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较大的压力。这些都对基金重点投资的科技领域形成了较大的挑战。另一方面，我们回顾历史科技行业一直在创新的推动下投资机会频出，但近两年的全球科技行业陷入了短暂的创新真空期，这从行业的中观层面同时加大了行业的投资难度。但从科技发展的历史规律来看，我们看到在人工智能、通信革新、终端创新等推动下，或许新一轮的科技创新革命期正在孕育过程中。　　2022年是近年来面临变量最多，挑战最大的一年，管理人希望通过挖掘个股阿尔法的方式来规避风险，但从结果来看并不尽如人意，管理的基金收益也受到了挑战。但我们始终认为宏观因素的影响是短期的，很难改变一个行业或者公司在成长过程中的趋势。同时目前环境下我们认为美国加息、人民币贬值、俄乌冲突等带来的风险偏好的短期影响已经开始减弱，相当一批优质公司在经历去年的大幅度下跌后正越来越具备可观的投资空间。新一轮的投资机会正在诞生。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:33:48.254Z","mo":"展望未来，我们看到国内经济复苏迹象明显，在科技方面，已经看到了以人工智能创新为代表的数字经济可能会迎来新一轮变革。接下来我们看好信创产业、数字经济人工智能、汽车智能化、储能以及新能源创新相关的高景气度方向。我们将继续把握产业趋势，在产业趋势的推动下持续挖掘个股以及新的投资机会。","fund":{"_id":3000000009008,"__csrcFundId":7237,"stockCode":"009008","name":"平安科技创新混合型证券投资基金","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":9008,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-04-30T21:34:14.118Z","status":"normal","exchange":"jj","shortName":"平安科技创新混合(009008)","inceptionDate":"2020-03-05T16:00:00.000Z","followedNum":6,"fundCollectionId":4000050640000,"currency":"CNY","masterFundShortName":"平安科技创新混合","setUpDate":"2020-03-05T16:00:00.000Z","setUpAssetScale":791661469.17,"setUpShares":791661469.17,"pinyin":"pakjcxhhxzqtzjj","managers":[{"stockCode":"db20782832","stockType":"fund_manager","exchange":"fm","tickerId":419200990,"name":"翟森"}]},"announcement":{"linkText":"平安科技创新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=871888","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecc3c7fea5b3eb04c4399","date":"2022-09-29T16:00:00.000Z","stockId":3000000009008,"sao":"回顾三季度，市场在美国持续加息以及全球重大事件的不确定性面前出现了较大幅度的回调。市场动荡程度的加剧反映了对于不确定性的悲观预期。基金重点配置的方向依然在科技成长领域，短期看加息以及风险偏好的下降对成长板块形成了一定的压制。尽管今年年内宏观上的重大变化对投资形成了比较大的干扰，但我们依然相信科技行业的成长性，创新带来价值创造可以战胜宏观带来的价格波动。  目前环境下我们认为美国加息、人民币贬值、俄乌战争等带来的风险偏好的短期影响已经开始减弱，相当一批优质公司在经历三季度的大幅度下跌后正越来越具备可观的投资空间。新一轮的投资机会正在诞生。  展望未来，这个位置的市场我们认为风险已经充分释放，我们继续看好汽车智能化、储能、军工以及新能源相关的高景气度方向。继续把握产业趋势，在产业趋势的推动下持续挖掘个股以及新的投资机会。","declarationDate":"2022-10-25T16:00:00.000Z","lastUpdated":"2026-03-09T13:33:48.252Z","fund":{"_id":3000000009008,"__csrcFundId":7237,"stockCode":"009008","name":"平安科技创新混合型证券投资基金","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":9008,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-04-30T21:34:14.118Z","status":"normal","exchange":"jj","shortName":"平安科技创新混合(009008)","inceptionDate":"2020-03-05T16:00:00.000Z","followedNum":6,"fundCollectionId":4000050640000,"currency":"CNY","masterFundShortName":"平安科技创新混合","setUpDate":"2020-03-05T16:00:00.000Z","setUpAssetScale":791661469.17,"setUpShares":791661469.17,"pinyin":"pakjcxhhxzqtzjj","managers":[{"stockCode":"db20782832","stockType":"fund_manager","exchange":"fm","tickerId":419200990,"name":"翟森"}]},"announcement":{"linkText":"平安科技创新混合型证券投资基金2022年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=808162","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecc3c7fea5b3eb04c4398","date":"2022-06-29T16:00:00.000Z","stockId":3000000009008,"sao":"2022年1季度,A股市场整体经历了一轮大幅下跌行情,市场表现出较明显的轮跌行情,特别是去年表现较好的赛道股,领跌市场.如电新、电子、军工、汽车、机械、食品饮料等。而机构持仓相对较低的低估值、稳增长或者困境反转预期等板块表现较好，如煤炭、地产、银行、农牧等。  市场进入2季度,4月份受国内疫情扩散担忧影响,市场延续了持续下跌甚至加速下跌态势,市场情绪较为悲观.在经历了4月的大幅下跌后,5月到6月,伴随国内疫情的缓解,稳增长相关政策的密集落地,A股市场独立于海外市场,走出了强势反弹行情,而领涨的板块主要集中于前期调整幅度较大,短期景气趋势快速恢复,中长期成长逻辑较好的成长板块,比如光伏、风电、锂矿、锂电池、汽车及零部件等板块。而银行、地产、农业等前期表现较好的板块，在2季度有明显补跌。  本基金在1季度,基于新能源相关行业业绩预期、估值水平过高等判断，较明显的降低了新能源相关行业配置。增加了稳增长、低估值如金融、地产、煤炭、建筑建材板块配置，增加了有自身产业景气变化逻辑的军工、农业养殖等板块配置，组合在一季度适当做了分散均衡配置。较好的减少了一季度新能源板块的大幅回撤影响，但由于市场整体一季度表现较差，新配置的军工、建筑建材等板块也出现明显下跌，调仓带来的实际净值表现并未有明显超额收益。  2季度，基于市场基本触底的判断，大幅减持了前期相对抗跌的银行、地产、农业养殖等板块，增持了以新能源为代表的成长板块，集中于光伏、风电、锂矿、锂电池等。同时，基于汽车行业政策扶持超预期，行业景气度拐点明确的判断，大幅增加了汽车整车及零部件配置。2季度特别是5-6月，基金净值有明显反弹。","declarationDate":"2022-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:33:48.249Z","mo":"展望下半年，我们认为短期来看，市场反弹幅度较大，市场波动会逐步放大，甚至有一定调整压力。但中期来看，市场极为恐慌阶段以及经济增长的低点已经过去，未来市场整体有望延续震荡向上的态势。  具体到行业配置方面，本基金后续会重点布局于符合政策及产业导向，短期景气趋势快速恢复，中长期成长空间较大的成长板块，包括新能源（光伏、风电）、锂电池、汽车及零部件、高端制造军工等方向。","fund":{"_id":3000000009008,"__csrcFundId":7237,"stockCode":"009008","name":"平安科技创新混合型证券投资基金","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":9008,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-04-30T21:34:14.118Z","status":"normal","exchange":"jj","shortName":"平安科技创新混合(009008)","inceptionDate":"2020-03-05T16:00:00.000Z","followedNum":6,"fundCollectionId":4000050640000,"currency":"CNY","masterFundShortName":"平安科技创新混合","setUpDate":"2020-03-05T16:00:00.000Z","setUpAssetScale":791661469.17,"setUpShares":791661469.17,"pinyin":"pakjcxhhxzqtzjj","managers":[{"stockCode":"db20782832","stockType":"fund_manager","exchange":"fm","tickerId":419200990,"name":"翟森"}]},"announcement":{"linkText":"平安科技创新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=786461","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecc3c7fea5b3eb04c4397","date":"2022-03-30T16:00:00.000Z","stockId":3000000009008,"sao":"2022年1季度,A股市场整体经历了一轮大幅下跌行情,市场表现出较明显的轮跌行情,特别是去年表现较好,机构持仓相对较重的重仓股,或者俗称的赛道股,领跌市场.如电新、电子、军工、汽车、机械、食品饮料等。而机构前期持仓相对较低的低估值、稳增长或者困境反转预期等板块表现较好，如煤炭、地产、银行、农牧等。市场整体风格与主线与2021年有明显变化。  变化的促发因素是多方面的，一方面有外围美国加息流动性收缩；全球大宗商品价格大幅上涨推高通胀预期；俄乌战争对全球商品价格和地缘政治的影响等等。另一方面，国内疫情的反复，加剧了市场对经济增长预期的担忧。多种因素叠加下，市场整体风险偏好下降，成长赛道估值有所下调，而低估值稳增长板块则实现了估值修复。  本基金年初以来基于对2022年国内外不确定环境加剧的预判，配置方向选择了几个方向，首先仍基于科技创新基金风格,核心持有电动车、光伏、电子、军工等科技成长板块，另一方面在符合基金合同要求的前提下，适度配置了稳增长相关的建筑建材新材料、独立产业周期逻辑的养殖等板块。  但总的来说，基金净值仍然出现了较大幅度下跌，配置效果并不理想。  虽然年初对全年重仓持有的新能源板块做了较大幅度的调仓，从集中在一个行业，分散到几个方向，减少了新能源板块大幅调整的损失，但在新的方向如建材、军工一样受损较大，没有起到很好的组合调整效果。  具体来说，对于稳增长板块的方向选择相对正确，但对具体行业配置上，更多的配置到了建筑建材等地产产业链，一季度表现较差。  对于产业逻辑的选择，配置的养殖板块表现较好，有明显超额收益，但另一方面配置的军工板块则大幅下跌，对净值下跌影响较大。","declarationDate":"2022-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:33:48.246Z","fund":{"_id":3000000009008,"__csrcFundId":7237,"stockCode":"009008","name":"平安科技创新混合型证券投资基金","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":9008,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-04-30T21:34:14.118Z","status":"normal","exchange":"jj","shortName":"平安科技创新混合(009008)","inceptionDate":"2020-03-05T16:00:00.000Z","followedNum":6,"fundCollectionId":4000050640000,"currency":"CNY","masterFundShortName":"平安科技创新混合","setUpDate":"2020-03-05T16:00:00.000Z","setUpAssetScale":791661469.17,"setUpShares":791661469.17,"pinyin":"pakjcxhhxzqtzjj","managers":[{"stockCode":"db20782832","stockType":"fund_manager","exchange":"fm","tickerId":419200990,"name":"翟森"}]},"announcement":{"linkText":"平安科技创新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=729741","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecc3c7fea5b3eb04c4396","date":"2021-12-30T16:00:00.000Z","stockId":3000000009008,"sao":"2021年A股市场是一个较大幅度波动,同时也是一个极度分化的一年.市场季度甚至月度间的行业轮动特征较为显著.多数行业均有阶段性表现,比如一季度白酒、医疗服务、医美等，二季度半导体、新能源，三季度煤炭、化工、锂资源等周期品，四季度汽车零部件、绿电、元宇宙传媒等均有不错表现。  整体来看，行业轮动特征显著，同时也表现出月度板块行情的巨幅波动，很多行业在短期一两个月内经历了翻倍到砍半的极速震荡。对投资的行业比较和个股选择，提出了更多挑战。  本基金在上半年，持仓相对均衡，配置了消费医药等，在新能源、电子、食品饮料、医美等方向。春节后，伴随市场的大幅下跌，基金净值有明显回撤。  3季度开始，通过对组合行业和公司估值比较，减持了基本面和估值有所压力的消费医药板块，大幅增加了处于相对底部的锂电上游资源及稀土、锂电池相关化工等板块和个股，3季度上半期迅速实现了净值的快速上涨。同时盈亏同源，由于在锂电资源、稀土、化工等配置比例过高，在9月中旬之后，伴随整体周期板块的快速下跌，基金净值有明显回撤。  4季度，适度降低了弹性较大的周期板块，但由于整体组合的新能源配置比例仍占大部分仓位。在四季度新能源板块整体轮番回调的情况下，四季度表现较好的汽车零部件、绿电、传媒等板块，基金配置比例较低，没有明显对冲板块，基金净值有持续明显回调。  为了适度控制回撤，同时为2022年提前布局，本基金在4季度后期做了一定幅度调仓，组合的行业配置有所分散，降低了处于高位、预期相对较为充分的新能源板块配置，增加了2022年景气趋势上升的军工、消费电子等板块。同时增加了景气趋势有望触底回升的，建筑建材、养殖等相关标的。","declarationDate":"2022-01-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:33:48.244Z","mo":"展望2022年，我们认为仍会是一个宽幅波动，行业和公司极度分化的一年，但对全年行情整体仍相对乐观。  一方面，市场波动仍会较为剧烈，行业分化较为极致。2022年外部有美国加息、流动性收缩冲击，内部有经济增长动力结构性压力，相应的企业盈利波动和估值冲击会较为剧烈。部分行业的盈利和估值存在双杀的压力。高增速行业或者说业绩确定性将比2021年相对稀缺。  另一方面，我们对国内A股市场并不悲观，主要是国内稳增长方向已经明确，经济下行风险相对可控，虽然海外流动性有收缩压力，但国内流动性在稳增长政策推动下，有望保持较好的流动性环境。  同时，市场整体估值水平仍处于相对合理状态，主流赛道行业和公司，如新能源、食品饮料、医药、科技等板块经历了阶段调整，业绩趋势和估值匹配度仍然较好。而稳增长相关的基建、房地产产业链等估值仍处于历史低位，未来存在估值业绩双升空间。  具体到行业配置方面，本基金会配置两大方向：  一方面仍会配置行业景气趋势较为确定，中长期成长空间较大的行业和具备核心竞争力的龙头公司，如新能源汽车、光伏、电子、军工、生物医药等。  另一方面，会顺应稳增长政策方向，重点关注景气趋势有望触底回升的建筑建材、养殖等板块。","fund":{"_id":3000000009008,"__csrcFundId":7237,"stockCode":"009008","name":"平安科技创新混合型证券投资基金","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":9008,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-04-30T21:34:14.118Z","status":"normal","exchange":"jj","shortName":"平安科技创新混合(009008)","inceptionDate":"2020-03-05T16:00:00.000Z","followedNum":6,"fundCollectionId":4000050640000,"currency":"CNY","masterFundShortName":"平安科技创新混合","setUpDate":"2020-03-05T16:00:00.000Z","setUpAssetScale":791661469.17,"setUpShares":791661469.17,"pinyin":"pakjcxhhxzqtzjj","managers":[{"stockCode":"db20782832","stockType":"fund_manager","exchange":"fm","tickerId":419200990,"name":"翟森"}]},"announcement":{"linkText":"平安科技创新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=714077","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecc3c7fea5b3eb04c4395","date":"2021-09-29T16:00:00.000Z","stockId":3000000009008,"sao":"2021年3季度,市场经历了较大幅度的震荡,市场风格变化剧烈,行业轮动特征显著。其中7-8月份资源类周期行业大幅上涨，包括新能源相关产业的锂资源、稀土，供给短期受限的煤炭、钢铁、化工等周期板块均有大幅上涨。而进入9月，周期类股票又大幅下跌，市场风格转向防御，高低切换明显，低位金融、地产、医药、消费、电力等板块，9月则有显著超额收益。  本基金净值在7-8月份有较大幅度上涨，9月则有明显回撤。3季度本基金仍主要布局于新能源产业链，但在具体布局环节有所调整，增加了上游锂资源、稀土、锂电池相关化工品等板块配置，兑现2季度表现较好的半导体股票。整体在3季度仍取得了一定超额收益。","declarationDate":"2021-10-26T16:00:00.000Z","lastUpdated":"2026-03-09T13:33:48.241Z","fund":{"_id":3000000009008,"__csrcFundId":7237,"stockCode":"009008","name":"平安科技创新混合型证券投资基金","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":9008,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-04-30T21:34:14.118Z","status":"normal","exchange":"jj","shortName":"平安科技创新混合(009008)","inceptionDate":"2020-03-05T16:00:00.000Z","followedNum":6,"fundCollectionId":4000050640000,"currency":"CNY","masterFundShortName":"平安科技创新混合","setUpDate":"2020-03-05T16: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