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关行业中，汽车板块上涨11.3%，有色板块上涨11.3%，电力设备板块微涨0.2%。　　展望未来一个季度，经济周期的回落与经济的新旧更替正在同步发生，我们正处于这样的进程中，新的产业链条正在逐渐取代旧产业，成为国民经济的主体支柱。随着这个进程的深入，经济活动的扩张、收入水平的提升，都将是一个缓慢但持续的过程。未来一段时期，国内政策、汇率水平、海外地缘冲突等指标将是新的边际影响变量，我们也将对此进行持续的观察。新能源新材料行业发展空间广阔，看好投资前景，价值与成长兼备，我们将根据市场变化对组合进行持续的优化调整。","declarationDate":"2025-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:17:01.071Z","fund":{"_id":3000000005037,"stockCode":"005037","stockType":"fund","areaCode":"cn","followedNum":53,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2017-08-13T16:00:00.000Z","setUpScale":86557500,"market":"a","tickerId":5037,"custody":"中国工商银行股份有限公司","name":"银华新能源新材料量化优选股票型发起式证券投资基金","shortName":"银华新能源新材料量化股票发起式(005037)","fundSecondLevel":"company","__csrcFundId":4757,"fundStatus":"normal","lastUpdated":"2026-04-30T19:25:31.654Z","masterFundFlag":1,"inceptionDate":"2017-09-14T16:00:00.000Z","fundCollectionId":4000050140000,"currency":"CNY","masterFundShortName":"银华新能源新材料量化股票发起式","pinyin":"yhxnyxcllhyxgpxfqszqtzjj","managers":[{"stockCode":"db20568152","stockType":"fund_manager","exchange":"fm","tickerId":122524178150,"name":"李宜璇"},{"stockCode":"db20154133","stockType":"fund_manager","exchange":"fm","tickerId":2611120300,"name":"张凯"},{"stockCode":"db20831737","stockType":"fund_manager","exchange":"fm","tickerId":2520210350,"name":"杨腾"}]},"announcement":{"linkText":"银华新能源新材料量化优选股票型发起式证券投资基金2025年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1267456","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec84d7fea5b3eb047b8fc","date":"2024-12-30T16:00:00.000Z","stockId":3000000005037,"sao":"2024年，国内外的宏观经济运行都呈现出一些新的特点。国内方面，经济主基调是在新旧转换的过程中寻求质与量的平衡点。分经济部门来看，居民消费领域仍然延续了此前的复苏趋势，而商务活动的复苏进程仍然较弱。这样的消费结构使消费领域呈现年节化、家庭化、中低价位段的特征。此外，宏观政策在诸多方面提升了支持力度，包括地产、化债、消费补贴、资本市场支持等。国外方面，美联储三次下调联邦基金利率，正式进入降息周期；而另一方面，伴随美国政府的换届，其货币、财政、关税政策仍存在预期不明朗之处。在上述因素的作用下，A股市场主要指数在2024年明显反弹。2024年A股市场主要相关指数表现如下，创业板上涨13.2%，沪深300上涨14.7%。新能源新材料相关行业中，汽车板块上涨17.6%，有色板块上涨7.8%，电力设备板块上涨6.1%。","declarationDate":"2025-01-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:17:01.069Z","mo":"展望2025年，宏观政策对经济的支撑作用有望逐步显现。从更远的视角来看，经济周期的回落与经济的新旧更替正在同步发生，我们正处于这样的进程中。随着这个进程的深入，经济活动的扩张、收入水平的提升，都将是一个缓慢但持续的过程；而随着新旧更替的深入，经济也将会逐渐出现一些新的特点。未来一段时期，国内政策、汇率水平、海外地缘冲突等指标将是新的边际影响变量，我们也将对此进行持续的观察。新能源新材料行业发展空间广阔，看好投资前景，价值与成长兼备，我们将根据市场变化对组合进行持续的优化调整。","fund":{"_id":3000000005037,"stockCode":"005037","stockType":"fund","areaCode":"cn","followedNum":53,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2017-08-13T16:00:00.000Z","setUpScale":86557500,"market":"a","tickerId":5037,"custody":"中国工商银行股份有限公司","name":"银华新能源新材料量化优选股票型发起式证券投资基金","shortName":"银华新能源新材料量化股票发起式(005037)","fundSecondLevel":"company","__csrcFundId":4757,"fundStatus":"normal","lastUpdated":"2026-04-30T19:25:31.654Z","masterFundFlag":1,"inceptionDate":"2017-09-14T16:00:00.000Z","fundCollectionId":4000050140000,"currency":"CNY","masterFundShortName":"银华新能源新材料量化股票发起式","pinyin":"yhxnyxcllhyxgpxfqszqtzjj","managers":[{"stockCode":"db20568152","stockType":"fund_manager","exchange":"fm","tickerId":122524178150,"name":"李宜璇"},{"stockCode":"db20154133","stockType":"fund_manager","exchange":"fm","tickerId":2611120300,"name":"张凯"},{"stockCode":"db20831737","stockType":"fund_manager","exchange":"fm","tickerId":2520210350,"name":"杨腾"}]},"announcement":{"linkText":"银华新能源新材料量化优选股票型发起式证券投资基金2024年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1250221","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec84d7fea5b3eb047b8fb","date":"2024-09-29T16:00:00.000Z","stockId":3000000005037,"sao":"2024年三季度，经济整体上延续了今年以来的弱复苏状态；同时，国内外环境也在发生一些积极的变化，这些变化导致经济的复苏预期显著提升。海外方面，美联储在9月中旬降低联邦基金利率50个基点，正式转入降息周期，这使得国内外的息差快速收敛，同时对人民币汇率环境支撑明显。国内方面，多部门在9月下旬联合出台支持性宏观政策，涉及到政策利率、存量房贷利率、资本市场支持等多个方面。在上述因素的作用下，A股市场在三季度中大幅反弹。2024年三季度A股市场主要相关指数表现如下，创业板上涨29.2%，沪深300上涨16.1%。新能源新材料相关行业中，汽车板块上涨16.0%，有色板块上涨11.4%，电力设备板块上涨21.6%。　　展望2024年四季度，经济周期的回落与经济的新旧更替正在同步发生，我们正处于这样的进程中。随着这个进程的深入，经济活动的扩张、收入水平的提升，都将是一个缓慢但持续的过程。未来一段时期，国内政策、汇率水平、海外地缘冲突等指标将是新的边际影响变量，我们也将对此进行持续的观察。整体而言，新能源新材料行业发展空间广阔，看好投资前景，价值与成长兼备，我们将根据市场变化对组合进行持续的优化调整。","declarationDate":"2024-10-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:17:01.066Z","fund":{"_id":3000000005037,"stockCode":"005037","stockType":"fund","areaCode":"cn","followedNum":53,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2017-08-13T16:00:00.000Z","setUpScale":86557500,"market":"a","tickerId":5037,"custody":"中国工商银行股份有限公司","name":"银华新能源新材料量化优选股票型发起式证券投资基金","shortName":"银华新能源新材料量化股票发起式(005037)","fundSecondLevel":"company","__csrcFundId":4757,"fundStatus":"normal","lastUpdated":"2026-04-30T19:25:31.654Z","masterFundFlag":1,"inceptionDate":"2017-09-14T16:00:00.000Z","fundCollectionId":4000050140000,"currency":"CNY","masterFundShortName":"银华新能源新材料量化股票发起式","pinyin":"yhxnyxcllhyxgpxfqszqtzjj","managers":[{"stockCode":"db20568152","stockType":"fund_manager","exchange":"fm","tickerId":122524178150,"name":"李宜璇"},{"stockCode":"db20154133","stockType":"fund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