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续发挥关键作用。一批以先进科技和新消费方式引领的成长型行业和企业有望进一步增强经济发展动能。我们预计消费品、工业品价格全年将呈现温和回升。积极的宏观政策也将与企业部门利润、居民部门收入、宏观经济量价实现更加良性的循环。","fund":{"_id":3000000012744,"stockCode":"012744","shortName":"光大保德信品质生活混合A","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":12744,"lastUpdated":"2026-10-17T01:40:45.494Z","status":"normal","exchange":"jj","name":"光大保德信品质生活混合型证券投资基金","fundCollectionId":4000050360000,"currency":"CNY","inceptionDate":"2021-07-18T16:00:00.000Z","followedNum":2,"setUpDate":"2021-07-18T16:00:00.000Z","setUpAssetScale":975407315.88,"setUpShares":975407315.88,"pinyin":"gdbdxpzshhhxzqtzjj","masterFundShortName":"光大保德信品质生活混合","__csrcFundId":9525,"managers":[{"stockCode":"db20515261","stockType":"fund_manager","exchange":"fm","tickerId":612160050,"name":"房雷"}]},"announcement":{"linkText":"光大保德信品质生活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=1254028","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecf8e7fea5b3eb04feb0f","date":"2024-09-29T16:00:00.000Z","stockId":3000000012744,"sao":"国内方面，制造业景气度三季度偏回落，价格仍保持低位运行。结构上出口仍然是亮点，整体保持较高增速外，份额也在一定提升。三季度末宏观政策出现了更多积极变化，除了金融一揽子政策落地以外，我们认为九月底的政治局会议给出了较强的政策指引：地产政策方面，强调“要促进房地产市场止跌回稳”；财政政策方面，要求“加大财政货币政策逆周期调节力度，保证必要的财政支出，更好发挥政府投资的带动作用”。我们认为以上政策超预期的落地将会在四季度或者明年带来经济基本面尤其是总需求侧更实质性的改善。海外方面，九月美联储首次降息开启新货币政策周期，幅度50个基点至4.75%-5.0%。我们认为美联储“不落后于曲线”是较强的鸽派表述。月度数据可能有所反复，但并不扭转全球流动性环境改善的趋势。基金在三季度权益投资方面，以大盘及中盘股配置为主，并在消费、医药、通信及其他稳增长板块做了主要的配置，并在选股方面，对权益估值保持较高的要求，继续为基金追求稳健的收益目标。","declarationDate":"2024-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:47:58.494Z","fund":{"_id":3000000012744,"stockCode":"012744","shortName":"光大保德信品质生活混合A","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":12744,"lastUpdated":"2026-10-17T01:40:45.494Z","status":"normal","exchange":"jj","name":"光大保德信品质生活混合型证券投资基金","fundCollectionId":4000050360000,"currency":"CNY","inceptionDate":"2021-07-18T16:00:00.000Z","followedNum":2,"setUpDate":"2021-07-18T16:00:00.000Z","setUpAssetScale":975407315.88,"setUpShares":975407315.88,"pinyin":"gdbdxpzshhhxzqtzjj","masterFundShortName":"光大保德信品质生活混合","__csrcFundId":9525,"managers":[{"stockCode":"db20515261","stockType":"fund_manager","exchange":"fm","tickerId":612160050,"name":"房雷"}]},"announcement":{"linkText":"光大保德信品质生活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=1176384","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecf8e7fea5b3eb04feb0e","date":"2024-06-29T16:00:00.000Z","stockId":3000000012744,"sao":"宏观方面，上半年国民经济延续回升向好态势，生产稳定增长，需求持续恢复，就业物价总体稳定，国际收支平衡，转型升级持续，运行总体平稳。同时，外部环境复杂性有所上升、国内结构调整持续深化等带来新挑战，但宏观政策效应持续释放、外需有所回暖、新质生产力加速发展等因素也形成新支撑。海外发达经济体制造业采购经理人指数PMI出现震荡走低，通胀水平略有回落，美元降息路径仍有待确认。权益投资方面，本报告期内，本基金以大盘及中盘股配置为主，并在消费、医药、通信及其他稳增长板块主要的配置，并在选股方面，继续保持对标的估值要求，继续为基金追求稳健的收益目标。","declarationDate":"2024-07-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:47:58.492Z","mo":"展望下半年，经济层面仍将保持总量稳健增长，结构逐步升级的态势。国内需求端有望逐步企稳，海外需求端可能延续好于内需的表现。行业方面，消费服务行业或逐步走稳，制造业升级持续加快，新旧出口动能加速转换，科技行业有望出现更多改善生活品质的新产物，推动新质生产力加速发展。长期来看，我国经济体量大、回旋余地广，经济发展向好的基本面没有变化。","fund":{"_id":3000000012744,"stockCode":"012744","shortName":"光大保德信品质生活混合A","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":12744,"lastUpdated":"2026-10-17T01:40:45.494Z","status":"normal","exchange":"jj","name":"光大保德信品质生活混合型证券投资基金","fundCollectionId":4000050360000,"currency":"CNY","inceptionDate":"2021-07-18T16:00:00.000Z","followedNum":2,"setUpDate":"2021-07-18T16:00:00.000Z","setUpAssetScale":975407315.88,"setUpShares":975407315.88,"pinyin":"gdbdxpzshhhxzqtzjj","masterFundShortName":"光大保德信品质生活混合","__csrcFundId":9525,"managers":[{"stockCode":"db20515261","stockType":"fund_manager","exchange":"fm","tickerId":612160050,"name":"房雷"}]},"announcement":{"linkText":"光大保德信品质生活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=1146100","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecf8e7fea5b3eb04feb0d","date":"2024-03-30T16:00:00.000Z","stockId":3000000012744,"sao":"2024年国内宏观经济整体开局良好。结构上生产和需求各有亮点，价格回升可期。除工业增加值外，开年经济数据的亮点还来自制造业投资、社零消费，尤其是其中餐饮收入、旅游出行相关等。海外方面，尽管在较坚实的通胀和就业数据的基础上，美联储议息会议仍然在明确今年的降息路径。基金在一季度权益投资方面，以大盘及中盘股配置为主，并在消费、物业服务、医药、通信及其他稳增长板块做了主要的配置，并在选股方面，对权益估值保持较高的要求，继续为基金追求稳健的收益目标。","declarationDate":"2024-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:47:58.489Z","fund":{"_id":3000000012744,"stockCode":"012744","shortName":"光大保德信品质生活混合A","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":12744,"lastUpdated":"2026-10-17T01:40:45.494Z","status":"normal","exchange":"jj","name":"光大保德信品质生活混合型证券投资基金","fundCollectionId":4000050360000,"currency":"CNY","inceptionDate":"2021-07-18T16:00:00.000Z","followedNum":2,"setUpDate":"2021-07-18T16:00:00.000Z","setUpAssetScale":975407315.88,"setUpShares":975407315.88,"pinyin":"gdbdxpzshhhxzqtzjj","masterFundShortName":"光大保德信品质生活混合","__csrcFundId":9525,"managers":[{"stockCode":"db20515261","stockType":"fund_manager","exchange":"f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