window.pageData = {"stock":{"_id":3000000011932,"stockCode":"011932","shortName":"工银战略远见混合A","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":11932,"masterFundFlag":1,"status":"normal","inceptionDate":"2021-04-25T16:00:00.000Z","name":"工银瑞信战略远见混合型证券投资基金","exchange":"jj","followedNum":12,"fundCollectionId":4000050470000,"currency":"CNY","masterFundShortName":"工银战略远见混合","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":6044264671.82,"setUpShares":6044264671.82,"pinyin":"gyrxzlyjhhxzqtzjj","fundCollection":{"exchange":"jjgs","stockType":"fund_collection","stockCode":"50470000","tickerId":50470000,"name":"工银瑞信基金管理有限公司"},"managers":[{"name":"杜洋","stockType":"fund_manager","stockCode":"db20322942","exchange":"fm","tickerId":425159910}],"hotMetrics":{"fss":{"stockId":3000000011932,"type":"fss","f_s_s_d":"2024-06-29T16:00:00.000Z","f_ins_h_s_r":0.0298,"f_ins_h_s_r_c_hy":-0.027700000000000002,"f_ins_h_s_r_c_1y":-0.028900000000000002,"f_ind_h_s_r":0.9702,"f_ind_h_s_r_c_hy":0.027699999999999947,"f_ind_h_s_r_c_1y":0.028900000000000037,"f_h_a":29792,"f_h_s_a":103057,"last_data_date":"2025-12-30T16:00:00.000Z"},"fpr":{"stockId":3000000011932,"type":"fpr","f_p_r_fys_ssc":8993,"f_p_r_fys_ssrp":0.5093416370106761,"f_p_r_m1_ssc":9217,"f_p_r_m1_ssrp":0.24381510416666666,"f_p_r_m3_ssc":9089,"f_p_r_m3_ssrp":0.38369278169014087,"f_p_r_m6_ssc":8808,"f_p_r_m6_ssrp":0.641875780629045,"f_p_r_y1_ssc":8330,"f_p_r_y1_ssrp":0.4675231120182495,"f_p_r_y2_ssc":7721,"f_p_r_y2_ssrp":0.43484455958549223,"f_p_r_y3_ssc":6925,"f_p_r_y3_ssrp":0.6464471403812825,"f_cagr_p_r_fs_ssc":9135,"f_cagr_p_r_fs_ssrp":0.8643529669367199,"f_p_r_y5_ssc":4312,"f_p_r_y5_ssrp":0.7360241243331014},"fp":{"stockId":3000000011932,"type":"fp","f_p_r_fys":0.06539057313564922,"f_p_r_m1":0.12619883040935687,"f_p_r_m3":0.05523287671232868,"f_p_r_m6":0.030280333832655604,"f_p_r_y1":0.3073998642226745,"f_cagr_p_r_fs":-0.007482931564781081,"f_p_r_d1":-0.00712269856202119,"f_p_r_y2":0.41853270477312865,"f_p_r_y3":0.12910412757973821,"last_data_date":"2026-05-07T16:00:00.000Z","f_p_r_y5":-0.03710000000000069},"ff":{"stockId":3000000011932,"type":"ff","f_m_f":18489519,"f_m_f_r":0.012,"f_c_f":3081586,"f_c_f_r":0.002,"f_m_a_c_f":21571105,"f_m_a_c_f_r":0.014,"f_m_c_f_d":"2024-11-28T16:00:00.000Z","f_c_fr":0.002,"f_fr_d":"2025-12-30T16:00:00.000Z","f_m_fr":0.012,"f_mac_fr":0.014},"f_nlacan":{"stockId":3000000011932,"type":"f_nlacan","f_nv_d":"2026-05-07T16:00:00.000Z","f_nv":0.9629,"f_nv_cr":-0.020846044335977365},"f_as":{"stockId":3000000011932,"type":"f_as","f_tas":1897417205.9576,"f_tas_d":"2026-03-30T16:00:00.000Z"}},"masterSlaveFunds":[{"_id":3000000011933,"name":"工银瑞信战略远见混合型证券投资基金","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","stockCode":"011933","tickerId":11933,"shortName":"工银战略远见混合C","__csrcFundId":9063,"lastUpdated":"2025-01-04T00:32:09.664Z","followedNum":3,"exchange":"jj","fundCollectionId":4000050470000,"inceptionDate":"2021-04-25T16:00:00.000Z","currency":"CNY","status":"normal","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":666921268.67,"setUpShares":666921268.67,"masterFundFlag":null,"activeFundFlag":null,"classificationFlag":null,"closedEnd":null,"etfFundFlag":null,"feederFundFlag":null,"indexFundFlag":null,"lofFundFlag":null,"pensionTargetFlag":null,"pinyin":"gyrxzlyjhhxzqtzjj"}],"shareholdings":[{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000011932,"stockId":300750,"holdings":495278,"marketCap":198953172,"netValueRatio":0.0968,"quarterlyChange":0.09377552687469404,"stock":{"stockCode":"300750","exchange":"sz","stockType":"company","tickerId":300750,"name":"宁德时代"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000011932,"stockId":1979,"holdings":19458522,"marketCap":163646170,"netValueRatio":0.0796,"quarterlyChange":-0.026620370370370683,"stock":{"stockCode":"001979","exchange":"sz","stockType":"company","tickerId":1979,"name":"招商蛇口"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000011932,"stockId":1000000000000700,"holdings":241900,"marketCap":103375432,"netValueRatio":0.0503,"quarterlyChange":-0.19198664440734592,"stock":{"stockCode":"00700","exchange":"hk","stockType":"company","tickerId":700,"name":"腾讯控股"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000011932,"stockId":2475,"holdings":1969100,"marketCap":96997866,"netValueRatio":0.0472,"quarterlyChange":-0.12865179318957487,"stock":{"stockCode":"002475","exchange":"sz","stockType":"company","tickerId":2475,"name":"立讯精密"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000011932,"stockId":1000000000006990,"holdings":211900,"marketCap":86064668,"netValueRatio":0.0419,"quarterlyChange":0.17287098419173907,"stock":{"exchange":"hk","stockType":"company","stockCode":"06990","tickerId":6990,"name":"科伦博泰生物"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000011932,"stockId":1000000000002423,"holdings":2199300,"marketCap":73596946,"netValueRatio":0.0358,"quarterlyChange":-0.08674698795180746,"stock":{"exchange":"hk","stockType":"company","stockCode":"02423","tickerId":2423,"name":"贝壳-W"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000011932,"stockId":600276,"holdings":1276820,"marketCap":70506000,"netValueRatio":0.0343,"quarterlyChange":-0.07302333389289883,"stock":{"stockCode":"600276","exchange":"sh","stockType":"company","tickerId":600276,"name":"恒瑞医药"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000011932,"stockId":601336,"holdings":1134900,"marketCap":69830397,"netValueRatio":0.034,"quarterlyChange":-0.11721664275466315,"stock":{"stockCode":"601336","exchange":"sh","stockType":"company","tickerId":601336,"name":"新华保险"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000011932,"stockId":603259,"holdings":580075,"marketCap":56905357,"netValueRatio":0.0277,"quarterlyChange":0.08230361871138547,"stock":{"stockCode":"603259","exchange":"sh","stockType":"company","tickerId":603259,"name":"药明康德"}},{"date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","fundId":3000000011932,"stockId":1000000000002162,"holdings":1052000,"marketCap":56382008,"netValueRatio":0.0274,"quarterlyChange":0.1356407857811035,"stock":{"stockType":"company","exchange":"hk","stockCode":"02162","tickerId":2162,"name":"康诺亚-B"}}],"lastFsMetrics":{"latestTurnoverRate":1.1023097087753315,"latestTurnoverRateDate":"2025-12-30T16:00:00.000Z"}},"list":[{"_id":"69e8eb6c1398d79843fe9286","date":"2026-03-30T16:00:00.000Z","declarationDate":"2026-04-21T16:00:00.000Z","stockId":3000000011932,"sao":"海外方面，年初至2月末，海外经济延续增长动能平稳修复、通胀温和的态势。3月以来中东局势持续升级并带动油价飙升，通胀预期抬升下，市场对于主要海外央行货币政策宽松预期下降。流动性收紧预期叠加避险情绪，全球主要国家债券收益率上行、权益市场走弱。　　国内方面，年初至2月末，经济增长动能维持平稳，外需维持强劲、内需底部震荡。供需调整使得工业品价格呈现上行态势，并带动1-2月工业企业营收增速和利润增速回升。3月以来油价上行带来输入性成本抬升，进一步加强了工业品价格上行的幅度。　　A股方面，岁末年初市场一度大幅上涨，1月中下旬后转向震荡，“涨价”主线贯穿1-2月市场。3月以来中东局势升级，风险偏好、流动性预期进一步下降背景下，指数有所回调。整体来看，一季度红利风格小幅占优，申万一级行业中煤炭、石油石化、电力及公用事业涨幅居前。组合结构在一季度大体稳定，保持了大盘成长风格，在电子、医药、地产等板块内，做了适度的个股切换，主要是根据基本面和估值的情况。组合计划保持对内需链条的超配，同时在医药、机械、新能源等领域寻找自下而上的机会，力争提高收益。","lastUpdated":"2026-04-22T15:38:20.165Z","fund":{"_id":3000000011932,"__csrcFundId":9063,"stockCode":"011932","shortName":"工银战略远见混合(011932)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":11932,"masterFundFlag":1,"lastUpdated":"2026-04-30T23:03:47.523Z","status":"normal","inceptionDate":"2021-04-25T16:00:00.000Z","name":"工银瑞信战略远见混合型证券投资基金","exchange":"jj","followedNum":12,"fundCollectionId":4000050470000,"currency":"CNY","masterFundShortName":"工银战略远见混合","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":6044264671.82,"setUpShares":6044264671.82,"pinyin":"gyrxzlyjhhxzqtzjj","managers":[{"stockCode":"db20322942","stockType":"fund_manager","exchange":"fm","tickerId":425159910,"name":"杜洋"}]},"announcement":{"linkText":"工银瑞信战略远见混合型证券投资基金2026年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1476652","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69cd14415c96f51c69ab89c8","date":"2025-12-30T16:00:00.000Z","declarationDate":"2026-03-30T16:00:00.000Z","stockId":3000000011932,"sao":"海外经济方面，美国货币政策进入降息周期，2025年三次降息分别发生在9月、10月和12月，每次幅度均为25个基点，符合市场预期。考虑到美国就业市场仍然承压、通胀短期压力可控，美联储进一步宽松仍可期待，有助于全球经济温和修复。　　2025年国内经济呈现“前高后稳”的态势，回顾全年，一季度经济实现良好开局，上半年国内生产总值同比增长5.3%，尽管三、四季度增速因国内外复杂环境而有所放缓，但仍实现全年增长目标。外需方面，虽受关税政策扰动，但出口韧性较强。内需方面，“以旧换新”政策带动耐用消费品零售增长，制造业投资增速承压，但新兴产业增长强劲。　　受全球流动性宽松、AI产业趋势发展和国内经济结构转型等因素推动，2025年A股宽基指数普涨，成长风格占优。一级行业方面，涨幅前三的申万一级行业为有色金属、通信、电子。　　　　　　　组合全年结构做了适度优化，组合风格逐步稳定保持在大盘成长。板块来看，在保持对内需链条和医药板块超配的同时，增持了新能源、电子、机械等成长类板块，减持银行、建筑等板块，并在内需链条内部，做了品种切换。全年来看，由于内需板块基本面低于预期，股价走势也并不是很理想，拖累组合业绩。不过，从中期维度来看，内需景气度具备见底迹象，相关公司的竞争力经历行业下行期洗礼后仍不断增强，盈利能力也具备韧性，估值水平处于历史相对较低位置附近，投资价值进一步提升。在保持大盘成长风格的基础上，组合维持了对内需链条的超配。","lastUpdated":"2026-04-01T12:49:05.048Z","mo":"海外增长方面，随着金融条件的逐渐宽松和财政刺激政策的落地，预计美国经济增长动能将逐渐修复。国内方面，预计2026年国内实际经济增长相对平稳，宏观政策在保持力度的同时更注重提质增效，经济增长的质量将有所提升，名义GDP增速有望企稳并略回升。整体而言，国内外积极货币政策和宽松流动性环境未变。无风险利率维持低位、居民资产再配置需求仍存的背景下，叠加盈利周期的逐步回升，仍然看好A股市场走势。但考虑到市场估值已经处在相对高位，海外流动性宽松预期较为充分，国内政策更加注重提质增效，预计市场波动也将有所加大。全年来看，市场的机会是多元的。一是看好人工智能发展驱动下的新兴产业机会，2026年机会或将会进一步扩散；二是看好供需改善的部分顺周期产业机会，市场自发出清和“反内卷”政策使得部分行业供给端在逐渐出清，需求端有望逐渐实现平稳，带动行业盈利重新进入上行通道。经历过2025年市场估值水平的整体抬升，当前整体估值已经不再具有类似2024年的绝对安全边际，但并不意味着没有投资机会。从历史上看，结构性牛市转化为全面牛市，需要流动性或者企业盈利的配合，因此重点跟踪这两个因素在2026年的变化。从结构来看，内需链条的景气度、估值、市场预期均处于历史低位，而参考历史和海外经验，内需板块仍具有较大的市场空间和市值弹性，当前时间点来看，性价比较高。组合计划保持大盘成长风格，保持对内需链条的超配，并在包括新能源、机械、军工、医药等在内的成长领域自下而上精选个股，增强组合弹性。","fund":{"_id":3000000011932,"__csrcFundId":9063,"stockCode":"011932","shortName":"工银战略远见混合(011932)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":11932,"masterFundFlag":1,"lastUpdated":"2026-04-30T23:03:47.523Z","status":"normal","inceptionDate":"2021-04-25T16:00:00.000Z","name":"工银瑞信战略远见混合型证券投资基金","exchange":"jj","followedNum":12,"fundCollectionId":4000050470000,"currency":"CNY","masterFundShortName":"工银战略远见混合","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":6044264671.82,"setUpShares":6044264671.82,"pinyin":"gyrxzlyjhhxzqtzjj","managers":[{"stockCode":"db20322942","stockType":"fund_manager","exchange":"fm","tickerId":425159910,"name":"杜洋"}]},"announcement":{"linkText":"工银瑞信战略远见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=1459510","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecee27fea5b3eb04f394d","date":"2025-09-29T16:00:00.000Z","declarationDate":"2025-10-27T16:00:00.000Z","stockId":3000000011932,"sao":"2025年3季度，美联储货币政策重回宽松预期、主要国家财政政策延续发力、贸易摩擦烈度逐渐收窄背景下，全球主要权益市场均录得上涨。国内经济增长动能较上半年走弱但下行幅度有限。需求端来看，出口维持韧性，投资、消费增速放缓。生产端来看，与地产、基建相关的传统行业延续疲弱，人工智能、新能源等相关新兴产业维持高速增长，政策对宏观经济和市场仍然形成正面支撑。广谱利率持续下行背景下，资金对权益市场的配置需求增加。在此背景下，A股市场主要宽基指数涨幅均超过10%，其中创业板指涨幅较大。从风格上看，市场延续成长优于价值格局。分行业看，通讯、电子、电力设备新能源涨幅靠前，银行、交运、公用事业等排名靠后。组合在三季度降低金融板块的配置比例，主要是减持银行，在估值水平提高之后，银行的中长期性价比有所下降。组合同步增持了新能源、高端装备等领域，并保持对医药和地产链条的配置，主要是基于中期维度性价比的考虑，上述领域中有些已经进入景气上行周期、虽有表现但仍有较大空间，有些领域仍在偏左侧区域，但风险释放充分，潜在上行空间较大。组合定位于大盘风格，截止本报告期末，体现出大盘成长的风格特征，预计未来一段时间会延续这个风格特征。","lastUpdated":"2026-03-09T13:45:06.299Z","fund":{"_id":3000000011932,"__csrcFundId":9063,"stockCode":"011932","shortName":"工银战略远见混合(011932)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":11932,"masterFundFlag":1,"lastUpdated":"2026-04-30T23:03:47.523Z","status":"normal","inceptionDate":"2021-04-25T16:00:00.000Z","name":"工银瑞信战略远见混合型证券投资基金","exchange":"jj","followedNum":12,"fundCollectionId":4000050470000,"currency":"CNY","masterFundShortName":"工银战略远见混合","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":6044264671.82,"setUpShares":6044264671.82,"pinyin":"gyrxzlyjhhxzqtzjj","managers":[{"stockCode":"db20322942","stockType":"fund_manager","exchange":"fm","tickerId":425159910,"name":"杜洋"}]},"announcement":{"linkText":"工银瑞信战略远见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=1378640","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecee27fea5b3eb04f394c","date":"2025-06-29T16:00:00.000Z","stockId":3000000011932,"sao":"2025年上半年海外市场受美国政府政策及地缘政治冲突影响，波动较大。一季度，美国增长和就业边际走弱叠加美国关税政策的扰动，市场对美国经济衰退风险担忧加大，避险情绪升温。二季度以来，随着美国关税政策缓和、财政法案的推进等利好因素推动，市场风险偏好有所修复，美股三大股指普涨。　　2025年上半年A股市场呈现区间震荡走势。国内稳增长政策发力和新兴产业发展的带动下，国内经济延续去年四季度以来的平稳修复态势。一季度，DeepSeek等科技突破提升微观主体信心和市场风险偏好，市场整体上行。二季度，美国关税对市场形成短暂冲击，但在稳增长、稳市场政策明确的背景下，A股市场整体呈现逐渐修复态势。风格上，上半年成长板块占优。分行业来看，上半年中信一级行业中有色金属、银行、传媒涨幅居前，煤炭、房地产、食品饮料等板块跌幅居前。上半年组合增持成长风格，适度兑现了前期涨幅较大、估值有所提升的个股，相对基准而言，组合在风格层面更加均衡。上半年超配的医药对组合有较大贡献，但地产及其产业链受基本面拖累，表现一般。","declarationDate":"2025-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:45:06.297Z","mo":"海外方面，我们认为主要经济体增长动能走弱但硬着陆风险较低。美国就业压力逐渐显现将促使美联储大概率重启降息。国内方面，外需走弱和政策脉冲趋缓对经济增长形成一定下行压力，但考虑到我国出口竞争优势，房地产调整对经济的影响程度或将降低，经济结构转型下新兴产业发展动能仍强，预计下半年经济增长呈现温和放缓态势。政策稳增长、稳市场方向明确，将进一步推动支持经济结构转型升级。短期市场对当前宏观经济状态定价较为充分，往后看经济增长短期存在一定的下行压力，但倾向于认为下行幅度和持续时间有限，同时考虑到市场流动性维持宽松，政策对经济和市场的支持，预计市场维持震荡格局，存在结构性机会。中期来看，A股盈利增速正在接近底部，未来盈利回升或将进一步推动上行。配置上，一是在广谱利率下行背景下，经营稳健、分红率高的红利资产仍具备配置性价比；二是以人工智能、创新药代表的新兴产业发展空间较大；三是中期维度，顺周期龙头资产也在逐渐走出盈利底部，赔率较高。关注海外政策不确定性可能对市场带来的冲击。展望下半年，在宏观经济风险得到较为充分的释放、流动性保持较为宽松状态的背景下，整体市场机会大于风险。行业方面，重点关注两个方向，一是景气度逐步见底回升的成长类风格，立足于2-3年维度，选择业绩弹性比较大、当前估值水平不高、长期竞争力经受住考验的标的逐步增持；二是伴随宏观经济风险缓释、有望估值修复的价值风格，尤其是选择当前中长期预期较为悲观的环节，风险因素可能已经被估值充分定价，未来有希望出现估值修复的机会。","fund":{"_id":3000000011932,"__csrcFundId":9063,"stockCode":"011932","shortName":"工银战略远见混合(011932)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":11932,"masterFundFlag":1,"lastUpdated":"2026-04-30T23:03:47.523Z","status":"normal","inceptionDate":"2021-04-25T16:00:00.000Z","name":"工银瑞信战略远见混合型证券投资基金","exchange":"jj","followedNum":12,"fundCollectionId":4000050470000,"currency":"CNY","masterFundShortName":"工银战略远见混合","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":6044264671.82,"setUpShares":6044264671.82,"pinyin":"gyrxzlyjhhxzqtzjj","managers":[{"stockCode":"db20322942","stockType":"fund_manager","exchange":"fm","tickerId":425159910,"name":"杜洋"}]},"announcement":{"linkText":"工银瑞信战略远见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=1345828","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecee27fea5b3eb04f394b","date":"2025-03-30T16:00:00.000Z","stockId":3000000011932,"sao":"2025年一季度，美国增长和就业呈现回落态势，叠加政策层面的扰动，市场对美国经济衰退风险担忧加大。在经济不确定性增强的背景下，美联储决策暂时进入观望阶段，美股震荡加剧，三大股指均下跌。　　2025年一季度，在国内稳增长政策发力和新兴产业发展的带动下，国内经济延续四季度以来的平稳修复态势。DeepSeek等科技突破提升微观主体信心和市场风险偏好。具体来看：外需方面，去年高基数叠加海外需求动能减弱，出口较2024年有所回落。内需方面，新兴产业发展和政府发力支持制造业投资、基建投资维持相对高位，房地产和消费维持平稳。　　2025年一季度，A股经历1月下跌调整后，春节以来科技板块引领A股估值继续修复。从市场风格看，一季度A股市场风格整体偏向成长，汽车、有色金属等行业涨幅居前。1季度，组合整体结构有略微调整，在保持整体结构稳定的基础上，增持了自身景气周期逐步向上的一些成长类公司，以及受益于政策的内需消费板块，减持了部分估值水平上升后吸引力下降的标的。组合坚持自上而下与自下而上相结合的思路，从中长期性价比出发进行行业配置和个股选择，力争实现相对稳健的相对和绝对收益。","declarationDate":"2025-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:45:06.294Z","fund":{"_id":3000000011932,"__csrcFundId":9063,"stockCode":"011932","shortName":"工银战略远见混合(011932)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":11932,"masterFundFlag":1,"lastUpdated":"2026-04-30T23:03:47.523Z","status":"normal","inceptionDate":"2021-04-25T16:00:00.000Z","name":"工银瑞信战略远见混合型证券投资基金","exchange":"jj","followedNum":12,"fundCollectionId":4000050470000,"currency":"CNY","masterFundShortName":"工银战略远见混合","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":6044264671.82,"setUpShares":6044264671.82,"pinyin":"gyrxzlyjhhxzqtzjj","managers":[{"stockCode":"db20322942","stockType":"fund_manager","exchange":"fm","tickerId":425159910,"name":"杜洋"}]},"announcement":{"linkText":"工银瑞信战略远见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=1278320","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecee27fea5b3eb04f394a","date":"2024-12-30T16:00:00.000Z","stockId":3000000011932,"sao":"2024年，欧美经济增长和通货膨胀均呈现回落态势，货币政策进入宽松周期。欧美连续降息后，四季度全球经济环比温和修复，主要经济体中除欧元区外均出现改善态势。　　2024年国内经济呈现“U型”走势。一季度GDP增速较高，二、三季度有所放缓，随着一揽子稳增长政策的接续发力，四季度以来增长动能逐渐企稳。外需方面，海外经济景气温和回落与补库存接近尾声，出口较2023年回落但韧性仍强。内需方面，“以旧换新”政策红利带动耐用消费品零售明显增长，宽松政策支持下房地产销售呈现企稳迹象，新兴产业发展带动制造业投资维持高位。　　2024年A股市场一波三折，一季度明显反弹、二三季度持续回调后，9月底以来大幅上涨，截至12月31日，上证综指、沪深300、中证500、创业板指年内均实现正收益。从市场风格看，全年A股市场风格整体偏向价值板块，银行、非银金融、家电等行业涨幅居前。　　组合2024年大体保持结构上的平稳，超配金融地产，并根据行业和公司的基本面变化，做了适度的个股替换。下半年，逐步增持了以消费、医药为代表的大消费板块，主要是行业基本面持续下滑后有见底迹象，估值水平回落到较低位置，中长期来看仍有较大空间。全年来看，组合结构变化不大，持仓风格较为稳定。","declarationDate":"2025-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:45:06.292Z","mo":"海外经济方面，2025年海外经济增长动能或将进一步趋弱但韧性仍强。美国通胀可能存在上行风险，美联储降息大概率进入观察期。　　国内经济方面，2025年国内经济增长有望逐渐企稳。外需不确定性加大，扩内需成为稳增长的重要抓手。为对冲国内经济周期性下行压力及应对外需不确定性风险，政策将进一步扩大内需。财政政策、货币政策有望更加积极。在稳增长政策支持下，国内经济动能预计将持续恢复。　　2025年对外贸易表现和国内财政政策是影响市场的主要因素，预计市场呈现震荡格局，波动可能加大，存在结构性机会。国内政策方向将持续积极，经济数据维持平稳，对市场形成一定支撑；但海外环境不确定性仍大，可能对市场造成阶段性扰动。A股上市公司盈利能力已经历较长时间调整，部分行业产能、库存逐渐出清，需求端下行压力逐渐缓解，相关行业及板块存在投资机会。　　2025年市场结构性机会可期，自上而下来看，部分行业在过去数年经历了比较明显的去产能，供给收缩非常明显，而需求虽有下降，但幅度明显小于供给。我们发现，类似行业并不少，依靠供给端调整实现景气度见底企稳，并实现可持续的盈利，可能在未来出现。自下而上来看，一些具备长期竞争力的公司，由于短期行业下行，面临一定的经营压力，但从份额、盈利能力、现金流等角度来看，竞争力并未下降，这类公司一旦在行业企稳或者恢复上行，可能也会有较好的业绩弹性。组合坚持自上而下和自下而上的思路，兼顾估值和基本面，综合考虑安全边际和未来空间，精选行业和个股，力争实现超额收益。","fund":{"_id":3000000011932,"__csrcFundId":9063,"stockCode":"011932","shortName":"工银战略远见混合(011932)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":11932,"masterFundFlag":1,"lastUpdated":"2026-04-30T23:03:47.523Z","status":"normal","inceptionDate":"2021-04-25T16:00:00.000Z","name":"工银瑞信战略远见混合型证券投资基金","exchange":"jj","followedNum":12,"fundCollectionId":4000050470000,"currency":"CNY","masterFundShortName":"工银战略远见混合","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":6044264671.82,"setUpShares":6044264671.82,"pinyin":"gyrxzlyjhhxzqtzjj","managers":[{"stockCode":"db20322942","stockType":"fund_manager","exchange":"fm","tickerId":425159910,"name":"杜洋"}]},"announcement":{"linkText":"工银瑞信战略远见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=1256880","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecee27fea5b3eb04f3949","date":"2024-09-29T16:00:00.000Z","stockId":3000000011932,"sao":"海外方面，三季度海外经济增长动能延续走弱，但韧性仍然较强，通胀压力缓解以及增长动能放缓背景下，海外流动性边际宽松。9月18日，美联储宣布降息50个基点，这是美联储2022年3月启动本轮紧缩周期以来首次降息。我们认为美国经济实现软着陆的概率较大，不过考虑到货币政策对经济的影响的滞后性，预计接下来3-6个月海外市场仍将在增长放缓与货币宽松交易之间波动切换。　　国内方面，三季度经济增长动能仍然偏弱，中采PMI指数处于荣枯线以下。9月26日中共中央政治局召开会议，分析研究当前经济形势，部署下一步经济工作，此次会议召开时间、对当前经济形势的判断、后续政策部署均超出市场预期。整体上看，政治局会议表态对市场信心修复有积极意义。伴随后续稳增长政策落地，经济有望逐渐企稳。　　市场方面，三季度A股先抑后扬，9月政治局会议后宽基指数快速反弹并创出年内新高。其中，创业板指和科创50在三季度领涨，沪深300涨幅也达到16.1%。分中信一级行业看，三季度非银金融、综合金融、房地产行业领涨，石油石化、煤炭、公用事业等行业表现靠后。风格层面看，三季度前期大盘价值风格相对占优，9月下旬后大盘成长转为占优。　　本组合保持了组合结构的大体稳定，结合自下而上公司基本面情况，对持仓做了个股层面的调整。未来立足于自上而下与自下而上相结合的思路，考虑基准情况，在A股和港股精选具有长期成长空间、估值水平合理的公司长期持有，力争获取盈利增长带来的投资收益。","declarationDate":"2024-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:45:06.289Z","fund":{"_id":3000000011932,"__csrcFundId":9063,"stockCode":"011932","shortName":"工银战略远见混合(011932)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":11932,"masterFundFlag":1,"lastUpdated":"2026-04-30T23:03:47.523Z","status":"normal","inceptionDate":"2021-04-25T16:00:00.000Z","name":"工银瑞信战略远见混合型证券投资基金","exchange":"jj","followedNum":12,"fundCollectionId":4000050470000,"currency":"CNY","masterFundShortName":"工银战略远见混合","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":6044264671.82,"setUpShares":6044264671.82,"pinyin":"gyrxzlyjhhxzqtzjj","managers":[{"stockCode":"db20322942","stockType":"fund_manager","exchange":"fm","tickerId":425159910,"name":"杜洋"}]},"announcement":{"linkText":"工银瑞信战略远见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=1179839","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecee27fea5b3eb04f3948","date":"2024-06-29T16:00:00.000Z","stockId":3000000011932,"sao":"上半年沪深300上涨0.89%，中证500下跌9.0%，市场结构分化明显，集中在出海、红利、资源等几个方向，以创业板为代表的成长风格表现一般，以中证2000为代表的中小盘公司表现较差。从经济基本面来看，整体呈现比较稳健的状态，制造业投资和出口的表现好于年初预期，地产依然是主要拖累，基建、消费保持韧性，随着地产政策逐步调整，部分一二线城市二手房成交有所恢复，需求逐步释放，虽然政策效果还要观察，但地产对经济拖累最大的阶段可能逐步过去，经济面临的整体风险也大幅下降。从流动性来看，央行引导市场重视存量盘活，而不仅仅关注增量，因此社融增速有一定下降，市场也在逐步适应新的流动性环境，针对权益市场而言，流动性环境大体平稳，没有出现很明显的流入流出。企业盈利弱复苏状态，但结构分化明显，上游明显好于中下游，利润分配的格局比23年进一步强化。在经济基本面稳定、流动性稳健、企业盈利弱复苏背景下，资本市场表现弱于实体经济，主要是风险偏好有所下降。本组合结构没有发生太大变化，坚持自上而下和自下而上相结合的思路，保持组合结构稳定，在个股层面结合基本面情况做了适度调整。","declarationDate":"2024-07-17T16:00:00.000Z","lastUpdated":"2026-03-09T13:45:06.286Z","mo":"下半年，宏观基本面恢复的弹性主要取决于以地产为代表的内需，在政策推动下，有望逐步企稳修复。流动性环境整体平稳，在稳汇率限制下，大幅宽松的难度较大。当前市场风险偏好处于低位，且整体估值水平不高，反映了对中长期的一些担忧。从中观行业来看，结合产能利用率和需求景气度变化，部分行业具备即使保持目前的低估值状态，也已经具备比较好的中长期投资价值。综合考虑企业盈利、流动性环境和风险偏好情况，预计下半年以结构性机会为主，等待经济有明显上行趋势后，市场可能有更佳表现。本组合计划保持相对稳定的配置结构，结合个股基本面情况，适度调整个股配置。","fund":{"_id":3000000011932,"__csrcFundId":9063,"stockCode":"011932","shortName":"工银战略远见混合(011932)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":11932,"masterFundFlag":1,"lastUpdated":"2026-04-30T23:03:47.523Z","status":"normal","inceptionDate":"2021-04-25T16:00:00.000Z","name":"工银瑞信战略远见混合型证券投资基金","exchange":"jj","followedNum":12,"fundCollectionId":4000050470000,"currency":"CNY","masterFundShortName":"工银战略远见混合","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":6044264671.82,"setUpShares":6044264671.82,"pinyin":"gyrxzlyjhhxzqtzjj","managers":[{"stockCode":"db20322942","stockType":"fund_manager","exchange":"fm","tickerId":425159910,"name":"杜洋"}]},"announcement":{"linkText":"工银瑞信战略远见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=1148875","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecee27fea5b3eb04f3947","date":"2024-03-30T16:00:00.000Z","stockId":3000000011932,"sao":"1季度沪深300上涨3.1%，中证500下跌2.6%，虽然涨跌幅不大，但1季度市场波动非常剧烈，尤其是在1月下旬至2月上旬的期间内，部分中小市值股票大幅下跌，带动市场明显调整。春节后，随着稳定市场的措施逐步到位，市场恐慌逐步消退，前期下跌较多的中小盘公司反弹也比较明显，市场逐步恢复到正常状态。从风格上看，红利风格和以AI、低空经济为代表的主题表现较好，医药、地产表现偏弱。宏观经济方面，经济读数好于预期，尤其是在出口带动下，生产端较为旺盛，工业增加值明显超预期；但需求端复苏偏慢，尤其是地产链条依然对经济产生了较明显的拖累。供求错配背景下，一方面整体价格体系偏弱，另一方面不同行业的利润分配，也根据不同环节供给端增长速度，产生了明显差异，上游较好，中下游偏弱。从趋势上看，由于基数原因，地产对经济的拖累正在逐步减弱，而支撑经济增长的动力有望持续，生产端强势有望通过企业盈利，传导至居民收入和消费，带动经济的可持续增长。在经济增长预期修正的前提下，叠加一系列稳定市场的友好政策，资本市场也有望同步表现。本组合综合估值和中长期空间来考虑行业配置和仓位分配，一季度保持了持仓结构的稳定，针对个股基本面变化做了适度调整。","declarationDate":"2024-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:45:06.283Z","fund":{"_id":3000000011932,"__csrcFundId":9063,"stockCode":"011932","shortName":"工银战略远见混合(011932)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":11932,"masterFundFlag":1,"lastUpdated":"2026-04-30T23:03:47.523Z","status":"normal","inceptionDate":"2021-04-25T16:00:00.000Z","name":"工银瑞信战略远见混合型证券投资基金","exchange":"jj","followedNum":12,"fundCollectionId":4000050470000,"currency":"CNY","masterFundShortName":"工银战略远见混合","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":6044264671.82,"setUpShares":6044264671.82,"pinyin":"gyrxzlyjhhxzqtzjj","managers":[{"stockCode":"db20322942","stockType":"fund_manager","exchange":"fm","tickerId":425159910,"name":"杜洋"}]},"announcement":{"linkText":"工银瑞信战略远见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=1076667","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecee27fea5b3eb04f3946","date":"2023-12-30T16:00:00.000Z","stockId":3000000011932,"sao":"2023年市场整体一般，结构分化比较明显，以沪深300为代表的权重股表现较弱，中小盘尤其是微盘股表现较好。从宏观经济基本面来看，全年呈现波浪式前进的态势，消费前高后低，出口前低后高，投资持续发力，地产风险得到较大程度的释放。宏观方面的担忧主要体现在地产，尤其是下半年一线城市房价下跌，进一步引发市场对房价的担忧，降低了风险偏好。流动性保持较为宽松的状态，银行间利率保持低位，不过由于物价水平不高，实际利率处于较高水平。市场缺乏持续性比较好的投资机会，情绪比较低迷，行业轮动加速，赚钱效应较弱。市场整体估值水平进入偏低位置，部分行业的基本面风险也得到较大释放，中长期风险收益比有所提升。本基金大体延续了2022年的配置结构，结合行业基本面、公司竞争力、估值水平、市场预期等多因素综合来看，组合保持了较稳定的持仓结构，同时根据公司基本面差异，对个别公司持仓做了适度调整。","declarationDate":"2024-01-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:45:06.281Z","mo":"2024年资本市场面临的整体环境比2023年有所改善。宏观基本面方面，地产行业过去累积的风险已经得到比较充分的释放，地方债务问题随着债务置换推进也得到缓解，其他经济部门总体健康，整体向下风险显著小于2023年。流动性方面，美国加息紧缩周期大概率进入尾声，无论是否放松，边际上对新兴市场的冲击有望小于2023年，国内流动性环境稳定，如果考虑到物价水平温和回升的因素，实际利率有望高位回落，信用环境也有希望得到改善。从市场自身估值水平来看，也处于历史偏低位置，尤其是一些与经济相关度较高的行业和板块，估值水平几乎处于历史最低，这隐含了对风险因素的充分吸收，横向比较也能得出类似结论。从中期来看，市场风险收益比已经明显改善，有望进入到以时间换空间、以耐心求收益的阶段。","fund":{"_id":3000000011932,"__csrcFundId":9063,"stockCode":"011932","shortName":"工银战略远见混合(011932)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":11932,"masterFundFlag":1,"lastUpdated":"2026-04-30T23:03:47.523Z","status":"normal","inceptionDate":"2021-04-25T16:00:00.000Z","name":"工银瑞信战略远见混合型证券投资基金","exchange":"jj","followedNum":12,"fundCollectionId":4000050470000,"currency":"CNY","masterFundShortName":"工银战略远见混合","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":6044264671.82,"setUpShares":6044264671.82,"pinyin":"gyrxzlyjhhxzqtzjj","managers":[{"stockCode":"db20322942","stockType":"fund_manager","exchange":"fm","tickerId":425159910,"name":"杜洋"}]},"announcement":{"linkText":"工银瑞信战略远见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=1055318","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecee27fea5b3eb04f3945","date":"2023-09-29T16:00:00.000Z","stockId":3000000011932,"sao":"2023年3季度市场表现偏弱，沪深300下跌5.15%，中证500下跌5.13%，一方面国内经济在2季度再次下行后，3季度回暖速度偏弱，尤其是地产链条景气度再次下行，引发市场对地产尾部风险的担忧。另一方面地缘政治波动较大，美国经济表现较好，美国国债利率持续上行，海外资金有一定回流美国的现象，导致国内资本市场流动性承受一定压力。9月以来国内经济缓慢恢复的特点逐步被市场认可，同时随着地产政策陆续出台，经济出现尾部风险的概率大幅下降，市场逐步呈现出震荡格局。本基金保持了配置状态的稳定，风格和行业变化不大，自下而上结合中报情况做了适度调整，组合均衡度较高。","declarationDate":"2023-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:45:06.278Z","fund":{"_id":3000000011932,"__csrcFundId":9063,"stockCode":"011932","shortName":"工银战略远见混合(011932)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":11932,"masterFundFlag":1,"lastUpdated":"2026-04-30T23:03:47.523Z","status":"normal","inceptionDate":"2021-04-25T16:00:00.000Z","name":"工银瑞信战略远见混合型证券投资基金","exchange":"jj","followedNum":12,"fundCollectionId":4000050470000,"currency":"CNY","masterFundShortName":"工银战略远见混合","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":6044264671.82,"setUpShares":6044264671.82,"pinyin":"gyrxzlyjhhxzqtzjj","managers":[{"stockCode":"db20322942","stockType":"fund_manager","exchange":"fm","tickerId":425159910,"name":"杜洋"}]},"announcement":{"linkText":"工银瑞信战略远见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=993574","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecee27fea5b3eb04f3944","date":"2023-06-29T16:00:00.000Z","stockId":3000000011932,"sao":"二季度市场表现一般，沪深300下跌5.15%，中证500下跌5.38%，除TMT外，各行业普遍表现不佳。宏观方面，2023年一季度需求井喷，经济恢复势头强劲，资本市场也对2023年全年经济增长预期有较为乐观的判断，进入二季度后，需求增速有所回落，尤其是地产景气度再次回落，市场从“强预期强现实”转化为“弱预期弱现实”。流动性方面，上半年整体平稳，波动较小，央行利用市场化机制，逐步引导金融机构下调存贷款利率，传递出呵护市场、稳定经济的态度。组合在二季度进一步增持了大盘价值板块，主要是考虑到较合适的中长期风险收益比，适度减持了短期估值上升比较明显的行业和个股，组合均衡程度较高。","declarationDate":"2023-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:45:06.275Z","mo":"展望下半年，预计随着政策逐步落地，经济逐步企稳的概率较大。地产依然面临比较大的不确定性，不过考虑到利率水平的大幅下降和各地因城施策的落地，出现行业性风险的概率不大。居民消费保持稳健增长的态势，随着经济步入正轨的时间拉长，消费回归到正常需求主导的概率也在提高，结构性机会依然比较充足。以创业板为代表的成长龙头公司估值水平已经明显下降，风险得到一定程度的释放。总体来看，市场面临的潜在风险得到了部分定价，在股价和估值中得到了一定反应，而对于中长期相对乐观的因素考虑较少，从中长期来看，市场进入机会大于风险的区域，潜在回报水平明显上升。","fund":{"_id":3000000011932,"__csrcFundId":9063,"stockCode":"011932","shortName":"工银战略远见混合(011932)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":11932,"masterFundFlag":1,"lastUpdated":"2026-04-30T23:03:47.523Z","status":"normal","inceptionDate":"2021-04-25T16:00:00.000Z","name":"工银瑞信战略远见混合型证券投资基金","exchange":"jj","followedNum":12,"fundCollectionId":4000050470000,"currency":"CNY","masterFundShortName":"工银战略远见混合","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":6044264671.82,"setUpShares":6044264671.82,"pinyin":"gyrxzlyjhhxzqtzjj","managers":[{"stockCode":"db20322942","stockType":"fund_manager","exchange":"fm","tickerId":425159910,"name":"杜洋"}]},"announcement":{"linkText":"工银瑞信战略远见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=957096","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecee27fea5b3eb04f3943","date":"2023-03-30T16:00:00.000Z","stockId":3000000011932,"sao":"2023年一季度市场震荡上行，沪深300指数上涨4.63%，中证500指数上涨8.11%，一月外资大幅流入，龙头个股表现较好；二月后在ChatGPT带动下TMT板块大幅上涨，前期有所反弹的新能源、消费、金融地产等表现较弱。宏观环境来看，国内经济保持温和复苏态势，地产销售略超预期，固定资产投资在基建和制造业支撑下保持韧性，出口虽然下滑，但下滑幅度好于预期。整体来看虽然政策刺激的强度略低于2022年4季度市场预期，但经济内生恢复情况较好，中长期看经济增长的可持续性有所提高。流动性环境整体依然宽松，信贷投放超预期，带动宽货币向宽信用传导，有利于经济进一步修复。资本市场表现尚可，与2022年相比体现出比较明显逆转效应，即2022年跌幅较大的行业和板块表现较好，而2022年跌幅较小的行业和板块表现较差，在个股层面，基金重仓股表现明显落后于指数。本组合结构大体保持稳定，适度增持了部分中小盘成长股，组合平衡性有所提高。","declarationDate":"2023-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:45:06.272Z","fund":{"_id":3000000011932,"__csrcFundId":9063,"stockCode":"011932","shortName":"工银战略远见混合(011932)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":11932,"masterFundFlag":1,"lastUpdated":"2026-04-30T23:03:47.523Z","status":"normal","inceptionDate":"2021-04-25T16:00:00.000Z","name":"工银瑞信战略远见混合型证券投资基金","exchange":"jj","followedNum":12,"fundCollectionId":4000050470000,"currency":"CNY","masterFundShortName":"工银战略远见混合","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":6044264671.82,"setUpShares":6044264671.82,"pinyin":"gyrxzlyjhhxzqtzjj","managers":[{"stockCode":"db20322942","stockType":"fund_manager","exchange":"fm","tickerId":425159910,"name":"杜洋"}]},"announcement":{"linkText":"工银瑞信战略远见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=882361","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecee27fea5b3eb04f3942","date":"2022-12-30T16:00:00.000Z","stockId":3000000011932,"sao":"2022年全年沪深300下跌21.6%，中证500下跌20.3%，市场整体走弱，1-4月在美联储加息预期大幅提高、俄乌冲突、上海疫情等国内外突发事件冲击下持续下跌，5-7月随着国内经济企稳出现反弹，但8-11月由于疫情反复、美联储持续大幅加息、俄乌冲突并未缓解等因素再次下跌，12月略有反弹，全年下跌幅度较大。　　2022年宏观经济在多重意外因素冲击下，最终表现低于2022年年初预期，整体上看出口延续较强韧性、国内需求持续低迷。地产市场持续低迷，尤其在下半年，下滑幅度并未由于2021年下半年低基数和2022年上半年各地因城施策刺激需求而收缩，导致地产行业出现较大经营压力，一批公司面临显著经营风险，对产业链上下游公司的经营产生较大冲击，并有蔓延到金融体系的迹象，这种趋势演绎到10月达到极致，随着政策支持力度的加大出现扭转，部分地产公司融资能力逐步恢复，但地产销售仍未出现明显好转，地产对经济的负面影响可能在未来一段时间会持续体现。疫情的冲击在2022年也进一步放大，4-5月、10-12月发生两次对经济影响较大的冲击，持续性长、冲击力度大、影响范围广，导致2022年国内经济在生产和需求两方面承受较大的不确定性。随着疫情管控措施发生变化，2022年12月以来全国多数省市感染人数陆续达峰，参照海外经验，疫情对经济的影响虽然会有反复，但大方向应该是逐步降低，经济正常化趋势有望恢复。　　组合在全年保持了相对稳定的持仓结构，全年保持了对以银行、建筑、地产为代表的大盘价值板块的超配，适度持有港股互联网公司，并对组合持仓的部分中小盘公司，根据业绩和估值变化情况作了适度优化。自下而上的个股研究未来仍然是组合获取超额收益最主要的来源，2022年由于市场环境较弱，有显著正贡献的个股不多，但并不改变未来我们坚持依靠深入研究、专业研究、前瞻研究，寻找具备较大成长空间、较好成长持续性、当前估值相对合理的公司并长期持有，获取公司业绩增长带来的投资收益。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:45:06.269Z","mo":"展望2023年，经济增长速度有所回升是大概率事件，也得到了市场的普遍认可，影响市场走势的主要是复苏节奏和速度。从复苏结构上来看，随着地产行业供给侧调整进入常态、疫情管控措施逐步退出，以服务消费、商品消费和地产消费的大消费板块可能呈现出较好的复苏态势，且考虑到2022年居民存款大幅上升，复苏的确定性也比较高。而2020年以来增速较快、持续性较强的出口板块，由于海外经济有下行预期，对经济的支撑作用会有所降低，这也进一步提高了刺激内需以提振经济的必要性。流动性环境依然较为友好，在经济恢复到一定程度、引起通胀水平或者房价水平出现明显提高之前，国内货币政策保持宽松概率较大，而海外流动性也因为美联储加息进入尾声出现一定好转。企业盈利增速有望比2022年小幅恢复，但受PPI小幅负增长影响，盈利增长可能也难以恢复到2021年的水平。整体上看，权益市场面临的基本面环境比2022年有所改善，可为之处明显增多，组合会以更加积极的心态，以基准为锚，通过自下而上精选个股，力争提高收益水平。","fund":{"_id":3000000011932,"__csrcFundId":9063,"stockCode":"011932","shortName":"工银战略远见混合(011932)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":11932,"masterFundFlag":1,"lastUpdated":"2026-04-30T23:03:47.523Z","status":"normal","inceptionDate":"2021-04-25T16:00:00.000Z","name":"工银瑞信战略远见混合型证券投资基金","exchange":"jj","followedNum":12,"fundCollectionId":4000050470000,"currency":"CNY","masterFundShortName":"工银战略远见混合","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":6044264671.82,"setUpShares":6044264671.82,"pinyin":"gyrxzlyjhhxzqtzjj","managers":[{"stockCode":"db20322942","stockType":"fund_manager","exchange":"fm","tickerId":425159910,"name":"杜洋"}]},"announcement":{"linkText":"工银瑞信战略远见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=865327","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecee27fea5b3eb04f3941","date":"2022-09-29T16:00:00.000Z","stockId":3000000011932,"sao":"三季度市场表现较弱，沪深300下跌15.2%，中证500下跌11.5%，市场表现较弱受国内外多重因素影响。国内方面，散发疫情不断，对经济复苏形成较大干扰，二季度市场所预期快速复苏并未实现；同时房地产市场仍然低迷，并且风险逐步外溢，政策虽有托底，但见效尚需时间。海外方面，美联储提高加息速度，在通胀超预期背景下，美联储以几乎是史上最快的步伐提高利率，超出市场预期，并带动除日本外的全球主要发达经济体同步加息，形成了全球紧缩的局面，与此同时地缘政治危机并未缓解，俄乌冲突形势焦灼，对风险偏好的打压非常明显。整体来看，三季度国内外环境对资本市场均有压力。本组合延续了稳健的投资风格，保持组合结构基本稳定，并根据市场情况和个股表现做了小幅调整。","declarationDate":"2022-10-25T16:00:00.000Z","lastUpdated":"2026-03-09T13:45:06.267Z","fund":{"_id":3000000011932,"__csrcFundId":9063,"stockCode":"011932","shortName":"工银战略远见混合(011932)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":11932,"masterFundFlag":1,"lastUpdated":"2026-04-30T23:03:47.523Z","status":"normal","inceptionDate":"2021-04-25T16:00:00.000Z","name":"工银瑞信战略远见混合型证券投资基金","exchange":"jj","followedNum":12,"fundCollectionId":4000050470000,"currency":"CNY","masterFundShortName":"工银战略远见混合","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":6044264671.82,"setUpShares":6044264671.82,"pinyin":"gyrxzlyjhhxzqtzjj","managers":[{"stockCode":"db20322942","stockType":"fund_manager","exchange":"fm","tickerId":425159910,"name":"杜洋"}]},"announcement":{"linkText":"工银瑞信战略远见混合型证券投资基金2022年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=809168","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecee27fea5b3eb04f3940","date":"2022-06-29T16:00:00.000Z","stockId":3000000011932,"sao":"2022年上半年市场波动较大，国内外宏观经济与2021年年底预期相比，发生诸多重大变化。国内方面，3月开始疫情带来新一波冲击，对国内经济带来较大影响，在有力管控措施下，5月后疫情影响逐步减小，经济逐步回归正常，但由于病毒传播性有所提高，因此经济恢复的速度与2020年略有差别。国外方面，俄乌冲突引发的地缘政治危机和经济制裁对国际贸易产生巨大影响，尤其是对能源和农产品价格带来较大冲击，受此影响，美国原本高企的通胀水平进一步上升，倒逼美联储迅速改变2021年维持宽松、2022年缓慢收紧的态度，进入快速收紧周期。在国内外一系列冲击下，A股呈现出高波动特征，但整体表现好于海外市场，部分领域如能源、汽车等，依然获得了正收益。组合保持了基本配置结构的稳定，择机减持了业绩低于预期的品种，继续增持估值安全边际较高、业绩可持续性较强的品种，力争在控制波动的基础上，获得较好的投资收益。","declarationDate":"2022-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:45:06.264Z","mo":"下半年国内外不确定性依然较大。国内的主旋律是复苏，一方面是疫情影响逐步减小，需求尤其是服务业需求自然恢复，另一方面是受2021年监管政策的影响，部分行业的风险已经显著释放，在需求稳定甚至小幅增长的背景下，未来面临相对缓和的竞争格局，龙头公司的经营环境或将明显改善。海外依然扑朔，美联储加息会不会导致美国和全球经济进入衰退，俄乌冲突造成的地缘政治危机对供应链的影响会不会进一步抬高通胀水平，这两点都难以准确预测，由此带来了明显的不确定性。综合来看，组合立足于确定性，综合考虑估值和基本面因素，保持组合现有结构基本稳定，自下而上进一步优化持仓结构，力争获得较好的风险调整收益，提高持有人获得感。","fund":{"_id":3000000011932,"__csrcFundId":9063,"stockCode":"011932","shortName":"工银战略远见混合(011932)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":11932,"masterFundFlag":1,"lastUpdated":"2026-04-30T23:03:47.523Z","status":"normal","inceptionDate":"2021-04-25T16:00:00.000Z","name":"工银瑞信战略远见混合型证券投资基金","exchange":"jj","followedNum":12,"fundCollectionId":4000050470000,"currency":"CNY","masterFundShortName":"工银战略远见混合","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":6044264671.82,"setUpShares":6044264671.82,"pinyin":"gyrxzlyjhhxzqtzjj","managers":[{"stockCode":"db20322942","stockType":"fund_manager","exchange":"fm","tickerId":425159910,"name":"杜洋"}]},"announcement":{"linkText":"工银瑞信战略远见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=784667","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecee27fea5b3eb04f393f","date":"2022-03-30T16:00:00.000Z","stockId":3000000011932,"sao":"一季度宏观经济整体面临较多不确定性冲击，内部压力来自地产销售和拿地的快速下滑和疫情再次反复，外部压力来自于美联储加息预期快速上升，以及俄乌冲突的剧烈冲击。流动性环境保持宽松，不过中美利差快速收窄，一定程度上扰动了市场对国内货币政策进一步宽松的预期。客观来讲，一季度面临的挑战较大，但并非不可克服，由于20年以来我国宏观政策整体偏紧，余粮较多，回旋余地大，从宏观来看，只要解决好内因，外因的冲击就可控，目前基建、地产、消费等各领域的刺激政策已经逐步推出，落地速度也较快，如果二季度疫情得到有效控制、地产销售逐步触底反弹，经济预期会有较大改观，外部冲击的影响也会大大减弱，市场信心也会有明显改善。  一季度，本基金保持了较为稳定的风格和行业配置，在以基准为锚的前提下，保持了对金融、地产、建筑等行业的适度超配，在成长风格内部根据个股基本面情况做了一定调整，并适度增持了港股互联网资产，组合整体行业配置较为均衡，仓位变化不大，持仓稳定性较高。","declarationDate":"2022-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:45:06.261Z","fund":{"_id":3000000011932,"__csrcFundId":9063,"stockCode":"011932","shortName":"工银战略远见混合(011932)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":11932,"masterFundFlag":1,"lastUpdated":"2026-04-30T23:03:47.523Z","status":"normal","inceptionDate":"2021-04-25T16:00:00.000Z","name":"工银瑞信战略远见混合型证券投资基金","exchange":"jj","followedNum":12,"fundCollectionId":4000050470000,"currency":"CNY","masterFundShortName":"工银战略远见混合","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":6044264671.82,"setUpShares":6044264671.82,"pinyin":"gyrxzlyjhhxzqtzjj","managers":[{"stockCode":"db20322942","stockType":"fund_manager","exchange":"fm","tickerId":425159910,"name":"杜洋"}]},"announcement":{"linkText":"工银瑞信战略远见混合型证券投资基金2022年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=726997","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecee27fea5b3eb04f393e","date":"2021-12-30T16:00:00.000Z","stockId":3000000011932,"sao":"2021年全年沪深300下跌5.2%，中证500上涨15.6%，中小盘表现活跃，大盘风格走势较弱。市场分化较大，基金收益率分化水平也处于历史偏高位置。  宏观经济继续延续2020年下半年以来的走势，即出口超预期、内需低于预期。地产行业在连续政策调控下，热度明显下降，4季度甚至进入销售、拿地、开工大幅同比下降的状态。消费增长稳定，受疫情影响，增速也未出现明显上行。基建投资持续低于预期，或与地方政府财力有较大关系。制造业投资持续超预期，在企业盈利能力保持较高水平、出口表现较好的背景下，未来或仍有一定韧性。我们看到，虽然整体经济的增速不高，但从结构上来看，宏观经济的风险在下降，突出体现在杠杆较高的部门如地产行业和地方政府，杠杆率得到有效控制，风险提前释放。2021年宏观经济充分体现了2020年中央经济工作会议的精神，并没有追求过高的速度，而是充分利用这个时间窗口调结构、提质量，经济结构明显改善，风险得到一定程度的释放，为2022年和未来中长期发展打下很好的基础。  通胀上升是2021年最重要的特征，无论是全年以PPI来看的通胀水平，还是通胀上行的速度，甚至放眼全球看本次通胀的影响范围，都明显超出2020年年末的市场预期。通胀大幅上行的原因相对是明确的，包括疫情之后海外经济体大幅刺激需求但供给却迟迟无法恢复，国内2016年以来供给侧改革对中上游行业新增产能的严格控制，海外基础设施投资长期缺位进一步提高了全球供应链调整的难度等，大体上来讲，供给侧的因素要更多一些。考虑到国内中上游行业的产能增长依然乏力、海外供应链恢复需要时间，可能供给端的弹性依然偏弱，意味着如果需求出现明显恢复，通胀的压力可能仍然值得重视。通胀对资本市场的影响是双重的，上行一方面会有利于提振企业盈利，另一方面过高的通胀水平可能限制货币宽松的幅度，目前来看，由于物价水平较高、上升速度较快、影响范围较广，通胀对全球央行的货币政策可能会产生明显限制，美联储在4季度已经迅速转鹰，对全球资本市场可能会产生一定冲击。  组合在完成建仓后，保持了相对稳定的持仓结构，下半年适度增持了地产和基建产业链，减持了部分2021年涨幅较大、估值明显上行出现泡沫的个股，降低了组合整体估值水平和与基准的偏离程度。自下而上的个股研究仍然是组合获取超额收益最主要的来源，2021年进一步加大了研究力度，未来会结合市场情况，对公司治理结构良好、具备一定成长空间、竞争格局较好、盈利能力较为稳定、当前估值具有一定安全边际的个股逐步建仓、加仓，力争依靠长期持有获取企业盈利增长带来的投资收益。","declarationDate":"2022-01-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:45:06.258Z","mo":"从宏观经济来看，2021年在出口大幅超预期的背景下，利用难得的时间窗口，中国经济降低了杠杆率，尤其是逐步化解地产风险，经济结构调整朝着健康的方向迈了一大步，虽然经济增速逐季下降，但是经济内生增长的动力并未受到实质影响，经济增长的可持续性明显增强。通胀水平有所上升，核心原因是全球供给端扩张乏力，需求端在发达经济体债务水平大幅上升的刺激下保持高位，带来供求错配，叠加上短期供应链的重构，全球通胀水平大幅上升。我们认为，供应链问题随着疫情缓解会得到解决，但供应端扩张乏力的问题并未得到扭转，尤其是一些基础大宗产品，过去中国供应全球的模式正在发生变化，海外供应能力的培养还需要时间，因此如果需求继续保持增长，可能价格体系易上难下。流动性来看，2021年坚持以我为主，宽货币紧信用，与中国经济结构调整相适应，对资本市场而言也相对友好，2022年宽信用或是大概率事件，因此对资本市场的狭义流动性而言，可能边际上与2021年相比，不会有太大放松，当然在整体货币宽松情况下，大幅收紧可能性也不大。整体来看，2022年的经济增长虽有压力，但内生动力仍强，物价水平保持高位，流动性不松不紧，宏观环境较为稳定。在此背景下，我们认为资本市场全年出现明显趋势性行情的概率较小。组合会兼顾基本面和估值两方面的因素，综合考虑安全边际和潜在收益率，以基准为锚，适度偏离，在保持组合结构基本稳定的情况下，通过自下而上精选个股，力争实现较好的超额收益。","fund":{"_id":3000000011932,"__csrcFundId":9063,"stockCode":"011932","shortName":"工银战略远见混合(011932)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":11932,"masterFundFlag":1,"lastUpdated":"2026-04-30T23:03:47.523Z","status":"normal","inceptionDate":"2021-04-25T16:00:00.000Z","name":"工银瑞信战略远见混合型证券投资基金","exchange":"jj","followedNum":12,"fundCollectionId":4000050470000,"currency":"CNY","masterFundShortName":"工银战略远见混合","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":6044264671.82,"setUpShares":6044264671.82,"pinyin":"gyrxzlyjhhxzqtzjj","managers":[{"stockCode":"db20322942","stockType":"fund_manager","exchange":"fm","tickerId":425159910,"name":"杜洋"}]},"announcement":{"linkText":"工银瑞信战略远见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=710011","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecee27fea5b3eb04f393d","date":"2021-09-29T16:00:00.000Z","stockId":3000000011932,"sao":"3季度市场波动较大，分化明显，整体表现偏弱，三季度沪深300下跌6.85%，中证500下跌2.09%。经济形势发生较大变化，在供给收缩背景下，大宗商品价格普遍上涨，以煤炭、钢铁为代表的中上游产品，价格再创新高。另一方面，由于地产政策持续收紧，同时财政去杠杆政策仍在延续，因此整体需求情况不佳。供求两方面叠加，经济呈现出供需双弱、价格大幅上涨的格局，这一趋势在9月进一步强化，在历史上看这种局面比较少见。反映到资本市场，以煤炭、钢铁、化工为代表的周期行业股价大幅上涨，估值水平出现上移，同时地产链条和消费类行业表现偏弱，部分行业跌幅较大，反映了需求增长速度的悲观预期和成本大幅上涨对盈利的侵蚀，二季度受益于流动性宽松的成长性板块如新能原汽车、医药CXO、医疗服务、半导体等表现一般。组合操作方面，大体上延续了2季度的风格，坚持以基准为锚，保持了对低估值板块的配置比例，同时根据行业景气度变化，在低估值板块做了适度调整，增持了景气度处于底部的地产。中小盘风格的配置比例大体稳定，个股层面根据基本面表现做了适度增减持。","declarationDate":"2021-10-26T16:00:00.000Z","lastUpdated":"2026-03-09T13:45:06.256Z","fund":{"_id":3000000011932,"__csrcFundId":9063,"stockCode":"011932","shortName":"工银战略远见混合(011932)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":11932,"masterFundFlag":1,"lastUpdated":"2026-04-30T23:03:47.523Z","status":"normal","inceptionDate":"2021-04-25T16:00:00.000Z","name":"工银瑞信战略远见混合型证券投资基金","exchange":"jj","followedNum":12,"fundCollectionId":4000050470000,"currency":"CNY","masterFundShortName":"工银战略远见混合","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":6044264671.82,"setUpShares":6044264671.82,"pinyin":"gyrxzlyjhhxzqtzjj","managers":[{"stockCode":"db20322942","stockType":"fund_manager","exchange":"fm","tickerId":425159910,"name":"杜洋"}]},"announcement":{"linkText":"工银瑞信战略远见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=656085","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecee27fea5b3eb04f393c","date":"2021-06-29T16:00:00.000Z","stockId":3000000011932,"sao":"上半年市场波动较大，整体来看表现较好，在流动性超预期宽松的背景下，以创业板为代表的成长板块涨幅居前，其中景气度较好的医药CXO、医疗服务、二线白酒、新能源汽车、半导体等产业链，涨幅较大，部分龙头公司已经创下新高，同时，以保险、地产、建筑为代表的价值股表现较差，估值进一步压缩，市场的估值分化程度进一步扩大。从宏观来看，2季度大宗商品价格保持高位，部分品种创新高，PPI创下08年以来新高，美国CPI也超过5%，但无论是各国央行，还是各国资本市场，对通胀的主流看法是通胀不用担忧，物价水平上升是暂时现象，因此出现了物价水平大幅上升和流动性水平宽松并存的局面，历史上看比较少见。组合操作方面，逐步建仓，建仓期以安全为主要考虑因素，以基准为锚，逐步增持了低估值的金融、建筑，以及部分中小盘公司。","declarationDate":"2021-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:45:06.253Z","mo":"当前市场分化严重，背后是宏观基本面和政策之间的分化，一方面是通胀持续上升超预期、大宗商品价格处于历史高位，另一方面是流动性环境宽松、国债收益率持续下行，7月9日央行宣布全面降准，进一步提升了市场对于货币宽松的预期。紧信用、宽货币的格局如果没有发生变化，从流动性层面来说，对权益市场是比较有利的，估值层面的压力大大减轻。从风格来看，目前市场对成长风格的追捧比较一致，估值也已经上升到历史上偏高位置，一定程度上透支了长期收益，对于这些行业，需要更深入的精选个股进行投资，而不是盲目的标签式追涨，否则对组合可能带来较大的负面冲击。价值风格的估值水平处于历史偏低位置，我们认为具有绝对收益机会。组合会保持相对均衡的风格和行业配置，以基准为锚，依靠自下而上的个股选择，力争获得超额收益。","fund":{"_id":3000000011932,"__csrcFundId":9063,"stockCode":"011932","shortName":"工银战略远见混合(011932)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":11932,"masterFundFlag":1,"lastUpdated":"2026-04-30T23:03:47.523Z","status":"normal","inceptionDate":"2021-04-25T16:00:00.000Z","name":"工银瑞信战略远见混合型证券投资基金","exchange":"jj","followedNum":12,"fundCollectionId":4000050470000,"currency":"CNY","masterFundShortName":"工银战略远见混合","setUpDate":"2021-04-25T16:00:00.000Z","setUpAssetScale":6044264671.82,"setUpShares":6044264671.82,"pinyin":"gyrxzlyjhhxzqtzjj","managers":[{"stockCode":"db20322942","stockType":"fund_manager","exchange":"fm","tickerId":425159910,"name":"杜洋"}]},"announcement":{"linkText":"工银瑞信战略远见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=630906","linkType":"PDF","source":"csrc_pdf"}}]}