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“政策底”已经确立，在“经济底”探明之前，政策的边际力度预计逐步、持续加强，扭转弱预期大概率是个时间问题；同时从市场的定价角度考虑，权益资产价格仍具备较高吸引率。对于低碳相关子领域，我们认为当前基本面在逐步见底过程中，同时市场预期已经非常保守，预计盈利扭转的预期将在未来2024年内逐步显现。我们将坚守定位秉承初心，稳步增配此类估值在底部的成长类资产。","fund":{"_id":3000000018327,"__csrcFundId":12889,"stockCode":"018327","shortName":"太平低碳经济混合发起式(018327)","masterFundShortName":"太平低碳经济混合发起式","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":18327,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T01:55:28.733Z","status":"normal","exchange":"jj","fundCollectionId":4000050760000,"inceptionDate":"2023-08-14T16:00:00.000Z","name":"太平低碳经济混合型发起式证券投资基金","setUpDate":"2023-08-14T16:00:00.000Z","setUpAssetScale":97127655.71,"setUpShares":97127655.71,"pinyin":"tpdtjjhhxfqszqtzjj","followedNum":2,"managers":[{"stockCode":"j101020941","stockType":"fund_manager","exchange":"fm","tickerId":262413263270,"name":"赵鑫淼"}]},"announcement":{"linkText":"太平低碳经济混合型发起式证券投资基金2023年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1058133","linkType":"PDF","source":"csrc_pdf"}}]}