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业成长的钱。","declarationDate":"2025-01-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:49:41.753Z","mo":"24年12月召开的政治局会议及中央经济工作会议为25年的经济发展指引了方向，会议决定将实施更加积极有为的宏观政策，扩大国内需求，推动科技创新和产业创新融合发展，相关政策积极支持的行业有望受益，预计也会存在相应的投资机会。","fund":{"_id":3000000013293,"__csrcFundId":10209,"stockCode":"013293","shortName":"长城健康消费混合(013293)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":13293,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-04-30T23:42:37.299Z","status":"normal","exchange":"jj","name":"长城健康消费混合型证券投资基金","fundCollectionId":4000050150000,"followedNum":9,"inceptionDate":"2021-11-24T16:00:00.000Z","masterFundShortName":"长城健康消费混合","setUpDate":"2021-11-24T16:00:00.000Z","setUpAssetScale":868636828.38,"setUpShares":868636828.38,"pinyin":"ccjkxfhhxzqtzjj","managers":[{"stockCode":"db20424371","stockType":"fund_manager","exchange":"fm","tickerId":202402163390,"name":"谭小兵"},{"stockCode":"db20779534","stockType":"fund_manager","exchange":"fm","tickerId":2508205120,"name":"余欢"}]},"announcement":{"linkText":"长城健康消费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=1256629","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecff57fea5b3eb0505439","date":"2024-09-29T16:00:00.000Z","stockId":3000000013293,"sao":"2024年二季度A股主要指数上涨，其中上证指数上涨12.44%，沪深300上涨16.07%，创业板指上涨29.21%。从行业来看，各版块均出现上涨，其中非银行金融、房地产、消费者服务等板块涨幅居前，石油石化、煤炭、电力及公用事业等板块涨幅居后。长城健康消费基金在本报告期内跑输比较基准。　　随着9月底政治局会议定调，宏观政策在三季度末出现转向，一揽子刺激经济的增量政策陆续推出，货币政策开始发力，资本市场出现大幅度反弹，资本市场的表现一定程度上反映了市场预期和信心的修复。在过去几年，资本市场特别是消费板块持续下跌，很多优秀的消费企业的估值其实已经到了极低的估值，这些公司模式好、空间大、壁垒高、文化正，拉长周期看已经具备很大的投资价值，一旦宏观经济出现向上拐点，都具备不错的成长潜力。我们认为，虽然经济的修复不是一蹴而就，但现在已经在路上，只要老百姓对更美好生活追求的朴实向往不会发生变化，那么消费品的价值投资逻辑就不会发生改变，我们相信那些优秀的消费品企业的价值会逐步得到修复和重估。　　截至2024年三季度末，长城健康基金的重点配置板块为医药生物、食品饮料、家用电器、资讯科技等行业。展望2024年四季度，我们认为国内宏观经济有望出现向上的拐点，本基金希望选择符合当前消费发展趋势的行业及相关个股，赚企业成长和估值修复的钱。","declarationDate":"2024-10-23T16:00:00.000Z","lastUpdated":"2026-03-09T13:49:41.751Z","fund":{"_id":3000000013293,"__csrcFundId":10209,"stockCode":"013293","shortName":"长城健康消费混合(013293)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":13293,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-04-30T23:42:37.299Z","status":"normal","exchange":"jj","name":"长城健康消费混合型证券投资基金","fundCollectionId":4000050150000,"followedNum":9,"inceptionDate":"2021-11-24T16:00:00.000Z","masterFundShortName":"长城健康消费混合","setUpDate":"2021-11-24T16:00:00.000Z","setUpAssetScale":868636828.38,"setUpShares":868636828.38,"pinyin":"ccjkxfhhxzqtzjj","managers":[{"stockCode":"db20424371","stockType":"fund_manager","exchange":"fm","tickerId":202402163390,"name":"谭小兵"},{"stockCode":"db20779534","stockType":"fund_manager","exchange":"fm","tickerId":2508205120,"name":"余欢"}]},"announcement":{"linkText":"长城健康消费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=1171241","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecff57fea5b3eb0505438","date":"2024-06-29T16:00:00.000Z","stockId":3000000013293,"sao":"2024年上半年A股市场整体行情偏弱，其中上证指数跌0.25%，深证成指跌7.10%，创业板跌10.99%。从行业板块来看，银行、煤炭、石油石化等板块涨幅居前，消费者服务、计算机、商贸零售等板块跌幅居前。长城健康消费基金在本报告期内跑输比较基准。　　截至2024年上半年末，长城健康消费基金的重点配置板块为医药生物、家用电器、资讯科技等行业。本基金希望寻找符合当前经济发展趋势的子行业及相关个股，赚企业成长的钱。","declarationDate":"2024-07-17T16:00:00.000Z","lastUpdated":"2026-03-09T13:49:41.748Z","mo":"展望下半年，预计国内稳内需相关政策会逐步发力，经济呈现出稳中向好态势；以美国为代表的海外主要经济体预计将进入降息周期，补库存仍将持续。在此背景下，A股预计仍然存在结构性行情，本基金将结合宏观情况，综合评估行业景气度、公司基本面和估值水平，选择有合适预期回报的优质个股。","fund":{"_id":3000000013293,"__csrcFundId":10209,"stockCode":"013293","shortName":"长城健康消费混合(013293)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":13293,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-04-30T23:42:37.299Z","status":"normal","exchange":"jj","name":"长城健康消费混合型证券投资基金","fundCollectionId":4000050150000,"followedNum":9,"inceptionDate":"2021-11-24T16:00:00.000Z","masterFundShortName":"长城健康消费混合","setUpDate":"2021-11-24T16:00:00.000Z","setUpAssetScale":868636828.38,"setUpShares":868636828.38,"pinyin":"ccjkxfhhxzqtzjj","managers":[{"stockCode":"db20424371","stockType":"fund_manager","exchange":"fm","tickerId":202402163390,"name":"谭小兵"},{"stockCode":"db20779534","stockType":"fund_manager","exchange":"fm","tickerId":2508205120,"name":"余欢"}]},"announcement":{"linkText":"长城健康消费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=1154260","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecff57fea5b3eb0505437","date":"2024-03-30T16:00:00.000Z","stockId":3000000013293,"sao":"2024年一季度A股主要指数涨跌互现，其中上证指数涨2.23%，沪深300涨3.10%，创业板指跌3.87%。从行业来看，石油石化、家电、银行、煤炭等板块涨幅居前，医药、电子、房地产、计算机等板块跌幅居前。长城健康消费基金在本报告期内跑输比较基准。　　截至2024年一季度末，长城健康消费基金的重点配置板块为医药生物、食品饮料、家用电器等行业。展望2024年二季度，我们认为国内宏观经济会处于稳中向好态势，欧美等海外主要经济体逐步进入补库存周期，A股市场存在结构性行情。本基金希望寻找符合当前消费趋势的子行业及相关个股，赚企业成长的钱。","declarationDate":"2024-04-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:49:41.745Z","fund":{"_id":3000000013293,"__csrcFundId":10209,"stockCode":"013293","shortName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基本面及估值水平，以更加严格的风险控制措施，在更加“合适”的时点持有具有投资价值的好公司。","fund":{"_id":3000000013293,"__csrcFundId":10209,"stockCode":"013293","shortName":"长城健康消费混合(013293)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":13293,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-04-30T23:42:37.299Z","status":"normal","exchange":"jj","name":"长城健康消费混合型证券投资基金","fundCollectionId":4000050150000,"followedNum":9,"inceptionDate":"2021-11-24T16:00:00.000Z","masterFundShortName":"长城健康消费混合","setUpDate":"2021-11-24T16:00:00.000Z","setUpAssetScale":868636828.38,"setUpShares":868636828.38,"pinyin":"ccjkxfhhxzqtzjj","managers":[{"stockCode":"db20424371","stockType":"fund_manager","exchange":"fm","tickerId":202402163390,"name":"谭小兵"},{"stockCode":"db20779534","stockType":"fund_manager","exchange":"fm","tickerId":2508205120,"name":"余欢"}]},"announcement":{"linkText":"长城健康消费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=966609","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecff57fea5b3eb0505433","date":"2023-03-30T16:00:00.000Z","stockId":3000000013293,"sao":"2023年一季度A股主要指数上涨，其中上证指数涨5.94%，沪深300涨4.63%，创业板指涨2.25%。从行业来看，计算机、传媒、通信和电子等板块涨幅居前，房地产、消费者服务、银行等板块跌幅居前。长城健康消费基金在本报告期内跑赢比较基准。  截至2023年一季度末，长城健康消费基金的重点配置板块为食品饮料、生物医药、家用电器等消费行业。我们认为随着消费场景的逐步恢复和经济的逐步回暖，消费板块会呈现出逐步复苏态势，本基金仍然希望沿着消费升级和困境反转这两条主线，增配可选消费，精选优质个股，赚企业成长的钱。","declarationDate":"2023-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:49:41.730Z","fund":{"_id":3000000013293,"__csrcFundId":10209,"stockCode":"013293","shortName":"长城健康消费混合(013293)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":13293,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-04-30T23:42:37.299Z","status":"normal","exchange":"jj","name":"长城健康消费混合型证券投资基金","fundCollectionId":4000050150000,"followedNum":9,"inceptionDate":"2021-11-24T16:00:00.000Z","masterFundShortName":"长城健康消费混合","setUpDate":"2021-11-24T16:00:00.000Z","setUpAssetScale":868636828.38,"setUpShares":868636828.38,"pinyin":"ccjkxfhhxzqtzjj","managers":[{"stockCode":"db20424371","stockType":"fund_manager","exchange":"fm","tickerId":202402163390,"name":"谭小兵"},{"stockCode":"db20779534","stockType":"fund_manager","exchange":"fm","tickerId":2508205120,"name":"余欢"}]},"announcement":{"linkText":"长城健康消费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=885439","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecff57fea5b3eb0505432","date":"2022-12-30T16:00:00.000Z","stockId":3000000013293,"sao":"2022年对于A股市场来说是很艰难的一年，全年来看，上证指数跌15.13%，深证成指跌25.86%，创业板跌29.37%。从行业板块来看，仅有煤炭、消费者服务和交通运输板块上涨，电子、国防军工、计算机等板块跌幅居前。长城健康消费基金在本报告期内跑输比较基准。  截至2022年底，长城健康消费基金的重点配置板块为食品饮料、医药生物、家用电器等大消费行业。回顾2022年，由于受到疫情反复扰动的影响，消费场景缺失，消费板块的基本面承压，消费板块的市场表现基本跟随疫情的发展及预期而波动。随着2022年11月11日国家优化疫情防控政策的推出，疫情防控进入新阶段，消费场景逐步恢复，整个消费板块的基本面也呈现出逐步修复态势。  展望2023年，我们预计消费复苏会成为市场贯穿全年的主线，本基金希望沿着消费升级和困境反转这两条主线，增配可选消费，精选优质个股，赚企业成长的钱。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:49:41.727Z","mo":"展望23年，预计经济会呈现“内需复苏、外需偏弱”态势，流动性依然会较为充裕，消费板块存在投资机会。本基金会结合基本面、估值及行业景气度，选择持有消费板块中具有中长期投资价值的好公司。","fund":{"_id":3000000013293,"__csrcFundId":10209,"stockCode":"013293","shortName":"长城健康消费混合(013293)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":13293,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-04-30T23:42:37.299Z","status":"normal","exchange":"jj","name":"长城健康消费混合型证券投资基金","fundCollectionId":4000050150000,"followedNum":9,"inceptionDate":"2021-11-24T16:00:00.000Z","masterFundShortName":"长城健康消费混合","setUpDate":"2021-11-24T16:00:00.000Z","setUpAssetScale":868636828.38,"setUpShares":868636828.38,"pinyin":"ccjkxfhhxzqtzjj","managers":[{"stockCode":"db20424371","stockType":"fund_manager","exchange":"fm","tickerId":202402163390,"name":"谭小兵"},{"stockCode":"db20779534","stockType":"fund_manager","exchange":"fm","tickerId":2508205120,"name":"余欢"}]},"announcement":{"linkText":"长城健康消费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=872824","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecff57fea5b3eb0505431","date":"2022-09-29T16:00:00.000Z","stockId":3000000013293,"sao":"三季度市场整体而言不太好，结构分化也比较明显。一方面国内疫情反复、经济增长动能不足，稳增长政策也是雷声大雨点小，另一方面海外通胀持续超预期，美联储加息缩表一再升温，美国十年期国债收益率不断攀升，而俄乌战争进一步加剧了全球通胀压力以及国内的经济增长压力，在多重因素影响之下，股市也是困难重重，相对而言受益于能源通胀的煤炭、石化、交运等板块表现比较好，而消费、医药、汽车等板块则出于对未来经济增长前景的担忧而跌幅较大。操作上，本基金在3季度保持中性的仓位水平，在行业配置上依然是以医药、新能源、消费等偏创新成长的行业为主，整体表现弱于指数表现。","declarationDate":"2022-10-25T16:00:00.000Z","lastUpdated":"2026-03-09T13:49:41.725Z","fund":{"_id":3000000013293,"__csrcFundId":10209,"stockCode":"013293","shortName":"长城健康消费混合(013293)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":13293,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-04-30T23:42:37.299Z","status":"normal","exchange":"jj","name":"长城健康消费混合型证券投资基金","fundCollectionId":4000050150000,"followedNum":9,"inceptionDate":"2021-11-24T16:00:00.000Z","masterFundShortName":"长城健康消费混合","setUpDate":"2021-11-24T16:00:00.000Z","setUpAssetScale":868636828.38,"setUpShares":868636828.38,"pinyin":"ccjkxfhhxzqtzjj","managers":[{"stockCode":"db20424371","stockType":"fund_manager","exchange":"fm","tickerId":202402163390,"name":"谭小兵"},{"stockCode":"db20779534","stockType":"fund_manager","exchange":"fm","tickerId":2508205120,"name":"余欢"}]},"announcement":{"linkText":"长城健康消费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=809386","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecff57fea5b3eb0505430","date":"2022-06-29T16:00:00.000Z","stockId":3000000013293,"sao":"22年上半年市场先抑后扬，结构分化明显。整体而言上半年海内外经济压力都比较大，国内受到多地疫情爆发等因素影响2季度经济增长受到较大影响，而海外通胀高企货币开始紧缩经济衰退的预期升温，以上因素导致市场风险偏好急剧降低，市场一度跌幅较大。而5月之后随着上海疫情得到控制经济开始慢慢恢复，政府刺激经济复苏的政策不断推出，同时流动性较为宽松，市场出现了一轮明显的上升行情，以汽车和新能源为代表的高景气行业反弹明显，医药、消费也有一定程度跟随性上涨。本基金报告期内聚焦于医药、新能源、半导体、消费等领域。","declarationDate":"2022-07-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:49:41.722Z","mo":"展望下半年，宏观层面是国内弱复苏和海外衰退的预期组合，而地产层面的一系列事件给国内的复苏增添了不少压力，而疫情各地散发难以避免消费的复苏也将是一个缓慢的过程，出口则会受到海外经济情况的影响，总体来说经济形势依然不容乐观。流动性层面预期依然是维持较为宽松的状态，边际上的变化需要观察。因此对于市场而言我们认为还是需要基于盈利预期和流动性的变化寻找结构性机会，对于景气度向上提升或者能够维持较高景气度水平、并且估值没明显扩张的行业个股我们更为关注。","fund":{"_id":3000000013293,"__csrcFundId":10209,"stockCode":"013293","shortName":"长城健康消费混合(013293)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":13293,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-04-30T23:42:37.299Z","status":"normal","exchange":"jj","name":"长城健康消费混合型证券投资基金","fundCollectionId":4000050150000,"followedNum":9,"inceptionDate":"2021-11-24T16:00:00.000Z","masterFundShortName":"长城健康消费混合","setUpDate":"2021-11-24T16:00:00.000Z","setUpAssetScale":868636828.38,"setUpShares":868636828.38,"pinyin":"ccjkxfhhxzqtzjj","managers":[{"stockCode":"db20424371","stockType":"fund_manager","exchange":"fm","tickerId":202402163390,"name":"谭小兵"},{"stockCode":"db20779534","stockType":"fund_manager","exchange":"fm","tickerId":2508205120,"name":"余欢"}]},"announcement":{"linkText":"长城健康消费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=787598","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecff57fea5b3eb050542f","date":"2022-03-30T16:00:00.000Z","stockId":3000000013293,"sao":"一季度市场整体而言表现不佳，结构分化也比较明显。一方面国内经济增长动能有所减弱，稳增长的预期增强，另一方面海外通胀加剧，美联储加息缩表的预期一再升温，美国十年期国债收益率不断攀升，而俄乌战争以及吉林上海等地疫情的爆发进一步加剧了全球通胀压力以及国内的经济增长压力，在多重因素影响之下，股市也是困难重重，相对而言受益于能源通胀和稳增长预期的煤炭、地产，建筑等板块表现比较好，而消费、医药、新能源、半导体、等板块则出于对未来增长前景的担忧而跌幅较大。本基金在1季度保持偏高的仓位水平，在行业配置上依然是以医药、新能源、半导体、消费等偏创新成长的行业为主，整体表现弱于指数表现。","declarationDate":"2022-04-21T16:00:00.000Z","lastUpdated":"2026-03-09T13:49:41.719Z","fund":{"_id":3000000013293,"__csrcFundId":10209,"stockCode":"013293","shortName":"长城健康消费混合(013293)","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":13293,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-04-30T23:42:37.299Z","status":"normal","exchange":"jj","name":"长城健康消费混合型证券投资基金","fundCollectionId":4000050150000,"followedNum":9,"inceptionDate":"2021-11-24T16:00:00.000Z","masterFundShortName":"长城健康消费混合","setUpDate":"2021-11-24T16:00:00.000Z","setUpAssetScale":868636828.38,"setUpShares":868636828.38,"pinyin":"ccjkxfhhxzqtzjj","managers":[{"stockCode":"db20424371","stockType":"fund_manager","exchange":"fm","tickerId":202402163390,"name":"谭小兵"},{"stockCode":"db20779534","stockType":"fund_manager","exchange":"fm","tickerId":2508205120,"name":"余欢"}]},"announcement":{"linkText":"长城健康消费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=730267","linkType":"PDF","source":"csrc_pdf"}}]}