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路才刚刚开始，经济增长的潜力仍大，对内以“新质生产力”为代表的新生产力有望持续提升全要素生产率，对外中国优秀企业的大规模出海之旅方兴未艾。国内权益市场今年表现仍然不佳。我们认为，当前国内A股估值整体不贵，尤其是很多优秀公司的估值水平已经较为便宜，这意味着我们有机会以一个较好的价格配置许多优秀资产，并提高组合的长期回报水平。我们始终坚守初心，以追求稳定合理的长期回报为目标，坚持高质量成长、深度研究创造价值的核心价值观，致力于寻找具有远大前景的优秀企业。","fund":{"_id":3000000000824,"stockCode":"000824","stockType":"fund","areaCode":"cn","followedNum":21,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2014-10-19T16:00:00.000Z","setUpScale":1027980000,"market":"a","tickerId":824,"custody":"中国工商银行股份有限公司","name":"圆信永丰双红利灵活配置混合型证券投资基金","shortName":"圆信永丰双利(000824)","fundSecondLevel":"hybrid","__csrcFundId":2370,"fundStatus":"normal","lastUpdated":"2026-04-30T17:39:36.703Z","masterFundFlag":1,"inceptionDate":"2014-11-18T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰双利","pinyin":"yxyfshllhpzhhxzqtzjj","managers":[{"stockCode":"db20740534","stockType":"fund_manager","exchange":"fm","tickerId":303203110,"name":"陈臣"}]},"announcement":{"linkText":"圆信永丰双红利灵活配置混合型证券投资基金2024年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1144177","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec268d4369c9c836dc3ec","date":"2024-03-30T16:00:00.000Z","stockId":3000000000824,"sao":"2024年第一季度，上证指数上涨2.23%，深证成指下跌1.30%，创业板指下跌3.87%。主要指数在报告期内走势出现分化，板块方面，银行、石油石化、煤炭、家用电器等行业涨幅靠前，医药生物、计算机、电子、房地产等行业下跌较多。本基金一季度投资策略保持稳定。报告期内基金的股票仓位维持在高位，行业配置方面，基金超配食品饮料、机械设备、农林牧渔、电力设备、建筑材料等行业。报告期内，国内消费、出口等高频数据超预期，显示经济企稳回升态势明显，我们对国内宏观经济前景继续保持乐观。我们认为，当前权益市场的机会仍然大于挑战，未来随着企业盈利的持续修复，估值有进一步提升空间。","declarationDate":"2024-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T12:51:52.121Z","fund":{"_id":3000000000824,"stockCode":"000824","stockType":"fund","areaCode":"cn","followedNum":21,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2014-10-19T16:00:00.000Z","setUpScale":1027980000,"market":"a","tickerId":824,"custody":"中国工商银行股份有限公司","name":"圆信永丰双红利灵活配置混合型证券投资基金","shortName":"圆信永丰双利(000824)","fundSecondLevel":"hybrid","__csrcFundId":2370,"fundStatus":"normal","lastUpdated":"2026-04-30T17:39:36.703Z","masterFundFlag":1,"inceptionDate":"2014-11-18T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰双利","pinyin":"yxyfshllhpzhhxzqtzjj","managers":[{"stockCode":"db20740534","stockType":"fund_manager","exchange":"fm","tickerId":303203110,"name":"陈臣"}]},"announcement":{"linkText":"圆信永丰双红利灵活配置混合型证券投资基金2024年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1071614","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec268d4369c9c836dc3eb","date":"2023-12-30T16:00:00.000Z","stockId":3000000000824,"sao":"2023年，上证综指下跌3.70%，深证成指下跌13.54%，创业板指下跌19.41%，主要指数呈先扬后抑的走势。板块方面，通信、传媒、计算机和电子涨幅较大，美容护理、商贸零售、房地产等跌幅较大，板块走势分化明显。本基金于全年投资策略保持稳定。报告期内本基金仍坚持高仓运作、长期持有、行业均衡、个股集中的配置策略。行业配置方面，食品饮料、机械、农业、电力设备、军工、建材等相对超配。","declarationDate":"2024-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T12:51:52.114Z","mo":"回顾2023年，国内经济复苏节奏存在一定波动，但总体稳健，全年GDP增速5.2%，顺利完成年初的增长目标。国内股票市场走势先高后低，随经济增长预期有所波动，结构上来看，TMT行业表现强势，传统经济表现一般，高分红资产受到追捧。展望2024年，全年GDP增长目标定在5%左右。我们对全年经济总量增长保持乐观态度，我们判断3%的赤字率和万亿特别国债叠加大规模设备更新和“三大工程”政策，投资端有望保持稳健增长；消费端将继续保持韧性，“以旧换新”政策将切实提升行业增长，居民消费倾向有望继续修复；净出口将回归正增长，对经济增长正向拉动。我们认为，今年CPI和PPI有望进入上行通道，企业需求和利润将继续呈现修复态势。中长期维度来看，我们仍然充满信心，即使面临诸多挑战和不确定性，我国经济增长的潜力仍然巨大，对内以“新质生产力”为代表的新生产力有望持续提升全要素生产率，而中国优秀企业的大规模出海之旅方兴未艾。国内权益市场，年初以来，国内A股遭遇短暂流动性问题，但在主管部门的干预下问题已经大幅缓解，体现了政府对于资本市场的支持与呵护。当前国内A股市场整体估值仍然便宜，考虑到全球可能进入到宽松周期，A股估值具备较大向上修复的潜力，并且随着企业利润进一步修复，我们判断股价向上的动能显著大于向下的动能。投资端，我们一如既往坚持核心价值观，寻找具有远大前景的优秀企业。未来，具有全球竞争力的先进制造领域、能持续提升社会劳动生产率的创新趋势、经济社会进步带来的高端消费和服务需求，以及符合未来国情和发展特征的行业中有望诞生一批世界级的优秀企业。我们坚持与优秀企业为伍，伴随企业做大做强并分享成长带来的收益，秉持投资初心，追求稳定合理的长期回报，持续为持有人创造价值。","fund":{"_id":3000000000824,"stockCode":"000824","stockType":"fund","areaCode":"cn","followedNum":21,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2014-10-19T16:00:00.000Z","setUpScale":1027980000,"market":"a","tickerId":824,"custody":"中国工商银行股份有限公司","name":"圆信永丰双红利灵活配置混合型证券投资基金","shortName":"圆信永丰双利(000824)","fundSecondLevel":"hybrid","__csrcFundId":2370,"fundStatus":"normal","lastUpdated":"2026-04-30T17:39:36.703Z","masterFundFlag":1,"inceptionDate":"2014-11-18T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰双利","pinyin":"yxyfshllhpzhhxzqtzjj","managers":[{"stockCode":"db20740534","stockType":"fund_manager","exchange":"fm","tickerId":303203110,"name":"陈臣"}]},"announcement":{"linkText":"圆信永丰双红利灵活配置混合型证券投资基金2023年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1052619","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec268d4369c9c836dc3ea","date":"2023-09-29T16:00:00.000Z","stockId":3000000000824,"sao":"2023年第三季度，上证指数下跌2.86%，深证成指下跌8.32%，创业板指下跌9.53%，主要指数在报告期内延续下跌走势。板块方面，非银金融、煤炭、石油石化、钢铁等行业涨幅靠前，电力设备、传媒、计算机、通信等行业下跌较多。本基金三季度投资策略保持稳定。报告期内基金的股票仓位维持在高位，行业配置方面，基金超配食品饮料、电力设备、机械设备、农林牧渔等行业。报告期内，虽然政府加大了政策托底的力度，经济数据也出现了企稳迹象，但从股市表现来看，市场普遍对经济增长的前景保持担忧。目前市场估值水平已经体现了较为悲观预期，而我们对于经济增长的前景相对乐观，因此我们认为当前权益市场提供了较好的长期回报空间。本基金将坚守价值观，坚信机会大于挑战，并始终追求合理稳定的长期回报，以不负信托之责。","declarationDate":"2023-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T12:51:52.107Z","fund":{"_id":3000000000824,"stockCode":"000824","stockType":"fund","areaCode":"cn","followedNum":21,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2014-10-19T16:00:00.000Z","setUpScale":1027980000,"market":"a","tickerId":824,"custody":"中国工商银行股份有限公司","name":"圆信永丰双红利灵活配置混合型证券投资基金","shortName":"圆信永丰双利(000824)","fundSecondLevel":"hybrid","__csrcFundId":2370,"fundStatus":"normal","lastUpdated":"2026-04-30T17:39:36.703Z","masterFundFlag":1,"inceptionDate":"2014-11-18T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰双利","pinyin":"yxyfshllhpzhhxzqtzjj","managers":[{"stockCode":"db20740534","stockType":"fund_manager","exchange":"fm","tickerId":303203110,"name":"陈臣"}]},"announcement":{"linkText":"圆信永丰双红利灵活配置混合型证券投资基金2023年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=988925","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec268d4369c9c836dc3e9","date":"2023-06-29T16:00:00.000Z","stockId":3000000000824,"sao":"2023年上半年，上证综指上涨3.65%，深证成指上涨0.10%，创业板指下跌5.61%，主要指数呈先扬后抑的走势。板块方面，通信、传媒、计算机涨幅较大，商贸零售、房地产等跌幅较大，板块分化较为明显。本基金于上半年投资策略保持稳定。报告期内本基金仍然坚持高仓运作、长期持有、行业均衡、个股集中的配置策略。行业配置方面，食品饮料、农业、建材、电力设备新能源、军工等相对超配。","declarationDate":"2023-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T12:51:52.100Z","mo":"2023年上半年，国内经济总体稳中向好，经济复苏节奏略有起伏，我们认为全年国内GDP增速将在5%以上。上半年国内市场表现一般，板块分化比较明显，新技术方向的个股表现显著优于传统行业。我们对国内经济前景持乐观态度。从短期角度看，疫后经济经历正常的脉冲回落后，大概率仍将持续复苏；企业PPI、库存和利润可能进入向上拐点；政策拐点也已经明确来临，因此我们对未来一段时间内的经济状况很有信心。从中长期角度看，即使面临人口、内外部环境等诸多挑战，我们认为国内经济增长的潜力仍然较大，科技进步和对外能力输出对经济增长拉动的潜力仍大，人民对美好生活的追求并没有止步，我们对国家中长期前景坚定乐观。对于权益市场而言，我们同样认为机遇大于挑战。目前国内权益市场从成长、估值角度衡量，无论是在国内大类资产中还是在国际市场间的比较中，都具备非常高的性价比优势。另一方面，有一些优质资产的估值，在历史偏低的位置，提供了不错的长期回报空间。具有全球竞争力的先进制造领域、能持续提升社会劳动生产率的创新趋势、经济社会进步带来的高端消费和服务需求，以及一些符合未来国情和发展特征的行业，仍是我们研究和投资的重点方向。本基金将始终坚守对基金持有人信托责任之初心，面对纷繁复杂的市场环境，秉持做长期正确的事情的核心出发点，探寻中国发展过程中的投资机遇，为持有人创造价值。","fund":{"_id":3000000000824,"stockCode":"000824","stockType":"fund","areaCode":"cn","followedNum":21,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2014-10-19T16:00:00.000Z","setUpScale":1027980000,"market":"a","tickerId":824,"custody":"中国工商银行股份有限公司","name":"圆信永丰双红利灵活配置混合型证券投资基金","shortName":"圆信永丰双利(000824)","fundSecondLevel":"hybrid","__csrcFundId":2370,"fundStatus":"normal","lastUpdated":"2026-04-30T17:39:36.703Z","masterFundFlag":1,"inceptionDate":"2014-11-18T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰双利","pinyin":"yxyfshllhpzhhxzqtzjj","managers":[{"stockCode":"db20740534","stockType":"fund_manager","exchange":"fm","tickerId":303203110,"name":"陈臣"}]},"announcement":{"linkText":"圆信永丰双红利灵活配置混合型证券投资基金2023年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=963328","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec268d4369c9c836dc3e8","date":"2023-03-30T16:00:00.000Z","stockId":3000000000824,"sao":"2023年第一季度，上证指数上涨5.94%，深证成指上涨6.45%，创业板指上涨2.25%。主要指数在报告期内均实现上涨，板块方面，计算机、传媒、通信、电子领涨且涨幅较大，房地产、商贸零售、银行表现较差。本基金于一季度内投资策略基本稳定。报告期内基金的股票仓位保持在高位，行业配置方面，基金配置总体均衡，超配食品饮料、农业、机械、建材、电力设备新能源等行业。报告期内，市场对经济增长预期逐步回归理性，从市场的表现来看，传统经济相关的标的表现较弱，而以AI为代表的新技术方向表现强势。我们对未来的经济前景持乐观态度，传统经济增长引擎仍将保持较强的韧性，而潜在的技术变革有望驱动经济的下一轮增长。在投资上，在寻找业绩可持续快速成长的伟大企业的过程中，我们对于确定性的要求高于潜在成长性，以期为投资者创造合理稳定的长期回报。","declarationDate":"2023-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T12:51:52.092Z","fund":{"_id":3000000000824,"stockCode":"000824","stockType":"fund","areaCode":"cn","followedNum":21,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2014-10-19T16:00:00.000Z","setUpScale":1027980000,"market":"a","tickerId":824,"custody":"中国工商银行股份有限公司","name":"圆信永丰双红利灵活配置混合型证券投资基金","shortName":"圆信永丰双利(000824)","fundSecondLevel":"hybrid","__csrcFundId":2370,"fundStatus":"normal","lastUpdated":"2026-04-30T17:39:36.703Z","masterFundFlag":1,"inceptionDate":"2014-11-18T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰双利","pinyin":"yxyfshllhpzhhxzqtzjj","managers":[{"stockCode":"db20740534","stockType":"fund_manager","exchange":"fm","tickerId":303203110,"name":"陈臣"}]},"announcement":{"linkText":"圆信永丰双红利灵活配置混合型证券投资基金2023年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=880534","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec268d4369c9c836dc3e7","date":"2022-12-30T16:00:00.000Z","stockId":3000000000824,"sao":"2022年国内主要指数均呈现震荡下跌走势，其中上证综指下跌15.13%，深证成指下跌25.85%，创业板指下跌29.37%。从板块结构上来看，煤炭行业表现突出，实现了较高的正回报；其余绝大部分行业均不同程度下跌，电子、建材、传媒、计算机、电力设备、军工等跌幅都较大。本基金在2022年全年投资策略保持稳定，坚持基于深度研究寻找具有远大前景的优秀公司，配置上仍然呈现出高仓位、低换手、行业均衡、个股集中的特点。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T12:51:52.085Z","mo":"2022年国内宏观、微观和市场均受到了疫情反复的不利影响，但随着去年四季度“二十大”的胜利召开以及防疫政策的积极调整，国内企业和个人对未来的信心大幅增强，国家即将进入一个新的发展阶段。展望2023年，我们对整体宏观经济、微观企业增长以及市场整体走势都保持乐观态度。首先，“两会”政府工作报告将今年经济增长定在5%左右，传递出经济发展稳中求进的信号，提振了信心，稳定了预期。我们认为，随着经济活动逐步恢复正常，消费和投资均有望迎来不错的增长，因此今年国内经济的复苏不仅确定性强，而且有可能会落在5%之上。其次，随着政府工作重心偏向经济，我们观察到微观企业家、经营主体以及员工，都有着极强的发展意愿，干劲十足，有望进一步激发经济活力和发展潜力。最后，从整个估值角度来看，目前国内市场整体估值水平合理，我们认为其仍然是国内乃至全球最佳配置选择之一。我们今年将保持积极的配置策略，重点关注具有全球竞争力的先进制造领域，能持续提升社会劳动生产率的创新方向，经济/社会进步带来的高端消费/服务需求，希望能持续为投资者创造价值。","fund":{"_id":3000000000824,"stockCode":"000824","stockType":"fund","areaCode":"cn","followedNum":21,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2014-10-19T16:00:00.000Z","setUpScale":1027980000,"market":"a","tickerId":824,"custody":"中国工商银行股份有限公司","name":"圆信永丰双红利灵活配置混合型证券投资基金","shortName":"圆信永丰双利(000824)","fundSecondLevel":"hybrid","__csrcFundId":2370,"fundStatus":"normal","lastUpdated":"2026-04-30T17:39:36.703Z","masterFundFlag":1,"inceptionDate":"2014-11-18T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰双利","pinyin":"yxyfshllhpzhhxzqtzjj","managers":[{"stockCode":"db20740534","stockType":"fund_manager","exchange":"fm","tickerId":303203110,"name":"陈臣"}]},"announcement":{"linkText":"圆信永丰双红利灵活配置混合型证券投资基金2022年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=870263","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec268d4369c9c836dc3e6","date":"2022-09-29T16:00:00.000Z","stockId":3000000000824,"sao":"2022年第三季度，上证综指下跌11.01%，深证成指下跌16.42%，创业板指下跌18.56%。主要指数在报告期内呈现持续下跌走势，板块方面，煤炭表现相对较好，建材、电力设备、电子等跌幅较大。本基金于三季度内投资策略保持稳定。报告期内基金的股票仓位维持高位，行业配置方面，本基金总体配置均衡，超配新能源、化工、食品饮料、机械等行业。报告期内，受国内外宏观经济情况负面影响，国内股票市场整体表现较弱，市场信心不强。今年内外部宏观政治经济环境的挑战较大，但我们对国家长期前景充满信心。我们相信，在中国式现代化的道路上，必然会诞生一批伟大企业，而我们的目标即是找到并坚定投资于这些优秀企业，分享企业成长过程中持续创造的价值，并努力为基金持有人带来合理稳定的长期回报。","declarationDate":"2022-10-25T16:00:00.000Z","lastUpdated":"2026-03-09T12:51:52.078Z","fund":{"_id":3000000000824,"stockCode":"000824","stockType":"fund","areaCode":"cn","followedNum":21,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2014-10-19T16:00:00.000Z","setUpScale":1027980000,"market":"a","tickerId":824,"custody":"中国工商银行股份有限公司","name":"圆信永丰双红利灵活配置混合型证券投资基金","shortName":"圆信永丰双利(000824)","fundSecondLevel":"hybrid","__csrcFundId":2370,"fundStatus":"normal","lastUpdated":"2026-04-30T17:39:36.703Z","masterFundFlag":1,"inceptionDate":"2014-11-18T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰双利","pinyin":"yxyfshllhpzhhxzqtzjj","managers":[{"stockCode":"db20740534","stockType":"fund_manager","exchange":"fm","tickerId":303203110,"name":"陈臣"}]},"announcement":{"linkText":"圆信永丰双红利灵活配置混合型证券投资基金2022年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=804850","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec268d4369c9c836dc3e5","date":"2022-06-29T16:00:00.000Z","stockId":3000000000824,"sao":"2022年上半年，上证综指下跌6.63%，深证成指下跌13.20%，创业板指下跌15.41%，主要指数呈先抑后扬的走势。板块方面，煤炭、交运、地产、有色等相对表现良好，电子、计算机、传媒、军工等跌幅较大。本基金于上半年保持了投资策略的稳定性。报告期内本基金仍然坚持高仓位运作、长期持有、行业均衡、个股集中的配置策略。行业配置方面，新能源、食品饮料、化工、建材等相对超配，个股方面，根据预期回报水平动态调整持仓，以期提高长期回报水平。","declarationDate":"2022-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T12:51:52.069Z","mo":"2022年以来，国内外宏观经济形势持续面临挑战。受疫情、地缘政治、经济周期等多重因素叠加影响，全球宏观经济增长前景愈发不明朗，导致全球股市波动加大。回顾国内市场过去半年的情况，以新兴赛道、热门主题为代表的经济新动能表现相对较好，而传统蓝筹股票的表现相对平淡；中小市值公司的股票表现优于大市值企业。我们对国家宏观经济和权益市场的前景始终保持乐观。目前市场对经济前景预期看法不一，虽然短期内市场股价的表现也有其内在的逻辑及其合理性，但我们相信国内经济抵御下行风险的韧性仍然强大，政策具备不断自我调整纠偏的能力。如果把时间维度拉长、眼界放大，国家在中长期内的相对竞争优势就显得更加明显，我们的信心也就越强。我们中长期看好那些具备长期全球竞争力的先进制造、科技创新等方向，同时看好经济、社会进步带来的高端消费、服务需求，上述领域中的优秀企业将在未来很长一段时间提供良好的投资回报。本基金将始终坚持以长期思维进行投资决策，坚持做长期正确的事情，避免短期博弈思维。今年以来的市场风格较为极致，我们并没有简单迎合市场短期的风格，仍然着眼于企业中长期的潜在持续成长能力。我们希望通过陪伴优秀企业成长，努力争取长期合理的回报，不负信托之责。","fund":{"_id":3000000000824,"stockCode":"000824","stockType":"fund","areaCode":"cn","followedNum":21,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2014-10-19T16:00:00.000Z","setUpScale":1027980000,"market":"a","tickerId":824,"custody":"中国工商银行股份有限公司","name":"圆信永丰双红利灵活配置混合型证券投资基金","shortName":"圆信永丰双利(000824)","fundSecondLevel":"hybrid","__csrcFundId":2370,"fundStatus":"normal","lastUpdated":"2026-04-30T17:39:36.703Z","masterFundFlag":1,"inceptionDate":"2014-11-18T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰双利","pinyin":"yxyfshllhpzhhxzqtzjj","managers":[{"stockCode":"db20740534","stockType":"fund_manager","exchange":"fm","tickerId":303203110,"name":"陈臣"}]},"announcement":{"linkText":"圆信永丰双红利灵活配置混合型证券投资基金2022年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=783661","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec268d4369c9c836dc3e4","date":"2022-03-30T16:00:00.000Z","stockId":3000000000824,"sao":"2022年第一季度，上证综指下跌10.65%，深圳成指下跌18.44%，创业板指下跌19.96%。主要指数持续下行，除了煤炭、地产、银行等板块，绝大部分行业板块下跌，其中电子、军工、汽车、家电、食品饮料等跌幅较大。本基金于一季度保持了投资策略的稳定性。报告期内基金维持了较高的股票仓位，行业配置方面，本基金超配了新能源、建材、化工、农业、科技等行业。报告期内，国内股票市场跌幅较大，机构重仓股跌幅尤大。今年市场的表现，反映的是国内外宏观经济、地缘政治、疫情等不利因素的综合结果，我们认为，未来经济确可能迎来较大的挑战，但对股票市场而已，黎明亦在不远方。在这一关键时期，我们更须择善固执，国家、企业坚持做于长远发展有利的事情，我们坚守正确的投资价值观，投资于更好的未来，争取令人满意的长期回报水平。","declarationDate":"202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化工、建材、工业软件、物联网、农业等行业有较多的配置。","declarationDate":"2021-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T12:51:52.042Z","mo":"2021年上半年，市场表现冰火两重天，周期性行业，钢铁、煤炭、化工和有色金属等表现亮眼，大幅领先市场；新能源汽车、光伏、半导体等新兴领域表现同样亮眼；大消费领域整体萎靡不振；金融地产哀鸿遍野。展望将来，市场指数点位的波动难以判断，我们的价值投资理念并不受市场短期波动的影响，投资策略始终基于对企业的价值分析，在单个目标企业的买卖时机选择上，主要根据企业的中长期价值，适当考虑中短期的业务景气度，持股周期较长。我们优选具备高护城河的优秀企业，注重企业的质地和增长的长期持续性，也注重估值和企业价值的匹配。","fund":{"_id":3000000000824,"stockCode":"000824","stockType":"fund","areaCode":"cn","followedNum":21,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2014-10-19T16:00:00.000Z","setUpScale":1027980000,"market":"a","tickerId":824,"custody":"中国工商银行股份有限公司","name":"圆信永丰双红利灵活配置混合型证券投资基金","shortName":"圆信永丰双利(000824)","fundSecondLevel":"hybrid","__csrcFundId":2370,"fundStatus":"normal","lastUpdated":"2026-04-30T17:39:36.703Z","masterFundFlag":1,"inceptionDate":"2014-11-18T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰双利","pinyin":"yxyfshllhpzhhxzqtzjj","managers":[{"stockCode":"db20740534","stockType":"fund_manager","exchange":"fm","tickerId":303203110,"name":"陈臣"}]},"announcement":{"linkText":"圆信永丰双红利灵活配置混合型证券投资基金2021年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=633825","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec268d4369c9c836dc3e0","stockId":3000000000824,"sao":"一季度的A股市场：在经历了2019年、2020年以及2021年春节之前的大幅上涨之后，市场在春节之后出现了大幅调整，前期涨幅巨大的龙头股普遍跌幅较大。周期股、银行股和公用事业股票表现出了相对于市场的显著收益。基金投资策略和运作分析：基金在一季度显著跑赢市场，短期的业绩有偶然性，我们依然坚持价值投资理念，希望中长期的投资收益来自于企业持续的业绩增长和股息回报。我们选择优秀公司的标准主要有以下几点：①好的商业模式，也就是所投入资本，在当前或者未来，能够长期可持续的创造良好的现金流回报，好的商业模式一般财务报表的质量较高。②极强的核心竞争力，商业的本质是竞争，没有竞争力，只能随波逐流，无法创造超额回报。③较大的发展空间。④优秀的企业文化，主要包括公司治理、企业家精神以及公司过往所表现出来的做事风格等方面。我们对企业的估值较为看重，展望未来3-5年，持有的预期收益率一定要足够才能够买入或者继续持有。基金重点配置了优质的消费品、科技和制造业龙头企业，当前阶段，我们很看好制造业中能够更好的利用现代信息技术的企业，细分来看，我们在化工、建材、工业软件、物联网、农业和食品饮料等行业有较多的配置。","date":"2021-03-30T16:00:00.000Z","declarationDate":"2021-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T12:51:52.035Z","fund":{"_id":3000000000824,"stockCode":"000824","stockType":"fund","areaCode":"cn","followedNum":21,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2014-10-19T16:00:00.000Z","setUpScale":1027980000,"market":"a","tickerId":824,"custody":"中国工商银行股份有限公司","name":"圆信永丰双红利灵活配置混合型证券投资基金","shortName":"圆信永丰双利(000824)","fundSecondLevel":"hybrid","__csrcFundId":2370,"fundStatus":"normal","lastUpdated":"2026-04-30T17:39:36.703Z","masterFundFlag":1,"inceptionDate":"2014-11-18T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰双利","pinyin":"yxyfshllhpzhhxzqtzjj","managers":[{"stockCode":"db20740534","stockType":"fund_manager","exchange":"fm","tickerId":303203110,"name":"陈臣"}]},"announcement":{"linkText":"圆信永丰双红利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=572296","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec268d4369c9c836dc3df","stockId":3000000000824,"sao":"过去一年的市场：在经历了2019年的修复性上涨之后，市场继续上涨，2020年全年上证综指上涨13.87%，沪深300指数上涨27.21%，业绩确定性强的优质龙头和发展前景较好的新能源等行业表现优于市场，代表性的白酒、免税、工程机械、新能源和强势医药龙头等大幅跑赢市场。这是市场对业绩确定性的反应，但我们也应该看到，部分龙头企业的估值也在抬升，部分企业的估值甚至超出了合理区间。基金投资策略和运作分析：基金全年取得了超过上证综指和沪深300指数的收益，我们依然坚持价值投资理念，希望中长期的投资收益来自于企业持续的业绩增长和股息回报。我们选择优秀公司的标准主要有以下几点：①好的商业模式，也就是所投入资本，在当前或者未来，能够长期可持续的创造良好的现金流回报，好的商业模式一般财务报表的质量较高。②极强的核心竞争力，商业的本质是竞争，没有竞争力，只能随波逐流，无法创造超额回报。③较大的发展空间。④优秀的企业文化，主要包括公司治理、企业家精神以及公司过往所表现出来的做事风格等方面。我们对企业的估值较为看重，展望未来3-5年，持有的预期收益率一定要足够才能够买入或者继续持有。基金重点配置了优质的消费品、科技和制造业龙头企业，细分来看，我们在化工、建材、工业软件、物联网、农业和食品饮料等行业有较多的配置。","date":"2020-12-30T16:00:00.000Z","declarationDate":"2021-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T12:51:52.027Z","mo":"2021年春节之后，市场出现大幅调整，积累的风险得以部分释放，同时，周期性行业和部分低估值的优质企业表现较好。展望将来，我们的价值投资理念并不受市场短期波动的影响，投资策略始终基于对企业的价值分析，在单个目标企业的买卖时机选择上，主要根据企业的中长期价值，适当考虑中短期的业务景气度，持股周期较长。我们优选具备高护城河的优秀企业，注重企业的质地和增长的长期持续性，也更加注重估值和企业价值的匹配。","fund":{"_id":3000000000824,"stockCode":"000824","stockType":"fund","areaCode":"cn","followedNum":21,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2014-10-19T16:00:00.000Z","setUpScale":1027980000,"market":"a","tickerId":824,"custody":"中国工商银行股份有限公司","name":"圆信永丰双红利灵活配置混合型证券投资基金","shortName":"圆信永丰双利(000824)","fundSecondLevel":"hybrid","__csrcFundId":2370,"fundStatus":"normal","lastUpdated":"2026-04-30T17:39:36.703Z","masterFundFlag":1,"inceptionDate":"2014-11-18T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰双利","pinyin":"yxyfshllhpzhhxzqtzjj","managers":[{"stockCode":"db20740534","stockType":"fund_manager","exchange":"fm","tickerId":303203110,"name":"陈臣"}]},"announcement":{"linkText":"圆信永丰双红利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=556827","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec268d4369c9c836dc3de","stockId":3000000000824,"sao":"2020年三季度的A股市场：随着国内疫情逐步得到有效控制，经济逐步复苏，市场在三季度反应较为积极，整个三季度，上证指数上涨7.82%，沪深300指数上涨10.17%。基金投资策略和运作分析：基金三季度的收益好于上证指数和沪深300指数。我们依然坚持投资能长期持续创造价值的企业，基金配置了大消费、科技创新、先进制造和金融地产行业龙头，在5G后市场、科技创新等领域适当增加了布局。短期操作方面，有局部调整，基金增持了部分市场空间巨大，且公司具备突出核心竞争力的个股，减持了部分未来不确定增大，长期发展空间受限的个股。","date":"2020-09-29T16:00:00.000Z","declarationDate":"2020-10-27T16:00:00.000Z","lastUpdated":"2026-03-09T12:51:52.020Z","fund":{"_id":3000000000824,"stockCode":"000824","stockType":"fund","areaCode":"cn","followedNum":21,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2014-10-19T16:00:00.000Z","setUpScale":1027980000,"market":"a","tickerId":824,"custody":"中国工商银行股份有限公司","name":"圆信永丰双红利灵活配置混合型证券投资基金","shortName":"圆信永丰双利(000824)","fundSecondLevel":"hybrid","__csrcFundId":2370,"fundStatus":"normal","lastUpdated":"2026-04-30T17:39:36.703Z","masterFundFlag":1,"inceptionDate":"2014-11-18T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰双利","pinyin":"yxyfshllhpzhhxzqtzjj","managers":[{"stockCode":"db20740534","stockType":"fund_manager","exchange":"fm","tickerId":303203110,"name":"陈臣"}]},"announcement":{"linkText":"圆信永丰双红利灵活配置混合型证券投资基金2020年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=489137","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec268d4369c9c836dc3dd","stockId":3000000000824,"sao":"我们依然坚持投资能长期持续创造价值的企业。基金配置了大消费、金融地产、廉价航空、化工、金融等行业龙头，在5G后市场、医药等领域有少量布局。短期操作方面，有局部调整，基金增持了部分市场空间巨大，且公司具备突出核心竞争力的个股。","date":"2020-06-29T16:00:00.000Z","declarationDate":"2020-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T12:51:52.012Z","mo":"判断短期的市场是比较困难的，整体上看，目前沪深300静态回报率仍处于较好的位置，整体估值仍具备较高性价比。以科技创新、消费升级和医疗健康为代表的行业，是经济转型的大方向，代表未来，依然是我们重点关注的方向，但短期不少企业的估值已经不低，在挑选企业的时候需要更加注重公司的长期竞争力。中国在制造业上具有比较优势，其中有不少细分的行业龙头当前具备较好的投资价值，此外，受益于供给侧集中的行业，比如金融地产中具备显著竞争优势的龙头企业也值得重点关注。中长期看，我们看好中国经济转型和资本市场改革带来的中长期投资机会，当今中国是全球第二大经济体，拥有巨大的消费市场和人才红利，强大的经济动能必然能够带来资本市场的繁荣。我们依然继续看好权益类资产配置的大方向，它是具备显著的长期配置价值的。展望未来，我们依然选择和中国最优秀的企业站在一起，在满意的预期回报下，长期持有能持续创造价值的优秀企业，分享企业的成长带来的收益。","fund":{"_id":3000000000824,"stockCode":"000824","stockType":"fund","areaCode":"cn","followedNum":21,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2014-10-19T16:00:00.000Z","setUpScale":1027980000,"market":"a","tickerId":824,"custody":"中国工商银行股份有限公司","name":"圆信永丰双红利灵活配置混合型证券投资基金","shortName":"圆信永丰双利(000824)","fundSecondLevel":"hybrid","__csrcFundId":2370,"fundStatus":"normal","lastUpdated":"2026-04-30T17:39:36.703Z","masterFundFlag":1,"inceptionDate":"2014-11-18T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰双利","pinyin":"yxyfshllhpzhhxzqtzjj","managers":[{"stockCode":"db20740534","stockType":"fund_manager","exchange":"fm","tickerId":303203110,"name":"陈臣"}]},"announcement":{"linkText":"圆信永丰双红利灵活配置混合型证券投资基金2020年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=457686","linkType":"PDF","source":"csrc_pdf"}}]}