window.pageData = {"stock":{"_id":3000000007654,"name":"长盛稳益6个月定期开放债券型证券投资基金","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","stockCode":"007654","tickerId":7654,"shortName":"长盛稳益6个月C","exchange":"jj","inceptionDate":"2019-07-25T16:00:00.000Z","followedNum":0,"fundCollectionId":4000050070000,"currency":"CNY","status":"normal","masterFundFlag":null,"activeFundFlag":null,"classificationFlag":null,"closedEnd":null,"etfFundFlag":null,"feederFundFlag":null,"indexFundFlag":null,"lofFundFlag":null,"pensionTargetFlag":null,"pinyin":"cswy6gydqkfzqxzqtzjj","fundCollection":{"exchange":"jjgs","stockType":"fund_collection","stockCode":"50070000","tickerId":50070000,"name":"长盛基金管理有限公司"},"managers":[{"name":"段鹏","stockType":"fund_manager","stockCode":"8801382953","exchange":"fm","tickerId":416142250}],"hotMetrics":{"fss":{"stockId":3000000007654,"type":"fss","f_s_s_d":"2024-06-29T16:00:00.000Z","f_ins_h_s_r":0,"f_ind_h_s_r":1,"f_h_a":1145,"f_h_s_a":36300,"f_ind_h_s_r_c_hy":0,"f_ins_h_s_r_c_hy":0,"f_ind_h_s_r_c_1y":0,"f_ins_h_s_r_c_1y":0,"last_data_date":"2025-12-30T16:00:00.000Z"},"fpr":{"stockId":3000000007654,"type":"fpr","f_p_r_fys_ssc":7467,"f_p_r_fys_ssrp":0.9378515938923118,"f_p_r_m1_ssc":7559,"f_p_r_m1_ssrp":0.8164858428155597,"f_p_r_m3_ssc":7481,"f_p_r_m3_ssrp":0.7905080213903743,"f_p_r_m6_ssc":7253,"f_p_r_m6_ssrp":0.9436017650303364,"f_p_r_y1_ssc":6814,"f_p_r_y1_ssrp":0.8831645383825041,"f_p_r_y2_ssc":5836,"f_p_r_y2_ssrp":0.9569837189374465,"f_p_r_y3_ssc":4885,"f_p_r_y3_ssrp":0.9664209664209664,"f_p_r_y5_ssc":3287,"f_p_r_y5_ssrp":0.9732197200243458,"f_cagr_p_r_fs_ssc":7301,"f_cagr_p_r_fs_ssrp":0.9372602739726027},"fp":{"stockId":3000000007654,"type":"fp","f_p_r_fys":0.0037922987164527022,"f_p_r_m1":0.002330323332362161,"f_p_r_m3":0.0034995625546805353,"f_p_r_m6":0.004867127421395612,"f_p_r_y1":0.010671627178382437,"f_p_r_d1":0.0001967729240455185,"f_p_r_y2":0.02716417910447766,"last_data_date":"2026-04-23T16:00:00.000Z","f_p_r_y5":0.04058498684395362,"f_p_r_y3":0.0423509791346941},"ff":{"stockId":3000000007654,"type":"ff","f_m_f":297323,"f_m_f_r":0.0015,"f_c_f":99107,"f_c_f_r":0.0005,"f_m_a_c_f":396430,"f_m_a_c_f_r":0.002,"f_m_c_f_d":"2024-12-12T16:00:00.000Z","f_c_fr":0.0005,"f_fr_d":"2025-12-11T16:00:00.000Z","f_m_fr":0.0015,"f_mac_fr":0.002},"f_nlacan":{"stockId":3000000007654,"type":"f_nlacan","f_nv_d":"2026-04-23T16:00:00.000Z","f_nv":1.0323,"f_nv_cr":0.0003876344607034454},"f_as":{"stockId":3000000007654,"type":"f_as","f_tas":14106568.4768,"f_tas_d":"2026-03-30T16:00:00.000Z"}},"masterSlaveFunds":[{"_id":3000000007653,"__csrcFundId":6398,"stockCode":"007653","shortName":"长盛稳益6个月A","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":7653,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:47.134Z","status":"normal","inceptionDate":"2019-07-25T16:00:00.000Z","name":"长盛稳益6个月定期开放债券型证券投资基金","exchange":"jj","followedNum":0,"fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛稳益6个月","pinyin":"cswy6gydqkfzqxzqtzjj"}],"bondHoldings":[{"_id":"69e8f9a51398d7984300105e","date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000007653,"stockCode":"244151","stockName":"25国券S3","holdings":4000000,"marketCap":402158694,"netValueRatio":0.0493,"lastUpdated":"2026-04-22T16:39:01.273Z"},{"_id":"69e8f9a51398d7984300105f","date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000007653,"stockCode":"112503380","stockName":"25农业银行CD380","holdings":3000000,"marketCap":299512352,"netValueRatio":0.0367,"lastUpdated":"2026-04-22T16:39:01.277Z"},{"_id":"69e8f9a51398d79843001060","date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000007653,"stockCode":"012582698","stockName":"25国能资本SCP003","holdings":2000000,"marketCap":201060902,"netValueRatio":0.0247,"lastUpdated":"2026-04-22T16:39:01.283Z"},{"_id":"69e8f9a51398d79843001061","date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000007653,"stockCode":"112503363","stockName":"25农业银行CD363","holdings":2000000,"marketCap":199765132,"netValueRatio":0.0245,"lastUpdated":"2026-04-22T16:39:01.289Z"},{"_id":"69e8f9a51398d79843001062","date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000007653,"stockCode":"112584442","stockName":"25贵阳银行CD129","holdings":2000000,"marketCap":199731897,"netValueRatio":0.0245,"lastUpdated":"2026-04-22T16:39:01.293Z"}]},"list":[{"_id":"69e8eaeb1398d79843fe8cb8","date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","stockId":3000000007653,"sao":"1、报告期内行情回顾　　26年一季度，经济增长开局良好，从增长动能看，投资、消费、出口整体表现较好，特别是出口表现亮眼，数据录得大幅增长，对经济增长支撑作用突出。从价格水平看，受反内卷和外部局势动荡导致石油价格上涨等内外部因素共同推动，CPI和PPI整体均处于上升趋势，价格水平积极信号不断增强。货币政策继续保驾护航，银行间资金面整体保持充裕，资金利率维持低位，债券市场收益率整体震荡下行，中短端表现更强。　　　　2、报告期内本基金投资策略分析　　报告期内，本基金处于封闭期，主要操作为日常杠杆滚动融资，确保组合运行平稳。","lastUpdated":"2026-04-22T15:36:11.061Z","fund":{"_id":3000000007653,"__csrcFundId":6398,"stockCode":"007653","shortName":"长盛稳益6个月A","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":7653,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:47.134Z","status":"normal","inceptionDate":"2019-07-25T16:00:00.000Z","name":"长盛稳益6个月定期开放债券型证券投资基金","exchange":"jj","followedNum":0,"fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛稳益6个月","pinyin":"cswy6gydqkfzqxzqtzjj","managers":[{"stockCode":"8801382953","stockType":"fund_manager","exchange":"fm","tickerId":416142250,"name":"段鹏"}]},"announcement":{"linkText":"长盛稳益6个月定期开放债券型证券投资基金2026年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1478575","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69c76ff969b11a867413e075","date":"2025-12-30T16:00:00.000Z","declarationDate":"2026-03-27T16:00:00.000Z","stockId":3000000007653,"sao":"1、报告期内行情回顾　　25年，经济增长呈现前高后低态势，上半年，新质生产力亮点纷呈，高新技术制造业表现普遍突出，尽管4月份美国关税政策超预期，但抢出口现象一定程度上支撑当期出口增长，且后期经过双方谈判，关税政策有所缓和，对经济拖累影响边际降低。下半年，经济增长边际趋缓，除出口、消费表现尚可外，投资走弱。上半年，资金面有所波动，一季度，可能由于人民币汇率阶段性压力原因，资金面阶段性收敛、波动有所加大，3月份以后逐步宽裕，二季度，资金面整体宽裕，特别是5月份随着央行降准降息落地，资金利率中枢进一步下行。下半年，资金面整体保持平稳。上半年，债券收益率先上后下，下半年，受资本市场走强等因素影响，债券收益率再次出现波动，中长端表现相对较弱，短端相对平稳。　　　　2、报告期内本基金投资策略分析　　在报告期内，本基金两次开放，均平稳度过，在前后两个运作期，面对组合规模的大幅增长和收益率下行市场有效供给不足等困难，一是，抓住市场机会，同时努力增加资产渠道，迅速进行资产配置；二是，在风险可控的前提下，通过信用精选努力获取超额收益；三是，提升精细化操作水平，通过债券筛选等方式努力降低摩擦成本。","lastUpdated":"2026-03-28T06:06:49.928Z","mo":"展望26年，经济金融形势依然复杂，一方面，在中美阶段性缓和背景下，出口有望保持平稳，同时在政策激励下，消费不至于出现明显下滑，但投资压力相对较大；另一方面，在人民币缓慢升值背景下，外资有望增加流入，同时结汇率提升也有助于资金面宽松，与反内卷政策共同推动价格水平逐步回升。　　综上，在上述因素作用同时在政策的呵护下，预计资本市场有望走出慢牛趋势，而同时，债券市场收益率可能区间震荡，大幅波动的可能性不大，在策略上，要谨慎把握操作节奏，如果市场调整，则可果断介入。","fund":{"_id":3000000007653,"__csrcFundId":6398,"stockCode":"007653","shortName":"长盛稳益6个月A","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":7653,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:47.134Z","status":"normal","inceptionDate":"2019-07-25T16:00:00.000Z","name":"长盛稳益6个月定期开放债券型证券投资基金","exchange":"jj","followedNum":0,"fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛稳益6个月","pinyin":"cswy6gydqkfzqxzqtzjj","managers":[{"stockCode":"8801382953","stockType":"fund_manager","exchange":"fm","tickerId":416142250,"name":"段鹏"}]},"announcement":{"linkText":"长盛稳益6个月定期开放债券型证券投资基金2025年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1452296","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecaee7fea5b3eb04ac0f4","date":"2025-09-29T16:00:00.000Z","declarationDate":"2025-10-24T16:00:00.000Z","stockId":3000000007653,"sao":"1、报告期内行情回顾　　三季度，经济增长基本平稳，边际有所转弱，从增长动能看，消费、出口发挥了重要支撑作用，地产并无起色延续拖累，从价格水平看，CPI和PPI依旧比较低迷，尚未形成稳定向上趋势。货币政策继续保驾护航，银行间资金面整体保持充裕，资金利率维持低位，受权益市场持续向上以及基金赎回费率等政策影响，债券市场收益率整体震荡偏弱，特别是中长端表现较弱，短端波动相对较小。　　　　2、报告期内本基金投资策略分析　　报告期内，本基金运作平稳，一方面滚动续作杠杆，另一方面，对到期资产进行再配置，在季末资金利率高企时点，降低杠杆并且适当开展逆回购等操作，平稳度过季末时点。","lastUpdated":"2026-03-09T13:28:14.797Z","fund":{"_id":3000000007653,"__csrcFundId":6398,"stockCode":"007653","shortName":"长盛稳益6个月A","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":7653,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:47.134Z","status":"normal","inceptionDate":"2019-07-25T16:00:00.000Z","name":"长盛稳益6个月定期开放债券型证券投资基金","exchange":"jj","followedNum":0,"fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛稳益6个月","pinyin":"cswy6gydqkfzqxzqtzjj","managers":[{"stockCode":"8801382953","stockType":"fund_manager","exchange":"fm","tickerId":416142250,"name":"段鹏"}]},"announcement":{"linkText":"长盛稳益6个月定期开放债券型证券投资基金2025年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1371237","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecaee7fea5b3eb04ac0f3","date":"2025-06-29T16:00:00.000Z","stockId":3000000007653,"sao":"1、报告期内行情回顾　　25年上半年，经济增长开局良好，整体呈现平稳态势，一季度，以DeepSeek、宇树机器人等为代表的部分新质生产力亮点纷呈，取得重大突破，高新技术制造业表现普遍突出，二季度，尽管4月份美国关税政策超预期，但抢出口现象一定程度上支撑当期出口增长，且后期经过高层接触及双方谈判，关税政策有所缓和，对经济拖累影响边际降低。上半年，资金面有所波动，一季度，可能由于人民币汇率阶段性压力原因，资金面阶段性收敛、波动有所加大，3月份以后逐步宽裕，二季度，资金面整体宽裕，特别是5月份随着央行降准降息落地，资金利率中枢进一步下行，与此同时，债券市场收益率走出类似行情，一季度波动上行，3月份以后整体波动下行。　　　　2、报告期内本基金投资策略分析　　在报告期内，本基金于4月打开，并在短暂开放后再度封闭进入新的运作期，新运作期组合规模大幅增长，尽管面临收益率已经明显下行且前期同业类似产品大规模配置后市场有效供给不足的困境，但依然抓住市场机会，迅速进行资产配置，在5月初央行降准降息落地前完成大部分资产配置，同时在信用策略上，注重在风险可控的前提下挖掘有绝对收益的品种，此外择机加大杠杆，并且保持运作平稳，稳步获取票息和杠杆收益。","declarationDate":"2025-07-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:28:14.795Z","mo":"展望25年下半年，经济形势依然复杂，一方面，内部看，得益于上半年良好表现，下半年稳增长压力边际减小，可以在承受一定代价的基础上通过实施反内卷，推动低迷的价格水平回升向好，但由于缺乏需求端的配合，预计价格弹性空间有限；另一方面，外部看，美国关税警报并没有最终解除，仍然需要经过艰苦的双边博弈谈判，外需对经济的影响仍需高度关注。　　综上，影响下半年债券市场走势的主线在于政策在稳增长和反内卷之间的再平衡，收益率整体可能区间震荡，大幅波动的可能性不大，在策略上，如果市场调整可能意味着配置机会的来临。","fund":{"_id":3000000007653,"__csrcFundId":6398,"stockCode":"007653","shortName":"长盛稳益6个月A","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":7653,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:47.134Z","status":"normal","inceptionDate":"2019-07-25T16:00:00.000Z","name":"长盛稳益6个月定期开放债券型证券投资基金","exchange":"jj","followedNum":0,"fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛稳益6个月","pinyin":"cswy6gydqkfzqxzqtzjj","managers":[{"stockCode":"8801382953","stockType":"fund_manager","exchange":"fm","tickerId":416142250,"name":"段鹏"}]},"announcement":{"linkText":"长盛稳益6个月定期开放债券型证券投资基金2025年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1349979","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecaee7fea5b3eb04ac0f2","date":"2025-03-30T16:00:00.000Z","stockId":3000000007653,"sao":"1、报告期内行情回顾　　一季度，经济增长维持平稳，以DeepSeek、宇树机器人等为代表的部分新质生产力亮点纷呈，取得重大突破，高新技术制造业表现普遍突出，受4月份美国关税政策预期影响，抢出口现象一定程度上支撑当期出口增长。银行间资金面整体有所收敛，资金利率波动加大、紧张情况时有发生，地方债等债券季内新增发行较去年明显提速，各期限品种债券市场收益率整体上行明显，特别是中短端品种调整更快、幅度更大，并最终传导至中长端，3月中下旬以后，随着资金面有所趋稳，收益率有所企稳并震荡下行。　　2、报告期内本基金投资策略分析　　报告期内，本基金处于封闭期，主要操作为滚动融资，并且随着部分资产的陆续到期，采取再配置或逆回购等操作。","declarationDate":"2025-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:28:14.792Z","fund":{"_id":3000000007653,"__csrcFundId":6398,"stockCode":"007653","shortName":"长盛稳益6个月A","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":7653,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:47.134Z","status":"normal","inceptionDate":"2019-07-25T16:00:00.000Z","name":"长盛稳益6个月定期开放债券型证券投资基金","exchange":"jj","followedNum":0,"fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛稳益6个月","pinyin":"cswy6gydqkfzqxzqtzjj","managers":[{"stockCode":"8801382953","stockType":"fund_manager","exchange":"fm","tickerId":416142250,"name":"段鹏"}]},"announcement":{"linkText":"长盛稳益6个月定期开放债券型证券投资基金2025年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1272745","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecaee7fea5b3eb04ac0f1","date":"2024-12-30T16:00:00.000Z","stockId":3000000007653,"sao":"1、报告期内行情回顾　　24年，经济增长整体呈现两头高中间低走势，一季度增长开门红后，二、三季度出现边际转弱，四季度在一系列稳增长政策的推动下再度回升。从结构上看，支撑全年增长的动能主要是出口、制造业投资，地产虽有亮点但不改整体低迷态势，经过持续近3年的调整，依然尚未出现明显起色，基建受制于化债等因素未见明显发力，消费在政策刺激下表现中规中矩。货币政策持续保驾护航，广谱利率一降再降，资金面整体合理充裕，各期限品种债券市场收益率大幅下行，特别是长端利率债表现一骑绝尘，收益率屡创历史新低，债券市场绝对收益水平、信用利差等相关指标均处于历史较低分位。　　2、报告期内本基金投资策略分析　　在报告期内，本基金面临两个开放期，都能抓住市场机会迅速进行资产配置，在市场收益率高位完成建仓，同时在信用策略上，注重在风险可控的前提下挖掘有绝对收益的品种，此外适当增加杠杆，并且保持运作平稳，稳步获取票息和杠杆收益。","declarationDate":"2025-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:28:14.790Z","mo":"展望25年，经济形势错综复杂，内外矛盾多有交织，内部看，一方面，以地产为代表的传统产业依然面临转型阵痛，而部分新兴行业亦有产能过剩之忧；另一方面，终端居民消费需求的长期向好也难以一蹴而就。外部看，随着特朗普上台，关税大棒可能再次祭出，对外贸易难言乐观。　　尽管形势困难，但我们仍然可以有所期待，一方面，经过多年艰苦努力，新质生产力已然呈现潮涌之势，在人工智能、机器人、新能源汽车等领域亮点纷呈、全面开花；另一方面，政策层面预计将继续暖风频吹，稳增长、推转型、促消费，特别是在增强居民消费意愿和能力方面，要长短策并行。　　综上，从大类资产看，预计权益市场将有所回暖，债券市场虽然整体依然看好但难有去年表现，整体震荡和波动可能有所加大，在策略上，考虑持有与交易并重。","fund":{"_id":3000000007653,"__csrcFundId":6398,"stockCode":"007653","shortName":"长盛稳益6个月A","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":7653,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:47.134Z","status":"normal","inceptionDate":"2019-07-25T16:00:00.000Z","name":"长盛稳益6个月定期开放债券型证券投资基金","exchange":"jj","followedNum":0,"fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛稳益6个月","pinyin":"cswy6gydqkfzqxzqtzjj","managers":[{"stockCode":"8801382953","stockType":"fund_manager","exchange":"fm","tickerId":416142250,"name":"段鹏"}]},"announcement":{"linkText":"长盛稳益6个月定期开放债券型证券投资基金2024年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1254080","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecaee7fea5b3eb04ac0f0","date":"2024-09-29T16:00:00.000Z","stockId":3000000007653,"sao":"1、报告期内行情回顾　　三季度，经济增长有所放缓，出口和制造业依旧为支撑经济的重要增长点，地产拖累依旧，基建增速下滑。中央在季内召开两次政治局会议，要求稳经济，货币政策加大宽松力度，多次调降广谱利率，并且降低法定存款准备金率，资金面整体合理充裕，地方债、城投债等发行供给节奏有所加快，各期限品种债券市场收益率整体震荡下行，季末随着财政扩张预期升温、权益市场快速大幅拉升等，债券收益率出现明显反弹。　　2、报告期内本基金投资策略分析　　9月下旬，本基金结束封闭，在打开前对到期资产进行再配置，尽力选取期限匹配并且具有一定相对收益的标的，平稳度过开放期，并且即将进入下一个运作期，抓住季末市场调整的机会，及时启动建仓。","declarationDate":"2024-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:28:14.786Z","fund":{"_id":3000000007653,"__csrcFundId":6398,"stockCode":"007653","shortName":"长盛稳益6个月A","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":7653,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:47.134Z","status":"normal","inceptionDate":"2019-07-25T16:00:00.000Z","name":"长盛稳益6个月定期开放债券型证券投资基金","exchange":"jj","followedNum":0,"fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛稳益6个月","pinyin":"cswy6gydqkfzqxzqtzjj","managers":[{"stockCode":"8801382953","stockType":"fund_manager","exchange":"fm","tickerId":416142250,"name":"段鹏"}]},"announcement":{"linkText":"长盛稳益6个月定期开放债券型证券投资基金2024年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1174028","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecaee7fea5b3eb04ac0ef","date":"2024-06-29T16:00:00.000Z","stockId":3000000007653,"sao":"1、报告期内行情回顾　　2024年上半年，经济整体保持增长，但随着时间推移，不确定性因素有所加大，增长势头呈现出边际减弱趋势。一方面，支撑增长的动能主要是出口、制造业投资，另一方面，地产虽有亮点但不改整体低迷态势，经过持续近3年的调整，目前依然尚未走出低谷，基建受制于化债等因素未见明显发力。货币政策持续保驾护航，资金面整体合理充裕，地方债、城投债等发行供给节奏偏慢，各期限品种债券市场收益率整体下行，绝对收益水平、期限利差、信用利差等相关指标均处于历史较低分位。　　　　2、报告期内本基金投资策略分析　　在报告期内，3月份，本基金上个运作期结束，并且进入新的运作期。组合抓住市场机会迅速进行资产配置，在市场收益率下台阶前基本完成建仓，配置方向主要为精选期限适宜、具有一定超额利差的中高等级信用债，尽管今年以来信用利差不断压缩，但从绝对收益角度，相比利率债，信用债仍具备一定比较优势，后续根据利差情况适当增加杠杆，并且保持运作平稳，稳步获取票息和杠杆收益。","declarationDate":"2024-07-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:28:14.784Z","mo":"展望下半年，内部看，三中全会闭幕，在重点推动中长期改革之余，对短期增长也有所着墨，强调坚决完成年度增长目标，在货币政策率先发力的基础上，预计后续广义财政政策有望适度加码、提速、发力；外部看，美联储大概率启动降息，有望一定程度上减轻人民币汇率压力，有利于国内稳增长。　　综上，预计下半年债券市场呈现整体震荡格局，随着政策发力经济基本面边际转弱局面缓解，收益率可能迎来小幅调整，将带来介入机会。","fund":{"_id":3000000007653,"__csrcFundId":6398,"stockCode":"007653","shortName":"长盛稳益6个月A","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":7653,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:47.134Z","status":"normal","inceptionDate":"2019-07-25T16:00:00.000Z","name":"长盛稳益6个月定期开放债券型证券投资基金","exchange":"jj","followedNum":0,"fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛稳益6个月","pinyin":"cswy6gydqkfzqxzqtzjj","managers":[{"stockCode":"8801382953","stockType":"fund_manager","exchange":"fm","tickerId":416142250,"name":"段鹏"}]},"announcement":{"linkText":"长盛稳益6个月定期开放债券型证券投资基金2024年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1146860","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecaee7fea5b3eb04ac0ee","date":"2024-03-30T16:00:00.000Z","stockId":3000000007653,"sao":"1、报告期内行情回顾　　一季度，经济增长在多种因素作用下继续处于恢复进程，一方面，2023年四季度超长期国债发行等稳增长政策效应逐步体现，同时，伴随海外补库需求，出口回暖对经济支撑作用增强；另一方面，随着2023年地方化债的推进，部分高债务省份加杠杆空间受到一定约束，与此同时，地产基本面依然处于下行阶段，对经济形成拖累。货币政策持续保驾护航，降低存款准备金率，资金面整体合理充裕，同时地方债、城投债等发行供给节奏偏慢，各期限品种债券市场收益率整体下行，绝对收益水平、期限利差、信用利差等相关指标处于历史较低分位。　　　　2、报告期内本基金投资策略分析　　在报告期内，本基金上个封闭运作期结束打开，平稳完成过渡后进入新的运作期，并且基本完成新运作期建仓操作。","declarationDate":"2024-04-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:28:14.781Z","fund":{"_id":3000000007653,"__csrcFundId":6398,"stockCode":"007653","shortName":"长盛稳益6个月A","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":7653,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:47.134Z","status":"normal","inceptionDate":"2019-07-25T16:00:00.000Z","name":"长盛稳益6个月定期开放债券型证券投资基金","exchange":"jj","followedNum":0,"fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛稳益6个月","pinyin":"cswy6gydqkfzqxzqtzjj","managers":[{"stockCode":"8801382953","stockType":"fund_manager","exchange":"fm","tickerId":416142250,"name":"段鹏"}]},"announcement":{"linkText":"长盛稳益6个月定期开放债券型证券投资基金2024年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1072798","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecaee7fea5b3eb04ac0ed","date":"2023-12-30T16:00:00.000Z","stockId":3000000007653,"sao":"1、报告期内行情回顾　　2023年，经济整体处于疫后波动恢复进程。一季度,随着2022年底防疫政策全面放开后疫情高峰逐步过去，叠加各种政策鼓励，积压需求集中释放，经济动能迅速抬升；进入二季度，若干指标出现边际放缓迹象，增长整体边际转弱；三季度，随着政策力度加大，各项经济指标有所回暖；进入四季度，增长动能再次出现边际转弱。全年看，货币政策持续保驾护航，政策从银行负债、资产两端同向发力，调降谱系利率水平，降低存款准备金率，资金面合理充裕；财政政策力度不断加大，四季度新增了万亿国债发行计划。债券市场整体偏强，利率、信用、存单各期限品种收益率整体下行，特别是随着金融化债的推进，城投债收益率大幅下行，至报告期后期总体处于历史较低水平。　　　　2、报告期内本基金投资策略分析　　在报告期内，本基金择机结束休眠重启运作，3月份到9月份，开启报告期内第一个运作周期，9月份开始进入第二个运作周期。在两个运作周期内，本基金根据市场环境变化，加快资产配置节奏，合理安排资产结构，努力在利率相对高点加大资产配置，同时做深做细个券精选，抓住城投债收益率下行的机会，并适当提升杠杆比例，赚取杠杆利差增厚收益，兼顾组合安全和收益。","declarationDate":"2024-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:28:14.778Z","mo":"展望2024年，短期看，由于种种原因，去年推出的保障房、城中村改造、平急两用设施三大工程等稳增长政策尚未大规模落地；中期看，随着各项政策逐步落地，效果逐步显现，稳预期、稳信心有望取得实质性进展，经济基本面将迎来修复，但政策意图仍重在高质量发展而并非强刺激，因此修复进程可能是曲折的同时修复高度可能有限。　　在上述背景下，预计债券市场包括短端期限品种将在政策和经济现实之间反复博弈，在政策效果显现前走势偏强，随后可能进入调整阶段，全年看大概率呈现区间宽幅震荡走势，在防资金空转的背景下，资金面仍然合理充裕但波动程度可能略有增加。","fund":{"_id":3000000007653,"__csrcFundId":6398,"stockCode":"007653","shortName":"长盛稳益6个月A","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":7653,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:47.134Z","status":"normal","inceptionDate":"2019-07-25T16:00:00.000Z","name":"长盛稳益6个月定期开放债券型证券投资基金","exchange":"jj","followedNum":0,"fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛稳益6个月","pinyin":"cswy6gydqkfzqxzqtzjj","managers":[{"stockCode":"8801382953","stockType":"fund_manager","exchange":"fm","tickerId":416142250,"name":"段鹏"}]},"announcement":{"linkText":"长盛稳益6个月定期开放债券型证券投资基金2023年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1058444","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecaee7fea5b3eb04ac0ec","date":"2023-09-29T16:00:00.000Z","stockId":3000000007653,"sao":"1、报告期内行情回顾　　三季度，在前期政策持续发力的基础上，经济增长动能边际转暖，除地产相关指标依然比较低迷外，工业生产、基建投资、消费等表现可圈可点，经济从被动去库向主动补库过渡端倪初显。货币政策持续保驾护航，力度有增无减，时隔2月再次降息、降准接踵而至，资金面整体合理充裕，但进入9月后，随着债券供给加大、跨季等因素扰动，波动有所加大；债券市场收益率呈现前低后高走势，8月降息前整体表现偏强，之后震荡偏弱。　　　　2、报告期内本基金投资策略分析　　在报告期内，本基金于9月份开放，并在之后进入新的运作周期。报告期内，本基金保证开放期平稳度过，并在进入新的运作周期后，按照信用精选策略，积极完成建仓操作，同时控制杠杆比例，平稳度过季末时点。","declarationDate":"2023-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:28:14.775Z","fund":{"_id":3000000007653,"__csrcFundId":6398,"stockCode":"007653","shortName":"长盛稳益6个月A","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":7653,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:47.134Z","status":"normal","inceptionDate":"2019-07-25T16:00:00.000Z","name":"长盛稳益6个月定期开放债券型证券投资基金","exchange":"jj","followedNum":0,"fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛稳益6个月","pinyin":"cswy6gydqkfzqxzqtzjj","managers":[{"stockCode":"8801382953","stockType":"fund_manager","exchange":"fm","tickerId":416142250,"name":"段鹏"}]},"announcement":{"linkText":"长盛稳益6个月定期开放债券型证券投资基金2023年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=990276","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecaee7fea5b3eb04ac0eb","date":"2023-06-29T16:00:00.000Z","stockId":3000000007653,"sao":"1、报告期内行情回顾　　上半年，经济表现大致呈现前高后低，一季度，随着去年底防疫政策全面放开后疫情高峰逐步过去，叠加各种政策鼓励，积压需求集中释放，经济热度迅速抬升，进入二季度，拉动经济增长的重要动力出现放缓，包括地产、基建等，地产基本面再度转弱，出口亦在一季度有所回暖后重归下行，经济增长整体边际转弱。货币政策持续保驾护航，政策从银行负债、资产两端同向发力，调降谱系利率水平，资金面合理充裕；债券市场整体偏强，利率、信用、存单各期限品种收益率整体下行，至报告期后期总体处于历史较低水平。　　　　2、报告期内本基金投资策略分析　　在报告期内，本基金择机结束休眠重启运作。根据市场环境变化，加快资产配置节奏，合理安排资产结构，努力在利率相对高点加大资产配置，同时做深做细个券精选，并适当提升杠杆比例，赚取杠杆利差增厚收益，兼顾组合安全和收益。","declarationDate":"2023-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:28:14.772Z","mo":"展望下半年，随着7月下旬政治局会议对经济形势定调并做出全面部署，预计当前市场预期有望得到修正，中期看，随着各项政策逐步落地，经济基本面可能将迎来修复，但政策意图在托底并非强刺激，因此修复进程可能是曲折的同时修复高度可能有限。　　在上述背景下，预计债券市场包括短端期限品种将在政策和经济现实之间反复博弈，大概率处于区间震荡走势，收益率下行最快的阶段可能已经结束，资金面波动程度略有增加，整体依然保持合理充裕。","fund":{"_id":3000000007653,"__csrcFundId":6398,"stockCode":"007653","shortName":"长盛稳益6个月A","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":7653,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:47.134Z","status":"normal","inceptionDate":"2019-07-25T16:00:00.000Z","name":"长盛稳益6个月定期开放债券型证券投资基金","exchange":"jj","followedNum":0,"fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛稳益6个月","pinyin":"cswy6gydqkfzqxzqtzjj","managers":[{"stockCode":"8801382953","stockType":"fund_manager","exchange":"fm","tickerId":416142250,"name":"段鹏"}]},"announcement":{"linkText":"长盛稳益6个月定期开放债券型证券投资基金2023年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=957915","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecaee7fea5b3eb04ac0ea","date":"2023-03-30T16:00:00.000Z","stockId":3000000007653,"sao":"1、报告期内行情回顾　　一季度，受益于防疫政策放开和稳增长等政策，消费出现大幅反弹，以基建和制造业为抓手的宽信用进程不断落地见效，国内经济继续稳定回升，与此同时，地产虽有一定回暖但整体依然低迷，前路尚且漫漫，出口表现延续一般。货币政策继续保驾护航，资金面合理充裕，但春节、月末、季末等时点也有波动；短期限品种中，同业存单、利率债等收益率整体窄幅震荡，信用债表现较为亮眼，期限和信用利差大幅压缩。　　　　2、报告期内本基金投资策略分析　　在报告期内，本基金结束前期休眠，完成重启并进入新的运作周期。根据市场判断，在重启阶段，加快资产配置节奏，合理安排资产结构，努力在利率相对有利阶段增加资产配置，同时做深做细个券精选，兼顾组合安全和收益。","declarationDate":"2023-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:28:14.770Z","fund":{"_id":3000000007653,"__csrcFundId":6398,"stockCode":"007653","shortName":"长盛稳益6个月A","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":7653,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:47.134Z","status":"normal","inceptionDate":"2019-07-25T16:00:00.000Z","name":"长盛稳益6个月定期开放债券型证券投资基金","exchange":"jj","followedNum":0,"fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛稳益6个月","pinyin":"cswy6gydqkfzqxzqtzjj","managers":[{"stockCode":"8801382953","stockType":"fund_manager","exchange":"fm","tickerId":416142250,"name":"段鹏"}]},"announcement":{"linkText":"长盛稳益6个月定期开放债券型证券投资基金2023年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=888178","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecaee7fea5b3eb04ac0e9","date":"2021-09-29T16:00:00.000Z","stockId":3000000007653,"sao":"1、报告期内行情回顾三季度，国内经济基本面稳中趋缓，各项经济指标扩张速度继续放缓；货币政策整体维持中性，央行通过降准等操作引导资金面中性偏松；在降准等因素影响下，短端利率较上季度整体有所下行，季度初下行明显，季度末随着债券供给有所放量、宽信用预期逐步发酵等，利率又有所上行。2、报告期内本基金投资策略分析在报告期内，本基金于季初进入休眠模式，在此之前，资产全部到期变现，用于满足赎回需求。","declarationDate":"2021-10-26T16:00:00.000Z","lastUpdated":"2026-03-09T13:28:14.767Z","fund":{"_id":3000000007653,"__csrcFundId":6398,"stockCode":"007653","shortName":"长盛稳益6个月A","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":7653,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:47.134Z","status":"normal","inceptionDate":"2019-07-25T16:00:00.000Z","name":"长盛稳益6个月定期开放债券型证券投资基金","exchange":"jj","followedNum":0,"fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛稳益6个月","pinyin":"cswy6gydqkfzqxzqtzjj","managers":[{"stockCode":"8801382953","stockType":"fund_manager","exchange":"fm","tickerId":416142250,"name":"段鹏"}]},"announcement":{"linkText":"长盛稳益6个月定期开放债券型证券投资基金2021年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=655249","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecaee7fea5b3eb04ac0e8","date":"2021-06-29T16:00:00.000Z","stockId":3000000007653,"sao":"1、报告期内行情回顾上半年，国内经济基本面总体平稳，各项经济指标继续处于景气区间，但扩张速度有所放缓，支撑经济的主要动力为出口、地产；物价方面，受大宗商品上涨等推动，PPI持续走高,CPI也处于上行通道；货币政策整体维持中性，资金面中性偏松；在债券供需错配、资金面宽松等因素影响下，债券收益率，包括中短端利率较去年末整体有所下行。2、报告期内本基金投资策略分析在报告期内，本基金重启运作，以中高等级信用债为主要配置标的，建仓完成后，日常进行滚动融资操作，同时对到期资产进行期限基本匹配再配置。","declarationDate":"2021-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:28:14.764Z","mo":"展望下半年，一方面，地产、出口可能出现不同程度的高位回落；另一方面，消费继续缓慢恢复；同时，PPI预计将在高位持续后有所回落，CPI上行空间可控。在前述背景下，预计经济基本面缓慢下行，但不具备大幅走弱条件，货币政策边际转松，债券市场收益率可能震荡下行，资金面整体平稳。","fund":{"_id":3000000007653,"__csrcFundId":6398,"stockCode":"007653","shortName":"长盛稳益6个月A","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":7653,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:47.134Z","status":"normal","inceptionDate":"2019-07-25T16:00:00.000Z","name":"长盛稳益6个月定期开放债券型证券投资基金","exchange":"jj","followedNum":0,"fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛稳益6个月","pinyin":"cswy6gydqkfzqxzqtzjj","managers":[{"stockCode":"8801382953","stockType":"fund_manager","exchange":"fm","tickerId":416142250,"name":"段鹏"}]},"announcement":{"linkText":"长盛稳益6个月定期开放债券型证券投资基金2021年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=631390","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecaee7fea5b3eb04ac0e7","stockId":3000000007653,"sao":"1、报告期内行情回顾一季度，国内经济基本面继续恢复，各项经济指标仍处于景气区间，经济增速高位运行；货币政策整体维持中性，资金面有所波动，1月下旬比较紧张，整体处于平衡状态。短端利率较去年末整体有所下行。2、报告期内本基金投资策略分析在报告期内，本基金重启运作。1月上旬，资金陆续申购，但整体资金量不大，根据组合实际情况，以配置短期高等级信用债为主。","date":"2021-03-30T16:00:00.000Z","declarationDate":"2021-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:28:14.761Z","fund":{"_id":3000000007653,"__csrcFundId":6398,"stockCode":"007653","shortName":"长盛稳益6个月A","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":7653,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:47.134Z","status":"normal","inceptionDate":"2019-07-25T16:00:00.000Z","name":"长盛稳益6个月定期开放债券型证券投资基金","exchange":"jj","followedNum":0,"fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛稳益6个月","pinyin":"cswy6gydqkfzqxzqtzjj","managers":[{"stockCode":"8801382953","stockType":"fund_manager","exchange":"fm","tickerId":416142250,"name":"段鹏"}]},"announcement":{"linkText":"长盛稳益6个月定期开放债券型证券投资基金2021年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=574065","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecaee7fea5b3eb04ac0e6","stockId":3000000007653,"sao":"1、报告期内行情回顾2020年，影响宏观经济和市场的核心变量是新冠疫情。年初，突如其来的新冠肺炎疫情在全球爆发，受此影响，全球宏观经济出现了多年未有的大幅波动。我国尽管也深受疫情影响，但在中央政府强有力的控制和全国人民的积极配合下，较早从疫情中摆脱出来，防疫取得了伟大的胜利。从宏观经济来说，一季度是全年增长的低点，各项指标创出多年新低，从二季度起，复工复产逐步恢复，经济稳步复苏，至四季度，经济已基本恢复到潜在增速。从增长动力来看，在上半场，基建、地产投资和出口为经济趋稳发挥了重要作用，下半场，消费和制造业投资逐步接过接力棒。从政策层面看，财政政策加大宽松力度，根据形势变化，货币政策由宽松过渡到中性。2020年，受经济走势和货币政策影响，债券市场各期限品种收益率波动巨大，收益率先下后上。前四个月，经济低迷，政策宽松，收益率大幅下行；进入五月，随着复工复产的推进，经济逐步恢复，货币政策适度调整，收益率开始转为上行，自此以后，开启整体上行走势，后续陆续经历了7月份股票市场大幅上涨、11月信用事件爆发等冲击，直至12月央行加大投放力度，收益率有所下行。短端利率走势与中长端利率大体同步，全年来看波动巨大。2、报告期内本基金投资策略分析在报告期内，本基金坚持在不发生风险的前提下，通过积极挖掘绝对收益较高的板块和标的，为投资人创造最大化回报，同时平稳度过年中打开阶段。","date":"2020-12-30T16:00:00.000Z","declarationDate":"2021-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:28:14.758Z","mo":"展望2021年，一方面，基建投资将保持相对平稳，在地产政策整体难以放松的条件下，地产商加速周转策略可能仍会是主流，预计地产投资仍会保持一定韧性。另一方面，出口、制造业投资景气程度仍将持续一定时间，而在需求侧管理政策基调下，消费具有上行空间。同时，需要密切关注通胀走势。在前述背景下，预计经济基本面前高后低，但不具备大幅走弱条件，而货币政策仍将维持紧平衡格局，同时，股市、楼市等资产价格也会对政策取向带来影响，债券市场收益率预计处于震荡格局，资金面维持紧平衡，资金利率围绕政策利率中枢波动。","fund":{"_id":3000000007653,"__csrcFundId":6398,"stockCode":"007653","shortName":"长盛稳益6个月A","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":7653,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:47.134Z","status":"normal","inceptionDate":"2019-07-25T16:00:00.000Z","name":"长盛稳益6个月定期开放债券型证券投资基金","exchange":"jj","followedNum":0,"fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛稳益6个月","pinyin":"cswy6gydqkfzqxzqtzjj","managers":[{"stockCode":"8801382953","stockType":"fund_manager","exchange":"fm","tickerId":416142250,"name":"段鹏"}]},"announcement":{"linkText":"长盛稳益6个月定期开放债券型证券投资基金2020年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=559327","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecaee7fea5b3eb04ac0e5","stockId":3000000007653,"sao":"1、报告期内行情回顾上半年，受突如其来的新冠肺炎疫情影响，宏观经济和金融市场大幅波动。一季度，疫情在国内蔓延对经济社会发展造成重大冲击，各项经济指标或创下多年新低；受猪瘟等因素延续影响，通胀高位运行；货币政策保持稳健基调，更加注重灵活调整，加大在降低社会融资成本方面发力力度，资金面保持持续宽松。二季度，尽管国外疫情仍在恶化，但我国疫情得到有效控制，随着复工复产顺利推进，国内经济基本面逐步恢复，各项经济指标出现反弹，最差阶段已经过去；通胀开始步入下行阶段；财政政策显著发力，专项债、特别国债、赤字率三箭齐发；货币政策从适度宽松转向边际收紧，偏向打击资金空转套利，资金面趋于均衡。与经济基本面走势相匹配，短端债券市场和资金利率同样波幅巨大。一季度，在经济走弱叠加政策放松，短端债券市场收益率和资金利率大幅下行，二季度，季初在央行降低超储利率的影响下，短端收益率和资金利率继续下行，后期随着经济逐步修复叠加打击资金空转套利，政策边际收紧，短端收益率和资金利率大幅上行。2、报告期内本基金投资策略分析在报告期内，本基金第一个封闭期结束，打开平稳过渡后，进入第二个封闭期，在第二个封闭期内，在利率相对高位完成资产配置，主要滚动杠杆保持组合平稳运作。","date":"2020-06-29T16:00:00.000Z","declarationDate":"2020-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:28:14.753Z","mo":"展望下半年，一方面，随着上半年社融创出天量，基建托底效果有望不断显现，同时地产投资可能继续表现韧性；另一方面，出口压力仍存，同时国内消费等下游需求恢复仍偏慢；预计经济基本面仍在渐进修复过程中，但修复速度可能放缓，政策预计继续处在观察期，更加注重灵活调整。在前述背景下，同时鉴于5月以来已经持续大幅调整，预计短端债券市场和资金利率中枢可能保持震荡走势，资金面保持相对平衡。","fund":{"_id":3000000007653,"__csrcFundId":6398,"stockCode":"007653","shortName":"长盛稳益6个月A","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":7653,"masterFundFlag":1,"lastUpdated":"2024-12-31T23:39:47.134Z","status":"normal","inceptionDate":"2019-07-25T16:00:00.000Z","name":"长盛稳益6个月定期开放债券型证券投资基金","exchange":"jj","followedNum":0,"fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛稳益6个月","pinyin":"cswy6gydqkfzqxzqtzjj","managers":[{"stockCode":"8801382953","stockType":"fund_manager","exchange":"fm","tickerId":416142250,"name":"段鹏"}]},"announcement":{"linkText":"长盛稳益6个月定期开放债券型证券投资基金2020年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=463075","linkType":"PDF","source":"csrc_pdf"}}]}