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，整体经济受到疫情及地产周期的影响，依然处于较为低迷的状态。但随着宏观政策逐渐发力，疫情逐渐趋缓，以及海外影响边际趋弱，2季度走出了1季度中后期的悲观局面，市场整体呈现出下跌后大幅反弹的走势。在反弹中，市场重心重新回归成长方向，尤其是基本面短期受益于高传统能源价格，长期受益于政策的新能源方向，得到了市场的一致认同。本基金一季度末二季度初，适当减持了部分价值，加仓了部分成长，但仍保持以价值为主的配置，包括有色、煤炭、交运、计算机、电新等。","declarationDate":"2022-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:31:30.827Z","mo":"展望未来，随着宏观政策逐步落实，形成实物工作量，市场逐渐在微观观察到经济复苏的动能，整体市场走势相较于上半年应该能更为均衡，上半年落后的消费、科技以及顺周期方向有希望得到较好的回报。","fund":{"_id":3000000008488,"areaCode":"cn","stockType":"fund","stockCode":"008488","tickerId":8488,"fundSecondLevel":"hybrid","status":"normal","exchange":"jj","lastUpdated":"2026-04-30T21:16:17.275Z","name":"华商恒益稳健混合型证券投资基金","custody":"中国工商银行股份有限公司","fundType":null,"ipoDate":"2020-02-04T16:00:00.000Z","setUpScale":null,"shortName":"华商恒益稳健混合(008488)","__csrcFundId":7121,"fundStatus":"normal","market":"a","masterFundFlag":1,"inceptionDate":"2020-02-19T16:00:00.000Z","followedNum":29,"fundCollectionId":4000050510000,"currency":"CNY","masterFundShortName":"华商恒益稳健混合","setUpDate":"2020-02-19T16:00:00.000Z","setUpAssetScale":2308364693.03,"setUpShares":2308364693.03,"memoNum":3,"pinyin":"hshywjhhxzqtzjj","managers":[{"stockCode":"db20828034","stockType":"fund_manager","exchange":"fm","tickerId":2624215500,"name":"张晓"}]},"announcement":{"linkText":"华商恒益稳健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=788044","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecbb27fea5b3eb04ba686","date":"2022-03-30T16:00:00.000Z","stockId":3000000008488,"sao":"2022年一季度，市场受国内经济下行压力加大、局部地区疫情反复、海外加息、俄乌战争等不利因素影响大幅调整。结构上看，受益于稳增长的煤炭、地产等周期板块涨幅靠前，新能源、半导体、国防军工等成长板块表现较弱。本基金延续前期布局思路，主要仓位分布在有色、采掘、交运、银行等顺周期方向，科技成长方向布局了计算机。","declarationDate":"2022-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:31:30.824Z","fund":{"_id":3000000008488,"areaCode":"cn","stockType":"fund","stockCode":"008488","tickerId":8488,"fundSecondLevel":"hybrid","status":"normal","exchange":"jj","lastUpdated":"2026-04-30T21:16:17.275Z","name":"华商恒益稳健混合型证券投资基金","custody":"中国工商银行股份有限公司","fundType":null,"ipoDate":"2020-02-04T16:00:00.000Z","setUpScale":null,"shortName":"华商恒益稳健混合(008488)","__csrcFundId":7121,"fundStatus":"normal","market":"a","masterFundFlag":1,"inceptionDate":"2020-02-19T16:00:00.000Z","followedNum":29,"fundCollectionId":4000050510000,"currency":"CNY","masterFundShortName":"华商恒益稳健混合","setUpDate":"2020-02-19T16:00:00.000Z","setUpAssetScale":2308364693.03,"setUpShares":2308364693.03,"memoNum":3,"pinyin":"hshywjhhxzqtzjj","managers":[{"stockCode":"db20828034","stockType":"fund_manager","exchange":"fm","tickerId":2624215500,"name":"张晓"}]},"announcement":{"linkText":"华商恒益稳健混合型证券投资基金2022年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=728799","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecbb27fea5b3eb04ba685","date":"2021-12-30T16:00:00.000Z","stockId":3000000008488,"sao":"2021年，整体宏观经济走势呈现前高后低的局面，货币与财政政策保持较好的定力，新冠疫情多次反复。市场呈现明显的结构性特征，上半年一度顺周期表现良好，年中随着经济显著见顶回落，地产风险开始显现，成长方向开始有较好的表现，全年来看，新能源、半导体和军工板块表现较好。另外受益于双碳政策的上游板块也有一定涨幅。","declarationDate":"2022-01-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:31:30.821Z","mo":"展望2022年，国内货币与财政政策环境对增长较为有利，但力度和持续性仍不明朗，地产的尾部风险仍存，经济很可能呈现逐步企稳的节奏。国际环境也呈现较大的不确定性，海外疫情、货币与增长环境并不明朗，尤其货币环境的紧缩预期较为明显。总体来看，2022年市场面临较大的挑战，稳增长方向面临力度和持续性的疑问，成长方向由于估值较高，面临货币环境变化的考验。本基金仍将保持较高的周期及价值方向持仓，包括石油、航空、有色、煤炭、银行等，为了兼顾组合稳定，成长方向也还有一定配置，主要是计算机、绿电运营等。","fund":{"_id":3000000008488,"areaCode":"cn","stockType":"fund","stockCode":"008488","tickerId":8488,"fundSecondLevel":"hybrid","status":"normal","exchange":"jj","lastUpdated":"2026-04-30T21:16:17.275Z","name":"华商恒益稳健混合型证券投资基金","custody":"中国工商银行股份有限公司","fundType":null,"ipoDate":"2020-02-04T16:00:00.000Z","setUpScale":null,"shortName":"华商恒益稳健混合(008488)","__csrcFundId":7121,"fundStatus":"normal","market":"a","masterFundFlag":1,"inceptionDate":"2020-02-19T16:00:00.000Z","followedNum":29,"fundCollectionId":4000050510000,"currency":"CNY","masterFundShortName":"华商恒益稳健混合","setUpDate":"2020-02-19T16:00:00.000Z","setUpAssetScale":2308364693.03,"setUpShares":2308364693.03,"memoNum":3,"pinyin":"hshywjhhxzqtzjj","managers":[{"stockCode":"db20828034","stockType":"fund_manager","exchange":"fm","tickerId":2624215500,"name":"张晓"}]},"announcement":{"linkText":"华商恒益稳健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=715458","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecbb27fea5b3eb04ba684","date":"2021-09-29T16:00:00.000Z","stockId":3000000008488,"sao":"2021 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