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后续操作中，我们仍将精选具备长期增长潜力、拥有核心竞争力、估值与成长相匹配的优质个股，努力为投资者创造可持续的投资回报。","fund":{"_id":3000000001178,"stockCode":"001178","stockType":"fund","areaCode":"cn","followedNum":106,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2015-04-22T16:00:00.000Z","setUpScale":1214270000,"market":"a","tickerId":1178,"custody":"中国建设银行股份有限公司","name":"前海开源再融资主题精选股票型证券投资基金","shortName":"前海开源再融资股票(001178)","fundSecondLevel":"company","__csrcFundId":3938,"fundStatus":"normal","lastUpdated":"2026-04-30T17:50:48.746Z","masterFundFlag":1,"inceptionDate":"2015-05-17T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源再融资股票","pinyin":"qhkyzrzztjxgpxzqtzjj","managers":[{"stockCode":"8801390870","stockType":"fund_manager","exchange":"fm","tickerId":1710159160,"name":"邱杰"}]},"announcement":{"linkText":"前海开源再融资主题精选股票型证券投资基金2024年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1251946","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5227fea5b3eb0440fec","date":"2024-09-29T16:00:00.000Z","stockId":3000000001178,"sao":"三季度国内经济仍承受下行压力。房地产开发投资保持低迷态势，固定资产投资增速继续走弱；社会消费品零售总额增速仍然疲弱；只有出口增速相对良好；制造业PMI指数持续徘徊在荣枯线之下。物价方面， CPI保持在较弱的微增区间；PPI仍为负增长。  9月24日，多项支持经济高质量发展的金融政策推出；9月26日，中央政治局会议就当前经济形式做出了分析和部署。受到金融和经济政策提振后，A股市场从下跌趋势转为大幅上涨，三季度沪深300指数上涨16.07%，创业板指上涨29.21%。报告期内我们认为市场当前位置具备较好的投资性价比，因此保持较为积极的投资策略，主要持有符合再融资主题的优质标的。","declarationDate":"2024-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:03:30.427Z","fund":{"_id":3000000001178,"stockCode":"001178","stockType":"fund","areaCode":"cn","followedNum":106,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2015-04-22T16:00:00.000Z","setUpScale":1214270000,"market":"a","tickerId":1178,"custody":"中国建设银行股份有限公司","name":"前海开源再融资主题精选股票型证券投资基金","shortName":"前海开源再融资股票(001178)","fundSecondLevel":"company","__csrcFundId":3938,"fundStatus":"normal","lastUpdated":"2026-04-30T17:50:48.746Z","masterFundFlag":1,"inceptionDate":"2015-05-17T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源再融资股票","pinyin":"qhkyzrzztjxgpxzqtzjj","managers":[{"stockCode":"8801390870","stockType":"fund_manager","exchange":"fm","tickerId":1710159160,"name":"邱杰"}]},"announcement":{"linkText":"前海开源再融资主题精选股票型证券投资基金2024年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1177345","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5227fea5b3eb0440feb","date":"2024-06-29T16:00:00.000Z","stockId":3000000001178,"sao":"上半年宏观经济整体偏弱。除出口增速仍相对强劲外，社会消费品零售总额增速持续下滑，固定资产投资仍受到房地产的拖累；CPI维持低位，PPI仍持续为负。  上半年A股市场波动较大且分化显著，沪深300指数上涨0.89%，创业板指下跌10.99%，科创50下跌16.42%。市场较为偏好银行、公用事业、交通运输等股息率较高的板块，其他行业整体表现较差。  报告期内我们在组合配置方面侧重于科技领域，增加了智能驾驶汽车、人工智能算力相关公司的布局，同时减持了计算机软件等行业个股。由于持仓的计算机行业表现较差，上半年基金净值表现落后。","declarationDate":"2024-07-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:03:30.424Z","mo":"展望下半年，国内经济短期仍面临压力，但地产政策逐步放松、利率下行都会对经济起到托底作用。从海外来看，高通胀已逐步回落，预计即将进入降息周期，流动性环境趋于改善，人民币汇率有望逆转。  海外科技巨头企业在人工智能领域的资本开支不断增加，基础算力需求持续快速增长，大模型能力有望持续进步，终端侧的人工智能硬件也初见眉目；智能驾驶的体验效果不断改进，用户接受度正在提高。  A股整体估值目前处于历史相对较低分位，但市场信心仍偏弱，我们认为目前估值水平具备很好的长期吸引力。我们仍比较看好科技和制造领域的投资机会，人工智能、智能汽车、高端制造国产替代、消费电子等领域仍是主要关注方向。另一方面，随着美国进入降息周期，国内的宏观政策将具备更大的腾挪空间，预计逆周期的政策将会增加，我们也会关注可能存在底部反转的相关行业。","fund":{"_id":3000000001178,"stockCode":"001178","stockType":"fund","areaCode":"cn","followedNum":106,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2015-04-22T16:00:00.000Z","setUpScale":1214270000,"market":"a","tickerId":1178,"custody":"中国建设银行股份有限公司","name":"前海开源再融资主题精选股票型证券投资基金","shortName":"前海开源再融资股票(001178)","fundSecondLevel":"company","__csrcFundId":3938,"fundStatus":"normal","lastUpdated":"2026-04-30T17:50:48.746Z","masterFundFlag":1,"inceptionDate":"2015-05-17T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源再融资股票","pinyin":"qhkyzrzztjxgpxzqtzjj","managers":[{"stockCode":"8801390870","stockType":"fund_manager","exchange":"fm","tickerId":1710159160,"name":"邱杰"}]},"announcement":{"linkText":"前海开源再融资主题精选股票型证券投资基金2024年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1146161","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5227fea5b3eb0440fea","date":"2024-03-30T16:00:00.000Z","stockId":3000000001178,"sao":"一季度国内经济出现边际改善态势。1-2月出口增速有较为明显提升；在制造业和基建投资增长的拉动下，固定资产投资增速出现边际改善；社会消费品零售总额增速尚无明显提升；3月的制造业PMI指数再度跃升至荣枯线之上。物价方面，2月CPI回升至正增长；PPI仍为负增长。  一季度A股市场先跌后涨，沪深300指数上涨3.10%，创业板指下跌3.87%。报告期内我们保持积极的投资策略，主要持有科技和制造类标的。展望基金的后续运作，我们看好人工智能、高端软硬件及材料的国产替代、低空经济、生物科技等领域，同时积极关注大消费等方向的投资机会。","declarationDate":"2024-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:03:30.422Z","fund":{"_id":3000000001178,"stockCode":"001178","stockType":"fund","areaCode":"cn","followedNum":106,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2015-04-22T16:00:00.000Z","setUpScale":1214270000,"market":"a","tickerId":1178,"custody":"中国建设银行股份有限公司","name":"前海开源再融资主题精选股票型证券投资基金","shortName":"前海开源再融资股票(001178)","fundSecondLevel":"company","__csrcFundId":3938,"fundStatus":"normal","lastUpdated":"2026-04-30T17:50:48.746Z","masterFundFlag":1,"inceptionDate":"2015-05-17T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源再融资股票","pinyin":"qhkyzrzztjxgpxzqtzjj","managers":[{"stockCode":"8801390870","stockType":"fund_manager","exchange":"fm","tickerId":1710159160,"name":"邱杰"}]},"announcement":{"linkText":"前海开源再融资主题精选股票型证券投资基金2024年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1072864","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5227fea5b3eb0440fe9","date":"2023-12-30T16:00:00.000Z","stockId":3000000001178,"sao":"2023年国内经济呈现弱修复态势。全年GDP（初步核算）同比增长5.2%，拆分来看，国内消费有所修复，社会消费品零售总额同比增长7.2%；受海外需求下滑影响，全年出口同比增速仅微增0.6%；房地产开发投资大幅下降拖累了固定资产投资，全年同比增长3.0%。物价方面，CPI同比增速逐月下滑，全年增长0.2%；PPI持续负增长，全年同比下降3.0%。  2023年A股市场整体下跌，其中沪深300指数下跌11.38%，创业板指下跌19.41%。报告期内，我们整体投资策略相对积极，重点配置了TMT行业。","declarationDate":"2024-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:03:30.419Z","mo":"展望2024年，国内经济有望温和复苏。本轮经济恢复是渐进的过程，政策呵护经济持续稳定增长，库存周期或已接近底部，国内消费和旅游出行需求在逐步增加，海外从加息周期或将转为降息周期，外部压力减轻有助于国内提供相对宽松的货币环境。  我们对A股市场整体持较为乐观的态度。温和复苏的经济态势有望推动企业盈利修复，或已接近尾声的海外加息周期减轻了外部环境的压力，经过大幅下跌的A股市场估值水平已经处于历史偏低分位，在盈利改善和相对宽松的货币环境下，预计向上弹性空间大于下行风险，具备较好的投资性价比。具体投资方向上，我们重点看好科技创新产业，同时关注大消费产业的投资机会。  后续操作中，我们仍将精选具备长期增长潜力、拥有核心竞争力、估值与成长相匹配的优质个股，努力为投资者创造可持续的投资回报。","fund":{"_id":3000000001178,"stockCode":"001178","stockType":"fund","areaCode":"cn","followedNum":106,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2015-04-22T16:00:00.000Z","setUpScale":1214270000,"market":"a","tickerId":1178,"custody":"中国建设银行股份有限公司","name":"前海开源再融资主题精选股票型证券投资基金","shortName":"前海开源再融资股票(001178)","fundSecondLevel":"company","__csrcFundId":3938,"fundStatus":"normal","lastUpdated":"2026-04-30T17:50:48.746Z","masterFundFlag":1,"inceptionDate":"2015-05-17T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源再融资股票","pinyin":"qhkyzrzztjxgpxzqtzjj","managers":[{"stockCode":"8801390870","stockType":"fund_manager","exchange":"fm","tickerId":1710159160,"name":"邱杰"}]},"announcement":{"linkText":"前海开源再融资主题精选股票型证券投资基金2023年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1058288","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5227fea5b3eb0440fe8","date":"2023-09-29T16:00:00.000Z","stockId":3000000001178,"sao":"三季度国内经济下行压力仍较大，但出现边际改善迹象。固定资产投资增速持续下滑，其中房地产开发投资拖累较大，制造业投资增速相对平稳；国内出口增速仍为负增长，但跌幅有所收窄；社会消费品零售总额增速月度环比改善；7-8月的制造业PMI指数位于荣枯线之下，但9月数据出现回暖。物价方面，CPI保持在较低水平；PPI跌幅逐步收窄。  三季度A股市场有所下行，其中沪深300指数下跌3.98%，创业板指下跌9.53%。报告期内我们保持相对积极的投资策略，主要持有科技和制造类。展望基金的后续运作，我们仍然看好人工智能、高端软硬件及材料的国产替代等领域，同时积极关注大消费等方向的投资机会。","declarationDate":"2023-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:03:30.416Z","fund":{"_id":3000000001178,"stockCode":"001178","stockType":"fund","areaCode":"cn","followedNum":106,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2015-04-22T16:00:00.000Z","setUpScale":1214270000,"market":"a","tickerId":1178,"custody":"中国建设银行股份有限公司","name":"前海开源再融资主题精选股票型证券投资基金","shortName":"前海开源再融资股票(001178)","fundSecondLevel":"company","__csrcFundId":3938,"fundStatus":"normal","lastUpdated":"2026-04-30T17:50:48.746Z","masterFundFlag":1,"inceptionDate":"2015-05-17T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源再融资股票","pinyin":"qhkyzrzztjxgpxzqtzjj","managers":[{"stockCode":"8801390870","stockType":"fund_manager","exchange":"fm","tickerId":1710159160,"name":"邱杰"}]},"announcement":{"linkText":"前海开源再融资主题精选股票型证券投资基金2023年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=990043","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5227fea5b3eb0440fe7","date":"2023-06-29T16:00:00.000Z","stockId":3000000001178,"sao":"上半年宏观经济处于弱复苏态势。去年底防疫政策转向后经济快速恢复，社会消费品零售总额从负转正，不过复苏的力度偏弱，出口月度增速在二季度再度转负，固定资产投资增速持续下滑。CPI持续走弱，PPI连续负增长。  上半年A股市场波动较大，其中沪深300指数下跌0.75%，创业板指下跌5.61%。报告期内我们整体投资策略相对积极，权益比例保持在较高水平。","declarationDate":"2023-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:03:30.414Z","mo":"展望下半年，国内经济短期仍面临下行压力，但随着温和的宽松政策推动以及库存周期的变化，预计宏观经济将逐步见底回升。从海外来看，高通胀有所回落，持续的加息已进入末期，流动性环境将趋于改善，人民币贬值趋势可能逆转。  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 一季度A股市场震荡上行，其中沪深300指数上涨4.63%，创业板指上涨2.25%。报告期内我们保持积极的投资策略，主要持有科技和制造类，一季度基金净值表现领先于业绩比较基准。展望基金的后续运作，我们仍然看好人工智能、高端软硬件及材料的国产替代、生物科技等领域，同时积极关注大消费等方向的投资机会。","declarationDate":"2023-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:03:30.411Z","fund":{"_id":3000000001178,"stockCode":"001178","stockType":"fund","areaCode":"cn","followedNum":106,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2015-04-22T16:00:00.000Z","setUpScale":1214270000,"market":"a","tickerId":1178,"custody":"中国建设银行股份有限公司","name":"前海开源再融资主题精选股票型证券投资基金","shortName":"前海开源再融资股票(001178)","fundSecondLevel":"company","__csrcFundId":3938,"fundStatus":"normal","lastUpdated":"2026-04-30T17:50:48.746Z","masterFundFlag":1,"inceptionDate":"2015-05-17T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源再融资股票","pinyin":"qhkyzrzztjxgpxzqtzjj","managers":[{"stockCode":"8801390870","stockType":"fund_manager","exchange":"fm","tickerId":1710159160,"name":"邱杰"}]},"announcement":{"linkText":"前海开源再融资主题精选股票型证券投资基金2023年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=886928","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5227fea5b3eb0440fe5","date":"2022-12-30T16:00:00.000Z","stockId":3000000001178,"sao":"2022年国内经济增速显著下行，全年GDP（初步核算）同比增长3.0%。受高通胀和俄乌战争影响，海外需求不断下滑，全年出口同比增速下降至7.0%；国内消费受疫情反复爆发的影响表现低迷，社会消费品零售总额全年同比下滑0.2%；固定资产投资受地产拖累表现较弱，全年同比仅增长5.1%。物价方面，CPI同比增速保持在相对低位，全年增长2.0%；PPI增速不断下行，全年同比增长4.1%。 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CPI增速回落至3.8%，PPI同比下降1.9%。上半年A股市场大幅波动，沪深300上涨1.64%，创业板指上涨35.60%。本基金主要持有成长性和估值匹配、业绩增长确定性高的个股，上半年净值表现好于业绩比较基准。","date":"2020-06-29T16:00:00.000Z","declarationDate":"2020-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:03:30.382Z","mo":"展望下半年，只要国内疫情不出现反复，国内经济预计仍将保持复苏的态势；资本市场制度不断完善，创业板注册制将加速推进；居民资产配置向股票转移预计也将长期持续；这些因素对A股市场整体将有所支撑。但同时我们也必须看到海外疫情仍在持续，全球经济恢复到正常水平预计需要较长的时间；美国从贸易、科技、金融等多方面对我国进行打压，我们发展的国际环境仍在恶化；A股部分行业、板块估值已经处于较高水平，其股价体现了过多的乐观要素，而对风险的反映可能不足；我们认为A股已经存在结构性的估值泡沫风险。在后续的基金操作中，我们仍将从具备长期增长潜力的企业中精选拥有核心竞争力、估值与成长相匹配的优质个股，通过分享上市公司的业绩成长，努力为投资者创造超越业绩比较基准的投资回报。","fund":{"_id":3000000001178,"stockCode":"001178","stockType":"fund","areaCode":"cn","followedNum":106,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2015-04-22T16:00:00.000Z","setUpScale":1214270000,"market":"a","tickerId":1178,"custody":"中国建设银行股份有限公司","name":"前海开源再融资主题精选股票型证券投资基金","shortName":"前海开源再融资股票(001178)","fundSecondLevel":"company","__csrcFundId":3938,"fundStatus":"normal","lastUpdated":"2026-04-30T17:50:48.746Z","masterFundFlag":1,"inceptionDate":"2015-05-17T16:00:00.000Z","fundCollectionId":4000050780000,"currency":"CNY","masterFundShortName":"前海开源再融资股票","pinyin":"qhkyzrzztjxgpxzqtzjj","managers":[{"stockCode":"8801390870","stockType":"fund_manager","exchange":"fm","tickerId":1710159160,"name":"邱杰"}]},"announcement":{"linkText":"前海开源再融资主题精选股票型证券投资基金2020年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=463750","linkType":"PDF","source":"csrc_pdf"}}]}