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面临经济增速放缓、持续紧缩货币政策以及其它不确定性因素不断加大的市场环境,基金在第一季度对投资组合中的行业相应做出了重大调整。从基金持仓结构分行业分析,农林牧渔业、石油化学、塑胶塑料、造纸印刷和其他制造业第一季度基金持仓市值有所增加,未来应加以关注。
Faced with the economic slowdown, continued tightening of monetary policy and other increasingly uncertain market conditions, the fund made significant adjustments to the industries in the portfolio in the first quarter. According to the analysis of the structure of fund positions, the market value of fund positions in agriculture, forestry, animal husbandry and fishery, petrochemicals, plastic plastics, paper making, printing and other manufacturing industries increased in the first quarter, and attention should be paid in the future.