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策偏暖，一定程度上提振了投资者信心。国内经济企稳向上，向中长期潜在合理增长区间靠拢。  在货币政策维持合理充裕的情况下，国内权益市场具有较好的投资机会。报告期内，沪深300指数上涨4.63%，创业板指数上涨2.25%。权益市场上，行业涨多跌少，计算机、传媒、通讯、电子等板块表现较好，地产、商贸零售、银行等板块下跌。对经济预期的变化导致国债收益率先上升再下降，中证全债指数上涨0.98%。TMT板块在事件性驱动的背景下，叠加股价位置整体偏低，估值率先得到扩张。  本基金发挥主动管理能力积极应对，力求给持有人带来中长期的稳健回报。市场关注点可能从预期转向现实业绩兑现情况，看实际政策落地和经济修复的程度，对应到资本市场的映射可能会有较多的投资机会。报告期内，对于长期投资逻辑较好的消费、医药等板块，基金继续保持一定的配置。基金关注具备中国竞争优势的高端装备制造业以及围绕安全、自主可控相关的产业链。此外，基金的配置变化体现在：行业配置上，提升了计算机、传媒、通讯等的占比，低配了医药生物、电力设备与新能源、房地产产业链。考虑到部分板块基本面数据的改善，基金也做了相应减持。","declarationDate":"2023-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:14:05.792Z","fund":{"_id":3000000519175,"stockCode":"519175","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-01-02T16:00:00.000Z","setUpScale":694559000,"market":"a","tickerId":519175,"custody":"兴业银行股份有限公司","name":"浦银安盛经济带崛起灵活配置混合型证券投资基金","shortName":"浦银安盛经济带崛起混合(519175)","fundSecondLevel":"hybrid","__csrcFundId":1393,"fundStatus":"normal","lastUpdated":"2026-05-01T08:08:24.158Z","masterFundFlag":1,"inceptionDate":"2017-02-06T16:00:00.000Z","fundCollectionId":4000050590000,"currency":"CNY","masterFundShortName":"浦银安盛经济带崛起混合","pinyin":"pyasjjdjqlhpzhhxzqtzjj","managers":[{"stockCode":"db20791449","stockType":"fund_manager","exchange":"fm","tickerId":2614212760,"name":"赵楠"}]},"announcement":{"linkText":"浦银安盛经济带崛起灵活配置混合型证券投资基金2023年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=889109","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed5ad7fea5b3eb055fb49","date":"2022-12-30T16:00:00.000Z","stockId":3000000519175,"sao":"2022年，国内国际形势均出现复杂深刻的变化，新冠疫情、俄乌冲突、地区能源等等问题交织。国内经济经受了来自多个维度的考验，以稳为主，在四季度度过了阶段性低点。随着国内疫情防控措施的调整优化，市场风险偏好企稳，信心正在积聚。海外主要经济体通胀高企，十年美债收益率升至4.3%，流动性趋紧，极大压制了全球风险资产，海外股票市场悲观情绪蔓延。进入四季度，宏观变量显现一些边际变化，美国CPI数据构筑顶部，美债收益率和美元指数冲高回落。  报告期内，国内权益市场整体下跌，沪深300指数下跌21.63%，创业板指数下跌29.37%，恒生指数下跌15.46%，市场风格比较散乱。从行业板块角度看，煤炭、消费者服务、新能源的子行业等有阶段性表现。经济整体偏弱、投资情绪负面等原因，电子、计算机、军工等板块业绩估值双降。国债收益率整体震荡，四季度债市迎来大幅调整，全年看中证全债指数上涨3.49%。  报告期内，面对复杂波动的市场，我们致力于调整股债资产结构和行业配置。基金立足于稳健的投资策略，用中长期的视角来追求好的风险收益比资产。全年看，煤炭石油、新能源汽车、光伏储能、房地产产业链有阶段性投资机会，但持续性不强，投资难度增加。基金在二季度后期阶段性修复了净值，但全年看，在整体市场向下的背景下未能取得正收益。进入四季度后半期，在多个内外部形势转向明朗的背景下，股债性价比显现，我们逐步增配了权益资产。对于债券投资，我们坚持投资高评级债券以规避信用风险可能带来的波动。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T14:14:05.789Z","mo":"展望2023年，我们预计国内经济企稳向上，回到中长期合理增长区间。经济、政策、资本市场的底部有望共振向上。中美利差修复，外资具备回流A股的基础。海外来看，美联储的加息高峰已过，美债收益率和美元指数进入下行通道，对权益资产估值端的压制减小。在货币政策维持合理充裕的情况下，国内权益市场具有较好的机会，我们将发挥主动管理能力积极应对，力求给持有人带来中长期的稳健回报。  防控政策持续优化后，人员流动增加，经济活力增强，前期受抑制的行业将迎来改善。生物医药板块中长期逻辑通顺、估值进入历史低位区间；人民生活回归常态，消费信心逐步恢复，消费意愿增强；房地产政策“三箭齐发”，房地产及相关产业链有望边际改善；实体经济受到政策扶持，看好中国优势的高端制造业；在高度重视安全的背景下，自主可控与国产替代成为受益主线。","fund":{"_id":3000000519175,"stockCode":"519175","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-01-02T16:00:00.000Z","setUpScale":694559000,"market":"a","tickerId":519175,"custody":"兴业银行股份有限公司","name":"浦银安盛经济带崛起灵活配置混合型证券投资基金","shortName":"浦银安盛经济带崛起混合(519175)","fundSecondLevel":"hybrid","__csrcFundId":1393,"fundStatus":"normal","lastUpdated":"2026-05-01T08:08:24.158Z","masterFundFlag":1,"inceptionDate":"2017-02-06T16:00:00.000Z","fundCollectionId":4000050590000,"currency":"CNY","masterFundShortName":"浦银安盛经济带崛起混合","pinyin":"pyasjjdjqlhpzhhxzqtzjj","managers":[{"stockCode":"db20791449","stockType":"fund_manager","exchange":"fm","tickerId":2614212760,"name":"赵楠"}]},"announcement":{"linkText":"浦银安盛经济带崛起灵活配置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=873449","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed5ad7fea5b3eb055fb48","date":"2022-09-29T16:00:00.000Z","stockId":3000000519175,"sao":"三季度，国内因素看，宏观经济预期较弱；疫情下，生产、需求与供应链的修复需要一个过程。外部因素看，美国经济数据较强、通胀持续维持高位，美联储超预期加息导致全球流动性预期持续走弱，短短两个月，美债收益率从2.5%大幅攀升至4%，压制全球风险资产估值。这一阶段中，多数宏观因素具有较高不确定性，市场对未来的预期处于不断修正过程中。  报告期内，权益市场整体呈现弱势下跌，表现不佳，交投活跃度有所下降，估值下行到历史偏低水平，整体呈现中长期偏底部特征。沪深300指数下跌15.16%，创业板指下跌18.56%，恒生指数下跌21.21%。板块方面，资源属性较强的煤炭、电力、石油石化等板块涨幅较大；由于经济整体偏弱、美债收益率上升较快等原因，建材、电子、传媒等板块跌幅较大。国债收益率震荡下行，中证全债指数上涨1.7%。  报告期内，市场的变化为基金投资带来较大的挑战。面对市场下行，基金采取稳健的投资策略，从风险收益比的角度考察投资主线和筛选投资标的。另一方面，从权益资产占比和分散化投资两个维度控制基金的下行回撤。基金积极调整组合结构以应对市场变化，降低了部分股票弹性以平滑市场风险，增配了部分稳健类股票，对股票组合风格进行再平衡。在投资方向上，关注了能源相关的主线；综合衡量疫情的影响调整消费、医药等板块的配置。个股选择上，更加关注估值与业绩增长的确定性。对于债券投资，基金坚持投资高评级债券以规避信用风险可能带来的波动。经过此轮调整，综合考虑经济基本面、流动性、市场情绪、估值水平等，我们认为当前位置的投资价值已经获得提升。","declarationDate":"2022-10-25T16:00:00.000Z","lastUpdated":"2026-03-09T14:14:05.786Z","fund":{"_id":3000000519175,"stockCode":"519175","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-01-02T16:00:00.000Z","setUpScale":694559000,"market":"a","tickerId":519175,"custody":"兴业银行股份有限公司","name":"浦银安盛经济带崛起灵活配置混合型证券投资基金","shortName":"浦银安盛经济带崛起混合(519175)","fundSecondLevel":"hybrid","__csrcFundId":1393,"fundStatus":"normal","lastUpdated":"2026-05-01T08:08:24.158Z","masterFundFlag":1,"inceptionDate":"2017-02-06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“需求收缩、供给冲击、预期转弱”的三重压力，多地点状出现的疫情打乱了经济正常运行的节奏。为实现稳增长的目标，财政政策与货币政策发力，推出稳经济一揽子政策措施，部署稳住经济大盘工作，政策效应较快显现。4月主要经济指标深度下跌，5月降幅收窄，6月企稳回升，最终实现上半年GDP同比增长2.5%。分结构看，消费增速下降，基建投资和制造业投资的增长对冲房地产投资的下滑，进出口保持较高增长。当前看，地产销售底部企稳，社会融资规模逐渐放量且结构改善，稳增长政策进入集中发力期，专项债密集发行使得基建投资成为稳增长的抓手。全球宏观形势复杂，多个重大事件交织。俄乌冲突、欧美经济滞涨以及由此衍生的能源危机、通胀治理等问题，从多个角度波及至国内。总体而言，中国顶住全球向下的压力，稳经济的成效来之不易。  报告期内，多种负面因素在资本市场集中反映，A股走势波折反复，从震荡下跌到快速下跌，再到触底反弹后重新震荡整理。报告期内沪深300指数下跌9.22%，创业板指下跌15.41%。板块方面，受益于能源紧缺和市场对疫后复苏行业竞争格局改善的预期，煤炭板块有正收益，其余板块均下跌，电子、计算机、传媒等板块跌幅靠前。新能源产业链多个子行业弹性明显，在下跌后最先反弹，各种新技术带来主题性投资机会。对经济复苏和政策宽信用的预期波动导致国债收益率整体呈现震荡走势，中证全债指数上涨1.9%。  报告期内，基金的投资理念和投资策略未发生变化，但股票市场的大幅波动对投资管理带来很大挑战，基金未能实现绝对收益的目标。尽管从大类资产配置角度看，权益资产是具备中长期投资价值的，但短期的剧烈波动却对基金净值带来损失。一季度，基金在电力设备与新能源、消费、医药上的配置较多，随后，基金关注行业景气度与市场预期的边际变化，调整了行业占比，通过分散与均衡的配置来熨平市场带来的波动。基金配置了光伏、锂资源、电池环节。部分产品受供需变化带来价格上涨具备投资机会。此外，汽车产业链、消费品及疫后复苏都是在当前背景下的亮点。以上策略有利于基金净值修复。对于债券投资，我们坚持投资高评级债券以规避信用风险可能带来的波动，延续中短久期中低杠杆的策略。","declarationDate":"2022-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T14:14:05.783Z","mo":"展望下半年，我们主要观察国内本轮经济复苏的持续性。宏观层面看，在政策发力与流动性宽松的背景下，疫情防控科学及常态化，经济有望走出前期低谷。微观层面看，国企、民企、外企等市场主体的信心有望修复，各种政策红利远未释放，部分需求只是被延缓而不是消失。因此，尽管国内疫情影响还没有完全消除，经济持续恢复基础不稳固，但对于国内经济不宜悲观。我们需要关注外部环境的不稳定不确定、世界经济滞胀风险上升等因素及其对国内的传导。  上半年，证券市场经历了高波动阶段，下半年有望缓解。如果全球市场对于欧美等主要经济体信心不足的时候，那么流动性收紧的节奏将弱于上半年。横向对比，中国具备较好的投资机会和性价比，对于海外资金具备较强的吸引力。  从行业比较上，需要考虑经济所处阶段和行业景气度的变化。汽车及零部件、新兴消费、生物医药具备较好的竞争优势。双碳背景下，新能源汽车与光伏有着较高的景气度，产业链带动力强。高端装备、半导体、国防军工等自主可控的市场空间大。疫后复苏，新兴消费、出行方式带来的变化将是长期的。从稳健投资的角度出发，关注投资标的的估值水平，寻找更具性价比的标的。","fund":{"_id":3000000519175,"stockCode":"519175","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-01-02T16:00:00.000Z","setUpScale":694559000,"market":"a","tickerId":519175,"custody":"兴业银行股份有限公司","name":"浦银安盛经济带崛起灵活配置混合型证券投资基金","shortName":"浦银安盛经济带崛起混合(519175)","fundSecondLevel":"hybrid","__csrcFundId":1393,"fundStatus":"normal","lastUpdated":"2026-05-01T08:08:24.158Z","masterFundFlag":1,"inceptionDate":"2017-02-06T16:00:00.000Z","fundCollectionId":4000050590000,"currency":"CNY","masterFundShortName":"浦银安盛经济带崛起混合","pinyin":"pyasjjdjqlhpzhhxzqtzjj","managers":[{"stockCode":"db20791449","stockType":"fund_manager","exchange":"fm","tickerId":2614212760,"name":"赵楠"}]},"announcement":{"linkText":"浦银安盛经济带崛起灵活配置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=788398","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed5ad7fea5b3eb055fb46","date":"2022-03-30T16:00:00.000Z","stockId":3000000519175,"sao":"一季度，国内经济面临“需求收缩、供给冲击、预期转弱”三重压力。房地产销售数据大幅下滑，居民中长期贷款首次负增长，PMI跌落至荣枯线以下等，表明经济修复需要时间。疫情的多点出现对消费和出行影响较大。国内生产总值增长预期目标是5.5%左右，政策将围绕稳增长展开。影响市场的外部增量因素是俄乌地缘冲突以及美联储的紧缩政策。  报告期内，影响市场的内外部因素发生剧烈且深刻的变化，各类资产价格均出现下跌。沪深300指数下跌14.53%，创业板指数下跌19.96%，中证转债指数下跌8.36%，十年期国债在2.6%-2.9%区间震荡。权益市场上，煤炭板块一枝独秀，受益于稳增长和宽松预期的地产、银行也有一定表现，其余板块尽皆下跌。高贝塔属性的电子、军工、汽车等跌幅靠前，食品饮料、家电、电力设备与新能源也有较大跌幅。  报告期内，基金的投资理念和投资策略未发生变化，但股债两类资产下跌，基金未能实现绝对收益的目标。从股债性价比与股票估值角度看，权益市场相对占优，因此基金的权益资产占比基本稳定。前期，基金在电力设备与新能源、消费、医药上的配置较多，这在报告期内的市场环境下遇到较大压力，基金净值受到拖累。基金关注行业景气度与市场预期的边际变化，在后期调整了行业占比，通过分散与均衡的配置来熨平市场带来的波动。此外，考虑到经济与政策的变化，稳增长成为一条配置主线。对于债券投资，我们坚持投资高评级债券以规避信用风险可能带来的波动。基金积极调整组合结构以应对市场变化，但整体还是受到了市场大幅下跌的影响表现不佳。","declarationDate":"2022-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:14:05.781Z","fund":{"_id":3000000519175,"stockCode":"519175","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-01-02T16:00:00.000Z","setUpScale":694559000,"market":"a","tickerId":519175,"custody":"兴业银行股份有限公司","name":"浦银安盛经济带崛起灵活配置混合型证券投资基金","shortName":"浦银安盛经济带崛起混合(519175)","fundSecondLevel":"hybrid","__csrcFundId":1393,"fundStatus":"normal","lastUpdated":"2026-05-01T08:08:24.158Z","masterFundFlag":1,"inceptionDate":"2017-02-06T16:00:00.000Z","fundCollectionId":4000050590000,"currency":"CNY","masterFundShortName":"浦银安盛经济带崛起混合","pinyin":"pyasjjdjqlhpzhhxzqtzjj","managers":[{"stockCode":"db20791449","stockType":"fund_manager","exchange":"fm","tickerId":2614212760,"name":"赵楠"}]},"announcement":{"linkText":"浦银安盛经济带崛起灵活配置混合型证券投资基金2022年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=730297","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed5ad7fea5b3eb055fb45","date":"2021-12-30T16:00:00.000Z","stockId":3000000519175,"sao":"2021年，国内经济逐季回落，向中长期潜在增速回归。分解三大驱动因素，出口是拉动经济的主要动力，消费与投资力度偏弱，房地产新开工和固定资产投资下行。中央经济工作会议定调后，政策开始发力稳增长，货币政策降准降息保持流动性宽松，财政政策发力前置开展基建投资。反观海外，主要经济体面临问题更加复杂，疫情高发、经济失衡叠加通胀高企，央行意图收紧货币政策以控制通胀压力。  报告期内，A股走势宽幅震荡，市场机会体现为阶段性与结构性，成长风格显著跑赢价值风格，沪深300指数下跌5.20%，创业板指数上涨12.02%。板块方面，“碳达峰、碳中和”政策推进，光伏装机增长、新能源汽车销量超预期等推动电力设备和新能源板块成为年度涨幅第一；部分工业品在供给受限、需求增长的背景下价格上涨，化工、有色金属、煤炭等周期板块涨幅较大。由于出行限制、疫情反复以及房地产政策调控等原因，休闲服务、家电、地产等板块跌幅较大，食品饮料、医药等整体表现一般。经济预期回落，货币政策宽松，国债收益率震荡下行，中证全债指数上涨5.65%。  报告期内，本基金延续绝对收益的投资目标，采取稳健的投资策略。基金资产中权益占比总体不高，动态微调。总体看，2021年权益市场发生了与往年较大的差异。面对市场风格变化与行业板块轮动加快的状况，基金保持“以稳为主、适度弹性”。投资方向主要在消费、医药、新能源、高端装备制造等。基金在新能源的投资上获得了一定的收益，但是由于食品饮料、医药、家电等板块整体表现不佳，没有为组合带来贡献。权益投资很大程度上体现出基金的风格特征，因此，基金在个股选择上既看重远期空间，也注重短期估值和盈利的匹配程度，尽量减少高波动个股对组合的影响。对于债券投资，基金选择投资高评级债券以规避信用风险可能带来的波动，采取中短久期。新股发行定价改革后，网下参与新股的收益率下行；流动性总体宽松，资金市场价格整体较低。","declarationDate":"2022-01-23T16:00:00.000Z","lastUpdated":"2026-03-09T14:14:05.778Z","mo":"展望2022年，国内经济发展质量整体向好，经济有望运行在合理区间，虽然面临需求收缩、供给冲击、预期转弱三重压力，但横向、纵向比较之后，我们并不悲观。国内政策“以稳为主”，消费平稳增长，政策发力适度提前，财政和货币政策更加积极有为，地方政府专项债与减税降费效果将发挥作用。海外市场复杂多变，面临着货币政策趋紧、地缘安全问题凸显、疫情高发等问题。  在新形势下，我国资本市场的内外部环境得到完善，权益资产的重要性日益凸显，全面注册制有望推出。经济结构转型带来产业趋势变化，权益资产投资逻辑也需要更新，更加聚焦于行业与赛道。金融市场开放，外资连续多年净流入，预计这一趋势有望延续。也要看到，影响证券市场的因素是复杂的，可能会阶段性导致市场的大幅回撤，因此，长期投资、价值投资、逆向投资就更显得难能可贵。  从行业比较的角度看，我们偏好依靠内需的大消费行业，大众消费品、消费升级等具备较大的空间。“双碳”背景下，光伏与电动车长期投资逻辑顺畅，部分公司具备全球竞争力。体现中国优势的高端装备制造、军工安全等行业有望延续较高的景气度。“稳增长”背景下，新老基建有望共同发力托底经济，也将是一条投资主线。我们关注行业供需格局与价格趋势，把握新兴产业的“微笑曲线”带来的投资机会。当然，最终的落脚点就是以合理的估值选出好的投资标的。在宏观环境保持积极稳定的情况下，权益和债券市场均具有结构性的机会，我们将发挥主动管理能力积极应对，力争为净值增长做出贡献。","fund":{"_id":3000000519175,"stockCode":"519175","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-01-02T16:00:00.000Z","setUpScale":694559000,"market":"a","tickerId":519175,"custody":"兴业银行股份有限公司","name":"浦银安盛经济带崛起灵活配置混合型证券投资基金","shortName":"浦银安盛经济带崛起混合(519175)","fundSecondLevel":"hybrid","__csrcFundId":1393,"fundStatus":"normal","lastUpdated":"2026-05-01T08:08:24.158Z","masterFundFlag":1,"inceptionDate":"2017-02-06T16:00:00.000Z","fundCollectionId":4000050590000,"currency":"CNY","masterFundShortName":"浦银安盛经济带崛起混合","pinyin":"pyasjjdjqlhpzhhxzqtzjj","managers":[{"stockCode":"db20791449","stockType":"fund_manager","exchange":"fm","tickerId":2614212760,"name":"赵楠"}]},"announcement":{"linkText":"浦银安盛经济带崛起灵活配置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=715751","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed5ad7fea5b3eb055fb44","date":"2021-09-29T16:00:00.000Z","stockId":3000000519175,"sao":"三季度，国内经济数据边际回落，向着长期潜在增速靠拢，“三驾马车”均有走弱迹象。阶段性、局部性的限产限电对生产和经济带来扰动。财政政策后置，效果显现还需时间观察。结合中美经济基本面和货币政策看，中美利率短期向上可能性不大，流动性维持宽松。  报告期内，A股整体震荡偏弱，沪深300指数下跌6.85%，创业板指下跌6.69%，恒生指数下跌14.75%。板块方面，受原材料价格上涨、供给受限等影响，煤炭、有色、钢铁等板块涨幅较大。内需不振导致消费整体偏弱，休闲服务、医药、食品饮料等板块跌幅较大。国债收益率震荡下行，中证全债指数上涨1.87%。  报告期内，基金的总体思路仍是“以稳为主、适度弹性”。我们从股债性价比以及寻找结构性机会的角度出发，小幅增配了权益资产。投资操作上，我们看好长期稳健的消费与医药，但考虑到短期消费整体偏弱，因此仓位较前期小幅下降。在“碳达峰碳中和”背景下，基金对于光伏、新能源汽车保持配置。受价格性因素影响，部分化工与有色品种的盈利能力可能出现向上趋势，也是基金阶段性关注的范围。基金规避了高波动以及业绩把握度不高的行业。对于债券投资，基金坚持投资高评级债券以规避信用风险。","declarationDate":"2021-10-25T16:00:00.000Z","lastUpdated":"2026-03-09T14:14:05.775Z","fund":{"_id":3000000519175,"stockCode":"519175","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-01-02T16:00:00.000Z","setUpScale":694559000,"market":"a","tickerId":519175,"custody":"兴业银行股份有限公司","name":"浦银安盛经济带崛起灵活配置混合型证券投资基金","shortName":"浦银安盛经济带崛起混合(519175)","fundSecondLevel":"hybrid","__csrcFundId":1393,"fundStatus":"normal","lastUpdated":"2026-05-01T08:08:24.158Z","masterFundFlag":1,"inceptionDate":"2017-02-06T16:00:00.000Z","fundCollectionId":4000050590000,"currency":"CNY","masterFundShortName":"浦银安盛经济带崛起混合","pinyin":"pyasjjdjqlhpzhhxzqtzjj","managers":[{"stockCode":"db20791449","stockType":"fund_manager","exchange":"fm","tickerId":2614212760,"name":"赵楠"}]},"announcement":{"linkText":"浦银安盛经济带崛起灵活配置混合型证券投资基金2021年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=653149","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed5ad7fea5b3eb055fb43","date":"2021-06-29T16:00:00.000Z","stockId":3000000519175,"sao":"上半年，国内经济持续修复、景气向上，海外经济也开始由局部复苏走向整体复苏。因此，市场对于政策回归常态、流动性边际收紧的担忧逐步升温。到了二季度，广义流动性与狭义流动性均处于相对充裕的状态，国内经济整体仍是处于景气区间但边际上有所回落。结构性特点比较明显，出口偏好是经济的有力支撑，消费恢复仍在进程。反观海外，全球经济正处于复苏最快的时段，由于出行限制的打开，耐用品消费逐渐向服务消费转变。  报告期内，A股宽幅震荡走势，结构性机会较多，成长风格显著跑赢价值风格。报告期内沪深300指数上涨0.24%，创业板指上涨17.22%。板块方面，经济回升需求向好推动化工、钢铁、煤炭等周期板块涨幅较大，新能源汽车销量超预期及芯片紧缺等推动电力设备、电子等板块上涨，而由于保费增速较弱，家电成本上涨较大等原因，保险、家电等板块跌幅较大。国债收益率震荡下行，中证国债指数上涨2.20%，中证全债指数上涨2.31%。  报告期内，我们积极调整组合结构以应对市场变化，仍然坚守“以稳为主、适度弹性”的投资思路以获取较稳健的收益，通过积极研究产业趋势，权益组合主动增配了新能源车、光伏、生物医药等板块的配置取得较好的效果，在择股上既看重远期空间，也注重短期估值和盈利的匹配程度。对于债券投资，我们坚持投资高评级债券以规避信用风险可能带来的波动。","declarationDate":"2021-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T14:14:05.772Z","mo":"展望下半年，我们判断宏观经济有望回归常态、进入潜在增速水平区间，年内看流动性合理充裕仍是市场主旋律。积极的政策环境为投资提供了良好的基础。财政和货币政策稳健有为，专项债的发行可能提速，产业政策明确支持新能源汽车的发展、支持“专精特新”的中小企业，碳达峰和碳中和成为强政策催化。  在宏观环境整体稳定的情况下，权益和债券市场均具有结构性的机会，我们将保持耐心，积极应对，力求给投资人带来持续稳健的回报。从行业比较上，我们预计新兴消费、医药研发、新能源汽车与光伏、高端制造等有望保持较高的景气度。周期性行业受政策与供给侧因素影响较大。专项债的发力有望阶段性推动基建，但是力度可能柔和。疫情虽有反复，但对于生产、交通与消费等影响应该可控。","fund":{"_id":3000000519175,"stockCode":"519175","stockType":"fund","areaCode":"cn","followedNum":0,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-01-02T16:00:00.000Z","setUpScale":694559000,"market":"a","tickerId":519175,"custody":"兴业银行股份有限公司","name":"浦银安盛经济带崛起灵活配置混合型证券投资基金","shortName":"浦银安盛经济带崛起混合(519175)","fundSecondLevel":"hybrid","__csrcFundId":1393,"fundStatus":"normal","lastUpdated":"2026-05-01T08:08:24.158Z","masterFundFlag":1,"inceptionDate":"2017-02-06T16:00:00.000Z","fundCo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