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 其次，新能源产业链在储能需求的带动下，多个环节结束了供需失衡的情况，重新迈入了紧平衡的状态，我们看到包括电解液、六氟磷酸锂、储能电芯、碳酸锂在内的多个环节都出现了价格的猛烈上涨。  此外四季度末，商业航天成为市场新的关注点，我们对此展开了研究，目前来看这一产业依然展现了美国领先，我们奋力追赶的情况。特别是2025年下半年以来，国内企业追赶的速度有所加快，这也是资本市场关注这一机会的主要原因。  以上三个方向中，我们对前两个的信心较大，因此我们维持了对泛AI产业的布局，同时在锂电产业中也进行了一定的投资和止盈。  展望2026年，我们认为虽然股市已经累计了不小的涨幅，但在全球范围内来看，人民币资产依然处于稀缺的状态。尤其是在科技创新领域，我们并不是简单地复制美国科技产业走过的路，而多是另辟蹊径，这也给全球投资者带来了非常好的选择机会。历史证明，我国科技产业往往可以以更低的成本和更高的效率实现弯道超车甚至引领全球。所以2026年我们将依然对国内科技产业保持较高的关注度。","lastUpdated":"2026-03-09T14:06:10.754Z","fund":{"_id":3000000022717,"__csrcFundId":14551,"stockCode":"022717","masterFundShortName":"永赢锐见进取混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":22717,"currency":"CNY","masterFundFlag":1,"status":"normal","exchange":"jj","shortName":"永赢锐见进取混合(022717)","lastUpdated":"2026-05-01T03:37:17.255Z","name":"永赢锐见进取混合型证券投资基金","pinyin":"yyrjjqhhxzqtzjj","fundCollectionId":4000050880000,"setUpAssetScale":61262214.55,"setUpDate":"2025-01-22T16:00:00.000Z","setUpShares":61262214.55,"inceptionDate":"2025-01-23T16:00:00.000Z","followedNum":2,"managers":[{"stockCode":"8801450127","stockType":"fund_manager","exchange":"fm","tickerId":122302175180,"name":"李文宾"}]},"announcement":{"linkText":"永赢锐见进取混合型证券投资基金2025年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1455585","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed3d27fea5b3eb0541d05","date":"2025-09-29T16:00:00.000Z","declarationDate":"2025-10-26T16:00:00.000Z","stockId":3000000022717,"sao":"2025年三季度以来，科技（人工智能、固态电池、人形机器人等）成为市场主要演绎方向，这背后除了市场走强以外，更为重要的是这些产业步入到或者接近技术奇点：人工智能产业，以openai、谷歌为代表的大模型企业不断更新升级模型能力，同时提升单位token调用的性价比，带来了全球范围内人工智能产业的蓬勃发展，特别是9月底以来openai与英伟达、AMD达成了战略联盟，第一次打通了硬件和模型企业之间的协同发展壁垒。固态电池产业，在固态电解质，正负极，核心设备等领域国内企业不断取得突破；人形机器人范畴，以特斯拉为代表的海外企业不断在机器人大脑及关键零部件领域取得突破，极大缩短了人形机器人产品落地的时间表。这些未来产业打开了人类科技进步的天花板，有力推动生产力的大爆发，我们预计这些产业将联手将人类社会发展推入一个新的高潮，这一高潮为人类带来的变化目前依然无法精确测算。我们从2024年第四季度开始即将持仓向科技板块集中，25年二季度以来我们继续向这些板块的龙头企业和新方向倾斜，取得了较好的收获，未来我们也将继续聚焦在这些领域。此外我们观察到了美国国内药品政策变化，我们认为这对中国创新药企业BD工作不会有很大的影响，但会导致市场情绪和风险偏好的收缩，所以我们会考虑择机兑现部分收益。展望后市，我们认为虽然股市已经累计了不小的涨幅，但险资、ETF、理财资金仍然会是确定性的增量资金，因此股市或将会维持走牛的趋势。但我们依然对海外贸易政策较为谨慎，当然如果中美谈判顺利，那么我们认为中国优秀出口企业将会迎来系统性的估值重估。此外，我们认为短期中小盘股票相对于蓝筹股超额收益明显，代表中国经济核心力量的优秀企业估值较低，值得增加关注。","lastUpdated":"2026-03-09T14:06:10.751Z","fund":{"_id":3000000022717,"__csrcFundId":14551,"stockCode":"022717","masterFundShortName":"永赢锐见进取混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":22717,"currency":"CNY","masterFundFlag":1,"status":"normal","exchange":"jj","shortName":"永赢锐见进取混合(022717)","lastUpdated":"2026-05-01T03:37:17.255Z","name":"永赢锐见进取混合型证券投资基金","pinyin":"yyrjjqhhxzqtzjj","fundCollectionId":4000050880000,"setUpAssetScale":61262214.55,"setUpDate":"2025-01-22T16:00:00.000Z","setUpShares":61262214.55,"inceptionDate":"2025-01-23T16:00:00.000Z","followedNum":2,"managers":[{"stockCode":"8801450127","stockType":"fund_manager","exchange":"fm","tickerId":122302175180,"name":"李文宾"}]},"announcement":{"linkText":"永赢锐见进取混合型证券投资基金2025年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1370442","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed3d27fea5b3eb0541d04","date":"2025-06-29T16:00:00.000Z","stockId":3000000022717,"sao":"我们在2024年底对2025年股市的展望相对乐观，这主要源自于以下三点：第一，在历经3年多的去杠杆和去泡沫后，2024年起国内适时推出了系列稳地产政策，我们对这系列政策从需求端稳定地产持有乐观的预期，同时国内地产经历了量和价的显著调整，从全球历次地产周期来看，量价调整已经接近历次地产周期的极限值；第二，地方债务问题开始自上而下的系统性解决，这充分体现了国内在解决系统性风险维度的巨大制度优势；第三，A股和港股优质资产在历经多年调整后，估值被极度压缩，横向和纵向对比中已经呈现出极大的比较优势，同时全球资本严重低配中国资产，这和我国经济保持健康稳健发展的趋势大幅背离。从股市实际运营情况来看，我们的判断基本准确。但更为让我们感到惊喜的是，中国科技企业（包括但不仅限于人工智能、创新药、新能源汽车、人形机器人、低空经济）在全球范围内得到了高度的认可，比如2025年春节期间Deepseek推出的人工智能基础大模型惊艳全球，证明了国内科技企业可以通过创新突破算力卡的限制；2024年开始，中国新能源汽车在全球范围内获得了高度的认可，中国已经取代日本成为全球最大的汽车出口国家，这一优势在2025年或将进一步拉大；2023年底开始，中国创新药企业不断获得西方特别是美国MNC企业的高度认可，一系列中国创新药获得了高额的首付款和高比例的销售分成，这无疑是中国创新药产业发展成果的集中体现；人形机器人领域，中国企业不仅扮演了海外整机企业的核心供应商角色，并且在整机环节国内已经奋起直追大幅缩小了差距，2025年春晚上中国本土机器人的表现无疑是最好的例证。所以可以说，2025年上半年股市优异表现，不仅展现了我们在解决地产、基建投资等旧经济发展模式下所累积的问题，同时展现出了中国经济发展新旧动能转换中所取得的历史性成就。  当然，不可否认的是，2025年4月起全球贸易环境急剧变化，单边主义和贸易保护主义盛行，这给中国经济带来了一定压力。但2018年以来中国制造业不断苦练内功，不断通过全球布局，不断通过产业链升级，已经实现了从“希望脱钩”到“不能脱钩”的转变。中国制造业已经摆脱了单纯的成本优势，而建立起了以工程师红利为基础的科技创新优势。但是我们还是要对全球经贸形势抱以清醒的头脑和充分的准备。  本产品成立于2025年1月末，在封闭期我们维持低仓位和谨慎的建仓策略。封闭期结束后，我们抓住4月初贸易摩擦出现的股市暴跌，我们全面转向AI产业链，并重点布局AI国产链。虽然2025年二季度开始，英伟达算力卡被完全切断在国内的销售，在此背景下我们依然对全球人工智能产业发展的趋势极为有信心，我们看到了海外人工智能产业的蓬勃发展，相关应用的大规模铺展，和全球各国（包括中东、北美、东南亚、欧洲）对人工智能产业的持续投入，因此我们迅速加大了AI海外链的持仓占比。当然我们对国内AI芯片龙头企业也较为青睐，这是因为我们看到了国内GPU和芯片制造产业的迅猛发展，我们相信中国在突破算力卡的限制后将会大步流星赶上海外同行。此外，我们在国防安全和创新药等领域也进行了长期布局。","declarationDate":"2025-07-16T16:00:00.000Z","lastUpdated":"2026-03-09T14:06:10.749Z","mo":"展望2025年下半年，我们认为虽然股市已经累计了不小的涨幅，但险资、ETF、理财资金仍然会是确定性的增量资金，因此我们仍然看好股市未来表现。但我们依然对海外贸易政策较为谨慎，因此我们将考虑逐步兑现与贸易政策密切相关的持仓，当然如果中美谈判顺利，美国移除对我国的不合理关税，那么我们认为中国优秀出口企业将会迎来系统性的估值重估。此外，我们认为当前中小盘股票相对于蓝筹股超额收益明显，代表中国经济核心力量的蓝筹板块估值较低，我们认为下半年有可能会出现风格的切换。","fund":{"_id":3000000022717,"__csrcFundId":14551,"stockCode":"022717","masterFundShortName":"永赢锐见进取混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":22717,"currency":"CNY","masterFundFlag":1,"status":"normal","exchange":"jj","shortName":"永赢锐见进取混合(022717)","lastUpdated":"2026-05-01T03:37:17.255Z","name":"永赢锐见进取混合型证券投资基金","pinyin":"yyrjjqhhxzqtzjj","fundCollectionId":4000050880000,"setUpAssetScale":61262214.55,"setUpDate":"2025-01-22T16:00:00.000Z","setUpShares":61262214.55,"inceptionDate":"2025-01-23T16:00:00.000Z","followedNum":2,"managers":[{"stockCode":"8801450127","stockType":"fund_manager","exchange":"fm","tickerId":122302175180,"name":"李文宾"}]},"announcement":{"linkText":"永赢锐见进取混合型证券投资基金2025年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1338927","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed3d27fea5b3eb0541d03","date":"2025-03-30T16:00:00.000Z","stockId":3000000022717,"sao":"从宏观层面来看，我们认为2025年可能是中国经济在主动去地产化后迎来的第一个重要时点。这主要是因为在持续3年多的地产去化过程中，价和量都经历了大幅收缩，从全球各国历史经验来看，这一量价的收缩程度已经达到了大周期的底部区域。同时从政策端来看，2024年开始包括土地和新房收储，以及各城市因地制宜的放松政策也有帮助国内一二线城市的走稳。从2024年第四季度开始，我们看到二手房带看量的持续回暖。此外更为令人振奋的是国内在生物医药、半导体、人工智能、智能驾驶、新能源汽车领域的持续突破。尤其是从2023年开始，我国新能源汽车产业成为出口型产业。新旧动能的更替和换位有望帮助国内经济重启新一轮增长周期。最后，2025年以来两会，民营企业家座谈会，外资企业座谈会等一系列重磅活动，进一步明确了国内未来宏观经济和产业政策走向，尤其是中国对外开放政策的一贯性，增强了海内外企业投资中国的决心，增强了海内外对中国经济的潜力和韧性的认知。从市场层面来看，在历经2024年9月以来的反弹后，市场逐步走强的趋势越来越明确。这背后既有国内经济走稳的因素，更多来自于国内各项政策稳定性和可预见性，这点在全球处于百年未有之大变局的背景下显得尤为珍贵。虽然2025年1季度，资本市场呈现出先抑后扬的走势，特别是在1月前三个交易日，指数和个股出现普遍的下跌，但其原因主要可能在于美国总统大选尘埃落定后市场认为美国内外政策存在较大不确定性。但做好自己的事，增强自身抵御风险的能力，才是决定资本市场走向的主要因素。所以市场很快修复了缺口，继续向上。在这一过程中，以人工智能（国内资本开支链）、人形机器人、端侧、IDC等板块走出了较强的结构性行情。本产品成立于农历春节前，我们在成立后一直保持较低的仓位以希望在获得一定超额收益后再逐步提升仓位。展望未来，随着3-4月美国关税政策明朗，国内刺激政策有望提前超预期落地。我们认为外需的不确定可能会对资本市场带来较大的扰动，但总体来说在全球产业分工明确，产业链协同较深的背景下，全球经济去一体化的难度和成本是非常高的。理性来看，全球达成关税新平衡是大势所趋。所以我们认为市场远期还是会在历经波折后回归常态。这其中我们还是认为需要紧紧抓住科技发展的主导产业AI，从中寻找新的投资方向；此外我们也将在火电、运营商等红利板块中做波段力争积攒一定的收益。从仓位上来看，我们还是会控制仓位水平。","declarationDate":"2025-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T14:06:10.746Z","fund":{"_id":3000000022717,"__csrcFundId":14551,"stockCode":"022717","masterFundShortName":"永赢锐见进取混合","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":22717,"currency":"CNY","masterFundFlag":1,"status":"normal","exchange":"jj","shortName":"永赢锐见进取混合(022717)","lastUpdated":"2026-05-01T03:37:17.255Z","name":"永赢锐见进取混合型证券投资基金","pinyin":"yyrjjqhhxzqtzjj","fundCollectionId":4000050880000,"setUpAssetScale":61262214.55,"setUpDate":"2025-01-22T16:00:00.000Z","setUpShares":61262214.55,"inceptionDate":"2025-01-23T16:00:00.000Z","followedNum":2,"managers":[{"stockCode":"8801450127","stockType":"fund_manager","exchange":"fm","tickerId":122302175180,"name":"李文宾"}]},"announcement":{"linkText":"永赢锐见进取混合型证券投资基金2025年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1267124","linkType":"PDF","source":"csrc_pdf"}}]}