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济过于悲观的预期，目前市场处于底部区域，站在中长期的时间维度上我们对中国经济特别是中国制造业充满信心。报告期内，本基金保持了在新兴成长行业中低估值成长股的配置比例。目前优质成长股估值处于非常低估的水平，诸多高景气成长行业优质公司业绩持续高增长，目前位置上市场上行的空间远远大于下行的风险。本产品将挖掘高景气成长行业中低估值优质成长股作为核心持仓，将继续勤勉尽责，为持有人贡献回报。","declarationDate":"2022-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:12:51.195Z","fund":{"_id":3000000003567,"stockCode":"003567","stockType":"fund","areaCode":"cn","followedNum":155,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2016-12-28T16:00:00.000Z","setUpScale":381635000,"market":"a","tickerId":3567,"custody":"中国银行股份有限公司","name":"华夏行业景气混合型证券投资基金","shortName":"华夏行业景气混合(003567)","fundSecondLevel":"hybrid","__csrcFundId":1390,"fundStatus":"normal","lastUpdated":"2026-04-30T18:55:44.436Z","masterFundFlag":1,"inceptionDate":"2017-02-03T16:00:00.000Z","fundCollectionId":4000050030000,"currency":"CNY","memoNum":4,"masterFundShortName":"华夏行业景气混合","pinyin":"hxhyjqhhxzqtzjj","managers":[{"stockCode":"db20759637","stockType":"fund_manager","exchange":"fm","tickerId":2619205670,"name":"钟帅"}]},"announcement":{"linkText":"华夏行业景气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=803547","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec7537fea5b3eb0468edf","date":"2022-06-29T16:00:00.000Z","stockId":3000000003567,"sao":"上半年市场经历了较大幅度调整，随着疫情防控政策调整和稳增长政策逐步落实，市场得到了修复，以新能源汽车产业链为代表的先进制造业也展现了较强的韧性。报告期内，本基金适度降低了仓位，增加了新能源汽车产业链和医药的配置比例。","declarationDate":"2022-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:12:51.191Z","mo":"目前成长股估值处于相对合理水平，诸多高景气成长行业优质公司业绩持续高增长。下半年随着经济复苏和经济结构转型，成长股仍然有较大可能性成为市场的主角，本产品将挖掘高景气成长行业中低估值优质成长股作为核心持仓。珍惜基金份额持有人的每一分投资和每一份信任，本基金将奉行华夏基金管理有限公司“为信任奉献回报”的经营理念，规范运作，审慎投资，勤勉尽责地为基金份额持有人谋求长期、稳定的回报。","fund":{"_id":3000000003567,"stockCode":"003567","stockType":"fund","areaCode":"cn","followedNum":155,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2016-12-28T16:00:00.000Z","setUpScale":381635000,"market":"a","tickerId":3567,"custody":"中国银行股份有限公司","name":"华夏行业景气混合型证券投资基金","shortName":"华夏行业景气混合(003567)","fundSecondLevel":"hybrid","__csrcFundId":1390,"fundStatus":"normal","lastUpdated":"2026-04-30T18:55:44.436Z","masterFundFlag":1,"inceptionDate":"2017-02-03T16:00:00.000Z","fundCollectionId":4000050030000,"currency":"CNY","memoNum":4,"masterFundShortName":"华夏行业景气混合","pinyin":"hxhyjqhhxzqtzjj","managers":[{"stockCode":"db20759637","stockType":"fund_manager","exchange":"fm","tickerId":2619205670,"name":"钟帅"}]},"announcement":{"linkText":"81华夏行业景气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=781255","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec7537fea5b3eb0468ede","date":"2022-03-30T16:00:00.000Z","stockId":3000000003567,"sao":"年初以来市场经历了较大幅度调整，权益市场流动性在短期内出现了衰竭，我们倾向于认为市场调整的主因是经济增速放缓和紧缩性政策带来的居民收入预期下调和市场风险偏好下降，同时美联储缩表和疫情反复也对市场有一定影响。目前成长股估值处于相对低位，部分高景气成长行业优质公司业绩持续高增长，如果下半年权益市场流动性能有所恢复，成长股仍然有较大可能性成为市场反弹的主角。报告期内，本基金适度降低了仓位，增加了新能源汽车产业链和医药的配置比例，核心持仓以高景气行业中低估值成长股为主。我们将继续勤勉尽责，努力自下而上挖掘优质成长股，为持有人贡献回报。","declarationDate":"2022-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:12:51.188Z","fund":{"_id":3000000003567,"stockCode":"003567","stockType":"fund","areaCode":"cn","followedNum":155,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2016-12-28T16:00:00.000Z","setUpScale":381635000,"market":"a","tickerId":3567,"custody":"中国银行股份有限公司","name":"华夏行业景气混合型证券投资基金","shortName":"华夏行业景气混合(003567)","fundSecondLevel":"hybrid","__csrcFundId":1390,"fundStatus":"normal","lastUpdated":"2026-04-30T18:55:44.436Z","masterFundFlag":1,"inceptionDate":"2017-02-03T16:00:00.000Z","fundCollectionId":4000050030000,"currency":"CNY","memoNum":4,"masterFundShortName":"华夏行业景气混合","pinyin":"hxhyjqhhxzqtzjj","managers":[{"stockCode":"db20759637","stockType":"fund_manager","exchange":"fm","tickerId":2619205670,"name":"钟帅"}]},"announcement":{"linkText":"华夏行业景气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=722199","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec7537fea5b3eb0468edd","date":"2021-12-30T16:00:00.000Z","stockId":3000000003567,"sao":"2021年初我们认为经历连续两年的大幅上涨后，“核心资产”的估值已经无法与业绩增速相匹配，在所谓“核心资产”上躺赢的时代可能结束了。2021年以新能源、半导体、军工为代表的高景气成长赛道实现了较大涨幅，中小市值成长风格相对占优。报告期内，本基金以新能源汽车产业链为核心投资方向，同时在半导体、光伏、化工新材料、消费电子等方向布局了符合我们投资框架的优质成长个股，取得了较好的投资业绩。感谢各位持有人的信任，本基金规模在报告期内得到了较大幅度增长，在2022年我们将继续坚守价值投资理念，勤奋调研，规范运作，审慎投资，勤勉尽责地为基金份额持有人谋求回报。","declarationDate":"2022-01-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:12:51.185Z","mo":"2022年将是充满挑战的一年，机遇与风险并存。风险主要来自两个方面：一是经济增速大幅放缓，以及随之而来的经济社会生活全方位的变化；二是后疫情时代我们选择怎样的方式与新冠病毒长期共存，并支付这种选择所带来的成本。我们认为市场经过调整后，在经济增速放缓、经济结构转型与流动性环境相对宽松的组合下，成长板块仍然存在大量的结构性投资机会。第一，业绩复苏的高端制造业。2021年受原材料价格上涨、疫情频发、限电政策等因素影响，很多制造业公司业绩受到压制，一些质地优良且有长期成长逻辑的制造业公司2022年很有可能会迎来业绩复苏。这批公司藏身于诸如消费电子、高端装备制造、新能源、军工等高景气行业的相关产业链之中，值得深入挖掘。第二，困境反转的成长板块，如传媒和医药。这两个板块需求受宏观经济波动影响较小，自身有独立成长逻辑，在经历了估值收缩和盈利预期调整后目前已经具备了底部反转的条件。第三，国企改革。2022年是国企改革三年考核收关之年，做大做强公有制经济，以国有资本主导新兴产业发展符合我们的国家战略和中国社会的发展趋势。在这个大背景下，我们相信在2022年会有一批具有较强产业竞争力、激励机制得到充分改善的优秀国企在资本市场脱颖而出。珍惜基金份额持有人的每一分投资和每一份信任，本基金将继续奉行华夏基金管理有限公司“为信任奉献回报”的经营理念，规范运作，审慎投资，勤勉尽责地为基金份额持有人谋求长期、稳定的回报。","fund":{"_id":3000000003567,"stockCode":"003567","stockType":"fund","areaCode":"cn","followedNum":155,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2016-12-28T16:00:00.000Z","setUpScale":381635000,"market":"a","tickerId":3567,"custody":"中国银行股份有限公司","name":"华夏行业景气混合型证券投资基金","shortName":"华夏行业景气混合(003567)","fundSecondLevel":"hybrid","__csrcFundId":1390,"fundStatus":"normal","lastUpdated":"2026-04-30T18:55:44.436Z","masterFundFlag":1,"inceptionDate":"2017-02-03T16:00:00.000Z","fundCollectionId":4000050030000,"currency":"CNY","memoNum":4,"masterFundShortName":"华夏行业景气混合","pinyin":"hxhyjqhhxzqtzjj","managers":[{"stockCode":"db20759637","stockType":"fund_manager","exchange":"fm","tickerId":2619205670,"name":"钟帅"}]},"announcement":{"linkText":"华夏行业景气混合型证券投资基金2021年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=711268","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec7537fea5b3eb0468edc","date":"2021-09-29T16:00:00.000Z","stockId":3000000003567,"sao":"三季度，受碳减排、能耗双控政策逐步落地的影响，诸多偏上游环节出现价格大幅上涨，周期品“涨价”成为近期市场主线，同时成长板块出现震荡整理。上游原材料大幅涨价对中游制造业利润的挤压需要高度重视。报告期内，本基金适度降低了仓位，投资标的主要集中在行业景气度较高的新能源汽车、半导体、光伏、化工新材料、军工等产业方向，并在医药和传媒行业中布局了优质成长个股。我们会始终坚守自己的投资框架，专注成长股投资，专注自下而上挖掘“灰马”，目前时点与其调仓去追逐周期股，不如安心在成长赛道里面勤奋研究，积极布局。我们相信未来周期和成长都会有大量结构性投资机会，专注做好自己擅长的事是最重要的。我们将继续奉行 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