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2635点低点。2月初至5月底市场在政策影响下出现反弹。9月底，在一系列政策利好和资金面改善的推动下，市场强势反弹，三大指数均创下新高，但随后年末又进入震荡调整。在2024年市场环境中，主题机会轮番出现，因市场波动较大，出于控制回撤的考量，中间我们做了一定的波段操作。全年本基金主要参与了人工智能产业链，新能源产业链，消费电子板块等细分领域的机会。未来我们希望从产业链中发现更多投资机会，为投资者创造收益。","declarationDate":"2025-01-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:06:01.520Z","mo":"当下，国内经济处在弱复苏的阶段，房地产销售数据相较前期有了不错的修复，后期如何变化还有待继续观察。展望2025年，A股指数有望震荡向上，或有结构性机会。从风险偏好来看，市场整体已有明显回升。不过，政策落地的预期差、外部关税不确定因素等仍会给市场带来波动。随着政策或基本面验证逐渐临近，市场预期的传导会回归基本面的事实，可能会在经济基本面和政策预期之间来回往复。目前来看，盈利趋势上，政策效果有望在2025年逐渐见效，内需有望逐渐回升，价格和盈利有望迎来拐点，若均迎来改善，基本面验证有望实现突破。在风险偏好提升的基础上，我们更关注的板块包括人工智能算力产业链、AI应用、固态电池产业链、消费电子、半导体设备、芯片等。","fund":{"_id":3000000001659,"stockCode":"001659","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-11-08T16:00:00.000Z","setUpScale":350703000,"market":"a","tickerId":1659,"custody":"交通银行股份有限公司","name":"富安达新动力灵活配置混合型证券投资基金","shortName":"富安达新动力混合","fundSecondLevel":"hybrid","__csrcFundId":1127,"fundStatus":"normal","lastUpdated":"2026-03-20T21:04:46.294Z","masterFundFlag":1,"inceptionDate":"2016-12-06T16:00:00.000Z","fundCollectionId":4000050650000,"currency":"CNY","masterFundShortName":"富安达新动力混合","pinyin":"fadxdllhpzhhxzqtzjj","delistedDate":"2025-12-17T16:00:00.000Z"},"announcement":{"linkText":"富安达新动力灵活配置混合型证券投资基金2024年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1246969","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5b97fea5b3eb044b860","date":"2024-09-29T16:00:00.000Z","stockId":3000000001659,"sao":"报告期内，上证指数涨幅12.44%，创业板指涨29.21%，涨幅前三的分别是非银行金融（中信，下同）43.8%，综合金融42.6%，房地产28.1%，涨幅后三的分别为石油石化2.5%，煤炭4.5%，电力及公用事业5.8%，行业之间分化较为明显，主要因9月底政策转向，大幅提升市场风险偏好。本报告期，国内经济对逆周期政策的依赖度显著加强。9月国内外整体宏观政策上都出现了较大变化，9月17号美联储议息会议的决定是降息50bp，为国内政策打开了较大空间。9月最后一周，国内也出台了非常重磅的各项政策。无论是‘一行一局一会’的金融政策‘’组合拳‘’，还是中央政治局会议的超预期，不断给市场注入了强有力的信心，9月最后一周市场迎来了久违的大涨。我们认为市场如此表现的原因主要在于经济政策对资本市场的支持，是股市预期上修的关键。无风险利率下降与风险偏好提升，推动增量资金入市，无论市场情绪还是市场成交量，都较上述会议召开前有较大的变化，后续期待财政政策的再次发力，重点观察经济基本面的改善情况。本报告期，本基金延续了上期的风格特征，聚焦科技板块，如光模块，PCB，等细分领域。 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-37.10%、消费者服务-23.82%、计算机-21.62%，上半年市场整体风格表现较为极致，大盘蓝筹股明显强于中小盘股。2024年年初，全球宏观经济在高利率抑制下，仍处在下行通道，美联储降息预期一再推迟，国内经济复苏弱于预期，投资者对经济的情绪较为谨慎，市场出现了快速下跌，随着国家采取维护市场平稳运行措施，A股逐步企稳并上行站上了3100点。二季度经济数据增长速度有所放缓，A股在5月下旬开始下行，目前呈现震荡趋势。本报告期，我们延续了上期的风格特征，注重科技板块，如光模块，PCB，存储等细分领域。我们将继续挖掘符合产业趋势，且业绩优秀的行业和个股进行配置。","declarationDate":"2024-07-17T16:00:00.000Z","lastUpdated":"2026-03-09T13:06:01.515Z","mo":"展望2024年下半年，美国短期数据不及预期，降息预期再次提前，下半年美国迎来大选，地缘政治对全球经济仍构成主要风险。国内来看，三中全会对短期经济的定调：全会分析了当前形势和任务，强调坚定不移实现全年经济社会发展目标。要按照党中央关于经济工作的决策部署，落实好宏观政策，积极扩大国内需求，因地制宜发展新质生产力，加快培育外贸新动能，扎实推进绿色低碳发展，切实保障和改善民生，巩固拓展脱贫攻坚成果。我们相信下半年国内经济在各项政策的支持下会展现出相对韧性。整体上我们认为下半年市场可能处于震荡的格局，或有结构性机会，我们重点寻找符合新动力主题的具备国际竞争力的科技创新型企业，我们将关注高端制造、集成电路、人工智能、新材料、通信等成长性行业的投资机会。","fund":{"_id":3000000001659,"stockCode":"001659","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-11-08T16:00:00.000Z","setUpScale":350703000,"market":"a","tickerId":1659,"custody":"交通银行股份有限公司","name":"富安达新动力灵活配置混合型证券投资基金","shortName":"富安达新动力混合","fundSecondLevel":"hybrid","__csrcFundId":1127,"fundStatus":"normal","lastUpdated":"2026-03-20T21:04:46.294Z","masterFundFlag":1,"inceptionDate":"2016-12-06T16:00:00.000Z","fundCollectionId":4000050650000,"currency":"CNY","masterFundShortName":"富安达新动力混合","pinyin":"fadxdllhpzhhxzqtzjj","delistedDate":"2025-12-17T16:00:00.000Z"},"announcement":{"linkText":"富安达新动力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=1142371","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5b97fea5b3eb044b85e","date":"2024-03-30T16:00:00.000Z","stockId":3000000001659,"sao":"一季度上证指数涨2.23%，沪深300指数涨3.1%，创业板指跌3.87%，分行业来看，期间涨幅较大的是石油石化（中信，下同）涨12.05%，家电涨10.79%，银行涨10.78%，跌幅前三分别为综合-15.69%，医药-11.85%，电子-10.18%。各行业间的分化较大，报告期内指数先抑后扬，走出了“V”型趋势。一季度内大盘总体还是大盘蓝筹高股息红利股占优，科技成长先跌后又反弹，区间涨幅整体靠后。从最近公布的经济数据来看，3月PMI超预期上行至荣枯线上，国内经济基本面出现企稳修复迹象，价格相关指数有待后续进一步验证，一季度政治局会议传达政策偏稳，后续重点关注业绩情况。海外来看，需警惕海外地缘局势升级，市场避险情绪升级，“再通胀”担忧再起，我们保持密切关注。本季度本基金重点配置了通信、电子、计算机、半导体等相关板块。","declarationDate":"2024-04-17T16:00:00.000Z","lastUpdated":"2026-03-09T13:06:01.512Z","fund":{"_id":3000000001659,"stockCode":"001659","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-11-08T16:00:00.000Z","setUpScale":350703000,"market":"a","tickerId":1659,"custody":"交通银行股份有限公司","name":"富安达新动力灵活配置混合型证券投资基金","shortName":"富安达新动力混合","fundSecondLevel":"hybrid","__csrcFundId":1127,"fundStatus":"normal","lastUpdated":"2026-03-20T21:04:46.294Z","masterFundFlag":1,"inceptionDate":"2016-12-06T16:00:00.000Z","fundCollectionId":4000050650000,"currency":"CNY","masterFundShortName":"富安达新动力混合","pinyin":"fadxdllhpzhhxzqtzjj","delistedDate":"2025-12-17T16:00:00.000Z"},"announcement":{"linkText":"富安达新动力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=1064622","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5b97fea5b3eb044b85d","date":"2023-12-30T16:00:00.000Z","stockId":3000000001659,"sao":"回顾2023年全年，在2023年春节复工之后，国内整体开始恢复，经济开始复苏。一季度的经济数据呈现逐步恢复的态势，但进入二季度，经济恢复程度有所放缓，经济数据低于预期，从各方面的数据情况来看，居民的消费意愿并不强劲，超额储蓄仍然维持在高位，地产销售和投资仍有一定压力，国内经济复苏的斜率放缓。同时，俄乌冲突仍在持续，美联储持续加息，美国十年期国债利率持续上行，各种海外宏观因素变化诡谲，也同样影响国内。2023年的证券市场呈现先扬后抑的走势，上半年随着经济复苏和人工智能的爆发，上证指数从年初的3089.26涨到5月份的高点3418.95，行业层面上，以TMT为代表的人工智能产业链迎来大涨，而下半年随着经济复苏低于预期，上证指数逐渐回调至年底的2974.93，而人工智能产业链也面临大幅回调，全年收益率收窄，个股之间的涨跌幅分化较大。全年来看，人工智能产业链领涨，煤炭，家电，石油石化涨幅同样居前。在2023年的投资过程中，我们上半年主要投资于新能源板块，下半年主要投资于消费电子半导体设备板块。后续我们将持续关注行业态势，力争在后续的投资过程中把握好行业和市场节奏，以最大努力继续做好投资管理。","declarationDate":"2024-01-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:06:01.509Z","mo":"展望2024年全球宏观经济，在高利率抑制下，2024年全球经济或仍在下行通道，上行拐点需等待降息落地，节点或在2024下半年。同时，超级大选年加持下，2024年地缘政治对全球经济仍构成主要风险。国内方面，2023年是中国经济社会全面恢复常态化运营的第一年，国民经济恢复向好的趋势明显。展望2024年，我们认为国内经济的亮点与期待主要体现在三个方面：（1）企业盈利上行，2024年价格指标有望持续回升，这意味着2024年名义经济增长将加快；（2）补库存周期启动：当前库存周期或已见底回升，2024年大概率将处于新一轮的补库周期；(3)出口增速有望回升：2024年价格因素对于出口的贡献将较2023年明显，需求回升将进一步对2024年出口形成支撑。我们长期看好国内的A股市场的投资机会，本基金将关注数字经济、人工智能、高端制造、能源、生物医药、猪周期等行业中有竞争力的公司。","fund":{"_id":3000000001659,"stockCode":"001659","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-11-08T16:00:00.000Z","setUpScale":350703000,"market":"a","tickerId":1659,"custody":"交通银行股份有限公司","name":"富安达新动力灵活配置混合型证券投资基金","shortName":"富安达新动力混合","fundSecondLevel":"hybrid","__csrcFundId":1127,"fundStatus":"normal","lastUpdated":"2026-03-20T21:04:46.294Z","masterFundFlag":1,"inceptionDate":"2016-12-06T16:00:00.000Z","fundCollectionId":4000050650000,"currency":"CNY","masterFundShortName":"富安达新动力混合","pinyin":"fadxdllhpzhhxzqtzjj","delistedDate":"2025-12-17T16:00:00.000Z"},"announcement":{"linkText":"富安达新动力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=1055351","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5b97fea5b3eb044b85c","date":"2023-09-29T16:00:00.000Z","stockId":3000000001659,"sao":"三季度上证指数跌2.8%，创业板指跌9.5%，期间涨幅较大的是煤炭（中信，下同）涨10.37%，非银金融涨6.48%，石油石化涨5.79%，跌幅后三位是传媒跌14.19%，计算机跌13.88%，电力设备及新能源跌13.52%。各行业间的涨跌幅分化较大，三季度陆续出台了各种稳增长的政策，相比二季度，三季度市场各项经济数据逐渐企稳，目前看，未来随着稳经济、促发展的各项政策陆续出台，预计经济将呈现逐步修复的态势。本季度我们重点配置了半导体产业链相关板块。","declarationDate":"2023-10-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:06:01.507Z","fund":{"_id":3000000001659,"stockCode":"001659","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-11-08T16:00:00.000Z","setUpScale":350703000,"market":"a","tickerId":1659,"custody":"交通银行股份有限公司","name":"富安达新动力灵活配置混合型证券投资基金","shortName":"富安达新动力混合","fundSecondLevel":"hybrid","__csrcFundId":1127,"fundStatus":"normal","lastUpdated":"2026-03-20T21:04:46.294Z","masterFundFlag":1,"inceptionDate":"2016-12-06T16:00:00.000Z","fundCollectionId":4000050650000,"currency":"CNY","masterFundShortName":"富安达新动力混合","pinyin":"fadxdllhpzhhxzqtzjj","delistedDate":"2025-12-17T16:00:00.000Z"},"announcement":{"linkText":"富安达新动力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=985238","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5b97fea5b3eb044b85b","date":"2023-06-29T16:00:00.000Z","stockId":3000000001659,"sao":"在经历2-3年的高速发展后，新能源板块较多环节在市场空间、行业格局等方面出现一定程度的恶化，基于对半导体行业在下半年的复苏预期，二季度我们择机配置了半导体板块。从全球半导体的基本面来看，整个半导体产业在2021年达到周期高点之后，2022年开始回落，到2023年上半年，整个半导体产业已经来到了底部区域。从需求侧来看，消费电子经过2022年的去库存，整体库存已经得到明显的去化，库存水平较2022年明显改善，但2023年需求未见明显提升，预计复苏周期将会推迟到2023年下半年乃至2024年；工业类芯片方面，传统工业类芯片伴随全球经济周期，景气度在上半年开始触底且有一定回升，汽车类芯片由于2022年高景气度，去化周期较其他芯片可能要晚几个季度。伴随2022年全球需求的走弱，我们看到在2022年下半年和2023年上半年全球晶圆厂稼动率有所松动，景气度下滑，半导体材料需求量也有所下降；同时下行周期带来全球半导体产业资本开支也走弱，半导体设备需求量也下滑。国内情况来看，国内半导体周期和全球半导体周期并不是完全同步的，近几年受中美关系等影响，海外供应链和市场的不确定性在加强，国内国产替代的意愿持续升高。国内晶圆厂持续扩产，带来设备和材料的新机遇，行业呈现出高景气的状态。随着国产替代的持续进行，我们认为国内半导体行业将继续保持成长。随着全球经济的修复，下游需求也在持续恢复，带动消费和工业的需求走强，另外诸如人工智能、自动驾驶、机器人等新需求呈现出井喷的状态，这些都将带来半导体需求量的不断上升，预计全球半导体产业也将逐步开启上行周期，我们看好整个行业未来的发展，因此我们在当前半导体行业处于历史相对低位的时候配置了半导体行业。","declarationDate":"2023-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:06:01.504Z","mo":"2023年下半年国内宏观经济有望在政策推动下回到复苏趋势。目前A股市场股债收益比触及负两倍标准差，处于历史估值低位，经济逐步复苏过程之中，市场风险偏好有望提升。7月中央政治局会议对下半年经济工作进行了部署，坚持稳中求进，货币政策维持稳健，财政政策态度积极，活跃资本市场，提振信心。全球进入新一轮科技革命周期，国内产业竞争力较强同时投资力度明显加大，我们看好创新周期下的新兴行业以及经济企稳预期下的消费复苏。","fund":{"_id":3000000001659,"stockCode":"001659","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-11-08T16:00:00.000Z","setUpScale":350703000,"market":"a","tickerId":1659,"custody":"交通银行股份有限公司","name":"富安达新动力灵活配置混合型证券投资基金","shortName":"富安达新动力混合","fundSecondLevel":"hybrid","__csrcFundId":1127,"fundStatus":"normal","lastUpdated":"2026-03-20T21:04:46.294Z","masterFundFlag":1,"inceptionDate":"2016-12-06T16:00:00.000Z","fundCollectionId":4000050650000,"currency":"CNY","masterFundShortName":"富安达新动力混合","pinyin":"fadxdllhpzhhxzqtzjj","delistedDate":"2025-12-17T16:00:00.000Z"},"announcement":{"linkText":"富安达新动力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=955622","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5b97fea5b3eb044b85a","date":"2023-03-30T16:00:00.000Z","stockId":3000000001659,"sao":"从当前国内宏观经济来看，目前我国经济依然处于结构性复苏阶段。3月31日，国家统计局发布数据显示，3月份，制造业采购经理指数为51.9%，虽然低于上月0.7个百分点，但是依然处于扩张区间中。本基金保持原有关注方向，主要在碳中和、科技、消费及医药等环节寻找投资机会。2023年初，特斯拉率先降价，部分自主品牌跟进推出优惠政策，新能源汽车竞争力得到进一步提升；光伏硅料价格在2022年末快速下跌后，在2023年2月出现反弹，在一定程度上影响下游运营商装机意愿，但我们认为该影响为短期扰动，未来硅料价格大概率仍将处于下降通道；海风环节在2023年依然有望迎来吊装高速增长，部分环节预计将出现需求和价格的双重改善；大储环节依然处于发展初期，预计将维持快速增长。另外，比较关注数字经济、国产替代、ChatGpt人工智能等产业链的相关机会。本基金在2023年第一季度对原有重点配置的风光储环节进行了部分调整，加强了对科技板块的关注，增加了新能源汽车、电力设备、科技、医药等环节的配置，力争给投资者带来收益。","declarationDate":"2023-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:06:01.501Z","fund":{"_id":3000000001659,"stockCode":"001659","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-11-08T16:00:00.000Z","setUpScale":350703000,"market":"a","tickerId":1659,"custody":"交通银行股份有限公司","name":"富安达新动力灵活配置混合型证券投资基金","shortName":"富安达新动力混合","fundSecondLevel":"hybrid","__csrcFundId":1127,"fundStatus":"normal","lastUpdated":"2026-03-20T21:04:46.294Z","masterFundFlag":1,"inceptionDate":"2016-12-06T16:00:00.000Z","fundCollectionId":4000050650000,"currency":"CNY","masterFundShortName":"富安达新动力混合","pinyin":"fadxdllhpzhhxzqtzjj","delistedDate":"2025-12-17T16:00:00.000Z"},"announcement":{"linkText":"富安达新动力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=882849","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5b97fea5b3eb044b859","date":"2022-12-30T16:00:00.000Z","stockId":3000000001659,"sao":"2022年俄乌冲突、美联储加息、疫情超预期扩散等不利因素导致A股估值下行，同时房地产等行业受经济周期等因素影响出现盈利下行，整体出现大幅下跌，全年上证指数下跌15.13%，深证成指下跌25.85%，创业板指数下跌29.37%。本基金主要配置在新能源板块，申万电力设备指数全年下跌25.43%；本基金在去年下半年配置方向上有所调整，增加了对风光储等高景气环节的配置，相对减少了新能源汽车的配置。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:06:01.499Z","mo":"我们认为新能源行业在未来几年仍将呈现高景气态势，同时新技术、新逻辑等行业趋势涌现，本基金在2023年将加强研判、抓住行业机遇，力争获取长期稳定收益。","fund":{"_id":3000000001659,"stockCode":"001659","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-11-08T16:00:00.000Z","setUpScale":350703000,"market":"a","tickerId":1659,"custody":"交通银行股份有限公司","name":"富安达新动力灵活配置混合型证券投资基金","shortName":"富安达新动力混合","fundSecondLevel":"hybrid","__csrcFundId":1127,"fundStatus":"normal","lastUpdated":"2026-03-20T21:04:46.294Z","masterFundFlag":1,"inceptionDate":"2016-12-06T16:00:00.000Z","fundCollectionId":4000050650000,"currency":"CNY","masterFundShortName":"富安达新动力混合","pinyin":"fadxdllhpzhhxzqtzjj","delistedDate":"2025-12-17T16:00:00.000Z"},"announcement":{"linkText":"富安达新动力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=865473","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5b97fea5b3eb044b858","date":"2022-09-29T16:00:00.000Z","stockId":3000000001659,"sao":"2022年第三季度，本基金依然围绕碳中和板块寻找投资机会，进行板块及个股上的轮动。进入三季度以来，光伏、储能以及风电依然维持较高景气度，其中光伏、储能由于俄乌局势等因素影响，导致市场需求旺盛，部分产品供不应求；风电受益于国内招标量较好，龙头企业订单较好，产能利用率较高等因素。电动车环节增速较快，消费者对新能源汽车认可度较高，但疫情反复给出行等带来影响。本基金在2022年第三季度重点配置了景气度更高的风光储环节，后续将根据景气度调整配置方向，力争给投资者带来收益。","declarationDate":"2022-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:06:01.496Z","fund":{"_id":3000000001659,"stockCode":"001659","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-11-08T16:00:00.000Z","setUpScale":350703000,"market":"a","tickerId":1659,"custody":"交通银行股份有限公司","name":"富安达新动力灵活配置混合型证券投资基金","shortName":"富安达新动力混合","fundSecondLevel":"hybrid","__csrcFundId":1127,"fundStatus":"normal","lastUpdated":"2026-03-20T21:04:46.294Z","masterFundFlag":1,"inceptionDate":"2016-12-06T16:00:00.000Z","fundCollectionId":4000050650000,"currency":"CNY","masterFundShortName":"富安达新动力混合","pinyin":"fadxdllhpzhhxzqtzjj","delistedDate":"2025-12-17T16:00:00.000Z"},"announcement":{"linkText":"富安达新动力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=803156","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5b97fea5b3eb044b857","date":"2022-06-29T16:00:00.000Z","stockId":3000000001659,"sao":"2022年上半年，本基金依然围绕碳中和板块寻找投资机会，进行板块及个股上的轮动。一季度行业景气度较高，排产维持高位，但碳中和板块整体受通胀预期增强、原材料价格上涨以及估值水平较高等因素影响，叠加疫情冲击，因此2022年一季度调整幅度较大。二季度受益于疫情改善、终端需求旺盛等因素，碳中和板块迎来较大涨幅。","declarationDate":"2022-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:06:01.493Z","mo":"展望2022年下半年，新能源汽车或将维持高景气度，新车型上市将促进产销维持高位，新技术逐步成熟落地将进一步提高性能优势，我国产业链预计可能将继续保持在新能源汽车产业中的领先地位；光伏由于俄乌局势以及能源价格居高不下等因素，叠加部分国家关税政策有望缓解，预计海外需求较强，后续几个季度原材料成本有望降低；风电招标量较高，或将进入复苏周期。本基金将加强个股选择以及板块轮动，努力为投资者带来收益。","fund":{"_id":3000000001659,"stockCode":"001659","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-11-08T16:00:00.000Z","setUpScale":350703000,"market":"a","tickerId":1659,"custody":"交通银行股份有限公司","name":"富安达新动力灵活配置混合型证券投资基金","shortName":"富安达新动力混合","fundSecondLevel":"hybrid","__csrcFundId":1127,"fundStatus":"normal","lastUpdated":"2026-03-20T21:04:46.294Z","masterFundFlag":1,"inceptionDate":"2016-12-06T16:00:00.000Z","fundCollectionId":4000050650000,"currency":"CNY","masterFundShortName":"富安达新动力混合","pinyin":"fadxdllhpzhhxzqtzjj","delistedDate":"2025-12-17T16:00:00.000Z"},"announcement":{"linkText":"富安达新动力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=779057","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5b97fea5b3eb044b856","date":"2022-03-30T16:00:00.000Z","stockId":3000000001659,"sao":"2022年一季度，本基金依然围绕碳中和板块寻找投资机会，进行板块及个股上的甄选。从板块来看，市场整体震荡调整。从行业景气度来看，新能源汽车受原材料价格上涨影响，车企普遍上调售价，排产及销量较好；光伏在1-2月景气度较高，但后续由于硅料价格上涨等因素导致排产受到一定影响；风电一季度招标情况较好。碳中和板块整体受通胀预期增强、原材料价格上涨以及估值水平较高等因素影响，2022年一季度调整幅度较大。展望未来，新能源汽车全球销量预计或将持续高速增长。随着新车型上市及智能化率提升，预计终端消费者的认可度和接受度可能将进一步提高，同时我国产业链对新技术布局比较完善，或将继续保持在新能源汽车产业中的领先地位；光伏预计随着上游原材料逐步扩产有望改善供给紧张局面，新技术逐步成熟将降低度电成本，全球市场需求或将逐步提升；风电逐步进入平价时代，未来装机空间或将进一步打开。本基金将加强个股选择以及板块甄选，努力为投资者带来收益。","declarationDate":"2022-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:06:01.490Z","fund":{"_id":3000000001659,"stockCode":"001659","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-11-08T16:00:00.000Z","setUpScale":350703000,"market":"a","tickerId":1659,"custody":"交通银行股份有限公司","name":"富安达新动力灵活配置混合型证券投资基金","shortName":"富安达新动力混合","fundSecondLevel":"hybrid","__csrcFundId":1127,"fundStatus":"normal","lastUpdated":"2026-03-20T21:04:46.294Z","masterFundFlag":1,"inceptionDate":"2016-12-06T16:00:00.000Z","fundCollectionId":4000050650000,"currency":"CNY","masterFundShortName":"富安达新动力混合","pinyin":"fadxdllhpzhhxzqtzjj","delistedDate":"2025-12-17T16:00:00.000Z"},"announcement":{"linkText":"富安达新动力灵活配置混合型证券投资基金2022年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=722493","linkType":"PDF","source":"csrc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