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幅显著，对于地缘和国家阅兵以及海外科技方向的确定性来说，市场收益的反应较显著。消费行业方面，中证内地消费收益-4.13%，重点行业中食品饮料（申万）收益-7.33%，家用电器（申万）收益-1.17%。年初房地产在小阳春后阶段性回落、消费政策性补贴的阶段性变化、政务中餐饮消费政策的变化，均在上半年影响着消费细分行业基本面的方向。新一代消费者对美护、悦己、情感陪伴类产品的需求倾向有明显体现，我们相信消费群体的认知和需求的持续性以及消费需求的刚性仍会在后续产品力供给侧更丰富的过程中继续体现。本产品在报告期初对仓位的估值苛刻度进行了提高，后续随着中国整体经济企稳回升、科技进步等商业模式的落地，我们对整体经济和消费力回升的确信度逐渐加强，从而加大对中国核心供给受限的优质资产如港股互联网的配置，同时仍对基本面和股价的匹配程度保持警惕。","declarationDate":"2025-07-17T16:00:00.000Z","lastUpdated":"2026-03-09T13:24:03.873Z","mo":"随着后续国际关系和地缘冲突放缓和边际影响降低，影响经济和市场的主要权重预计会回到国内经济和政策方向上。宏观环境中货币空间以及财政有效方向均有可实现的落脚点，后续低利率的环境、根据经济情况相机抉择的政策逻辑预计将维持市场对标的公司的估值更多锚定在自身盈利能力上。","fund":{"_id":3000000006671,"stockCode":"006671","stockType":"fund","areaCode":"cn","followedNum":23,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-04-24T16:00:00.000Z","setUpScale":1651360000,"market":"a","tickerId":6671,"custody":"中国建设银行股份有限公司","name":"广发消费升级股票型证券投资基金","shortName":"广发消费升级股票(006671)","fundSecondLevel":"company","__csrcFundId":6235,"fundStatus":"normal","lastUpdated":"2026-04-30T20:18:21.054Z","masterFundFlag":1,"inceptionDate":"2019-05-26T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发消费升级股票","pinyin":"gfxfsjgpxzqtzjj","managers":[{"stockCode":"j101020058","stockType":"fund_manager","exchange":"fm","tickerId":100417246710,"name":"姜冬青"}]},"announcement":{"linkText":"广发消费升级股票型证券投资基金2025年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1342527","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec9f37fea5b3eb049a8ed","date":"2025-03-30T16:00:00.000Z","stockId":3000000006671,"sao":"2025年一季度，在经历春节期间《哪吒2》和deepseek等中国优质产品的推出，且在2024年4季度以来政策鼓励、流动性较宽松的环境中，A股市场走出较为稳定的态势。沪深300指数下跌1.21%；科创类结构性优势明显，科创成长指数上涨11.79%。消费行业申万消费指数上涨1.40%，重点细分行业中食品饮料下跌1.17%，家用电器上涨4.38%。财政端的持续发力以及消费补贴的延续对内需的增长有显著提振作用。房地产行业，年初一二线城市的小阳春带动整体消费预期显著提升。后续随着房地产行业进入淡季，预计能逐渐明确房地产行业企稳的节奏，这也是观察经济企稳的重要信号之一。消费行业经历较长时间的低迷，在市场过度悲观的情绪中，出现了很多基本面企稳上行但估值极具性价比的标的，本基金在一季度增配了这类标的。随着国内经济企稳回升、科技进步带来的新商业模式的落地，我们对经济整体和消费力的回升很有信心，从而加大了对国内优质资产如港股互联网的配置。消费行业结构分化，不断涌现出的新消费模式和产品升级激发消费者的热情，也让我们对国内消费的潜力充满信心。","declarationDate":"2025-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:24:03.870Z","fund":{"_id":3000000006671,"stockCode":"006671","stockType":"fund","areaCode":"cn","followedNum":23,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-04-24T16:00:00.000Z","setUpScale":1651360000,"market":"a","tickerId":6671,"custody":"中国建设银行股份有限公司","name":"广发消费升级股票型证券投资基金","shortName":"广发消费升级股票(006671)","fundSecondLevel":"company","__csrcFundId":6235,"fundStatus":"normal","lastUpdated":"2026-04-30T20:18:21.054Z","masterFundFlag":1,"inceptionDate":"2019-05-26T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发消费升级股票","pinyin":"gfxfsjgpxzqtzjj","managers":[{"stockCode":"j101020058","stockType":"fund_manager","exchange":"fm","tickerId":100417246710,"name":"姜冬青"}]},"announcement":{"linkText":"广发消费升级股票型证券投资基金2025年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1265972","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec9f37fea5b3eb049a8ec","date":"2024-12-30T16:00:00.000Z","stockId":3000000006671,"sao":"A股方面，管理人在2024年中期预期下半年财政投资项目落地加速，地产在政策持续加码的背景下可能存在正的预期差。不管是在债券市场，还是股票市场，都过多反映了长端无风险收益率下行的预期。如果经济复苏得到验证，市场风格有望再平衡。回看2024年，9月份是个分水岭。9月24日，国务院新闻办公室举行新闻发布会，同时推出多项重磅政策，包括降准、降息、降存量房贷利率，并创设新的货币工具支持股票市场发展等，开启了新一轮政策刺激周期。在此期间，市场也出现了快速上涨。政策出台后，地产的销售和价格出现了脉冲式复苏，随后转弱。市场风格也跟随出现了再次调整。长久期国债收益率再次下行，市场转向主题投资风格。操作方面，本基金一季度降低了防御性个股的配置，集中了仓位，提高了可选消费品和港股互联网的配置；二季度组合优化了港股部分仓位的配置，因二季度国内消费数据走弱，组合降低了单一子行业的配置占比，降低组合风险；三季度增加了港股互联网和保险的配置；四季度降低了前期涨幅较大、预期高的港股可选消费个股的配置，增加了估值较为合理的港股食品饮料个股。","declarationDate":"2025-01-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:24:03.868Z","mo":"展望2025年，外部不确定性增加的同时，内部在政策刺激和积极托举下有望进一步修复。诚然消费者信心的修复往往滞后于经济的实际修复，但在流动性宽松且预期明确之时市场对消费价值提升预期的反映也较为提前。消费属于显著需求常存且供给端常有结构性优势的行业。供给端科技和物化产品发展升级是单向的，而需求端人性判断抉择具有反复性，导致需求本质不断重复性上演，差异仅在其不同时代给予消费实体不同的色彩。我们更多看好产品力国际比较优势业绩落实性显著、在逆向阶段仍能够巩固行业核心竞争力等属性的标的方向。","fund":{"_id":3000000006671,"stockCode":"006671","stockType":"fund","areaCode":"cn","followedNum":23,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-04-24T16:00:00.000Z","setUpScale":1651360000,"market":"a","tickerId":6671,"custody":"中国建设银行股份有限公司","name":"广发消费升级股票型证券投资基金","shortName":"广发消费升级股票(006671)","fundSecondLevel":"company","__csrcFundId":6235,"fundStatus":"normal","lastUpdated":"2026-04-30T20:18:21.054Z","masterFundFlag":1,"inceptionDate":"2019-05-26T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发消费升级股票","pinyin":"gfxfsjgpxzqtzjj","managers":[{"stockCode":"j101020058","stockType":"fund_manager","exchange":"fm","tickerId":100417246710,"name":"姜冬青"}]},"announcement":{"linkText":"广发消费升级股票型证券投资基金2024年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1250739","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec9f37fea5b3eb049a8eb","date":"2024-09-29T16:00:00.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当前我国面临内部风险挑战，以及“外部环境的复杂性、严峻性、不确定性上升”。国内经济不光看增长还要看结构，是稳增长与调结构相平衡的增长，在经济结构转型、新旧动能转换的复杂时期，不可避免地会面临经济增速的波动以及市场预期的反复。本基金持有较多A股消费等顺周期资产以及港股互联网、医药等板块，在国内宏观经济预期波动、美联储货币政策偏鹰派、人民币贬值、国际关系事件等多重因素影响下，本基金表现欠佳。操作方面，本基金2023年一季度减仓了医药板块配置，加仓了互联网、食品饮料；二季度降低了仓位，减少了A股食品饮料及港股医药配置；三季度减配了地产链及医药，增加了互联网配置；四季度减仓了消费、互联网，加仓了医药、生猪养殖板块。","declarationDate":"2024-01-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:24:03.856Z","mo":"展望2024年，预计国内政策仍会持续发力，在政策积极托举下，国内经济有望进一步修复，房地产投资跌幅有望收敛，基建投资、制造业投资等均将有所改善，消费也有望继续修复。但是消费者信心修复等问题仍需要一个过程，短期资本市场可能仍然承压，对市场影响更为关键的变量还是政策的力度和针对性。在这种背景下，我们关注下面几个方向：1）产品具有全球竞争力，可以通过出口打开成长空间的制造企业或者消费品牌；2）产业壁垒高、消费粘性强、盈利有韧性的赛道，估值已经处于历史较低水平；3）销售及投融资有望回暖的医药板块。从外部环境看，2023年美联储紧缩持续时间超预期为影响全球资本市场估值的重要因素。进入2024年，美国货币政策预计会呈现更为“鸽派”的表态，虽然开启降息的时点仍有较大分歧，但加息行至尾声是较为确定的事件。美国货币的边际宽松有望改善全球资本市场尤其是港股的流动性和估值。","fund":{"_id":3000000006671,"stockCode":"006671","stockType":"fund","areaCode":"cn","followedNum":23,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-04-24T16:00:00.000Z","setUpScale":1651360000,"market":"a","tickerId":6671,"custody":"中国建设银行股份有限公司","name":"广发消费升级股票型证券投资基金","shortName":"广发消费升级股票(006671)","fundSecondLevel":"company","__csrcFundId":6235,"fundStatus":"normal","lastUpdated":"2026-04-30T20:18:21.054Z","masterFundFlag":1,"inceptionDate":"2019-05-26T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发消费升级股票","pinyin":"gfxfsjgpxzqtzjj","managers":[{"stockCode":"j101020058","stockType":"fund_manager","exchange":"fm","tickerId":100417246710,"name":"姜冬青"}]},"announcement":{"linkText":"广发消费升级股票型证券投资基金2023年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1052415","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec9f37fea5b3eb049a8e7","date":"2023-09-29T16:00:00.000Z","stockId":3000000006671,"sao":"回顾三季度，7月底中央政治局会议后，中国经济政策方向明确，利好政策不断出台。地产方面，8月底开始，包括四大一线城市在内的多地推出“认房不认贷”，9月25日存量房贷调整利率正式落地，多家银行批量下调存量首套房贷利率等；财政方面，地方债务风险化解也取得更多进展，9月26日内蒙古拟发行特殊再融资债券；货币方面，央行货币政策委员会三季度例会表态积极，重申逆周期调节，可以期待城中村改造等支持工具的推出。三季度以来，国内经济延续复苏态势。8月社会消费品零售总额同比增长4.6%，增速比上月加快2.1个百分点；8月规模以上工业企业营收和利润同比增速同步转正；在“认房不认贷”放开后，四大一线城市房地产市场普遍出现来访和成交量的提升。但是，经济的复苏并非一蹴而就，仍有波折和顾虑。此外，外部压力仍可能持续一段时间，9月FOMC会议美联储立场比市场预期偏鹰派，美国10年期国债利率短期或维持高位震荡。市场表现方面，目前积极政策频出，但市场对于房地产修复的弹性仍存在分歧，未来市场表现主要受政策持续落地后需求与情绪的改善情况影响。此外，在美国高通胀背景下，10年期美国国债利率创下15年以来新高，抑制了全球主要股票市场的投资情绪。三季度，A股、H股仍然承压调整，尤其是消费等顺周期板块。目前市场已经较充分地反映了内外部的压力，这个时间点不需要特别悲观。我们重点关注估值较低、业绩增长韧性较强的顺周期个股，以及具备国际竞争力、有望通过出口打开新成长空间的消费、制造等企业。操作方面，三季度本基金降低了地产链、医药行业的配置比例，增加了港股互联网行业的配置比例。","declarationDate":"2023-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:24:03.853Z","fund":{"_id":3000000006671,"stockCode":"006671","stockType":"fund","areaCode":"cn","followedNum":23,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-04-24T16:00:00.000Z","setUpScale":1651360000,"market":"a","tickerId":6671,"custody":"中国建设银行股份有限公司","name":"广发消费升级股票型证券投资基金","shortName":"广发消费升级股票(006671)","fundSecondLevel":"company","__csrcFundId":6235,"fundStatus":"normal","lastUpdated":"2026-04-30T20:18:21.054Z","masterFundFlag":1,"inceptionDate":"2019-05-26T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发消费升级股票","pinyin":"gfxfsjgpxzqtzjj","managers":[{"stockCode":"j101020058","stockType":"fund_manager","exchange":"fm","tickerId":100417246710,"name":"姜冬青"}]},"announcement":{"linkText":"广发消费升级股票型证券投资基金2023年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=983531","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec9f37fea5b3eb049a8e6","date":"2023-06-29T16:00:00.000Z","stockId":3000000006671,"sao":"2023年以来中国经济呈弱复苏的态势，但也充满了波折。年初以来，宏观经济经历了从疫情政策变化后的第一波疫情冲击，到春节后持续近2个月的多项经济指标快速修复，再到3月以来消费、地产、基建等数据边际走弱，市场情绪从年初的乐观走向二季度的偏悲观。本基金持有较多A股消费等顺周期资产，对国内宏观经济较敏感。此外，本基金持有较多港股，港股除了受国内宏观经济预期影响之外，在美联储货币政策偏鹰派、人民币贬值、国际关系事件等多重扰动下，港股表现也欠佳。操作方面，本基金在一季度减仓了医药板块，加仓了部分港股互联网、A股食品饮料；二季度降低了股票仓位，减少A股食品饮料及港股医药的配置。","declarationDate":"2023-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:24:03.845Z","mo":"国内经济仍呈现弱修复态势，企业及消费者信心有待提高，经济复苏动能转弱，在这种背景下，国内经济顺周期的资产价格仍然承压。但是，很多优质公司的短期盈利能力确定性、中长期的成长韧性较好，估值也具备吸引力，仍值得配置和耐心等待。此外，在医药、互联网领域，政策边际改善，叠加业绩增长良好，估值也有安全边际，本基金将积极予以关注。","fund":{"_id":3000000006671,"stockCode":"006671","stockType":"fund","areaCode":"cn","followedNum":23,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-04-24T16:00:00.000Z","setUpScale":1651360000,"market":"a","tickerId":6671,"custody":"中国建设银行股份有限公司","name":"广发消费升级股票型证券投资基金","shortName":"广发消费升级股票(006671)","fundSecondLevel":"company","__csrcFundId":6235,"fundStatus":"normal","lastUpdated":"2026-04-30T20:18:21.054Z","masterFundFlag":1,"inceptionDate":"2019-05-26T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发消费升级股票","pinyin":"gfxfsjgpxzqtzjj","managers":[{"stockCode":"j101020058","stockType":"fund_manager","exchange":"fm","tickerId":100417246710,"name":"姜冬青"}]},"announcement":{"linkText":"广发消费升级股票型证券投资基金2023年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance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”，一批世界级的公司或将涌现。","fund":{"_id":3000000006671,"stockCode":"006671","stockType":"fund","areaCode":"cn","followedNum":23,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-04-24T16:00:00.000Z","setUpScale":1651360000,"market":"a","tickerId":6671,"custody":"中国建设银行股份有限公司","name":"广发消费升级股票型证券投资基金","shortName":"广发消费升级股票(006671)","fundSecondLevel":"company","__csrcFundId":6235,"fundStatus":"normal","lastUpdated":"2026-04-30T20:18:21.054Z","masterFundFlag":1,"inceptionDate":"2019-05-26T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发消费升级股票","pinyin":"gfxfsjgpxzqtzjj","managers":[{"stockCode":"j101020058","stockType":"fund_manager","exchange":"fm","tickerId":100417246710,"name":"姜冬青"}]},"announcement":{"linkText":"广发消费升级股票型证券投资基金2020年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=552871","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec9f37fea5b3eb049a8db","stockId":3000000006671,"sao":"作为行业基金，本基金更多地会从长期的角度去考虑个股配置，较少考虑季度甚至是年度的策略变化；个股调整更多地考虑估值和基本面的变化，而非某一季度的策略或者市场风格。三季度，本基金降低了个别医药和消费个股的配置，主要考虑到估值过高和行业竞争环境的变化，增加了估值较低的金融服务个股的配置。对于一些长期看好的方向，管理人在研究跟踪的过程中，仍然会长期持有和初始判断没有产生差异的个股。","date":"2020-09-29T16:00:00.000Z","declarationDate":"2020-10-27T16:00:00.000Z","lastUpdated":"2026-03-09T13:24:03.797Z","fund":{"_id":3000000006671,"stockCode":"006671","stockType":"fund","areaCode":"cn","followedNum":23,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-04-24T16:00:00.000Z","setUpScale":1651360000,"market":"a","tickerId":6671,"custody":"中国建设银行股份有限公司","name":"广发消费升级股票型证券投资基金","shortName":"广发消费升级股票(006671)","fundSecondLevel":"company","__csrcFundId":6235,"fundStatus":"normal","lastUpdated":"2026-04-30T20:18:21.054Z","masterFundFlag":1,"inceptionDate":"2019-05-26T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发消费升级股票","pinyin":"gfxfsjgpxzqtzjj","managers":[{"stockCode":"j101020058","stockType":"fund_manager","exchange":"fm","tickerId":100417246710,"name":"姜冬青"}]},"announcement":{"linkText":"广发消费升级股票型证券投资基金2020年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=491145","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec9f37fea5b3eb049a8da","stockId":3000000006671,"sao":"年初由于新冠疫情的爆发，主导市场的核心要素从寻找国内经济向上的拐点转向对疫情变化的关注，一季度市场的预期和表现是动荡不安的。目前国内疫情已进入缓解可控阶段，但海外疫情开始快速蔓延，引发全球恐慌，市场受到冲击，2020年上半年全球经济将受到一定影响，市场重点关注海外疫情的拐点。从全年的时间维度看，绝大部分的消费行业无疑都受到影响，市场交易的核心在于是否受益或受损于疫情；比如受到疫情影响较小的必选消费品的表现远好于可选消费品的表现，对依靠线下渠道的消费和服务行业影响大于其他的品牌消费品，对弱势品牌的影响大于强势品牌。我们将短期竞争力有限的行业和公司的持仓，换为长期更具竞争力、抗风险能力更强的公司。在一季度，本基金卖出了次高端白酒，增加了高端白酒的配置，降低了家电行业的配置，增加了医药行业与港股互联网行业的配置。在二季度，本基金操作不多，提高了高端白酒、港股保险行业的配置比例，降低了必选消费的配置比例。","date":"2020-06-29T16:00:00.000Z","declarationDate":"2020-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:24:03.794Z","mo":"当前，促消费以及扩投资等政策实质性落地，叠加政策逆周期调节发力，后续经济有望迎来强劲反弹。流动性方面，当前市场资金边际紧张，市场利率整体上行，但不影响长期宽松的趋势。从宏观基本面和流动性方面看，股票市场面临的都是正面因素。现在的潜在风险是，质优个股的估值处于高位，透支了未来的收益，不排除有震荡和调整的可能。","fund":{"_id":3000000006671,"stockCode":"006671","stockType":"fund","areaCode":"cn","followedNum":23,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-04-24T16:00:00.000Z","setUpScale":1651360000,"market":"a","tickerId":6671,"custody":"中国建设银行股份有限公司","name":"广发消费升级股票型证券投资基金","shortName":"广发消费升级股票(006671)","fundSecondLevel":"company","__csrcFundId":6235,"fundStatus":"normal","lastUpdated":"2026-04-30T20:18:21.054Z","masterFundFlag":1,"inceptionDate":"2019-05-26T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发消费升级股票","pinyin":"gfxfsjgpxzqtzjj","managers":[{"stockCode":"j101020058","stockType":"fund_manager","exchange":"fm","tickerId":100417246710,"name":"姜冬青"}]},"announcement":{"linkText":"广发消费升级股票型证券投资基金2020年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=450388","linkType":"PDF","source":"csrc_pdf"}}]}