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主要发达经济体宏观政策不确定性增加。A股一季度整体以震荡为主，沪深300指数上涨-1.21%，万得全A指数上涨1.90%。分行业来看，机械、汽车等受益于机器人板块活跃表现较好；而煤炭、石化、公用事业等红利相关板块，表现相对较差。　　实际操作过程中，基于对市场的判断，本基金的仓位维持在较高的水平，继续保持高端制造、科技、信息技术等景气度较好以及AI和机器人等趋势向好的新兴产业投资,动态平衡持仓结构，优化个股配置。","declarationDate":"2025-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:26:18.634Z","fund":{"_id":3000000007203,"stockCode":"007203","stockType":"fund","areaCode":"cn","market":"a","followedNum":13,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-18T16:00:00.000Z","setUpScale":424485000,"tickerId":7203,"custody":"中国建设银行股份有限公司","name":"银河新动能混合型证券投资基金","shortName":"银河新动能混合(007203)","fundSecondLevel":"hybrid","memoNum":1,"__csrcFundId":6664,"fundStatus":"normal","lastUpdated":"2026-04-30T20:35:37.357Z","masterFundFlag":1,"inceptionDate":"2019-11-17T16:00:00.000Z","fundCollectionId":4000050160000,"currency":"CNY","masterFundShortName":"银河新动能混合","pinyin":"yhxdnhhxzqtzjj","managers":[{"stockCode":"db20847831","stockType":"fund_manager","exchange":"fm","tickerId":22302226460,"name":"鲍武斌"}]},"announcement":{"linkText":"银河新动能混合型证券投资基金2025年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1265155","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca7a7fea5b3eb04a4230","date":"2024-12-30T16:00:00.000Z","stockId":3000000007203,"sao":"2024年权益市场开始全面复苏，上证指数上涨12.67%，沪深300指数上涨14.68%，创业板指数上涨13.23%。市场在三季度末后开始活跃并有较好的表现，风格上呈现“两头热”，以高分红、低估值的红利板块和以人工智能、机器人等为代表的新兴科技板块表现较好。与此同时，过去2年相对较好的小市值和部分消费类板块则表现一般，医药板块表现继续不佳。　　从行业表现分布来看，涨幅居前的行业是银行、非银、通信以及家电；而跌幅居前的是生物医药、农林牧渔和食品饮料。行业之间表现差异较大，且轮动较快，结构分化明显。　　实际操作过程中，基于对市场的判断，本基金的仓位维持在较高的水平，继续保持高端制造、科技、信息技术等景气度较好板块的投资,动态平衡持仓结构，优化个股配置。","declarationDate":"2025-01-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:26:18.632Z","mo":"2025年稳增长料仍是经济主线，2025年既是十四五收官之年，也是2035年远景目标的第一个关键节点。在此背景下，GDP增速目标很有可能仍设在5%左右以提振市场主体信心，各方面政策也将保持适度扩张，新旧动能转换之下，政策预计将继续支持新兴产业和中小科创企业发展，为经济增长注入新动能。消费方面，预计消费品以旧换新政策延续至2025年，叠加股市活跃的财富效应，共同改善居民的消费预期，对全年社零形成支撑。投资方面，2025年固定资产投资同比将继续稳定增长，其中制造业仍有望继续挑大梁，实现接近两位数的同比增长，地产板块的止跌企稳对投资的拖累作用也将减弱，叠加基建将继续发力支持经济以及制造业的回暖将共同推升固定资产投资保持一定增速水平。进出口方面，从海外整体需求看，WTO对于2025年全球货物贸易增速的预测为3%，总量不弱。但是特朗普上台后可能大幅加征关税，需关注贸易环境不确定对国内经济的影响。　　展望2025年，债券市场或将继续面“胜率较高，空间有限”的问题，当前收益率水平达到历史低位，进一步推动收益率水平向下动能有限，后续增量财政的力度和实体经济改善情况或将进一步影响市场风险偏好。风险偏好上，政策催化下短期市场很可能修正前期的过度避险交易，受益于“货币先行”带来的宽松流动性环境，经济复苏阶段货币政策会配合宽松，利率债仍有下行空间。信用债一方面在城投债在一揽子化债政策下或延续“资产荒”格局，利差会有所收窄，另一方面受SPV等监管政策收紧、机构行为扰动变大等影响，收益率会有所波动。　　本基金对2025年的权益市场行情积极乐观，本基金将积极寻找2025年的市场主线机会，重点关注以下三类机会，第一，弱现实下的红利类资产，强预期下的顺周期资产，第二，产业周期与技术周期类的投资机会，主要集中在TMT、机械、电力设备，第三，困境反转类行业的投资机会，新能源、军工和出海。","fund":{"_id":3000000007203,"stockCode":"007203","stockType":"fund","areaCode":"cn","market":"a","followedNum":13,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-18T16:00:00.000Z","setUpScale":424485000,"tickerId":7203,"custody":"中国建设银行股份有限公司","name":"银河新动能混合型证券投资基金","shortName":"银河新动能混合(007203)","fundSecondLevel":"hybrid","memoNum":1,"__csrcFundId":6664,"fundStatus":"normal","lastUpdated":"2026-04-30T20:35:37.357Z","masterFundFlag":1,"inceptionDate":"2019-11-17T16:00:00.000Z","fundCollectionId":4000050160000,"currency":"CNY","masterFundShortName":"银河新动能混合","pinyin":"yhxdnhhxzqtzjj","managers":[{"stockCode":"db20847831","stockType":"fund_manager","exchange":"fm","tickerId":22302226460,"name":"鲍武斌"}]},"announcement":{"linkText":"银河新动能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=1245388","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca7a7fea5b3eb04a422f","date":"2024-09-29T16:00:00.000Z","stockId":3000000007203,"sao":"2024年第三季度，海外主要发达经济体开启降息周期，打开了国内货币政策空间；国内经济数据在三季度偏弱，但政策支持力度进一步加强，特别是季度末多部门持续喊话支持消费和投资，努力提振资本市场。A股三季度在经过震荡后，于季度末大幅反弹，沪深300指数上涨16.07%，万得全A指数上涨17.68%。分行业来看，非银、房地产、商贸等受益于政策驱动的板块表现较好；而煤炭、公用事业、石油石化等防御板块，表现相对较差。　　实际操作过程中，基于对市场的判断，本基金的仓位维持在较高的水平，继续保持高端制造、科技、信息技术等景气度较好板块的投资,继续优化了持仓个股，增配行业龙头。","declarationDate":"2024-10-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:26:18.629Z","fund":{"_id":3000000007203,"stockCode":"007203","stockType":"fund","areaCode":"cn","market":"a","followedNum":13,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-18T16:00:00.000Z","setUpScale":424485000,"tickerId":7203,"custody":"中国建设银行股份有限公司","name":"银河新动能混合型证券投资基金","shortName":"银河新动能混合(007203)","fundSecondLevel":"hybrid","memoNum":1,"__csrcFundId":6664,"fundStatus":"normal","lastUpdated":"2026-04-30T20:35:37.357Z","masterFundFlag":1,"inceptionDate":"2019-11-17T16:00:00.000Z","fundCollectionId":4000050160000,"currency":"CNY","masterFundShortName":"银河新动能混合","pinyin":"yhxdnhhxzqtzjj","managers":[{"stockCode":"db20847831","stockType":"fund_manager","exchange":"fm","tickerId":22302226460,"name":"鲍武斌"}]},"announcement":{"linkText":"银河新动能混合型证券投资基金2024年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1169069","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca7a7fea5b3eb04a422e","date":"2024-06-29T16:00:00.000Z","stockId":3000000007203,"sao":"2024年上半年市场指数震荡为主，但结构分化比较明显，上证指数下跌0.25%，上证50上涨2.95%，创业板指数下跌10.99%。市场主要的机会集中在以红利板块、出口相关行业以及参与全球产业链的人工智能板块。　　从行业表现排名来看，居前的是银行、煤炭、公用事业等，居后的是商贸、计算机和社服等，可见市场分化很大。　　实际操作过程中，基于对市场的判断，本基金的仓位维持在较高的水平，继续保持高端制造、人工智能、信息技术等景气度较好板块的投资,优化部分持仓个股，增配行业龙头。","declarationDate":"2024-07-17T16:00:00.000Z","lastUpdated":"2026-03-09T13:26:18.627Z","mo":"2024年上半年，海外主要发达经济整体平稳，降息预期有所上升，但是国际形势仍然错综复杂；与此同时，国内经济稳中向好，韧性强，回旋余地大，经济政策注重固本培元，着力提升新质生产力。同时也应该看到挑战依旧存在，有效需求相对不足，经济回升向好的基础仍需巩固，下半年重点关注促进需求回升的相关政策。　　对于市场，信心有望会稳步提升，积极寻找市场机会。我们会重点关注国家战略导向的行业和全球新兴科技趋势演绎，持续跟踪高端制造、人工智能和信息技术等景气度较好板块的产业趋势变化，同时也会自上而下关注国内宏观经济驱动的投资机会。","fund":{"_id":3000000007203,"stockCode":"007203","stockType":"fund","areaCode":"cn","market":"a","followedNum":13,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-18T16:00:00.000Z","setUpScale":424485000,"tickerId":7203,"custody":"中国建设银行股份有限公司","name":"银河新动能混合型证券投资基金","shortName":"银河新动能混合(007203)","fundSecondLevel":"hybrid","memoNum":1,"__csrcFundId":6664,"fundStatus":"normal","lastUpdated":"2026-04-30T20:35:37.357Z","masterFundFlag":1,"inceptionDate":"2019-11-17T16:00:00.000Z","fundCollectionId":4000050160000,"currency":"CNY","masterFundShortName":"银河新动能混合","pinyin":"yhxdnhhxzqtzjj","managers":[{"stockCode":"db20847831","stockType":"fund_manager","exchange":"fm","tickerId":22302226460,"name":"鲍武斌"}]},"announcement":{"linkText":"银河新动能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=1140999","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca7a7fea5b3eb04a422d","date":"2024-03-30T16:00:00.000Z","stockId":3000000007203,"sao":"2024年第一季度，海外主要发达经济整体平稳，但降息预期仍有不确定性；与此同时，国内经济稳中向好，地产支持政策陆续出台，两会也明确了全年GDP增速目标，市场信心得以支撑。A股市场一季度波动较大，先跌后升，沪深300指数上涨3.10%，而万得全A指数下跌2.85%。分行业来看，家电、能源、银行等具有高分红、低估值特征的板块表现较好；而医药、TMT、电力设备等行业由于市场风险偏好仍不稳定，表现相对较差。　　实际操作过程中，基于对市场的判断，本基金的仓位维持在较高的水平，继续保持高端制造、医药、科技等景气度较好板块的投资,同时优化了持仓个股，增配行业龙头。","declarationDate":"2024-04-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:26:18.624Z","fund":{"_id":3000000007203,"stockCode":"007203","stockType":"fund","areaCode":"cn","market":"a","followedNum":13,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-18T16:00:00.000Z","setUpScale":424485000,"tickerId":7203,"custody":"中国建设银行股份有限公司","name":"银河新动能混合型证券投资基金","shortName":"银河新动能混合(007203)","fundSecondLevel":"hybrid","memoNum":1,"__csrcFundId":6664,"fundStatus":"normal","lastUpdated":"2026-04-30T20:35:37.357Z","masterFundFlag":1,"inceptionDate":"2019-11-17T16:00:00.000Z","fundCollectionId":4000050160000,"currency":"CNY","masterFundShortName":"银河新动能混合","pinyin":"yhxdnhhxzqtzjj","managers":[{"stockCode":"db20847831","stockType":"fund_manager","exchange":"fm","tickerId":22302226460,"name":"鲍武斌"}]},"announcement":{"linkText":"银河新动能混合型证券投资基金2024年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1071298","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca7a7fea5b3eb04a422c","date":"2023-12-30T16:00:00.000Z","stockId":3000000007203,"sao":"2023年权益市场整体表现不尽如人意，上证指数下跌3.7%，沪深300指数下跌11.38%，创业板指数下跌19.41%。市场机会也以结构化和阶段性表现为主，比如以人工智能为代表的数字经济板块在表现比较特出，风格上来说高分红、低估值的大盘股表现相对占优。与此同时，基金重仓股由于资金结构、业绩波动等因素整体表现不佳。　　从行业表现分布来看，涨幅居前的行业是通信、传媒、计算机以及煤炭；而跌幅居前的是美容护理、商业贸易、房地产和电新。行业表现差异较大，且轮动较快，结构分化明显。　　实际操作过程中，基于对市场的判断，本基金在仓位上保持稳定，结构配置上以国家战略导向行业以及全球新兴科技产业链相关行业为主，同时积极布局位置较低，基本面有改善的板块。","declarationDate":"2024-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:26:18.621Z","mo":"2023年，尽管国内经济稳中向好，但全球局势仍然错综复杂，同时受到疫情后的“疤痕效应”影响，经济复苏过程有所波动，使得市场整体信心和风险偏好低于年初预期。展望2024年，虽然我国经济发展仍面临一些挑战，但是整体看有利条件强于不利因素，经济回升向好、长期向好的基本趋势没有改变，支撑高质量发展的要素条件不断累积增多，而且随着疤痕效应的逐步消退，我们认为经济有望持续回暖，市场信心逐步提升。　　对于权益市场，我们认为2024年是充满机会的，当前估值水平、盈利预期、资金预期都处于历史低位，同时诸多积极的变化正在发生，比如稳定资本市场的政策持续推进，宏观经济数据出现边际改善，所以目前我们不应再悲观，预计2024年权益市场表现会优于2023年，仓位上继续保持积极。　　行业趋势上，以人工智能代表的新兴科技持续发展，对于未来很多行业的发展有深远而又积极的影响，继续看好创新驱动带来的投资机会，同时我们也会紧跟政策，持续聚焦国家战略导向行业涌现的机会，比如高端制造，新能源、半导体等。另一方面，我们立足于盈利驱动，结合股价位置，寻找景气度存在边际改善可能的行业，比如消费服务、出口产业、金融服务等。","fund":{"_id":3000000007203,"stockCode":"007203","stockType":"fund","areaCode":"cn","market":"a","followedNum":13,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-18T16:00:00.000Z","setUpScale":424485000,"tickerId":7203,"custody":"中国建设银行股份有限公司","name":"银河新动能混合型证券投资基金","shortName":"银河新动能混合(007203)","fundSecondLevel":"hybrid","memoNum":1,"__csrcFundId":6664,"fundStatus":"normal","lastUpdated":"2026-04-30T20:35:37.357Z","masterFundFlag":1,"inceptionDate":"2019-11-17T16:00:00.000Z","fundCollectionId":4000050160000,"currency":"CNY","masterFundShortName":"银河新动能混合","pinyin":"yhxdnhhxzqtzjj","managers":[{"stockCode":"db20847831","stockType":"fund_manager","exchange":"fm","tickerId":22302226460,"name":"鲍武斌"}]},"announcement":{"linkText":"银河新动能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=1048754","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca7a7fea5b3eb04a422b","date":"2023-09-29T16:00:00.000Z","stockId":3000000007203,"sao":"2023年第三季度，海外主要发达经济体加息预期高于此前，其债券利率持续推升；与此同时，国内经济稳中向好，相关政策有序推出。回到 A 股市场，由于市场风险偏好出现回落，整体市场表现不佳，只有少部分板块有所表现，具体来看三季度，万得全 A 和沪深300等全市场指数分别下跌4.33%和3.98%，分行业来看，金融板块和能源板块分别受益于资本市场政策推动和商品价格上行，在三季度表现较好；而新能源、传媒、计算机等成长板块由于市场风险偏好回落，表现相对较差。　　实际操作过程中，基于对市场的判断，本基金的仓位维持在较高的水平，继续保持高端制造等景气度较好板块的投资,同时优化了持仓个股。","declarationDate":"2023-10-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:26:18.619Z","fund":{"_id":3000000007203,"stockCode":"007203","stockType":"fund","areaCode":"cn","market":"a","followedNum":13,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-18T16:00:00.000Z","setUpScale":424485000,"tickerId":7203,"custody":"中国建设银行股份有限公司","name":"银河新动能混合型证券投资基金","shortName":"银河新动能混合(007203)","fundSecondLevel":"hybrid","memoNum":1,"__csrcFundId":6664,"fundStatus":"normal","lastUpdated":"2026-04-30T20:35:37.357Z","masterFundFlag":1,"inceptionDate":"2019-11-17T16:00:00.000Z","fundCollectionId":4000050160000,"currency":"CNY","masterFundShortName":"银河新动能混合","pinyin":"yhxdnhhxzqtzjj","managers":[{"stockCode":"db20847831","stockType":"fund_manager","exchange":"fm","tickerId":22302226460,"name":"鲍武斌"}]},"announcement":{"linkText":"银河新动能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=982922","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca7a7fea5b3eb04a422a","date":"2023-06-29T16:00:00.000Z","stockId":3000000007203,"sao":"2023年上半年市场小幅震荡，结构性行情特征明显，上证指数涨幅3.65%，上证50下跌5.43%，创业板指数下跌5.61%。市场主要的机会集中在以人工智能为代表的数字经济板块，此外低估值高分红板块表现也不错。　　从行业表现排名来看，居前的是通信、传媒、计算机等，居后的是商贸、地产和美容等。从这一行业表现分布来看，市场分化很大。　　实际操作过程中，基于对市场的判断，本基金的仓位维持在较高的水平，保持了高端制造等景气度较好板块的投资,同时继续增加了数字经济行业的投资。","declarationDate":"2023-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:26:18.616Z","mo":"2023年上半年，尽管海外主要发达经济体增长预期回升，但是加息进程仍未结束，国际形势仍然错综复杂，与此同时，国内经济稳中向好，呈现回升向好态势，相关宏观政策正在围绕高质量发展有序推进，聚焦于“转方式、调结构、增动能”。同时外部环境复杂多变，我国经济仍面临一些挑战，围绕稳增长、稳就业、防风险的相关政策措施也正在实施过程中，有望增强市场信心。　　对于市场，我们认为下半年是充满机会的，具备优秀盈利预期的个股有望继续获得超额收益,将继续寻找结构性机会，自下而上积极布局市场机会。　　自上而下看，一方面从长周期的维度看，以人工智能为代表的新技术有望成为推动科技跨越发展、产业优化升级、生产力整体跃升的驱动力量，我们能继续看好创新驱动带来的投资机会，同时我们也会持续聚焦国家战略性新兴行业涌现的机会，比如高端制造，新能源、半导体等行业。另一方面，立足于盈利驱动，在科技和消费领域寻找景气度存在边际改善可能的行业，比如消费服务、智能汽车、金融服务等。","fund":{"_id":3000000007203,"stockCode":"007203","stockType":"fund","areaCode":"cn","market":"a","followedNum":13,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-18T16:00:00.000Z","setUpScale":424485000,"tickerId":7203,"custody":"中国建设银行股份有限公司","name":"银河新动能混合型证券投资基金","shortName":"银河新动能混合(007203)","fundSecondLevel":"hybrid","memoNum":1,"__csrcFundId":6664,"fundStatus":"normal","lastUpdated":"2026-04-30T20:35:37.357Z","masterFundFlag":1,"inceptionDate":"2019-11-17T16:00:00.000Z","fundCollectionId":4000050160000,"currency":"CNY","masterFundShortName":"银河新动能混合","pinyin":"yhxdnhhxzqtzjj","managers":[{"stockCode":"db20847831","stockType":"fund_manager","exchange":"fm","tickerId":22302226460,"name":"鲍武斌"}]},"announcement":{"linkText":"银河新动能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=951598","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca7a7fea5b3eb04a4229","date":"2023-03-30T16:00:00.000Z","stockId":3000000007203,"sao":"2023年1季度，基金操作主要调整持仓结构应对市场波动。　　本基金对2023年2季度市场的行情谨慎乐观，市场仍将呈现结构性行情主导的局面，在成长行业中寻找业绩增长确定性与估值具备空间的行业，将围绕行业需求增长确定的新能源、产业升级的中游制造业、基本面存在反转的TMT行业以及医药行业。","declarationDate":"2023-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:26:18.613Z","fund":{"_id":3000000007203,"stockCode":"007203","stockType":"fund","areaCode":"cn","market":"a","followedNum":13,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-18T16:00:00.000Z","setUpScale":424485000,"tickerId":7203,"custody":"中国建设银行股份有限公司","name":"银河新动能混合型证券投资基金","shortName":"银河新动能混合(007203)","fundSecondLevel":"hybrid","memoNum":1,"__csrcFundId":6664,"fundStatus":"normal","lastUpdated":"2026-04-30T20:35:37.357Z","masterFundFlag":1,"inceptionDate":"2019-11-17T16:00:00.000Z","fundCollectionId":4000050160000,"currency":"CNY","masterFundShortName":"银河新动能混合","pinyin":"yhxdnhhxzqtzjj","managers":[{"stockCode":"db20847831","stockType":"fund_manager","exchange":"fm","tickerId":22302226460,"name":"鲍武斌"}]},"announcement":{"linkText":"银河新动能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=881826","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca7a7fea5b3eb04a4228","date":"2022-12-30T16:00:00.000Z","stockId":3000000007203,"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":"2026-03-09T13:26:18.611Z","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":3000000007203,"stockCode":"007203","stockType":"fund","areaCode":"cn","market":"a","followedNum":13,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-18T16:00:00.000Z","setUpScale":424485000,"tickerId":7203,"custody":"中国建设银行股份有限公司","name":"银河新动能混合型证券投资基金","shortName":"银河新动能混合(007203)","fundSecondLevel":"hybrid","memoNum":1,"__csrcFundId":6664,"fundStatus":"normal","lastUpdated":"2026-04-30T20:35:37.357Z","masterFundFlag":1,"inceptionDate":"2019-11-17T16:00:00.000Z","fundCollectionId":4000050160000,"currency":"CNY","masterFundShortName":"银河新动能混合","pinyin":"yhxdnhhxzqtzjj","managers":[{"stockCode":"db20847831","stockType":"fund_manager","exchange":"fm","tickerId":22302226460,"name":"鲍武斌"}]},"announcement":{"linkText":"银河新动能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=863274","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca7a7fea5b3eb04a4227","date":"2022-09-29T16:00:00.000Z","stockId":3000000007203,"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":"2026-03-09T13:26:18.608Z","fund":{"_id":3000000007203,"stockCode":"007203","stockType":"fund","areaCode":"cn","market":"a","followedNum":13,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-18T16:00:00.000Z","setUpScale":424485000,"tickerId":7203,"custody":"中国建设银行股份有限公司","name":"银河新动能混合型证券投资基金","shortName":"银河新动能混合(007203)","fundSecondLevel":"hybrid","memoNum":1,"__csrcFundId":6664,"fundStatus":"normal","lastUpdated":"2026-04-30T20:35:37.357Z","masterFundFlag":1,"inceptionDate":"2019-11-17T16:00:00.000Z","fundCollectionId":4000050160000,"currency":"CNY","masterFundShortName":"银河新动能混合","pinyin":"yhxdnhhxzqtzjj","managers":[{"stockCode":"db20847831","stockType":"fund_manager","exchange":"fm","tickerId":22302226460,"name":"鲍武斌"}]},"announcement":{"linkText":"银河新动能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=801441","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca7a7fea5b3eb04a4226","date":"2022-06-29T16:00:00.000Z","stockId":3000000007203,"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":"2026-03-09T13:26:18.606Z","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":3000000007203,"stockCode":"007203","stockType":"fund","areaCode":"cn","market":"a","followedNum":13,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-18T16:00:00.000Z","setUpScale":424485000,"tickerId":7203,"custody":"中国建设银行股份有限公司","name":"银河新动能混合型证券投资基金","shortName":"银河新动能混合(007203)","fundSecondLevel":"hybrid","memoNum":1,"__csrcFundId":6664,"fundStatus":"normal","lastUpdated":"2026-04-30T20:35:37.357Z","masterFundFlag":1,"inceptionDate":"2019-11-17T16:00:00.000Z","fundCollectionId":4000050160000,"currency":"CNY","masterFundShortName":"银河新动能混合","pinyin":"yhxdnhhxzqtzjj","managers":[{"stockCode":"db20847831","stockType":"fund_manager","exchange":"fm","tickerId":22302226460,"name":"鲍武斌"}]},"announcement":{"linkText":"银河新动能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=777854","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca7a7fea5b3eb04a4225","date":"2022-03-30T16:00:00.000Z","stockId":3000000007203,"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":"2026-03-09T13:26:18.603Z","fund":{"_id":3000000007203,"stockCode":"007203","stockType":"fund","areaCode":"cn","market":"a","followedNum":13,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-18T16:00:00.000Z","setUpScale":424485000,"tickerId":7203,"custody":"中国建设银行股份有限公司","name":"银河新动能混合型证券投资基金","shortName":"银河新动能混合(007203)","fundSecondLevel":"hybrid","memoNum":1,"__csrcFundId":6664,"fundStatus":"normal","lastUpdated":"2026-04-30T20:35:37.357Z","masterFundFlag":1,"inceptionDate":"2019-11-17T16:00:00.000Z","fundCollectionId":4000050160000,"currency":"CNY","masterFundShortName":"银河新动能混合","pinyin":"yhxdnhhxzqtzjj","managers":[{"stockCode":"db20847831","stockType":"fund_manager","exchange":"fm","tickerId":22302226460,"name":"鲍武斌"}]},"announcement":{"linkText":"银河新动能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=721582","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca7a7fea5b3eb04a4224","date":"2021-12-30T16:00:00.000Z","stockId":3000000007203,"sao":"2021年市场出现震荡的走势，上证指数上涨4.8%，创业板指数上涨12.02%，上证50下跌10.06%。全年来看,市场存在结构性行情,硬科技有较好的表现，新能源行业景气持续向上，带动电新行业指数表现突出； 同时，疫情冲击下经济回暖带来顺周期行业表现更好一些，使得市场风格相对均衡。从行业表现排名来看，居前的是电气设备、有色和化工等，居后的是休闲服务、农业和非银等。从这一行业表现分布来看，市场分化很大，结构性机会突出。操作层面上，本基金维持了较高仓位，加大了电气设备、有色等行业的投资。从结果来看整体跟上了市场的节奏。","declarationDate":"2022-01-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:26:18.600Z","mo":"展望2022年,全球主要国家疫情都有所反复，但是对经济的影响相对于德尔塔已经减弱；海外经济整体还处于复苏通道上，对中国影响主要是在两块：出口的分流效应和流动性收紧。市场预期美联储在TAPER的基础上明年甚至有可能加息，海外流动性会边际收紧；2022年不少主要国家和地区都有各种形式的选举活动，关注政治力量变化对经济活动影响。2022年,中国经济继续稳定增长，经济工作会议“三重压力”的表述也让市场更加相信政策维稳的取向确定性很高，政策稳增长诉求强烈，但是在节奏和方式上仍有分歧，宏观节奏上会比较类似于19年，即前低后高，稳增长见效要在下半年，货币政策上整体偏宽松，地产和基建是否会再度成为稳增长的抓手分歧较大，我们倾向于力度上会弱于历史经验。展望2022年A股市场,市场预期为弱势震荡，但结构性行情依旧,整体上我们认为，市场22年不会太差，可能前低后高。居民增配权益资产的趋势没有结束，结构性分化会弱于前2年。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，因此高景气度行业有望成为市场亮点；此外，我们相对看好疫情结束后消费服务。","fund":{"_id":3000000007203,"stockCode":"007203","stockType":"fund","areaCode":"cn","market":"a","followedNum":13,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-18T16:00:00.000Z","setUpScale":424485000,"tickerId":7203,"custody":"中国建设银行股份有限公司","name":"银河新动能混合型证券投资基金","shortName":"银河新动能混合(007203)","fundSecondLevel":"hybrid","memoNum":1,"__csrcFundId":6664,"fundStatus":"normal","lastUpdated":"2026-04-30T20:35:37.357Z","masterFundFlag":1,"inceptionDate":"2019-11-17T16:00:00.000Z","fundCollectionId":4000050160000,"currency":"CNY","masterFundShortName":"银河新动能混合","pinyin":"yhxdnhhxzqtzjj","managers":[{"stockCode":"db20847831","stockType":"fund_manager","exchange":"fm","tickerId":22302226460,"name":"鲍武斌"}]},"announcement":{"linkText":"银河新动能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=707270","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca7a7fea5b3eb04a4223","date":"2021-09-29T16:00:00.000Z","stockId":3000000007203,"sao":"2021年3季度市场反弹并大幅震荡，单季度上证指数上涨0.61%，创业板指数下跌7.75%，上证50 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下半年开始，经济复苏相对更加确定，顺周期行业表现更好一些，使得市场风格相对均衡。在历史上同比来看,2020年结构性机会较多,指数涨幅不断很大,但变现出了风格差异。从行业表现排名来看，居前的是电气设备、有色、食品饮料和汽车等，居后的是计算机、传媒、零售等。从这一行业表现分布来看，市场分化很大，结构性机会突出。操作层面上，维持了较高仓位，加大了电气设备、电子、有色等行业的投资。从结果来看整体跟上了市场的节奏。","date":"2020-12-30T16:00:00.000Z","declarationDate":"2021-01-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:26:18.590Z","mo":"我们认为2021年经济整体复苏，而政府本轮下行期更强调忍耐力，刺激政策着眼长远，房地产周期也面临人口红利下降和收入预期下降等长短期多重问题。2021年是十四五的开局之年，我国将进行接下来五年发展规划的编制。因此，2020年产业趋势较好的主线来自于十四五规划与战略性新兴产业五年规划释放的政策红利。展望2021年的市场总体谨慎乐观，其中风险在于2021年货币政策边际收紧后，高估值行业面临回调压力，历史上的A股波动，阶段性回撤后又会迎来新的机会。其次立足长远，从长周期的维度看待机会，新经济替代老经济，科技周期和消费升级的趋势没有改变，服务人类生活和生产的公司在持续创造价值。第三点，随着经济复苏预期走强，利率回暖，我们在未来一段时间也会适度关注经济周期复苏相关的行业和板块。2021年关注电气设备、电子、有色和化工等。","fund":{"_id":3000000007203,"stockCode":"007203","stockType":"fund","areaCode":"cn","market":"a","followedNum":13,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-18T16:00:00.000Z","setUpScale":424485000,"tickerId":7203,"custody":"中国建设银行股份有限公司","name":"银河新动能混合型证券投资基金","shortName":"银河新动能混合(007203)","fundSecondLevel":"hybrid","memoNum":1,"__csrcFundId":6664,"fundStatus":"normal","lastUpdated":"2026-04-30T20:35:37.357Z","masterFundFlag":1,"inceptionDate":"2019-11-17T16:00:00.000Z","fundCollectionId":4000050160000,"currency":"CNY","masterFundShortName":"银河新动能混合","pinyin":"yhxdnhhxzqtzjj","managers":[{"stockCode":"db20847831","stockType":"fund_manager","exchange":"fm","tickerId":22302226460,"name":"鲍武斌"}]},"announcement":{"linkText":"银河新动能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=554641","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca7a7fea5b3eb04a421f","stockId":3000000007203,"sao":"2020年3季度市场出现冲高回落的走势，单季度上证指数上涨7.82%，创业板指数上涨5.6%，上证50上涨9.87%。3季度市场结构性机会依然突出，经济复苏和外围环境变化带来市场较大的波动。从行业表现排名来看，居前的是休闲服务、军工、电气设备和汽车等，居后的是计算机、通信、农业等。从这一行业表现分布来看，前期基金重仓的科技股表现一般，上半年涨幅较小的行业如汽车、军工有较好的表现。","date":"2020-09-29T16:00:00.000Z","declarationDate":"2020-10-27T16:00:00.000Z","lastUpdated":"2026-03-09T13:26:18.587Z","fund":{"_id":3000000007203,"stockCode":"007203","stockType":"fund","areaCode":"cn","market":"a","followedNum":13,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-18T16:00:00.000Z","setUpScale":424485000,"tickerId":7203,"custody":"中国建设银行股份有限公司","name":"银河新动能混合型证券投资基金","shortName":"银河新动能混合(007203)","fundSecondLevel":"hybrid","memoNum":1,"__csrcFundId":6664,"fundStatus":"normal","lastUpdated":"2026-04-30T20:35:37.357Z","masterFundFlag":1,"inceptionDate":"2019-11-17T16:00:00.000Z","fundCollectionId":4000050160000,"currency":"CNY","masterFundShortName":"银河新动能混合","pinyin":"yhxdnhhxzqtzjj","managers":[{"stockCode":"db20847831","stockType":"fund_manager","exchange":"fm","tickerId":22302226460,"name":"鲍武斌"}]},"announcement":{"linkText":"银河新动能混合型证券投资基金2020年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=490869","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aeca7a7fea5b3eb04a421e","stockId":3000000007203,"sao":"2020年上半年市场出现结构性行情，上证指数下跌2.15%，创业板指数上涨35.6%，上证50下跌3.95%。上半年市场体现为在消费和科技双重引领下整体市场不断活跃，部分行业持续上涨，基金重仓股赚钱效应突出。从行业表现排名来看，居前的是医药、食品饮料、电子和计算机等，居后的是采掘、建筑、纺织服装等。从这一行业表现分布来看，市场整体在体现强势股的趋势性机会，整体市场投资方向形成了一致。","date":"2020-06-29T16:00:00.000Z","declarationDate":"2020-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:26:18.585Z","mo":"在全球经济黯淡的背景下的市场趋势整体受到压制，海外市场波动较大，市场对经济面的变化反应仍显不足，另一方面，流动性充裕是市场的支撑点。市场已处于上涨趋势中，3季度整体可以采取跟随的策略应对趋势市场，主要结构方向是受经济面影响小、政策扶持力度大的行业，也就是目前提的较多的新老基建同时发力。","fund":{"_id":3000000007203,"stockCode":"007203","stockType":"fund","areaCode":"cn","market":"a","followedNum":13,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":"stock","ipoDate":"2019-09-18T16:00:00.000Z","setUpScale":424485000,"tickerId":7203,"custody":"中国建设银行股份有限公司","name":"银河新动能混合型证券投资基金","shortName":"银河新动能混合(007203)","fundSecondLevel":"hybrid","memoNum":1,"__csrcFundId":6664,"fundStatus":"normal","lastUpdated":"2026-04-30T20:35:37.357Z","masterFundFlag":1,"inceptionDate":"2019-11-17T16:00:00.000Z","fundCollectionId":4000050160000,"currency":"CNY","masterFundShortName":"银河新动能混合","pinyin":"yhxdnhhxzqtzjj","managers":[{"stockCode":"db20847831","stockType":"fund_manager","exchange":"fm","tickerId":22302226460,"name":"鲍武斌"}]},"announcement":{"linkText":"银河新动能混合型证券投资基金2020年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=454494","linkType":"PDF","source":"csrc_pdf"}}]}