数据显示，博时基金旗下1只基金位居运机集团十大流通股东。博时转债增强债券A（050019）三季度 新进十大流通股东，持有股数160.96万股，占流通股的比例为1.06%。根据测算，今日浮亏损失约 263.97万元。 11月18日，运机集团跌5.21%，截至发稿，报29.84元/股，成交9040.68万元，换手率1.93%，总市值 70.10亿元。 资料显示，四川省自贡运输机械集团股份有限公司位于四川省自贡市高新工业园区富川路3号，成立日 期2003年9月28日，上市日期2021年11月1日，公司主营业务涉及以带式输送机为主的节能环保型输送机 械成套设备的研发、设计、生产和销售。主营业务收入构成为：输送机设备整机76.11%，永磁电机滚 筒等9.83%，技术服务及备件8.51%，其他5.55%。 从运机集团十大流通股东角度 博时转债增强债券A（050019）成立日期2010年11月24日，最新规模12.13亿。今年以来收益28.7%，同 类排名17/6222；近一年收益33.02%，同类排名8/6084；成立以来收益122.29%。 博时转债增强债券A（050019）基金经理为过钧、高晖。 高晖累计任职时间2年 ...

Core Viewpoint - The A-share market has seen a strong rise in the technology sector led by AI and self-sufficiency, while the bond market continues to adjust due to multiple factors, prompting investors to shift towards "fixed income +" strategies for risk-return balance [1][2]. Group 1: Market Overview - As of the end of Q3, the total scale of "fixed income +" funds reached 2.44 trillion yuan, an increase of 513.997 billion yuan from the end of Q2, becoming the main growth driver in the public fund market [2]. - The bond market is experiencing adjustments due to the "stock-bond seesaw" effect, the implementation of "anti-involution" policies, and tight liquidity at the end of the quarter [1][2]. Group 2: Company Performance -博时基金's "fixed income +" segment has shown remarkable performance, achieving both scale and performance growth, with its fixed income + funds exceeding 52 billion yuan by the end of Q3 [2][3]. - Several博时基金 products demonstrated strong capital-raising capabilities, with博时恒乐债券 reaching 18.924 billion yuan, a 259% increase from Q2, and博时稳健增利债券 growing from 39.3 million yuan to 1.0575 billion yuan, a staggering increase of 2590.84% [2]. Group 3: Fund Performance -博时基金's fixed income + products have shown strong performance, with six products achieving over 10% returns in the past year [2]. -博时转债增强债券 A achieved a return of 34.25%, significantly outperforming its benchmark return of 2.87%, resulting in an excess return of 31.38% [2]. Group 4: Investment Strategies -博时基金 employs a comprehensive product matrix covering various risk profiles, including aggressive, balanced, and low-volatility strategies, to match different investor risk-return preferences [3]. - The aggressive strategy focuses on high-growth sectors such as technology and defense, while the balanced strategy aims for optimal risk-return through dynamic equity and bond allocation [4][5]. Group 5: Market Outlook - The global economic slowdown and challenges in the Chinese economy, including real estate adjustments and fluctuating consumer confidence, are expected to impact market dynamics [7]. -博时基金 managers anticipate continued market differentiation, with a focus on sectors with reasonable valuations and growth potential in the upcoming quarter [8].

证券之星消息，8月15日博时基金管理有限公司发布《博时转债增强债券型证券投资基金调整大额申 购、转换转入、定期定额投资业务的公告》。公告中提示，为保护基金份额持有人利益，自2025年8月 18日起博时转债增强债券型证券投资基金调整大额申购、转换转入、定期定额投资业务，下属分级基金 调整明细如下： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 | 分级基金简称 | 代码 | 是否暂停（大额）申购 | 申购限额 转入限额 定投限额 | | --- | --- | --- | --- | | | | (转入转出、赎回、定投) | (元) (元) (元) | | 博时转债增强债券A | 050019 | 른 | | | | | 를 | | | 植时转信增强信券E 023165 | | 를 | | ...

7月29日，运机集团连续5个交易日下跌，区间累计跌幅-8.28%。四川省自贡运输机械集团股份有限公司创建于2003年9月,系收购四川省自贡运输机械总厂而 新组建的股份制企业集团,是中国散料输送机械设计、制造和安装领军企业之一,国家火炬计划重点高新技术企业,中国西部地区输送机械设计、制造商。 财报显示，博时基金旗下博时转债增强债券A进入运机集团前十大股东，且为今年二季度新进。今年以来收益率17.73%，同类排名8(总1229)。 | ○ 基金经理:过钓 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 累计任职时间：20年又349天 任职起始日期：2004-04-07 | | | 基金经理简介：过钓先生:硕士、CFA。 1995年起先后在上海工艺品进出口公司、德国德累斯顿 银行上海分行、美国Lowes食品有限公司、美国通用电气公司、华夏基金固定收益部工作。 | | | | | | | 现任基金公司：博时基金管理有限公司 | | | 2005年加入博时基金管理有限公司。历任博时稳定价值债券投资基金(2005年 ...

Core Insights - In the first half of 2023, 95% of the 6,831 comparable bond funds reported positive performance, with 6,505 funds increasing in value, 29 remaining flat, and 297 declining [1][2] - The top-performing funds included Huashang Fengli Enhanced Regular Open Bond A and C, with returns of 18.35% and 18.11% respectively, primarily investing in convertible bonds [1][2] - Historical data shows that Huashang Fengli Enhanced Regular Open Bond A/C has achieved a cumulative return of over 130% since its inception in September 2016, indicating strong stability [1] Fund Performance - The second tier of funds, such as China Europe Convertible Bond A and Bosheng Convertible Bond Enhanced A, reported gains exceeding 12%, with specific returns of 12.53% and 12.36% respectively [2][3] - The top holdings of these funds predominantly include convertible bonds, with a small allocation to government bonds [2] - The fund managers of these top-performing funds have extensive experience, with some managing public funds for nearly two decades [2][3] Declining Funds - Despite the overall positive market trend, only 9 bond funds experienced declines of over 2%, with the largest drop being 2.47% for the Green Ju Xin Enhanced Bond C, which held no bond assets [3][4] - Other funds that declined include Norde Enhanced Yield Bond, which fell by 2.33%, primarily holding government bonds and a small percentage of stocks [4] - The overall trend indicates a strong bond market performance, with only a few exceptions among the funds [3][4]

Group 1 - In the first four months of this year, 5702 out of 6860 comparable bond funds reported positive performance, accounting for 83% of the total [1] - The top-performing funds include Huashang Fengli Enhanced Regular Open Bond A and C, with returns of 11.21% and 11.03% respectively [1] - The majority of the assets in these top funds are in bonds, with Huashang Fengli Enhanced Regular Open Bond A holding 73.79% in bonds, primarily convertible bonds [1] Group 2 - The fund manager of the top-performing FuGuo Optimized Enhanced Bond has 9 years of experience managing public funds and has held various roles in fixed income research and management [2] - The top four bond holdings of FuGuo Optimized Enhanced Bond are all financial bonds, indicating a focus on the financial sector [2] - Huabao Convertible Bond and Boshi Convertible Bond Enhanced funds are managed by experienced professionals with extensive backgrounds in fixed income securities [3] Group 3 - A few bond funds, such as Renbao Xinli Bond C and ZheShang Fengli Enhanced Bond, experienced declines of over 2% in the same period, despite the overall positive trend in the bond market [4] - The first major holding of Renbao Xinli Bond is medium-term notes, which constitute 44.56% of its net asset value [4] - ZheShang Fengli Enhanced Bond primarily invests in convertible bonds, with significant holdings in companies like Midea Group and Guizhou Moutai [4] Group 4 - The performance data for the top 100 bond funds shows a significant disparity, with some funds experiencing declines while others achieve substantial gains [5][6] - The overall trend indicates a strong performance in the bond market, with only a few funds reporting significant losses [3][4] - The data highlights the importance of fund management experience and strategy in achieving positive returns in the bond market [2][3]