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M1余额同比下降1.4%，降幅较上月收窄2.3个百分点，流动性环境边际改善；M2余额同比增长7.3%，增速较前值小幅回升0.2个百分点，金融体系对实体经济的支持力度持续增强。回顾2024年，海外经济体加息周期临近尾声，国内经济呈现波浪式修复特征，消费温和复苏但出口仍存压力，经济内生动能整体偏弱。在此背景下，货币政策维持稳健宽松基调，财政政策通过专项债扩容、特殊再融资债发行等工具加力提效，推动社融增速企稳回升。本基金秉承“低波动、严控回撤”的投资理念，报告期内主要配置高等级信用债、利率债及政策性金融债等优质资产，并通过灵活的久期管理和杠杆操作优化组合收益风险比。组合久期维持在中短水平，有效规避了利率波动风险，同时通过精选个券，全年实现净值稳步增长，力争为投资者提供可持续的收益回报。","declarationDate":"2025-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:33:13.641Z","mo":"展望2025年，预计我国经济将延续“稳增长、调结构”的主线。财政政策方面，预计赤字率将进一步提升，特别国债与新增专项债规模有望扩大，政府债券仍将成为社融增长的核心支撑。货币政策将兼顾“稳增长”与“防风险”，通过MLF、结构性工具等灵活调节流动性，资金利率中枢或维持平稳，但需关注银行资金获取成本边际抬升及流动性分层现象对债市的潜在扰动。债券市场方面，当前收益率处于历史低位，但经济名义增长率下行背景下，利率债仍具备配置价值；信用债需警惕资质分化，重点关注高等级品种的补涨机会。本基金将继续以利率债及高评级信用债为核心持仓，动态调整久期与杠杆水平，严控信用风险敞口，同时把握政金债、超长债等品种的交易性机会。对实体经济的观察显示，企业盈利预期改善仍需时间，居民消费与地产销售回暖的持续性待验证。在此环境下，债券市场或呈现窄幅震荡格局，需紧密跟踪财政发力节奏、货币政策边际变化及海外流动性转向的影响，灵活应对市场波动，力争为持有人创造长期稳健收益。","fund":{"_id":3000000008882,"__csrcFundId":7603,"stockCode":"008882","shortName":"国联安增祺债券(008882)","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":8882,"masterFundFlag":1,"lastUpdated":"2026-04-30T21:30:26.153Z","status":"normal","inceptionDate":"2020-05-27T16:00:00.000Z","name":"国联安增祺纯债债券型证券投资基金","exchange":"jj","followedNum":1,"fundCollectionId":4000050240000,"currency":"CNY","masterFundShortName":"国联安增祺债券","setUpDate":"2020-05-27T16:00:00.000Z","setUpAssetScale":199999066.09,"setUpShares":199999066.09,"pinyin":"glazqczzqxzqtzjj","managers":[{"stockCode":"8801370755","stockType":"fund_manager","exchange":"fm","tickerId":2412120700,"name":"薛琳"}]},"announcement":{"linkText":"国联安增祺纯债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=1253986","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecc197fea5b3eb04c1da6","date":"2024-09-29T16:00:00.000Z","stockId":3000000008882,"sao":"2024年9月，制造业采购经理指数为49.8%，环比上升0.7个百分点；非制造业商务活动指数为50.0%，环比下降0.3个百分点；综合PMI产出指数为50.4%，环比上升0.3个百分点。制造业的需求仍待改善，价格指数止跌回稳。9月制造业PMI虽连续5个月处于收缩区间，但表现明显强于季节性。9月下旬，在政策组合拳的鼓舞下，市场风险偏好大幅提振，A股大涨，债市行情短期承压，交易盘开始避险式减持债券，各期限债市收益率均一度遭遇较大幅度上行。但在基本面与货币政策方向未改变的背景下，债券利率下行趋势不会出现系统性扭转，如有超调仍为加仓机会。本基金固定收益部分在三季度采取稳健的投资风格，主要投资标的为高等级中票以及利率债等优质资产，适当拉长了各组合久期，力争为投资人创造理想的投资回报。","declarationDate":"2024-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:33:13.638Z","fund":{"_id":3000000008882,"__csrcFundId":7603,"stockCode":"008882","shortName":"国联安增祺债券(008882)","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":8882,"masterFundFlag":1,"lastUpdated":"2026-04-30T21:30:26.153Z","status":"normal","inceptionDate":"2020-05-27T16:00:00.000Z","name":"国联安增祺纯债债券型证券投资基金","exchange":"jj","followedNum":1,"fundCollectionId":4000050240000,"currency":"CNY","masterFundShortName":"国联安增祺债券","setUpDate":"2020-05-27T16:00:00.000Z","setUpAssetScale":199999066.09,"setUpShares":199999066.09,"pinyin":"glazqczzqxzqtzjj","managers":[{"stockCode":"8801370755","stockType":"fund_manager","exchange":"fm","tickerId":2412120700,"name":"薛琳"}]},"announcement":{"linkText":"国联安增祺纯债债券型证券投资基金2024年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1177285","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecc197fea5b3eb04c1da5","date":"2024-06-29T16:00:00.000Z","stockId":3000000008882,"sao":"2024年上半年，全国一般公共预算收入115913亿元，同比下降2.8%，扣除去年同期中小微企业缓税入库抬高基数，及去年年中出台的减税政策翘尾减收等特殊因素影响后，可比增长1.5%左右。上半年广义财政收入预算完成进度为46%，仅略高于2022年同期，政府性基金收入预算完成度28%、为近年最低水平；广义财政支出预算完成进度为42%，为近年最低。政府性基金支出进度拖累明显，上半年预算完成度约30%。本基金在上半年采取追求稳健的投资风格。主要投资标的为高等级中票以及利率债等优质资产，维持组合久期在中段期限，努力为投资人创造较为理想的投资回报。","declarationDate":"2024-07-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:33:13.635Z","mo":"展望下半年，地方新增专项债有 2.4 万亿元额度待发行，叠加万亿特别国债，或将支撑后续广义财政支出发力。而房企拿地意愿偏弱，多地依据库存控制供地节奏，或使土地出让收入短期较难改善。中短期内经济修复或延续出口-制造业拉动的模式，叠加财政加码发力，基建投资或继续改善。但在居民收入及就业预期提振乏力下，内需消费可能仍有一定的增长压力，包括地方销售端能否持续改善仍待观察，整体而言经济修复仍面临一定挑战。短期内如果风险偏好没有根本性逆转，债市需求强于供给的格局或仍会延续。不过在期限上，降息推动叠加央行对长债利率指引仍在，短期仍关注中短期限为主，收益率曲线或延续趋陡。","fund":{"_id":3000000008882,"__csrcFundId":7603,"stockCode":"008882","shortName":"国联安增祺债券(008882)","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":8882,"masterFundFlag":1,"lastUpdated":"2026-04-30T21:30:26.153Z","status":"normal","inceptionDate":"2020-05-27T16:00:00.000Z","name":"国联安增祺纯债债券型证券投资基金","exchange":"jj","followedNum":1,"fundCollectionId":4000050240000,"currency":"CNY","masterFundShortName":"国联安增祺债券","setUpDate":"2020-05-27T16:00:00.000Z","setUpAssetScale":199999066.09,"setUpShares":199999066.09,"pinyin":"glazqczzqxzqtzjj","managers":[{"stockCode":"8801370755","stockType":"fund_manager","exchange":"fm","tickerId":2412120700,"name":"薛琳"}]},"announcement":{"linkText":"国联安增祺纯债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=1145775","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecc197fea5b3eb04c1da4","date":"2024-03-30T16:00:00.000Z","stockId":3000000008882,"sao":"中国3月官方制造业 PMI 为 50.8，高于临界点，制造业景气回升，前值 49.1；综合 PMI 产出指数为 52.7，高于临界点，表明我国企业生产经营活动扩张加快。从企业规模看，大、中、小型企业 PMI 分别为 51.1%、50.6%和 50.3%，比上月上升 0.7、1.5 和 3.9个百分点，均高于临界点。从分类指数看，在构成制造业 PMI 的 5 个分类指数中，生产指数、新订单指数和供应商配送时间指数高于临界点，原材料库存指数和从业人员指数低于临界点。生产指数为 52.2%，比上月上升2.4 个百分点，表明制造业企业生产活动加快。新订单指数为 53.0%，比上月上升 4.0 个百分点，表明制造业市场需求景气水平回升。原材料库存指数为 48.1%，比上月上升 0.7 个百分点，表明制造业主要原材料库存量降幅收窄。从业人员指数为 48.1%，比上月上升 0.6 个百分点，表明制造业企业用工景气度有所改善。供应商配送时间指数为 50.6%，比上月上升 1.8 个百分点，表明制造业原材料供应商交货时间有所加快。 官方制造业 PMI 超季节性反弹，短期对估值偏高的债市形成压力。当前宏观图景和政策环境下，中长期视角看，债市利率下行趋势未改。但阶段性看，基本面数据有边际改善迹象、汇率波动至“临界点位”、央行“防空转”诉求、政府债放量在即等多因素共振下，二季度债市波动率或有所提升。本基金在一季度采取稳健的投资风格。主要投资标的为高等级中票以及利率债等优质资产，维持组合久期中短期限，努力为投资人创造较为理想的投资回报。","declarationDate":"2024-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:33:13.633Z","fund":{"_id":3000000008882,"__csrcFundId":7603,"stockCode":"008882","shortName":"国联安增祺债券(008882)","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":8882,"masterFundFlag":1,"lastUpdated":"2026-04-30T21:30:26.153Z","status":"normal","inceptionDate":"2020-05-27T16:00:00.000Z","name":"国联安增祺纯债债券型证券投资基金","exchange":"jj","followedNum":1,"fundCollectionId":4000050240000,"currency":"CNY","masterFundShortName":"国联安增祺债券","setUpDate":"2020-05-27T16:00:00.000Z","setUpAssetScale":199999066.09,"setUpShares":199999066.09,"pinyin":"glazqczzqxzqtzjj","managers":[{"stockCode":"8801370755","stockType":"fund_manager","exchange":"fm","tickerId":2412120700,"name":"薛琳"}]},"announcement":{"linkText":"国联安增祺纯债债券型证券投资基金2024年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1072077","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecc197fea5b3eb04c1da3","date":"2023-12-30T16:00:00.000Z","stockId":3000000008882,"sao":"2023年12月，社融增速较11月上行0.1个百分点至9.5%，连续第五个月走高；狭义货币（M1）暂时止住2023年5月以来的回落趋势，持平于1.3%；广义货币（M2）则继续下行0.3个百分点至9.7%。回顾2023年，外需回落，国内经济逐步复苏，宏观政策偏积极但货币与财政合力不足，地产政策不断调整优化然而效果有限，三季度价格出现筑底信号。但中长期潜在增速下滑和外部环境担忧下，居民预期改善有限，经济内生驱动较弱，复苏持续性不足，四季度经济动能再度转弱。本基金秉持稳健的投资风格，主要投资标的为高等级中票以及利率债等优质资产，维持组合久期较短期限，力争为投资人创造较为理想的投资回报。","declarationDate":"2024-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:33:13.630Z","mo":"展望未来，预计2024年或实施适度加力的财政政策。除财政自身收入外，或安排一定规模的赤字，并从预算稳定调节基金、其他政府预算调入一部分资金，确保财政总的支出规模有所增加，更好地发挥拉动国内需求、促进经济循环的作用，形成对经济社会发展的必要支撑。货币政策方面，央行对资金供给结构与使用效率尤为关注，目的或在于实现平衡资金面稳定与避免资金脱实向虚的目标。预计中期借贷便利（MLF）以及各类结构性工具替代降准、公开市场操作（OMO）作为货币供给主要方式或引起银行资金获取边际成本的抬升，资金利率中枢难以大幅下行，流动性分层现象持续。","fund":{"_id":3000000008882,"__csrcFundId":7603,"stockCode":"008882","shortName":"国联安增祺债券(008882)","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":8882,"masterFundFlag":1,"lastUpdated":"2026-04-30T21:30:26.153Z","status":"normal","inceptionDate":"2020-05-27T16:00:00.000Z","name":"国联安增祺纯债债券型证券投资基金","exchange":"jj","followedNum":1,"fundCollectionId":4000050240000,"currency":"CNY","masterFundShortName":"国联安增祺债券","setUpDate":"2020-05-27T16:00:00.000Z","setUpAssetScale":199999066.09,"setUpShares":199999066.09,"pinyin":"glazqczzqxzqtzjj","managers":[{"stockCode":"8801370755","stockType":"fund_manager","exchange":"fm","tickerId":2412120700,"name":"薛琳"}]},"announcement":{"linkText":"国联安增祺纯债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=1054139","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecc197fea5b3eb04c1da2","date":"2023-09-29T16:00:00.000Z","stockId":3000000008882,"sao":"2023年国家统计局公布最新中国采购经理指数：9月制造业PMI环比上升0.5个百分点至50.2%，连续第4个月反弹，并时隔半年重回扩张区间。其中生产分项环比上升0.8个百分点至52.7%，环比改善幅度高于同期0.3个百分点。9月工业增加值同比增长4.3%，对应四年复合增速为5.1%，较8月的4.9%改善。从分项指数来看，供给的改善是拉动9月PMI综合指数回升的主要原因，而需求端外需明显好于内需。四季度化债、地产和资本市场政策预计继续发力，机构行为扰动增多。预计四季度资金面将回归中性水平，市场利率有望回到政策利率附近。本基金在三季度采取追求稳健的投资风格。主要投资标的为高等级中票以及利率债等优质资产，维持组合久期较短期限，努力为投资人创造较为理想的投资回报。","declarationDate":"2023-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:33:13.628Z","fund":{"_id":3000000008882,"__csrcFundId":7603,"stockCode":"008882","shortName":"国联安增祺债券(008882)","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":8882,"masterFundFlag":1,"lastUpdated":"2026-04-30T21:30:26.153Z","status":"normal","inceptionDate":"2020-05-27T16:00:00.000Z","name":"国联安增祺纯债债券型证券投资基金","exchange":"jj","followedNum":1,"fundCollectionId":4000050240000,"currency":"CNY","masterFundShortName":"国联安增祺债券","setUpDate":"2020-05-27T16:00:00.000Z","setUpAssetScale":199999066.09,"setUpShares":199999066.09,"pinyin":"glazqczzqxzqtzjj","managers":[{"stockCode":"8801370755","stockType":"fund_manager","exchange":"fm","tickerId":2412120700,"name":"薛琳"}]},"announcement":{"linkText":"国联安增祺纯债债券型证券投资基金2023年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=990117","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecc197fea5b3eb04c1da1","date":"2023-06-29T16:00:00.000Z","stockId":3000000008882,"sao":"2023年上半年，全国一般公共预算收入119203亿元，同比增长13.3%；全国一般公共预算支出133893亿元，同比增长3.9%；全国政府性基金预算收入23506亿元，同比下降16%；全国政府性基金预算支出43222亿元，同比下降21.2%。低基数促进一般公共预算收入回升，卖地收入继续低迷扰动基建，专项债加速发行难以完全满足资金缺口，后续关注政策性金融工具等准财政工具发力。经济动能高点已过，需求侧仍处弱修。下半年财政领域的关注点在于基建、地产、债务，三个领域是否有增量政策破局比较关键。本基金在上半年采取稳健的投资风格，主要投资标的为高等级中票以及利率债等优质资产，维持组合久期在较短期限，努力为投资人创造理想的投资回报。","declarationDate":"2023-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:33:13.625Z","mo":"展望下半年，年初政府工作报告设定的全年GDP增速目标为5%左右，可以推算出下半年GDP同比增速至少要达到4.6%，全年经济目标的实现难度并不算大。从近期释放的政策信号看，由于基本面复苏存在压力，随着7月政治局会议临近，逆周期政策力度边际有所强化，短期债市需要关注政策预期变化带来的扰动，关注点包括房地产政策调整、政府债发行节奏、新一轮政策性金融工具、消费刺激等。近期基本面进一步走弱，流动性持续宽松，而政策不确定性有望在本月下旬落地，从经验来看，这将带来利率新的下行可能。","fund":{"_id":3000000008882,"__csrcFundId":7603,"stockCode":"008882"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能耗双控举措，多地因煤炭短缺而执行限电管控等因素的影响。此外，由于中央对房地产市场采取空前的紧缩措施，房地产相关指标或将继续走弱。四季度狭义流动性或将出现边际宽松，资金中枢或有抬升，货币政策有望再次通过降准提供流动性支持。广义流动性的收缩仍将持续，表外信贷继续向表内信贷回归。预期货币政策维持中性，依然保持灵活稳健，引导实际贷款利率下行。本基金在三季度采取稳健的投资风格。固定收益部分：主要投资标的为高等级中票以及利率债等优质资产，维持组合久期在3年内的较短期限，为投资人创造了较为理想的投资回报。","declarationDate":"2021-10-26T16:00:00.000Z","lastUpdated":"2026-03-09T13:33:13.605Z","fund":{"_id":3000000008882,"__csrcFundId":7603,"stockCode":"008882","shortName":"国联安增祺债券(008882)","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":8882,"masterFundFlag":1,"lastUpdated":"2026-04-30T21:30:26.153Z","status":"normal","inceptionDate":"2020-05-27T16:00:00.000Z","name":"国联安增祺纯债债券型证券投资基金","exchange":"jj","followedNum":1,"fundCollectionId":4000050240000,"currency":"CNY","masterFundShortName":"国联安增祺债券","setUpDate":"2020-05-27T16:00:00.000Z","setUpAssetScale":199999066.09,"setUpShares":199999066.09,"pinyin":"glazqczzqxzqtzjj","managers":[{"stockCode":"8801370755","stockType":"fund_manager","exchange":"fm","tickerId":2412120700,"name":"薛琳"}]},"announcement":{"linkText":"国联安增祺纯债债券型证券投资基金2021年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=653950","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecc197fea5b3eb04c1d99","date":"2021-06-29T16:00:00.000Z","stockId":3000000008882,"sao":"2021年上半年受去年基期因素影响，财政收入增速较快，收入进度达到全年预算的59.25%。上半年全国一般公共预算收入117116亿元，同比增长21.8%，两年复合增速4.21%，与对应的全年财政预算目标增速相比，上半年已超额达标。同样受上年基数影响，二季度GDP同比增速下滑，增长水平略低于市场预期。在当季出口超预期增长背景下，内需中的消费和投资增长动能相对较缓，是拖累经济增长不及预期的主要原因。不过，二季度经济修复进程继续推进，两年复合GDP增速升至5.5%，继续向潜在经济增长水平靠拢，且当季GDP环比加快。从经济增长动力上看，出口高增仍是支撑二季度经济增长的主导力量。本基金在上半年采取稳健的投资风格，主要投资标的为高等级中票以及利率债等优质资产，维持组合久期在3年内的较短期限，为投资人创造较为理想的投资回报。","declarationDate":"2021-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:33:13.603Z","mo":"展望未来，下半年财政收入增速预计会受基期数据拉高而放缓，但受全年经济基本面向好影响，判断增速仍将保持相对高位。受基数波动影响，三季度经济增速将回落到6.2%左右，以两年平均增速衡量的经济修复将继续推进。其中，经济增长动能将进一步向消费切换，投资增长动力也有望温和增强。央行7月全面降准客观上会对下半年的稳增长起到重要支撑作用，下半年稳增长压力不大。","fund":{"_id":3000000008882,"__csrcFundId":7603,"stockCode":"008882","shortName":"国联安增祺债券(008882)","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":8882,"masterFundFlag":1,"lastUpdated":"2026-04-30T21:30:26.153Z","status":"normal","inceptionDate":"2020-05-27T16:00:00.000Z","name":"国联安增祺纯债债券型证券投资基金","exchange":"jj","followedNum":1,"fundCollectionId":4000050240000,"currency":"CNY","masterFundShortName":"国联安增祺债券","setUpDate":"2020-05-27T16:00:00.000Z","setUpAssetScale":199999066.09,"setUpShares":199999066.09,"pinyin":"glazqczzqxzqtzjj","managers":[{"stockCode":"8801370755","stockType":"fund_manager","exchange":"fm","tickerId":2412120700,"name":"薛琳"}]},"announcement":{"linkText":"国联安增祺纯债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=633225","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecc197fea5b3eb04c1d98","stockId":3000000008882,"sao":"2021年3月份中国制造业PMI为51.9%，比2月上升1.3个百分点；非制造业商务活动指数为56.3%，比2月上升4.9个百分点；综合PMI产出指数为55.3%，比2月上升3.7个百分点。PMI指标显示工业需求和生产依旧向好。企业对于经营和出口订单的乐观预期也会在很大程度上支撑制造业投资。目前来看，制造业的风险点可能在于进口原材料和终端消费品价格的矛盾，以及下半年出口的不确定性。3月制造业和非制造业PMI均在低基数效应下显著回升，反映制造业和非制造业继续扩张，扩张速度有所加快。央行3月以来公开市场操作稳健，持续维持百亿元操作规模，央行操作表明短期稳健中性态度坚决，预计未来货币政策中性取向为主。4月随着地方债进入密集发行期，仍要密切关注央行流动性调控态度变化。本基金在一季度采取稳健的投资风格，主要投资标的为利率债等优质资产，维持组合久期在3年内的较短期限，同时关注了可转债的投资机会，努力为投资人创造较为理想的投资回报。","date":"2021-03-30T16:00:00.000Z","declarationDate":"2021-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:33:13.600Z","fund":{"_id":3000000008882,"__csrcFundId":7603,"stockCode":"008882","shortName":"国联安增祺债券(008882)","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":8882,"masterFundFlag":1,"lastUpdated":"2026-04-30T21:30:26.153Z","status":"normal","inceptionDate":"2020-05-27T16:00:00.000Z","name":"国联安增祺纯债债券型证券投资基金","exchange":"jj","followedNum":1,"fundCollectionId":4000050240000,"currency":"CNY","masterFundShortName":"国联安增祺债券","setUpDate":"2020-05-27T16:00:00.000Z","setUpAssetScale":199999066.09,"setUpShares":199999066.09,"pinyin":"glazqczzqxzqtzjj","managers":[{"stockCode":"8801370755","stockType":"fund_manager","exchange":"fm","tickerId":2412120700,"name":"薛琳"}]},"announcement":{"linkText":"国联安增祺纯债债券型证券投资基金2021年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=572503","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecc197fea5b3eb04c1d97","stockId":3000000008882,"sao":"2020年受疫情冲击，央行投放大量流动性，维护了经济稳定。国内生产迅速恢复，同时叠加替代因素，进出口数据增长较快，甚至超越疫情前的水平。年初由于实体经济还未全部恢复，全面复工复产暂未到位，因此流动性多停留在金融系统，资金的极度充裕造成债市大涨，信用债跟随利率债走牛，信用利差震荡收窄。年中积极财政政策持续发力，国债密集大量发行，在流动性一致悲观预期下，债市承压走弱。年底受永煤等信用风险事件冲击，信用利差持续走阔，利率债在央行持续呵护流动性下走出交易性行情。","date":"2020-12-30T16:00:00.000Z","declarationDate":"2021-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:33:13.598Z","mo":"虽然2020年下半年以来监管政策进入常态化，政策基调整体偏严。但宏观政策明确了不转急弯，展望未来，财政政策以及货币政策应该不会有太过激烈的变化。2020年末，央行多次投放资金，资金利率较低，债市受流动性较为宽松的影响整体表现较好，将来仍有望迎来新一轮趋势性机会。但信用风险将成为债券市场的核心矛盾，不宜过度下沉信用资质。本基金维持低风险固定收益类资产作为基础配置，主要投资标的为利率债等优质债券资产，维持久期在较短期限。接下来，本基金将继续注重固定收益部分的流动性管理和信用风险管理，争取为基金持有人创造符合其投资预期目标值的合理投资回报。","fu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9月资金利率波动枢涨跌互现，市场对未来资金面预期开始有所好转。本基金在三季度采取稳健的投资风格。固定收益部分主要投资标的为优质债券资产，维持久期在较短期限，同时关注了可转债的投资机会，并进行了逆回购等资金操作，争取为投资人创造较为理想的投资回报。","date":"2020-09-29T16:00:00.000Z","declarationDate":"2020-10-27T16:00:00.000Z","lastUpdated":"2026-03-09T13:33:13.595Z","fund":{"_id":3000000008882,"__csrcFundId":7603,"stockCode":"008882","shortName":"国联安增祺债券(008882)","fundSecondLevel":"bond","stockType":"fund","areaCode":"cn","market":"a","tickerId":8882,"masterFundFlag":1,"lastUpdated":"2026-04-30T21:30:26.153Z","status":"normal","inceptionDate":"2020-05-27T16:00:00.000Z","name":"国联安增祺纯债债券型证券投资基金","exchange":"jj","followedNum":1,"fundCollectionId":4000050240000,"currency":"CNY","masterFundShortName":"国联安增祺债券","setUpDate":"2020-05-27T16:00:00.000Z","setUpAssetScale":199999066.09,"setUpShares":199999066.09,"pinyin":"glazqczzqxzqtzjj","managers":[{"stockCode":"8801370755","stockType":"fund_manager","exchange":"fm","tickerId":2412120700,"name":"薛琳"}]},"announcement":{"linkText":"国联安增祺纯债债券型证券投资基金2020年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=489443","linkType":"PDF","source":"csrc_pdf"}}]}