCL中环2.7（.50c006（0.pc电池上升1.5pc202Q202Q1分别3573.9473.9.14601（+.71c0.07.0+101pc；）一体化组件下降.21c，202Q1-202Q1分别4.05、2.、3.5、284、2.63351（.22pc3.0（.66pc0.82（0.7c1.76+168pc434（007pc5逆变器环节下降.102Q102Q1分别9.06、8.54%、8.56%、8.37%、7.22%，其中德业股份9.21%（+4.65pct）,阳光电源8.84%（-2.71pc5.35（119pc0.0（.06pc2.02.23pc001（0.0pcP1.38c2.7+2.1pc0.13（.93pc0.2pc2.5（0.2pc.05pc，0.0（1.22cEC0.6pc0.1+019c，晶0.0+0.3pc0.7pc3.0+0.4pc（1.64c0.95（0.08c153（0.83c0.6pc1.7（2.0pc006（.06pc0.80pc，其中聚和材料.42+0pc帝科股份2.8+1.2pc苏州固锝007+007pc01c0.1+0.3c0.0；风电板块2026Q15.08%（+2.72pct）风电板块2025Q1-2026Q1分别2.84%3.32%3.46%2.36%5.08%整机环节上升1.65%2.29%3.35%2.55%5.5（009pc060（1.9pc2.3+031c1.7+0.2pc026+026pc塔筒海桩环节上升.31pc，202Q122Q1分别3464.234.472.5285.78（+.34pc1.3（.0pc1.08（0.7c0.85（0.5pc0.0（.1c0.0+0.7pc；）海缆环节上升.34pc，2025Q1-2026Q15.46%5.23%5.91%3.05%9.44%（+.79pc243+1024pc1598（+3.3pc（.00（036pc202Q1-202Q10.50.00.780.61.0.87（42pc143（0.36c163+09pc000（3.5+3.0pc000（0.13c5092pc，2025Q1-2026Q12.01%、2.26%、1.77%、3.39%、2.47%8.10%（-2.38pc0.5+0.5pc0.0（持平.130.25pc叶片及材料环节上升0.64%3.06%2.37%1.29%、1.53.3（0.1c314（0.3pc0.0%（； 核电板块2026Q12.14%（+1.23pct）2025Q1-2026Q10.64%、0.78%、0.73%、0.91%、2.14%。图7：新能源板块前十大重仓占股票总市值趋势工控&电力设备：工控板块持仓下降，电力设备持仓上升/)、工控&2121131825、17、41工控2026Q14.56%，环比下降0.07pct2025Q1-2026Q1持仓比例分别为5.59%、5.14%、6.21%、4.63%、4.56%。其中汇6.4（122pc202Q102Q19569.79847.68、6.465.4+148c1.9+590pc074（0.1pc.63（0.0pc5.8+077c2.8（001pc1.6（1.8pc电力设备板块总体2026Q12.93%，环比上升0.93pct电力设备板块2025Q1-2026Q1持仓比例分别为1.95%、1.48%、1.81%、2.00%、2.93%。1）低压板块2026Q1持仓环比上升0.18pct，2025Q1-2026Q11.63%、1.78161.821.93.58（099pc4.1%（+0.5pc。）特高压板块0261持仓环比上升.17c，02Q122Q1分别为2.571.752.93.35.01.81+162pc1.5%（+.20pc123+5.1pc0.3（048pc。）电线电缆2026Q1持仓环比上升0.31%0.35%0.76%、1.599.4（1.79c4智能用电2261持仓环比下降3.01%1.56%0.83%0.47%0.08%116（.80pc0.2（00pc。）中压板块2061持仓环比下降1.420222611.50.1174、2.571.1.82（4.7pc.65（1.8pc1.47（1.5pc二次设备20261持仓环比上升.28c22Q120610.960.70、083081、2092.68+2.6pc4.21+018pc2.5+1.9pc202Q122Q10.20.86、0.71%、0.95%、2.54%。图8：电力设备及工控板块前十大重仓占股票总市值趋势、储能：总体持仓下降，新型储能上升，PCS&便携式储能&温控/消防集成/EPC下降PCS/EPC/48PCS/EPC/485.514pc。2025Q1-2026Q17.80%、5.60%、7.25%、6.68%、5.55%。储能电池2026Q1整体持仓环比下降1.26pct至6.00%，PCS2026Q1整体下降0.10pct至6.95%储能电池2026Q1整体持仓环比下降1.26pct至6.00%。其中亿纬锂能占比7.13%（2.17c8.6（217pc206（0.5pc1.5+1.9pc4.50.74pcPS20261整体下降01t至6.9884（271pc230（+.3pc.2（4.65c7.9%（+.01pc0.0%（.60pc535（+.19pc3.4.2.温控/消防2026Q1下降2.30pct至4.04%温控消防20261下降2.0pct至4.46.1（3.7p1.4（+.65pc.00（0.4pc0.00%（持平。3.4.3.集成/EPC/运营2026Q1下降1.08pct至1.05%集成/EPC/运营2026Q1下降1.08pct至1.05%。2.82%（-4.74pc0.4（013pc.01（0.5pc0.00%（。3.4.4.新型储能2026Q1上升0.95pct至2.51%，便携式储能下降0.15pct至0.01%新型储能2026Q1上升0.95pct至0.15pct至0.01%其中066（0.0pc176%（1.18c1.4（+.44pc3.1+192c002（0.1pct至0.00.0（015pc图9：储能板块前十大重仓占股票总市值趋势、电新个股的基金持仓环比增速前十持股占总市值分析2026Q1基金持仓环比增速前十1）亨通光电：2026Q113.33pct15.98%207.582）中天科技：2026Q110.24pct12.43%127.67杭电股份：2026Q17.37pct7.37%14.51科大智能：2026Q16.97pct6.97%5.78鼎胜新材：2026Q16.45pct7.22%14.88富临精工：2026Q16.03pct24.127）中控技术：2026Q1提升5.90pct至11.96%，基金持股市值约61.01亿元。钧达股份：2026Q15.71pct6.01%13.47华自科技：2026Q15.56pct6.43%4.0910）思源电气：2026Q1提升5.41pct至12.23%，基金持股市值约193.03亿元。2026Q1基金持仓市值前十宁德时代：1581.758.63%，环比-2.19pct。东山精密：283.6414.99%-1.73pct。阳光电源：276.308.84%，环比-2.71pct。亨通光电：207.5815.98%+13.33pct。思源电气：193.0312.23%5.41pct。比亚迪：132.011.38%+0.41pct。中天科技：127.6712.43%+10.24pct。盐湖股份：118.456.05%+2.46pct。汇川技术：117.166.46%，环比-1.22pct。德业股份：110.079.21%+4.65pct。2026Q1基金持仓降幅前十（10.8pc（4.7pc4.42pc3.70英维克（327pc3.0pc2.7pc2.71pc（2.70c（2.6pc2026Q1基金持仓市值占总市值比例前十（15.8（14.912.4312.（1.961.610.1.3410.710.2图10：电新重点个股持仓分析（前十基金持仓比例）代码公司截止（亿元）截止总市值（亿元）截止持股市值（亿元）前十基金持股占总市值比例2026/3/312025/12/312025/9/302025/6/302025/3/312024/12/312024/9/302024/6/302024/3/312023/12/312023/9/302023/6/30002028.SZ思源电气1232.791577.80193.0312.23%6.82%6.95%4.88%6.50%9.26%11.04%11.86%15.12%13.46%15.65%15.65%002709.SZ天赐材料694.15937.74104.6511.16%11.04%8.88%2.20%1.89%5.20%4.97%7.51%7.92%9.95%8.13%12.82%603799.SH华友钴业1106.521113.95108.569.75%9.25%13.25%6.47%9.28%5.10%9.30%6.20%12.22%11.06%13.81%13.54%300274.SZ阳光电源2396.653125.57276.308.84%11.55%12.07%12.74%13.00%15.59%16.25%17.76%18.99%16.30%15.66%19.43%300750.SZ宁德时代17452.3518333.061581.758.63%10.82%11.29%12.40%13.17%14.58%14.55%12.88%13.25%11.23%11.52%11.66%002850.SZ科达利356.35493.5541.638.43%8.66%14.43%15.59%16.84%20.47%23.56%23.00%22.14%18.36%14.85%17.94%002812.SZ恩捷股份557.60665.6949.717.47%4.25%4.15%4.60%4.84%5.18%3.91%3.54%4.17%6.86%7.14%9.50%300014.SZ亿纬锂能1254.091290.7392.027.13%9.30%17.63%12.57%13.06%13.52%16.43%18.51%15.59%15.11%15.86%17.07%300037.SZ新宙邦303.41423.4127.476.49%3.62%3.44%8.80%6.65%14.20%15.13%8.63%10.26%16.53%16.45%16.23%300124.SZ汇川技术1607.041813.84117.166.46%7.68%9.84%9.70%9.56%9.38%5.73%9.33%10.61%10.14%10.48%8.99%002865.SZ钧达股份220.00224.0513.476.01%0.30%1.67%0.50%7.25%6.57%0.50%0.03%2.50%0.76%7.02%5.78%600885.SH宏发股份429.61429.6123.545.48%4.00%2.84%4.71%6.62%5.13%5.86%5.26%2.97%3.68%5.12%4.24%688390.SH固德威229.82229.8212.315.35%4.17%4.75%7.65%3.68%0.28%3.09%7.47%0.59%9.62%8.91%7.58%601012.SH隆基股份1329.191329.1957.714.34%4.41%4.81%4.55%4.90%3.53%1.49%2.83%2.83%3.59%5.30%5.80%603659.SH璞泰来678.84683.2229.304.29%4.37%5.54%5.51%5.14%4.10%4.41%8.33%8.78%8.14%10.10%11.87%002459.SZ晶澳科技360.33360.7611.903.30%3.96%5.43%5.54%7.80%9.51%7.13%6.44%10.30%10.45%11.21%16.00%600438.SH通威股份743.73743.7323.443.15%3.74%6.39%3.69%3.90%5.20%1.65%2.46%3.96%4.03%5.35%4.41%603806.SH福斯特457.83457.8312.412.71%0.30%1.48%1.98%2.44%3.21%2.31%4.41%7.18%3.97%4.34%6.81%600406.SH国电南瑞2081.322087.4553.072.54%0.95%0.71%0.86%0.82%1.36%0.94%1.40%1.58%1.50%1.60%1.52%300763.SZ锦浪科技321.27397.669.142.30%0.07%3.60%4.33%0.37%7.44%12.09%7.34%9.05%8.92%8.60%9.15%300769.SZ德方纳米110.40122.861.361.11%0.00%0.01%0.15%0.04%0.12%0.22%0.00%0.23%1.57%3.26%3.27%688005.SH容百科技202.45202.481.210.60%0.52%1.42%0.52%0.92%0.93%0.07%0.08%1.24%2.79%5.51%2.14%300919.SZ中伟股份502.26514.872.800.54%0.53%0.55%0.70%0.80%0.80%0.77%1.12%1.10%1.08%1.71%1.99%688116.SH天奈科技145.00145.000.070.05%0.54%4.11%4.27%4.70%3.91%2.31%2.11%4.90%4.65%3.76%1.48%600732.SH爱旭股份294.13296.6321.077.10%6.09%6.98%6.96%2.80%0.59%0.14%0.00%0.00%1.11%1.96%5.38%002756.SZ永兴材料290.85403.3627.976.94%3.96%0.57%1.65%0.46%4.97%5.84%4.92%6.98%6.99%7.15%10.42%002460.SZ赣锋锂业1328.011643.3989.485.44%3.87%3.69%2.23%2.40%2.67%2.14%3.47%3.11%3.41%3.77%5.33%300207.SZ欣旺达432.06465.7518.914.06%6.13%10.29%3.91%5.72%5.65%6.52%4.76%3.35%2.97%5.92%4.37%688388.SH嘉元科技187.05185.246.953.75%2.03%1.66%0.25%0.03%0.29%0.02%0.11%1.67%3.69%3.61%5.55%688599.SH天合光能386.06386.0613.563.51%3.73%2.45%0.57%1.47%7.11%6.73%6.88%15.76%16.42%15.51%14.61%002050.SZ三花智控1769.561789.6760.703.39%4.32%6.25%5.29%7.06%8.62%8.48%7.71%9.88%14.03%13.61%12.94%002466.SZ天齐锂业945.81946.6226.582.81%3.41%1.90%1.22%1.74%2.46%2.47%3.67%5.85%6.64%5.38%7.29%601865.SH福莱特332.43332.459.162.75%3.02%3.61%1.78%2.06%3.55%3.33%2.71%3.92%3.63%4.49%5.34%300568.SZ星源材质180.26199.305.362.69%1.62%2.01%0.11%0.00%0.02%0.03%0.12%9.13%9.63%11.25%10.58%002202.SZ金风科技1088.051110.8628.072.53%2.22%4.96%1.62%0.56%2.03%1.21%0.45%0.84%1.33%1.42%1.63%002407.SZ多氟多300.11331.187.152.16%4.43%2.69%0.25%0.27%0.27%0.01%2.60%0.18%0.00%0.00%0.00%600110.SH诺德股份159.98159.983.141.96%0.57%0.00%0.01%0.93%0.00%0.00%0.00%0.00%0.00%1.53%0.01%002192.SZ融捷股份197.65198.063.791.92%1.10%1.77%0.48%0.77%0.80%0.88%0.87%0.85%1.15%5.31%5.43%688680.SH海优新材44.6643.240.831.91%0.02%0.27%2.79%1.97%1.90%0.10%0.40%0.82%0.28%0.00%0.61%603218.SH日月股份148.04148.372.121.43%1.06%0.23%0.82%0.96%0.25%0.54%0.51%0.87%0.55%3.30%4.51%002594.SZ比亚迪7546.449595.85132.011.38%0.97%0.77%1.74%4.67%2.62%3.20%3.98%2.11%2.08%3.02%3.60%300073.SZ当升科技259.87279.551.940.69%1.42%5.47%0.17%0.02%0.11%0.17%3.23%5.76%5.76%10.04%8.01%300035.SZ中科电气127.52149.830.530.36%0.42%0.42%0.49%1.06%0.71%0.16%0.00%0.10%0.00%0.00%0.16%688408.SH中信博78.1678.160.000.00%1.22%3.02%2.38%3.76%13.88%14.35%6.84%8.04%11.03%11.37%9.57%002979.SZ雷赛智能78.66111.830.000.00%0.07%4.26%1.02%1.96%0.20%0.23%0.15%0.00%0.21%2.19%8.66%、电新各板块海外持仓分析9.5+015pc493+14pc415+070c5.5+0.7pc378+054pc3.6+0.pc5.2+0.9pc061+0.2pc957+0.1pc4.3%（0.04c7.09（0.07pc3.200.08pc.61（-0.1