非银金融：2024Q4公募基金持仓点评：非银持仓环比回落，聚焦高股息及政策利好标的

Investment Rating - The industry investment rating is "Recommended (Maintain)" [1] Core Insights - The report highlights a significant decline in public fund holdings in Q4 2024, with a decrease of 38.7% to 179.41 billion, indicating a shift towards high dividend and policy-favorable stocks [2][4] - The report notes a 47.5% drop in a specific metric, with values reaching 87.10 billion, reflecting a broader trend in the non-bank financial sector [4] - There is a positive outlook on certain stocks, with increases of 132.2% and 129.8% in specific metrics, suggesting potential investment opportunities [4] Summary by Relevant Sections - Public Fund Holdings: In Q4 2024, public fund holdings decreased by 38.7% to 179.41 billion, with a focus on high dividend stocks and those benefiting from favorable policies [2][4] - Performance Metrics: Key performance metrics showed a decline of 47.5% to 87.10 billion, with additional metrics reflecting significant percentage changes, indicating volatility in the sector [4] - Investment Opportunities: Certain stocks demonstrated remarkable growth, with increases of 132.2% and 129.8%, highlighting potential areas for investment within the non-bank financial industry [4]