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要看好优质资产的份额提升和出海空间；下游加工行业我们看好终端需求复苏带来的投资机会。","fund":{"_id":3000000021830,"__csrcFundId":14173,"stockCode":"021830","masterFundShortName":"国寿安保农业产业股票发起式","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":21830,"currency":"CNY","masterFundFlag":1,"status":"normal","exchange":"jj","shortName":"国寿安保农业产业股票发起式(021830)","lastUpdated":"2026-05-01T03:20:49.511Z","name":"国寿安保农业产业股票型发起式证券投资基金","pinyin":"gsabnycygpxfqszqtzjj","fundCollectionId":4000050900000,"setUpAssetScale":10000996.02,"setUpDate":"2024-07-18T16:00:00.000Z","setUpShares":10000996.02,"inceptionDate":"2024-07-18T16:00:00.000Z","followedNum":2,"managers":[{"stockCode":"j101019763","stockType":"fund_manager","exchange":"fm","tickerId":2410248300,"name":"熊靓"}]},"announcement":{"linkText":"国寿安保农业产业股票型发起式证券投资基金2024年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1257601","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed3aa7fea5b3eb0540406","date":"2024-09-29T16:00:00.000Z","stockId":3000000021830,"sao":"宏观层面上，2024年三季度以来经济整体走弱，受财富效应的影响内需持续下滑，出口因基数抬升导致边际增速放缓。9月下旬随着一揽子强有力政策的出台，资本市场流动性和悲观预期都明显改善，估值得到修复。展望后市我们保持乐观，一方面政策的持续发力值得期待，另一方面四季度海外格局变化和基数效应的影响下可能存在一些结构性机会。　　　　中观层面上，农业产业由于自身供给的周期性和需求的刚性，具有相对独立行情。三季度以来猪价持续上涨并维持高位震荡，因市场预期和交易面的变化，导致养殖产业链整体大幅调整，但成本控制优异且业绩兑现度高的公司相对收益较好。种植和农产品加工产业链因价格催化和防御属性，整体走势更强。　　　　报告期内，本基金处于建仓期，主要布局养殖链的超跌反弹和种植链的防御标的。四季度将逐步提高仓位，自下而上地寻找被低估的优质资产。","declarationDate":"2024-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T14:05:30.323Z","fund":{"_id":3000000021830,"__csrcFundId":14173,"stockCode":"021830","masterFundShortName":"国寿安保农业产业股票发起式","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":21830,"currency":"CNY","masterFundFlag":1,"status":"normal","exchange":"jj","shortName":"国寿安保农业产业股票发起式(021830)","lastUpdated":"2026-05-01T03:20:49.511Z","name":"国寿安保农业产业股票型发起式证券投资基金","pinyin":"gsabnycygpxfqszqtzjj","fundCollectionId":4000050900000,"setUpAssetScale":10000996.02,"setUpDate":"2024-07-18T16:00:00.000Z","setUpShares":10000996.02,"inceptionDate":"2024-07-18T16:00:00.000Z","followedNum":2,"managers":[{"stockCode":"j101019763","stockType":"fund_manager","exchange":"fm","tickerId":2410248300,"name":"熊靓"}]},"announcement":{"linkText":"国寿安保农业产业股票型发起式证券投资基金2024年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1176946","linkType":"PDF","source":"csrc_pdf"}}]}