Group 1 - The core viewpoint of the articles highlights the strong performance and resilience of Changsheng Fund's products in the first half of the year, with several funds achieving significant returns [1][2] - As of June 30, 2023, 14 products from Changsheng Fund reported over 10% returns for the first half of the year, and 18 products had over 30% returns in the past year, indicating their adaptability in volatile markets [1] - Changsheng Innovation Pioneer A (080002) achieved a one-year return of 39.06%, ranking 8th out of 181 comparable flexible mixed funds, while Changsheng High-end Equipment A (000534) had a return of 49.70%, ranking 4th in its category [1] Group 2 - The China Securities Regulatory Commission (CSRC) recently released an action plan to promote high-quality development in public funds, emphasizing a shift from scale to investor returns, which aligns with Changsheng Fund's long-term investment strategy [2] - Changsheng Fund's first open-end fund, Changsheng Growth Value A (080001), has consistently ranked in the top five for returns over various time frames, showcasing its long-term investment philosophy [2] - Changsheng Quantitative Dividend A (080005), the first fund to use quantitative strategies for dividend stocks, achieved a five-year return of 99.79%, ranking 9th out of 741 in its category [2]

美国关税风波对全球供应链的扰乱，也引发全球市场剧烈震荡，但A股市场整体彰显出较强的韧性，其 中自主可控、国产替代主题热度持续提升。对于近来关税博弈对全球资本市场的影响以及给A股带来的 机遇和挑战，长盛基金权益投资部总经理助理王远鸿日前予以了深度解析。 分析A股在此番风波中走势相对独立的表现，在王远鸿看来，反复、不确定的政策给企业经营、供应 链、资本市场带来比较大的不确定性。资本市场表现上看，美国市场出现了股债汇三杀的情况，十分罕 见，总体上体现了投资者对美国经济、美元地位的动摇。而中国资本市场在这轮关税战中表现出了坚韧 性，尽管部分行业受到一定影响，股价走弱，但自主可控相关的行业走强，上市公司及大股东增持回购 也比较多，市场在回调之后呈现稳定。 对于关税政策对国产替代的影响，王远鸿认为，整体上会加快国产替代的进程，但还要具体情况具体分 析。对于国内企业来说，如果本身产品性能和质量与美国供应商的产品相比差距不大，那将是很好的机 会。在部分领域，如模拟芯片的某国际巨头，依靠其12寸晶圆厂的产能，凭借较低的成本，对国内产品 有比较强的价格竞争力，而在高进口关税的情况下，这一竞争优势荡然无存，因此，性能不输国外同类 ...