Qianhai United Swimming Long MixedfundThe fund manager Zhang Lei recently expressed his opinion that the factors affecting the market conditions have been gradually reflected in the stock market. Next, with the continuous implementation and implementation of the stable growth policy and the control of the epidemic, the attractiveness of A-share valuations will gradually emerge. Once the overall expectations are stabilized, the market will continue to look for sectors with high prosperity and long-term investment value for allocation. Among them, the wind power sector, where the fundamentals of the industry are safe, is expected to usher in a quick repair.
Zhang Lei said that since 2022, the A-share market has fallen sharply, and high-growth sectors such as new energy have led the market. Qianhai United Yonglong Hybrid Fund has maintained a high position and focused on the high-growth wind power sector. big pullback. “Faced with the loss of investor accounts, I have felt uneasy and uneasy in my heart. These real emotions forced me to repeatedly and continuously study and judge the macroeconomic and allocation fields. Persevere more firmly.”
Based on research, Zhang Lei pointed out that the fundamentals of the wind power industry are safe. According to the national power industry statistics released by the National Energy Administration from January to March, the installed capacity of wind power is about 340 million kilowatts, a year-on-year increase of 17.4%. “Low valuation combined with rapid growth, we firmly believe that the prospect of the wind power industry is worth looking forward to. The wind power industry’s bidding for Landwind has accelerated in the second half of last year and the first half of this year. This year is a big year for Landwind, while Seawind has accelerated its bidding this year, and will also compete with Landwind next year. Landwind will contribute to the increment together. With the gradual decline of the bidding price, wind parity projects have gradually been rolled out, and the industry will enter a new development situation. Under the current background of weak economic expectations, the long-term infrastructure construction field represented by wind power will become one of the main driving forces leading the economic recovery of the whole society.”
“Under the background that the basic orientation has not changed, the market decline has provided better investment opportunities for low-valued and high-growth sectors such as wind power. Once the overall expectation is stabilized, the market will continue to look for sectors with high prosperity and long-term investment value. The wind power sector, which has undergone a sharp correction in allocation, is expected to become a hot spot in the market, ushering in a rapid recovery of the value of the sector. The more we are in such twists and turns, the more we should cherish the high-quality assets we hold and stick to long-term returns.” Zhang Lei said.
(Article source: Chinasecuritiesnewspaper)