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中国经济正在从过去高速增长阶段迈向高质量发展阶段，与之伴随的是，经济增速的中枢下移、经济政策核心目标的转变以及经济结构和产业业态的深刻变迁。　　对于证券市场，上半年数字经济强势，下半年预计分化，竞争壁垒强以及业绩兑现度高的公司有望维持强势，我们的判断是总量经济的贝塔依然较弱，所以依然会致力于寻找高质量增长的结构性机会。分行业维度，本基金看好先进制造业，智能汽车，数字经济以及顺应消费趋势的新兴消费领域。","fund":{"_id":3000000013665,"__csrcFundId":10263,"stockCode":"013665","shortName":"银河成长优选一年持有混合(013665)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":13665,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-04-30T23:52:57.680Z","status":"normal","exchange":"jj","name":"银河成长优选一年持有期混合型证券投资基金","fundCollectionId":4000050160000,"inceptionDate":"2021-11-24T16:00:00.000Z","masterFundShortName":"银河成长优选一年持有混合","followedNum":0,"setUpDate":"2021-11-24T16:00:00.000Z","setUpAssetScale":278466706.19,"setUpShares":278466706.19,"pinyin":"yhczyxyncyqhhxzqtzjj","managers":[{"stockCode":"db20872646","stockType":"fund_manager","exchange":"fm","tickerId":192317226550,"name":"施文琪"}]},"announcement":{"linkText":"银河成长优选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=951669","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed03a7fea5b3eb05096ca","date":"2023-03-30T16:00:00.000Z","stockId":3000000013665,"sao":"上证指数在2023年一季度上涨了5.94%，深成指上涨了13.39%，经济修复，AI应用爆发，消费复苏都有积极的信号，一季度计算机，传媒和通信板块表现较好，房地产，美容护理和商贸零售服务板块回撤幅度较大。　　操作层面上，本基金投资方向主要聚焦在景气行业中的高成长标的，目前持仓聚焦在通信，计算机，新能源，以及渗透率提升的新兴需求。","declarationDate":"2023-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:50:50.828Z","fund":{"_id":3000000013665,"__csrcFundId":10263,"stockCode":"013665","shortName":"银河成长优选一年持有混合(013665)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":13665,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-04-30T23:52:57.680Z","status":"normal","exchange":"jj","name":"银河成长优选一年持有期混合型证券投资基金","fundCollectionId":4000050160000,"inceptionDate":"2021-11-24T16:00:00.000Z","masterFundShortName":"银河成长优选一年持有混合","followedNum":0,"setUpDate":"2021-11-24T16:00:00.000Z","setUpAssetScale":278466706.19,"setUpShares":278466706.19,"pinyin":"yhczyxyncyqhhxzqtzjj","managers":[{"stockCode":"db20872646","stockType":"fund_manager","exchange":"fm","tickerId":192317226550,"name":"施文琪"}]},"announcement":{"linkText":"银河成长优选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=881874","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed03a7fea5b3eb05096c9","date":"2022-12-30T16:00:00.000Z","stockId":3000000013665,"sao":"2022年市场出现大幅下跌的走势，上证指数下跌15.1%，创业板指数下跌36.1%，上证50下跌19.5%。全年来看,市场存在结构性行情不突出,煤炭和稳增长行业有较好的表现，新能源行业虽然景气维持，但电新行业在高预期下表现较差，疫情冲击后经济复苏预期带来顺周期行业表现更好一些，使得市场风格不利于成长风格。　　从行业表现排名来看，居前的是煤炭和地产等，居后的是电子、军工等。从这一行业表现分布来看，市场整体在采取防御的结构。　　操作层面上，本基金维持了较高仓位，保持了新能源产业链的投资,增加了数字经济行业的投资。从结果来看整体表现一般,弱于市场走势。","declarationDate":"2023-01-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:50:50.825Z","mo":"展望2023年,经济触底反弹后有望平稳，整体外需环境走弱，因此，扩大内需成为国内经济政策的发力方向，部分内需拉动的行业有盈利周期反转的可能。经历过2021年中旬至今的市场大幅调整后，市场整体不悲观。全年市场将明显强于2022年，结构性机会突出。 　　具备优秀盈利预期的个股有望继续获得超额收益,我们将继续寻找结构性机会，自下而上积极布局市场机会。从节奏上看，内需拉动的行业和体现中国长期竞争力的高端制造业将交替表现。 　　短期稳增长政策催化下，地产基建链或更强势，但从基本面持续性来看，一方面，历史上的A股波动，从长周期的维度看，新经济替代老经济，科技周期延续的趋势没有改变，因此高景气度行业继续成为市场亮点，可以继续关注新能源产业链、半导体和先进制造行业。另一方面，立足于盈利驱动，在科技和消费领域寻找反转型公司，如疫情反复中的消费者信心修复，代表行业有消费、医疗服务等，二十大中的“安全”链，代表行业有软硬件等。","fund":{"_id":3000000013665,"__csrcFundId":10263,"stockCode":"013665","shortName":"银河成长优选一年持有混合(013665)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":13665,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-04-30T23:52:57.680Z","status":"normal","exchange":"jj","name":"银河成长优选一年持有期混合型证券投资基金","fundCollectionId":4000050160000,"inceptionDate":"2021-11-24T16:00:00.000Z","masterFundShortName":"银河成长优选一年持有混合","followedNum":0,"setUpDate":"2021-11-24T16:00:00.000Z","setUpAssetScale":278466706.19,"setUpShares":278466706.19,"pinyin":"yhczyxyncyqhhxzqtzjj","managers":[{"stockCode":"db20872646","stockType":"fund_manager","exchange":"fm","tickerId":192317226550,"name":"施文琪"}]},"announcement":{"linkText":"银河成长优选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=863289","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed03a7fea5b3eb05096c8","date":"2022-09-29T16:00:00.000Z","stockId":3000000013665,"sao":"受海内外多重因素影响，2022年3季度市场整体大幅下跌，截至9月30日，3季度上证指数下跌11.01%，创业板指数下跌18.56%，上证50下跌14.66%。3季度市场出现一定的系统性风险,不同风格出现下跌。  从3季度行业表现排名来看，居前的是煤炭、军工等。居后的是医药、建材、汽车等。A股盈利周期下行背景下，盈利相对优势的行业表现较好，而受经济影响较大的行业表现落后。市场的反弹来自于对于短期稳增长政策，因此，地产基建链或阶段性强势，从盈利驱动来看，部分受益于产业升级的高端制造业表现相对更有持续性。","declarationDate":"2022-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:50:50.823Z","fund":{"_id":3000000013665,"__csrcFundId":10263,"stockCode":"013665","shortName":"银河成长优选一年持有混合(013665)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":13665,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-04-30T23:52:57.680Z","status":"normal","exchange":"jj","name":"银河成长优选一年持有期混合型证券投资基金","fundCollectionId":4000050160000,"inceptionDate":"2021-11-24T16:00:00.000Z","masterFundShortName":"银河成长优选一年持有混合","followedNum":0,"setUpDate":"2021-11-24T16:00:00.000Z","setUpAssetScale":278466706.19,"setUpShares":278466706.19,"pinyin":"yhczyxyncyqhhxzqtzjj","managers":[{"stockCode":"db20872646","stockType":"fund_manager","exchange":"fm","tickerId":192317226550,"name":"施文琪"}]},"announcement":{"linkText":"银河成长优选一年持有期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=801461","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed03a7fea5b3eb05096c7","date":"2022-06-29T16:00:00.000Z","stockId":3000000013665,"sao":"2022年上半年市场出现大幅震荡并整体下跌的走势，上证指数下跌6.63%，创业板指数下跌15.41%，上证50下跌6.59%。市场反弹后存在一定的结构性行情,新能源有较好的表现，新能源行业景气持续向上，同时，疫情冲击下稳增长行业表现较好。  从行业表现排名来看，居前的是煤炭、建筑和社服等，居后的是计算机、电子和传媒等。从这一行业表现分布来看，市场分化很大。  操作层面上，本基金维持了较高仓位，加大了电气设备、化工等行业的投资。从结果来看整体跟上了市场的节奏。","declarationDate":"2022-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:50:50.820Z","mo":"展望2022年下半年, 中国经济正在从过去高速增长阶段迈向高质量发展阶段，与之伴随的是，经济增速的中枢下移、经济政策核心目标的转变以及经济结构和产业业态的深刻变迁。如果经济下行可能失速，政策稳增长诉求强烈，但是在节奏和方式上仍有分歧。我们倾向于宏观政策从“保持连续性、稳定性、可持续性，不急转弯”到注重跨周期调节。从盈利和流动性周期来看，本轮A股净利润增速于2022年下半年见底，历史上历次业绩下行期，除2014-2015年因为流动性原因出现牛市，其他多为下跌或宽幅震荡行情。   对于市场我们认为下半年进入震荡期，并有可能出现二次探底的情况。在这种背景,具备优秀盈利预期的个股有望继续获得超额收益,我们将继续寻找结构性机会，自下而上积极布局市场机会。短期稳增长政策催化下，地产基建链或更强势，但从基本面持续性来看，一方面，历史上的A股波动，从长周期的维度看，新经济替代老经济，科技周期延续的趋势没有改变，因此高景气度行业继续成为市场亮点，可以继续关注新能源产业链、半导体和先进制造行业。另一方面，立足于盈利驱动，在科技和消费领域寻找反转型公司，如在农业、智能汽车、氢能和数字经济领域。","fund":{"_id":3000000013665,"__csrcFundId":10263,"stockCode":"013665","shortName":"银河成长优选一年持有混合(013665)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":13665,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-04-30T23:52:57.680Z","status":"normal","exchange":"jj","name":"银河成长优选一年持有期混合型证券投资基金","fundCollectionId":4000050160000,"inceptionDate":"2021-11-24T16:00:00.000Z","masterFundShortName":"银河成长优选一年持有混合","followedNum":0,"setUpDate":"2021-11-24T16:00:00.000Z","setUpAssetScale":278466706.19,"setUpShares":278466706.19,"pinyin":"yhczyxyncyqhhxzqtzjj","managers":[{"stockCode":"db20872646","stockType":"fund_manager","exchange":"fm","tickerId":192317226550,"name":"施文琪"}]},"announcement":{"linkText":"银河成长优选一年持有期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=777849","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed03a7fea5b3eb05096c6","date":"2022-03-30T16:00:00.000Z","stockId":3000000013665,"sao":"受海外货币收紧预期抬升、俄乌地缘政治因素发酵等因素影响，2022年1季度市场整体大幅下跌，截至3.29，上证指数下跌12.01%，创业板指数下跌22.07%，上证50下跌13.19%，市场风格偏向价值, 行业来看，金融、地产产业链表现相对较好，要其板块防守性较好，估值较低，同时房地产政策边际放松，且货币政策宽松预期较为一致，稳增长政策发力为行业带来一定增量。消费及科技类个股跌幅较大，基金重仓股出现较大回落。  年初以来的下跌,超出市场较为悲观的预期，体现了三年牛市后估值均值回归的态势。从1季度行业表现排名来看，居前的是采掘、建筑和地产等。居后的是电子、食品饮料、汽车和军工等。","declarationDate":"2022-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:50:50.817Z","fund":{"_id":3000000013665,"__csrcFundId":10263,"stockCode":"013665","shortName":"银河成长优选一年持有混合(013665)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":13665,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-04-30T23:52:57.680Z","status":"normal","exchange":"jj","name":"银河成长优选一年持有期混合型证券投资基金","fundCollectionId":4000050160000,"inceptionDate":"2021-11-24T16:00:00.000Z","masterFundShortName":"银河成长优选一年持有混合","followedNum":0,"setUpDate":"2021-11-24T16:00:00.000Z","setUpAssetScale":278466706.19,"setUpShares":278466706.19,"pinyin":"yhczyxyncyqhhxzqtzjj","managers":[{"stockCode":"db20872646","stockType":"fund_manager","exchange":"fm","tickerId":192317226550,"name":"施文琪"}]},"announcement":{"linkText":"银河成长优选一年持有期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=721398","linkType":"PDF","source":"csrc_pdf"}}]}