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票和可转债的投资。感谢持有人支持，我们将继续努力为持有人带来优异回报。","declarationDate":"2023-10-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:53:22.882Z","fund":{"_id":3000000014593,"__csrcFundId":11269,"stockCode":"014593","shortName":"西部利得聚优一年持有期混合(014593)","masterFundShortName":"西部利得聚优一年持有期混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":14593,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T00:16:58.447Z","status":"normal","exchange":"jj","name":"西部利得聚优一年持有期混合型证券投资基金","fundCollectionId":4000050620000,"inceptionDate":"2022-08-08T16:00:00.000Z","followedNum":1,"setUpDate":"2022-08-08T16:00:00.000Z","setUpAssetScale":234950856.5,"setUpShares":234950856.5,"pinyin":"xbldjyyncyqhhxzqtzjj","managers":[{"stockCode":"8801471711","stockType":"fund_manager","exchange":"fm","tickerId":252625170810,"name":"严志勇"},{"stockCode":"j101019604","stockType":"fund_manager","exchange":"fm","tickerId":719242260,"name":"葛山"}]},"announcement":{"linkText":"西部利得聚优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=985915","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed0d27fea5b3eb05136eb","date":"2023-06-29T16:00:00.000Z","stockId":3000000014593,"sao":"2023年上半年，国内债市整体表现较好。春节前，债市受经济基本面“弱现实、强预期”逻辑压制，收益率在宽信用预期主导下小幅上行。两会后随着市场对于“弱现实、强预期”的逻辑纠偏，债市收益率逐渐企稳，并在3月开始逐步打开下行通道。二季度经济复苏节奏出现一定反复，随着4月PMI跌破荣枯线，债市逐渐对经济复苏的波动性进行定价；5月PMI较4月进一步回落，当月PPI同比降幅扩大至-4.6%，反映经济层面整体需求仍然偏弱，推动债市收益率进一步下降。进入6月，在宏观经济复苏的压力传导下，政策端开始逐步发力，6月13日央行下调7天逆回购利率10BP，债市收益率受降息催化影响进一步下降，6月中旬以后，政策层面博弈有所增加，债市收益率小幅回升。  股票市场上半年震荡幅度较大，年初短暂的复苏交易后，市场进入以人工智能为主的主题行情主导阶段，结构性行情特征明显，随着二季度以来经济复苏出现一定波动，股市在4月下旬开始出现较为明显的调整，临近二季度尾声，伴随着政策预期重燃，股市逐步回暖。  本基金在报告期内采用稳健积极的投资策略，重点配置AAA级的信用债券，少部分仓位参与了股票和可转债的投资。感谢持有人支持，我们将继续努力为持有人带来优异回报。","declarationDate":"2023-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:53:22.865Z","mo":"展望下半年，经济内生增长动力有望继续修复，但当下经济增长的结构性矛盾依然存在，导致经济的恢复和增长并非一蹴而就，而是在长期向好的态势中呈现一定的波动和反复。尽管上半年总量政策相对克制，但货币政策维持相对宽松，在稳增长诉求的背景下，预计下半年广义流动性仍将保持宽松，但也要关注阶段性的刺激政策发力可能对债市造成的短期压力。整体而言，需要重点关注政策预期差与实体经济的修复情况，我们预计下半年债市呈现震荡走势概率较大。股票市场方面，我们理性看待市场的波动和行业轮动的节奏，保持稳定的投资策略，挖掘和寻找具有长期投资价值的标的，科学进行投资决策。","fund":{"_id":3000000014593,"__csrcFundId":11269,"stockCode":"014593","shortName":"西部利得聚优一年持有期混合(014593)","masterFundShortName":"西部利得聚优一年持有期混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":14593,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T00:16:58.447Z","status":"normal","exchange":"jj","name":"西部利得聚优一年持有期混合型证券投资基金","fundCollectionId":4000050620000,"inceptionDate":"2022-08-08T16:00:00.000Z","followedNum":1,"setUpDate":"2022-08-08T16:00:00.000Z","setUpAssetScale":234950856.5,"setUpShares":234950856.5,"pinyin":"xbldjyyncyqhhxzqtzjj","managers":[{"stockCode":"8801471711","stockType":"fund_manager","exchange":"fm","tickerId":252625170810,"name":"严志勇"},{"stockCode":"j101019604","stockType":"fund_manager","exchange":"fm","tickerId":719242260,"name":"葛山"}]},"announcement":{"linkText":"西部利得聚优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=958996","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed0d27fea5b3eb05136ea","date":"2023-03-30T16:00:00.000Z","stockId":3000000014593,"sao":"2023年1季度债市整体仍以震荡为主，信用债表现好于利率债。具体来看，春节前债市受经济基本面“弱现实、强预期”逻辑压制走弱，虽然宏观经济修复速度偏缓，但央行信贷座谈会要求信贷投放节奏适度靠前发力，地产支持政策落地，叠加银行理财赎回余波仍在，债市在宽信用预期主导下收益率小幅上行。两会过后，2023年经济增长目标设定较为保守，且后续并无超预期稳增长政策出台，市场对经济复苏斜率预期下修，随后央行超预期降准、海外银行风险事件推升市场避险情绪，且理财赎回企稳后配置需求仍存，在多重利好因素推动下债市情绪有所回暖，收益率下行，其中信用债收益率下行幅度显著大于利率债。股票方面，一季度股市整体以上涨为主，但是板块之间分化明显，计算机、传媒、通信、电子涨幅居前，消费、房地产等表现较弱。  本基金在报告期内采用稳健积极的投资策略，重点配置 AAA 级的信用债券，少部分仓位参与了股票和可转债的投资。感谢持有人支持，我们将继续努力为持有人带来优异回报","declarationDate":"2023-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:53:22.861Z","fund":{"_id":3000000014593,"__csrcFundId":11269,"stockCode":"014593","shortName":"西部利得聚优一年持有期混合(014593)","masterFundShortName":"西部利得聚优一年持有期混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":14593,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T00:16:58.447Z","status":"normal","exchange":"jj","name":"西部利得聚优一年持有期混合型证券投资基金","fundCollectionId":4000050620000,"inceptionDate":"2022-08-08T16:00:00.000Z","followedNum":1,"setUpDate":"2022-08-08T16:00:00.000Z","setUpAssetScale":234950856.5,"setUpShares":234950856.5,"pinyin":"xbldjyyncyqhhxzqtzjj","managers":[{"stockCode":"8801471711","stockType":"fund_manager","exchange":"fm","tickerId":252625170810,"name":"严志勇"},{"stockCode":"j101019604","stockType":"fund_manager","exchange":"fm","tickerId":719242260,"name":"葛山"}]},"announcement":{"linkText":"西部利得聚优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=883135","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed0d27fea5b3eb05136e9","date":"2022-12-30T16:00:00.000Z","stockId":3000000014593,"sao":"2022年债市围绕“疫情防控、地产调控、货币宽松”三条主线，在强预期与弱现实之间反复博弈，整体呈现窄幅震荡格局。2022年债市大致可以分为三个阶段：第一阶段（2022年1月至7月），债市围绕疫情及地产形势的演绎窄幅震荡，期间流动性环境整体宽松，信用“结构性资产荒”现象较为凸出；第二阶段（2022年7月至10月），债市先扬后抑，疫情反复、地产景气度下行、央行降息等带动债市收益率触及全年低点，后随着国内维稳房地产政策发力，债市收益率上行；第三阶段（2022年11-12月），防疫政策优化、地产融资松绑、资金利率中枢上移，理财赎回加大了市场调整幅度。  本基金在报告期内采用偏积极的投资策略，债券部分重点配置了中高等级公司债和金融债，四季度在债市调整时机置换了部分信用债资产，提升了组合久期。此外，少部分仓位参与了股票和可转债的投资。感谢持有人支持，我们将继续努力为持有人带来优异回报。","declarationDate":"2023-01-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:53:22.851Z","mo":"2023年是国内疫情管控放开的第一年，国内经济运行进入正常轨道，预计消费将会率先复苏，房地产行业在各种支持政策陆续出台的背景下对经济的拖累将会减弱，基建投资大概率会维持较高增速，而出口在海外经济体增速可能回落的环境下面临一定的不确定性，整体看，预计全年经济会有比较温和的回升。货币政策在经济基本面有效企稳前预计将维持稳健偏松的态势，财政政策继续偏积极。基于上述判断，我们预计2023年债市利率中枢较2022年有小幅上行，但整体仍然维持震荡格局。","fund":{"_id":3000000014593,"__csrcFundId":11269,"stockCode":"014593","shortName":"西部利得聚优一年持有期混合(014593)","masterFundShortName":"西部利得聚优一年持有期混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":14593,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T00:16:58.447Z","status":"normal","exchange":"jj","name":"西部利得聚优一年持有期混合型证券投资基金","fundCollectionId":4000050620000,"inceptionDate":"2022-08-08T16:00:00.000Z","followedNum":1,"setUpDate":"2022-08-08T16:00:00.000Z","setUpAssetScale":234950856.5,"setUpShares":234950856.5,"pinyin":"xbldjyyncyqhhxzqtzjj","managers":[{"stockCode":"8801471711","stockType":"fund_manager","exchange":"fm","tickerId":252625170810,"name":"严志勇"},{"stockCode":"j101019604","stockType":"fund_manager","exchange":"fm","tickerId":719242260,"name":"葛山"}]},"announcement":{"linkText":"西部利得聚优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=866684","linkType":"PDF","source":"csrc_pdf"}}]}