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资者造成的损失深表歉意。","date":"2021-03-30T16:00:00.000Z","declarationDate":"2021-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T12:49:37.471Z","fund":{"_id":3000000000462,"stockCode":"000462","stockType":"fund","areaCode":"cn","followedNum":18,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2015-04-06T16:00:00.000Z","setUpScale":5628050000,"market":"a","tickerId":462,"custody":"中国工商银行股份有限公司","name":"农银汇理主题轮动灵活配置混合型证券投资基金","shortName":"农银主题轮动混合A","fundSecondLevel":"hybrid","__csrcFundId":3819,"fundStatus":"normal","lastUpdated":"2024-05-16T10:28:47.077Z","masterFundFlag":1,"inceptionDate":"2015-04-09T16:00:00.000Z","fundCollectionId":4000050600000,"currency":"CNY","masterFundShortName":"农银主题轮动混合","pinyin":"nyhlztldlhpzhhxzqtzjj","managers":[{"stockCode":"j101019641","stockType":"fund_manager","exchange":"fm","tickerId":708244160,"name":"高晗"}]},"announcement":{"linkText":"农银汇理主题轮动灵活配置混合型证券投资基金2021年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=572521","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec1e1d4369c9c836d70c0","stockId":3000000000462,"sao":"回顾2020年全年，全年市场起伏较大，结构性行情特征明显。一季度市场经受了疫情的冲击，下跌较多；二季度在政策的呵护下，国内经济从疫情中逐渐修复，市场也企稳反弹，受疫情影响较大的白酒、医药、免税购物等都有较好涨幅；三季度，在指数平稳的背景下，汽车、新能源、军工等少数板块继续强势，大部分前期涨幅较大的个股都出现不同程度回撤。同时，海外疫情虽然严重，但在美联储的天量宽松货币支持下，海外市场也企稳回升。四季度，经济复苏的强度进一步确认，国内货币政策重心也由对冲疫情转为化解杠杆率上升的风险。白酒、新能源、化工等前期涨幅较大的龙头个股强者恒强。而一些小市值公司，因为流动性抽紧而出现较大程度的下跌。从全年来看，公募基金新募集规模3.12万亿，总规模超18万亿元，创下历史纪录。在此背景下，行业赛道好、基本面扎实的龙头个股得到市场青睐。整个市场呈现结构化行情明显，龙头领涨的态势。从中长期看，政策持续加强资本市场投资端建设，促进居民储蓄向投资转化，公募基金行业的良好发展态势有望持续。指数平稳，而结构性行情将突显。随着经济的波动性降低，不少行业表现出更加明显的龙头集中度提升趋势；资本市场层面，机构投资者的力量变的更强，也强化了龙头个股的市场表现。2020年全年，本基金坚持至下而上为主，适度结合至上而下。在宏观层面，时刻警惕货币政策收紧，海外疫情恶化的风险；在微观层面，重视企业文化和公司治理，从更中长期的视角观察企业，对行业赛道选择，企业竞争结构以及对宏观经济敏感程度做多方位比较，精选标的，取得了相对不错的业绩。","date":"2020-12-30T16:00:00.000Z","declarationDate":"2021-01-20T16:00:00.000Z","lastUpdated":"2026-03-09T12:49:37.464Z","mo":"展望2021年，我们维持对指数相对谨慎乐观的观点。但在子行业层面，可以看到中国的企业家正在不断的成长，少数企业已经登上国际的舞台，与国际顶尖的企业同台竞技。特别是在疫情的背景下，中国企业的制造优势被进一步突显，领跑全球。从投资角度出发，只有与优秀的企业站在一起，才能分享到企业成长的红利。中国经济从中长期看，仍然乐观；疫情的影响也会过去。疫情的冲击虽然对部分行业造成了短期的业绩伤害；对龙头公司来说，出清了行业，强化了其长期竞争优势。而政策对新能源，品质消费，科技行业的呵护没有改变。精选其中估值合理的公司有望获得长期回报。但也应注意到，全球过度宽松的货币政策，将随着疫情的好转而逐渐收紧，过高的权益估值也会降低未来的收益预期。国内经济在20年二季度好转之后，可能在2021年将面临一定的通胀风险。本基金后续会淡化指数，更加强调宏观与微观的结合，特别是加大至下而上的研究力度，在控制总仓位的基础上，适当超配消费，医药，科技包括计算机、通讯、电子等细分行业龙头，努力寻找中期市值空间较大的优质公司股票做中期布局，恪守能力圈和安全边际原则，努力为本基金持有人带来稳定回报。","fund":{"_id":3000000000462,"stockCode":"000462","stockType":"fund","areaCode":"cn","followedNum":18,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2015-04-06T16:00:00.000Z","setUpScale":5628050000,"market":"a","tickerId":462,"custody":"中国工商银行股份有限公司","name":"农银汇理主题轮动灵活配置混合型证券投资基金","shortName":"农银主题轮动混合A","fundSecondLevel":"hybrid","__csrcFundId":3819,"fundStatus":"normal","lastUpdated":"2024-05-16T10:28:47.077Z","masterFundFlag":1,"inceptionDate":"2015-04-09T16:00:00.000Z","fundCollectionId":4000050600000,"currency":"CNY","masterFundShortName":"农银主题轮动混合","pinyin":"nyhlztldlhpzhhxzqtzjj","managers":[{"stockCode":"j101019641","stockType":"fund_manager","exchange":"fm","tickerId":708244160,"name":"高晗"}]},"announcement":{"linkText":"农银汇理主题轮动灵活配置混合型证券投资基金2020年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=552466","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec1e1d4369c9c836d70bf","stockId":3000000000462,"sao":"回顾2020年三季度，市场先扬后抑，9月进入明显的震荡调整，仅汽车，新能源，军工等少数板块继续强势，大部分前期涨幅较大个股都出现不同程度回撤。当前阶段，经济平稳，货币政策稳健且没有过度宽松，海外经济形势也企稳回升，经济层面没有太大的风险。随着11月美国大选临近，事件性的风险偏好导致市场起伏。从中长期看，大的指数将呈平稳趋势，而整个市场，结构性行情将继续突显。随着经济的波动性降低，不少行业的龙头呈现越来越明显的集中度提升趋势；资本市场层面，机构投资者的力量变的更强，也强化了龙头个股的市场表现。公司的定价将越来越回归价值本身。2020年，本基金更加强调至下而上与至上而下的结合。在宏观层面，时刻警惕海外经济下滑；在微观层面，重视企业文化和公司治理，从更中长期的视角观察企业，对行业赛道选择，企业竞争结构以及对宏观经济敏感程度做多方位比较，精选标的。展望2020年10月之后的行情，我们维持对指数相对谨慎乐观的观点。但在子行业层面，可以看到中国的企业家正在不断的成长，少数企业已经登上国际的舞台，与国际顶尖的企业同台竞技。与优秀的企业站在一起，才能分享到企业成长的红利，并见证伟大企业崛起的过程。中国经济的从中长期看，非常乐观；疫情的影响也会过去。疫情的冲击虽然对部分行业造成了短期的业绩伤害；对龙头公司来说，出清了行业，强化了其长期竞争优势。而政策对5G，互联网，新能源车等科技行业的呵护没有改变。精选其中估值合理的公司有望获得长期回报。本基金后续会淡化指数，更加强调宏观与微观的结合，特别是加大至下而上的研究力度，在控制总仓位的基础上，适当超配医药，消费，科技包括计算机、通讯、消费电子等细分行业龙头，努力寻找中期市值空间较大的优质公司股票做中期布局，恪守能力圈和安全边际原则，努力为本基金持有人带来稳定回报。","date":"2020-09-29T16:00:00.000Z","declarationDate":"2020-10-26T16:00:00.000Z","lastUpdated":"2026-03-09T12:49:37.456Z","fund":{"_id":3000000000462,"stockCode":"000462","stockType":"fund","areaCode":"cn","followedNum":18,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2015-04-06T16:00:00.000Z","setUpScale":5628050000,"market":"a","tickerId":462,"custody":"中国工商银行股份有限公司","name":"农银汇理主题轮动灵活配置混合型证券投资基金","shortName":"农银主题轮动混合A","fundSecondLevel":"hybrid","__csrcFundId":3819,"fundStatus":"normal","lastUpdated":"2024-05-16T10:28:47.077Z","masterFundFlag":1,"inceptionDate":"2015-04-09T16:00:00.000Z","fundCollectionId":4000050600000,"currency":"CNY","masterFundShortName":"农银主题轮动混合","pinyin":"nyhlztldlhpzhhxzqtzjj","managers":[{"stockCode":"j101019641","stockType":"fund_manager","exchange":"fm","tickerId":70824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