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高端制造受追捧 主题基金业绩“两重天”
2017-08-29 06:46:28 中国经济网
另外7只业绩展示期更长的基金中,业绩最好的是富国高端制造行业股票型基金,月涨幅为4.58%,3个月涨幅10.56%;工银高端制造股票月涨幅2.95%,3个月涨幅4.87%;银华月涨幅0.49%,3个月涨幅5.95%;前海开源高端装备制造混合月涨幅-0.63%,3个月涨幅7.64%;天弘中证高端装备制造(A/C)月涨幅2.5%左右,3个月涨幅8%左右;华夏高端制造混合月涨幅2.71%,3个月涨幅-2.97%。
一位资深机构分析师告诉记者,由于高端制造概念内涵丰富,涉及行业众多,基金的配置方向不同,业绩自然有高下之分。而且高端制造行业多数个股目前只是持续向好,还没到业绩释放期,也要特别警惕“踩雷”的风险。
高端制造基金管理人的投资策略也呈现多样化。广发高端制造股票型基金经理吴超认为,制造业的发展水平是对国家综合国力评价的重要因素之一,相信由“中国制造”向“中国创造”和“中国智造”转型升级,必将引领中国制造业的二次腾飞。行业布局方面,具有持续成长能力、估值合理的优质高端制造龙头公司超额收益机会更多。新能源汽车、LED、智能手机产业链、重卡等高端制造行业值得重点关注。
富国基金表示,未来高端制造行业是圈肥田、游深水的领域,肥田意味着高利润,而深水意味着巨大的市场空间、技术壁垒及核心竞争力将决定未来企业市场份额。另一方面,把更多人力集中在研发领域,是知识力密集型的组织形式与制造业代工的巨大不同,中国企业有可能因此摆脱一直位于价值链低端的状态,获得更丰厚的利润。
银华高端制造混合基金经理薄官辉表示,三季度的投资机会主要集中在三方面:首先是利润增速改善后,再投资规模扩大的企业;其次是新兴行业如新能源汽车、OLED设备等;最后是成熟的家电、消费电子和家具行业。
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