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一方面，国内宏观经济起步平稳，1-2月全国规模以上工业增加值同比增长5.9%，2月份全社会用电量同比增长8.6%，挖掘机主要制造企业国内销售挖掘机数量同比增长99%，显示国内经济延续了稳中有进的总体基调。另一方面，海外贸易保护主义进一步升温，致使全球经济衰退预期有所增强。　　国内市场主要指数在一季度宽幅波动，过程中呈现出如AI应用、机器人等一些结构性亮点，但总体市场成交活跃度相对低迷。　　报告期内，本基金主要配置电子、机械设备、有色金属等行业，虽然美国主导的贸易摩擦致使相关行业短期面临多方压力，但我们认为短期内的现实压力往往蕴藏难得的长期买点，因此我们继续从长期视角出发，寻找能够长期持有、稳健增长的有长期安全边际的投资标的，力争实现中长期良好回报。","declarationDate":"2025-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:05:21.504Z","fund":{"_id":3000000001521,"stockCode":"001521","stockType":"fund","areaCode":"cn","followedNum":6,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2015-11-12T16:00:00.000Z","setUpScale":371509000,"market":"a","tickerId":1521,"custody":"中国工商银行股份有限公司","name":"国寿安保成长优选股票型证券投资基金","shortName":"国寿安保成长优选股票(001521)","fundSecondLevel":"company","__csrcFundId":2569,"fundStatus":"normal","lastUpdated":"2026-04-30T18:02:51.242Z","masterFundFlag":1,"inceptionDate":"2015-12-10T16:00:00.000Z","fundCollectionId":4000050900000,"currency":"CNY","masterFundShortName":"国寿安保成长优选股票","pinyin":"gsabczyxgpxzqtzjj","managers":[{"stockCode":"db20797176","stockType":"fund_manager","exchange":"fm","tickerId":171902215210,"name":"祁善斌"},{"stockCode":"db20919913","stockType":"fund_manager","exchange":"fm","tickerId":192324238240,"name":"撒伟旭"}]},"announcement":{"linkText":"国寿安保成长优选股票型证券投资基金2025年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1275060","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5917fea5b3eb0448b7f","date":"2024-12-30T16:00:00.000Z","stockId":3000000001521,"sao":"2024年全年国内生产总值134.9万亿元，按不变价格计算，同比增长5.0%，各季度分别同比增长5.3%、4.7%、4.6%、5.4%。全年CPI同比上涨0.2%，涨幅与上年持平；PPI下降2.2%，降幅比上年收窄0.8个百分点。2024年,规上工业企业营业收入较上年增长2.1%，利润总额较上年继续下降3.3%。海外方面，增长动能偏弱，进入降息周期以来通胀有所反弹。　　2024年A股市场2月、9月二次探底后，受政策提振，投资者信心回升，推动A股市场普涨和估值修复，科技领域突破进一步提振信心。　　报告期内，主要宽基指数收涨，上证综指上涨12.7%、沪深300指数上涨14.7%、创业板指数上涨13.2%。行业方面，银行、非银金融、通信、家电、电子、汽车等涨幅居前，医药生物、农林牧渔、食品饮料、建材、纺服等板块跌幅居前。　　报告期内，本基金主要配置电子、电力设备、机械设备、汽车、基础化工、非银金融等行业。","declarationDate":"2025-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:05:21.501Z","mo":"展望2025年，国内货币财政双宽松环境不变，中国资产迎来信心重估，关注后续政策推动价格和实体预期回报率回升，布局内需修复和科技成长方向投资机会。配置消费电子复苏、半导体国产化和AI创新驱动的TMT等，布局去库存近尾声、盈利近拐点的机械设备、新能源新技术、基础化工、轻工制造等行业，同时把握内需、基建和地产链等结构性机会。","fund":{"_id":3000000001521,"stockCode":"001521","stockType":"fund","areaCode":"cn","followedNum":6,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2015-11-12T16:00:00.000Z","setUpScale":371509000,"market":"a","tickerId":1521,"custody":"中国工商银行股份有限公司","name":"国寿安保成长优选股票型证券投资基金","shortName":"国寿安保成长优选股票(001521)","fundSecondLevel":"company","__csrcFundId":2569,"fundStatus":"normal","lastUpdated":"2026-04-30T18:02:51.242Z","masterFundFlag":1,"inceptionDate":"2015-12-10T16:00:00.000Z","fundCollectionId":4000050900000,"currency":"CNY","masterFundShortName":"国寿安保成长优选股票","pinyin":"gsabczyxgpxzqtzjj","managers":[{"stockCode":"db20797176","stockType":"fund_manager","exchange":"fm","tickerId":171902215210,"name":"祁善斌"},{"stockCode":"db20919913","stockType":"fund_manager","exchange":"fm","tickerId":192324238240,"name":"撒伟旭"}]},"announcement":{"linkText":"国寿安保成长优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=1256966","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5917fea5b3eb0448b7e","date":"2024-09-29T16:00:00.000Z","stockId":3000000001521,"sao":"2024年三季度国内经济下行压力加大，全国工业生产者出厂价格同比降幅再扩大，规模以上工业企业利润同比增速明显回落。海外主要经济体通胀压力有所缓解，美联储四年来首次降息，货币政策进入降息周期。9月下旬国内新一轮政策启动，态度坚决，力度增强，大幅提振市场信心。　　报告期内，A股市场二次探底，上证指数于9月中旬跌破2700点后，受政策和市场信心提振，A股普涨大涨，市场单日成交额近2.6万亿创新高，上证指数收报3336.50点。三季度，上证指数上涨12.43%，沪深300指数上涨16.07%，创业板指数上涨29.21%，科创50指数上涨22.51%。行业方面申万一级行业指数均上涨，非银金融、房地产、商贸零售、社会服务、计算机等涨幅居前，煤炭、石油石化、公用事业、农林牧渔、银行等涨幅居后。　　报告期内，本基金主要配置电力设备、电子、机械设备、基础化工、非银金融等行业。　　海外降息周期开启，国内政策方向明确，中国资产迎来信心重估。短期市场的第一波反弹都以超跌反弹为主要特征；中期把握困境反转行业如新能源、电力设备、医药等结构性机会；长期关注价格和实体预期回报率回升，布局内需和科技成长方向投资机会。","declarationDate":"2024-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:05:21.498Z","fund":{"_id":3000000001521,"stockCode":"001521","stockType":"fund","areaCode":"cn","followedNum":6,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2015-11-12T16:00:00.000Z","setUpScale":371509000,"market":"a","tickerId":1521,"custody":"中国工商银行股份有限公司","name":"国寿安保成长优选股票型证券投资基金","shortName":"国寿安保成长优选股票(001521)","fundSecondLevel":"company","__csrcFundId":2569,"fundStatus":"normal","lastUpdated":"2026-04-30T18:02:51.242Z","masterFundFlag":1,"inceptionDate":"2015-12-10T16:00:00.000Z","fundCollectionId":4000050900000,"currency":"CNY","masterFundShortName":"国寿安保成长优选股票","pinyin":"gsabczyxgpxzqtzjj","managers":[{"stockCode":"db20797176","stockType":"fund_manager","exchange":"fm","tickerId":171902215210,"name":"祁善斌"},{"stockCode":"db20919913","stockType":"fund_manager","exchange":"fm","tickerId":192324238240,"name":"撒伟旭"}]},"announcement":{"linkText":"国寿安保成长优选股票型证券投资基金2024年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1177005","linkType":"PDF","source":"csrc_pdf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20-06-29T16:00:00.000Z","declarationDate":"2020-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:05:21.449Z","mo":"展望下半年，在国内疫情得到有效控制的前提下，复工复产有序推进，宏观经济逐步回归正常化，以国内大循环为主体、国内国际双循环相互促进的新发展格局正在逐步形成。货币政策预计将会保持定力，精准发力，适度宽松。在加大逆周期调节和补短板的过程中，宏观经济的韧性将进一步得以体现。股票市场方面，在成功应对新冠疫情冲击之后，符合中长期产业方向的优质上市公司的优势能够进一步提升。未来，组合中的权益持仓会进一步想优质公司进行集中。展望下半年，本基金将一如既往的依靠团队的力量做好组合管理，为持有人创造良好的中长期回报。","fund":{"_id":3000000001521,"stockCode":"001521","stockType":"fund","areaCode":"cn","followedNum":6,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2015-11-12T16:00:00.000Z","setUpScale":371509000,"market":"a","tickerId":1521,"custody":"中国工商银行股份有限公司","name":"国寿安保成长优选股票型证券投资基金","shortName":"国寿安保成长优选股票(001521)","fundSecondLevel":"company","__csrcFundId":2569,"fundStatus":"normal","lastUpdated":"2026-04-30T18:02:51.242Z","masterFundFlag":1,"inceptionDate":"2015-12-10T16:00:00.000Z","fundCollectionId":4000050900000,"currency":"CNY","masterFundShortName":"国寿安保成长优选股票","pinyin":"gsabczyxgpxzqtzjj","managers":[{"stockCode":"db20797176","stockType":"fund_manager","exchange":"fm","tickerId":171902215210,"name":"祁善斌"},{"stockCode":"db20919913","stockType":"fund_manager","exchange":"fm","tickerId":192324238240,"name":"撒伟旭"}]},"announcement":{"linkText":"国寿安保成长优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=465570","linkType":"PDF","source":"csrc_pdf"}}]}