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三季度基金整体仓位较高，行业配置上比较均衡，主要配置了银行、军工、化工、消费、科技、新能源等领域，整体持仓的估值保持在一个合理的水平。","declarationDate":"2021-10-26T16:00:00.000Z","lastUpdated":"2026-03-09T13:23:31.570Z","fund":{"_id":3000000006564,"stockCode":"006564","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-03-19T16:00:00.000Z","setUpScale":247112000,"market":"a","tickerId":6564,"custody":"兴业银行股份有限公司","name":"圆信永丰精选回报混合型证券投资基金","shortName":"圆信永丰精选回报(006564)","fundSecondLevel":"hybrid","__csrcFundId":6204,"fundStatus":"normal","lastUpdated":"2026-04-30T20:14:00.228Z","masterFundFlag":1,"inceptionDate":"2019-05-14T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰精选回报","pinyin":"yxyfjxhbhhxzqtzjj","managers":[{"stockCode":"8801608502","stockType":"fund_manager","exchange":"fm","tickerId":2623191480,"name":"邹维"}]},"announcement":{"linkText":"圆信永丰精选回报混合型证券投资基金2021年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=653567","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec9d37fea5b3eb0498734","date":"2021-06-29T16:00:00.000Z","stockId":3000000006564,"sao":"2021年上半年上证综指上涨3.40%，沪深300指数上涨0.24%，创业板指上涨17.22%。市场风格比较分化，各板块表现差异较大，以新能源、半导体为代表的成长股，以及以钢铁、有色为代表的周期股表现较好，传统的蓝筹价值股表现较差。本基金在目标企业的选择上，主要分成三类，一是偏向于业绩长期稳定，估值较低，股息率较高的企业，这部分股票期望可以提供长期稳定的收益；二是偏向于在各自领域具有较强竞争力，可以持续超越行业和对手的企业，这部分股票长期跟踪，期望可以提供超额收益；三是偏向于受益行业向上趋势的企业，这部分股票期望为组合提供一定的弹性。在行业配置上，基金配置了银行、消费、高端制造、科技创新等领域的龙头企业，适当增加了军工股的配置。","declarationDate":"2021-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:23:31.568Z","mo":"由于新冠疫情的反复，上半年居民消费复苏不及预期，随着出口动能的下降，以及房地产投资力度的减弱，下半年经济面临一定的下行压力，预计流动性保持相对宽松。在经济走弱和流动性没有明显收紧的环境下，预计市场整体表现平稳，存在结构性的行情。目前市场各板块估值水平比较分化，要更加注重长期业绩增长与估值的匹配，优中选优。","fund":{"_id":3000000006564,"stockCode":"006564","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-03-19T16:00:00.000Z","setUpScale":247112000,"market":"a","tickerId":6564,"custody":"兴业银行股份有限公司","name":"圆信永丰精选回报混合型证券投资基金","shortName":"圆信永丰精选回报(006564)","fundSecondLevel":"hybrid","__csrcFundId":6204,"fundStatus":"normal","lastUpdated":"2026-04-30T20:14:00.228Z","masterFundFlag":1,"inceptionDate":"2019-05-14T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰精选回报","pinyin":"yxyfjxhbhhxzqtzjj","managers":[{"stockCode":"8801608502","stockType":"fund_manager","exchange":"fm","tickerId":2623191480,"name":"邹维"}]},"announcement":{"linkText":"圆信永丰精选回报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=633853","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec9d37fea5b3eb0498733","stockId":3000000006564,"sao":"2021年一季度上证综指下跌0.9%，沪深300指数下跌3.13%，创业板指下跌7%。市场波动较大，前期涨幅较大的基金重仓股调整较多。各板块涨幅分化比较严重，钢铁、公用事业、银行等板块涨幅靠前，国防军工、非银金融、通信等板块涨幅靠后。本基金在目标企业的选择上，主要分成三类，一是偏向于业绩长期稳定，估值较低，股息率较高的企业，这部分股票期望可以提供长期稳定的收益；二是偏向于在各自领域具有较强竞争力，可以持续超越行业和对手的企业，这部分股票长期跟踪，期望可以提供超额收益；三是偏向于受益行业向上趋势的企业，这部分股票期望为组合提供一定的弹性。一季度基金整体仓位较高，行业配置上比较均衡，主要配置了金融地产、消费、新能源、机械制造、科技等领域，适当增加了周期股的配置，适当降低了整体持仓的估值。","date":"2021-03-30T16:00:00.000Z","declarationDate":"2021-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:23:31.565Z","fund":{"_id":3000000006564,"stockCode":"006564","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-03-19T16:00:00.000Z","setUpScale":247112000,"market":"a","tickerId":6564,"custody":"兴业银行股份有限公司","name":"圆信永丰精选回报混合型证券投资基金","shortName":"圆信永丰精选回报(006564)","fundSecondLevel":"hybrid","__csrcFundId":6204,"fundStatus":"normal","lastUpdated":"2026-04-30T20:14:00.228Z","masterFundFlag":1,"inceptionDate":"2019-05-14T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰精选回报","pinyin":"yxyfjxhbhhxzqtzjj","managers":[{"stockCode":"8801608502","stockType":"fund_manager","exchange":"fm","tickerId":2623191480,"name":"邹维"}]},"announcement":{"linkText":"圆信永丰精选回报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=572345","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec9d37fea5b3eb0498732","stockId":3000000006564,"sao":"2020年上证综指上涨13.87%，沪深300指数上涨27.21%，创业板指上涨64.96%。市场取得了较好的表现，各板块涨幅分化比较严重，光伏新能源、食品饮料、医药等板块涨幅靠前，金融地产、通信、建筑等板块涨幅靠后。各行业龙头涨幅明显。本基金在目标企业的选择上，主要分成三类，一是偏向于业绩长期稳定，估值较低，股息率较高的企业，这部分股票期望可以提供长期稳定的收益；二是偏向于在各自领域具有较强竞争力，可以持续超越行业和对手的企业，这部分股票长期跟踪，期望可以提供超额收益；三是偏向于受益行业向上趋势的企业，这部分股票期望为组合提供一定的弹性。全年基金保持了较高的仓位，行业配置上比较均衡，主要配置了金融地产、消费、新能源、机械制造、科技等领域。","date":"2020-12-30T16:00:00.000Z","declarationDate":"2021-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:23:31.562Z","mo":"由于我国采取了较为妥善的防疫措施，国内经济逐季复苏，预计今年可以延续这一趋势。随着疫苗的接种，海外疫情也将逐渐缓解。在此大背景下，预计今年整体市场的流动性边际上要弱于去年，因此预期收益率不应太高。行业配置上，看好大金融、化工等低估值顺周期行业，以及军工、新能源等景气度较高的行业。从个股选择上，除了坚持一贯的配置思路，要更注重估值和成长性的匹配。","fund":{"_id":3000000006564,"stockCode":"006564","stockType":"fund","areaCode":"cn","followedNum":2,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"sto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