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堵好了一滴也别流下周我检查:让您轻松畅享各种精彩资源和服务,共同开启

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内蒙古自治区
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荆门市(钟祥市、京山市、东宝区、沙洋县、掇刀区)
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绍兴市(嵊州市、柯桥区、上虞区、新昌县、诸暨市、越城区)








电话:2025 开封市(鼓楼区、尉氏县、兰考县、祥符区、龙亭区、通许县、顺河回族区、禹王台区、杞县)
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南通市(崇川区、启东市、海门区、海安市、通州区、如皋市、如东县)
永州市(冷水滩区、蓝山县、东安县、新田县、祁阳市、江华瑶族自治县、道县、江永县、零陵区、宁远县、双牌县)
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中山市
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平凉市(灵台县、崆峒区、静宁县、华亭市、庄浪县、泾川县、崇信县)
葫芦岛市(连山区、绥中县、兴城市、南票区、建昌县、龙港区)
伊犁哈萨克自治州(尼勒克县、昭苏县、霍城县、新源县、伊宁市、伊宁县、察布查尔锡伯自治县、霍尔果斯市、巩留县、特克斯县、奎屯市)
铁岭市(银州区、开原市、调兵山市、铁岭县、西丰县、昌图县、清河区)
上饶市(广信区、余干县、玉山县、横峰县、铅山县、德兴市、广丰区、婺源县、信州区、弋阳县、万年县、鄱阳县)








玉树藏族自治州(曲麻莱县、囊谦县、杂多县、治多县、称多县、玉树市)
呼伦贝尔市(鄂温克族自治旗、陈巴尔虎旗、海拉尔区、牙克石市、新巴尔虎左旗、新巴尔虎右旗、阿荣旗、扎赉诺尔区、根河市、莫力达瓦达斡尔族自治旗、鄂伦春自治旗、扎兰屯市、满洲里市、额尔古纳市)
茂名市(化州市、电白区、茂南区、信宜市、高州市)
张家口市(怀来县、康保县、下花园区、张北县、涿鹿县、万全区、阳原县、沽源县、宣化区、桥东区、桥西区、赤城县、蔚县、崇礼区、尚义县、怀安县)
菏泽市(牡丹区、郓城县、定陶区、东明县、曹县、单县、成武县、鄄城县、巨野县)
石家庄市(新华区、裕华区、长安区、桥西区、无极县、深泽县、赞皇县、平山县、赵县、高邑县、元氏县、晋州市、井陉县、行唐县、新乐市、辛集市、灵寿县、栾城区、藁城区、正定县、鹿泉区、井陉矿区)
钦州市(钦北区、灵山县、钦南区、浦北县)
云浮市(新兴县、郁南县、云安区、罗定市、云城区)
蚌埠市(五河县、龙子湖区、禹会区、固镇县、蚌山区、淮上区、怀远县)

专题:2025基金一季报:最新持仓曝光!

  2025年一季度收官,百亿规模以上的权益类基金业绩呈现显著分化,基金经理的调仓能力与行业配置策略经受考验。

  作为目前在管规模排行前十的权益类基金经理,周蔚文的调仓策略和业绩表现一直备受市场关注。目前,周蔚文管理的基金资产总规模约为300.76亿元,较2024年末的306.35亿元缩水5.59亿元。在管基金数5只,分别为中欧新蓝筹A、中欧新趋势A、中欧精选A、中欧匠心两年A、中欧时代先锋A。

  目前管理规模前20大权益基金经理 数据来源:wind截止至20250422

  从业绩表现来看,周蔚文管理的基金在近一年和近两年的表现普遍不佳,多数基金的同类排名在中后段,整体表现较为疲软。从近一年表现来看,中欧时代先锋股票A跌4.19%,中欧新趋势混合A跌2.28%;从近两年表现来看,除中欧匠心两年持有期混合A之外,其余基金均跌超10%。

  数据来源:天天基金截止至20250422

  中欧新蓝筹A作为周蔚文代表基金,一季度回报为3.38%,规模71.74亿元,比上期减少5.06%。一季度重仓股为万华化学、中国平安、三花智控、牧原股份、恺英网络、三一重工、芯原股份、兆易创新、澜起科技、紫金矿业。

  数据来源:wind截止至20250331

  在一季报中,周蔚文指出,其投资决策框架核心在于寻找产业趋势低位与企业中长期价值低估的交集。基于这一出发点,他总结出三种投资情形:产业趋势低位与中长期价值低估的交集、确定性较强的产业趋势机会以及显著的中长期价值低估机会。在实际操作中,他强调需综合考虑个股流动性等因素,动态调整配置比例。

  周蔚文还表示,加大了在人工智能产业相关领域的投资和布局。“我们在人工智能产业链上的布局,不仅涵盖了持续看好的人形机器人以及自动驾驶领域,还拓展至AI眼镜等新型可穿戴设备,以及AI在教育、广告、游戏等应用领域。”

  另外,由于造船和化工行业的景气度趋势边际出现恶化,且全球经济局势不确定性增强,周蔚文降低了这类强经济周期、出口依赖度高的行业的部分持仓。

  “未来全球贸易再平衡的过程可能会对中国出口产生影响,特别是对美出口企业的影响更直接。然而,这一过程无法改变中国制造业在全球范围内的竞争力,反而会促使中国自主创新能力进一步提升,同时内需对经济增长的贡献也将进一步增大。”周蔚文指出。

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