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市场预期已久的降息开始落地，国内随之出台一系列宏观政策，包括实体经济与资本市场，资本市场三季度末开始反弹。自2021年以来，国内宏观经济有所波动，核心产业房地产持续下滑，叠加卫生事件影响，国内消费逐渐走弱，股票市场也经历了3年阵痛。随着海外降息周期开启，国内政策空间打开，同时产业已经运行在底部，任何超预期的宏观政策或者终端需求都有可能带动宏观经济快速向上，当前时点我们对于国内宏观经济更加积极乐观。证券市场方面，自2024年9月份一揽子维护市场的政策推出以来，A股市场成交量急剧放大，尽管中间有所波动，但是在经历了长达3年左右的下跌后，A股向上的方向相对确定。一方面从全球市场横向比较，A股整体市盈率处于洼地，另一方面从资产比较角度来看，沪深300股息率超过3个点，在十年期国债低于2%的背景下，A股对于长线资金极具吸引力，同时新国九条明确鼓励上市公司提高分红，A股红利回报同时具有相对高收益以及高确定性。总而言之，我们对A股当前比较乐观。行业方面，基于宏观经济的方向判断，我们认为上游周期接下来会有比较确定的好转，一方面是整体价格处于历史极低位置，另一方面大多数周期品库存也处于历史底部，库存底部叠加价格底部很容易催生出产品价格的上涨，进而带来行业的繁荣。中游制造方面，当前时点汽车智能化进入加速期，智能汽车正处于一到十的快速渗透阶段，智能汽车景气度有望复制2019-2022年的电动汽车。下游消费方面，一方面房地产企稳回升值得期待，另一方面科技创新带来的电子产品等消费有望回暖。","fund":{"_id":3000000006969,"stockCode":"006969","stockType":"fund","areaCode":"cn","followedNum":4,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-03-05T16:00:00.000Z","setUpScale":437981000,"market":"a","tickerId":6969,"custody":"中国工商银行股份有限公司","name":"圆信永丰高端制造混合型证券投资基金","shortName":"圆信永丰高端制造(006969)","fundSecondLevel":"hybrid","__csrcFundId":6095,"fundStatus":"normal","lastUpdated":"2026-04-30T20:27:31.956Z","masterFundFlag":1,"inceptionDate":"2019-04-03T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰高端制造","pinyin":"yxyfgdzzhhxzqtzjj","managers":[{"stockCode":"j101020920","stockType":"fund_manager","exchange":"fm","tickerId":1324269690,"name":"明兴"}]},"announcement":{"linkText":"圆信永丰高端制造混合型证券投资基金2024年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1255441","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca417fea5b3eb049ff07","date":"2024-09-29T16:00:00.000Z","stockId":3000000006969,"sao":"2024年3季度权益市场表现突出，上证综指上涨12.44%，深证成指上涨19%。9月份美联储今年以来首次降息后，国内政策也表现的更加积极，在整体市场预期的乐观转向背景下，权益市场实现了较好的上涨。具体到行业上，下游消费领域，受益于以旧换新等政策推动，汽车、家电等可选消费三季度表现较好，其它消费诸如航空酒店、服装食饮等表现平淡。中上游制造业受制于供需弱势表现平淡。具体到配置上，本基金三季度主要配置在电力设备新能源、医药、军工、汽车、机械等行业，未来依然维持精选个股的策略，优选中长期预期收益率合理的标的进行布局。","declarationDate":"2024-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:25:21.167Z","fund":{"_id":3000000006969,"stockCode":"006969","stockType":"fund","areaCode":"cn","followedNum":4,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-03-05T16:00:00.000Z","setUpScale":437981000,"market":"a","tickerId":6969,"custody":"中国工商银行股份有限公司","name":"圆信永丰高端制造混合型证券投资基金","shortName":"圆信永丰高端制造(006969)","fundSecondLevel":"hybrid","__csrcFundId":6095,"fundStatus":"normal","lastUpdated":"2026-04-30T20:27:31.956Z","masterFundFlag":1,"inceptionDate":"2019-04-03T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰高端制造","pinyin":"yxyfgdzzhhxzqtzjj","managers":[{"stockCode":"j101020920","stockType":"fund_manager","exchange":"fm","tickerId":1324269690,"name":"明兴"}]},"announcement":{"linkText":"圆信永丰高端制造混合型证券投资基金2024年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1176271","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca417fea5b3eb049ff06","date":"2024-06-29T16:00:00.000Z","stockId":3000000006969,"sao":"本基金维持高仓位精选个股的投资策略。综合考虑时代发展特征、行业发展趋势、产业周期以及公司综合竞争能力，结合估值水平和期望收益率挑选个股构建投资组合。组合分散度方面，本基金目标是尽可能集中，对于能力圈范围内的高确定性标的需要配置足够的仓位。2024年上半年本基金主要配置行业包括电力设备及新能源、汽车、机械、化工、军工、电子、医药、有色等。","declarationDate":"2024-07-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:25:21.164Z","mo":"宏观方面，上半年国内经济运行基本平稳，海外北美大国在高利率背景下经济韧性较强，新兴市场国家增长强劲。全球整体平稳。证券市场方面，国内权益市场上半年波动比较大。开年受流动性等因素影响中小市值股票经历了较大幅度回撤，春节后整体市场有所回暖，上半年最后一个月整体市场再次回调。从数据上看，截止2024年上半年末，深证成指经历了连续5个季度下跌。估值角度，深成指PB倍数6月30日为1.96倍，接近上一轮2018年调整期的最低点，为2014年以来4.85%的历史分位数。估值上，我们的权益市场处在历史底部，基本面上，当前整体上市公司的ROE水平仍然处在下行通道，预计2024年ROE出现新低（根据深成指数据预估），在ROE没有见底，同时没有大的政策以及经济预期改变之前，市场难言有较大的上行机会，整体估值水平可能还会面临压力。行业方面，在整体上市公司ROE走弱，估值水平持续承压的背景下。以公用事业为代表的高盈利确定性高分红行业表现持续超越整体市场。代表性龙头公司的股息率甚至接近10年期国债收益率，侧面反映出权益市场的艰难，市场参与者很难寻找到高成长确定性的行业，纷纷采取保守投资策略，以前市场弃之如敝履的个位数增长个位数估值的稳定行业纷纷跑出靓丽的超额收益。然而我们仍然相信水满则溢月盈则亏的朴素自然规律，任何行业都需要遵循周期规律。我们仍然对于我们的组合充满信心。","fund":{"_id":3000000006969,"stockCode":"006969","stockType":"fund","areaCode":"cn","followedNum":4,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-03-05T16:00:00.000Z","setUpScale":437981000,"market":"a","tickerId":6969,"custody":"中国工商银行股份有限公司","name":"圆信永丰高端制造混合型证券投资基金","shortName":"圆信永丰高端制造(006969)","fundSecondLevel":"hybrid","__csrcFundId":6095,"fundStatus":"normal","lastUpdated":"2026-04-30T20:27:31.956Z","masterFundFlag":1,"inceptionDate":"2019-04-03T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰高端制造","pinyin":"yxyfgdzzhhxzqtzjj","managers":[{"stockCode":"j101020920","stockType":"fund_manager","exchange":"fm","tickerId":1324269690,"name":"明兴"}]},"announcement":{"linkText":"圆信永丰高端制造混合型证券投资基金2024年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1144381","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca417fea5b3eb049ff05","date":"2024-03-30T16:00:00.000Z","stockId":3000000006969,"sao":"2024年1季度股票市场波动较大，春节前市场比较悲观，指数调整幅度较深，春节后指数回到2023年底的水平。在此背景下，本基金适度加大了持仓的调整，节前本基金适度增加了一些行业景气度朝上，并且公司质地优秀，受市场影响严重超跌的个股。节后以新能源汽车为代表的一些行业，行业数据明显超出预期，同时股价都处于历史极低的位置，本基金也加仓了这些板块。2024年一季度市场的大幅波动给市场参与者提供了一次性的超额收益机会。整体上本基金还是严格按照自下而上精选个股的思路，精选长期风险收益匹配的个股，同时更加注重行业景气度，在景气向上的行业更加容易获得满意的回报。","declarationDate":"2024-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:25:21.161Z","fund":{"_id":3000000006969,"stockCode":"006969","stockType":"fund","areaCode":"cn","followedNum":4,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-03-05T16:00:00.000Z","setUpScale":437981000,"market":"a","tickerId":6969,"custody":"中国工商银行股份有限公司","name":"圆信永丰高端制造混合型证券投资基金","shortName":"圆信永丰高端制造(006969)","fundSecondLevel":"hybrid","__csrcFundId":6095,"fundStatus":"normal","lastUpdated":"2026-04-30T20:27:31.956Z","masterFundFlag":1,"inceptionDate":"2019-04-03T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰高端制造","pinyin":"yxyfgdzzhhxzqtzjj","managers":[{"stockCode":"j101020920","stockType":"fund_manager","exchange":"fm","tickerId":1324269690,"name":"明兴"}]},"announcement":{"linkText":"圆信永丰高端制造混合型证券投资基金2024年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1071688","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca417fea5b3eb049ff04","date":"2023-12-30T16:00:00.000Z","stockId":3000000006969,"sao":"2023年上证综指下跌3.70%，深证成指下跌13.54%，沪深300下跌11.38%。沪深300指数历史上第一次出现连续3年下跌，21-23年3年时间下跌34.16%，从最高点调整下来最多跌了44.63%。全年wind偏股混合型基金中位数跌幅14.36%。偏股基金中位数连续两年下跌。2023年本基金依然保持高仓位运作。本基金坚持自下而上的选股策略，精选风险收益相对匹配的标的，对于系统性风险，本基金通过配置景气度相对较好的板块借以对冲市场下行风险。行业配置上，2023年适度调整了各板块配置比例，在国内经济处于磨底阶段，叠加外围环境加剧恶化的背景下，我们将持仓逐步往内循环方面集中，尽量减少贸易摩擦可能带来的不确定性。基于此，2023年本基金在原有配置上增加了医药、军工、科技等板块的配置。这些板块，一方面是长期空间巨大，进入壁垒很高，另一方面这两年调整幅度也比较深，估值普遍处于历史低位。","declarationDate":"2024-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:25:21.153Z","mo":"2024年国内宏观经济处于黎明前夕。我们由于疫情受损的消费能力在2023年已经有所体现，2024年会边际好转；房地产行业经过两年的深度调整，预计也将底部企稳；出口方面，由于高基数等因素导致的2023年的负增长，在2024年预计将明显好转；企业投资需要市场恢复信心，当然企业投资也是顺周期的，一旦经济有所好转，企业投资将随之增加。整体上看，我们对于2024年国内经济维持相对乐观的看法。2024年海外进入降息与补库周期，对于国内出口比较友好，但是2024年是海外大选年，在我国国际影响力越来越高的当前，海外政客倾向于拿打压中国提升自己的政治筹码，因此2024年海外政策对我们影响偏负面。美国大选阶段持续传出对我国的贸易制裁与科技打压政策。国内股票市场，经过两年多的持续调整，很多股票估值已经跌倒了历史新低。尽管估值的下跌大多伴随着行业景气度的下降以及企业盈利的下降，但是这个过程中，我们发现有一些股票超跌比较明显，对于一个典型的成长型制造业，在行业上行周期企业会无序扩产，导致产能过剩企业盈利下降股价下跌，但是如果企业盈利下行超过很长一段时间，伴随行业需求的持续增长，相信下一个景气周期会很快到来，这个时候我们有些相关企业的估值已经跌破历史最低，因此我们在当前位置相对比较乐观。","fund":{"_id":3000000006969,"stockCode":"006969","stockType":"fund","areaCode":"cn","followedNum":4,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-03-05T16:00:00.000Z","setUpScale":437981000,"market":"a","tickerId":6969,"custody":"中国工商银行股份有限公司","name":"圆信永丰高端制造混合型证券投资基金","shortName":"圆信永丰高端制造(006969)","fundSecondLevel":"hybrid","__csrcFundId":6095,"fundStatus":"normal","lastUpdated":"2026-04-30T20:27:31.956Z","masterFundFlag":1,"inceptionDate":"2019-04-03T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰高端制造","pinyin":"yxyfgdzzhhxzqtzjj","managers":[{"stockCode":"j101020920","stockType":"fund_manager","exchange":"fm","tickerId":1324269690,"name":"明兴"}]},"announcement":{"linkText":"圆信永丰高端制造混合型证券投资基金2023年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1052701","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca417fea5b3eb049ff03","date":"2023-09-29T16:00:00.000Z","stockId":3000000006969,"sao":"2023年3季度本基金继续维持高仓位精选个股的投资策略。同时加大了行业景气周期的考量，对于景气向下的部分品种减少了配置比例。基于当前经济所处的位置以及长期行业空间的考量，本基金适当增加了军工以及医药行业配置，未来不排除进一步增加的可能性。同时基于行业变化的角度，加大了汽车的配置。整体上，当前的配置思路更加注重中长期，一些板块经过大幅的调整后以2-3年维度看，已经展现出了非常可观的上涨空间，未来本基金配置将逐步朝这个方向集中。","declarationDate":"2023-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:25:21.150Z","fund":{"_id":3000000006969,"stockCode":"006969","stockType":"fund","areaCode":"cn","followedNum":4,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-03-05T16:00:00.000Z","setUpScale":437981000,"market":"a","tickerId":6969,"custody":"中国工商银行股份有限公司","name":"圆信永丰高端制造混合型证券投资基金","shortName":"圆信永丰高端制造(006969)","fundSecondLevel":"hybrid","__csrcFundId":6095,"fundStatus":"normal","lastUpdated":"2026-04-30T20:27:31.956Z","masterFundFlag":1,"inceptionDate":"2019-04-03T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰高端制造","pinyin":"yxyfgdzzhhxzqtzjj","managers":[{"stockCode":"j101020920","stockType":"fund_manager","exchange":"fm","tickerId":1324269690,"name":"明兴"}]},"announcement":{"linkText":"圆信永丰高端制造混合型证券投资基金2023年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=989008","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca417fea5b3eb049ff02","date":"2023-06-29T16:00:00.000Z","stockId":3000000006969,"sao":"2022年上半年上证指数上涨3.65%，深证成指上涨0.1%，沪深300指数下跌0.75%。过去几年热门板块均有不同程度调整，本基金依然维持此前投资框架，在高仓位基础上精选个股。在配置方向上，依然在新能源、汽车、半导体、自动化、新材料等领域重点配置。此外，上半年本基金加大了对电子和半导体板块的配置，一方面是基于行业周期情况，另一方面是基于技术突破对行业带来巨大变革的角度。","declarationDate":"2023-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:25:21.147Z","mo":"2023年上半年国内经济实现了较好的增长，股票市场也保持了平稳发展趋势，基于经济周期规律，我们比较看好国内经济未来的发展，进而可能推动股票市场实现较好的收益。","fund":{"_id":3000000006969,"stockCode":"006969","stockType":"fund","areaCode":"cn","followedNum":4,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-03-05T16:00:00.000Z","setUpScale":437981000,"market":"a","tickerId":6969,"custody":"中国工商银行股份有限公司","name":"圆信永丰高端制造混合型证券投资基金","shortName":"圆信永丰高端制造(006969)","fundSecondLevel":"hybrid","__csrcFundId":6095,"fundStatus":"normal","lastUpdated":"2026-04-30T20:27:31.956Z","masterFundFlag":1,"inceptionDate":"2019-04-03T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰高端制造","pinyin":"yxyfgdzzhhxzqtzjj","managers":[{"stockCode":"j101020920","stockType":"fund_manager","exchange":"fm","tickerId":1324269690,"name":"明兴"}]},"announcement":{"linkText":"圆信永丰高端制造混合型证券投资基金2023年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=963460","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca417fea5b3eb049ff01","date":"2023-03-30T16:00:00.000Z","stockId":3000000006969,"sao":"报告期内，本基金维持在基金主题库精选个股的配置思路。主要还是配置在新能源、电子半导体、工业自动化、智能汽车、新材料等领域。新能源行业中电动车经过2022年和2023年1季度的充分调整，或将迎来3年向上大周期；风电行业基于连续两年的高招标以及“十四五”后半阶段的到来，也或将迎来3年向上大周期，当前阶段是我们重点配置方向。半导体行业在AI驱动下一季度表现较好，长周期加速更加确定。汽车行业变革进入下半段，未来汽车智能化是行业竞争中最重要的要素。新材料、工业自动化等长期发展趋势不变。我们依然在以上领域进行深度布局，以期获得合理的回报。","declarationDate":"2023-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:25:21.144Z","fund":{"_id":3000000006969,"stockCode":"006969","stockType":"fund","areaCode":"cn","followedNum":4,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-03-05T16:00:00.000Z","setUpScale":437981000,"market":"a","tickerId":6969,"custody":"中国工商银行股份有限公司","name":"圆信永丰高端制造混合型证券投资基金","shortName":"圆信永丰高端制造(006969)","fundSecondLevel":"hybrid","__csrcFundId":6095,"fundStatus":"normal","lastUpdated":"2026-04-30T20:27:31.956Z","masterFundFlag":1,"inceptionDate":"2019-04-03T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰高端制造","pinyin":"yxyfgdzzhhxzqtzjj","managers":[{"stockCode":"j101020920","stockType":"fund_manager","exchange":"fm","tickerId":1324269690,"name":"明兴"}]},"announcement":{"linkText":"圆信永丰高端制造混合型证券投资基金2023年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=880592","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca417fea5b3eb049ff00","date":"2022-12-30T16:00:00.000Z","stockId":3000000006969,"sao":"2022年上证综指下跌15.13%，深证成指下跌25.85%，沪深300下跌21.63%。其中深证综指最大回调32.67%，全年市场波动较大，主要受新冠疫情反复影响。全年wind偏股混合型基金中位数跌幅20.9%。2022年全年本基金持续保持高仓位运作，因此在二季度市场调整的时候基金回撤较大，同时基于对行业景气度的判断，在基金调整过程中加大了对新能源板块的配置。此外基于精选个股以及兼顾行业景气度因素，重点配置了半导体、化工新材料、工业自动化、智能汽车等行业。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:25:21.141Z","mo":"2023年全球经济依然存在较大下行压力，尽管中国进入后疫情时代，但是俄乌地缘冲突短期并没有结束的迹象，美国对中国的科技封锁并没有减弱，逆全球化的趋势愈演愈烈，因此全球经济发展预计持续遭受负面影响。对于国内而言，后疫情时代的主题是消费的复苏，疫情受损行业的恢复。国内刚进入恢复阶段，预计货币政策保持稳定，财政政策以及产业政策可能更加有力，之后随着需求的复苏，中上游制造业也将逐步复苏，整体上国内经济相对乐观。国内股票市场，2022年回调幅度较大，很多行业估值已经非常具有性价比，尽管海外加息对资本市场估值有所影响，但是2023年海外加息预计逐步进入尾声，成长股估值压制预计逐步解除。行业层面，消费的复苏具备较高的确定性，尽管复苏节奏难以判断；美国的科技封锁对国产替代的助推仍将持续；人工成本的提高对自动化的需求仍在加强；5G、智能化等创造出的新的机会越来越多。总体而言，我们秉承为持有人创造合理回报的理念，恪守我们的价值观与投资框架，严格精选能够为企业持续创造价值的股票。","fund":{"_id":3000000006969,"stockCode":"006969","stockType":"fund","areaCode":"cn","followedNum":4,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-03-05T16:00:00.000Z","setUpScale":437981000,"market":"a","tickerId":6969,"custody":"中国工商银行股份有限公司","name":"圆信永丰高端制造混合型证券投资基金","shortName":"圆信永丰高端制造(006969)","fundSecondLevel":"hybrid","__csrcFundId":6095,"fundStatus":"normal","lastUpdated":"2026-04-30T20:27:31.956Z","masterFundFlag":1,"inceptionDate":"2019-04-03T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰高端制造","pinyin":"yxyfgdzzhhxzqtzjj","managers":[{"stockCode":"j101020920","stockType":"fund_manager","exchange":"fm","tickerId":1324269690,"name":"明兴"}]},"announcement":{"linkText":"圆信永丰高端制造混合型证券投资基金2022年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=870297","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca417fea5b3eb049feff","date":"2022-09-29T16:00:00.000Z","stockId":3000000006969,"sao":"报告期内，本基金维持自下而上的选股策略，综合考虑行业发展趋势、企业竞争力、行业景气情况以及公司估值水平等核心要素精选个股。仓位上维持高仓位运作。具体运作层面，本报告期继续重点配置新能源、化工新材料、半导体、军工等板块以及一些细分领域中具有较大成长空间的龙头公司。汽车板块，基于智能化发展阶段，以及自主品牌快速崛起带来的行业巨变，本报告期加大了汽车板块的配置。由于本基金配置以成长股为主，受海外加息影响，成长股估值波动较大，但是我们依然看好未来成长股的表现。","declarationDate":"2022-10-25T16:00:00.000Z","lastUpdated":"2026-03-09T13:25:21.138Z","fund":{"_id":3000000006969,"stockCode":"006969","stockType":"fund","areaCode":"cn","followedNum":4,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-03-05T16:00:00.000Z","setUpScale":437981000,"market":"a","tickerId":6969,"custody":"中国工商银行股份有限公司","name":"圆信永丰高端制造混合型证券投资基金","shortName":"圆信永丰高端制造(006969)","fundSecondLevel":"hybrid","__csrcFundId":6095,"fundStatus"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于良好的市场环境，全年保持高仓位运作。行业配置从中观景气度出发，上半年减少了半导体，消费电子等行业配置。积极增加配置了光伏新能源，电动车以及工程机械等周期成长方向的龙头个股，分享了业绩和估值双升带来的股价上涨，基金净值取得一定的涨幅。","date":"2020-12-30T16:00:00.000Z","declarationDate":"2021-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:25:21.111Z","mo":"展望2021年，市场在经历连续两年的结构性牛市的前提下，预期收益率应该会有一个明显的下修。但是，我们依然认为A股在全球经济恢复，中国经济尤其总体持续向好，结构不断优化升级的大背景下。另外考虑国家对资本市场的积极定位，市场机制更加成熟，新鲜血液不断补充。总体A股仍然有望维持牛市走势。制造业是中国经济新五年计划的重中之重，在全球的突出优势将会更加明显，看好各产业的高端升级突破。因此本基金将维持积极心态，但在行业配置上基于抱团股估值偏高，顺周期机会增加等趋势将更加趋于均衡，个股操作上相对更加灵活。重点方向持续看好光伏新能源，电动车，半导体以及传统制造业的周期成长股等方向。","fund":{"_id":3000000006969,"stockCode":"006969","stockType":"fund","areaCode":"cn","followedNum":4,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-03-05T16:00:00.000Z","setUpScale":437981000,"market":"a","tickerId":6969,"custody":"中国工商银行股份有限公司","name":"圆信永丰高端制造混合型证券投资基金","shortName":"圆信永丰高端制造(006969)","fundSecondLevel":"hybrid","__csrcFundId":6095,"fundStatus":"normal","lastUpdated":"2026-04-30T20:27:31.956Z","masterFundFlag":1,"inceptionDate":"2019-04-03T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰高端制造","pinyin":"yxyfgdzzhhxzqtzjj","managers":[{"stockCode":"j101020920","stockType":"fund_manager","exchange":"fm","tickerId":1324269690,"name":"明兴"}]},"announcement":{"linkText":"圆信永丰高端制造混合型证券投资基金2020年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=556834","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca417fea5b3eb049fef7","stockId":3000000006969,"sao":"进入三季度，国内新冠疫情得到有效控制，经济活力恢复明显，对应的市场风格也出现变换，顺周期低估值特征相对占优。本基金基于中期景气角度，仍然看好中国制造业升级机会，继续持有前期看好的价值成长类个股。展望四季度，我们认为市场仍处于波动状态，投资机会继续相对趋于均衡。但新能源，电动车，消费电子，周期成长以及部分金融股的景气前景更加值得看好。操作上，我们将继续在高端制造业赛道上，紧抓龙头，争取净值稳步提升。","date":"2020-09-29T16:00:00.000Z","declarationDate":"2020-10-27T16:00:00.000Z","lastUpdated":"2026-03-09T13:25:21.108Z","fund":{"_id":3000000006969,"stockCode":"006969","stockType":"fund","areaCode":"cn","followedNum":4,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-03-05T16:00:00.000Z","setUpScale":437981000,"market":"a","tickerId":6969,"custody":"中国工商银行股份有限公司","name":"圆信永丰高端制造混合型证券投资基金","shortName":"圆信永丰高端制造(006969)","fundSecondLevel":"hybrid","__csrcFundId":6095,"fundStatus":"normal","lastUpdated":"2026-04-30T20:27:31.956Z","masterFundFlag":1,"inceptionDate":"2019-04-03T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰高端制造","pinyin":"yxyfgdzzhhxzqtzjj","managers":[{"stockCode":"j101020920","stockType":"fund_manager","exchange":"fm","tickerId":1324269690,"name":"明兴"}]},"announcement":{"linkText":"圆信永丰高端制造混合型证券投资基金2020年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=489159","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca417fea5b3eb049fef6","stockId":3000000006969,"sao":"报告期内，国内经济虽然面临疫情和中美关系等不确定性因素冲击。但是，国内疫情控制得当，经济恢复进度较快，资本市场大背景趋势向好。因此本基金对市场判断谨慎乐观，始终维持高仓位运作。在行业配置上持续聚焦高端制造领域，包括电子，医药，电动车等方向。","date":"2020-06-29T16:00:00.000Z","declarationDate":"2020-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:25:21.106Z","mo":"展望下半年，尽管面临中美复杂局势，市场情绪存在剧烈波动的可能性。但是国内经济数据持续改善，内循环有力增强经济韧性。展望下半年，经济数据增速有望处于明显上升趋势，企业盈利得以修复，加上政策助力，A股市场有望在良好环境的氛围下，继续保持结构性牛市的节奏不变。基于此，我们将继续保持看多市场的乐观态度，坚守配置高端制造方向的核心资产。","fund":{"_id":3000000006969,"stockCode":"006969","stockType":"fund","areaCode":"cn","followedNum":4,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-03-05T16:00:00.000Z","setUpScale":437981000,"market":"a","tickerId":6969,"custody":"中国工商银行股份有限公司","name":"圆信永丰高端制造混合型证券投资基金","shortName":"圆信永丰高端制造(006969)","fundSecondLevel":"hybrid","__csrcFundId":6095,"fundStatus":"normal","lastUpdated":"2026-04-30T20:27:31.956Z","masterFundFlag":1,"inceptionDate":"2019-04-03T16:00:00.000Z","fundCollectionId":4000050950000,"currency":"CNY","masterFundShortName":"圆信永丰高端制造","pinyin":"yxyfgdzzhhxzqtzjj","managers":[{"stockCode":"j101020920","stockType":"fund_manager","exchange":"fm","tickerId":1324269690,"name":"明兴"}]},"announcement":{"linkText":"圆信永丰高端制造混合型证券投资基金2020年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=457698","linkType":"PDF","source":"csrc_pdf"}}]}