The latest trends of public funds exposed star managers favor new energy | New Energy-Finance News

Original title: The latest trends of public funds are exposed, star managers favor new energy Source: Shenzhen Commercial Daily

[Shenzhen Commercial Daily News](Reporter Zhan Yuye) The third quarterly report of listed companies and the third quarterly report of funds have entered a period of intensive disclosure. The latest positions of fund managers have been exposed, and the movements of star fund managers have attracted much attention. Recently, new energy has risen violently and has become a market hotspot. In the third quarterly report, many fund managers proposed to pay attention to investment opportunities in the context of carbon neutrality. Judging from the information currently disclosed, the new energy segment is favored by star fund managers.

Zhuque Enterprise Winner, a core figure of Zhuque Fund and general manager Liang Yuejun, became active in the third quarter of this year, and its stock position rose from 87.04% in the middle of the year to 93.57%. Liang Yuejun said that the overall consideration is based on next year, focusing on the dual-carbon target and focusing on related industry varieties.According to the third quarterly report, Suzaku won a substantial increase in the new energy electric field in the third quarter.Hewang Electric, Making it the ninth largest stock, compared with the shareholding ratio at the end of June, the increase in the third quarter was as high as 315.34%.

By the end of the third quarter, Yinhua Xinyi managed by Li Xiaoxing’s flexible allocation of the largest mixed stock is stillNingde era, In the third quarter, he also increased the position of 202,700 shares; also in the third quarter, there wereGanfeng Lithium, The position at the end of the third quarter increased by nearly 540,000 shares compared with the middle of the year;Dahua shares、Zijin Mining、Three Gorges EnergyA list of the top ten stocks that have newly entered the fund.

From the perspective of Ruiyuan’s growth value holdings, Fu Pengbo focused on tmt, chemical building materials, and new energy fields in the third quarter.In the third quarter of this year, Ruiyuan’s growth value increased its position as the first heavyweight stockLuxshare PrecisionApproximately 8 million shares, increasing the proportion of nearly 15%;Sanan Optoelectronics、Wanhua Chemical, Geely Automobile, etc.,Xinzhoubang、Han’s LaserEnter the list of the top ten heavy stocks of the fund.

Last year’s equity champion Zhao Yu managed the theme of ABC-CA’s new energy in the third quarter of the new energy leader Ningde era to the largest stock. Zhao Yi said that he concentrated his positions on new energy and technology leaders with strong competitiveness and reasonable valuations.

Feng Mingyuan stated that the Cinda Australian Bank’s new energy industry under his management focused on the deployment of new energy vehicles, new materials, photovoltaics, wind power, high-end equipment, semiconductors and other fields in the third quarter.The product increased its holdings in the third quarterPutailaiTo the largest heavyweight stock, increased holdingsTianqi Lithium，Chint Electric、Zhongke Electric, Three Gorges Energy,East SunshineEntered the list of top ten heavyweight stocks; and reduced its holdings of Ningde Times,Silan Micro、BYDWait.

Photovoltaic glass original manufacturerFlatIt won the favor of Liu Gesong and Zheng Chengran, the star fund managers of GF Fund. In addition to the new energy track, Qiu Dongrong, the star fund manager of the China Geng Fund, also took a fancy to bank stocks; also the star fund manager Zhang Kun of E Fund is also adding to the bank stocks.

Overall, in the third quarter, many fund managers reduced their positions in traditional industries, and generally preferred the new energy sector. The difference is that they have different layouts in the subdivisions of new energy, such as photovoltaics and new energy vehicles. In the choice of thinking, Fu Pengbo measured the investment value from a long-term perspective. Zhao Yu looked more at the valuation of the re-energy sector. Liu Gesong and Feng Mingyuan focused on industry trends. Qiu Dongrong said that he is more optimistic about the investment value of high-quality assets in the energy and resources category. .

Author: Zhan Yuye