window.pageData = {"stock":{"_id":3000000010412,"stockCode":"010412","shortName":"汇安均衡优选混合A","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10412,"masterFundFlag":1,"status":"normal","name":"汇安均衡优选混合型证券投资基金","exchange":"jj","inceptionDate":"2021-02-08T16:00:00.000Z","followedNum":6,"fundCollectionId":4000051300000,"currency":"CNY","masterFundShortName":"汇安均衡优选混合","setUpDate":"2021-02-08T16:00:00.000Z","setUpAssetScale":820388504.2,"setUpShares":820388504.2,"pinyin":"hajhyxhhxzqtzjj","fundCollection":{"exchange":"jjgs","stockType":"fund_collection","stockCode":"51300000","tickerId":51300000,"name":"汇安基金管理有限责任公司"},"managers":[{"name":"邹唯","stockType":"fund_manager","stockCode":"8801314301","exchange":"fm","tickerId":2623060030}],"hotMetrics":{"fss":{"stockId":3000000010412,"type":"fss","f_s_s_d":"2024-06-29T16:00:00.000Z","f_ins_h_s_r":0.2091,"f_ins_h_s_r_c_hy":0.07470000000000002,"f_ins_h_s_r_c_1y":0.04899999999999999,"f_ind_h_s_r":0.7909,"f_ind_h_s_r_c_hy":-0.07469999999999999,"f_ind_h_s_r_c_1y":-0.04899999999999993,"f_h_a":15576,"f_h_s_a":34412,"last_data_date":"2025-06-29T16:00:00.000Z"},"fpr":{"stockId":3000000010412,"type":"fpr","f_p_r_fys_ssc":8993,"f_p_r_fys_ssrp":0.605538256227758,"f_p_r_m1_ssc":9217,"f_p_r_m1_ssrp":0.6446397569444444,"f_p_r_m3_ssc":9089,"f_p_r_m3_ssrp":0.44399207746478875,"f_p_r_m6_ssc":8808,"f_p_r_m6_ssrp":0.8487566708300216,"f_p_r_y1_ssc":8330,"f_p_r_y1_ssrp":0.38383959659022693,"f_p_r_y2_ssc":7721,"f_p_r_y2_ssrp":0.21036269430051813,"f_p_r_y3_ssc":6925,"f_p_r_y3_ssrp":0.48353552859618715,"f_cagr_p_r_fs_ssc":9135,"f_cagr_p_r_fs_ssrp":0.6892927523538428,"f_p_r_y5_ssc":4312,"f_p_r_y5_ssrp":0.24565066109951286},"fp":{"stockId":3000000010412,"type":"fp","f_p_r_fys":0.039421695402299006,"f_p_r_m1":0.020003524850193743,"f_p_r_m3":0.03746526844133724,"f_p_r_m6":-0.005925798694606743,"f_p_r_y1":0.3930677578529309,"f_cagr_p_r_fs":0.02826639588867108,"f_p_r_d1":-0.006310622881851247,"f_p_r_y2":0.7569823922282939,"f_p_r_y3":0.22499735421737665,"last_data_date":"2026-05-07T16:00:00.000Z","f_p_r_y5":0.36497641509433953},"ff":{"stockId":3000000010412,"type":"ff","f_m_f":2719950,"f_m_f_r":0.012,"f_c_f":453324,"f_c_f_r":0.002,"f_m_a_c_f":3173274,"f_m_a_c_f_r":0.014,"f_m_c_f_d":"2024-09-29T16:00:00.000Z","f_c_fr":0.002,"f_fr_d":"2025-11-30T16:00:00.000Z","f_m_fr":0.012,"f_mac_fr":0.014},"f_nlacan":{"stockId":3000000010412,"type":"f_nlacan","f_nv_d":"2026-05-07T16:00:00.000Z","f_nv":1.1575,"f_nv_cr":0.0013842027857080552},"f_as":{"stockId":3000000010412,"type":"f_as","f_tas":346747396.0596,"f_tas_d":"2026-03-30T16:00:00.000Z"}},"masterSlaveFunds":[{"_id":3000000026139,"name":"汇安均衡优选混合型证券投资基金","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","status":"normal","stockCode":"026139","tickerId":26139,"shortName":"汇安均衡优选混合C","currency":"CNY","__csrcFundId":8694,"exchange":"jj","masterFundFlag":null,"indexFundFlag":null,"activeFundFlag":null,"etfFundFlag":null,"lofFundFlag":null,"pensionTargetFlag":null,"feederFundFlag":null,"classificationFlag":null,"closedEnd":null,"lastUpdated":"2025-12-15T08:10:17.153Z","inceptionDate":"2025-11-30T16:00:00.000Z","pinyin":"hajhyxhhxzqtzjj","fundCollectionId":4000051300000}],"shareholdings":[{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000010412,"stockId":600350,"holdings":2693600,"marketCap":28821520,"netValueRatio":0.0801,"quarterlyChange":0.09743589743589709,"stock":{"stockCode":"600350","exchange":"sh","stockType":"company","tickerId":600350,"name":"山东高速"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000010412,"stockId":600377,"holdings":2326700,"marketCap":28036735,"netValueRatio":0.0779,"quarterlyChange":-0.004954582989263989,"stock":{"stockCode":"600377","exchange":"sh","stockType":"company","tickerId":600377,"name":"宁沪高速"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000010412,"stockId":600012,"holdings":1809015,"marketCap":27949281,"netValueRatio":0.0777,"quarterlyChange":0.04251012145748856,"stock":{"stockCode":"600012","exchange":"sh","stockType":"company","tickerId":600012,"name":"皖通高速"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000010412,"stockId":1965,"holdings":2804500,"marketCap":27652370,"netValueRatio":0.0769,"quarterlyChange":-0.02182539682539608,"stock":{"stockCode":"001965","exchange":"sz","stockType":"company","tickerId":1965,"name":"招商公路"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000010412,"stockId":429,"holdings":2111600,"marketCap":27556380,"netValueRatio":0.0766,"quarterlyChange":0.10780984719864217,"stock":{"stockCode":"000429","exchange":"sz","stockType":"company","tickerId":429,"name":"粤高速A"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000010412,"stockId":601088,"holdings":358900,"marketCap":16778575,"netValueRatio":0.0466,"quarterlyChange":0.15432098765432145,"stock":{"stockCode":"601088","exchange":"sh","stockType":"company","tickerId":601088,"name":"中国神华"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000010412,"stockId":600674,"holdings":1035100,"marketCap":15412639,"netValueRatio":0.0428,"quarterlyChange":0.07122302158273452,"stock":{"stockCode":"600674","exchange":"sh","stockType":"company","tickerId":600674,"name":"川投能源"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000010412,"stockId":600285,"holdings":686300,"marketCap":15338805,"netValueRatio":0.0426,"quarterlyChange":0.07918879768227938,"stock":{"stockCode":"600285","exchange":"sh","stockType":"company","tickerId":600285,"name":"羚锐制药"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000010412,"stockId":600323,"holdings":514330,"marketCap":15090442,"netValueRatio":0.0419,"quarterlyChange":0.025874125874125742,"stock":{"stockCode":"600323","exchange":"sh","stockType":"company","tickerId":600323,"name":"瀚蓝环境"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000010412,"stockId":600901,"holdings":2241600,"marketCap":15063552,"netValueRatio":0.0419,"quarterlyChange":0.09803921568627527,"stock":{"stockCode":"600901","exchange":"sh","stockType":"company","tickerId":600901,"name":"江苏金租"}}],"lastFsMetrics":{"latestTurnoverRate":0.3381109378394995,"latestTurnoverRateDate":"2025-06-29T16:00:00.000Z"}},"list":[{"_id":"69e8eb3e1398d79843fe9089","date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","stockId":3000000010412,"sao":"市场回顾：2026年一季度，A股市场呈现\"冲高回落、企稳整理\"格局。1月延续强势，上证指数一度突破4100点；2-3月受地缘冲突等因素影响震荡回调，3月单月沪指下跌6.51%，创逾4年来最大单月跌幅。周期资源股领涨，科技成长股出现回调，市场风格明显切换。截止季度末，上证收3891.86，区间涨跌幅-1.94%，深证成指收13478.06，区间涨跌幅-0.35%，创业板收3184.95，区间涨跌幅-0.57%；行业层面：排名前5：煤炭+16.83%，石油石化+15.36%，综合+13.67%，公用事业+9.21%，建筑材料8.18%；排名后5：非银金融-14.98%，商贸零售-14.43%，美容护理-8.9%，传媒-7.6%，房地产-7.50%。操作回顾：报告期内，我们延续去年四季度的观点，一方面当前激增的AI相关资本开支会带来自由现金流的压力，另一方面部分材料及能源等环节的瓶颈，可能会限制未来实际的数据中心建设进度。同时地缘冲突对能源稳定、通胀预期的宏观影响，可能进一步推升数据中心的融资、建设与运营成本，也可能对全球的经济增长前景带来压力。组合仍维持相对防御的持仓，等待风险释放后的配置机会。","lastUpdated":"2026-04-22T15:37:34.551Z","fund":{"_id":3000000010412,"__csrcFundId":8694,"stockCode":"010412","shortName":"汇安均衡优选混合(010412)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10412,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:17:53.943Z","status":"normal","name":"汇安均衡优选混合型证券投资基金","exchange":"jj","inceptionDate":"2021-02-08T16:00:00.000Z","followedNum":6,"fundCollectionId":4000051300000,"currency":"CNY","masterFundShortName":"汇安均衡优选混合","setUpDate":"2021-02-08T16:00:00.000Z","setUpAssetScale":820388504.2,"setUpShares":820388504.2,"pinyin":"hajhyxhhxzqtzjj","managers":[{"stockCode":"8801314301","stockType":"fund_manager","exchange":"fm","tickerId":2623060030,"name":"邹唯"}]},"announcement":{"linkText":"汇安均衡优选混合型证券投资基金2026年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1477459","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd997fea5b3eb04dc9db","date":"2025-12-30T16:00:00.000Z","declarationDate":"2026-01-21T16:00:00.000Z","stockId":3000000010412,"sao":"市场回顾：2025年四季度，市场整体呈高位宽幅震荡走势，科技成长股在10-11月明显回调，12月反弹尚未收复全部跌幅。截止季度末，上证收3968.86，区间涨跌幅+2.2%，深证综指收2530.96，区间涨跌幅+0.5%，科创50收1344.20，区间涨跌幅-10.1%，创业板收3203.17，区间涨跌幅-1.1%；行业层面：排名前5：有色金属+16.2%，石油石化+15.3%，通信+13.6%，国防军工+13.1%，轻工制造+7.5%；排名后5：医药生物-9.3%，房地产-8.9%，美容护理-8.8%，计算机-7.6%，传媒-6.3%。操作回顾：报告期内，组合对累积涨幅较大的科技成长行业进行了大幅减配。以AI为代表的新兴产业在过去两年带动了科技成长行业在业绩端的持续高增长，25年全年来看，业绩端和估值端出现了共振上升。站在四季度来看，我们认为应该重新去审视科技行业未来中长期增长的确定性和估值匹配度，需要关注整个行业在资本开支、现金流等方面的可持续性。再结合市场配置的集中度、交易拥挤度等资金层面的考量，来重新考量科技成长行业的中长期回报空间。国内方面，以全球AI资本开支为核心需求的逻辑，在三季度驱动科技成长行业的股价上涨。券商根据公募基金三季报数据统计，截至2025年三季度末，公募基金对TMT板块配置比例已达40.16%，超过新能源为代表的产业周期行情历史峰值。结合三季报业绩来看，部分算力产业链企业三季度业绩增速不及市场乐观预期。当前机构高集中的持仓比例，而相对低于预期的实际业绩表现，预计会导致相关标的的未来潜在回报存在大幅收敛的可能。海外方面，市场也对当前激增的AI相关资本开始展现出担忧情绪。一方面，算力效率跃升，模型架构优化大幅降低单位推理成本，可能一定程度上削弱算力的供需缺口，另一方面，美国多个州已出现电网容量告急，电力瓶颈可能会限制未来实际的数据中心建设进度。而行业中激进的代表公司甲骨文，在财报披露后，再次引发市场对于公司现金流持续性的担忧。公司自由现金流达到-132亿美元，创下自1992年以来首次季度自由现金流转负，同时资本开支却激增至120亿美元，占当季营收75%，全年预期上调至500亿美元，债务规模突破1000亿美元。尤其当前美国数据中心投资已贡献近1%的美国GDP增长，一旦该引擎减速，不仅冲击科技板块，还可能拖累整体经济，形成负反馈循环。展望中长期，我们对国内权益市场仍维持乐观判断，随着国内稳增长政策继续推进，地产对整体经济拖累程度进一步降低，反内卷政策缓解无序的价格竞争，国内市场可能迎来更广泛的业绩复苏，以消费为代表的顺周期板块，在未来迎来将是更值得配置的方向。","lastUpdated":"2026-03-09T13:39:37.308Z","fund":{"_id":3000000010412,"__csrcFundId":8694,"stockCode":"010412","shortName":"汇安均衡优选混合(010412)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10412,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:17:53.943Z","status":"normal","name":"汇安均衡优选混合型证券投资基金","exchange":"jj","inceptionDate":"2021-02-08T16:00:00.000Z","followedNum":6,"fundCollectionId":4000051300000,"currency":"CNY","masterFundShortName":"汇安均衡优选混合","setUpDate":"2021-02-08T16:00:00.000Z","setUpAssetScale":820388504.2,"setUpShares":820388504.2,"pinyin":"hajhyxhhxzqtzjj","managers":[{"stockCode":"8801314301","stockType":"fund_manager","exchange":"fm","tickerId":2623060030,"name":"邹唯"}]},"announcement":{"linkText":"汇安均衡优选混合型证券投资基金2025年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1460517","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd997fea5b3eb04dc9da","date":"2025-09-29T16:00:00.000Z","declarationDate":"2025-10-27T16:00:00.000Z","stockId":3000000010412,"sao":"市场回顾：2025年三季度，7-8月市场强势上涨，9月维持高位震荡，科技成长股领涨市场。截止季度末，上证收3882.78，区间涨跌幅+13.4%，深证综指收2519.42，区间涨跌幅+22.7%，创业板收3238.16，区间涨跌幅+52.4%，万得全A收6348.94，区间涨跌幅+20.5%；行业层面：前5：通信+41.46%，电子+49.73%，电力设备+46.67%，有色金属+41.98%，机械设备+27.13%；后5：银行-10.50%，交通运输+0.52%，石油石化+1.87%，公用事业+2.53%，食品饮料+2.93%。操作回顾：报告期内，我们对权益市场长期走势维持乐观判断，组合配置上，在国内整体经济稳定、产业上向高质量发展的大背景下，去寻找中长期具备比较优势的结构性机会。我们认为高质量发展的内涵是发展具备全球竞争力的高精尖产业，解决卡脖子问题，提高增长的质量和可持续性。因此组合更多地继续布局在科技成长类行业。","lastUpdated":"2026-03-09T13:39:37.305Z","fund":{"_id":3000000010412,"__csrcFundId":8694,"stockCode":"010412","shortName":"汇安均衡优选混合(010412)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10412,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:17:53.943Z","status":"normal","name":"汇安均衡优选混合型证券投资基金","exchange":"jj","inceptionDate":"2021-02-08T16:00:00.000Z","followedNum":6,"fundCollectionId":4000051300000,"currency":"CNY","masterFundShortName":"汇安均衡优选混合","setUpDate":"2021-02-08T16:00:00.000Z","setUpAssetScale":820388504.2,"setUpShares":820388504.2,"pinyin":"hajhyxhhxzqtzjj","managers":[{"stockCode":"8801314301","stockType":"fund_manager","exchange":"fm","tickerId":2623060030,"name":"邹唯"}]},"announcement":{"linkText":"汇安均衡优选混合型证券投资基金2025年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1378240","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd997fea5b3eb04dc9d9","date":"2025-06-29T16:00:00.000Z","stockId":3000000010412,"sao":"市场回顾：2025年上半年，市场宽幅震荡，市场权重指数整体涨幅不大，但是各种主题机会给市场带来了一些结构性的机会。截止二季度末，上证收3444.43，区间涨跌幅6.86%，深证收10465.12，区间涨跌幅6.58%，创业板收2153.01，区间涨跌幅7.90%，全A收5314.87， 区间涨跌幅11.2%；指数层面，沪市、创业板指、全A指数表现优于深市。 行业层面：前5：有色金属+28.09%，通信+17.45%，钢铁+17.39%，机械+17.12%， 医药生物+16.91%；后5：煤炭-5.53%，食品饮料-4.08%，房地产-1.66%，商贸零售-0.63%，交运+0.54%。 操作回顾： 报告期内，一方面我们对市场长期走势持乐观判断；另一方面我们整体配置变化较小。从投资策略和投资方法来看，我们希望从长期视角出发，在中国经济整体企稳、结构上向高质量发展的大背景下，去寻找中长期具备比较优势的结构性机会。我们认为高质量发展的内涵是发展具备全球竞争力的高精尖产业，解决卡脖子问题，提高增长的质量和可持续性。","declarationDate":"2025-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:37.303Z","mo":"展望未来，国内政策主导下的经济复苏情况，才是影响市场长期走势的核心因素。预计随着国内稳增长政策的落实推进，国内宏观经济企稳的态势会越来越明确，基于2-3年的中长期视角，当前权益市场仍是很好的配置区间。但整体国内经济处于换挡期，在“高质量发展”的政策导向主导下，淡化总量增速，寻找结构性景气方向是未来很长一段时间的选择。我们仍将保持科技成长方向作为重点配置方向。","fund":{"_id":3000000010412,"__csrcFundId":8694,"stockCode":"010412","shortName":"汇安均衡优选混合(010412)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10412,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:17:53.943Z","status":"normal","name":"汇安均衡优选混合型证券投资基金","exchange":"jj","inceptionDate":"2021-02-08T16:00:00.000Z","followedNum":6,"fundCollectionId":4000051300000,"currency":"CNY","masterFundShortName":"汇安均衡优选混合","setUpDate":"2021-02-08T16:00:00.000Z","setUpAssetScale":820388504.2,"setUpShares":820388504.2,"pinyin":"hajhyxhhxzqtzjj","managers":[{"stockCode":"8801314301","stockType":"fund_manager","exchange":"fm","tickerId":2623060030,"name":"邹唯"}]},"announcement":{"linkText":"汇安均衡优选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=1350080","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd997fea5b3eb04dc9d8","date":"2025-03-30T16:00:00.000Z","stockId":3000000010412,"sao":"市场回顾：20025年一季度，市场在一月初连续调整，随后逐步收复失地，整个一季度以宽幅震荡为主；截止季度末，上证收3335.75，区间涨跌幅-0.48%，深证收10504.33，区间涨跌幅0.86%，创业板收2103.70，区间涨跌幅-1.77%，全A收5117.29，区间涨跌幅1.90%。行业层面：前5：有色金属+11.34%，汽车+11.30%，机械+8.85%，计算机+7.87%，传媒+5.66%；后5：煤炭-10.70%，商贸零售-7.41%，非银金融-6.18%，石油石化-5.93%，房地产-5.52%。报告期内，市场结构性行情显著，不同行业表现分化明显，同时市场整体成交情况比较活跃。以Deepseek概念为首的人工智能板块以及机器人板块成为一季度市场表现较好的方向，煤炭等行业表现居后。市场风格方面，小盘成长风格在一季度表现较好。操作回顾：报告期内，我们整体配置变化较小，对我们来说，更多的是要从长期投资角度去寻找结构性的机会；我们希望把视角放到两到三年甚至更久的维度，去寻找到能够长大的行业和个股。目前来看，整体宏观环境趋于稳定，因为处于动力换挡期，国内经济整体趋于平淡但是却极具韧性；因此，我们寻找到的结构性机会更多的出现在科技成长类行业，这也是我们目前配置的主要方向。","declarationDate":"2025-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:37.300Z","fund":{"_id":3000000010412,"__csrcFundId":8694,"stockCode":"010412","shortName":"汇安均衡优选混合(010412)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10412,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:17:53.943Z","status":"normal","name":"汇安均衡优选混合型证券投资基金","exchange":"jj","inceptionDate":"2021-02-08T16:00:00.000Z","followedNum":6,"fundCollectionId":4000051300000,"currency":"CNY","masterFundShortName":"汇安均衡优选混合","setUpDate":"2021-02-08T16:00:00.000Z","setUpAssetScale":820388504.2,"setUpShares":820388504.2,"pinyin":"hajhyxhhxzqtzjj","managers":[{"stockCode":"8801314301","stockType":"fund_manager","exchange":"fm","tickerId":2623060030,"name":"邹唯"}]},"announcement":{"linkText":"汇安均衡优选混合型证券投资基金2025年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1276608","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd997fea5b3eb04dc9d7","date":"2024-12-30T16:00:00.000Z","stockId":3000000010412,"sao":"市场回顾：2024 年市场经历了前三个季度的宽幅震荡，在三季度末迎来了一波快速的修复，全年来看，指数在震荡中实现正收益。截止年末，上证指数收3351.76，区间涨跌幅12.67%，深证收10414.61，区间涨跌幅9.34%，创业板收2141.60，区间涨跌幅 13.23%，全A收5021.86，区间涨跌幅10.00%。行业层面：前 5：银行 +42.84%，非银行金融+33.67%，家电+31.35%，通信+27.41%，交通运输+18.41%；后 5：医药-12.83%，农林牧渔-9.55%，消费者服务-8.70%，房地产-5.40%，食品饮料-5.38%。操作回顾：报告期内，市场宽幅震荡上行，市场风险偏好在三季度末迎来了一波显著的修复。行业层面来看，分化依然存在。报告期内，我们从长期基本面出发，寻找有长期成长逻辑的投资机会，我们认为：一方面，市场估值处于历史极低水平，另一方面，结构上来看，“高质量发展”主线具备更好的成长空间和成长确定性。目前来看，我们认为国产替代、新技术创新是未来比较好的投资方向。回顾全年，我们更多的布局在科技成长行业。","declarationDate":"2025-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:37.297Z","mo":"展望未来，我们认为市场整体层面机会大于风险，一方面国内来看，经济转型、产业升级的正向拉动作用越来越强，另一方面，海外层面不排除还会有波动，但是国内政策层面的持续发力会托举经济和市场的预期，因此整体来看市场从盈利端到估值端都有上升的动力。结构上来看，我们认为国产替代、新质生产力等更具成长优势的领域会是比较好的投资方向。","fund":{"_id":3000000010412,"__csrcFundId":8694,"stockCode":"010412","shortName":"汇安均衡优选混合(010412)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10412,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:17:53.943Z","status":"normal","name":"汇安均衡优选混合型证券投资基金","exchange":"jj","inceptionDate":"2021-02-08T16:00:00.000Z","followedNum":6,"fundCollectionId":4000051300000,"currency":"CNY","masterFundShortName":"汇安均衡优选混合","setUpDate":"2021-02-08T16:00:00.000Z","setUpAssetScale":820388504.2,"setUpShares":820388504.2,"pinyin":"hajhyxhhxzqtzjj","managers":[{"stockCode":"8801314301","stockType":"fund_manager","exchange":"fm","tickerId":2623060030,"name":"邹唯"}]},"announcement":{"linkText":"汇安均衡优选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=1257215","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd997fea5b3eb04dc9d6","date":"2024-09-29T16:00:00.000Z","stockId":3000000010412,"sao":"市场回顾：2024年三季度，市场经历持续下行后在9月末急速反转；截止季度末，上证收3336.50，区间涨跌幅 +12.44%，深证收10529.76，区间涨跌幅 +19.00%，创业板收2175.09，区间涨跌幅 +29.21%，全A收4941.73，区间涨跌幅 +17.68%。报告期内，季度初，市场延续低迷，悲观情绪继续蔓延；季度末，美元预期和国内政策预期迎来了双重反转，市场出现急速大幅反弹；一方面是政策对市场预期的扭转力度足够大，另一方面也是因为前期市场预期过于悲观。因此，短期来看，这波反弹主要是对前期悲观预期的修正。操作回顾：报告期内，我们维持前期的观点和投资思路：一方面，我们认为市场机会大于风险，悲观的情绪因素在短期内对资产定价产生了过度的负面影响；另一方面，宏观经济展现出了韧性，优势行业呈现出了很好的增长潜力，优质企业也兑现了比较高的盈利质量。因此，对我们来说，从长期投资角度需要忽略估值层面的扰动，回归企业价值成长的本身。回顾三季度，我们更多的布局在科技成长行业。","declarationDate":"2024-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:37.295Z","fund":{"_id":3000000010412,"__csrcFundId":8694,"stockCode":"010412","shortName":"汇安均衡优选混合(010412)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10412,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:17:53.943Z","status":"normal","name":"汇安均衡优选混合型证券投资基金","exchange":"jj","inceptionDate":"2021-02-08T16:00:00.000Z","followedNum":6,"fundCollectionId":4000051300000,"currency":"CNY","masterFundShortName":"汇安均衡优选混合","setUpDate":"2021-02-08T16:00:00.000Z","setUpAssetScale":820388504.2,"setUpShares":820388504.2,"pinyin":"hajhyxhhxzqtzjj","managers":[{"stockCode":"8801314301","stockType":"fund_manager","exchange":"fm","tickerId":2623060030,"name":"邹唯"}]},"announcement":{"linkText":"汇安均衡优选混合型证券投资基金2024年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1178075","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd997fea5b3eb04dc9d5","date":"2024-06-29T16:00:00.000Z","stockId":3000000010412,"sao":"市场回顾：2024 年上半年市场宽幅震荡，截至上半年末，上证收2967.40，区间涨跌幅 -0.25%，深证收8848.70，区间涨跌幅 -7.10%，创业板收1683.43，区间涨跌幅 -10.99%，全A收4199.37，区间涨跌幅 -8.01%。行业层面：前 5：银行 +19.19%，煤炭+12.79%，石油石化+11.36%，家电+10.77%，电力及公用事业+9.99%；后 5：消费者服务-23.82%，计算机-21.62%，商贸零售-21.47%，传媒-21.45%，医药-20.00%。报告期内，市场在一季度初期快速调整，后期虽然震荡中有所回升，但是市场整体风险偏好依然在低位徘徊；因此一方面受制于分母端的风险偏好压制，另一方面分子端企业盈利没有超市场预期，所以市场整体估值缺乏上行的动力；从资金面来看，市场处于存量博弈状态。行业层面分化较大，市场避险情绪浓厚，低估值高分红的银行、能源、电力等行业涨幅居前，消费、传媒、计算机、医药等行业涨幅居后。报告期内，我们保持了从长期视角出发，寻找具备长期成长机会的投资逻辑框架。我们认为：一方面市场的整体风险并不大，因为市场估值已经处于历史极低水平；另一方面，从长期来看，我们处于经济转型的关键时期，二级市场也会成为长期经济走势的“映射”，因此，我们认为从长期投资的角度来看“高质量发展”主线具备更好的成长空间和成长确定性。目前来看，我们认为国产替代，新技术创新是未来比较好的投资方向。回顾上半年，我们更多的布局在科技成长行业。","declarationDate":"2024-07-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:37.292Z","mo":"首先，我们认为市场整体层面风险较小，国内来看地产收缩带来的总量层面的压力越来越小，海外来看通胀导致的全球流动性压力也处于尾声的阶段，因此整体市场风险可控。其次，我们认为高质量发展依然是未来成长最为确定的方向。我们认为，下半年需要关注的几个要点：一是海外降息周期的开启；二是国内相关产业趋势的持续落地，比如政策的落实、产业订单的进展，或者创新层面应用的落地等。","fund":{"_id":3000000010412,"__csrcFundId":8694,"stockCode":"010412","shortName":"汇安均衡优选混合(010412)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10412,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:17:53.943Z","status":"normal","name":"汇安均衡优选混合型证券投资基金","exchange":"jj","inceptionDate":"2021-02-08T16:00:00.000Z","followedNum":6,"fundCollectionId":4000051300000,"currency":"CNY","masterFundShortName":"汇安均衡优选混合","setUpDate":"2021-02-08T16:00:00.000Z","setUpAssetScale":820388504.2,"setUpShares":820388504.2,"pinyin":"hajhyxhhxzqtzjj","managers":[{"stockCode":"8801314301","stockType":"fund_manager","exchange":"fm","tickerId":2623060030,"name":"邹唯"}]},"announcement":{"linkText":"汇安均衡优选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=1152055","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd997fea5b3eb04dc9d4","date":"2024-03-30T16:00:00.000Z","stockId":3000000010412,"sao":"市场回顾：2024年一季度，市场宽幅震荡；截止季度末，上证收3041.17，区间涨跌幅+2.23%，深证收9400.85，区间涨跌幅-1.30%，创业板收1818.20，区间涨跌幅-3.87%，全A收4435.11，区间涨跌幅-2.85%。行业层面：前5：石油石化+12.05%，家电+10.79%，银行+10.78%，煤炭+10.23%，有色+9.46%；后5：医药-11.85%，电子-10.18%，房地产-9.34%，计算机-8.79%，基础化工-7.89%。报告期内，市场经历宽幅V型震荡，指数层面基本收复了1月的快速下跌，但是行业层面分化显著，行业供给受限同时跟随全球补库存周期的顺周期行业全面领涨；偏内需的行业，以及科技成长方向表现普遍偏弱，AI驱动的通信行业在海外科技股带动之下是A股科技行业中为数不多的亮点。操作回顾：报告期内，我们延续了两条基本投资逻辑：一是市场估值基本触底，机会大于风险，二是结构上来看，“高质量发展”主线具备长期更好的成长空间和成长确定性。延伸来看，围绕着“渗透率”的变化，我们认为以国产替代、全球新技术创新驱动的产业是未来可见的比较好的投资方向。回顾一季度，我们更多的布局在科技成长行业。","declarationDate":"2024-04-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:37.289Z","fund":{"_id":3000000010412,"__csrcFundId":8694,"stockCode":"010412","shortName":"汇安均衡优选混合(010412)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10412,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:17:53.943Z","status":"normal","name":"汇安均衡优选混合型证券投资基金","exchange":"jj","inceptionDate":"2021-02-08T16:00:00.000Z","followedNum":6,"fundCollectionId":4000051300000,"currency":"CNY","masterFundShortName":"汇安均衡优选混合","setUpDate":"2021-02-08T16:00:00.000Z","setUpAssetScale":820388504.2,"setUpShares":820388504.2,"pinyin":"hajhyxhhxzqtzjj","managers":[{"stockCode":"8801314301","stockType":"fund_manager","exchange":"fm","tickerId":2623060030,"name":"邹唯"}]},"announcement":{"linkText":"汇安均衡优选混合型证券投资基金2024年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1074210","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd997fea5b3eb04dc9d3","date":"2023-12-30T16:00:00.000Z","stockId":3000000010412,"sao":"市场回顾：2023 年市场震荡下行，截止年末，上证收2974.73，区间涨跌幅-3.70%，深证收9524.69，区间涨跌幅-13.54%，创业板指收1891.37，区间涨跌幅-19.41%，科创50收852.00，区间涨跌幅-11.24%，wind全A收4565.18，区间涨跌幅-5.19%；沪深300收3431.11，区间涨跌幅-11.38%。恒生指数收17074.39，区间涨跌幅-13.821%，恒生科技收3764.29，区间涨跌幅-8.83%。行业层面分化幅度较大：表现居前的一级行业有：AI驱动的通信、传媒、计算机；周期淡季不淡的煤炭、石油石化；消费中盈利上修的家电、汽车、纺织服装等行业。表现居后的一级行业有：美容护理、商贸零售；房地产、建材；电力设备；食品饮料。操作回顾：报告期内，市场对宏观层面的预期经历了一个由高向低的调整，整体指数层面呈现震荡下行态势；宏观层面缺乏清晰的盈利线索，因此在行业层面主要呈现出估值端的波动与分化，行业涨跌幅分化程度也比较大。报告期内，本基金的操作主要围绕两个方面：（1）市场整体层面来看，估值收缩基本结束。（2）中长期来看，我们认为还是需要沿着“高质量发展”这条主线，我们认为这既会是后续政策的着力点，也是经济发展的内生需求。回顾23年的操作，我们通过景气度和估值比较，更多的布局在科技成长行业。","declarationDate":"2024-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:37.286Z","mo":"展望未来市场，我们认为情绪层面的出清和基本面数据的边际好转有望成为市场反转的信号和驱动力。对于后市，总体看我们保持乐观。第一，市场估值已经历史极低的极限分位、风险收益比极高；第二，本轮市场估值收缩的核心驱动因素是中美剪刀差带来的比价和流动性虹吸效应，目前来看，这一因素已经处于拐点之中，因此从估值角度来看，我们认为市场估值收缩已经结束或者至少是处于尾声阶段；第三，从企业盈利来看，地产、出口带来的压力也处于边际拐点，国内政策边际转好的趋势已经确认。因此，综合市场的估值分位，估值和盈利的变化趋势，我们对市场的总体判断和趋势判断是保持乐观的。行业选择方面，我们依然认为每一轮估值周期内市场大级别的主线主要是由渗透率的变化所驱动的；行业渗透率的变化往往会带来业绩趋势的加速和估值端的提升；我们认为半导体设备及零部件，数字化依然是目前可以看到的未来两到三年渗透率变化最大的行业。而从国内政策来看，渗透率的变化也是契合我们高质量发展的政策主线的。","fund":{"_id":3000000010412,"__csrcFundId":8694,"stockCode":"010412","shortName":"汇安均衡优选混合(010412)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10412,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:17:53.943Z","status":"normal","name":"汇安均衡优选混合型证券投资基金","exchange":"jj","inceptionDate":"2021-02-08T16:00:00.000Z","followedNum":6,"fundCollectionId":4000051300000,"currency":"CNY","masterFundShortName":"汇安均衡优选混合","setUpDate":"2021-02-08T16:00:00.000Z","setUpAssetScale":820388504.2,"setUpShares":820388504.2,"pinyin":"hajhyxhhxzqtzjj","managers":[{"stockCode":"8801314301","stockType":"fund_manager","exchange":"fm","tickerId":2623060030,"name":"邹唯"}]},"announcement":{"linkText":"汇安均衡优选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=1059199","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd997fea5b3eb04dc9d2","date":"2023-09-29T16:00:00.000Z","stockId":3000000010412,"sao":"市场回顾：2023年三季度，市场震荡下行；截止季度末，上证收3110.49，区间涨跌幅-2.86%，深证收 10109.53，区间涨跌幅-8.32%，创业板收 2003.91，区间涨跌幅-9.53%，wind 全 A 收 4747.25，区间涨跌幅-4.33%。海外层面，三季度，纳斯达克、标普500、日经等主要指数也经历了一定程度的下行。行业层面：前5：煤炭+10.37%，非银金融+6.48%，石油石化+5.79%，银行+5.20%，房地产+1.55%；后5：传媒-14.19%，计算机-13.88%，电力设备及新能源-13.53%，国防军工-9.32%，机械-9.13%。报告期内，指数震荡下行，行业层面分化较大，前期涨幅较大的传媒、计算机调整幅度较大，而政策相关度较高的非银、地产等行业涨幅居前；三季度市场由于国内和海外的双重影响，市场延续了盈利预期和估值预期两个层面的继续下探。操作回顾：报告期内，我们认为需要关注两个方面：（1）市场处于磨底阶段，中美剪刀差超预期是今年持续压制市场的核心因素，往后看大概率已经处于拐点，因此对后续市场整体的判断是机会大于风险。（2）结构性方面：中长期来看，我们认为还是需要沿着“高质量发展”这条主线，我们认为这既会是后续政策的着力点，也是经济发展的内生需求。我们认为未来的复苏还是背靠着全球总需求趋弱的大背景，因此比较好的机会还是会出现在供给端的替代、创新和升级。因此，通过景气度和估值比较，我们更多的布局在科技成长行业。","declarationDate":"2023-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:37.284Z","fund":{"_id":3000000010412,"__csrcFundId":8694,"stockCode":"010412","shortName":"汇安均衡优选混合(010412)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10412,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:17:53.943Z","status":"normal","name":"汇安均衡优选混合型证券投资基金","exchange":"jj","inceptionDate":"2021-02-08T16:00:00.000Z","followedNum":6,"fundCollectionId":4000051300000,"currency":"CNY","masterFundShortName":"汇安均衡优选混合","setUpDate":"2021-02-08T16:00:00.000Z","setUpAssetScale":820388504.2,"setUpShares":820388504.2,"pinyin":"hajhyxhhxzqtzjj","managers":[{"stockCode":"8801314301","stockType":"fund_manager","exchange":"fm","tickerId":2623060030,"name":"邹唯"}]},"announcement":{"linkText":"汇安均衡优选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=988671","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd997fea5b3eb04dc9d1","date":"2023-06-29T16:00:00.000Z","stockId":3000000010412,"sao":"市场回顾：2023 年上半年市场区间震荡，截止上半年末，上证指数收3202.06，区间涨跌幅+3.65%，深证指数收 11026.59，区间涨跌幅+0.10%，创业板指数收 2215.00，区间涨跌幅-5.61%，wind 全 A指数 收 4962.36，区间涨跌幅+3.06%。行业层面：前 5：通信 +45.41%，传媒+43.43%，计算机+32.27%，家电+17.42%，机械+12.97%；后 5：消费者服务-27.92%，房地产-14.07%，农林牧渔-9.21%，建材-8.98%，基础化工-7.76%；操作回顾：报告期内，市场对宏观层面的预期经历了一个由高向低的调整，因此整体指数层面呈现先扬后抑的态势；宏观层面缺乏清晰的盈利线索，因此在行业层面主要呈现出估值端的波动与分化，行业涨跌幅分化程度也比较大。报告期内，我们的操作主要围绕两个方面：（1）市场整体层面来看，估值收缩基本结束。（2）中长期来看，我们认为还是需要沿着“高质量发展”这条主线，我们认为这既会是后续政策的着力点，也是经济发展的内生需求。回顾上半年的操作，我们通过景气度和估值比较，更多的布局在科技成长行业；再通过需求和供给侧的比较，我们对行业配置进行了一定幅度的调整。","declarationDate":"2023-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:37.280Z","mo":"首先，我们认为市场整体层面机会大于风险，后续要淡化总量层面带来的预期波动，更多的立足于中长期去思考我们的投资。其次，我们认为高质量发展的内生要求映射到市场中会产生业绩和估值层面的双重分化。同时要注意两点，一是市场在进化，市场的估值体系是越发合理的，二是估值的波动和分化要依从于产业基本面和产业趋势的中长期变化。我们认为，下半年需要关注的几个要点：一是PPI触底回升后经济回升会不会超过我们的预期；二是产业趋势落地的情况，比如国产化订单的落地，比如创新层面应用的落地或者硬件层面的落地等。","fund":{"_id":3000000010412,"__csrcFundId":8694,"stockCode":"010412","shortName":"汇安均衡优选混合(010412)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10412,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:17:53.943Z","status":"normal","name":"汇安均衡优选混合型证券投资基金","exchange":"jj","inceptionDate":"2021-02-08T16:00:00.000Z","followedNum":6,"fundCollectionId":4000051300000,"currency":"CNY","masterFundShortName":"汇安均衡优选混合","setUpDate":"2021-02-08T16:00:00.000Z","setUpAssetScale":820388504.2,"setUpShares":820388504.2,"pinyin":"hajhyxhhxzqtzjj","managers":[{"stockCode":"8801314301","stockType":"fund_manager","exchange":"fm","tickerId":2623060030,"name":"邹唯"}]},"announcement":{"linkText":"汇安均衡优选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=962248","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd997fea5b3eb04dc9d0","date":"2023-03-30T16:00:00.000Z","stockId":3000000010412,"sao":"市场回顾：2023年一季度，市场震荡中上行；截止季度末，上证收3272.86，区间涨跌幅+5.94%，深证收11726.40，区间涨跌幅+6.45%，创业板收2399.50，区间涨跌幅+2.25%，全A收5126.64，区间涨跌幅+6.47%。行业层面：前5：计算机+38.70%，传媒+34.23%，通信+28.88%，电子+16.89%，建筑+11.46%；后5：房地产-6.21%，消费者服务-5.29%，银行-2.25%，电力设备及新能源-0.18%%，交通运输+0.76%。报告期内，宏观层面的压制因素有所缓解，市场在估值端有所反弹，市场风险偏好有所修复。行业层面有所分化，新兴科技行业、中特估等方向领涨，地产链相关行业、新能源等表现居后。操作回顾：报告期内，我们认为需要关注两个方面：（1）市场估值的收缩已经结束，核心的原因是宏观层面诸多的负面因素都出现了积极的转向。（2）短期内市场缺乏能形成共识的业绩线索，因此短期内还不会马上进入估值扩张，而是以估值修复为主；中长期来看，我们认为还是需要沿着“高质量发展”这条主线，我们认为这既会是后续政策的着力点，也是经济发展的内生需求。我们认为未来的复苏还是背靠着全球总需求趋弱的大背景，因此比较好的机会还是会出现在供给端的替代、创新和升级。因此，通过景气度和估值比较，我们更多的布局在科技成长行业。","declarationDate":"2023-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:37.276Z","fund":{"_id":3000000010412,"__csrcFundId":8694,"stockCode":"010412","shortName":"汇安均衡优选混合(010412)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10412,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:17:53.943Z","status":"normal","name":"汇安均衡优选混合型证券投资基金","exchange":"jj","inceptionDate":"2021-02-08T16:00:00.000Z","followedNum":6,"fundCollectionId":4000051300000,"currency":"CNY","masterFundShortName":"汇安均衡优选混合","setUpDate":"2021-02-08T16:00:00.000Z","setUpAssetScale":820388504.2,"setUpShares":820388504.2,"pinyin":"hajhyxhhxzqtzjj","managers":[{"stockCode":"8801314301","stockType":"fund_manager","exchange":"fm","tickerId":2623060030,"name":"邹唯"}]},"announcement":{"linkText":"汇安均衡优选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=887147","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd997fea5b3eb04dc9cf","date":"2022-12-30T16:00:00.000Z","stockId":3000000010412,"sao":"市场回顾：2022年，市场受多重因素压制，全年呈现调整的态势；截止年末，上证收3089.26，区间涨跌幅-15.13%，深证收11015.99，区间涨跌幅-25.85%，创业板收2346.77，区间涨跌幅-29.37%，全A收4815.11，区间涨跌幅-18.66%。行业层面：前5：煤炭+17.52%，消费者服务+6.39%，交通运输+2.31%，银行-5.51%，商贸零售--5.55%；后5：电子-35.75%，计算机-25.14%，国防军工-24.85%，传媒-24.55%，建材-24.38%。报告期内，受内外部多重因素的冲击，市场在估值端和盈利端双重承压；11月之后，疫情防控、全球通胀等宏观层面的担忧逐步缓解，市场整体呈现估值端企稳修复的态势。分行业来看，因此低估值行业、疫后复苏行业整体跑赢偏成长性行业。操作回顾：2021年末，我们认为由于海外货币政策收紧预期、全球通胀预期和国内经济下行压力预期等因素会短期压制市场的估值，因此市场会在短期内处于一个估值的摇摆期，虽然市场会有一个阶段性的震荡，但是展望2022年全年来看，国内市场在估值端大幅收缩的可能性是比较小的，所以全年来看业绩端依然会成为市场的最强线索。回顾全年的市场表现，市场在估值端收缩的程度是比较超出我们的预期的。回顾我们自己的操作，我们仍然是希望立足于中长期的盈利增长视角，去做中长期的资产配置。在行业选择层面，我们从行业比较和景气度比较的维度出发，主要布局了中期景气度在持续向上的行业，譬如新能源汽车、光伏、军工等行业。","declarationDate":"2023-01-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:37.273Z","mo":"展望2023年，我们认为需要关注两个方面：（1）我们认为市场估值的收缩已经结束，核心的原因是宏观层面诸多的负面因素都出现了积极的转向。虽然不够确定的是国内宏观经济、美债等修复的具体节奏和幅度，但是这已经不影响整个估值端向好的趋势；（2）短期内市场缺乏能形成共识的业绩线索，因此短期内还不会马上进入估值扩张，而是以估值修复为主，估值修复的线索主要是超跌+短期催化；中长期来看，我们认为还是需要沿着“高质量发展”这条主线，我们认为这既会是后续政策的着力点，也是经济发展的内生需求。我们认为未来的复苏还是背靠着全球总需求趋弱的大背景，因此比较好的机会还是会出现在供给端的替代、创新和升级。因此，从我们的长期布局来看，会主要聚焦在科技成长和消费成长两大领域，通过景气度和估值比较，目前在中期维度，我们更多的布局在科技成长行业。","fund":{"_id":3000000010412,"__csrcFundId":8694,"stockCode":"010412","shortName":"汇安均衡优选混合(010412)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10412,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:17:53.943Z","status":"normal","name":"汇安均衡优选混合型证券投资基金","exchange":"jj","inceptionDate":"2021-02-08T16:00:00.000Z","followedNum":6,"fundCollectionId":4000051300000,"currency":"CNY","masterFundShortName":"汇安均衡优选混合","setUpDate":"2021-02-08T16:00:00.000Z","setUpAssetScale":820388504.2,"setUpShares":820388504.2,"pinyin":"hajhyxhhxzqtzjj","managers":[{"stockCode":"8801314301","stockType":"fund_manager","exchange":"fm","tickerId":2623060030,"name":"邹唯"}]},"announcement":{"linkText":"汇安均衡优选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=870880","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd997fea5b3eb04dc9ce","date":"2022-09-29T16:00:00.000Z","stockId":3000000010412,"sao":"市场回顾：2022年三季度，市场在震荡中下行；截止三季度末，上证收3024.39，区间涨跌幅-11.01%，深证收10778.61，区间涨跌幅-16.42%，创业板收2288.97，区间涨跌幅-18.56%，全A收4679.88，区间涨跌幅-12.61%。行业层面：前5：煤炭+4.34%，电力及公用事业-3.08%，石油石化-3.36%，房地产-5.68%，交通运输-6.21%；后5：建材-22.57%，电子-17.45%，传媒-15.87%，医药-15.86%，基础化工-15.79%。报告期内，市场在经历了二季度的反弹后显著承压震荡下行；三季度市场受到国外国内多重因素压制，市场风险偏好下行，同时对于成长性行业在明年的增长确定性也出现了分歧，因此市场表现为整个估值端的继续收缩。行业层面来看，相对低估值、具备一定逆周期属性、或者有一定政策改善想象空间的行业表现相对较好，比如煤炭、石油、海运等与全球能源紧张相关的行业，或者地产等预期政策会有改善空间的行业。另一方面，受国外国内总需求预期扰动，未来增长确定性产生分歧的行业则表现相对较差，如建材、电子、医药等。操作回顾：回顾三季度的操作，我们在投资策略的角度认为需要从两个维度观测：（1）一是中短期维度，市场在经历了一波快速修复之后，我们认为市场短期会进入一个震荡轮动阶段，短期的线索主要有：宏观政策托底带来的预期改善、成本拐点带来的盈利预期改善，整体上看，市场在快速上涨之后市场需要等待企业盈利拐点和信贷拐点的确认；（2）二是从中长期维度来看，全球总需求的增长依然面临困局，突破这种局面只能更多地寄希望于技术变革、效率提升、组织变革带来的生产力方面的提升，从这个角度来看，致力于不断探索、革新、突破新技术、新应用的国内的优秀科技成长类企业会不断拓展新的市场和新的业务边界，对于这一点我们继续抱有非常乐观的观点。从具体操作角度来看，我们主要本着长期布局来进行配置，通过景气度和估值比较，更多的布局在科技成长行业，其中以新能源、军工、先进制造等领域为主。","declarationDate":"2022-10-25T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:37.271Z","fund":{"_id":3000000010412,"__csrcFundId":8694,"stockCode":"010412","shortName":"汇安均衡优选混合(010412)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10412,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:17:53.943Z","status":"normal","name":"汇安均衡优选混合型证券投资基金","exchange":"jj","inceptionDate":"2021-02-08T16:00:00.000Z","followedNum":6,"fundCollectionId":4000051300000,"currency":"CNY","masterFundShortName":"汇安均衡优选混合","setUpDate":"2021-02-08T16:00:00.000Z","setUpAssetScale":820388504.2,"setUpShares":820388504.2,"pinyin":"hajhyxhhxzqtzjj","managers":[{"stockCode":"8801314301","stockType":"fund_manager","exchange":"fm","tickerId":2623060030,"name":"邹唯"}]},"announcement":{"linkText":"汇安均衡优选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=805570","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd997fea5b3eb04dc9cd","date":"2022-06-29T16:00:00.000Z","stockId":3000000010412,"sao":"市场回顾：2022年上半年，市场深度调整后在二季度中后段开始反弹；截止半年末，上证收3398.62，区间涨跌幅-6.63%，深证收12896.20，区间涨跌幅-13.20%，创业板收2810.60，区间涨跌幅-15.41%，全A收5355.36，区间涨跌幅-9.53%。行业层面：前5：煤炭+33.74%，消费者服务+8.44%，交通运输+3.20%，建筑-0.42%，银行-0.54%；后5：电子-23.58%，传媒-21.80%，计算机-20.34%，国防军工-19.20%，轻工制造-15.79%。报告期内，1-4月，受内外部多重因素的冲击，市场在估值端和盈利端双重承压，期间市场发生了快速和较为剧烈的调整；4月之后，疫情防控、全球通胀、俄乌冲突等宏观层面的担忧逐步缓解，市场整体呈现估值端企稳的态势。分行业来看，由于市场在上半年整体是下跌的，因此低估值行业整体跑赢偏成长性行业。操作回顾：2021年末，我们认为由于海外货币政策收紧预期、全球通胀预期和国内经济下行压力预期等因素会短期压制市场的估值，因此市场会在短期内处于一个估值的摇摆期，虽然市场会有一个阶段性的震荡，但是展望2022年全年来看，国内市场在估值端大幅收缩的可能性是比较小的，所以全年来看业绩端依然会成为市场的最强线索。一季度末，我们认为市场在估值端的风险已经释放的比较充分；而随着时间的推移和业绩预期的不断明朗，短期的成长性折价和确定性折价对估值的压制会逐步消除，所以我们认为需要回归产业趋势、聚焦业绩端。回顾上半年的市场表现，多重因素叠加之下，3到4月份市场的下跌是比较超出我们的预期的。回顾我们自己的操作，我们仍然是希望立足于中长期的盈利增长视角，去做中长期的资产配置。上半年在行业选择层面，我们从行业比较和景气度比较的维度出发，主要布局了中期景气度在持续向上的行业，譬如新能源汽车、光伏、军工、VR等行业。","declarationDate":"2022-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:37.268Z","mo":"展望2022年下半年和未来，我们认为需要从两个维度观测：（1）一个是中短期维度，市场在经历了一波快速修复之后，我们认为市场短期会进入一个震荡轮动阶段，短期的线索主要有：宏观政策托底带来的预期改善、成本拐点带来的盈利预期改善，整体上看，市场在快速上涨之后市场需要等待企业盈利拐点和信贷拐点的确认；（2）另一个是从中长期维度来看，全球经济增长依然面临困局，突破这种局面只能更多地寄希望于技术变革、效率提升、组织变革带来的生产力方面的提升，从这个角度来看，致力于不断探索、革新、突破新技术、新应用的国内的优秀科技成长类企业会不断拓展新的市场和新的业务边界，对于这一点我们是抱有非常乐观的观点的。因此，从我们的长期布局来看，会主要聚焦在科技成长和消费成长两大领域，通过景气度和估值比较，目前在中期维度，我们更多的布局在科技成长行业。","fund":{"_id":3000000010412,"__csrcFundId":8694,"stockCode":"010412","shortName":"汇安均衡优选混合(010412)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10412,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:17:53.943Z","status":"normal","name":"汇安均衡优选混合型证券投资基金","exchange":"jj","inceptionDate":"2021-02-08T16:00:00.000Z","followedNum":6,"fundCollectionId":4000051300000,"currency":"CNY","masterFundShortName":"汇安均衡优选混合","setUpDate":"2021-02-08T16:00:00.000Z","setUpAssetScale":820388504.2,"setUpShares":820388504.2,"pinyin":"hajhyxhhxzqtzjj","managers":[{"stockCode":"8801314301","stockType":"fund_manager","exchange":"fm","tickerId":2623060030,"name":"邹唯"}]},"announcement":{"linkText":"汇安均衡优选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=784964","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd997fea5b3eb04dc9cc","date":"2022-03-30T16:00:00.000Z","stockId":3000000010412,"sao":"市场回顾：2022年一季度，市场调整下行，内外部因素共同作用使得市场在估值端持续承压；上证收3252.20，本季度-10.65%，深证收12118.25，本季度-18.44%，创业板收2659.49，本季度-19.96%，全A收5095.61，本季度-13.92%。行业层面：前5：煤炭+23.43%，房地产+6.20%，银行+1.92%，农林牧渔-0.71%，建筑-1.33%；后5：电子-25.17%，国防军工-23.48%，汽车-21.52%，家电-20.29%，食品饮料-20.19%。市场在估值收缩的过程之中行业之间和行业内部也出现了分化，行业比较来看，一些估值处于底部、景气度处于底部的行业开始预期反转；行业内部来看，因为行业格局、产业地位、技术差距带来的确定性差异也导致行业内不同公司在估值收缩上的程度有所分化。分行业来看，通胀链条的煤炭、农业表现较好，困境反转预期政策会有所回暖的地产、建筑板块表现也较好；另一方面，受成本端和需求端同时扰动的电子、家电、汽车、食品饮料等行业表现居后。操作回顾：报告期内，我们认为市场在诸多内外部因素作用之下，估值处于被压制状态，处于一个估值的摇摆期，所以我们认为市场会暂时处于一个发散和轮动的局面，暂时来看缺乏主线。短期来看市场虽然缺乏机会，但是放眼22年全年，宏观因素对估值层面的压缩很显然是无法一直持续下去的；另一方面全球竞争优势、产业转型等因素带来的成长性和确定性的支撑也不会随着短期的因素发生趋势性的变化；因此，我们认为目前这个位置估值端的风险已经很小，尤其看的越长风险越小；而随着时间的推移和业绩预期的不断明朗，短期的成长性折价和确定性折价对估值的压制会逐步消除，所以目前来看需要回归产业趋势、聚焦业绩端。对于2022年的市场，我们认为机会依然是大于风险的。行业选择层面，我们从行业比较和景气度比较的维度出发，主要布局了中期景气度在持续向上的行业，譬如新能源汽车、光伏、军工、VR等行业。","declarationDate":"2022-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:37.265Z","fund":{"_id":3000000010412,"__csrcFundId":8694,"stockCode":"010412","shortName":"汇安均衡优选混合(010412)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10412,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:17:53.943Z","status":"normal","name":"汇安均衡优选混合型证券投资基金","exchange":"jj","inceptionDate":"2021-02-08T16:00:00.000Z","followedNum":6,"fundCollectionId":4000051300000,"currency":"CNY","masterFundShortName":"汇安均衡优选混合","setUpDate":"2021-02-08T16:00:00.000Z","setUpAssetScale":820388504.2,"setUpShares":820388504.2,"pinyin":"hajhyxhhxzqtzjj","managers":[{"stockCode":"8801314301","stockType":"fund_manager","exchange":"fm","tickerId":2623060030,"name":"邹唯"}]},"announcement":{"linkText":"汇安均衡优选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=724927","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd997fea5b3eb04dc9cb","date":"2021-12-30T16:00:00.000Z","stockId":3000000010412,"sao":"市场回顾：2021年，市场震荡中小幅上行；上证收3639.78 +4.80%，深证收14857.35 +2.67%，创业板指收3322.67 +12.02%，全A收5919.40 +9.17%。行业层面：前5：电力设备新能源+50.41%，基础化工+48.05%，有色金属+46.39%，煤炭+44.67%，钢铁+41.75%；后5：消费者服务-24.45%，非银金融-20.41%，家电-18.57%，房地产-9.63%，农林牧渔-6.67%。全年来看市场整体估值呈收缩的态势，因此业绩增速成为了行业之间分化的分水岭，以新能源为代表的高景气方向和以煤炭、化工为代表的具有较大价格弹性的周期方向表现较好；另一方面，景气度边际向下的地产、家电、养殖等方向表现居后。操作回顾：报告期内，我们更多的从行业比较和景气度比较的维度出发，主要布局了中期景气度在持续向上的行业，譬如新能源汽车、光伏、军工、金融IT、有色等行业，全年来看我们换手率保持了较低的水平。回顾来看，2021年一季度春节后国内市场在海外市场调整和通胀预期等因素的扰动之下产生了比较大的调整，我们的持仓也产生了比较大的回撤；不过通过持续的跟踪，行业基本面的确定性并没有因市场的波动而有所变化，甚至基本面还在不断超出我们的预期，因此后续来看我们基本保持了以上的行业配置；全年来看，我们布局的这些成长方向为我们贡献了较好的收益。","declarationDate":"2022-01-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:37.262Z","mo":"市场展望：展望2022年，短期来看，市场处于业绩真空期，同时由于海外货币政策收紧预期、全球通胀预期和国内经济下行压力预期等因素会压制市场的估值，因此市场处于一个估值的摇摆期，所以我们认为市场会暂时处于一个发散和轮动的局面，暂时来看缺乏主线。但是展望2022年全年来看，我们认为基于国内流动性相对2021年有所好转和国内经济基本面相对全球来讲更为健康、更有潜力这两个条件，市场整体在资金端依然会保持流入的状态，因此国内市场在估值端大幅收缩的可能性是比较小的，所以全年来看业绩依然会成为市场的最强线索；对于2022年的市场，我们认为机会依然是大于风险的。","fund":{"_id":3000000010412,"__csrcFundId":8694,"stockCode":"010412","shortName":"汇安均衡优选混合(010412)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10412,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:17:53.943Z","status":"normal","name":"汇安均衡优选混合型证券投资基金","exchange":"jj","inceptionDate":"2021-02-08T16:00:00.000Z","followedNum":6,"fundCollectionId":4000051300000,"currency":"CNY","masterFundShortName":"汇安均衡优选混合","setUpDate":"2021-02-08T16:00:00.000Z","setUpAssetScale":820388504.2,"setUpShares":820388504.2,"pinyin":"hajhyxhhxzqtzjj","managers":[{"stockCode":"8801314301","stockType":"fund_manager","exchange":"fm","tickerId":2623060030,"name":"邹唯"}]},"announcement":{"linkText":"汇安均衡优选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=713581","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd997fea5b3eb04dc9ca","date":"2021-09-29T16:00:00.000Z","stockId":3000000010412,"sao":"市场回顾：2021年三季度，市场震荡调整，沪强深弱；上证收3568.17，涨幅-0.64%，深证收14309.01，涨幅-5.62%，创业板指收3244.65，涨幅-6.69%，全A收5660.42 涨幅-1.00%。行业层面：前五：煤炭+40.87%，有色+26.63%，钢铁+22.46%，电力及公用事业+20.25%，基础化工+17.83%；后五：消费者服务-17.89%，医药-14.67%，食品饮料-12.91%，家电-10.24%，纺织服装-9.91%。三季度市场在波动中分化，分行业层面来看价格驱动的顺周期行业普遍表现较好。报告期初，我们认为市场会呈现两个特征：一是结合估值水平和宏观环境来看，市场依旧会呈现一个高波动的特征，缺乏整体的趋势性机会；二是中期的业绩趋势对股价的影响会更为显著，市场更多的将呈现结构性的机会。目前来看，三季度市场整体上基本延续了震荡的走势，从指数层面来看缺乏机会；不过从结构上来看，三季度价格驱动的周期行业成为了市场中表现最超预期的行业，在供给受限、需求超预期、库存低位等多因素刺激下，商品价格出现了普遍的超预期的上涨，因此支撑这类行业的业绩不断被上调，股价方面也有所表现。报告期内，我们更多的从行业比较和景气度比较的维度出发，主要布局了中期景气度在持续向上的行业，譬如新能源汽车、光伏、军工、金融IT、有色等行业。进入四季度，我们认为业绩方面的催化会更为显著，因此市场在四季度会有所表现，机会主要在成长性行业。","declarationDate":"2021-10-26T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:37.260Z","fund":{"_id":3000000010412,"__csrcFundId":8694,"stockCode":"010412","shortName":"汇安均衡优选混合(010412)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10412,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:17:53.943Z","status":"normal","name":"汇安均衡优选混合型证券投资基金","exchange":"jj","inceptionDate":"2021-02-08T16:00:00.000Z","followedNum":6,"fundCollectionId":4000051300000,"currency":"CNY","masterFundShortName":"汇安均衡优选混合","setUpDate":"2021-02-08T16:00:00.000Z","setUpAssetScale":820388504.2,"setUpShares":820388504.2,"pinyin":"hajhyxhhxzqtzjj","managers":[{"stockCode":"8801314301","stockType":"fund_manager","exchange":"fm","tickerId":2623060030,"name":"邹唯"}]},"announcement":{"linkText":"汇安均衡优选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=653529","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecd997fea5b3eb04dc9c9","date":"2021-06-29T16:00:00.000Z","stockId":3000000010412,"sao":"市场回顾：2021年上半年，市场震荡上行；上证收3591.20 涨幅+3.40%，深证收15161.70 涨幅+4.78%，创业板指收3477.18 涨幅+17.22%，全A收5685.63 涨幅+5.45%；上半年来看指数层面实现普涨。行业层面：前5：基础化工+25.73%，钢铁+24.69%，电力设备及新能源+24.32%，煤炭+17.51%，有色+15.34%；后5：非银金融-17.49%，家电-14.38%，国防军工-10.44%，房地产-9.87%，农林牧渔-9.02%。上半年市场波动较大，分行业层面来看景气度上行或者业绩超预期的行业普遍表现较好。操作回顾：本基金成立于今年一季度，建仓之后伴随着市场的调整基金净值也发生了较大幅度的回撤。进入二季度后，我们认为市场进入了一个估值平衡期；首先经过19-20年连续两年系统性的估值提升之后，市场整体估值已经修复至合理甚至略微偏高的水平，整体的静态估值再向上的空间已经不大；其次，从动态估值的角度来看，市场经过今年一季度一波快速的调整之后，结合今年企业盈利增长的情况来观测市场的动态估值，已经具备了一定的安全边际，因此市场整体的估值端向上和向下的空间都不大。所以我们认为在估值平衡的背景下，行业层面中期景气度的变化和个股层面业绩趋势的变化对股价的影响将会更为显著。沿着这个逻辑线索，我们更多的从行业比较和景气度比较的维度出发，主要布局了中期景气度在持续向上的行业，譬如新能源汽车、光伏、军工、金融IT、汽车零部件、有色等行业。","declarationDate":"2021-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:39:37.257Z","mo":"后市展望：下半年来看，我们认为市场的整体风格变化不大，我们认为会呈现两个主要特征：一是结合估值水平和宏观环境来看，市场依旧会呈现一个高波动的特征，缺乏整体的趋势性机会；二是中期的业绩趋势对股价的影响会更为显著，市场更多的将呈现结构性的机会。经济复苏带动企业盈利向上的同时叠加流动性的边际弱化，所以下半年中机会和风险并存。下半年的行业层面，风险点需要关注一是价格驱动盈利向上的行业会不会面临价格上行的弱化甚至反转，二是低基数带来中报高增长同时估值处于历史极高水平的行业会不会出现盈利增速的弱化；机会点需要关注一是高景气度能够持续到明后年的行业，盈利预测仍有望不断上调，二是需求稳定但是上半年盈利受损于价格上行，后续会迎来盈利修复的行业。整体来看，今年后续的关注点主要还是应该放在“盈利端”。","fund":{"_id":3000000010412,"__csrcFundId":8694,"stockCode":"010412","shortName":"汇安均衡优选混合(010412)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10412,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:17:53.943Z","status":"normal","name":"汇安均衡优选混合型证券投资基金","exchange":"jj","inceptionDate":"2021-02-08T16:00:00.000Z","followedNum":6,"fundCollectionId":4000051300000,"currency":"CNY","masterFundShortName":"汇安均衡优选混合","setUpDate":"2021-02-08T16:00:00.000Z","setUpAssetScale":820388504.2,"setUpShares":820388504.2,"pinyin":"hajhyxhhxzqtzjj","managers":[{"stockCode":"8801314301","stockType":"fund_manager","exchange":"fm","tickerId":2623060030,"name":"邹唯"}]},"announcement":{"linkText":"汇安均衡优选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=635161","linkType":"PDF","source":"csrc_pdf"}}]}