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策调整、监管人事变化等一系列维稳举措的落地，市场情绪得到修复，资源品和AI算力等表现亮眼。本基金低位加仓了算力相关板块，因此在这轮反弹中表现相对较好。","declarationDate":"2024-04-18T16:00:00.000Z","lastUpdated":"2026-03-09T14:15:28.127Z","fund":{"_id":3000000530011,"stockCode":"530011","stockType":"fund","areaCode":"cn","followedNum":20,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2010-10-19T16:00:00.000Z","setUpScale":5387630000,"market":"a","tickerId":530011,"custody":"中国工商银行股份有限公司","name":"建信内生动力混合型证券投资基金","shortName":"建信内生动力混合(530011)","fundSecondLevel":"hybrid","__csrcFundId":3001,"fundStatus":"normal","lastUpdated":"2026-05-01T08:22:30.736Z","masterFundFlag":1,"inceptionDate":"2010-11-15T16:00:00.000Z","fundCollectionId":4000050500000,"currency":"CNY","masterFundShortName":"建信内生动力混合","pinyin":"jxnsdlhhxzqtzjj","managers":[{"stockCode":"db20921219","stockType":"fund_manager","exchange":"fm","tickerId":251225234850,"name":"杨荔媛"}]},"announcement":{"linkText":"建信内生动力混合型证券投资基金2024年度第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1067708","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed6007fea5b3eb05658a2","date":"2023-12-30T16:00:00.000Z","stockId":3000000530011,"sao":"2023年疫后复苏低于预期，众多行业处在去库存周期，因此企业盈利较弱，和宏观经济相关的板块整体承压，资金选择高股息板块作为防御；另一方面，人工智能实现重大进展，产业和资本都纷纷涌入。因此，2023年A股整体走势不佳，结构上红利资产和科技产业两头表现较好。港股则受到国内宏观经济预期偏弱，以及美国通胀超预期的双重不利影响，持续走弱。我们在年初对疫后复苏抱有较高预期，配置了较多顺周期板块，对于科技产业从0-1的主题阶段也持谨慎态度，参与较少，因此本基金表现欠佳。","declarationDate":"2024-01-18T16:00:00.000Z","lastUpdated":"2026-03-09T14:15:28.124Z","mo":"展望2024年，我们预期宏观经济仍然以稳健为主，政策仍以高质量发展为指导，不会大幅刺激。但我们会紧密跟踪房地产和地方债的情况，提防政策的上行风险。和宏观经济预期相对应，国债期货和红利资产不断创新高，目前仍在趋势当中，一旦经济预期扭转，也存在较大的调整风险。AI产业日新月异，但目前仍然以模型训练迭代和基础设施建设为主，应用端效果仍待评估，因此以算力为代表的硬件基础设施目前最为受益，等待爆款应用出来后，应用端的投资机会可能会更加确定。　　我们会密切跟踪宏观经济和政策以及产业发展情况，把握市场趋势，及时调整观点，做好择时和结构配置；同时挖掘定价合理或低估的优质公司，做长期价值投资。","fund":{"_id":3000000530011,"stockCode":"530011","stockType":"fund","areaCode":"cn","followedNum":20,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2010-10-19T16:00:00.000Z","setUpScale":5387630000,"market":"a","tickerId":530011,"custody":"中国工商银行股份有限公司","name":"建信内生动力混合型证券投资基金","shortName":"建信内生动力混合(530011)","fundSecondLevel":"hybrid","__csrcFundId":3001,"fundStatus":"normal","lastUpdated":"2026-05-01T08:22:30.736Z","masterFundFlag":1,"inceptionDate":"2010-11-15T16:00:00.000Z","fundCollectionId":4000050500000,"currency":"CNY","masterFundShortName":"建信内生动力混合","pinyin":"jxnsdlhhxzqtzjj","managers":[{"stockCode":"db20921219","stockType":"fund_manager","exchange":"fm","tickerId":251225234850,"name":"杨荔媛"}]},"announcement":{"linkText":"建信内生动力混合型证券投资基金2023年度年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1050866","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed6007fea5b3eb05658a1","date":"2023-09-29T16:00:00.000Z","stockId":3000000530011,"sao":"7月政治局会议提出“活跃资本市场”、“房地产新形势”，随后相关部门出台了一系列具体政策，使得金融地产等板块一度表现活跃，上半年火爆的AI板块则有所回调，但政策效果低于预期，权益市场整体仍然低迷、房地产销售回暖没有持续，导致金融地产板块再度回调，新的主线或主题投资也没有形成。本基金三季度配置了较多的顺周期，7、8月表现较好，9月表现不佳。","declarationDate":"2023-10-23T16:00:00.000Z","lastUpdated":"2026-03-09T14:15:28.121Z","fund":{"_id":3000000530011,"stockCode":"530011","stockType":"fund","areaCode":"cn","followedNum":20,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2010-10-19T16:00:00.000Z","setUpScale":5387630000,"market":"a","tickerId":530011,"custody":"中国工商银行股份有限公司","name":"建信内生动力混合型证券投资基金","shortName":"建信内生动力混合(530011)","fundSecondLevel":"hybrid","__csrcFundId":3001,"fundStatus":"normal","lastUpdated":"2026-05-01T08:22:30.736Z","masterFundFlag":1,"inceptionDate":"2010-11-15T16:00:00.000Z","fundCollectionId":4000050500000,"currency":"CNY","masterFundShortName":"建信内生动力混合","pinyin":"jxnsdlhhxzqtzjj","managers":[{"stockCode":"db20921219","stockType":"fund_manager","exchange":"fm","tickerId":251225234850,"name":"杨荔媛"}]},"announcement":{"linkText":"建信内生动力混合型证券投资基金2023年度第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=983897","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed6007fea5b3eb05658a0","date":"2023-06-29T16:00:00.000Z","stockId":3000000530011,"sao":"2023年上半年宏观环境先后经历疫后经济复苏、房地产接力不畅导致复苏动力不足等阶段，并在二季度集中表现出衰退、通缩、贬值等悲观情绪堆积的特征。股票市场也对应的呈现出一季度疫后复苏交易和二季度科技主题行情。  整体来看，上半年上证综指上涨约3.7%，但结构分化较大：一是中信30个行业中仅有14个行业收涨，占比不足五成；二是传媒、通信、计算机等三个行业涨幅均在30%以上，远超其他行业，成为上半年交易的核心逻辑；三是随着市场不断下调经济增速预期，以及悲观因素叠加的压制，消费者服务、房地产、农林牧渔、化工、建材、零售等宏观相关度较高的行业领跌。  本基金上半年主要持有了顺周期方向和新能源等成长方向，但由于宏观经济复苏低于预期，导致顺周期板块经历年初的反弹后一路下跌，而新能源行业尽管业绩持续兑现，但市场对产能过剩、竞争格局恶化的担心持续存在，因此上半年基金业绩表现欠佳。对于AI等科技板块，我们认为大的产业方向是确定的，但目前处在0-1的阶段，存在较强的主题投资特征，股价波动较大，因此参与较少。","declarationDate":"2023-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T14:15:28.118Z","mo":"展望后市，我们认为，宏观环境最悲观的阶段已经渡过，7月政治局会议体现出明确的稳增长信号，一是房地产定调“适应房地产供需关系重大变化新形势，适时优化房地产政策”，打开了市场对房地产核心政策调整的预期和想象空间；二是对于居民收入、房地产、民间投资和民营企业、投资者信心等市场担忧的问题，本次会议都有涉及并在不同程度上进行安抚。   我们相信，下半年无论是在房地产还是民营经济方面，都会不断出台有利的政策，逐步扭转市场信心。随着政策底、经济底的逐步确认，顺周期方向下半年的表现仍然值得期待；新能源板块调整时间已经很长，在需求持续增长、供给逐渐出清的背景下，未来仍会有表现机会。我们需要保持一定的耐心，等待一切好转。","fund":{"_id":30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850,"name":"杨荔媛"}]},"announcement":{"linkText":"建信内生动力混合型证券投资基金2021年度中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=632301","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed6007fea5b3eb0565897","stockId":3000000530011,"sao":"2021年一季度经济保持恢复性增长，1-2月份工业和出口较快增长，投资和消费稳步恢复。受益于出口需求回暖叠加内需稳定，生产超预期，企业主动补库存，带动3月制造业采购经理人指数（PMI）上升。从需求端看，1-2月固定资产投资增速同比增长35.0%，剔除去年低基数的影响，两年平均增速为1.7%，低于2020年12月水平，主要是制造业和基础设施投资拖累，房地产销售的高景气度支撑房地产投资维持较强韧性。居民消费潜力持续释放，商品零售明显恢复，1-2月社会消费品零售延续了持续复苏的良好态势。进出口方面，受益于一季度海外生产快速复苏，1-2月出口持续较强。从生产端上看， 1-2月全国规模以上工业增加值累计同比增长35.1%，两年平均增长8.1%，为近年来同期较高水平。  价格方面，2月份居民消费价格指数同比为-0.2%，降幅较1月收窄0.1个百分点，其中食品项的猪价持续走低是主要影响因素。2月全国工业生产者出厂价格同比上涨1.7%，主要是受到上游大宗商品价格上涨带动。  政策方面，在退出去年疫情模式下的信用宽松以及降低中小企业融资成本的思路下，限制地产以及过剩产能行业的资源占用，以实现“碳中和”作为未来的政策目标，引导资金流向科技领域并实现国内产业结构的转型。货币政策层面，央行维持了季度内货币政策的稳健性与连续性，通过续作到期MLF以及公开市场操作投放基础货币，季度内资金面整体较为宽松。汇率方面，人民币兑美元汇率宽幅震荡，季度内先升值后贬值。3月末人民币对美元中间价收于6.5713，较去年四季度末贬值0.71%。  回顾一季度资本市场表现，美债收益率快速上行，引发市场对通胀的担心，以茅台为代表的核心资产在春节过后出现快速调整，一季度沪深300指数下跌3.13% 收于5048.36。其中钢铁、轻工、公共事业、银行等行业表现优异，国防军工、非银金融、通信、食品饮料等行业表现靠后。  回顾一季度的基金管理工作，组合维持了核心资产的配置比例，虽然抱团品的快速调整对组合净值产生了一定影响，但中长期角度来看，部分优质资产已具备较好的配置价值。我们将聚焦在具有持续内生增长的行业与公司，个股选择上综合考虑了潜在收益空间、未来景气度的变化、以及该公司的估值水平与增长速度的匹配情况。本基金在一季度也适度关注了宏观经济修复和海外需求复苏逻辑下受益的行业，同时配置了一定仓位的可转债。另外，组合积极参与了新股发行以增厚收益。","date":"2021-03-30T16:00:00.000Z","declarationDate":"2021-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T14:15:28.078Z","fund":{"_id":3000000530011,"stockCode":"530011","stockType":"fund","areaCode":"cn","followedNum":20,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2010-10-19T16:00:00.000Z","setUpScale":5387630000,"market":"a","tickerId":530011,"custody":"中国工商银行股份有限公司","name":"建信内生动力混合型证券投资基金","shortName":"建信内生动力混合(530011)","fundSecondLevel":"hybrid","__csrcFundId":3001,"fundStatus":"normal","lastUpdated":"2026-05-01T08:22:30.736Z","masterFundFlag":1,"inceptionDate":"2010-11-15T16:00:00.000Z","fundCollectionId":4000050500000,"currency":"CNY","masterFundShortName":"建信内生动力混合","pinyin":"jxnsdlhhxzqtzjj","managers":[{"stockCode":"db20921219","stockType":"fund_manager","exchange":"fm","tickerId":251225234850,"name":"杨荔媛"}]},"announcement":{"linkText":"建信内生动力混合型证券投资基金2021年度第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=568658","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed6007fea5b3eb0565896","stockId":3000000530011,"sao":"回顾2020年，中国宏观经济的主要特征是新冠疫情重塑全年的经济轨迹，大致包括四个阶段，即经济高斜率修复期、平台期、二次加速期以及回归常态水平。在不同阶段中，经济修复的动力来源、供需恢复的相对增速以及内外需裂口的波动变化有一定差异。  突发疫情严重冲击一季度经济之后，经济出现“V”型反弹，表现为以基建和地产为代表的投资，以及必选消费、粘性高的服务性消费等推动经济恢复。之后，经济恢复的动力转变为包括制造业为主的投资和受疫情直接影响的服务性消费等慢变量。进入下半年之后，海外供给缺口带来中国出口超预期以及企业盈利转正，推动经济从平台期进入二次加速期。市场对于经济基本面的关注逐渐弱化，而是更加关心货币政策边际调整和企业盈利改善的持续程度，经济增速也向常态增速水平靠拢。行业视角中，食品制造、纺织、化学原料及制品、医药行业等偏消费制造行业的投资端表现较好，高新技术制造业投资依然处于较高水平。  2020年受新冠疫情冲击，国内经济波动加剧，对应财政、货币等政策也经历了极度宽松到逐渐边际收紧的过程。疫情的发展和逆周期政策的节奏是主导2020年A股市场的重要变量。全年来看，股票市场普涨，同时结构性行情突出，上证综指上涨13.86%，沪深300上涨27.21%，创业板指数上涨64.94%。行业方面，休闲服务、电气设备、食品饮料、国防军工、医药生物等板块表现优异，房地产、通信、建筑、纺织服装、银行等板块表现靠后。  回顾全年股票市场的走势，赛道投资的风格明显，经营的确定性和行业的高景气都被给予估值溢价，立足于产业趋势基础上的优质企业仍是核心选股思路，这类公司也获得显著的超额收益。本基金在年初突发疫情背景下，保持了仓位的稳定，加强了组合的结构调整，更重视依靠内需驱动且能够及时调整经营策略的行业和公司，包括医药、食品饮料、5G建设、线上教育等；随着经济的修复和疫情的逐步好转，组合重点配置了食品饮料、家电、免税、新能源、高端设备、疫苗等行业。","date":"2020-12-30T16:00:00.000Z","declarationDate":"2021-01-20T16:00:00.000Z","lastUpdated":"2026-03-09T14:15:28.072Z","mo":"2021年宏观经济以回归正常轨道为特征，向上的动能仍将持续，预计增长的主要动力将来自消费和制造业投资；但由于基数原因，经济增速将出现季度级别的逐渐回落。同时，海外疫情对全球经济的负面影响可能会因为疫苗的应用而得到明显减轻。我们认为2021年贯穿全年经济和市场的三条逻辑主线，包括工业通胀、逆周期政策退出和出口高景气的持续度。  展望2021年，考虑到国内外复苏节奏的差异，流动性将会呈现外松内稳的特征；西方社会将聚焦在经济复苏，海外不确定性有望降低。我们判断2021年二级市场将会在经济复苏和政策退出之间进行博弈。盈利角度，2021年非金融企业盈利将会延续2020年二季度以来的改善趋势，整体利润中枢上移。估值方面，考虑到信贷周期拐点出现，流动性边际偏紧，市场整体估值中枢将会下移。综合考虑下，我们认为2021年资本市场的预期回报率将会低于2020年。中期维度，我们认为市场投资逻辑将从总量转向结构性亮点，结构性机会依旧是未来的超额收益来源。  在2021年的组合管理过程中，我们将在“结构选择”和“仓位管理”上更加审慎，本基金仍会立足于产业趋势基础上的优质企业选股思路，紧密跟踪行业的景气度趋势变化，聚焦消费品、高端制造业等行业，尤其关注能够不断调整经营模式以适应内外部环境变化的优质公司。我们同时关注复苏主线下顺周期行业的配置机会，也会关注出口行业的机会。   我们将在新的一年，勤勉尽责，尽力为基金持有人创造回报。","fund":{"_id":3000000530011,"stockCode":"530011","stockType":"fund","areaCode":"cn","followedNum":20,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2010-10-19T16:00:00.000Z","setUpScale":5387630000,"market":"a","tickerId":530011,"custody":"中国工商银行股份有限公司","name":"建信内生动力混合型证券投资基金","shortName":"建信内生动力混合(530011)","fundSecondLevel":"hybrid","__csrcFundId":3001,"fundStatus":"normal","lastUpdated":"2026-05-01T08:22:30.736Z","masterFundFlag":1,"inceptionDate":"2010-11-15T16:00:00.000Z","fundCollectionId":4000050500000,"currency":"CNY","masterFundShortName":"建信内生动力混合","pinyin":"jxnsdlhhxzqtzjj","managers":[{"stockCode":"db20921219","stockType":"fund_manager","exchange":"fm","tickerId":251225234850,"name":"杨荔媛"}]},"announcement":{"linkText":"建信内生动力混合型证券投资基金2020年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=556469","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed6007fea5b3eb0565895","stockId":3000000530011,"sao":"三季度，新冠肺炎疫情带来的影响逐渐缓解，经济持续恢复，恢复动力主要来自于慢变量的制造业投资、疫情冲击的消费回补等方面。进入下半年之后，宏观经济的主线是经济动力快慢交接和企业盈利转正，推动经济从平台期进入二次加速修复期，并在“需求进、政策退”中带来央行货币政策的灵活调整，市场交易的逻辑也从复工带来经济高斜率修复转向信用扩张。从需求端来看，制造业投资、消费修复加速，地产单月增速维持高位，基建略低于预期。  从货币政策和流动性来看，整个三季度货币政策始终处于紧平衡中。在总量政策“逆周期调节”转向“跨周期调节”的大逻辑下，我们对短期货币政策的期待不宜过高，货币政策重点从总量工具转向结构性工具，精准性和直达性的标签会更进一步加深。历史规律来看，考虑到财政投放的季节性、保证跨年流动性需求等因素，Q4流动性整体充裕程度通常好于当年平均水平。  市场表现上，2020年三季度国内权益市场持续恢复和上涨。其中上证综指上涨7.82%，沪深300上涨10.17%，创业板指上涨5.6%。行业层面，休闲服务、国防军工、电气设备、汽车、食品饮料领涨；通信、商业贸易、计算机、农林牧渔、银行排名靠后。  本基金长期聚焦在具有持续内生增长的行业与公司，个股选择上综合考虑了潜在收益空间、未来景气度的变化、以及该公司的估值水平与增长速度的匹配情况。回顾三季度，本基金保持了较高的仓位；我们看好宏观经济持续修复过程中，对可选消费的拉动，重点配置了食品饮料、汽车、消费建材、家电等行业。同时，我们基于行业景气度趋势的变化，配置了光伏、新能源汽车等行业。","date":"2020-09-29T16:00:00.000Z","declarationDate":"2020-10-26T16:00:00.000Z","lastUpdated":"2026-03-09T14:15:28.068Z","fund":{"_id":3000000530011,"stockCode":"530011","stockType":"fund","areaCode":"cn","followedNum":20,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2010-10-19T16:00:00.000Z","setUpScale":5387630000,"market":"a","tickerId":530011,"custody":"中国工商银行股份有限公司","name":"建信内生动力混合型证券投资基金","shortName":"建信内生动力混合(530011)","fundSecondLevel":"hybrid","__csrcFundId":3001,"fundStatus":"normal","lastUpdated":"2026-05-01T08:22:30.736Z","masterFundFlag":1,"inceptionDate":"2010-11-15T16:00:00.000Z","fundCollectionId":4000050500000,"currency":"CNY","masterFundShortName":"建信内生动力混合","pinyin":"jxnsdlhhxzqtzjj","managers":[{"stockCode":"db20921219","stockType":"fund_manager","exchange":"fm","tickerId":251225234850,"name":"杨荔媛"}]},"announcement":{"linkText":"建信内生动力混合型证券投资基金2020年度第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=488225","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed6007fea5b3eb0565894","stockId":3000000530011,"sao":"回顾2020年上半年宏观经济表现，一季度突如其来的新冠疫情打乱了中国经济原本逐渐修复的趋势和节奏，给中国经济甚至全球经济带来阶段性停滞，极大的拖累了企业和市场对经济发展的预期；到了二季度，宏观经济基本面进入疫情之后的快速修复阶段，主要表现在投资、消费和出口等三大需求出现不同程度的修复，国内宏观环境的改善带来企业微观预期的逐渐恢复。      从经济增长来看，上半年经济增速打破了过往季度间低波动率的变化特征，一季度GDP实际增速-6.8%、二季度大幅回升至3.2%，但仍较疫情前水平有明显差距。  疫情冲击后的经济恢复过程更加凸显内需对宏观经济的贡献。2020年上半年，最终消费支出和资本形成总额对GDP增长贡献率达到87.5%，而货物和服务净出口贡献率仅为12.5%，表明内需是拉动我国经济增长的最重要引擎。一季度经济恢复主要贡献在消费，二季度主要支撑在投资。在经济恢复过程中，受到疫情直接冲击和压制的可选消费和服务业仍处于较低景气阶段，需要疫情进一步缓解之后，这部分需求才能够得到释放。  上半年物价水平总体运行平稳，CPI高位回落 ，PPI触底回升。为应对疫情冲击，中国央行和海外央行先后采取了宽松的货币政策，以结构性货币政策建立对金融机构的正向激励机制，建立优化金融机构信贷的“报销”机制，并发挥利率引导作用，降低社会融资成本，把支持实体经济恢复发展放到更加突出的位置。  今年以来股票市场与经济基本面一样呈现V型形态，整个上半年来看，上证综指下跌2.15%，沪深300指数上涨1.64%，创业板指数上涨35.6%。其中，今年上半年市场表现主要体现了市场赛道选择的标准，一是受疫情影响和冲击较小的行业，二是得益于宽松政策基调和流动性充裕的行业，其中消费和TMT领涨，周期整体跑输市场。  本基金长期将较多的配置聚焦在消费行业，注重自下而上选股。一季度，为应对突发的疫情，本基金更重视依靠内需驱动且能够及时调整经营策略的行业和公司，包括医药、食品饮料、网络安全、5G建设、线上教育等。二季度，本基金保持了较高的仓位水平，重点配置了食品饮料、医药、新能源等行业。同时基于对行业景气度变化的判断，本基金配置了建材、免税等板块。","date":"2020-06-29T16:00:00.000Z","declarationDate":"2020-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T14:15:28.065Z","mo":"疫情之后供给恢复程度明显好于需求，以工业增加值为代表的生产数据恢复到疫情前的80%水平；2020年下半年，供给将在四季度完全恢复到疫情前水平，在这个过程中结构型改善趋势将明显强于总量型改善。      经济增速将逐渐向疫情前水平回归，我们认为三、四季度经济增速为5%、6%左右，全年2.5-3%左右。下半年经济基本面情况好于上半年，政策重心将从宽货币转向实体经济的信用下沉，最终形成“稳货币、宽信用”的政策组合。  我们对下半年市场保持谨慎乐观，市场重心抬升，结构性机会仍比较突出。相关宏观数据确认了经济复苏的趋势，且CPI和PPI都相对温和，权益类资产是此时较好的选择。我们关注下半年顺周期的可选消费品行业的投资机会，包括食品饮料、家电、家居建材、汽车等行业；同时我们也关注下半年新能源行业的景气度攀升带来的潜在收益机会。组合将继续持有估值与成长基本匹配的品种，并主动参与结构性机会，尽力为基金持有人创造回报。","fund":{"_id":3000000530011,"stockCode":"530011","stockType":"fund","areaCode":"cn","followedNum":20,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2010-10-19T16:00:00.000Z","setUpScale":5387630000,"market":"a","tickerId":530011,"custody":"中国工商银行股份有限公司","name":"建信内生动力混合型证券投资基金","shortName":"建信内生动力混合(530011)","fundSecondLevel":"hybrid","__csrcFundId":3001,"fundStatus":"normal","lastUpdated":"2026-05-01T08:22:30.736Z","masterFundFlag":1,"inceptionDate":"2010-11-15T16:00:00.000Z","fundCollectionId":4000050500000,"currency":"CNY","masterFundShortName":"建信内生动力混合","pinyin":"jxnsdlhhxzqtzjj","managers":[{"stockCode":"db20921219","stockType":"fund_manager","exchange":"fm","tickerId":251225234850,"name":"杨荔媛"}]},"announcement":{"linkText":"建信内生动力混合型证券投资基金2020年度中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=456163","linkType":"PDF","source":"csrc_pdf"}}]}