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　　　　报告期内，本基金结合宏观环境、产业景气等维度，对组合结构进行动态优化，重点关注符合经济转型方向、具备中长期成长空间的领域。在具体方向上，我们持续跟踪商业航天等高端制造与科技创新相关产业的进展。当前，商业航天作为新质生产力的重要组成部分，政策支持力度持续增强，《推进商业航天高质量安全发展行动计划（2025-2027年）》已明确提出推动产业高质量安全发展，卫星互联网、测控通信、终端应用等配套环节的政策环境亦在逐步完善。 同时，低轨卫星互联网等基础设施建设稳步推进，相关星座建设、卫星发射及产业配套环节的关注度有所提升，行业整体仍处于由早期投入向产业化推进的关键阶段。我们认为，虽然其技术迭代、商业化落地、订单释放及产业节奏仍存在不确定性，从中长期看，商业航天产业具备较大发展潜力。 　　　　基于上述判断，本基金后续将继续在深入研究和审慎评估的基础上，重点关注产业链中竞争格局相对清晰、技术壁垒较高、未来需求具备一定兑现基础的细分环节，兼顾成长性与估值匹配度，力争在控制风险暴露和组合波动的前提下，把握产业长期发展带来的投资机会。","lastUpdated":"2026-04-22T15:44:09.060Z","fund":{"_id":3000000026384,"__csrcFundId":16480,"stockCode":"026384","masterFundShortName":"中航甄选领航混合发起","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":26384,"currency":"CNY","masterFundFlag":1,"status":"normal","exchange":"jj","shortName":"中航甄选领航混合发起(026384)","lastUpdated":"2026-05-01T05:09:25.866Z","name":"中航甄选领航混合型发起式证券投资基金","pinyin":"zhzxlhhhxfqszqtzjj","fundCollectionId":4000051230000,"setUpAssetScale":16887968.13,"setUpDate":"2026-02-03T16:00:00.000Z","setUpShares":16887968.13,"inceptionDate":"2026-02-05T16:00:00.000Z","managers":[{"stockCode":"db20898932","stockType":"fund_manager","exchange":"fm","tickerId":603239360,"name":"方岑"}]},"announcement":{"linkText":"中航甄选领航混合型发起式证券投资基金2026年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1480714","linkType":"PDF","source":"csrc_pdf"}}]}