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估值面总体估值仍然处在过去十年中枢以下位置，下行风险预计较小，从大类资产比较的角度，权益市场已经进入价值区间；盈利的角度看，宏观经济复苏偏弱带来的问题已经充分反映在股价上，进一步的利空事件较为有限，当前的政策环境积极正面，预计降息会大幅降低居民与企业的负债成本，但微观层面个股的盈利修复扭转仍然需要一些时间；流动性部分受全球地缘政治博弈和信心影响较大，不排除少数时点存在尾部交易风险，但这部分变量更多来自于对未来预期判断，无法线性外推，辨证来看一旦风险释放也将对市场形成较好的底部支撑。　　从上市公司个体角度层面，市场可能会关注盈利稳定性强的个股；更加成熟的市场环境的建立对于各个风险因子风险定价将更为充分，传统因子挖掘超额收益的难度将会继续增大；行业层面来看，光伏行业调整幅度和时间长度相对较为充分，随着海外需求的修复，多数行业个股盈利24年有望触底回升，产业链各个环节的盈利预计恢复到合理水平，二三线企业存在出清压力，但龙头集中度提升后有望再次带动行业上行。","fund":{"_id":3000000001880,"stockCode":"001880","stockType":"fund","areaCode":"cn","followedNum":8,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-02-15T16:00:00.000Z","setUpScale":722031000,"market":"a","tickerId":1880,"custody":"中国建设银行股份有限公司","name":"长城中国智造灵活配置混合型证券投资基金","shortName":"长城中国智造混合(001880)","fundSecondLevel":"hybrid","__csrcFundId":1559,"fundStatus":"normal","lastUpdated":"2026-04-30T18:14:42.736Z","masterFundFlag":1,"inceptionDate":"2017-03-14T16:00:00.000Z","fundCollectionId":4000050150000,"currency":"CNY","masterFundShortName":"长城中国智造混合","pinyin":"cczgzzlhpzhhxzqtzjj","managers":[{"stockCode":"8801390519","stockType":"fund_manager","exchange":"fm","tickerId":1210146000,"name":"雷俊"}]},"announcement":{"linkText":"长城中国智造灵活配置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=1056825","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5fb7fea5b3eb0450215","date":"2023-09-29T16:00:00.000Z","stockId":3000000001880,"sao":"三季度市场震荡下行，以陆股通为代表的外资显著流出，沪深300、中证500、创业板等主要宽基指数均表现不佳。从风格上看，三季度延续了今年以来小盘、微盘股的强趋势，市值因子表现抢眼；下行市场下红利、低波因子也表现不错。行业上看，上游周期品表现更好，煤价淡季不淡、全球油价上涨，带动了以煤炭、石油石化为代表传统能源行业强势；新能源行业则受产能扩张和竞争格局影响，跌幅明显；TMT的相关产业链个股三季度呈现回归趋势，缺乏赚钱效应。  报告期内，基金在新能源领域的配置比重较高，市场受到对未来高增长持续性和产业无序扩张影响，板块估值在三季度跌至历史低位，组合回撤较大。另一个角度看，行业的仍然有较大的发展空间，融资新政下对于供给端产能有影响，有助于规范产业有序发展。新能源在全球能源中的占比仍然不高，装机量未来几年仍然呈现出告诉增长态势，结合当前估值来看，板块已经进入性价比较高配置区间。","declarationDate":"2023-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:07.582Z","fund":{"_id":3000000001880,"stockCode":"001880","stockType":"fund","areaCode":"cn","followedNum":8,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-02-15T16:00:00.000Z","setUpScale":722031000,"market":"a","tickerId":1880,"custody":"中国建设银行股份有限公司","name":"长城中国智造灵活配置混合型证券投资基金","shortName":"长城中国智造混合(001880)","fundSecondLevel":"hybrid","__csrcFundId":1559,"fundStatus":"normal","lastUpdated":"2026-04-30T18:14:42.736Z","masterFundFlag":1,"inceptionDate":"2017-03-14T16:00:00.000Z","fundCollectionId":4000050150000,"currency":"CNY","masterFundShortName":"长城中国智造混合","pinyin":"cczgzzlhpzhhxzqtzjj","managers":[{"stockCode":"8801390519","stockType":"fund_manager","exchange":"fm","tickerId":1210146000,"name":"雷俊"}]},"announcement":{"linkText":"长城中国智造灵活配置混合型证券投资基金2023年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=992446","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5fb7fea5b3eb0450214","date":"2023-06-29T16:00:00.000Z","stockId":3000000001880,"sao":"上半年市场先扬后抑，多数大型宽基指数表现不佳，中证500、中证1000为代表的中小指数略有正收益。风格上看，二季度一定程度上延续了一季度的整体趋势，低波动、低估值标的有较为显著的超额收益，但主要集中于较小市值的标的，盈利能力强的个股延续弱势。 市场行业主题投资波动很大，以人工智能为代表的TMT产业链较受市场关注，基础算力、光模块、软件传媒等相关个股波动率过高；资金面看，外资一季度后无明显增量净流入，内资存量博弈性较强，市场总体缺乏赚钱效应；新能源板块资金流出显著，消费板块受经济复苏动能较弱影响，普遍表现不佳。  报告期内，基金主要投资于“工业4.0”相关的高端制造领域：以电力设备与新能源、芯片、军工等；从全球 比较优势出和行业增速确定性出发，本基金在新能源中的光伏产业链配置较多，虽然整体板块增速较去年回落，但仍然维持了较高水平；存量市场下，市场资金快速流动使得估值波动远大于业绩的部分，因此组合上半年表现弱于基准。","declarationDate":"2023-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:07.580Z","mo":"A股总体估值仍然处在过去十年中枢以下位置，下行风险预计较小，从大类资产比较的角度，权益市场已经进入价值区间；宏观上看，经济复苏偏弱带来的问题已经充分反映在股价上，进一步的利空事件较为有限，当前的政策环境积极正面，随着下半年一系列企业、民生政策落地，经济有望进一步好转。  上半年过于交易的AI产业链在下半年将面临业绩兑现的部分压力，随着半年报的披露，市场有望回归到基本面,预期行业表现会更加均衡。光伏新能源领域由于上半年硅料价格显著下降，带动了整个产业链价格逐渐触底，上、中、下游的利润分配格局重塑，电站投资收益率持续上行推动了下游需求释放，全年装机普遍预计仍然将维持较高增速，比较利好一体化组件和辅材环节；另一方面，N型新技术等应用推进较快，这部分预计也有较好的投资机会。","fund":{"_id":3000000001880,"stockCode":"001880","stockType":"fund","areaCode":"cn","followedNum":8,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-02-15T16:00:00.000Z","setUpScale":722031000,"market":"a","tickerId":1880,"custody":"中国建设银行股份有限公司","name":"长城中国智造灵活配置混合型证券投资基金","shortName":"长城中国智造混合(001880)","fundSecondLevel":"hybrid","__csrcFundId":1559,"fundStatus":"normal","lastUpdated":"2026-04-30T18:14:42.736Z","masterFundFlag":1,"inceptionDate":"2017-03-14T16:00:00.000Z","fundCollectionId":4000050150000,"currency":"CNY","masterFundShortName":"长城中国智造混合","pinyin":"cczgzzlhpzhhxzqtzjj","managers":[{"stockCode":"8801390519","stockType":"fund_manager","exchange":"fm","tickerId":1210146000,"name":"雷俊"}]},"announcement":{"linkText":"长城中国智造灵活配置混合型证券投资基金2023年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=966549","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5fb7fea5b3eb0450213","date":"2023-03-30T16:00:00.000Z","stockId":3000000001880,"sao":"一季度市场总体来看是春季躁动行情为主，但风格分化较大，存量资金博弈性较强。传统板块如新能源、医药等长期成长行业赛道资金显著流出，TMT等人工智能产业链显著资金流入，相关股票涨幅巨大。风格上看，选股的广度效应明显，小盘因子表现较为强势。  报告期内，基金在新能源领域的配置比重较高，回撤较大。具体行业来看，硅料、硅片等价格逐渐企稳，一季度装机数据呈现超预期增长态势， 但市场对于明年甚至后年的成长性分歧较大，使得估值的负向波动贡献远大于盈利，很多相关公司标的已经进入历史底部的估值区域，但从市场跟踪来看，光伏产业链标的全年内业绩一致预期多数依然高增长，估值与盈利增长错配幅度较大，预计下行风险较小，已经进入较高的赔率区间，强烈看好相关公司的长期投资价值。","declarationDate":"2023-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:07.577Z","fund":{"_id":3000000001880,"stockCode":"001880","stockType":"fund","areaCode":"cn","followedNum":8,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-02-15T16:00:00.000Z","setUpScale":722031000,"market":"a","tickerId":1880,"custody":"中国建设银行股份有限公司","name":"长城中国智造灵活配置混合型证券投资基金","shortName":"长城中国智造混合(001880)","fundSecondLevel":"hybrid","__csrcFundId":1559,"fundStatus":"normal","lastUpdated":"2026-04-30T18:14:42.736Z","masterFundFlag":1,"inceptionDate":"2017-03-14T16:00:00.000Z","fundCollectionId":4000050150000,"currency":"CNY","masterFundShortName":"长城中国智造混合","pinyin":"cczgzzlhpzhhxzqtzjj","managers":[{"stockCode":"8801390519","stockType":"fund_manager","exchange":"fm","tickerId":1210146000,"name":"雷俊"}]},"announcement":{"linkText":"长城中国智造灵活配置混合型证券投资基金2023年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=885409","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5fb7fea5b3eb0450212","date":"2022-12-30T16:00:00.000Z","stockId":3000000001880,"sao":"2022年全年市场波动巨大，A股沪深300、中证500跌幅均超20%，市场赚钱效用很弱，主要矛盾聚焦在国际俄乌冲突和国内疫情波动。总体看，上游资源品表现更好，煤炭等领跑行业指数；受全球地缘政治格局博弈，石油、天然气盈利高增长，上半年冲高后大幅回落；制造业上下游利润分配严重不均衡，总体呈现上游资源品大幅挤压中下游盈利空间趋势，下半年逐渐缓和修复。国内疫情波动对消费、医药等行业影响较大，在10月份触底后迅速反弹。风格分析来看，宏观经济对股市影响较大，大市值龙头股缺乏系统性机会，趋势性风格表现不佳，小市值、微型市值股票超额收益更加明显；成长性板块总体偏弱，低估值、高股息板块投资机会更多。  报告期内，本基金主要投资于“工业4.0”相关的高端制造领域：电力设备与新能源、芯片、军工等；从全年核心博弈变量——能源价格——角度出发，能源危机下光伏行业景气度很好，海外需求旺盛，下游订单饱满，全年成长确定性较强，国内装机、组件出口数据良好，产品在该板块维持了较大权重的配置。光伏板块随着四季度欧洲需求回落，硅料、硅片等价格下降明显，二级市场出现快速回调，光伏主产业链相关公司基本调整到了历史的估值偏底部区域，组合发生了较大的回撤。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:07.574Z","mo":"展望2023年，影响国际市场和国内市场的主要变量均有逐渐向好的趋势，市场偏乐观的概率更大。一是俄乌冲突的常态化，能源价格的大幅波动性在削弱，预期引导性更强，有助于制造业中下游利润修复；二是美联储加息减速，美元加息节奏从四季度开始触顶，市场预计2023年逐渐企稳，有可能在年末时段进入下行通道，全球利率水平对于成长性板块影响较大，这一制约因素有望得到显著缓和。  另一方面，二十大的胜利召开和国内疫情的阶段性成果将推动A股积极向上。从去年12月逐步放开的情况来看，国内社会面普遍得到了充分认识，随着二十大人事与政策的聚焦，23年全年预计会加大经济建设，有望进一步出台各行各业的财税、产业等刺激政策，A股投资机会将较2022年显著增多。消费板块中，以白酒为代表的食品饮料将是疫情修复中弹性最大的部分，有望在业绩驱动下带来戴维斯双击的投资机会；成长性行业中，TMT、新能源等仍然将是市场长期配置的方向，预计业绩实现度较高，成长性较强，如果叠加利率水平下移相关板块也有不错的投资机会。","fund":{"_id":3000000001880,"stockCode":"001880","stockType":"fund","areaCode":"cn","followedNum":8,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-02-15T16:00:00.000Z","setUpScale":722031000,"market":"a","tickerId":1880,"custody":"中国建设银行股份有限公司","name":"长城中国智造灵活配置混合型证券投资基金","shortName":"长城中国智造混合(001880)","fundSecondLevel":"hybrid","__csrcFundId":1559,"fundStatus":"normal","lastUpdated":"2026-04-30T18:14:42.736Z","masterFundFlag":1,"inceptionDate":"2017-03-14T16:00:00.000Z","fundCollectionId":4000050150000,"currency":"CNY","masterFundShortName":"长城中国智造混合","pinyin":"cczgzzlhpzhhxzqtzjj","managers":[{"stockCode":"8801390519","stockType":"fund_manager","exchange":"fm","tickerId":1210146000,"name":"雷俊"}]},"announcement":{"linkText":"长城中国智造灵活配置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=872757","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5fb7fea5b3eb0450211","date":"2022-09-29T16:00:00.000Z","stockId":3000000001880,"sao":"三季度市场总体以调整震荡为主，能源相关行业的相对收益较为明显。报告期内，本基金主要投资于“工业4.0”相关的高端制造领域：电力设备与新能源、芯片、军工等；季度内产品从寻找核心矛盾出发，在新能源里的光伏产业链更为聚焦， 在上游原材料、中游制造端等基本上都有覆盖，相关板块在7月份冲高后回落，收益波动较大。  今年以来局部战争带来的全球能源危机依然存在，地缘政治不确定性导致全球经济格局在重塑，这种形势有可能在未来很长一段时间内延续。而能源作为我国对外依存度最大的一个领域之一，核心安全风险较高；从全球来看各个国家地区对于能源安全的重视也达到了前所未有的高度，光伏、风电等新能源企业盈利状况好，高增速依旧亮眼，仍然是极具未来成长性的板块。","declarationDate":"2022-10-25T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:07.572Z","fund":{"_id":3000000001880,"stockCode":"001880","stockType":"fund","areaCode":"cn","followedNum":8,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-02-15T16:00:00.000Z","setUpScale":722031000,"market":"a","tickerId":1880,"custody":"中国建设银行股份有限公司","name":"长城中国智造灵活配置混合型证券投资基金","shortName":"长城中国智造混合(001880)","fundSecondLevel":"hybrid","__csrcFundId":1559,"fundStatus":"normal","lastUpdated":"2026-04-30T18:14:42.736Z","masterFundFlag":1,"inceptionDate":"2017-03-14T16:00:00.000Z","fundCollectionId":4000050150000,"currency":"CNY","masterFundShortName":"长城中国智造混合","pinyin":"cczgzzlhpzhhxzqtzjj","managers":[{"stockCode":"8801390519","stockType":"fund_manager","exchange":"fm","tickerId":1210146000,"name":"雷俊"}]},"announcement":{"linkText":"长城中国智造灵活配置混合型证券投资基金2022年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=809294","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5fb7fea5b3eb0450210","date":"2022-06-29T16:00:00.000Z","stockId":3000000001880,"sao":"上半年市场波动较大，大盘指数在四月份超跌后反弹，多数指数上半年收益显著为负。风格上看，成长性板块的振幅更大，创业板指领跌各个综合宽基指数，微市值股票的超额收益较为明显。从量化风格看，盈利、成长和动量因子超额收益在五月份以后显著提升。  报告期内，本基金主要投资于“工业4.0”相关的高端制造领域：电力设备与新能源、芯片、军工等；从宏观角度看，上半年与年初判断基本一致，能源危机下光伏行业景气度很好，海外需求旺盛，下游订单饱满，全年成长确定性较强，国内装机、组件出口数据良好，产品在该板块维持了较大权重的配置。从中长期维度而言，光伏作为解决欧洲能源危机的长期选项以及国家现代能源体系建设重要部分，仍值得密切关注。","declarationDate":"2022-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:07.569Z","mo":"2月以来，俄乌战争导致油、气价格长期处于高位，资源类上游行业的上市公司普遍盈利较好，从目前供需状况来看，有可能这一状况仍将延续；受欧洲能源危机影响，光伏、风电等新能源板块仍然处于高景气周期，下半年的业绩确定性依然较高；另一方面，上半年国内经济受疫情影响较大，五月份已经陆续出台了一系列的复工复产、促进消费的政策，最糟糕的时刻已经过去，随着政策细则执行端的逐步落地，各地的经济复苏将是下半年主基调，部分上市公司三、四季度大概率有望盈利修复，对于经营稳健、长期盈利模式好、估值波动较稳定的消费类公司，市场调整带来了长期布局机会，其业绩确定性仍然将是市场长期配置的方向。","fund":{"_id":3000000001880,"stockCode":"001880","stockType":"fund","areaCode":"cn","followedNum":8,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-02-15T16:00:00.000Z","setUpScale":722031000,"market":"a","tickerId":1880,"custody":"中国建设银行股份有限公司","name":"长城中国智造灵活配置混合型证券投资基金","shortName":"长城中国智造混合(001880)","fundSecondLevel":"hybrid","__csrcFundId":1559,"fundStatus":"normal","lastUpdated":"2026-04-30T18:14:42.736Z","masterFundFlag":1,"inceptionDate":"2017-03-14T16:00:00.000Z","fundCollectionId":4000050150000,"currency":"CNY","masterFundShortName":"长城中国智造混合","pinyin":"cczgzzlhpzhhxzqtzjj","managers":[{"stockCode":"8801390519","stockType":"fund_manager","exchange":"fm","tickerId":1210146000,"name":"雷俊"}]},"announcement":{"linkText":"长城中国智造灵活配置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=787529","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5fb7fea5b3eb045020f","date":"2022-03-30T16:00:00.000Z","stockId":3000000001880,"sao":"一季度大盘出现了比较大幅度的下跌，总体来看“稳增长”产业链相关标的更受资金关注， 煤炭、地产、银行等板块表现强势，消费类、成长类板块回撤较大；受全球地缘政治和局部战争影响，大宗商品普遍处于高位，进一步压制了中游的盈利空间；下游消费行业等受国内疫情影响，需求普遍不足，市场表现较弱。从量化风格看，盈利、成长和动量因子表现较弱，价值、小盘、反转类因子表现较强，因子的长期趋势性较差。  报告期内，本基金主要投资于“工业4.0”相关的高端制造领域：电力设备与新能源、芯片、军工等；受地缘博弈和局部战争影响，大宗商品油气等价格持续处于高位，全球新能源需求确定性未来会更高，一季度光伏国内装机、组件出口数据良好；光伏板块的成长确定性较强，产品在该板块维持了较大权重的配置。","declarationDate":"2022-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:07.566Z","fund":{"_id":3000000001880,"stockCode":"001880","stockType":"fund","areaCode":"cn","followedNum":8,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-02-15T16:00:00.000Z","setUpScale":722031000,"market":"a","tickerId":1880,"custody":"中国建设银行股份有限公司","name":"长城中国智造灵活配置混合型证券投资基金","shortName":"长城中国智造混合(001880)","fundSecondLevel":"hybrid","__csrcFundId":1559,"fundStatus":"normal","lastUpdated":"2026-04-30T18:14:42.736Z","masterFundFlag":1,"inceptionDate":"2017-03-14T16:00:00.000Z","fundCollectionId":4000050150000,"currency":"CNY","masterFundShortName":"长城中国智造混合","pinyin":"cczgzzlhpzhhxzqtzjj","managers":[{"stockCode":"8801390519","stockType":"fund_manager","exchange":"fm","tickerId":1210146000,"name":"雷俊"}]},"announcement":{"linkText":"长城中国智造灵活配置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=730072","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5fb7fea5b3eb045020e","date":"2021-12-30T16:00:00.000Z","stockId":3000000001880,"sao":"2021年，市场风格上呈现显著的“小市值效应”，小盘股的表现平均看大幅好于大盘股。行业上，以煤炭为代表的旧能源产业和以光伏为代表的新能源产业轮番阶段性领涨市场，消费、医药、金融地产等权重板块表现相对较弱。新能源赛道尤为景气，产业链上的各个环节表现均不俗。  报告期内，本基金主要投资于“工业4.0”相关的高端制造领域：电力设备与新能源、芯片、军工等，动态量化筛选科技成长公司，新能源、芯片等确定性较高的板块获得了一定投资回报；从横向比较的长期角度，“碳中和”下为主线新能源确定性更高，细分板块里面考虑到电动车板块的高估值风险，在年度的后半段产品从确定性的角度逐渐加大了以光伏为主的上下游相关股票配置。","declarationDate":"2022-01-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:07.559Z","mo":"近期多地疫情近期出现反复，美国通胀水平创新新高，美联储加息预期较强，俄罗斯乌克兰地区局势紧张等等因素，都可能对市场情绪造成一定影响。对未来我们持有审慎乐观态度，一方面积极跟踪市场变化，控制好投资组合的风险敞口水平。另一方面，我们对中国经济的长期表现有信心，对中国政府的稳增长政策有信心，市场前期的大幅回调已经消化掉了部分风险。  从行业风格上看，近年来行业轮动加快，行业间的分化与波动加剧，但当前市场已经呈现出投资逐渐分散化的趋势，大盘与小盘、价值与成长都呈现出一些均值修复的现象，未来一年市场风格预计将更加均衡。  在本基金聚焦的新能源、人工智能、自动化、高端制造均是未来发展的核心方向，长期看行业景气度高、成长性显著，在A股结构性行情下将是未来投资的主战场，投资潜力巨大。","fund":{"_id":3000000001880,"stockCode":"001880","stockType":"fund","areaCode":"cn","followedNum":8,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-02-15T16:00:00.000Z","setUpScale":722031000,"market":"a","tickerId":1880,"custody":"中国建设银行股份有限公司","name":"长城中国智造灵活配置混合型证券投资基金","shortName":"长城中国智造混合(001880)","fundSecondLevel":"hybrid","__csrcFundId":1559,"fundStatus":"normal","lastUpdated":"2026-04-30T18:14:42.736Z","masterFundFlag":1,"inceptionDate":"2017-03-14T16:00:00.000Z","fundCollectionId":4000050150000,"currency":"CNY","masterFundShortName":"长城中国智造混合","pinyin":"cczgzzlhpzhhxzqtzjj","managers":[{"stockCode":"8801390519","stockType":"fund_manager","exchange":"fm","tickerId":1210146000,"name":"雷俊"}]},"announcement":{"linkText":"长城中国智造灵活配置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=716286","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5fb7fea5b3eb045020d","date":"2021-09-29T16:00:00.000Z","stockId":3000000001880,"sao":"从行业角度，三季度总体来看，周期上游行业、光伏新能源相关板块，表现强势。消费、医药等传统强势行业表现较弱。从风格角度，三季度总体来看，市场呈现小盘、价值特征。分月度来看，以钢铁为代表的周期板块在7、8月最强，在9月出现较大回调，以食品饮料为代表的消费板块行情则相反，体现在风格上，则是7、8月呈现强动量，9月出现强反转。季度内，行业表现分化明显，风格变化较大。报告期内，本基金主要投资于“工业4.0”相关的高端制造领域：电力设备与新能源、芯片、军工等，动态量化筛选科技成长公司，三季度新能源、芯片等确定性较高的板块获得了比较不错的投资回报，本基金跑赢业绩基准3%左右。","declarationDate":"2021-10-26T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:07.556Z","fund":{"_id":3000000001880,"stockCode":"001880","stockType":"fund","areaCode":"cn","followedNum":8,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-02-15T16:00:00.000Z","setUpScale":722031000,"market":"a","tickerId":1880,"custody":"中国建设银行股份有限公司","name":"长城中国智造灵活配置混合型证券投资基金","shortName":"长城中国智造混合(001880)","fundSecondLevel":"hybrid","__csrcFundId":1559,"fundStatus":"normal","lastUpdated":"2026-04-30T18:14:42.736Z","masterFundFlag":1,"inceptionDate":"2017-03-14T16:00:00.000Z","fundCollectionId":4000050150000,"currency":"CNY","masterFundShortName":"长城中国智造混合","pinyin":"cczgzzlhpzhhxzqtzjj","managers":[{"stockCode":"8801390519","stockType":"fund_manager","exchange":"fm","tickerId":1210146000,"name":"雷俊"}]},"announcement":{"linkText":"长城中国智造灵活配置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=658221","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5fb7fea5b3eb045020c","date":"2021-06-29T16:00:00.000Z","stockId":3000000001880,"sao":"上半年的行情市场风格切换明显，核心资产的波动率显著放大，由前期的“大盘动量成长”风格切换到“中小盘价值”风格，报告期内动量成长因子表现出现较大波动；报告期内，本基金主要投资于“工业4.0”相关的高端制造领域：电力设备与新能源、芯片、军工等，动态量化筛选科技成长公司，上半年新能源、芯片等确定性较高的板块获得了比较不错的投资回报。","declarationDate":"2021-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:07.554Z","mo":"总体来看，当前A股市场的估值处在近年来偏中枢位置，当前估值较春节高点已经回落明显，处在相对合理的区间，估值波动带来的下行空间预计较为有限；从上半年的上市公司整理盈利来看，盈利增长对估值消化显著，各个大型指数一致预期今年同比增幅较高，基本面数据依然强劲，下半年成长性驱动股价有望更为显著；从全球横向比较来看，中国股市估值不贵，长周期配置逻辑没有改变，预期权益市场仍旧是最有吸引力的资产配置方向。在本基金聚焦的新能源、人工智能、自动化、高端制造均是未来发展的核心方向，长期看成长性显著，想象空间较大，在A股结构性行情下将是投资的主战场，投资潜力巨大。","fund":{"_id":3000000001880,"stockCode":"001880","stockType":"fund","areaCode":"cn","followedNum":8,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-02-15T16:00:00.000Z","setUpScale":722031000,"market":"a","tickerId":1880,"custody":"中国建设银行股份有限公司","name":"长城中国智造灵活配置混合型证券投资基金","shortName":"长城中国智造混合(001880)","fundSecondLevel":"hybrid","__csrcFundId":1559,"fundStatus":"normal","lastUpdated":"2026-04-30T18:14:42.736Z","masterFundFlag":1,"inceptionDate":"2017-03-14T16:00:00.000Z","fundCollectionId":4000050150000,"currency":"CNY","masterFundShortName":"长城中国智造混合","pinyin":"cczgzzlhpzhhxzqtzjj","managers":[{"stockCode":"8801390519","stockType":"fund_manager","exchange":"fm","tickerId":1210146000,"name":"雷俊"}]},"announcement":{"linkText":"长城中国智造灵活配置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=636770","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5fb7fea5b3eb045020b","stockId":3000000001880,"sao":"2021一季度以春节为界，市场风格发生明显切换，由前期的“动量成长”风格切换到“小盘价值”风格，美债收益率的快速上行引发了投资者对估值水平的担忧。白酒、光伏等热门板块前期累积涨幅较多、估值处于相对高位，春节后回调较深。相反，银行、煤炭等低估值板块春节后表现强势，超额收益明显。风格切换的速度和幅度超出市场预期，以“茅指数”为代表的绩优白马股大幅回撤，公募基金重仓股跑输市场平均。报告期内，基金重仓的白马股发生大幅回撤，基金净值出现一定程度回调。我们认为，新能源、人工智能、自动化、高端制造均是未来发展的核心方向，本基金仍将聚焦于工业4.0、自主可控和国产化替代的相关标的，通过量化选取基本面优质的成长性科技类公司，把握长期的科技大趋势行情。","date":"2021-03-30T16:00:00.000Z","declarationDate":"2021-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:07.551Z","fund":{"_id":3000000001880,"stockCode":"001880","stockType":"fund","areaCode":"cn","followedNum":8,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-02-15T16:00:00.000Z","setUpScale":722031000,"market":"a","tickerId":1880,"custody":"中国建设银行股份有限公司","name":"长城中国智造灵活配置混合型证券投资基金","shortName":"长城中国智造混合(001880)","fundSecondLevel":"hybrid","__csrcFundId":1559,"fundStatus":"normal","lastUpdated":"2026-04-30T18:14:42.736Z","masterFundFlag":1,"inceptionDate":"2017-03-14T16:00:00.000Z","fundCollectionId":4000050150000,"currency":"CNY","masterFundShortName":"长城中国智造混合","pinyin":"cczgzzlhpzhhxzqtzjj","managers":[{"stockCode":"8801390519","stockType":"fund_manager","exchange":"fm","tickerId":1210146000,"name":"雷俊"}]},"announcement":{"linkText":"长城中国智造灵活配置混合型证券投资基金2021年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=575320","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5fb7fea5b3eb045020a","stockId":3000000001880,"sao":"2020年A股市场“欲扬先抑”，年初突如其来的“新冠疫情”极大扰动了全球资本市场，美股罕见地连续出现熔断，原油期货价格出现负数，各种极端事件不断刷新投资者对市场的认知，但是二季度以后，A股市场强势反转，半导体、生物医药、白酒、光伏等板块轮番阶段性地领涨市场，A股全年“动量”效应显著，呈现强者恒强特征，公募基金收益率高企，爆款基金频现。报告期内，基金较好的把握了相应的投资机会，获取了不错的相对回报。我们认为，新能源、人工智能、自动化、高端制造均是未来发展的核心方向，本基金仍将聚焦于工业4.0、自主可控和国产化替代的相关标的，通过量化选取基本面优质的成长性科技类公司，把握长期的科技大趋势行情。","date":"2020-12-30T16:00:00.000Z","declarationDate":"2021-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:07.548Z","mo":"对于后市，我们认为应该要乐观一点。各项宏观数据和经济预测数据均表明，宏观经济表现正在变好。我们对“新冠”疫情的处理也积累了一定的经验，疫情对经济活动的边际影响正在减弱。随着美国总统的顺利换届，国外环境的不确定性也在逐渐消失。因此虽大盘指数在高位震荡，但整体上我们认为对A股可以相对乐观一点。以白酒、光伏为代表的高成长行业虽然估值水平相对较高，但是行业景气度很好。以金融地产为代表低估值的行业，股价表现虽然相对较弱，但是估值优势愈加明显。我们预计今年的行业分化不会那么严重，行业表现会更加均衡，每个行业都有阶段性的行情。我们的量化模型会根据产品的风险偏好特征，在行业偏离上会做适度地约束调整。","fund":{"_id":3000000001880,"stockCode":"001880","stockType":"fund","areaCode":"cn","followedNum":8,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-02-15T16:00:00.000Z","setUpScale":722031000,"market":"a","tickerId":1880,"custody":"中国建设银行股份有限公司","name":"长城中国智造灵活配置混合型证券投资基金","shortName":"长城中国智造混合(001880)","fundSecondLevel":"hybrid","__csrcFundId":1559,"fundStatus":"normal","lastUpdated":"2026-04-30T18:14:42.736Z","masterFundFlag":1,"inceptionDate":"2017-03-14T16:00:00.000Z","fundCollectionId":4000050150000,"currency":"CNY","masterFundShortName":"长城中国智造混合","pinyin":"cczgzzlhpzhhxzqtzjj","managers":[{"stockCode":"8801390519","stockType":"fund_manager","exchange":"fm","tickerId":1210146000,"name":"雷俊"}]},"announcement":{"linkText":"长城中国智造灵活配置混合型证券投资基金2020年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=559664","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aec5fb7fea5b3eb0450209","stockId":3000000001880,"sao":"三季度，市场整体波动较大，七月份市场快速上涨后进入调整周期，整体来看，以大盘的价值蓝筹股表现相对较好，价值风格得到修复。国防军工、新能源等板块表现较好。报告期内，基金较好的把握了相应的投资机会，获取了不错的相对回报。预计中美间的科技较量将长期存在，本基金仍将聚焦于工业4.0、自主可控和国产化替代的相关标的，通过量化选取基本面优质的成长性科技类公司，把握长期的科技大趋势行情。","date":"2020-09-29T16:00:00.000Z","declarationDate":"2020-10-27T16:00:00.000Z","lastUpdated":"2026-03-09T13:07:07.546Z","fund":{"_id":3000000001880,"stockCode":"001880","stockType":"fund","areaCode":"cn","followedNum":8,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2017-02-15T16:00:00.000Z","setUpScale":722031000,"market":"a","tickerId":1880,"custody":"中国建设银行股份有限公司","name":"长城中国智造灵活配置混合型证券投资基金","shortName":"长城中国智造混合(001880)","fundSecondLevel":"hybrid","__csrcFundId":1559,"fundStatus":"normal","l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