加仓电子、银行、电新，减仓有色、医药

Group 1 - The overall equity position of actively managed equity public funds decreased to 85.1% in Q4 2024, down 0.07 percentage points from Q3 2024 [4][5][11] - The main sectors where funds increased their positions include electronics, banking, and electric power equipment, while they reduced positions in non-ferrous metals and pharmaceuticals [9][11][18] - The top five sectors by position in actively managed equity funds as of Q4 2024 are electronics (17.9%), electric power equipment (13.0%), pharmaceuticals (10.0%), food and beverage (8.4%), and automobiles (6.3%) [11][18][23] Group 2 - The concentration of holdings in the top 20 stocks of funds decreased in Q4 2024, with the top 30 concentration dropping from 36.9% to 35.6% [19][23] - The report anticipates a potential rebound in holdings for consumer sectors, certain cyclical industries, and growth sectors in Q1 2025, driven by seasonal effects and policy support [28][29] - Specific sectors to watch for potential recovery include beauty care, social services, textiles, and retail in the consumer category, as well as steel and chemicals in cyclical industries [28][29]