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   本基金在2022年上半年采取了均衡的配置思路，整体仍配置于长期成长趋势明确、商业模式良好的行业，积极配置竞争力突出的企业，分享企业成长的红利。    选股思路上，一方面关注在品牌、供应链等维度有深厚积淀的企业，尤其是这些企业积极进取、求新求变的阶段，以期收获企业成长的红利，另一方面，我们也积极关注新兴成长的机遇，尤其是在经济发展、科技进步的背景下，能够将此转化成满足当下消费者需求的企业。    行业方面，本基金重点配置了食品饮料、美丽健康、耐用消费品、现代服务等板块，在经济高质量发展的阶段，人们对生活品质的要求也在提高，我们持续看好这些领域的消费升级，也期待国产企业能够在这些领域做出中国特色和中国品质，我们将继续在这些赛道中挖掘个股。","declarationDate":"2022-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:08:43.714Z","mo":"虽然经济环境仍面临着挑战，但是我们可以看到科技进步和高端制造的强大动能，以及中国人民的聪明勤劳，我们对我国经济高质量发展是乐观的，人民对美好生活的追求是持续的，权益市场在大众的资产配置中也将占有越来越重要的位置，A股市场的前景可期。身处其中，我们认为优秀的企业仍将高质量发展，我们将持续加强研究，提升认知，积极把握机遇，分享企业成长的红利。","fund":{"_id":3000000002330,"stockCode":"002330","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-01-10T16:00:00.000Z","setUpScale":201700000,"market":"a","tickerId":2330,"custody":"交通银行股份有限公司","name":"兴业聚宝灵活配置混合型证券投资基金","shortName":"兴业聚宝灵活配置混合","fundSecondLevel":"hybrid","__csrcFundId":4456,"fundStatus":"normal","lastUpdated":"2023-10-14T10:49:48.500Z","masterFundFlag":1,"inceptionDate":"2016-02-02T16:00:00.000Z","fundCollectionId":4000050810000,"currency":"CNY","masterFundShortName":"兴业聚宝灵活配置混合","delistedDate":"2022-11-24T16:00:00.000Z"},"announcement":{"linkText":"兴业聚宝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=784235","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec65b7fea5b3eb0456f0f","date":"2022-03-30T16:00:00.000Z","stockId":3000000002330,"sao":"2022年开年以来，市场表现整体较弱，沪深300指数跌幅达14.53%，创业板指数、内地消费指数等跌幅大于沪深300。经济周期和疫情扩散等因素都让我们处在一个不利的环境中，在逆境之中，信心是可贵的，困难终能克服，期待我国以更加高质量的方式实现经济增长。本基金在2022年一季度持仓比较稳定，整体仍配置于长期成长趋势明确、商业模式良好的行业，积极配置竞争力突出的企业，分享企业成长的红利，同时积极关注具备爆发式增长潜力的赛道。加仓了一些调整幅度较大的成长股，以及处于行业底部区间的品种。行业方面，本基金重点配置了食品饮料、家居消费品、美丽健康、现代服务等板块，我们持续看好这些领域消费升级和品牌化的进程，也期待国产企业能够在这些领域做出中国特色和中国品质。","declarationDate":"2022-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:08:43.711Z","fund":{"_id":3000000002330,"stockCode":"002330","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-01-10T16:00:00.000Z","setUpScale":201700000,"market":"a","tickerId":2330,"custody":"交通银行股份有限公司","name":"兴业聚宝灵活配置混合型证券投资基金","shortName":"兴业聚宝灵活配置混合","fundSecondLevel":"hybrid","__csrcFundId":4456,"fundStatus":"normal","lastUpdated":"2023-10-14T10:49:48.500Z","masterFundFlag":1,"inceptionDate":"2016-02-02T16:00:00.000Z","fundCollectionId":4000050810000,"currency":"CNY","masterFundShortName":"兴业聚宝灵活配置混合","delistedDate":"2022-11-24T16:00:00.000Z"},"announcement":{"linkText":"兴业聚宝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=727176","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec65b7fea5b3eb0456f0e","date":"2021-12-30T16:00:00.000Z","stockId":3000000002330,"sao":"2021年，市场震荡和分化较为明显，年初市场经历了一轮高昂的上涨后，进入了下行通道，下半年以新能源为主的成长股仍有较好的表现，而消费板块在经历了2年多的上涨后，迎来了较为明显的调整。    本基金在2021年进行了基金经理的调整，对持仓结构进行了调整，着重配置于长期成长趋势明确、商业模式良好的行业，积极配置竞争力突出的企业，分享企业成长的红利，同时积极关注具备爆发式增长潜力的赛道。    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    本基金上半年进行了基金经理调整，对持仓结构进行了调整，本基金着重配置于长期成长趋势明确、商业模式良好、竞争力突出的企业，积极把握成长机遇，分享企业成长的红利。     行业方面，本基金配置较多的是食品饮料、美丽健康、建材家居等版块。","declarationDate":"2021-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:08:43.703Z","mo":"回顾 2021年上半年，市场方向相比于过往两年有些变化，但不变的是市场对于高景气赛道的追逐。以消费白马为代表的一批股票面临着压力，我们认为，虽然一些企业的经营存在波动，但更大的压力是过去几年的大幅上涨使得一批股票的估值处在相对高的位置，因而带来预期回报率降低的压力，这样的问题也伴随着市场的调整得以缓解。    展望后续，我们对我国经济高质量发展是乐观的，人民对美好生活的追求是持续的。伴随其间，我们认为优秀的企业仍将持续成长，我们将持续提升研究和认知，把握优质企业的成长，分享企业成长的红利。","fund":{"_id":3000000002330,"stockCode":"002330","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-01-10T16:00:00.000Z","setUpScale":201700000,"market":"a","tickerId":2330,"custody":"交通银行股份有限公司","name":"兴业聚宝灵活配置混合型证券投资基金","shortName":"兴业聚宝灵活配置混合","fundSecondLevel":"hybrid","__csrcFundId":4456,"fundStatus":"normal","lastUpdated":"2023-10-14T10:49:48.500Z","masterFundFlag":1,"inceptionDate":"2016-02-02T16:00:00.000Z","fundCollectionId":4000050810000,"currency":"CNY","masterFundShortName":"兴业聚宝灵活配置混合","delistedDate":"2022-11-24T16:00:00.000Z"},"announcement":{"linkText":"兴业聚宝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=634846","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec65b7fea5b3eb0456f0b","stockId":3000000002330,"sao":"以春节为分水岭，今年以来市场先涨后跌，前期大幅上涨估值处于历史高位的核心资产在春节后快速调整，直接的触发因素是美债收益率震荡上行，投资者对全球范围内货币政策的前景持谨慎态度，这直接压制了高估值风险资产。一季度科创50和创业板指数在主要指数中表现较差。本基金一季度保持了较高的股票仓位，持仓以低估值顺周期为主，在春节后市场调整过程中增持了食品饮料、医药、及家电。基金主要投资了金融地产、建筑、食品饮料、轻工、医药等板块，在市场调整中本基金的行业配置展现出一定的抗跌性，基金净值表现好于市场。","date":"2021-03-30T16:00:00.000Z","declarationDate":"2021-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:08:43.701Z","fund":{"_id":3000000002330,"stockCode":"002330","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-01-10T16:00:00.000Z","setUpScale":201700000,"market":"a","tickerId":2330,"custody":"交通银行股份有限公司","name":"兴业聚宝灵活配置混合型证券投资基金","shortName":"兴业聚宝灵活配置混合","fundSecondLevel":"hybrid","__csrcFundId":4456,"fundStatus":"normal","lastUpdated":"2023-10-14T10:49:48.500Z","masterFundFlag":1,"inceptionDate":"2016-02-02T16:00:00.000Z","fundCollectionId":4000050810000,"currency":"CNY","masterFundShortName":"兴业聚宝灵活配置混合","delistedDate":"2022-11-24T16:00:00.000Z"},"announcement":{"linkText":"兴业聚宝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=574535","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec65b7fea5b3eb0456f0a","stockId":3000000002330,"sao":"2020年的最大事件是疫情、随后的政策支持、及之后的经济修复。A股主要指数上涨13.9%-65.0%，创业板指数领涨，上证综指收益率较低。市场风格极度分化，消费医药科技新能源是主涨方向，低估值权重板块承压。　　开年后科技成长股持续上涨、成为市场主线。随后的Ａ股走势基本被疫情左右，１月下旬疫情爆发，春节后市场暴跌，本基金低位加仓提高了股票仓位，布局了之后的反弹。在全球市场暴跌的背景下，３月Ａ股市场再度回落，基金持仓较稳定。基金二季度判断国内疫情会得到控制、宏观政策应对及时有效、经济复苏趋势逐步明确、基本面将逐步改善，同时市场处于低位、主板估值很低。综上，基金判断市场有上涨潜力，因此保持了高仓位。A股市场在7月上中旬大幅上涨、之后展开震荡。由于基金在7月初出现巨额申购，股票仓位被严重摊低，尽管基金尽可能地快速回补了部分仓位，基金在7月上旬暴涨中的收益率仍受到了明显影响。四季度宏观经济及企业盈利持续恢复，宏观流动性保持充裕，偏股基金发行热度高涨，股票市场资金持续净流入，A股市场在四季度震荡上涨，高端白酒新能源等板块表现优秀。本基金四季度股票仓位保持高位，年底小幅减仓。    全年来看，基金主要聚焦于长期基本面较好并且估值低的板块，我们认为此类板块中有大量个股的具备显著的长期价值、估值修复空间较大。基金主要配置的行业有金融地产、建筑、电力设备、医药等板块，行业配置相对稳定，个股层面适度集中。全年基金净值上涨21.48%，表现好于基准。","date":"2020-12-30T16:00:00.000Z","declarationDate":"2021-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:08:43.698Z","mo":"开年后全球股市及大宗商品上涨，通胀预期渐起，美国国债收益率上行。春节后A股波动，周期股较强，超跌低估值个股反弹，多数抱团龙头股有所调整。中国基本面较强，美国疫情改善，还有财政刺激计划，中美有望共振、拉动更广范围的经济恢复。1月融资数据结构上很强，国内经济与货币环境处于平衡期，但货币政策边际上将易紧难松，微观流动性仍充裕，但爆款基金现象将趋于平易。中短期来看，顺周期是主要投资线索，银行及其它低估值板块仍提供一定的估值修复机会。中期来看，A股既有较强的基本面支撑，又有在通胀及市场利率上行环境中消化较高估值的压力。","fund":{"_id":3000000002330,"stockCode":"002330","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-01-10T16:00:00.000Z","setUpScale":201700000,"market":"a","tickerId":2330,"custody":"交通银行股份有限公司","name":"兴业聚宝灵活配置混合型证券投资基金","shortName":"兴业聚宝灵活配置混合","fundSecondLevel":"hybrid","__csrcFundId":4456,"fundStatus":"normal","lastUpdated":"2023-10-14T10:49:48.500Z","masterFundFlag":1,"inceptionDate":"2016-02-02T16:00:00.000Z","fundCollectionId":4000050810000,"currency":"CNY","masterFundShortName":"兴业聚宝灵活配置混合","delistedDate":"2022-11-24T16:00:00.000Z"},"announcement":{"linkText":"兴业聚宝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=557981","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec65b7fea5b3eb0456f09","stockId":3000000002330,"sao":"A股市场在7月上中旬大幅上涨、之后展开震荡。由于基金在7月初出现巨额申购，股票仓位被严重摊低，尽管基金尽可能地快速回补了部分仓位，基金在7月上旬暴涨中的收益率仍受到了明显影响。随后基金在上涨中减持了金融股，在板块回落之后逐步大幅增持了银行、保险、地产、电力设备、医药等板块，股票仓位逐步回到高位。基金三季度主要配置的行业有大金融、电力设备及新能源、医药等板块，行业配置相对稳定，个股层面适度集中。相对于市场，组合估值较低。三季度基金净值稳步回升，净值表现好于基准。","date":"2020-09-29T16:00:00.000Z","declarationDate":"2020-10-27T16:00:00.000Z","lastUpdated":"2026-03-09T13:08:43.695Z","fund":{"_id":3000000002330,"stockCode":"002330","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-01-10T16:00:00.000Z","setUpScale":201700000,"market":"a","tickerId":2330,"custody":"交通银行股份有限公司","name":"兴业聚宝灵活配置混合型证券投资基金","shortName":"兴业聚宝灵活配置混合","fundSecondLevel":"hybrid","__csrcFundId":4456,"fundStatus":"normal","lastUpdated":"2023-10-14T10:49:48.500Z","masterFundFlag":1,"inceptionDate":"2016-02-02T16:00:00.000Z","fundCollectionId":4000050810000,"currency":"CNY","masterFundShortName":"兴业聚宝灵活配置混合","delistedDate":"2022-11-24T16:00:00.000Z"},"announcement":{"linkText":"兴业聚宝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=489988","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec65b7fea5b3eb0456f08","stockId":3000000002330,"sao":"开年后科技成长股持续上涨、成为市场主线。随后的Ａ股走势基本被疫情左右，１月下旬疫情爆发，春节后市场暴跌，本基金低位加仓提高了股票仓位，布局了之后的反弹。在全球市场暴跌的背景下，３月Ａ股市场再度回落，基金持仓较稳定。基金二季度判断国内疫情会得到控制、宏观政策应对及时有效、经济复苏趋势逐步明确、基本面将逐步改善，同时市场处于低位、主板估值很低，基金因此保持了高仓位。上半年本基金主要投资了大金融、医药、电力设备及新能源、必选消费等板块，基金净值表现好于基准。","date":"2020-06-29T16:00:00.000Z","declarationDate":"2020-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:08:43.693Z","mo":"中国的疫情控制及经济复苏在全球范围内领先，尽管需求的恢复慢一些，国内的生产及经济活动仍在持续恢复，融资数据、增长数据、ＰＭＩ、工业企业盈利等数据都有比较一致的反映。周期品价格也开始环比改善。中美科技脱钩短期给中国科技产业链带来不确定性，但会倒逼中国的自主创新及长周期内的科技进步。在中美利差较大及人民币升值的背景下，海外资金配置Ａ股仍是长期趋势，居民配置权益也是长期趋势。总体来看，市场有中长期基本面支撑。权重股处于低估值，这也使得主板市场向下空间有限。但较多板块估值已经很高，结构性泡沫明显，美国临近大选的情况下中美关系又比较紧张，风险点始终存在，市场在大涨之后有震荡整固需求。","fund":{"_id":3000000002330,"stockCode":"002330","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2016-01-10T16:00:00.000Z","setUpScale":201700000,"market":"a","tickerId":2330,"custody":"交通银行股份有限公司","name":"兴业聚宝灵活配置混合型证券投资基金","shortName":"兴业聚宝灵活配置混合","fundSecondLevel":"hybrid","__csrcFundId":4456,"fundStatus":"normal","lastUpdated":"2023-10-14T10:49:48.500Z","masterFundFlag":1,"inceptionDate":"2016-02-02T16:00:00.000Z","fundCollectionId":4000050810000,"currency":"CNY","masterFundShortName":"兴业聚宝灵活配置混合","delistedDate":"2022-11-24T16:00:00.000Z"},"announcement":{"linkText":"兴业聚宝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=457930","linkType":"PDF","source":"csrc_pdf"}}]}