中国经济网北京12月8日讯 （记者 康博） 根据同花顺数据显示，截至11月30日收盘，今年前11月在 6722只（各份额分开计算，下同）有可比业绩的债券型基金中，实现业绩上涨的共有6060只，占比 90%，另有29只持平，633只下跌。 从具体涨幅看，有3只债基在前11月里上涨超过30%，而涨幅超过20%的合计共达到了60只。受益于 A股市场今年内的强劲上涨，南方昌元可转债债券A、南方昌元可转债债券C、民生增强收益债券A领涨 明显，涨幅分别为37.95%、37.32%、30.49%。 今年三季报显示，南方昌元可转债持有的债券资产占81.90%，股票资产占16.21%。前五大债券均为 转债，分别为隆22转债、国投转债、温氏转债、烽火转债、睿创转债；前十大重仓股为兆易创新、杰华 特、广东宏大、寒武纪、航天电子、中科飞测、新雷能、新大陆、德赛西威、虹软科技。 该基金由累计管理经验10年的老将刘文良管理。资料显示，刘文良2012年7月加入南方基金，历任 固定收益部转债研究员、宏观研究员、信用分析师。2015年2月26日至2015年8月20日任经理助理，2015 年12月至今任基金经理。 民生增强收益债券A由14年老将 ...

Core Insights - In the first ten months of the year, 92% of the 6,758 comparable bond funds reported positive performance, with 6,221 funds increasing in value [1] - The top three performing funds were Southern Changyuan Convertible Bond A, Southern Changyuan Convertible Bond C, and Huaxia Convertible Bond Enhanced A, with increases of 39.23%, 38.65%, and 30.30% respectively [1] - The overall performance of bond funds has been strong, with only seven funds experiencing a decline of over 3% [4] Fund Performance - Southern Changyuan Convertible Bond A and C had significant holdings in convertible bonds, with 81.90% and 16.21% in stocks, respectively [1] - Huaxia Convertible Bond Enhanced, managed by He Jiaqi, has a focus on technology stocks, benefiting from the sector's growth [2] - Penghua Convertible Bond A, managed by Wang Shiqian, also showed strong performance with a 29.97% increase, focusing on convertible bonds and high-performing stocks [3] Manager Experience - Liu Wenliang, the manager of Southern Changyuan Convertible Bond, has over 10 years of experience in the industry [1] - He Jiaqi, managing Huaxia Convertible Bond Enhanced, has over 9 years of experience [2] - Wang Shiqian, managing Penghua Convertible Bond A, has more than 7 years of experience [3] Declining Funds - The funds with the largest declines were primarily long-term pure bond funds, with the largest drop being 3.65% for Minsheng Jia Yin Rui Xia One-Year Open Bond [4] - Other declining funds included Shanzheng Zichan Yuli and Hongta Hongtu Shengxing, with declines ranging from 2.44% to 2.95% [4]

Group 1 - In the first three quarters of this year, 80% of the 6787 comparable bond funds reported positive performance, with 5419 funds increasing in value, 45 remaining flat, and 1323 declining [1] - The top-performing funds include Southern Changyuan Convertible Bond A and C, with increases of 44.21% and 43.66% respectively, managed by Liu Wenliang, who has over 10 years of experience [1] - Other notable funds with over 30% growth include Jin Ying Yuan Feng Bond, Huaxia Convertible Bond Enhanced, and Penghua Convertible Bond, with increases ranging from 30.77% to 34.03% [2] Group 2 - Penghua Convertible Bond A, D, and C saw increases of 33.03%, 33.03%, and 32.83% respectively, managed by Wang Shiqian, who has over 7 years of experience [2] - Huaxia Convertible Bond Enhanced A and C, along with Boshi Convertible Bond Enhanced A and C, also reported significant increases, with growth rates between 30.77% and 32.97% [2] - The top holdings for these funds include various convertible bonds and stocks in the semiconductor sector, indicating a strategic focus on high-growth industries [2] Group 3 - The overall decline in bond funds was limited, with only five funds dropping more than 6%, including Dongfang Zhuoxing 18-month open bond C and A, which fell by -6.83% and -6.76% respectively [3] - The Dongfang Zhuoxing 18-month bond is managed by a team with varying levels of experience, with Liu Changjun having nearly 8 years in management [3] - The fund's asset allocation includes a significant portion in medium-term notes and corporate bonds, indicating a conservative investment strategy [3] Group 4 - Other funds with notable declines include Nanhua Ruitai 39-month open A and C, and Minsheng Jiayin Ruixia one-year open bond, all experiencing declines of over 5% [4]

Group 1 - In September 2023, among 7344 comparable bond funds, 3326 funds (45%) reported positive performance, while 3856 funds experienced declines [1][2] - The top-performing funds included ICBC Convertible Bond Preferred A and C, with returns of 8.48% and 8.45% respectively, managed by Chen Han [1][2] - Other notable funds with over 6% returns included Hengsheng Qianhai Hengyu Bond C and Huaxia Convertible Bond Enhanced A and C [2][3] Group 2 - The Hengsheng Qianhai Hengyu Bond C primarily invests in corporate and financial bonds, with significant holdings in various bonds [2] - Huaxia Convertible Bond Enhanced A, managed by He Jiaqi, has a stock allocation of 23.74%, including leading semiconductor stocks [2][3] - The performance of bond funds varied, with only five funds showing declines exceeding 3% in September [3][4] Group 3 - The top five declining funds included Huatai Baoxing Zunyi Rate Bond C and A, both down approximately 3.24% and 3.23% respectively, primarily holding government bonds [3][4] - Other funds with declines over 2.5% included Mingya Stable 3-Month Holding Period Bond C and A, among others [3][5] - The data indicates a mixed performance landscape for bond funds, with a significant number of funds achieving positive returns while others faced notable declines [1][3]