亲自送外卖，跑遍4S店，“劳模”基金经理这样搞调研

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亲自送外卖，跑遍4S店，“劳模”基金经理这样搞调研

上海证券报2021-07-17

虽然调研次数的多寡与基金业绩并无直接联系，但一定程度也反映其关注的方向或领域。从今年来的调研情况来看，长盛基金郭堃、交银施罗德基金郭斐、信达澳银基金冯明远调研公司次数均在20次以上，可谓“劳模”基金经理。从他们调研的标的情况来看，中小市值公司居多。结合今年以来明星基金经理和近一月基金公司调研情况来看，电子、医药生物等仍是调研主要方向。调研“劳模” 基金经理调研有多拼？为了解互联网外卖平台的...

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蚊香策士
·2021-07-18
本來就是要這樣做，接近市場才能得到第一手消息。
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shan84
·2021-07-18
666
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kenp
·2021-07-17
Good
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- 应何文:
  [微笑]
  2021-07-17
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BoonYao93
·2021-07-17
[財迷]
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DivHolder
·2021-07-17
[微笑]
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The \"model worker\" fund manager conducted research like this","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/eb6dd91f9730d989d41802766a17ea5a","symbols_score_info":{},"content_text":"虽然调研次数的多寡与基金业绩并无直接联系，但一定程度也反映其关注的方向或领域。\n从今年来的调研情况来看，长盛基金郭堃、交银施罗德基金郭斐、信达澳银基金冯明远调研公司次数均在20次以上，可谓“劳模”基金经理。从他们调研的标的情况来看，中小市值公司居多。结合今年以来明星基金经理和近一月基金公司调研情况来看，电子、医药生物等仍是调研主要方向。\n调研“劳模”\n基金经理调研有多拼？\n为了解互联网外卖平台的商业模式，华夏基金屠环宇跑去做外卖骑手，还在社交平台上分享了送单体验，自爆“即便是非全职的众包骑手，也有一定准入门槛，需要培训签到”“跑了2个小时只送5单赚了26块钱”，得出了“这个生意本身确实是具备规模效应和网络效应”“典型的区域内三边网络模型”“系统算法推荐非常重要”等结论。\n为深入了解新能源车领域，沪上某基金经理告诉记者，跑遍了上海所有的4S店，几乎加了所有销售人员的微信，在不同的销售时点，还会去盯下店里的情况，比老板还像老板。“你要是想买新能源车，直接问我，各方面都没问题。”\n从今年的调研情况来看，多位明星基金经理仍在“四处奔波”看标的。从其调研方向来看，主要分布在电子、食品饮料、医药、化工等领域。\n长盛基金郭堃、交银施罗德基金郭斐、信达澳银基金冯明远调研次数居前，今年以来调研次数达到20次以上。其次，中欧基金袁维德、汇添富基金马翔、嘉实基金谭丽、富国基金李元博等调研次数也在15次以上。\n\n注：调研次数达10次以上，来源：Choice\n结合上述基金经理调研的标的物来看，除去有明显的行业倾向的基金经理外，多位基金经理在调研中更偏爱中小市值公司，特别是市值50-300亿元之间的公司。此外，伊之密、宇瞳光学、普洛药业、天赐材料、周大生成为明星基金经理扎堆调研的公司。\n投资者非常关注的基金经理，如兴证全球基金谢治宇、农银汇理基金赵诣、工银瑞信袁芳、中欧基金葛兰调研次数也有5次以上。易方达基金张坤、广发基金郑澄然、诺安基金蔡嵩松也有部分调研情况披露。\n具体来看，刘彦春今年调研方向主要为电子制造和食品饮料，分别调研了妙可蓝多、长盈精密、涪陵榨菜、富瀚微、国光股份、宁波银行、极米科技、歌尔股份、海康威视、煌上煌、汤臣倍健、大华股份、周大生和南微医学等上市公司。\n谢治宇的调研方向则相对比较分散，调研食品饮料、计算机和医药生物等标的物较多，此外还有纺织服装、化工等领域。就个股来看，其调研了华利集团、双汇发展、德赛西威、华测检测、康弘药业、普洛药业、天融信、长江电力、甘源食品、新宙邦等上市公司。\n赵诣的调研方向主要为化工和电子芯片领域，分别调研了中材国际、天赐材料、广联达、振芯科技、海康威视、新宙邦等上市公司。\n此外，张坤今年调研了东鹏饮料和国际医学，诺安“网红”基金经理蔡嵩松则调研了华峰测控、晶瑞股份和工业富联。\n中小盘成调研重点\n明星基金经理一举一动都受市场关注，有时公司会委派基金经理助理、研究员调研。Choice数据显示，从近一月调研情况来看，基金公司共计调研323次，中小盘成长股依然是核心调研方向。\n从行业来看，主要覆盖品种聚焦在机械设备、电子和医药生物方向。从市值来看，主要集中在市值500亿元以下的中小盘股，比如翔宇医疗被75家基金公司调研，完美世界被56家基金公司调研，国民技术被47家基金公司调研。\n就具体上市公司而言，基金公司调研量排名前十的公司分别为天赐材料、翔宇医疗、宇瞳光学、完美世界、国民技术、利亚德、立高食品、周大生、赛微电子、露笑科技。\n多位明星基金经理也纷纷出马，亲自参与调研，比如中欧基金的袁维德调研了浩洋股份，兴证全球基金乔迁、交银施罗德基金郭斐、鹏华基金陈璇淼、景顺长城杨锐文、长盛基金郭堃调研了宇瞳光学，农银汇理基金赵诣调研了中材国际，中庚基金丘栋荣调研山东路桥。\n估值合理构建安全边际\n此外，多位基金经理也提供了后市调研和投资的方向。投资估值合理的个股，是在动荡市场中构建安全边际的关键。\n北京某基金经理提及，从调研方向来看，目前较为青睐三个方向：一是上市时间不长的新公司；二是过去两年被机构所忽略的投资机会。某些估值合理、但盈利确定强的公司会被重点关注；三是继续关注科技创新、新能源方面的投资机会。新能源方向目前涨势迅猛，但其行业未来景气度高，仍值得持续关注，寻找合理买入区间。\n某绩优基金经理也提到，对后市看法依然偏谨慎，投资者需继续保持降低收益率的预期。在投资过程中，构建安全边际很重要。此外，近期顺周期板块再度回暖，从历史经验来看，顺周期板块发力一般有两轮，第二轮未必比第一轮差，但第二轮轮动速度或比第一轮更快，也意味着投资风险或更高，对相关标的会进行持续跟踪和调研。目前其管理的产品依然保持不高的仓位运作，同时配置了低估值的银行保险，继续等待投资机会。\n中庚基金丘栋荣表示，我们难以预测市场驱动力的变化，但极致的高定价往往意味着脆弱性或长期平庸的回报水平。因此，我们将遵循低估值价值投资策略，通过构建低估值、高盈利能力的投资组合，力争创造长期可持续的超额收益。重点关注A股市场中的低估值小盘成长和港股市场中的低估值大盘蓝筹股。","kind":"news","is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":179565603,"gmtCreate":1626565444703,"gmtModify":1703761683419,"author":{"id":"3556406286176182","authorId":"3556406286176182","name":"蚊香策士","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3556406286176182","authorIdStr":"3556406286176182"},"htmlText":"本來就是要這樣做，接近市場才能得到第一手消息。","listText":"本來就是要這樣做，接近市場才能得到第一手消息。","text":"本來就是要這樣做，接近市場才能得到第一手消息。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179565603","repostId":1111859135,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":179243914,"gmtCreate":1626539068938,"gmtModify":1703761579553,"author":{"id":"3585601028410262","authorId":"3585601028410262","name":"shan84","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3585601028410262","authorIdStr":"3585601028410262"},"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179243914","repostId":1111859135,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":179873663,"gmtCreate":1626508991052,"gmtModify":1703761312342,"author":{"id":"3577343858256661","authorId":"3577343858256661","name":"kenp","avatar":"https://static.tigerbbs.com/658bc030049b2996b0e2f267da086675","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577343858256661","authorIdStr":"3577343858256661"},"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/179873663","repostId":1111859135,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5248119,"gmtCreate":1626515152883,"gmtModify":1663231098747,"authorId":3581549565362244,"author":{"id":3581549565362244,"idStr":"3581549565362244","authorId":3581549565362244,"name":"应何文","avatar":"https://static.tigerbbs.com/54b4941f3289052c9a0636cc793d8059","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":179873663,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent"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