The new energy sector has soared, how should investors get into the car?
Recently, the market is still going back and forth, but there is a sector that is gaining momentum, and this sector is the new energy sector.
So a friend asked: New energy is soaring, can I get on the car, what are the funds related to new energy?
In fact, new energy has been on the market for some time, but it has started to continue to ferment recently.
Whenever an industry becomes popular, it will usher in a lot of investment attention. After all, as investors, we all want to get a share of it.
In recent years, new energy has become popular in China, and a lot of funds related to new energy have been issued one after another.
But before we invest in funds, we still have a good understanding of this sector.
If this sector is rising, it should always have the logic of its rise. Whether we can rise after buying it, how to choose funds related to new energy, these all need to be studied in advance, after all, knowing yourself and the enemy can survive the battle.
What is the logic of the rise of new energy?
We all know that the new energy NIO, which has been listed in the United States, has gained a good momentum in the past few days. The stock price has risen by more than 30% in a row, and has risen to 760% since the beginning of the year.
Domestic and new energy-related stocks: BYD and Longi shares also rose at the top.
Since the beginning of this year, Longi's cumulative increase has reached 235.12%.
Tou Erjun believes that the reason why new energy is rising like a rainbow cannot be separated from the support of recent relevant policies.
On October 9th, the State Council passed the "New Energy Automobile Industry Development Plan", which clearly stated that it is necessary to adhere to the pure electric drive strategy, give full play to the leading role of the market, and promote the orderly development of the new energy automobile industry.
The main contents are:
1. Increase new energy policy support in the public sector;
2. Promote the intelligentization of new energy vehicles;
3. It also clearly stipulates that after 2025, China's sales of new energy vehicles will account for about 25%, and the sales of new intelligent connected vehicles will account for 30%.
From the current point of view, the participation rate of new energy vehicles in my country is only 5%, and the goal of 25% needs to be reached in these 5 years, which means that there is still room for growth in new energy vehicles.
It is precisely because of policy support that new energy itself has broken the technical barriers. As the epidemic resumes, sales of new energy vehicles have also been well repaired.
Since July 2020, the global sales of new energy passenger vehicles have achieved an excellent performance of 2,227 units, a year-on-year increase of 63.3%.
Therefore, from various perspectives, the future new energy industry is an industry worthy of investors' attention.
So what are the funds related to new energy?
Funds related to new energy are divided into passive index funds and active funds.
Let’s first look at the passive index fund: China Securities New Energy Index
It uses the China Securities Index as a sample space, and selects listed company stocks involved in renewable energy production, new energy applications, new energy storage, and new energy interactive equipment as constituent stocks to reflect the overall new energy industry-related listed companies Performance, to provide the market with diversified investment targets.
The major stocks in the index are: Longji, CATL, Tongwei, Yiwei, Ganfeng Lithium and so on.
The index has shown a year-to-date gain of 58.19% in the past year. It is not difficult to see from the trend that it has only recently started to rise all the way, breaking through and reaching new highs.
The index funds that track China Securities New Energy mainly include: Cathay Pacific China Securities New Energy Vehicle ETF linking A/C.
This fund has seen a good increase in recent times and its performance ranking is relatively high, but it has a short establishment time, small scale, and small scale, which may lead to liquidation risks.
The other one is "China Universal Securities New Energy Vehicle A". This fund has performed well in recent times and ranked No. 3 in performance in the past year.
Established in 2018, heavy stocks include BYD, CATL, Inovance Technology, etc.
They are all relatively good stocks in new energy. The only catch is that the drawdown is relatively large. The maximum drawdown is 29%. Investors with average risk tolerance are cautious in entering.
Let's look at actively managed funds:
1. Shenwanlingxin New Energy Vehicle Hybrid
Founded in 2015, this fund has risen as high as 111% in the last year, but it has recently experienced a slight correction with a 28% retracement rate, which is also not suitable for investors with average risk tolerance.
2. Cinda Australian Bank New Energy Stock:
Cinda Australia New Energy Fund was also established in 2015, but this fund has performed very well, with a return of 267.15% since its establishment.
Although it is a stock fund, and the stock position is as high as 94%, but the retracement of this fund is very well controlled, with a maximum retracement rate of 23%.
The fund manager of this fund is Feng Mingyuan. Feng Mingyuan is very well-known in the industry. With 10 years of experience in securities investment, it is generally good and suitable for ordinary investors.
However, it is worth noting that the new energy industry is an emerging industry with large fluctuations and requires policy support to quickly rise.
Therefore, when we invest in new energy funds, it is best to focus on fixed investment. At least 3 years of spare money should be prepared for fixed investment, so that we can enjoy the dividends brought by the new energy policy.
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