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因素影响，A股市场一度极为悲观，4月上证指数跌破3000点，两市日成交量也降低到不足万亿的水平。此后，随着国内疫情逐步控制，A股走出了“以我为主”的独立行情，市场开始强势反弹。但截止6月30日，沪深300指数仍旧下跌9.21%。行情的起伏，充分体现了投资操作中基本面研究的重要性。总体来说，二季度能够引领反弹的大多都是基本面良好，能够享受中国经济发展红利的优质行业。本基金继一季度小幅降低仓位后，在4月末适度提升权益仓位，坚定投资于具备业绩优势和估值优势的个股，获得了一定的收益。","declarationDate":"2022-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:40:43.462Z","mo":"展望未来，虽然外部环境依旧变化莫测，但A股市场可能已经度过了最艰难的时刻。“以我为主”的政策之下，国内证券市场的走势将具有更高的独立性，而中国经济在稳增长的政策下，下半年表现大概率将优于上半年。国内疫情的阴霾在常态化防控的措施下，对经济活动不大可能再造成上半年那样严重的重创。海外市场的外需虽然可能随着欧美国经济的衰退下行，但国内市场的复苏将对经济构成有力支撑。今年下半年，我们将主要的投资目光聚焦在深耕国内市场的优秀上市公司，希望能够分享经济反弹的红利。","fund":{"_id":3000000010663,"__csrcFundId":8466,"stockCode":"010663","shortName":"长江均衡成长混合(010663)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10663,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:26:08.090Z","status":"normal","inceptionDate":"2020-12-29T16:00:00.000Z","name":"长江均衡成长混合型发起式证券投资基金","exchange":"jj","followedNum":2,"fundCollectionId":4000051260000,"currency":"CNY","masterFundShortName":"长江均衡成长混合","setUpDate":"2020-12-29T16:00:00.000Z","setUpAssetScale":100092739.7,"setUpShares":100092739.7,"pinyin":"cjjhczhhxfqszqtzjj","managers":[{"stockCode":"db20048414","stockType":"fund_manager","exchange":"fm","tickerId":2410050080,"name":"徐婕"}]},"announcement":{"linkText":"长江均衡成长混合型发起式证券投资基金2022年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=785500","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecddb7fea5b3eb04e0d3c","date":"2022-03-30T16:00:00.000Z","stockId":3000000010663,"sao":"2022年国际政治经济形势日益错综复杂，俄乌战争爆发，国际市场上商品和能源暴涨，美联储加息如期推进，全球金融市场风险偏好快速下降。国内证券市场受此影响，叠加中国自身的经济周期，今年以来出现了一轮快速下跌，且市场风格快速轮换大起大落。本基金继续看好中国在全球范围内综合竞争实力的提升，坚持聚焦具有行业竞争优势，且公司经营态势持续向好的上市公司进行投资。但由于一季度整个证券市场出现了大幅下跌，本基金的净值也未能幸免，跟随市场经历了一定的净值回调。展望全年，证券市场的运行仍存在诸多不确定因素，国内新冠疫情的反复，经济稳增长政策的落地进度，都还需要观察，证券市场的未来也不会是一片坦途。但是，我们对国内经济增长与权益市场的长期表现仍旧保持着坚定的信心。回调后的A股市场，其估值水平有利于提高长期价值投资的吸引力。沧海横流方显英雄本色，震荡市场更需要专业的机构投资者保驾护航。以上种种，更加要求基金的投资操作具有立足长期的定力。感谢大家一路以来的支持与陪伴，希望我们能够共同见证A股证券市场的成熟和壮大。","declarationDate":"2022-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:40:43.456Z","fund":{"_id":3000000010663,"__csrcFundId":8466,"stockCode":"010663","shortName":"长江均衡成长混合(010663)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10663,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:26:08.090Z","status":"normal","inceptionDate":"2020-12-29T16:00:00.000Z","name":"长江均衡成长混合型发起式证券投资基金","exchange":"jj","followedNum":2,"fundCollectionId":4000051260000,"currency":"CNY","masterFundShortName":"长江均衡成长混合","setUpDate":"2020-12-29T16:00:00.000Z","setUpAssetScale":100092739.7,"setUpShares":100092739.7,"pinyin":"cjjhczhhxfqszqtzjj","managers":[{"stockCode":"db20048414","stockType":"fund_manager","exchange":"fm","tickerId":2410050080,"name":"徐婕"}]},"announcement":{"linkText":"长江均衡成长混合型发起式证券投资基金2022年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=729549","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecddb7fea5b3eb04e0d3b","date":"2021-12-30T16:00:00.000Z","stockId":3000000010663,"sao":"2021年全球政治经济形势不断起伏变化，中国A股市场的走势也可谓波澜壮阔，全年呈现深V型走势。春节前，A股市场承接前期的盈利效应，市场热情高涨，场外资金不断涌入，市场行情累创新高。但过热的市场受海外风险偏好降低的影响，2月后市场出现了一波猛烈的调整。与此同时，上半年国内宏观经济逐步走出疫情影响，GDP快速反弹，上市公司各项经营指标也同比出现大幅改善。良好的上市公司盈利情况，遭遇风险偏好降低的市场情绪，上半年A股市场波动剧烈，大起大落，结构化特征十分显著。虽然沪深300指数上半年仅上涨0.26%，但行业和个股在二级市场表现分化巨大。而这种结构性分化行情一直贯穿了全年，受基本面变化和估值水平差异影响，市场一直处于不断的风格轮换之中，对投资操作提出了更高的要求。截止收盘，2021年全年沪深300下跌5.20%。本基金始终坚定立足上市公司基本面分析，同时对市场资金流动和估值变化的情况保持动态观察，据此动态调整投资组合。1季度在市场过热时坚定减仓，有效的规避了市场系统下跌的风险，较好的控制了基金回撤。2季度市场相对稳定后，再陆续加仓，投资于具有业绩增长优势的行业和个股，取得了良好的投资收益。","declarationDate":"2022-01-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:40:43.453Z","mo":"2022年开年以来，国内证券市场遭遇\"倒春寒\"，二级市场股票价格大面积下跌，新基金发行预冷。国际上，地缘政治动荡加剧，美联储加息在即，种种因素对市场上投资者的信心提出了极大的考验。但是我们坚信，不论国内外形势如何波动，现阶段中国经济仍旧充满了活力和机会，2022年中国经济有很大的概率可能继续保持5%以上的经济增长。同时俄乌冲突未尝不是给中国提供了一些新的发展契机，本基金继续看好中国在全球范围内综合竞争实力的提升，坚持聚焦成长，在新的一年中将继续投资于具有行业竞争优势，且公司经营态势持续向好的上市公司，为投资者谋求资产的保值增值。","fund":{"_id":3000000010663,"__csrcFundId":8466,"stockCode":"010663","shortName":"长江均衡成长混合(010663)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10663,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:26:08.090Z","status":"normal","inceptionDate":"2020-12-29T16:00:00.000Z","name":"长江均衡成长混合型发起式证券投资基金","exchange":"jj","followedNum":2,"fundCollectionId":4000051260000,"currency":"CNY","masterFundShortName":"长江均衡成长混合","setUpDate":"2020-12-29T16:00:00.000Z","setUpAssetScale":100092739.7,"setUpShares":100092739.7,"pinyin":"cjjhczhhxfqszqtzjj","managers":[{"stockCode":"db20048414","stockType":"fund_manager","exchange":"fm","tickerId":2410050080,"name":"徐婕"}]},"announcement":{"linkText":"长江均衡成长混合型发起式证券投资基金2021年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=714793","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecddb7fea5b3eb04e0d3a","date":"2021-09-29T16:00:00.000Z","stockId":3000000010663,"sao":"中国经济三季度以来开始初步出现放缓迹象。从需求端我们可以看到房地产销售增速下台阶、国内突发疫情、出口订单见顶预期等负面因素，供给端又有大力度的双减双控措施影响生产，加之PPI居高不下，CPI难以传导导致的价格剪刀差，投资者对3季度GDP增长和上市公司业绩开始心存疑虑。因此在流动性未见收紧的情况下，A股市场表现出了极端的结构性行情。一方面是市场成交量维持天量，另一方面沪深300指数3季度下跌6.85%。本基金3季度继续立足基本面分析，基于长期价值投资的理念，精选有业绩优势和估值优势的个股进行投资，在大盘下跌的情况下获得了一定的超额收益。展望4季度，企业ROE确实有可能面临压力，对投资操作带来一定难度。但7月15日央行超预期的降准显示经济政策可能正在向稳增长的方向变化。基于对中国经济增长和优势行业的长期信心，我们对经济短期的回调和困难应抱有更大的容忍度，本基金将继续坚定持有优质上市公司。同时积极关注10月底政治局会议对4季度经济工作的部署，以及12月政治局会议和中央经济工作会议对明年经济工作的政策指导。","declarationDate":"2021-10-26T16:00:00.000Z","lastUpdated":"2026-03-09T13:40:43.447Z","fund":{"_id":3000000010663,"__csrcFundId":8466,"stockCode":"010663","shortName":"长江均衡成长混合(010663)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10663,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:26:08.090Z","status":"normal","inceptionDate":"2020-12-29T16:00:00.000Z","name":"长江均衡成长混合型发起式证券投资基金","exchange":"jj","followedNum":2,"fundCollectionId":4000051260000,"currency":"CNY","masterFundShortName":"长江均衡成长混合","setUpDate":"2020-12-29T16:00:00.000Z","setUpAssetScale":100092739.7,"setUpShares":100092739.7,"pinyin":"cjjhczhhxfqszqtzjj","managers":[{"stockCode":"db20048414","stockType":"fund_manager","exchange":"fm","tickerId":2410050080,"name":"徐婕"}]},"announcement":{"linkText":"长江均衡成长混合型发起式证券投资基金2021年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=656032","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecddb7fea5b3eb04e0d39","date":"2021-06-29T16:00:00.000Z","stockId":3000000010663,"sao":"今年上半年国内宏观经济逐步走出疫情影响，GDP快速反弹，上市公司各项经营指标也同比出现大幅改善。同时叠加国内外货币流动性的波动，上半年A股证券市场结构化特征十分显著。虽然沪深300指数上半年仅上涨0.26%，但行业和个股分化巨大。本基金坚持立足基本面，优选有业绩优势和估值优势的个股谨慎建仓，获得了一定的投资收益。中国是最快走出疫情影响的经济体，本基金长期看好中国在全球范围内综合竞争力的提升，长期看好A股权益市场的发展。在以较低仓位规避一季度证券市场的大幅回调后，二季度精选个股，逐步加仓布局，至二季度末，总体股票仓位84.33%。本基金将坚持聚焦成长，继续坚持投资于各优势行业中经营情况不断优化的上市公司。","declarationDate":"2021-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:40:43.445Z","mo":"展望下半年，中国经济无疑面临着更为复杂的考验。疫情在国内外的反复和变异，中美关系的变化，都是经济增长所面临的重大不确定性因素。但如果我们将目光放得更加长远一些，就能够非常清晰的看到，中国经济增长的大趋势没有改变，经济结构转型的大方向也没有改变。落实到A股市场投资，一个清晰的逻辑就是，抓住经济增长中最具优势的行业，注重其中公司成长性的考察，就能够具备在中长期的证券投资中取得良好收益的信心。因此，我们继续看好下半年证券市场的投资机会，也许行情仍有颠簸，也许结构化特征将更加明显，但专业的投研体系必将提供专业价值。","fund":{"_id":3000000010663,"__csrcFundId":8466,"stockCode":"010663","shortName":"长江均衡成长混合(010663)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10663,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:26:08.090Z","status":"normal","inceptionDate":"2020-12-29T16:00:00.000Z","name":"长江均衡成长混合型发起式证券投资基金","exchange":"jj","followedNum":2,"fundCollectionId":4000051260000,"currency":"CNY","masterFundShortName":"长江均衡成长混合","setUpDate":"2020-12-29T16:00:00.000Z","setUpAssetScale":100092739.7,"setUpShares":100092739.7,"pinyin":"cjjhczhhxfqszqtzjj","managers":[{"stockCode":"db20048414","stockType":"fund_manager","exchange":"fm","tickerId":2410050080,"name":"徐婕"}]},"announcement":{"linkText":"长江均衡成长混合型发起式证券投资基金2021年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=630327","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecddb7fea5b3eb04e0d38","stockId":3000000010663,"sao":"今年以春节为分界点，A股证券市场可谓跌宕起伏。元旦以来整体A股证券市场继续高歌猛进，基本面逻辑通顺，受到市场认可的部分行业个股涨幅巨大；前期基本面缺乏亮点的行业则乏人问津。本基金于2020年12月30日正式成立，1季度处于建仓期。本基金立足于基本面分析精选个股，选择有估值优势的个股谨慎建仓，并获得了一定的投资收益。春节过后，随着全球疫苗接种的推行，国内外经济复苏预期加大，引发了市场对全球央行收回疫情期间非常规流动性供给的担心。全球资本市场开始由流动性担忧引发的大幅震荡。国内A股也不能幸免，各大指数都出现了不同程度的下跌，其中沪深300指数下跌3.12%。本基金适时减仓，以较低的仓位应对市场波动风险，并将低仓位保持到季末。展望未来，我们对中国的权益市场仍旧充满信心。2020年中国GDP已经首次超过100 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