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4月底市场触底反弹的过程中，风格分化严重，新能源代表的成长股持续上涨超出预期，组合中的部分策略在稳增长方向的持仓（金融、地产等）拖累了整体表现。基于此，在保持业绩稳定性的基础上，结合策略与风格、行业的把握，我们对策略权重进行了适当调整，后续，我们仍会通过不断完善策略提升产品业绩。","declarationDate":"2022-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:22:03.688Z","mo":"展望下半年，海外方面，美联储加息及缩表靴子落地，俄乌冲突也将逐渐被市场所消化。国内方面，随着疫情冲击的减弱，稳增长政策的发力，经济活动逐渐恢复。从资本市场角度看，疫情对上市公司的业绩带来了较大影响，加速了整体业绩的触底，A股整体的盈利增速有望企稳回升。环比来看，下半年的利润大概率好于上半年，为资本市场提供了基本面支撑。从行业来看，高景气的光伏、新能源等板块的景气度持续被验证，是资金长期重点配置方向，留意细分板块高低切换的机会。另外随着疫情缓解，经济秩序逐渐恢复，受疫情影响的医药和消费等板块也存在布局机会。","fund":{"_id":3000000006225,"stockCode":"006225","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-08-26T16:00:00.000Z","setUpScale":239909000,"market":"a","tickerId":6225,"name":"人保量化基本面混合A","shortName":"人保量化混合A","fundSecondLevel":"hybrid","fundStatus":"normal","lastUpdated":"2026-07-24T21:23:27.720Z","inceptionDate":"2018-09-26T16:00:00.000Z","fundCollectionId":4000051410000,"currency":"CNY","delistedDate":"2023-09-19T16:00:00.000Z","masterFundShortName":"人保量化混合"},"announcement":{"linkText":"人保量化基本面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=780341","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec97b7fea5b3eb04928d0","date":"2022-03-30T16:00:00.000Z","stockId":3000000006225,"sao":"报告期内，基金管理人根据基金合同约定，利用量化模型对基金进行投资管理和风险控制。投资策略方面，通过数量化方法，以量化基本面多因子选股策略为主要投资策略，通过多种辅助策略的配合进行投资实践。一季度市场发生了较大幅度的下跌，年初时组合以量化多因子事件策略为主使得组合出现了较大回撤，在一月末进行了模型的调整，降低了组合的锐度，减少了模型的风险暴露，以更加分散化的组合投资方式进行投资操作，一定程度上起到了组合相对回撤的作用，但模型的alpha在一季度表现不佳使得基金没有取得理想的收益，基金管理人将继续根据市场变化不断努力改进优化策略，深入挖掘股票市场的alpha，提高策略表现为持有人争取长期稳定的超额收益。","declarationDate":"2022-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:22:03.685Z","fund":{"_id":3000000006225,"stockCode":"006225","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-08-26T16:00:00.000Z","setUpScale":239909000,"market":"a","tickerId":6225,"name":"人保量化基本面混合A","shortName":"人保量化混合A","fundSecondLevel":"hybrid","fundStatus":"normal","lastUpdated":"2026-07-24T21:23:27.720Z","inceptionDate":"2018-09-26T16:00:00.000Z","fundCollectionId":4000051410000,"currency":"CNY","delistedDate":"2023-09-19T16:00:00.000Z","masterFundShortName":"人保量化混合"},"announcement":{"linkText":"人保量化基本面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=730152","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec97b7fea5b3eb04928cf","date":"2021-12-30T16:00:00.000Z","stockId":3000000006225,"sao":"本基金为主动量化偏股混合型基金，主要投资方式为运用数量化方法及时、充分地捕捉和挖掘市场信息，充分利用分析师预期数据和上市公司财务数据构建量化模型，力求在基本面向好的公司中精选经营超越市场预期的阿尔法机会。2021年，市场经历了较大幅度的波动，全年看年初时价值风格占优，第二季度到第三季度成长风格明显占优，四季度前期热门的高成长板块迎来了持续性的下跌。本基金使用数量化模型作为主要工具进行投资实践，基金在前三季度风格上在成长风格上进行了较大的暴露，体现为沿着高景气赛道进行市值下沉，取得了较好的收益。进入四季度后，市场风格发生了较明显的改变，前期涨幅较大的热门赛道股出现了持续性的下跌，本基金在四季度未能及时地对策略进行调整，沿用了之前高成长风格暴露的特征，导致在第四季度特别是12月产生了较大的回撤，并且在回撤发生的过程中选择了坚持原有策略，没有及时地对策略进行重新审视和调整，也是持续回撤的主要原因。通过总结四季度回撤的教训，使用更加严格的风险控制体系对基金组合进行管理，增加了基金组合的稳健性，并通过数量化手段更加敏锐地捕捉市场风格变化，力求将教训转化为提升基金业绩的宝贵经验。未来基金管理人将不断根据市场最新的变化对策略进行持续的优化改进，努力持续地为持有人获取超额收益。","declarationDate":"2022-01-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:22:03.683Z","mo":"展望2022年，宏观经济形势面临着一定的失速风险，货币政策和财政政策将较为宽松，预计宏观政策对于资本市场整体将较为友好；同时外部环境来看，美联储加息政策也将逐步影响全球市场的风险偏好；此外A股的整体企业盈利增速也将在2022年出现放缓。因此对2022年市场整体上做宽幅震荡的判断，全年将在较为谨慎的策略中寻找阶段性的结构性机会，预计在稳经济预期和相对宽松的货币政策共同作用下成长风格和价值风格在全年将经历多次反复，通过主动地风格暴露获取超额收益将更为困难。因此在策略上将优先控制相对基准的风险暴露，以获得更高的风险调整后超额收益为目标管理组合。","fund":{"_id":3000000006225,"stockCode":"006225","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-08-26T16:00:00.000Z","setUpScale":239909000,"market":"a","tickerId":6225,"name":"人保量化基本面混合A","shortName":"人保量化混合A","fundSecondLevel":"hybrid","fundStatus":"normal","lastUpdated":"2026-07-24T21:23:27.720Z","inceptionDate":"2018-09-26T16:00:00.000Z","fundCollectionId":4000051410000,"currency":"CNY","delistedDate":"2023-09-19T16:00:00.000Z","masterFundShortName":"人保量化混合"},"announcement":{"linkText":"人保量化基本面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=714163","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec97b7fea5b3eb04928ce","date":"2021-09-29T16:00:00.000Z","stockId":3000000006225,"sao":"本基金为主动量化偏股混合型基金，主要投资方式为运用数量化方法及时、充分地捕捉和挖掘市场信息，充分利用分析师预期数据和上市公司财务数据构建量化模型，自下而上地力求在基本面向好的公司中精选经营超越市场预期的阿尔法机会。展望四季度，预计成长占优风格将会持续，本基金将会继续坚持在高景气赛道中市值下沉的整体思路，努力通过量化方法在成长风格中获取较优秀的超额收益。","declarationDate":"2021-10-26T16:00:00.000Z","lastUpdated":"2026-03-09T13:22:03.680Z","fund":{"_id":3000000006225,"stockCode":"006225","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2018-08-26T16:00:00.000Z","setUpScale":239909000,"market":"a","tickerId":6225,"name":"人保量化基本面混合A","shortName":"人保量化混合A","fundSecondLevel":"hybrid","fundStatus":"normal","lastUpdated":"2026-07-24T21:23:27.720Z","inceptionDate":"2018-09-26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