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新因子的接纳速度；2. 成长和质量因子的新迭代；3. 跟踪误差和超额收益的平衡，力争给投资者带来更优秀的汇报。","declarationDate":"2024-07-17T16:00:00.000Z","lastUpdated":"2026-03-09T13:35:13.408Z","mo":"展望未来，挖掘不依赖风格的pure alpha因子的挑战会越来越大，主要依靠风格暴露（无论是小微盘还是红利）来获取超额的方法不可持续。指数方面，我们认为中证500指数继续进一步下跌的空间已经被有效压缩，希望持有人对中证500指数继续保持信心。","fund":{"_id":3000000009336,"__csrcFundId":7504,"stockCode":"009336","name":"平安中证500指数增强型发起式证券投资基金","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":9336,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-04-17T17:12:07.512Z","status":"normal","exchange":"jj","followedNum":5,"inceptionDate":"2020-05-26T16:00:00.000Z","shortName":"平安中证500指数增强A","fundCollectionId":4000050640000,"currency":"CNY","masterFundShortName":"平安中证500指数增强","setUpDate":"2020-05-26T16:00:00.000Z","setUpAssetScale":12013400.08,"setUpShares":12013400.08,"pinyin":"pazz500zszqxfqszqtzjj","__indexSourceEastMoney":1,"__indexSourceCsi":1,"indexFundFlag":1,"indexId":1000000000905,"managers":[{"stockCode":"j101020756","stockType":"fund_manager","exchange":"fm","tickerId":820263360,"name":"胡涛"}]},"announcement":{"linkText":"平安中证500指数增强型发起式证券投资基金2024年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1142901","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecc917fea5b3eb04ca3ab","date":"2024-03-30T16:00:00.000Z","stockId":3000000009336,"sao":"先从指数角度来分析下一季度的情况，市值类指数方面，一季度上证50区间上涨3.82%，沪深300上涨3.10%，中证500下跌2.64%，中证1000下跌7.58%。风格类指数方面，沪深300价值上涨9.42%，沪深300成长下跌1.15%。由此可见，大盘价值风格在一季度明显占优，小盘成长则表现较差。行业方面，石油石化、家用电器和有色金属等行业表现较好，医药生物、计算机和电子等行业表现较差。　　在本报告期中，本基金采用纯量化的选股方法论，并且通过优化器控制组合和基准的净值偏离度。考虑到一季度市场的波动较大，尤其是很多量化因子在短时间内发生大幅度的回撤，叠加量化私募DMA产品的爆仓等因素，我们的优化器采取了较为谨慎的偏离控制参数。随着市场趋于稳定，我们会逐步放开控制，同时持续优化alpha因子，力争获取更好的超额收益。","declarationDate":"2024-04-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:35:13.404Z","fund":{"_id":3000000009336,"__csrcFundId":7504,"stockCode":"009336","name":"平安中证500指数增强型发起式证券投资基金","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":9336,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-04-17T17:12:07.512Z","status":"normal","exchange":"jj","followedNum":5,"inceptionDate":"2020-05-26T16:00:00.000Z","shortName":"平安中证500指数增强A","fundCollectionId":4000050640000,"currency":"CNY","masterFundShortName":"平安中证500指数增强","setUpDate":"2020-05-26T16:00:00.000Z","setUpAssetScale":12013400.08,"setUpShares":12013400.08,"pinyin":"pazz500zszqxfqszqtzjj","__indexSourceEastMoney":1,"__indexSourceCsi":1,"indexFundFlag":1,"indexId":1000000000905,"managers":[{"stockCode":"j101020756","stockType":"fund_manager","exchange":"fm","tickerId":820263360,"name":"胡涛"}]},"announcement":{"linkText":"平安中证500指数增强型发起式证券投资基金2024年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1068038","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecc917fea5b3eb04ca3aa","date":"2023-12-30T16:00:00.000Z","stockId":3000000009336,"sao":"从指数角度来分析2023年的情况，市值类指数方面，2023年上证50下跌11.73%，沪深300下跌11.38%，中证500下跌7.42%，中证1000下跌6.28%。风格类指数方面，沪深300价值下跌4.10%，沪深300成长下跌21.85%。由此可见，小盘风格在2023年明显占优，大盘和成长则表现较差。近期关注度较高的微盘指数，在2023年逆势上涨49.88%，体现了投资者对小市值股票的热炒。另外红利指数也表现较好，年度上涨2.367%，体现了其防守的特性。行业方面，通信、传媒和计算机等行业表现较好，均为正收益，美容护理、商贸零售和房地产等行业表现较差。　　在本报告期中，本基金采用纯量化的选股方法论，并且通过优化器控制组合和基准的净值偏离度。组合在2023年表现不佳，我们分析原因在于我们的策略持仓更偏向于基本面和成长性，和小盘微盘的相关性较低。我们认为从长期来看，对小市值股票的炒作不会持续，市场会回归合理定价。","declarationDate":"2024-01-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:35:13.402Z","mo":"展望2024年，我们认为A股有望在震荡中迎来趋势性投资机会。主要原因有三点，1）当前A股的估值目前处于极低分位数；2）虽然存在较弱的基本面现状和预期使得市场震荡可能持续，但我们认为当前的低点位主要是由于投资者情绪和短期流动性问题导致的；3）随着海外通胀得到控制，预期美联储逐步开启降息通道，国内货币政策获得更大的调整空间，利好A股尤其是成长类资产。　　在市值风格方面，过去两年，我们经历了小市值股票明显跑赢大市值和中市值股票的结构化行情，同时资金盘和量化产品在小市值股票上拥有更高的获取超额能力。展望2024年，我们认为小市值的拥挤度已经过高，且性价比已经远低于沪深300和中证500为代表的股票集合，同时资金抱团炒作的属性，结合量化产品技术面驱动的特点，缺乏基本面支撑的小盘股/微盘股一旦下跌，可能会发生“踩踏”的情况。因此我们预期沪深300和中证500等市场核心指数可能是2024年股票市场的主线。　　在成长/价值风格方面，价值风格在过去一年中较为强势，尤其是高红利股票受到了投资者的追捧。展望2024年，我们认为红利资产维持稳定收益的同时，成长风格的弹性以及成长股的alpha不应该被忽视，因此我们会在风格上进行均衡配置。　　我们会在保持现有量化投资框架的前提下，积极寻找新的alpha，力争在2024年给投资者带来更出色的投资业绩。","fund":{"_id":3000000009336,"__csrcFundId":7504,"stockCode":"009336","name":"平安中证500指数增强型发起式证券投资基金","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":9336,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-04-17T17:12:07.512Z","status":"normal","exchange":"jj","followedNum":5,"inceptionDate":"2020-05-26T16:00:00.000Z","shortName":"平安中证500指数增强A","fundCollectionId":4000050640000,"currency":"CNY","masterFundShortName":"平安中证500指数增强","setUpDate":"2020-05-26T16:00:00.000Z","setUpAssetScale":12013400.08,"setUpShares":12013400.08,"pinyin":"pazz500zszqxfqszqtzjj","__indexSourceEastMoney":1,"__indexSourceCsi":1,"indexFundFlag":1,"indexId":1000000000905,"managers":[{"stockCode":"j101020756","stockType":"fund_manager","exchange":"fm","tickerId":820263360,"name":"胡涛"}]},"announcement":{"linkText":"平安中证500指数增强型发起式证券投资基金2023年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1050725","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecc917fea5b3eb04ca3a9","date":"2023-09-29T16:00:00.000Z","stockId":3000000009336,"sao":"先从指数角度来分析下三季度的情况，市值类指数方面，三季度上证50区间上涨0.60%，沪深300下跌3.98%，中证500下跌5.13%，中证1000下跌7.92%.。风格类指数方面，沪深300价值上涨0.45%，沪深300成长下跌7.81%。由此可见，大盘价值风格在三季度明显占优，小盘成长则表现较差。　　行业方面，金融、煤炭和钢铁等顺周期行业表现较好，计算机、传媒和电力设备等成长类行业表现较差。TMT相关行业今年上半年收益表现出色，但在三季度发生了大幅度的超额回调。因子角度， EP、BP类因子表现出色， ROE、ROA类因子表现较弱，整体来说价值类优于成长和质量类，和我们之前的指数分析结论一致。　　在投资管理方面，本基金采用纯量化的选股方法论，并且通过优化器控制组合和基准的净值偏离度。另外，本基金从7月开始加入了新的选股因子，新的因子从逻辑和实证上都和原有基本面因子保持了低相关性。我们力争通过新的因子体系获取更多的超额收益。","declarationDate":"2023-10-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:35:13.399Z","fund":{"_id":3000000009336,"__csrcFundId":7504,"stockCode":"009336","name":"平安中证500指数增强型发起式证券投资基金","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":9336,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-04-17T17:12:07.512Z","status":"normal","exchange":"jj","followedNum":5,"inceptionDate":"2020-05-26T16:00:00.000Z","shortName":"平安中证500指数增强A","fundCollectionId":4000050640000,"currency":"CNY","masterFundShortName":"平安中证500指数增强","setUpDate":"2020-05-26T16:00:00.000Z","setUpAssetScale":12013400.08,"setUpShares":12013400.08,"pinyin":"pazz500zszqxfqszqtzjj","__indexSourceEastMoney":1,"__indexSourceCsi":1,"indexFundFlag":1,"indexId":1000000000905,"managers":[{"stockCode":"j101020756","stockType":"fund_manager","exchange":"fm","tickerId":820263360,"name":"胡涛"}]},"announcement":{"linkText":"平安中证500指数增强型发起式证券投资基金2023年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=986054","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecc917fea5b3eb04ca3a8","date":"2023-06-29T16:00:00.000Z","stockId":3000000009336,"sao":"上半年A股市场整体呈现震荡走势，报告期内中证500指数上涨2.29%。从板块上来看，上半年表现亮眼的为人工智能、数字经济、中特估等主题投资板块，食品饮料、地产等顺周期板块表现偏弱。6月我国制造业 PMI 环比回升0.2%，指向当前我国制造业供需回暖；全国规模以上工业企业实现利润总额同比降幅连续三个月收窄。整体上我国经济仍然延续弱复苏趋势。　　本基金采用量化多因子投资策略，从盈利成长、盈利质量、价格动量、分析师预期等维度，构建有效的选股阿尔法因子，控制相对基准指数的风险敞口与跟踪误差，最大化预期收益求解得到目标组合，并通过组合交易模型降低交易成本。由于是从公司基本面角度进行选股，相对基准指数的行业和风格偏离较小，所以本基金的股票交易换手率较低，通过长期持有优质个股，有效地降低了交易成本，在控制跟踪误差较小的同时，争取实现较高的超额收益与信息比率，给投资者带来相对基准指数更好的回报。","declarationDate":"2023-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:35:13.396Z","mo":"本基金跟踪的中证500指数，整体偏向有色、煤炭、建材、电力设备新能源、基础化工、医药、军工等行业，以沪深两市中盘市值股票为主。从情绪上来说，尽管海外加息预期升温，但近期政策呵护信号逐步显现，6月PMI出现边际改善，工业利润降幅持续收窄，市场情绪持续修复。同时随着上市公司二季报披露期的来临，市场或将逐渐回归基本面为主导的行情，市场结构可能更加均衡。目前国内经济弱复苏，货币环境宽松，利好成长风格，但汇率贬值对风险偏好有所抑制，整体还将维持均衡配置。","fund":{"_id":3000000009336,"__csrcFundId":7504,"stockCode":"009336","name":"平安中证500指数增强型发起式证券投资基金","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":9336,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-04-17T17:12:07.512Z","status":"normal","exchange":"jj","followedNum":5,"inceptionDate":"2020-05-26T16:00:00.000Z","shortName":"平安中证500指数增强A","fundCollectionId":4000050640000,"currency":"CNY","masterFundShortName":"平安中证500指数增强","setUpDate":"2020-05-26T16:00:00.000Z","setUpAssetScale":12013400.08,"setUpShares":12013400.08,"pinyin":"pazz500zszqxfqszqtzjj","__indexSourceEastMoney":1,"__indexSourceCsi":1,"indexFundFlag":1,"indexId":1000000000905,"managers":[{"stockCode":"j101020756","stockType":"fund_manager","exchange":"fm","tickerId":820263360,"name":"胡涛"}]},"announcement":{"linkText":"平安中证500指数增强型发起式证券投资基金2023年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=956255","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecc917fea5b3eb04ca3a7","date":"2023-03-30T16:00:00.000Z","stockId":3000000009336,"sao":"一季度A股市场整体呈现震荡上行走势，报告期内中证500指数上涨8.11%。从板块上来看，一季度表现亮眼的为中特估、数字经济、人工智能等主题投资板块。3月PMI延续扩张，生产、内需或有亮点，印证了经济修复的持续性；但PMI高位回落、1-2月工业企业利润下降尚难指向经济将进入强复苏，后续不确定性仍存在。整体来看，目前经济修复的确定性较强，但修复斜率存在一定的不确定性。　　本基金采用量化多因子投资策略，从盈利成长、盈利质量、价格动量、分析师预期等维度，构建有效的选股阿尔法因子，控制相对基准指数的风险敞口与跟踪误差，最大化预期收益求解得到目标组合，并通过组合交易模型降低交易成本。由于是从公司基本面角度进行选股，相对基准指数的行业和风格偏离较小，所以本基金的股票交易换手率较低，通过长期持有优质个股，有效地降低了交易成本，在控制跟踪误差较小的同时，争取实现较高的超额收益与信息比率，给投资者带来相对基准指数更好的回报。　　本基金跟踪的中证500指数，整体偏向有色、煤炭、建材、电力设备新能源、基础化工、医药、军工等行业，以沪深两市中盘市值股票为主。目前我们对市场的判断为震荡上行。从情绪上来说，美联储加息进程临近尾声，银行业危机担忧缓解，外围扰动持续缓解带动市场情绪回暖。同时随着上市公司一季报披露期的来临，市场或将逐渐回归基本面为主导的行情，市场结构可能更加均衡。在配置结构上，后续还将继续重点关注景气度延续的方向，如国防军工和新能源中的新能车、光伏、风电、储能等方向，以及困境反转相关板块，重点关注此前受疫情影响和房地产政策影响的行业或板块，以及未来一年周期反转的行业，包括出行链、大消费、金融地产及其产业链、半导体等。整体还将维持均衡配置。","declarationDate":"2023-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:35:13.394Z","fund":{"_id":3000000009336,"__csrcFundId":7504,"stockCode":"009336","name":"平安中证500指数增强型发起式证券投资基金","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":9336,"masterFundFlag":1,"fundStatus":"normal","lastUpdated":"2026-04-17T17:12:07.512Z","status":"normal","exchange":"jj","followedNum":5,"inceptionDate":"2020-05-26T16:00:00.000Z","shortName":"平安中证500指数增强A","fundCollectionId":4000050640000,"currency":"CNY","masterFundShortName":"平安中证500指数增强","setUpDate":"2020-05-26T16:00:00.000Z","setUpAssetScale":12013400.08,"setUpShares":12013400.08,"pinyin":"pazz500zszqxfqszqtzjj","__indexSourceEastMoney":1,"__indexSourceCsi":1,"indexFundFlag":1,"indexId":1000000000905,"managers":[{"stockCode":"j101020756","stockType":"fund_manager","exchange":"fm","tickerId":820263360,"name":"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