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设要严控增量、优化存量、提高质量，加大“白名单”项目贷款投放力度，支持盘活存量闲置土地。要回应群众关切，调整住房限购政策，降低存量房贷利率，抓紧完善土地、财税、金融等政策，推动构建房地产发展新模式。要努力提振资本市场，大力引导中长期资金入市，打通社保、保险、理财等资金入市堵点。要支持上市公司并购重组，稳步推进公募基金改革，研究出台保护中小投资者的政策措施。三季度组合持仓略有调整。展望全年，我们相对看好格局比较稳定的部分科技、制造、周期和服务行业，努力寻找相关领域中的优质公司。","declarationDate":"2024-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T14:04:03.307Z","fund":{"_id":3000000020364,"__csrcFundId":13453,"stockCode":"020364","masterFundShortName":"博时卓越成长混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":20364,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T02:45:56.705Z","status":"normal","exchange":"jj","shortName":"博时卓越成长混合(020364)","name":"博时卓越成长混合型证券投资基金","fundCollectionId":4000050050000,"inceptionDate":"2024-02-01T16:00:00.000Z","setUpAssetScale":249513352.45,"setUpDate":"2024-01-29T16:00:00.000Z","setUpShares":249513352.45,"pinyin":"bszyczhhxzqtzjj","followedNum":0,"managers":[{"stockCode":"8801336496","stockType":"fund_manager","exchange":"fm","tickerId":2312093880,"name":"魏立"}]},"announcement":{"linkText":"博时卓越成长混合型证券投资基金2024年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1172680","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed3537fea5b3eb053b5a9","date":"2024-06-29T16:00:00.000Z","stockId":3000000020364,"sao":"我们将坚持GARP投资策略，持续关注中长期产业趋势，并通过自下而上方法来选择股票。我们相对看好格局比较稳定的部分科技、制造、周期和服务行业，努力寻找相关领域中的优质公司。","declarationDate":"2024-07-18T16:00:00.000Z","lastUpdated":"2026-03-09T14:04:03.304Z","mo":"宏观层面，党的二十届三中全会提出：“高质量发展是全面建设社会主义现代化国家的首要任务。必须以新发展理念引领改革，立足新发展阶段，深化供给侧结构性改革，完善推动高质量发展激励约束机制，塑造发展新动能新优势。要健全因地制宜发展新质生产力体制机制，健全促进实体经济和数字经济深度融合制度，完善发展服务业体制机制，健全现代化基础设施建设体制机制，健全提升产业链供应链韧性和安全水平制度。”市场层面，我们对下半年权益市场持比较积极的态度。结构上，相对看好以上提及的部分科技、制造、周期和服务行业，努力寻找相关领域中的优质公司。","fund":{"_id":3000000020364,"__csrcFundId":13453,"stockCode":"020364","masterFundShortName":"博时卓越成长混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":20364,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T02:45:56.705Z","status":"normal","exchange":"jj","shortName":"博时卓越成长混合(020364)","name":"博时卓越成长混合型证券投资基金","fundCollectionId":4000050050000,"inceptionDate":"2024-02-01T16:00:00.000Z","setUpAssetScale":249513352.45,"setUpDate":"2024-01-29T16:00:00.000Z","setUpShares":249513352.45,"pinyin":"bszyczhhxzqtzjj","followedNum":0,"managers":[{"stockCode":"8801336496","stockType":"fund_manager","exchange":"fm","tickerId":2312093880,"name":"魏立"}]},"announcement":{"linkText":"博时卓越成长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=1144520","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed3537fea5b3eb053b5a8","date":"2024-03-30T16:00:00.000Z","stockId":3000000020364,"sao":"2024年一季度，市场整体探底反弹，板块走势分化较大，其中石油石化、家电、银行等板块涨幅居前，而医药、电子、房地产等板块跌幅较大。宏观层面，政府工作报告指出，今年发展主要预期目标是：国内生产总值增长5%左右；城镇新增就业1200万人以上，城镇调查失业率5.5%左右；居民消费价格涨幅3%左右；居民收入增长和经济增长同步；国际收支保持基本平衡；粮食产量1.3万亿斤以上；单位国内生产总值能耗降低2.5%左右，生态环境质量持续改善。一季度组合持仓略有调整。展望24年，我们相对看好需求持续增长的科技、制造、以及部分服务和周期行业，努力寻找相关领域中的优质公司。","declarationDate":"2024-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T14:04:03.301Z","fund":{"_id":3000000020364,"__csrcFundId":13453,"stockCode":"020364","masterFundShortName":"博时卓越成长混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":20364,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-01T02:45:56.705Z","status":"normal","exchange":"jj","shortName":"博时卓越成长混合(020364)","name":"博时卓越成长混合型证券投资基金","fundCollectionId":4000050050000,"inceptionDate":"2024-02-01T16:00:00.000Z","setUpAssetScale":249513352.45,"setUpDate":"2024-01-29T16:00:00.000Z","setUpShares":249513352.45,"pinyin":"bszyczhhxzqtzjj","followedNum":0,"managers":[{"stockCode":"8801336496","stockType":"fund_manager","exchange":"fm","tickerId":2312093880,"name":"魏立"}]},"announcement":{"linkText":"博时卓越成长混合型证券投资基金2024年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1070616","linkType":"PDF","source":"csrc_pdf"}}]}