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 本基金重点布局了高端制造相关产业链优质个股，侧重于国产替代方向的优质个股投资。","declarationDate":"2024-07-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:03:02.503Z","mo":"从2024年上半年经济、通胀、金融数据来看，当前我国企业、居民、地方政府均处于偏收缩的状态中，内需持续偏弱。海外通胀数据陆续出现分化，美国经济是否能软着陆还存在一定不确定性，后续出口或很难延续高增长态势。这意味着在大力度的需求端刺激政策出台之前，下半年经济下滑的趋势或难以扭转。预计下半年A股市场仍然是以结构性机会为主，TMT整体板块在人工智能、苹果创新、半导体周期见底等因素带动下，可能仍然具有一定的相对收益。  中国正从\"制造业大国\"向\"制造业强国\"转型，通过推动高科技大规模应用，刺激新需求的产生，摆脱经济下行的结构性问题。在此背景下，具有创新能力，并且建立了长期壁垒的装备制造公司，有着较高投资价值。在后续的基金操作中，我们将继续在市场中精选具备竞争力、估值与成长相匹配的优质个股，力争持续为投资者获取投资收益。","fund":{"_id":3000000001060,"stockCode":"001060","stockType":"fund","areaCode":"cn","followedNum":7,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2015-03-04T16:00:00.000Z","setUpScale":3212750000,"market":"a","tickerId":1060,"custody":"交通银行股份有限公司","name":"前海开源高端装备制造灵活配置混合型证券投资基金","shortName":"前海开源高端装备制造混合A","fundSecondLevel":"hybrid","__csrcFundId":2460,"fundStatus":"normal","lastUpdated":"2025-01-24T17:10:12.048Z","masterFundFlag":1,"inceptionDate":"2015-03-26T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源高端装备制造混合","pinyin":"qhkygdzbzzlhpzhhxzqtzjj","managers":[{"stockCode":"db20661196","stockType":"fund_manager","exchange":"fm","tickerId":2303193140,"name":"魏淳"}]},"announcement":{"linkText":"前海开源高端装备制造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=1146125","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5067fea5b3eb043ebbd","date":"2024-03-30T16:00:00.000Z","stockId":3000000001060,"sao":"本报告期内，宏观基本面上，中国经济呈现温和复苏，消费、固定资产投资和进出口数据超预期回升。根据国家统计局数据，中国3月官方制造业和非制造业采购经理指数（PMI）分别录得50.8%和53%，均高于预期，显示出制造业和非制造业活动的复苏态势。在国内经济复苏超市场预期的背景下，A股市场在二月触底后迎来反弹。本报告期内，本基金保持了较高仓位，重点配置了以国产替代为主线的半导体设备等领域的股票。","declarationDate":"2024-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:03:02.500Z","fund":{"_id":3000000001060,"stockCode":"001060","stockType":"fund","areaCode":"cn","followedNum":7,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2015-03-04T16:00:00.000Z","setUpScale":3212750000,"market":"a","tickerId":1060,"custody":"交通银行股份有限公司","name":"前海开源高端装备制造灵活配置混合型证券投资基金","shortName":"前海开源高端装备制造混合A","fundSecondLevel":"hybrid","__csrcFundId":2460,"fundStatus":"normal","lastUpdated":"2025-01-24T17:10:12.048Z","masterFundFlag":1,"inceptionDate":"2015-03-26T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源高端装备制造混合","pinyin":"qhkygdzbzzlhpzhhxzqtzjj","managers":[{"stockCode":"db20661196","stockType":"fund_manager","exchange":"fm","tickerId":2303193140,"name":"魏淳"}]},"announcement":{"linkText":"前海开源高端装备制造灵活配置混合型证券投资基金2024年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1072853","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5067fea5b3eb043ebbc","date":"2023-12-30T16:00:00.000Z","stockId":3000000001060,"sao":"作为三年新冠疫情防控转段后经济恢复发展的一年，2023年经济整体向好回升，2023年全年实际GDP同比增长5.2%，较2022年3%的增速回升。2023年CPI年度同比上涨0.2%，PPI年度同比下降3.0%，物价指数整体偏低以及修复速度偏慢，反应2023年经济仍然处于修复之中，并且在边际上经济内生动力仍然不强，说明国内经济有效需求不足、社会预期偏弱。2023年以来在美联储、欧洲央行大幅加息和俄乌冲突的双重影响下，美国、欧洲经济明显放缓，进口需求减弱，最终导致2023年我国以美元计价出口额同比下降4.6%。在此背景下，2023全年沪深300指数下跌11.38%。  投资策略上，本基金保持了较高仓位，主要配置了高端装备制造相关的优质证券。","declarationDate":"2024-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:03:02.498Z","mo":"展望2024年，当前经济仍存在下行压力，主要原因是外部环境不确定性较强，国内需求水平仍有改善空间，以及地产复苏的持续性尚需观察。经济回升向好仍需政策端的持续支持，而政策加码的力度以及后续政策效果的验证都会影响市场信心恢复。从周期视角看，尽管国内与海外库存周期基本见底，但库存是否能够上行还需要等房地产销售企稳、宏观调控政策见效，以及内需与外需的进一步恢复。从行业视角来看，面对房地产持续转型的影响，正在成长的新行业与新动能短期还不能完全对冲房地产下行对经济带来的负面影响，但2024年海外货币政策转向将有利于中国出口与新兴产业的进一步恢复。因此，对2024年整体A股市场走势保持谨慎乐观态度，预计大盘指数将随着政策发力有一定上行空间，但市场仍然是以结构性机会为主。  本基金主要投资于高端装备制造相关的优质证券，将努力根据市场情况精选行业和个股，争取为持有人创造更高收益。","fund":{"_id":3000000001060,"stockCode":"001060","stockType":"fund","areaCode":"cn","followedNum":7,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2015-03-04T16:00:00.000Z","setUpScale":3212750000,"market":"a","tickerId":1060,"custody":"交通银行股份有限公司","name":"前海开源高端装备制造灵活配置混合型证券投资基金","shortName":"前海开源高端装备制造混合A","fundSecondLevel":"hybrid","__csrcFundId":2460,"fundStatus":"normal","lastUpdated":"2025-01-24T17:10:12.048Z","masterFundFlag":1,"inceptionDate":"2015-03-26T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源高端装备制造混合","pinyin":"qhkygdzbzzlhpzhhxzqtzjj","managers":[{"stockCode":"db20661196","stockType":"fund_manager","exchange":"fm","tickerId":2303193140,"name":"魏淳"}]},"announcement":{"linkText":"前海开源高端装备制造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=1058262","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5067fea5b3eb043ebbb","date":"2023-09-29T16:00:00.000Z","stockId":3000000001060,"sao":"本报告期内，宏观基本面上，国内经济逐步改善，8月份工业企业利润同比增长17.2%，实现自去年下半年以来首次正增长，9月PMI回升至荣枯线上，预计后续国内经济继续平稳恢复为主。但国内经济改善速度仍然低于预期，且美债收益率持续上行压制全球风险资产价格，在国内基本面修复偏慢和海外资金面收紧的双重压力下，A股市场三季度震荡向下。本报告期内，本基金保持了较高仓位，重点配置了以国产替代为主线的半导体设备等领域的股票。","declarationDate":"2023-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:03:02.495Z","fund":{"_id":3000000001060,"stockCode":"001060","stockType":"fund","areaCode":"cn","followedNum":7,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2015-03-04T16:00:00.000Z","setUpScale":3212750000,"market":"a","tickerId":1060,"custody":"交通银行股份有限公司","name":"前海开源高端装备制造灵活配置混合型证券投资基金","shortName":"前海开源高端装备制造混合A","fundSecondLevel":"hybrid","__csrcFundId":2460,"fundStatus":"normal","lastUpdated":"2025-01-24T17:10:12.048Z","masterFundFlag":1,"inceptionDate":"2015-03-26T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源高端装备制造混合","pinyin":"qhkygdzbzzlhpzhhxzqtzjj","managers":[{"stockCode":"db20661196","stockType":"fund_manager","exchange":"fm","tickerId":2303193140,"name":"魏淳"}]},"announcement":{"linkText":"前海开源高端装备制造灵活配置混合型证券投资基金2023年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=990029","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5067fea5b3eb043ebba","date":"2023-06-29T16:00:00.000Z","stockId":3000000001060,"sao":"2023年上半年实际GDP同比累计增长5.5%，其中2季度实际GDP同比增长6.3%。整体来看，国内经济在疫情后已经基本企稳，从经济运行的月度节奏看，2季度经济呈现“V”字型，4月和5月经济显著下行，6月出现企稳迹象。虽然从数据上看经济基本企稳，但疫情影响了居民、企业对风险和不确定性的认知，叠加全球经济下行和收缩，居民、企业对后续经济展望信心比较脆弱，主动或被动地放缓资产负债表扩张、降低风险投资的比例。在此背景下，2023上半年沪深300指数在一月大幅反弹后，处于持续下跌趋势中，A股市场热点集中于与经济基本面关系不大的人工智能、数字经济板块。  本基金重点布局了高端制造相关产业链优质个股，侧重于国产替代方向的优质个股投资。","declarationDate":"2023-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:03:02.493Z","mo":"展望2023年下半年，由于上半年实际GDP同比增长5.5%，完成年初两会制定的全年GDP目标增速5%，下半年增速只需要达到4.6%，预计大概率能够完成该目标。另外在对整体经济保持高质量发展的要求下，预计下半年可能不会有重大刺激政策出台，在政策端仍将偏重科技和产业安全。预计下半年A股市场仍然是以结构性机会为主，TMT整体板块在人工智能、数字经济、半导体周期见底等因素带动下，仍然具有一定的相对收益。  中国正从\"制造业大国\"向\"制造业强国\"转型，通过推动高科技大规模应用，刺激新需求的产生，摆脱经济下行的结构性问题。在此背景下，具有创新能力，并且建立了长期壁垒的装备制造公司，有着较高投资价值。在后续的基金操作中，我们将从继续在A股与港股市场中，精选具备竞争力、估值与成长相匹配的优质个股，目标持续为投资者获取投资收益。","fund":{"_id":3000000001060,"stockCode":"001060","stockType":"fund","areaCode":"cn","followedNum":7,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2015-03-04T16:00:00.000Z","setUpScale":3212750000,"market":"a","tickerId":1060,"custody":"交通银行股份有限公司","name":"前海开源高端装备制造灵活配置混合型证券投资基金","shortName":"前海开源高端装备制造混合A","fundSecondLevel":"hybrid","__csrcFundId":2460,"fundStatus":"normal","lastUpdated":"2025-01-24T17:10:12.048Z","masterFundFlag":1,"inceptionDate":"2015-03-26T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源高端装备制造混合","pinyin":"qhkygdzbzzlhpzhhxzqtzjj","managers":[{"stockCode":"db20661196","stockType":"fund_manager","exchange":"fm","tickerId":2303193140,"name":"魏淳"}]},"announcement":{"linkText":"前海开源高端装备制造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=965361","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5067fea5b3eb043ebb9","date":"2023-03-30T16:00:00.000Z","stockId":3000000001060,"sao":"报告期内，国内外宏观环境仍然呈现剧烈变化的态势。国内方面，由于新冠疫情的影响消除，叠加政策的积极引导，经济基本面呈现较好的复苏态势。但是3月后随着“稳增长”政策的逐步落地，经济增长的模式向内生增长切换，市场主体信心仍然没有完全修复，对后续经济内生增长的持续性仍存疑虑。国际方面，随着海外央行加息进入尾声，金融系统出现不稳定迹象，经济数据也随之回落，预示着欧美地区出现金融危机和经济衰退的概率正在加大。  市场方面，受国内经济复苏的影响，报告期内A股市场呈现上涨态势，沪深300指数上涨4.63%，但是呈现先涨后跌态势，反映出市场对经济增长持续性的分歧。从板块上看，受益于经济复苏的“顺周期”类资产先涨后跌，TMT板块受益于人工智能技术的突破，涨幅最大。  从长期看，我们认为制造业的转型升级是中国经济的一个长期亮点，具备长期的、丰富的投资机会。报告期内，综合考虑宏观环境、行业景气周期的位置、股票估值的性价比，以及未来基本面变化趋势等因素，我们重点配置于机械、化工、半导体和医疗装备等领域。  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