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　　目前国内理财机构理财总额几十万亿元，权益配置历史维持比较低水平，理财资金存在从债券向权益市场逐渐转移的资产配置需求。互换便利和回购贷款以及基金Y份额具体措施，有利于长期机构和个人养老金资金长期入市。　　随着全球人工智能基础建设逐渐升级完善，尤其是中国低成本人工智能大模型横空出世，人形机器人和智能驾驶等人工智能应用领域逐渐取得突破性进展，相关产业链公司和股票在市值扩张性和盈利成长性方面都将预期有不错的表现，　　从成长价值基金投资策略角度分析，在价值策略基础上增加成长策略，在具有组合低回撤的基础上，获得一定的向上弹性，2025年争取增加组合产品的中长周期复合收益率，为持有人获得中长期收益提供回报。","fund":{"_id":3000000080001,"stockCode":"080001","stockType":"fund","areaCode":"cn","followedNum":12,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2002-08-25T16:00:00.000Z","setUpScale":3166890000,"market":"a","tickerId":80001,"custody":"中国农业银行股份有限公司","name":"长盛成长价值证券投资基金","shortName":"长盛成长价值混合A","fundSecondLevel":"hybrid","__csrcFundId":107,"fundStatus":"normal","lastUpdated":"2025-01-01T23:59:50.476Z","masterFundFlag":1,"inceptionDate":"2002-09-17T16:00:00.000Z","fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛成长价值混合","memoNum":1,"pinyin":"csczjzzqtzjj","managers":[{"stockCode":"db20048379","stockType":"fund_manager","exchange":"fm","tickerId":2314010280,"name":"王宁"}]},"announcement":{"linkText":"长盛成长价值证券投资基金2024年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1254122","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed4457fea5b3eb05471e3","date":"2024-09-29T16:00:00.000Z","stockId":3000000080001,"sao":"2024年三季度，九月中秋节之后，主管部门联合宣布相关提振经济和市场的措施和信息，市场突然成交突然急速放大，快速拉升，放量上涨力度历史罕见。　　成长价值基金在反弹过程中，结合美国降息对利率和估值的阶段性影响，对组合的成长风格进行一定的结构调整，提高了一定的组合弹性，同时降低了一部分价值防御性的比例，争取攻守兼备的组合配置。　　在未来成长价值基金操作过程中，继续关注宏观的财政和货币政策的变化，房地产的产业链的销量和价格变化，可选消费品中汽车和家电销量变化包括相关行业出海产业链变化。　　继续密切关注金融改革的延续对国内资本市场的影响。尤其金融互换政策对长期跌破净资产的公司尤其相关价值类型成分股票的估值变化，相应的调整组合结构。 　　继续延续价值成长复利风格，防止大幅度的偏离造成组合的高波动。完善“成长中价值、价值中成长”策略，控制组合的回撤幅度，对高PB成长类型股票继续保持一定的相对谨慎的态度。","declarationDate":"2024-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T14:08:05.955Z","fund":{"_id":3000000080001,"stockCode":"080001","stockType":"fund","areaCode":"cn","followedNum":12,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2002-08-25T16:00:00.000Z","setUpScale":3166890000,"market":"a","tickerId":80001,"custody":"中国农业银行股份有限公司","name":"长盛成长价值证券投资基金","shortName":"长盛成长价值混合A","fundSecondLevel":"hybrid","__csrcFundId":107,"fundStatus":"normal","lastUpdated":"2025-01-01T23:59:50.476Z","masterFundFlag":1,"inceptionDate":"2002-09-17T16:00:00.000Z","fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛成长价值混合","memoNum":1,"pinyin":"csczjzzqtzjj","managers":[{"stockCode":"db20048379","stockType":"fund_manager","exchange":"fm","tickerId":2314010280,"name":"王宁"}]},"announcement":{"linkText":"长盛成长价值证券投资基金2024年第三季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1174038","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed4457fea5b3eb05471e2","date":"2024-06-29T16:00:00.000Z","stockId":3000000080001,"sao":"2024年上半年市场国内波动较大，尤其是春节前有两个交易日小型和微型股票大幅度下跌，成长价值期间波动较小。由于组合有效控制回撤，在春节后的反弹中，成长价值基金在期间创出历史新高，为未来组合管理打下一定的基础。　　2024年春节后国内股市进行改革，从股票的发行到退市的全方位改革，为成长价值基金甄别国内耐心资本配置的标的提供了选择机会，成长价值基金对大盘、中盘品种提高置信度，为组合控制回撤和提高弹性做出一定的贡献。","declarationDate":"2024-07-18T16:00:00.000Z","lastUpdated":"2026-03-09T14:08:05.952Z","mo":"国内资本市场进入高质量发展和耐心资本相结合的产融结合周期，中特估值加科特估值可能成为未来相当长一段时间的投资策略，这也符合价值成长风格的配置搭配理念。本基金将根据上述两条主线，梳理调整组合，并根据上述宏观相关策略对应的更为详细的中观策略比如红利加策略、国内企业出海策略、科技映射策略、消费换挡策略，对组合进行更加优化的调整，争取在未来的行情中为持有人创造更加稳健的回报，继续提高体验感和获得感。　　成长价值基金将继续为持有人获得长期稳健回报贡献力量。","fund":{"_id":3000000080001,"stockCode":"080001","stockType":"fund","areaCode":"cn","followedNum":12,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2002-08-25T16:00:00.000Z","setUpScale":3166890000,"market":"a","tickerId":80001,"custody":"中国农业银行股份有限公司","name":"长盛成长价值证券投资基金","shortName":"长盛成长价值混合A","fundSecondLevel":"hybrid","__csrcFundId":107,"fundStatus":"normal","lastUpdated":"2025-01-01T23:59:50.476Z","masterFundFlag":1,"inceptionDate":"2002-09-17T16:00:00.000Z","fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛成长价值混合","memoNum":1,"pinyin":"csczjzzqtzjj","managers":[{"stockCode":"db20048379","stockType":"fund_manager","exchange":"fm","tickerId":2314010280,"name":"王宁"}]},"announcement":{"linkText":"长盛成长价值证券投资基金2024年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1146894","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed4457fea5b3eb05471e1","date":"2024-03-30T16:00:00.000Z","stockId":3000000080001,"sao":"2024年一季度国内股市一度大幅度调整，微型股票指数和小型股票指数市场情绪一度失控。春节以后国内股市逐渐恢复正常，成交逐渐活跃，市场日常交易量经常达到一万亿元的水平，人工智能等新兴行业股票表现活跃。截止到一季度结束，沪深300指数明显跑赢市场其他宽基指数。　　成长价值基金2024年一季度继续按照控制回撤，争取收益的思路管理组合，在价值成长的策略前提下，基本控制组合在年初的回撤，春节后提高组合的弹性，适度参与新兴成长的部分投资，考虑到一定的外部约束因素，本着绝对收益的策略，参与程度低于2023年春天的水平，在获得一定收益以后逐步进行盈利的兑现，为组合的弹性画上一定程度的逗号，为2024年新的盈利机会储备新的力量。　　2024年未来一到两个季度，成长价值组合将继续跟踪全球无风险利率的变化，调整价值和成长的比例配置，争取在控制组合回撤的前提下，继续为持有人提供中长期稳定回报。","declarationDate":"2024-04-19T16:00:00.000Z","lastUpdated":"2026-03-09T14:08:05.949Z","fund":{"_id":3000000080001,"stockCode":"080001","stockType":"fund","areaCode":"cn","followedNum":12,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2002-08-25T16:00:00.000Z","setUpScale":3166890000,"market":"a","tickerId":80001,"custody":"中国农业银行股份有限公司","name":"长盛成长价值证券投资基金","shortName":"长盛成长价值混合A","fundSecondLevel":"hybrid","__csrcFundId":107,"fundStatus":"normal","lastUpdated":"2025-01-01T23:59:50.476Z","masterFundFlag":1,"inceptionDate":"2002-09-17T16:00:00.000Z","fundCollectionId":4000050070000,"currency":"CNY","masterFundShortName":"长盛成长价值混合","memoNum":1,"pinyin":"csczjzzqtzjj","managers":[{"stockCode":"db20048379","stockType":"fund_manager","exchange":"fm","tickerId":2314010280,"name":"王宁"}]},"announcement":{"linkText":"长盛成长价值证券投资基金2024年第一季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1072821","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aed4457fea5b3eb05471e0","date":"2023-12-30T16:00:00.000Z","stockId":3000000080001,"sao":"2023年国内市场基本处于下跌调整状态，只有北证50、微盘股票、红利、价值、煤炭等少数的行业风格和因子表现不错。　　成长价值基金经过对全球无风险收益率和国内利率对比，全年基本保持价值成长风格的防守进攻组合状态，组合基本配置在大中小各种价值成长风格因子里面的股票中，上半年积极参与人工智能和中特估值等市场热点机会，并进行了一定的获利了结，下半年组合处于更加稳健的防御状态，2023年组合取得正收益，跑赢组合业绩基准。","declarationDate":"2024-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T14:08:05.946Z","mo":"国内经济基本从疫情中走出来，人口等长期慢变量对经济的中长期发展开始逐渐发挥作用，全球产业链在重构过程中，国内企业在积极应对全球产业链重构，重新寻找在全球产业链的定位和估值水平，未来中国公司将继续在全球产业链中继续提高产业地位和估值水平。成长价值基金将继续按照价值中成长和价值的成长的规则设计组合，在控制组合波动率的情况下，努力获得中长期回报。","fund":{"_id":3000000080001,"stockCode":"080001","stockType":"fund","areaCode":"cn","followedNum":12,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2002-08-25T16:00:00.000Z","setUpScale":3166890000,"market":"a","tickerId":80001,"custody":"中国农业银行股份有限公司","n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