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促进了很多行业的发展，随着时间的推移，部分供给可能不再适应未来需求，也存在一些行业的供给可能需要持续增长以适应需求的增加，我们持续关注人口老龄化相关的需求和供给，以及一些具备较大潜力的新兴领域。改革方面，持续关注相关的受益领域，结合政策环境、产业发展趋势、企业竞争力和价值寻找相关机会。　　我们将积极耐心寻找估值合理的优质公司、理解其成长逻辑、关注他们能力建设可能带来的成长，努力为持有人争取更好的收益。","fund":{"_id":3000000008371,"stockCode":"008371","areaCode":"cn","stockType":"fund","tickerId":8371,"fundSecondLevel":"hybrid","status":"normal","exchange":"jj","name":"华安汇智精选两年持有期混合型证券投资基金","shortName":"华安汇智精选两年持有混合(008371)","custody":"中国银行股份有限公司","fundType":"stock","ipoDate":"2019-11-27T16:00:00.000Z","setUpScale":1267180000,"__csrcFundId":6902,"fundStatus":"normal","lastUpdated":"2026-04-30T21:13:22.190Z","market":"a","masterFundFlag":1,"inceptionDate":"2019-12-17T16:00:00.000Z","followedNum":10,"fundCollectionId":4000050040000,"currency":"CNY","masterFundShortName":"华安汇智精选两年持有混合","setUpDate":"2019-12-17T16:00:00.000Z","pinyin":"hahzjxlncyqhhxzqtzjj","managers":[{"stockCode":"db20245305","stockType":"fund_manager","exchange":"fm","tickerId":182416130400,"name":"饶晓鹏"}]},"announcement":{"linkText":"华安汇智精选两年持有期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=1152216","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecb987fea5b3eb04b88a6","date":"2024-03-30T16:00:00.000Z","stockId":3000000008371,"sao":"一季度市场震荡，行业层面，石油石化、家电、银行、煤炭、有色金属等相对较强，综合、医药、电子、房地产、计算机等相对落后。　　一季度对组合持仓进行一定的调整。在消费领域，增持了一些估值合理、有较强内在增长逻辑的公司。其他领域增加了部分业务相对稳定，现金流充沛的公司。适度降低了个股持仓集中度。","declarationDate":"2024-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:31:04.012Z","fund":{"_id":3000000008371,"stockCode":"008371","areaCode":"cn","stockType":"fund","tickerId":8371,"fundSecondLevel":"hybrid","status":"normal","exchange":"jj","name":"华安汇智精选两年持有期混合型证券投资基金","shortName":"华安汇智精选两年持有混合(008371)","custody":"中国银行股份有限公司","fundType":"stock","ipoDate":"2019-11-27T16:00:00.000Z","setUpScale":1267180000,"__csrcFundId":6902,"fundStatus":"normal","lastUpdated":"2026-04-30T21:13:22.190Z","market":"a","masterFundFlag":1,"inceptionDate":"2019-12-17T16:00:00.000Z","followedNum":10,"fundCollectionId":4000050040000,"currency":"CNY","masterFundShortName":"华安汇智精选两年持有混合","setUpDate":"2019-12-17T16:00:00.000Z","pinyin":"hahzjxlncyqhhxzqtzjj","managers":[{"stockCode":"db20245305","stockType":"fund_manager","exchange":"fm","tickerId":182416130400,"name":"饶晓鹏"}]},"announcement":{"linkText":"华安汇智精选两年持有期混合型证券投资基金2024年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1073320","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecb987fea5b3eb04b88a5","date":"2023-12-30T16:00:00.000Z","stockId":3000000008371,"sao":"2023年市场震荡略跌，行业层面，通信、传媒、煤炭、家电、石油石化等等相对较强，消费者服务、地产、电力设备及新能源、建材、基础化工等相对落后。华安汇智精选净值下跌。　　组合上对部分质地、增长前景较好的公司提高了配置比例，降低了一些行业或其他方面面临不确定的公司的持仓比例。","declarationDate":"2024-01-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:31:04.009Z","mo":"2023年是经济恢复发展的一年，我国经济回升向好，高质量发展扎实推进。现代化产业体系建设取得重要进展，科技创新实现新的突破，改革开放向纵深推进，安全发展基础巩固夯实。但同时面临一些困难和挑战，主要是有效需求不足、部分行业产能过剩、社会预期偏弱、风险隐患仍然较多，国内大循环存在堵点，外部环境复杂和存在不确定性。综合起来看，我国发展面临的有利条件强于不利因素，经济回升向好、长期向好的基本趋势没有改变。　　展望未来，经济结构升级是长期方向。我们看到近些年形成了一些新的具有全球竞争力的行业，如高端制造、精密仪器、新材料及新工艺等。另一方面，关注内需相关领域具有内生成长逻辑的公司和细分行业。此外，发展和安全并重，关注安全领域的相关机会。　　我们将积极耐心寻找估值合理的优质公司、理解其成长逻辑、关注他们能力建设可能带来的成长，努力为持有人争取更好的收益。","fund":{"_id":3000000008371,"stockCode":"008371","areaCode":"cn","stockType":"fund","tickerId":8371,"fundSecondLevel":"hybrid","status":"normal","exchange":"jj","name":"华安汇智精选两年持有期混合型证券投资基金","shortName":"华安汇智精选两年持有混合(008371)","custody":"中国银行股份有限公司","fundType":"stock","ipoDate":"2019-11-27T16:00:00.000Z","setUpScale":1267180000,"__csrcFundId":6902,"fundStatus":"normal","lastUpdated":"2026-04-30T21:13:22.190Z","market":"a","masterFundFlag":1,"inceptionDate":"2019-12-17T16:00:00.000Z","followedNum":10,"fundCollectionId":4000050040000,"currency":"CNY","masterFundShortName":"华安汇智精选两年持有混合","setUpDate":"2019-12-17T16:00:00.000Z","pinyin":"hahzjxlncyqhhxzqtzjj","managers":[{"stockCode":"db20245305","stockType":"fund_manager","exchange":"fm","tickerId":182416130400,"name":"饶晓鹏"}]},"announcement":{"linkText":"华安汇智精选两年持有期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=1048355","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecb987fea5b3eb04b88a4","date":"2023-09-29T16:00:00.000Z","stockId":3000000008371,"sao":"三季度市场震荡略跌，行业层面，煤炭、非银、石油石化、银行、地产等相对较强，传媒、计算机、电力设备及新能源、国防军工、机械等相对落后。组合增持了一些基本面和估值较好的公司、优化了部分行业内部持仓结构。华安汇智精选净值下跌。","declarationDate":"2023-10-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:31:04.006Z","fund":{"_id":3000000008371,"stockCode":"008371","areaCode":"cn","stockType":"fund","tickerId":8371,"fundSecondLevel":"hybrid","status":"normal","exchange":"jj","name":"华安汇智精选两年持有期混合型证券投资基金","shortName":"华安汇智精选两年持有混合(008371)","custody":"中国银行股份有限公司","fundType":"stock","ipoDate":"2019-11-27T16:00:00.000Z","setUpScale":1267180000,"__csrcFundId":6902,"fundStatus":"normal","lastUpdated":"2026-04-30T21:13:22.190Z","market":"a","masterFundFlag":1,"inceptionDate":"2019-12-17T16:00:00.000Z","followedNum":10,"fundCollectionId":4000050040000,"cu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业绩持续增长，估值压力相比去年这个时候有了极大释放，重新回到了有吸引力的区间。一些行业景气有波动但长期成长空间仍清晰，能力建设能给企业带来新的市场机遇和成长空间，一些新机遇的空间可能数倍于过去。一些企业可能仍受困于疫情经营效率无法发挥出来，但时间站在战胜疫情一边。一些已经具有全球竞争力的中国企业，相比自身过去成长了不少，但相比国际同行可能仍有相当大的空间。我们仍将客观评价各类投资机会，积极耐心寻找估值合理的优质公司、理解其成长逻辑、关注他们能力建设可能带来的成长，努力为持有人争取更好的收益。","fund":{"_id":3000000008371,"stockCode":"008371","areaCode":"cn","stockType":"fund","tickerId":8371,"fundSecondLevel":"hybrid","status":"normal","exchange":"jj","name":"华安汇智精选两年持有期混合型证券投资基金","shortName":"华安汇智精选两年持有混合(008371)","custody":"中国银行股份有限公司","fundType":"stock","ipoDate":"2019-11-27T16:00:00.000Z","setUpScale":1267180000,"__csrcFundId":6902,"fundStatus":"normal","lastUpdated":"2026-04-30T21:13:22.190Z","market":"a","masterFundFlag":1,"inceptionDate":"2019-12-17T16:00:00.000Z","followedNum":10,"fundCollectionId":4000050040000,"currency":"CNY","masterFundShortName":"华安汇智精选两年持有混合","setUpDate":"2019-12-17T16:00:00.000Z","pinyin":"hahzjxlncyqhhxzqtzjj","managers":[{"stockCode":"db20245305","stockType":"fund_manager","exchange":"fm","tickerId":182416130400,"name":"饶晓鹏"}]},"announcement":{"linkText":"华安汇智精选两年持有期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=712586","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecb977fea5b3eb04b889c","date":"2021-09-29T16:00:00.000Z","stockId":3000000008371,"sao":"2021年三季度上证指数下跌0.64%，创业板指数下跌6.69%。行业层面，煤炭、有色、钢铁、公用事业、化工、电新等涨幅靠前，医药、食品饮料、纺服、家电、传媒等相对落后。三季度市场整体震荡，但结构性机会较多。华安汇智精选三季度表现欠佳，净值下跌13.83%。","declarationDate":"2021-10-26T16:00:00.000Z","lastUpdated":"2026-03-09T13:31:03.984Z","fund":{"_id":3000000008371,"stockCode":"008371","areaCode":"cn","stockType":"fund","tickerId":8371,"fundSecondLevel":"hybrid","status":"normal","exchange":"jj","name":"华安汇智精选两年持有期混合型证券投资基金","shortName":"华安汇智精选两年持有混合(008371)","custody":"中国银行股份有限公司","fundType":"stock","ipoDate":"2019-11-27T16:00:00.000Z","setUpScale":1267180000,"__csrcFundId":6902,"fundStatus":"normal","lastUpdated":"2026-04-30T21:13:22.190Z","market":"a","masterFundFlag":1,"inceptionDate":"2019-12-17T16:00:00.000Z","followedNum":10,"fundCollectionId":4000050040000,"currency":"CNY","masterFundShortName":"华安汇智精选两年持有混合","setUpDate":"2019-12-17T16:00:00.000Z","pinyin":"hahzjxlncyqhhxzqtzjj","managers":[{"stockCode":"db20245305","stockType":"fund_manager","exchange":"fm","tickerId":182416130400,"name":"饶晓鹏"}]},"announcement":{"linkText":"华安汇智精选两年持有期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=655862","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecb977fea5b3eb04b889b","date":"2021-06-29T16:00:00.000Z","stockId":3000000008371,"sao":"2021年上半年上证指数上涨3.4%，创业板指数上涨17.22%。行业层面，化工、钢铁、电力设备、综合、煤炭、有色等涨幅靠前，非银金融、家电、军工、地产、农业等相对落后。上半年市场整体震荡，但结构性机会较多。华安汇智精选采取了相对保守的策略，2021年上半年华安汇智精选取得了2.56%的收益率。","declarationDate":"2021-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:31:03.982Z","mo":"2021年二季度，经济持续恢复，更多的行业逐步回到疫情前的正常状态。经济转型升级的动力进一步增强。展望未来，经济恢复和转型升级两个因素会持续存在。去年疫情得到控制后，以制造业为主的工业领域恢复较快，为中国经济的稳定奠定了良好基础。局部疫情对经济的影响和人们生活的影响仍在持续，一些线下服务业恢复相对缓慢。疫苗的注射或群体免疫保障这些行业进一步恢复。另一方面，随着经济的持续恢复，需求回升，主要经济体的工业产能利用率、库存逐步回到疫情前的水平，部分供给端的结构性因素又导致一些商品出现供需缺口。疫情以后，海外部分经济体采取了激进的货币政策，在经济复苏和供给端的共同作用下，宽松而暧昧的货币政策极易成为通胀的温床。中国经济仍处于长期的转型期，高质量发展逐步成为主要方向。尽管面对激烈的国际竞争我们仍有需要补足的短板，但在一些制造业我们看到一批具备全球竞争优势的企业。过去他们在中国市场已经证明过自己，正逐步走向全球。随着转型升级的深入，中国市场的巨大容量和深度的潜力正逐步显现。\t在此背景下，未来市场可能仍以结构性机会为主。在一季度震荡后市场风险快速回升。我们仍将把合理估值和公司质地放在重要的位置，放弃一些不符合我们收益风险要求的标的。短期看市场有很强的随机性，长期看，市场反映的是确定性。尽管选股难度较过去两年多有所加大，我们仍将客观评价各类投资机会，积极耐心寻找估值合理的优质公司、理解其成长逻辑、关注他们的能力建设，争取未来为持有人争取更好的收益。","fund":{"_id":3000000008371,"stockCode":"008371","areaCode":"cn","stockType":"fund","tickerId":8371,"fundSecondLevel":"hybrid","status":"normal","exchange":"jj","name":"华安汇智精选两年持有期混合型证券投资基金","shortName":"华安汇智精选两年持有混合(008371)","custody":"中国银行股份有限公司","fundType":"stock","ipoDate":"2019-11-27T16:00:00.000Z","setUpScale":1267180000,"__csrcFundId":6902,"fundStatus":"normal","lastUpdated":"2026-04-30T21:13:22.190Z","market":"a","masterFundFlag":1,"inceptionDate":"2019-12-17T16:00:00.000Z","followedNum":10,"fundCollectionId":4000050040000,"currency":"CNY","masterFundShortName":"华安汇智精选两年持有混合","setUpDate":"2019-12-17T16:00:00.000Z","pinyin":"hahzjxlncyqhhxzqtzjj","managers":[{"stockCode":"db20245305","stockType":"fund_manager","exchange":"fm","tickerId":182416130400,"name":"饶晓鹏"}]},"announcement":{"linkText":"华安汇智精选两年持有期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=630534","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecb977fea5b3eb04b889a","stockId":3000000008371,"sao":"2021年一季度上证指数下跌0.9%，创业板指数下跌7.0%。行业层面，钢铁、银行、公用事业、建筑、建材等涨幅靠前，军工、非银、通信、汽车、电子等相对落后。一季度市场整体有一定的波动，但依然呈现结构性机会。华安汇智精选采取稳健策略，进一步降低了估值过高品种的持仓比例。","date":"2021-03-30T16:00:00.000Z","declarationDate":"2021-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:31:03.979Z","fund":{"_id":3000000008371,"stockCode":"008371","areaCode":"cn","stockType":"fund","tickerId":8371,"fundSecondLevel":"hybrid","status":"normal","exchange":"jj","name":"华安汇智精选两年持有期混合型证券投资基金","shortName":"华安汇智精选两年持有混合(008371)"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更应看新旧动能转换、产业结构的优化。另一方面，中美摩擦从经贸领域逐步延伸到政治、外交领域，下半年的外部风险值得关注。\t从二级市场看，在上述宏观背景下，未来可能面临盈利增速上行和风险偏好回归理性的状态。市场整体估值水平仍在较为合理状态，但各个行业估值差异非常大。在主要经济体中，中国是罕有仍能实现正增长的国家。随着经济的恢复，下半年仍有结构性机会。上半年二级市场表现较好的细分行业集中在医药、食品饮料、科技、农业等受疫情影响较小的行业，随着经济复苏，一些和经济关联度比较高的行业的景气度在二季度开始明显回升。我们将结合估值水平，优选其中质地优秀的公司。\t长期看，中国经济处于向高质量发展的转型阶段，传统行业优胜劣汰和新兴行业较快发展这两个特征将长期存在。在标的的选择上，将更看重公司的质地尤其是可持续的盈利能力、业务壁垒和竞争优势。我们将结合行业轮动，筛选估值、增速更优的行业，把握转型升级的过程中的结构性变化的机会。","fund":{"_id":3000000008371,"stockCode":"008371","areaCode":"cn","stockType":"fund","tickerId":8371,"fundSecondLevel":"hybrid","status":"normal","exchange":"jj","name":"华安汇智精选两年持有期混合型证券投资基金","shortName":"华安汇智精选两年持有混合(008371)","custody":"中国银行股份有限公司","fundType":"stock","ipoDate":"2019-11-27T16:00:00.000Z","setUpScale":1267180000,"__csrcFundId":6902,"fundStatus":"normal","lastUpdated":"2026-04-30T21:13:22.190Z","market":"a","masterFundFlag":1,"inceptionDate":"2019-12-17T16:00:00.000Z","followedNum":10,"fundCollectionId":4000050040000,"currency":"CNY","masterFundShortName":"华安汇智精选两年持有混合","setUpDate":"2019-12-17T16:00:00.000Z","pinyin":"hahzjxlncyqhhxzqtzjj","managers":[{"stockCode":"db20245305","stockType":"fund_manager","exchange":"fm","tickerId":182416130400,"name":"饶晓鹏"}]},"announcement":{"linkText":"华安汇智精选两年持有期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=453420","linkType":"PDF","source":"csrc_pdf"}}]}