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21.93%。本基金三季度仓位维持稳定，在行业结构上进行了大规模的调整，大幅度降低了家电、白酒和银行行业，大幅度增加了通信、电子、半导体、有色等行业。整个组合大幅增加了成长方向，红利和价值股比重较大比例降低；同时在成长方向，主要是增加了人工智能和自主可控方向。港股方面，本基金总体有较大比例增持，主要方向是有色、半导体和互联网，但降低了新消费和汽车的投资比重。本基金将继续以持有人利益至上为准则，以绝对收益为理念，自下而上和行业配置为策略，争取获得较好的投资回报。","lastUpdated":"2026-03-09T13:39:10.163Z","fund":{"_id":3000000010299,"__csrcFundId":8371,"stockCode":"010299","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10299,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:14:46.937Z","status":"normal","name":"南方产业升级混合型证券投资基金","shortName":"南方产业升级混合(010299)","exchange":"jj","followedNum":11,"inceptionDate":"2020-12-06T16:00:00.000Z","fundCollectionId":4000050020000,"currency":"CNY","masterFundShortName":"南方产业升级混合","setUpDate":"2020-12-06T16:00:00.000Z","setUpAssetScale":5761653633.28,"setUpShares":5761653633.28,"pinyin":"nfcysjhhxzqtzjj","managers":[{"stockCode":"8801350688","stockType":"fund_manager","exchange":"fm","tickerId":2519071010,"name":"应帅"}]},"announcement":{"linkText":"南方产业升级混合型证券投资基金2025年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1381957","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd7e7fea5b3eb04dad1d","date":"2025-06-29T16:00:00.000Z","stockId":3000000010299,"sao":"2025上半年国内宏观经济方面，受益于去年四季度一揽子政策发力以来，经济整体企稳延续弱复苏态势，一季度消费延续弱复苏，基建和制造业投资偏强，地产投资降幅收窄，出口一季度数据整体维持一定韧性。二季度消费继续保持增长，但外部环境趋紧，全球经济承压，间接对国内居民收入、就业预期产生影响，抑制当前消费。一季度房地产成交较好，价格稳定，二季度基本面有所走弱，价格重回跌势，交易回落。资本市场方面，受到海内外多重因素（Deepseek出圈、对等关税、以伊冲突等）交织影响，A股走出“N”型走势，尤其是美国对等关税导致市场整体大幅下挫，后逐渐企稳回升。上半年沪深300微涨0.03%，创业板指上涨0.53%，区别不大。但风格方面，市值因子进一步下沉至小微盘，红利风格进一步缩窄到银行，使得市场呈现“大盘价值+小盘成长”的哑铃结构。行业层面，金融与科技齐飞，AI、新消费、创新药等领域轮动走强。其中，有色金属、银行、军工、传媒领涨，分别上涨18.12%、13.1%、13.0%、12.77%。有色金属、军工受益于地缘政治风险推动贵金属价格上涨以及军贸预期升温；银行受到避险情绪以及保险增量资金的驱动；传媒则受益于宽松流动性环境。相比之下，煤炭、食品饮料、房地产等传统行业跌幅较大，分别下跌12.3%、7.33%、6.90%。主题方面，则呈现较为明显的轮动，一季度机器人主题大幅上涨，人工智能则较大幅度回落；二季度，机器人普遍回调，人工智能大幅反弹，固态电池、创新药主题表现亮眼。上半年港股表现整体优异，恒生指数上涨20%，恒生科技指数上涨18.68%。本基金上半年仓位维持稳定，在行业结构上进行了一定的调整，降低了家电、白酒行业的配置，增加了工程机械、重卡、两轮车、农药和银行等内需品种。同时考虑外部贸易风险，降低了出海方向的标的，相对增加了非美国出口链的品种以及内需方向。在港股方面，本基金上半年的投资配置有较大的提升，主要集中在互联网、以银行为代表的红利资产。","declarationDate":"2025-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:10.161Z","mo":"下半年资本市场短期还需保持耐心，但中长期依然乐观。短期来看，国内政策基调转向宽松，但财政、货币政策节奏均相对平缓，下半年经济走势不宜过于乐观。但中长期来看，资本市场较为乐观。自4月政治局会议以来，已经明确走向了财政货币双宽松来推动金融企稳、经济复苏的路径，更大力度的刺激及创新型工具或正在路上。同时中国企业内卷减缓，资产负债表不断修复，资本市场整体估值较低，已经涌现出不少高分红收益的板块和个股；另外中国经济结构转型，高新技术产业增长迅速，也涌现出不少的结构性投资机会。下半年本基金延续价值投资理念，以经营质量和估值为选股标准，同时在行业和个股方面均衡配置，控制整体回撤。同时本基金看好国内产业升级的机会，在半导体、人工智能、固态电池等领域都有明显的技术突破。本基金下半年着重在相关领域进行深入研究，挖掘高成长的投资机会。港股方面，依旧会以互联网和红利资产为主要投资方向。本基金将继续以持有人利益至上为准则，以绝对收益为理念，自下而上和行业配置为策略，争取获得较好的投资回报。","fund":{"_id":3000000010299,"__csrcFundId":8371,"stockCode":"010299","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10299,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:14:46.937Z","status":"normal","name":"南方产业升级混合型证券投资基金","shortName":"南方产业升级混合(010299)","exchange":"jj","followedNum":11,"inceptionDate":"2020-12-06T16:00:00.000Z","fundCollectionId":4000050020000,"currency":"CNY","masterFundShortName":"南方产业升级混合","setUpDate":"2020-12-06T16:00:00.000Z","setUpAssetScale":5761653633.28,"setUpShares":5761653633.28,"pinyin":"nfcysjhhxzqtzjj","managers":[{"stockCode":"8801350688","stockType":"fund_manager","exchange":"fm","tickerId":2519071010,"name":"应帅"}]},"announcement":{"linkText":"南方产业升级混合型证券投资基金2025年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1351544","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd7e7fea5b3eb04dad1c","date":"2025-03-30T16:00:00.000Z","stockId":3000000010299,"sao":"今年一季度A股市场整体窄幅震荡，沪深300和创业板指分别小幅回调1.21%和1.77%，港股市场比较亮眼，恒生科技指数大幅上涨20.74%，恒生指数上涨15.25%。从细分行业上看，贵金属、电机等子行业涨幅明显，主要受益于黄金上涨和机器人主题。从风格上看，受益于DEEPSEEK利好以来，国内成长股风格表现较好，机器人主题、中小市值表现明显较优，红利股表现较弱。国内经济方面，受益于去年四季度一揽子政策发力以来，经济整体企稳延续弱复苏态势，今年前两月数据显示，消费延续弱复苏，基建和制造业投资偏强，地产投资降幅收窄，出口一季度数据整体维持一定韧性。本基金一季度仓位维持稳定，在行业结构上进行了一定的调整，降低了家电、白酒行业的配置，增加了工程机械、重卡、农药和银行等内需品种，同时大幅增加了港股互联网的配置。本基金将继续以持有人利益至上为准则，以绝对收益为理念，自下而上和行业配置为策略，争取获得较好的投资回报。","declarationDate":"2025-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:10.158Z","fund":{"_id":3000000010299,"__csrcFundId":8371,"stockCode":"010299","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10299,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:14:46.937Z","status":"normal","name":"南方产业升级混合型证券投资基金","shortName":"南方产业升级混合(010299)","exchange":"jj","followedNum":11,"inceptionDate":"2020-12-06T16:00:00.000Z","fundCollectionId":4000050020000,"currency":"CNY","masterFundShortName":"南方产业升级混合","setUpDate":"2020-12-06T16:00:00.000Z","setUpAssetScale":5761653633.28,"setUpShares":5761653633.28,"pinyin":"nfcysjhhxzqtzjj","managers":[{"stockCode":"8801350688","stockType":"fund_manager","exchange":"fm","tickerId":2519071010,"name":"应帅"}]},"announcement":{"linkText":"南方产业升级混合型证券投资基金2025年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1277504","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd7e7fea5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34.39%的全年涨幅领跑申万一级行业板块，家电、汽车涨幅也居前，2024 年分别上涨了 18.52%、16.34%；医药、食品饮料、新能源表现相对较弱。国内经济方面，受益于家电以旧换新、地产维稳等刺激政策，消费增速企稳，房地产投资仍处低位但降幅收窄；政策方面，稳增长基调更为突出，实施适度宽松的货币政策，发挥好货币政策工具总量和结构双重功能，同时将实施更加积极的财政政策，提高财政赤字率，加大支出强度、加快支出进度。本基金在2024年行业配置方面有比较明显的变化，降低了新能源、食品饮料和医药的行业配置，增加了家电、银行、电力设备和机械的行业配置，在四季度则较多的增加了产业升级方向的成长股，另外，大幅增加了港股的配置，主要集中在科技以及高红利资产和消费品。行业配置和个股方面也显得更加均衡；仓位方面，全年维持稳定，仅在三季度底出现较为明显的减仓，主要是基于市场短期大幅上涨后，兑现部分今年以来较大涨幅个股导致，比如银行和交运。本基金将继续以持有人利益至上为准则，以绝对收益为理念，自下而上和行业配置为策略，争取获得较好的投资回报。","declarationDate":"2025-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:10.155Z","mo":"展望2025年，随着国家大力引导中长期资金入市，支持创业投资做大做强，壮大耐心资本以及提高上市公司质量，我国资本市场进入高质量发展的关键期。而随着新“国九条” 以及“科技十六条”、“科八条”和“并购六条”等一系列重磅政策相继落地，资本市场已经成为支持新质生产力发展的主阵地之一。而宏观方面，适度宽松的货币政策、以及更加积极的财政政策下，中国经济增长将保持一定的韧性和动力。但依然面临较多的风险，首先房地产能否企稳反弹，经济内生动能的改善依然偏慢；其次是美国对中国加征关税，或导致人民币对美元汇率、我国对美出口同时面临冲击。","fund":{"_id":3000000010299,"__csrcFundId":8371,"stockCode":"010299","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10299,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:14:46.937Z","status":"normal","name":"南方产业升级混合型证券投资基金","shortName":"南方产业升级混合(010299)","exchange":"jj","followedNum":11,"inceptionDate":"2020-12-06T16:00:00.000Z","fundCollectionId":4000050020000,"currency":"CNY","masterFundShortName":"南方产业升级混合","setUpDate":"2020-12-06T16:00:00.000Z","setUpAssetScale":5761653633.28,"setUpShares":5761653633.28,"pinyin":"nfcysjhhxzqtzjj","managers":[{"stockCode":"8801350688","stockType":"fund_manager","exchange":"fm","tickerId":2519071010,"name":"应帅"}]},"announcement":{"linkText":"南方产业升级混合型证券投资基金2024年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1258218","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd7e7fea5b3eb04dad1a","date":"2024-09-29T16:00:00.000Z","stockId":3000000010299,"sao":"2024年三季度，国内经济增长延续回落趋势，房地产有所企稳，外需开始走弱。美国经济韧性超预期，通胀率有所回升，降息节奏不确定性加大。为提振国内经济和资本市场信心，政府在三季度明显加大政策力度，要加大财政货币政策逆周期调节力度，保证必要的财政支出；促进房地产市场止跌回稳；要努力提振资本市场，大力引导中长期资金入市，打通社保、保险、理财等资金入市堵点。A股市场在三季度迎来信心拐点，股市在9月份出现大幅度反弹。具体来看，三季度沪深300上涨16.07%，中证500上涨16.19%，创业板指上涨29.21%。市场风格方面变化较大。7-8月份低估高红利的价值股、大盘股表现优秀，在9月份反弹之后，非银、地产、科技股表现突出，价值股开始震荡。行业层面分化明显，非银、地产、科技、传媒等涨幅居前；煤炭、石油石化、公用事业和银行表现一般。本基金三季度前两个月仓位维持稳定，随着市场的反弹，仓位有所下降。基于对宏观经济的分析和判断，本基金主要看好低估值和具有海外驱动稳定成长的行业，主要布局在家电、电力设备、机械、银行、公路、核电等防御性行业。本基金将继续以持有人利益至上为准则，以绝对收益为理念，自下而上和行业配置为策略，争取获得较好的投资回报。","declarationDate":"2024-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:10.153Z","fund":{"_id":3000000010299,"__csrcFundId":8371,"stockCode":"010299","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10299,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:14:46.937Z","status":"normal","name":"南方产业升级混合型证券投资基金","shortName":"南方产业升级混合(010299)","exchange":"jj","followedNum":11,"inceptionDate":"2020-12-06T16:00:00.000Z","fundCollectionId":4000050020000,"currency":"CNY","masterFundShortName":"南方产业升级混合","setUpDate":"2020-12-06T16:00:00.000Z","setUpAssetScale":5761653633.28,"setUpShares":5761653633.28,"pinyin":"nfcysjhhxzqtzjj","managers":[{"stockCode":"8801350688","stockType":"fund_manager","exchange":"fm","tickerId":2519071010,"name":"应帅"}]},"announcement":{"linkText":"南方产业升级混合型证券投资基金2024年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1180745","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd7e7fea5b3eb04dad19","date":"2024-06-29T16:00:00.000Z","stockId":3000000010299,"sao":"2024年上半年，经济形势、国际关系依然错综复杂。外部环境来看，高通胀依旧持续超预期，美国经济韧性较强，降息预期开始摇摆；随着美国总统竞选日益推进，中美贸易冲突加剧。内部环境而言，出口依然表现超预期，但随着人民币回升、航运费高涨、贸易风险加大，出口形势将经受考验；而消费、投资和房地产等表现依然比较疲软。A股市场上半年大幅波动，一开年市场大幅下跌，但随之快速反弹到5月底，但6月份以来，市场持续回调。具体来看，上半年沪深300上涨0.89%，中证500下跌8.96%，创业板指下跌10.99%。风格方面中间虽然有大小盘剧烈轮动，但总体来看，低估值、高分红的价值风格比较强势。行业层面分化明显，银行、煤炭、公用事业、家用电器涨幅居前；计算机、商贸零售、医药生物、传媒跌幅较大。本基金上半年仓位维持稳定，基于对宏观经济的分析和判断，本基金主要看好低估值和具有海外驱动稳定成长的行业，主要布局在食品饮料、家电、电力设备、机械、银行、公路、核电等防御性行业。本基金将继续以持有人利益至上为准则，以绝对收益为理念，自下而上和行业配置为策略，争取获得较好的投资回报。","declarationDate":"2024-07-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:10.150Z","mo":"上半年内需稍显疲软，但出口形势较好，资本市场中出口驱动型公司表现也相对较好。但展望下半年，随着贸易冲突加剧，出口形势开始变得复杂，海外需求的不确定性也开始加大。反观内需，随着三中全会的召开，高质量发展战略的推进，因地制宜发展新质生产力，国内经济表现出韧性，企稳复苏的可能性较大。因此在投资策略上，会适当调整上半年外需驱动的策略，将更多的关注转移到内需上，比如电力设备、铁路设备、公用事业以及消费品等。经过之前调整后，目前A股估值已经达到历史低位，上市公司治理水平明显上升，通过分红、回购等方式回报股东的收益明显得到提升。因此我们对下半年资本市场的表现相对乐观。","fund":{"_id":3000000010299,"__csrcFundId":8371,"stockCode":"010299","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10299,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:14:46.937Z","status":"normal","name":"南方产业升级混合型证券投资基金","shortName":"南方产业升级混合(010299)","exchange":"jj","followedNum":11,"inceptionDate":"2020-12-06T16:00:00.000Z","fundCollectionId":4000050020000,"currency":"CNY","masterFundShortName":"南方产业升级混合","setUpDate":"2020-12-06T16:00:00.000Z","setUpAssetScale":5761653633.28,"setUpShares":5761653633.28,"pinyin":"nfcysjhhxzqtzjj","managers":[{"stockCode":"8801350688","stockType":"fund_manager","exchange":"fm","tickerId":2519071010,"name":"应帅"}]},"announcement":{"linkText":"南方产业升级混合型证券投资基金2024年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1153782","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd7e7fea5b3eb04dad18","date":"2024-03-30T16:00:00.000Z","stockId":3000000010299,"sao":"2024年开局，经济形势依然比较复杂。外部环境来看，高通胀依旧持续超预期，美国经济韧性较强，降息预期开始摇摆；内部环境而言，一季度国内经济开局平稳，政策符合预期，货币宽松先行，财政相对克制。A股一季度市场大幅波动，在1月下跌后强势反弹，指数表现分化明显。具体来看，一季度沪深300上涨3.1%，中证500下跌2.64%，中证1000下跌7.58%，创业板指下跌3.87%。风格方面轮动剧烈，春节前市场持续下跌，小盘、成长风格跌幅巨大，低估值、价值风格强势，春节后市场偏向前期超跌的成长风格，价值、低估值风格弹性较差。行业层面分化明显，银行、石油石化、煤炭、家用电器涨幅居前；医药生物、计算机、电子跌幅较大。本基金一季度仓位维持稳定，主要布局在食品饮料、煤炭、家电、银行、公路、核电等防御性品种。在季度末，则是较大幅度降低了煤炭仓位，增加了有色股。本基金将继续以持有人利益至上为准则，以绝对收益为理念，自下而上和行业配置为策略，争取获得较好的投资回报。","declarationDate":"2024-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:10.148Z","fund":{"_id":3000000010299,"__csrcFundId":8371,"stockCode":"010299","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10299,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:14:46.937Z","status":"normal","name":"南方产业升级混合型证券投资基金","shortName":"南方产业升级混合(010299)","exchange":"jj","followedNum":11,"inceptionDate":"2020-12-06T16:00:00.000Z","fundCollectionId":4000050020000,"currency":"CNY","masterFundShortName":"南方产业升级混合","setUpDate":"2020-12-06T16:00:00.000Z","setUpAssetScale":5761653633.28,"setUpShares":5761653633.28,"pinyin":"nfcysjhhxzqtzjj","managers":[{"stockCode":"8801350688","stockType":"fund_manager","exchange":"fm","tickerId":2519071010,"name":"应帅"}]},"announcement":{"linkText":"南方产业升级混合型证券投资基金2024年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1077006","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd7e7fea5b3eb04dad17","date":"2023-12-30T16:00:00.000Z","stockId":3000000010299,"sao":"2022年10月之后，疫情政策开始调整，在经历了三年的疫情困难之后，资本市场普遍预计，经济在23年会迎来强劲复苏，股市也因此会有明显反弹。A股一季度开局表现良好，但随着3、4月份宏观数据披露，国内经济复苏程度明显低于预期，尤其是房地产的数据在22年大幅下探后，在23年继续下行；同时企业投资和个人消费也比较疲软，下半年出口也开始承压。A股也因此开始出现回调，2023年沪深300连续第三年调整，全年下跌11.38%；创业板指连续第二年调整，全年下跌19.41%。尽管市场整体下跌，但依然有不少亮点；经营稳定、分红较高的价值股表现继续稳健，比如煤炭、公路、电力等板块全年有所上涨；而以人工智能为代表的科技板块全年表现最佳，不少个股取得了巨大的涨幅。本基金在2023年投资策略上有较大调整，年初对经济复苏较为乐观，增加了复苏链方向的投资；但随着强复苏预期的落空，本基金逐步降低复苏板块，增加了人工智能、一带一路和高分红低估值板块，同时对新能源和军工均有较明显的减持。下半年，随着人工智能和一带一路板块的上涨，本基金大幅降低了它们的配置，同时不断加持煤炭行业。但在四季度明显增加的电子和科技行业，则表现不佳。本基金将继续以持有人利益至上为准则，以绝对收益为理念，自下而上和行业配置为策略，争取获得较好的投资回报。","declarationDate":"2024-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:10.145Z","mo":"展望2024年，经济形势依然比较复杂。外部环境来看，高通胀、经济下行等风险因素下，美联储会开启预防性降息，对全球经济以及资本市场都将造成复杂的影响；内部环境而言，我国的经济增长模式正在发生深刻的变化，不会再依靠地产、基建等传统动能，宏观杠杆大幅抬升的概率也不大，政策依然有定力，经济复苏还是会比较曲折，尤其是在经济结构转型、新旧动能转换的关键时期。尽管经济复苏依然比较复杂和曲折，但我们对A股保持较为乐观的态度。经过两年调整后，目前A股估值已经达到历史低位，上市公司治理水平明显上升，通过分红、回购等方式回报股东的收益明显得到提升。尽管内需疲软，但中国制造业国际竞争力持续上升，不少上市公司的出海战略成为公司发展的重要驱动力。目前新旧动能转换，新兴产业初露曙光，市场预计会有较好的结构性机会。","fund":{"_id":3000000010299,"__csrcFundId":8371,"stockCode":"010299","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10299,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:14:46.937Z","status":"normal","name":"南方产业升级混合型证券投资基金","shortName":"南方产业升级混合(010299)","exchange":"jj","followedNum":11,"inceptionDate":"2020-12-06T16:00:00.000Z","fundCollectionId":4000050020000,"currency":"CNY","masterFundShortName":"南方产业升级混合","setUpDate":"2020-12-06T16:00:00.000Z","setUpAssetScale":5761653633.28,"setUpShares":5761653633.28,"pinyin":"nfcysjhhxzqtzjj","managers":[{"stockCode":"8801350688","stockType":"fund_manager","exchange":"fm","tickerId":2519071010,"name":"应帅"}]},"announcement":{"linkText":"南方产业升级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=1060259","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd7e7fea5b3eb04dad16","date":"2023-09-29T16:00:00.000Z","stockId":3000000010299,"sao":"三季度中国A股市场继续弱势调整，沪深300调整幅度在缩窄，但创业板则有所加速；市场结构方面与上半年出现了明显的变化，煤炭股在三季度出现了不少的涨幅，明显跑赢其他行业，同时大金融板块也开始企稳回升。但上半年表现最好的传媒、计算机和通信跌幅居前，新能源、军工、消费者服务和电子等成长板块继续调整，但汽车、医药消费等板块已经率先开始触底回升。国内宏观经济方面，底部企稳的特征比较明显，稳增长和活跃资本市场政策加码，认房不认贷、存量房贷利率调降等一系列地产政策超预期落地。7-8月官方制造业PMI分别为49.3、49.7，较二季度回升。但宏观经济明显回升还需要大幅加杠杆的政策出现。本基金三季度股票仓位略有下降，大幅清仓主题板块，以及降低计算机和通信的配置，同时大幅增加了煤炭和石化板块，食品饮料和新能源方面维持稳定。本基金将继续以持有人利益至上为准则，以绝对收益为理念，自下而上和行业配置为策略，争取获得较好的投资回报。","declarationDate":"2023-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:10.143Z","fund":{"_id":3000000010299,"__csrcFundId":8371,"stockCode":"010299","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10299,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:14:46.937Z","status":"normal","name":"南方产业升级混合型证券投资基金","shortName":"南方产业升级混合(010299)","exchange":"jj","followedNum":11,"inceptionDate":"2020-12-06T16:00:00.000Z","fundCollectionId":4000050020000,"currency":"CNY","masterFundShortName":"南方产业升级混合","setUpDate":"2020-12-06T16:00:00.000Z","setUpAssetScale":5761653633.28,"setUpShares":5761653633.28,"pinyin":"nfcysjhhxzqtzjj","managers":[{"stockCode":"8801350688","stockType":"fund_manager","exchange":"fm","tickerId":2519071010,"name":"应帅"}]},"announcement":{"linkText":"南方产业升级混合型证券投资基金2023年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=993804","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd7e7fea5b3eb04dad15","date":"2023-06-29T16:00:00.000Z","stockId":3000000010299,"sao":"市场上半年窄幅区间震荡，上证指数累计涨幅为3.65%。随着疫情政策的调整，市场预期经济强复苏，因此一季度市场震荡上涨。但随着3月和4月经济数据的披露，复苏预期得到修正，消费和复苏链等行业出现较为明显的调整。经济复苏不及预期的背景下，行业分化较为明显：在数字经济、人工智能等因素的带动下，TMT板块涨幅居前，通信（申万）、 传媒（申万）及计算机（申万）指数在上半年的涨幅分别达到了51%、43%、28%；而受宏观经济弱复苏、地产数据不达预期的影响下，消费、金融地产以及复苏链板块均出现了调整。新能源、军工等成长赛道在上半年继续震荡调整，低估值的公用事业、家电等板块表现较好。机器人、一带一路等主题在上半年获得了较为明显的涨幅。本基金上半年投资策略有所调整，年初对经济复苏较为乐观，增加了复苏链方向的投资；但随着经济复苏不如预期，本基金逐步降低复苏板块，增加了人工智能和一带一路主题，同时对新能源和军工均有较明显的减持，增加了公用事业等低估值方向。随着人工智能和一带一路板块的上涨，本基金逐步降低了它们的配置，同时开始增加消费品配置。本基金将继续以持有人利益至上为准则，以绝对收益为理念，自下而上和行业配置为策略，争取获得较好的投资回报。","declarationDate":"2023-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:10.140Z","mo":"尽管上半年宏观经济和地产数据不如年初预期，但经济的韧性和亮点并不缺乏，我们预计下半年稳增长政策会适当加大力度，经济逐步企稳复苏。上半年A股市场平稳，但结构特征明显，主题板块活跃，低估值方向稳健防御，成长赛道继续调整；但我们预计随着经济复苏预期提升，市场风格会发生改变，主题方向不再是下半年的投资热点，经济复苏板块会逐步成为关注焦点，化工、有色、建材等周期性行业的表现可能会更有机会，稳定增长的消费板块预计会获得长期资金的关注。","fund":{"_id":3000000010299,"__csrcFundId":8371,"stockCode":"010299","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10299,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:14:46.937Z","status":"normal","name":"南方产业升级混合型证券投资基金","shortName":"南方产业升级混合(010299)","exchange":"jj","followedNum":11,"inceptionDate":"2020-12-06T16:00:00.000Z","fundCollectionId":4000050020000,"currency":"CNY","masterFundShortName":"南方产业升级混合","setUpDate":"2020-12-06T16:00:00.000Z","setUpAssetScale":5761653633.28,"setUpShares":5761653633.28,"pinyin":"nfcysjhhxzqtzjj","managers":[{"stockCode":"8801350688","stockType":"fund_manager","exchange":"fm","tickerId":2519071010,"name":"应帅"}]},"announcement":{"linkText":"南方产业升级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=967069","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd7e7fea5b3eb04dad14","date":"2023-03-30T16:00:00.000Z","stockId":3000000010299,"sao":"今年一季度市场整体震荡小幅上行，从风格上来看，小市值好于大股票；而从细分行业来看，结构分化极其严重，计算机行业，尤其是人工智能相关主题的股票继续大幅上涨，而新能源和军工持续调整，医药消费表现也偏弱；同时一带一路主题以及中特估出现了震荡上涨的行情。而国内经济复苏大幅低于预期，因此复苏类板块也出现调整走势，比如化工、水泥。本基金一季度仓位保持稳定，主要是增加了一带一路和计算机，大幅降低了军工和新能源汽车的配置，同时也增加了经济复苏主线的周期股，比如化工、水泥和钢铁。本基金将继续以持有人利益至上为准则，以绝对收益为理念，自下而上和行业配置为策略，争取获得较好的投资回报。","declarationDate":"2023-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:10.138Z","fund":{"_id":3000000010299,"__csrcFundId":8371,"stockCode":"010299","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10299,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:14:46.937Z","status":"normal","name":"南方产业升级混合型证券投资基金","shortName":"南方产业升级混合(010299)","exchange":"jj","followedNum":11,"inceptionDate":"2020-12-06T16:00:00.000Z","fundCollectionId":4000050020000,"currency":"CNY","masterFundShortName":"南方产业升级混合","setUpDate":"2020-12-06T16:00:00.000Z","setUpAssetScale":5761653633.28,"setUpShares":5761653633.28,"pinyin":"nfcysjhhxzqtzjj","managers":[{"stockCode":"8801350688","stockType":"fund_manager","exchange":"fm","tickerId":2519071010,"name":"应帅"}]},"announcement":{"linkText":"南方产业升级混合型证券投资基金2023年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=890203","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd7e7fea5b3eb04dad13","date":"2022-12-30T16:00:00.000Z","stockId":3000000010299,"sao":"2022年的A股市场跌宕起伏，全年出现了一定幅度的下跌；外部环境风险丛生，俄乌冲突导致能源危机，美国通货膨胀导致利率加速上行，全球风险资产普遍回落；国内方面，疫情防控依然不可松懈，而房地产市场出现了周期性大幅回撤，消费也受到明显抑制，国内经济增速明显回落。分季度来看，中国A股市场前三季度大幅震荡下跌，尤其是一季度，市场出现了恐慌式杀跌，虽然二季度大幅度反弹，但在三季度又开始出现逐步回落。进入四季度之后，市场出于对疫情的恐惧以及美国加息带来外部环境的不确定性所导致的风险，市场依旧处于下跌态势，尤其是成长板块依然表现不佳。但市场开始出现了明显的变化，超跌股比如医药消费普遍反弹，以计算机为代表的安全自主板块则表现出了较大的涨幅。更为关注的是，12月份政策已经发生明显逆转，最为重要的是抗疫政策正式全面转向，工作重心重回经济发展，也代表了疫情虽可能带来阵痛，但对经济的压制在未来会明显消除。同时，我们看到四季度香港开始底部大幅度反弹，也说明了外部资金对于中国经济政治的观点开始有所改变，外部资金的持续回流是香港市场转暖的根本原因，当然本质上主要还是国内重心重回经济增长以及产业政策开始放松所导致。本基金全年仓位保持平稳，年初主要配置在消费、新能源、军工和金融，之后，新能源和军工有所减持，增加了交运、环保等低估值板块；同时，通过自下而上的寻找和布局了中小市值的成长股，其中有交运、半导体材料、新能源材料。最为不足的是，在能源危机的背景下，传统能源没有给与更多的重视，因此基本错失了煤炭和石油板块的投资机会；主要是我们认为能源危机也可促使新能源得到高速增长的机会，因此依然布局较多的新能源板块。另外，在12月份疫情政策在明显反转的情况下，对于消费板块没有快速提升配置。本基金将继续以持有人利益至上为准则，以绝对收益为理念，自下而上和行业配置为策略，争取获得较好的投资回报。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:10.135Z","mo":"展望未来，美国加息周期接近尾声，通胀明年预计大幅好转，美债压制因素基本可以缓解；国内产业方面的政策底已现，防疫政策也已经发生不可逆的根本性改变，市场未来有望进入明确反转的行情。年初感染高峰，经济依然表现不佳，市场依然比较犹豫。但我们对于明年行情比较乐观，预计可能是长期牛市的起点。经济方面，国外受高利率影响，经济有回落风险，而国内疫情政策的放开，内需将稳定复苏，宏观经济预计出现明显的反弹。策略方面，随着上游价格的回落，新能源的需求依然有保障，而随着国内经济的复苏反弹，顺周期的化工、交运和有色等板块，也预计会有较好表现。","fund":{"_id":3000000010299,"__csrcFundId":8371,"stockCode":"010299","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10299,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:14:46.937Z","status":"normal","name":"南方产业升级混合型证券投资基金","shortName":"南方产业升级混合(010299)","exchange":"jj","followedNum":11,"inceptionDate":"2020-12-06T16:00:00.000Z","fundCollectionId":4000050020000,"currency":"CNY","masterFundShortName":"南方产业升级混合","setUpDate":"2020-12-06T16:00:00.000Z","setUpAssetScale":5761653633.28,"setUpShares":5761653633.28,"pinyin":"nfcysjhhxzqtzjj","managers":[{"stockCode":"8801350688","stockType":"fund_manager","exchange":"fm","tickerId":2519071010,"name":"应帅"}]},"announcement":{"linkText":"南方产业升级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=873783","linkType":"P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，但目前来看，不少板块已经回调幅度较大，估值压力相对前期减少许多，加上货币政策相对宽松以及稳增长预期较强，因此对后市不宜悲观。调整之后，我们继续看好代表碳中和方向的高成长行业。","fund":{"_id":3000000010299,"__csrcFundId":8371,"stockCode":"010299","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10299,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:14:46.937Z","status":"normal","name":"南方产业升级混合型证券投资基金","shortName":"南方产业升级混合(010299)","exchange":"jj","followedNum":11,"inceptionDate":"2020-12-06T16:00:00.000Z","fundCollectionId":4000050020000,"currency":"CNY","masterFundShortName":"南方产业升级混合","setUpDate":"2020-12-06T16:00:00.000Z","setUpAssetScale":5761653633.28,"setUpShares":5761653633.28,"pinyin":"nfcysjhhxzqtzjj","managers":[{"stockCode":"8801350688","stockType":"fund_manager","exchange":"fm","tickerId":2519071010,"name":"应帅"}]},"announcement":{"linkText":"南方产业升级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=716825","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd7e7fea5b3eb04dad0e","date":"2021-09-29T16:00:00.000Z","stockId":3000000010299,"sao":"2021年第一季度，A股冲高回落，市场出现了较大幅度的震荡。第二季度，市场出现了一定幅度的反弹，创业板和医药板块反弹明显。而到了三季度，市场则出现了较为明显的普跌，同时板块轮动明显加速。医药消费和新能源在三季度表现比较差，而周期和中小市值板块表现较好。本基金三季度继续维持较高仓位，行业配置方面减少了白酒和医药的配置，增加了新能源和军工，同时适度参与了部分周期板块。总体而言，行业更为均衡和分散，用来降低整体组合回撤的风险。未来本基金还将继续以绝对收益为投资理念，自下而上，精选个股，力争持续为持有人创造收益。","declarationDate":"2021-10-26T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:10.122Z","fund":{"_id":3000000010299,"__csrcFundId":8371,"stockCode":"010299","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10299,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:14:46.937Z","status":"normal","name":"南方产业升级混合型证券投资基金","shortName":"南方产业升级混合(010299)","exchange":"jj","followedNum":11,"inceptionDate":"2020-12-06T16:00:00.000Z","fundCollectionId":4000050020000,"currency":"CNY","masterFundShortName":"南方产业升级混合","setUpDate":"2020-12-06T16:00:00.000Z","setUpAssetScale":5761653633.28,"setUpShares":5761653633.28,"pinyin":"nfcysjhhxzqtzjj","managers":[{"stockCode":"8801350688","stockType":"fund_manager","exchange":"fm","tickerId":2519071010,"name":"应帅"}]},"announcement":{"linkText":"南方产业升级混合型证券投资基金2021年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=658904","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd7e7fea5b3eb04dad0d","date":"2021-06-29T16:00:00.000Z","stockId":3000000010299,"sao":"2021年第一季度，A股冲高回落，市场出现了较大幅度的震荡。第二季度，市场出现了一定幅度的反弹，尤其是创业板反弹幅度较大，板块方面，则是新能源、医药和半导体表现优异，这些板块和个股二季度基本面强劲，业绩大幅超预期。而顺周期的银行、化工以及有色等板块均继续调整。由于疫情的反复，经济复苏的不确定性增加，但同时，稳健的货币政策得以延续，市场风险偏好明显提升。本基金上半年继续维持较高仓位，行业配置主要集中在白酒、医药和新能源汽车，对于光伏和化工则有所减持，基本保持了银行的配置。未来本基金还将继续以绝对收益为投资理念，自下而上，精选个股，力争持续为持有人创造收益。","declarationDate":"2021-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:10.119Z","mo":"二季度市场反弹较大,但结构性行情为主,核心资产大部分又回到高估值状态.市场整体风险因业绩可能不达预期而加大.进入三季度,正是半年报公布时间窗口,业绩将极大影响公司股价的表现.因此,三季度的投资着眼点是半年报业绩超预期的行业和个股,目前来看,新能源\\半导体\\和军工有希望成为结构性上涨的主要板块.","fund":{"_id":3000000010299,"__csrcFundId":8371,"stockCode":"010299","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10299,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:14:46.937Z","status":"normal","name":"南方产业升级混合型证券投资基金","shortName":"南方产业升级混合(010299)","exchange":"jj","followedNum":11,"inceptionDate":"2020-12-06T16:00:00.000Z","fundCollectionId":4000050020000,"currency":"CNY","masterFundShortName":"南方产业升级混合","setUpDate":"2020-12-06T16:00:00.000Z","setUpAssetScale":5761653633.28,"setUpShares":5761653633.28,"pinyin":"nfcysjhhxzqtzjj","managers":[{"stockCode":"8801350688","stockType":"fund_manager","exchange":"fm","tickerId":2519071010,"name":"应帅"}]},"announcement":{"linkText":"南方产业升级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=636964","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd7e7fea5b3eb04dad0c","stockId":3000000010299,"sao":"中国资本市场刚经历完动荡起伏的2020年，马上进入了2021年。而2021年的短短的一季度，A股表现出了超级情绪化的一面，春节前的极度乐观，到春节后大幅下跌后的极度悲观。市场犹如过山车，股票价格回撤幅度巨大。同时，市场风格也发生了非常大的变化，行业龙头以及去年涨幅较大的赛道股都出现了巨大的回落，而中小个股以及不少传统行业则表现优异。本基金今年一季度仓位有所降低，大量增加了银行和化工的配置，减少了光伏行业的配置。从宏观面上来看，去年全球经济受疫情影响表现不佳，今年预计会有所反弹。而中国去年应对疫情方面谨慎高效，经济表现一直不错，预计2021年继续复苏。因此从基本面来看，资本市场在经历调整之后，今年后面三个季度还是可以谨慎乐观。未来本基金还将继续以绝对收益为投资理念，自下而上，精选个股，争取持续为持有人创造收益。","date":"2021-03-30T16:00:00.000Z","declarationDate":"2021-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:10.117Z","fund":{"_id":3000000010299,"__csrcFundId":8371,"stockCode":"010299","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10299,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:14:46.937Z","status":"normal","name":"南方产业升级混合型证券投资基金","shortName":"南方产业升级混合(010299)","exchange":"jj","followedNum":11,"inceptionDate":"2020-12-06T16:00:00.000Z","fundCollectionId":4000050020000,"currency":"CNY","masterFundShortName":"南方产业升级混合","setUpDate":"2020-12-06T16:00:00.000Z","setUpAssetScale":5761653633.28,"setUpShares":5761653633.28,"pinyin":"nfcysjhhxzqtzjj","managers":[{"stockCode":"8801350688","stockType":"fund_manager","exch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