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本基金压缩了债券组合久期，均衡配置高股息、科技和经济恢复受益消费股。","declarationDate":"2024-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:41:17.401Z","fund":{"_id":3000000010813,"__csrcFundId":8696,"stockCode":"010813","shortName":"华安添益一年混合(010813)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10813,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:30:23.883Z","status":"normal","name":"华安添益一年持有期混合型证券投资基金","exchange":"jj","followedNum":1,"inceptionDate":"2021-03-08T16:00:00.000Z","fundCollectionId":4000050040000,"currency":"CNY","masterFundShortName":"华安添益一年混合","setUpDate":"2021-03-08T16:00:00.000Z","setUpAssetScale":500060575.37,"setUpShares":500060575.37,"pinyin":"hatyyncyqhhxzqtzjj","managers":[{"stockCode":"db20041605","stockType":"fund_manager","exchange":"fm","tickerId":820080090,"name":"贺涛"}]},"announcement":{"linkText":"华安添益一年持有期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=1174267","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecdfd7fea5b3eb04e32b6","date":"2024-06-29T16:00:00.000Z","stockId":3000000010813,"sao":"上半年，国内经济延续回升向好态势，高质量发展扎实推进。出口维持较高增速，制造业PMI先上后下，投资增速缓慢下行、消费增速低位波动。房地产首付比例下调，限购限贷政策进一步放松。通胀方面，CPI小幅为正，PPI负增收窄。货币政策保持稳健宽松，央行降准并下调LPR利率，并通过自律机制取消商业银行“手工补息”抑制金融空转，切实降低实体融资成本。货币市场流动性充裕，利率震荡下行，信用利差继续收窄。权益市场呈现轮动震荡，红利和科技资产相对领先，顺周期和消费板块落后。　　本基金动态调整组合债券久期，优化股票持仓结构，择机增持高股息大盘股和估值较低的TMT个股。","declarationDate":"2024-07-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:41:17.397Z","mo":"展望后市，随着美国经济数据不及预期，美联储降息概率上升叠加地缘政治升级，外围市场波动加大、人民币贬值压力略有缓解。下半年预计外需可能放缓，国内政策将更加聚焦促进内需。财政政策方面，地方债和国债的发行将有所提速、“以旧换新”力度亦将加大，将有助于基建投资企稳回升、企业加快设备更新和促进居民消费。地产“517新政”后下半年将加快相关措施的落实。货币政策方面，降息后央行或将择机进行降准操作。股票市场整体估值仍处低位，关注高股息资产、估值合理且与高质量发展方向相符合的TMT、以及受益于内需恢复的行业个股。历经前期利率快速下行后，债券市场或将震荡盘整。","fund":{"_id":3000000010813,"__csrcFundId":8696,"stockCode":"010813","shortName":"华安添益一年混合(010813)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10813,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:30:23.883Z","status":"normal","name":"华安添益一年持有期混合型证券投资基金","exchange":"jj","followedNum":1,"inceptionDate":"2021-03-08T16:00:00.000Z","fundCollectionId":4000050040000,"currency":"CNY","masterFundShortName":"华安添益一年混合","setUpDate":"2021-03-08T16:00:00.000Z","setUpAssetScale":500060575.37,"setUpShares":500060575.37,"pinyin":"hatyyncyqhhxzqtzjj","managers":[{"stockCode":"db20041605","stockType":"fund_manager","exchange":"fm","tickerId":820080090,"name":"贺涛"}]},"announcement":{"linkText":"华安添益一年持有期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=1152356","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecdfd7fea5b3eb04e32b5","date":"2024-03-30T16:00:00.000Z","stockId":3000000010813,"sao":"一季度海外通胀预期反复，油价、铜价和金价上涨，市场调降美联储降息次数。国内经济平稳，出口走强、二手房交易回暖、消费活跃、PMI等指标走好，而新房销售和房地产投资同比下行。货币政策稳健中性，央行降准1次，下调5年期LPR 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0%附近波动，PPI同比负增有所收敛。货币政策保持稳健，注重跨周期和逆周期调节，降准2次、降息2次引导实体融资利率下行。财政逐步发力，下半年增发1万亿长期建设国债和1.4万亿特殊再融资地方债，有效支撑了经济的复苏以及尾部风险的化解。货币市场整体流动性先松后紧，短期限债券跟随资金面波动，而长期限债券受流动性、供给和预期等影响，收益率震荡下行；信用利差持续收敛。权益市场先扬后抑，市场先后围绕经济复苏、AI、“中特估”、高股息低波等风格展开，全年来看TMT等科技产业以及红利价值股表现较好，地产和消费产业表现相对弱势，可转债市场相对股市“抗跌”。　　本基金在报告期内维持中高等级信用策略，动态调整组合久期和股票的结构与仓位。","declarationDate":"2024-01-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:41:17.392Z","mo":"展望2024年，海外需求或将回落，美联储将开启降息进程。国内方面，经济预计延续温和复苏。房地产投资虽仍在底部徘徊，但随着二手房活跃和三大工程稳步推进，对经济的负向拖累或将减少。积极的财政政策将适度加力、提质增效。稳健的货币政策将灵活适度、精准有效。预计市场流动性整体宽裕，利率仍将震荡下行但波动可能加大，信用利差保持低位。A股整体估值处于历史低位，经济温和复苏背景下，风险偏好或将适度修复。可转债市场整体呈现“债性”，具备“进可攻、退可守”的特性，配置价值提升。本基金将动态调整股票仓位和结构，关注科技成长、高股息低波、央国企重估、经济复苏等相关板块机会。","fund":{"_id":3000000010813,"__csrcFundId":8696,"stockCode":"010813","shortName":"华安添益一年混合(010813)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10813,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:30:23.883Z","status":"normal","name":"华安添益一年持有期混合型证券投资基金","exchange":"jj","followedNum":1,"inceptionDate":"2021-03-08T16:00:00.000Z","fundCollectionId":4000050040000,"currency":"CNY","masterFundShortName":"华安添益一年混合","setUpDate":"2021-03-08T16:00:00.000Z","setUpAssetScale":500060575.37,"setUpShares":500060575.37,"pinyin":"hatyyncyqhhxzqtzjj","managers":[{"stockCode":"db20041605","stockType":"fund_manager","exchange":"fm","tickerId":820080090,"name":"贺涛"}]},"announcement":{"linkText":"华安添益一年持有期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=1048408","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecdfd7fea5b3eb04e32b3","date":"2023-09-29T16:00:00.000Z","stockId":3000000010813,"sao":"三季度，地产政策、信贷政策等多个政策组合拳相继出台，国内经济数据有所改善，PMI持续回升、工业生产加快修复速度，消费好转，投资出现分化，制造业、基建增速回升，而地产降幅扩大。通胀方面，CPI同比增速在0%附近徘徊，PPI同比增速跌幅收窄。货币政策维持宽松，央行降准一次、下调OMO和MLF利率0.1个百分点和0.15个百分点。市场表现方面，短端利率中枢上行，债市出现调整，长端利率先下后上。信用债尤其是城投债受到“一揽子化债”方案的推进，利差有所压缩，整体表现优于利率债。权益市场延续震荡下行，高股息低估值行业涨幅居前，前期涨幅较大的TMT行业显著回调。转债跟随正股调整，估值维持高位。本基金报告期内动态调整行业结构，增配了景气较高的汽车行业相关个股，对地产产业链个股进行了波段操作。","declarationDate":"2023-10-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:41:17.389Z","fund":{"_id":3000000010813,"__csrcFundId":8696,"stockCode":"010813","shortName":"华安添益一年混合(010813)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10813,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:30:23.883Z","status":"normal","name":"华安添益一年持有期混合型证券投资基金","exchange":"jj","followedNum":1,"inceptionDate":"2021-03-08T16:00:00.000Z","fundCollectionId":4000050040000,"currency":"CNY","masterFundShortName":"华安添益一年混合","setUpDate":"2021-03-08T16:00:00.000Z","setUpAssetScale":500060575.37,"setUpShares":500060575.37,"pinyin":"hatyyncyqhhxzqtzjj","managers":[{"stockCode":"db20041605","stockType":"fund_manager","exchange":"fm","tickerId":820080090,"name":"贺涛"}]},"announcement":{"linkText":"华安添益一年持有期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=984889","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecdfd7fea5b3eb04e32b2","date":"2023-06-29T16:00:00.000Z","stockId":3000000010813,"sao":"上半年，海外通胀略有回落但仍处高位，美联储维持紧缩态势。国内方面，一季度经济受“疫后补偿性消费”影响走势较强，二季度则呈现逐步回落态势，尤其是地产产业链恢复力度低于预期。制造业PMI和服务业PMI先扩张后收缩，消费修复，投资、出口有所走弱。社融和信贷一季度高增，二季度有所放缓。通胀方面，CPI低位回落，PPI转负。货币政策转向宽松，央行下调存款准备金率0.25个百分点，下调OMO和MLF利率0.1个百分点。货币市场流动性一季度偏紧、二季度转松，资金利率先上后下。长端利率债受基本面预期由强转弱影响，收益率先上后下，30年国债收益率创近年新低，信用利差收敛。权益市场先扬后抑，报告期内通信、传媒、计算机、机械设备、家用电器、电子、建筑装饰等表现较好，商贸零售、房地产、农林牧渔、食品饮料、交通运输等表现较差。万得可转债等权指数上涨5.49%，估值基本与期初持平。本基金报告期内维持中高等级信用策略，动态调整股票持仓和结构，增持了可转债。","declarationDate":"2023-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:41:17.383Z","mo":"展望下半年，经济企稳向上的积极因素增多。政策方面，随着地产政策边际优化、地方城投平台债务风险逐步化解，经济悲观预期将发生扭转。经济基本面方面，产成品库存水平已降至历史较低水平，经济企稳回升的概率上升。商品价格方面国内大宗工业品价格5月底以来开始反弹，预示着经济正逐步出清进入新的均衡水平。预计下半年货币和财政政策将维持宽松基调。市场流动性充裕，中短期限债券仍有配置价值，中长期限债券收益率波动将有所加大。股票市场，权益资产的配置价值正在上升，一方面，下半年企业盈利增速将见底回升；另一方面，市场估值水平仍处于历史中枢下方，股票风险溢价率水平较低。策略上，债市仍可顺势而为，配置上主要关注中短端高评级信用债。股票和可转债方面，我们将积极关注低估值高分红的的价值股、国内外需求向上的高端制造业，以及数字经济等代表产业创新升级方向的成长股。本基金将秉承稳健、专业的投资理念，勤勉尽责地维护持有人的利益。","fund":{"_id":3000000010813,"__csrcFundId":8696,"stockCode":"010813","shortName":"华安添益一年混合(010813)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10813,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:30:23.883Z","status":"normal","name":"华安添益一年持有期混合型证券投资基金","exchange":"jj","followedNum":1,"inceptionDate":"2021-03-08T16:00:00.000Z","fundCollectionId":4000050040000,"currency":"CNY","masterFundShortName":"华安添益一年混合","setUpDate":"2021-03-08T16:00:00.000Z","setUpAssetScale":500060575.37,"setUpShares":500060575.37,"pinyin":"hatyyncyqhhxzqtzjj","managers":[{"stockCode":"db20041605","stockType":"fund_manager","exchange":"fm","tickerId":820080090,"name":"贺涛"}]},"announcement":{"linkText":"华安添益一年持有期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=960197","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecdfd7fea5b3eb04e32b1","date":"2023-03-30T16:00:00.000Z","stockId":3000000010813,"sao":"一季度，硅谷银行和瑞信银行等欧美银行风险爆露，市场风险偏好下降，美债收益率快速回落。国内，疫情对经济的影响消散，制造业PMI连续三个月处于扩张区间，服务业PMI持续走高。出行和线下消费强劲反弹，房地产销售回暖，外需偏弱，经济整体呈现温和复苏态势。货币政策维持宽松，央行下调存款准备金率0.25个百分点，M2同比增速继续走高，社融和信贷增速见底回升。货币市场流动性整体有所收紧，资金利率持续高于OMO操作利率，短端利率走高；长端利率债受“强预期、弱现实”主导，收益率先上后下、波幅收敛；信用利差重新压缩。权益市场活跃、热点切换频繁，报告期内计算机、传媒、通信、电子等涨幅居前，房地产、银行、电力设备等表现较差；转债指数在报告期上涨3.53%，个券表现分化，TMT转债表现优异，新能源转债表现较弱。本基金在报告期内优化了股票持仓结构，增持了估值处于低位的价值股和成长股。","declarationDate":"2023-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:41:17.379Z","fund":{"_id":3000000010813,"__csrcFundId":8696,"stockCode":"010813","shortName":"华安添益一年混合(010813)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10813,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:30:23.883Z","status":"normal","name":"华安添益一年持有期混合型证券投资基金","exchange":"jj","followedNum":1,"inceptionDate":"2021-03-08T16:00:00.000Z","fundCollectionId":4000050040000,"currency":"CNY","masterFundShortName":"华安添益一年混合","setUpDate":"2021-03-08T16:00:00.000Z","setUpAssetScale":500060575.37,"setUpShares":500060575.37,"pinyin":"hatyyncyqhhxzqtzjj","managers":[{"stockCode":"db20041605","stockType":"fund_manager","exchange":"fm","tickerId":820080090,"name":"贺涛"}]},"announcement":{"linkText":"华安添益一年持有期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=883540","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecdfd7fea5b3eb04e32b0","date":"2022-12-30T16:00:00.000Z","stockId":3000000010813,"sao":"2022年上半年，随着美联储不断的加息提升市场利率，以及俄乌战争推升的全球通胀，各主要经济体都受到较大的冲击。中国经济复苏的节奏也由于突发的疫情而中断，经济运行远低于潜在增速。在此背景下，我国财政政策靠前发力，货币政策方面降准与下调LPR利率并行，并保持了较为宽松的流动性。债券市场资金成本处于近年来的低位，债券市场利率下行，曲线呈现陡峭化。信用市场两级分化，高等级债券信用利差继续缩小，低等级债券风险事件仍时有发生。权益市场也出现了较大波动，市场结构性行情较为明显，估值分化仍在持续。在一季度市场调整之后，二季度权益市场出现较大幅度的反弹，新能源相关的行业在政策预期下处于领跑位置，稳增长的相关行业也受到投资者重视。下半年，海外通胀压力仍大，美联储连续上调联邦基准利率75bp，释放控通胀决心，美债收益率大幅上行，欧美经济衰退风险加剧；俄乌冲突继续激化，地缘风险加剧。国内方面，经济下行压力加大。固定资产投资表现平稳，基建投资发力、制造业投资有韧性、地产投资继续拖累；消费受低基数带动底部修复；但疫情后一直表现韧性的出口，从8月起出现大幅回落。10月末我国优化了防疫政策，同时加大了对房地产行业的救助和刺激，使得经济修复预期有所升温，债券利率出现了一定程度的反弹。而债券市场的波动对市场投资者行为造成较大的影响，利率波动脱离了基本面，出现了一定程度的负反馈。权益市场在弱现实和强预期之间快速切换，市场波动较大，稳增长的行业仍然受到关注。可转债类产品同样受到利率上行影响，溢价率和绝对价格都出现阶段性下降。本基金在一季度调降了权益仓位，并适度拉长了债券组合的久期。二、三季度逐渐提升了权益仓位，加仓重点在新能源以及周期等板块，债券组合保持中性久期。四季度在市场出现较大波动后，权益仓位先降后升，并且增加了对科技板块的持仓，债券久期有所下降。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:41:17.376Z","mo":"展望2023年，外部环境仍然较为复杂。美国通胀水平居高不下，整体的利率水平有可能较长时间保持在较高水平。同时全球的供应链仍然受到地缘政治的影响，处于漫长的调整期中，供应端的不稳定也将继续给全球经济的复苏带来压力。中国的出口也将受到外部需求减弱的影响，难以维持较高的增速。为了保持中国经济的合理增速，预期在经济增长的三驾马车中将更加倚重于投资和消费。经济政策方面预期财政领域将更加积极，基建和促进消费的举措会适度加强。同进会更大力度投资于先进制造和信息技术产业，进一步提升中国的产业竞争力和国际影响力。在货币政策方面预期将保持稳健的总量政策和精准的结构性政策，总体利率水平将稳中有降。同时继续坚守不发生系统性风险的底线。我们认为权益市场将反映新一轮经济周期的大方向，国企改革、产业升级和信息技术的自主化是长期的主线。债券市场在新周期的起点预期将产生一定的波动，但市场利率中枢预期仍然会缓慢下行。本基金在2023年将会保持中性偏高的权益仓位，根据市场相对估值水平进行适度调整。行业配置以消费类、周期类、投资产业链和信息技术产业链为主。债券配置以中高等级信用债、金融债以及利率债为主，根据市场波动对长久期利率品种进行适度波段操作。本基金将秉承稳健、专业的投资理念，勤勉尽责地维护持有人的利益。","fund":{"_id":3000000010813,"__csrcFundId":8696,"stockCode":"010813","shortName":"华安添益一年混合(010813)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10813,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:30:23.883Z","status":"normal","name":"华安添益一年持有期混合型证券投资基金","exchange":"jj","followedNum":1,"inceptionDate":"2021-03-08T16:00:00.000Z","fundCollectionId":4000050040000,"currency":"CNY","masterFundShortName":"华安添益一年混合","setUpDate":"2021-03-08T16:00:00.000Z","setUpAssetScale":500060575.37,"setUpShares":500060575.37,"pinyin":"hatyyncyqhhxzqtzjj","managers":[{"stockCode":"db20041605","stockType":"fund_manager","exchange":"fm","tickerId":820080090,"name":"贺涛"}]},"announcement":{"linkText":"华安添益一年持有期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=867376","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecdfd7fea5b3eb04e32af","date":"2022-09-29T16:00:00.000Z","stockId":3000000010813,"sao":"三季度，海外通胀压力仍大，美联储连续2次上调联邦基准利率75bp，释放控通胀决心，美债收益率再次大幅上行，欧美经济衰退风险加剧；俄乌冲突继续激化，地缘风险加剧。国内方面，经济下行压力加大。固定资产投资表现平稳，基建投资发力、制造业投资韧性、地产投资继续拖累；消费受低基数带动底部修复；疫情后一直表现韧性的出口，在8月出现大幅回落。通胀方面，CPI同比增速平稳回升，PPI快速回落。货币政策维持宽松，M2同比增速较二季末上升0.7个百分点至12.1%，央行下调OMO和MLF操作利率，同时下调LPR贷款利率，引导实体融资成本下降。金融市场流动性维持宽松，货币市场利率维持低位，利率债收益率震荡下行，信用债跟随下行，信用利差维持低位。股市受经济修复放缓和海外影响，在报告期内震荡下跌，汽车、电力设备、电子、传媒等领跌；可转债跟随股市调整，估值先收敛后抬升。本基金在3季度对权益持仓结构进行了调整，增加了对能源和公用事业等价值板块的配置，同时增加了对出行产业链以及稳增长产业链的关注。债券投资方面降低了久期，降低了杠杆和信用债的配置。","declarationDate":"2022-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:41:17.373Z","fund":{"_id":3000000010813,"__csrcFundId":8696,"stockCode":"010813","shortName":"华安添益一年混合(010813)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10813,"masterFundFlag":1,"lastUpdated":"2026-04-30T22:30:23.883Z","status":"normal","name":"华安添益一年持有期混合型证券投资基金","exchange":"jj","followedNum":1,"inceptionDate":"2021-03-08T16:00:00.000Z","fundCollectionId":4000050040000,"currency":"CNY","masterFundShortName":"华安添益一年混合","setUpDate":"2021-03-08T16:00:00.000Z","setUpAssetScale":500060575.37,"setUpShares":500060575.37,"pinyin":"hatyyncyqhhxzqtzjj","managers":[{"stockCod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