Hot stories 丨 The first batch of equity funds was released in the second quarter: additional positions electric smart cars, photovoltaic wind power

Today (July 12), the second quarterly report of the Great Wall Emerging Industry and Great Wall Jiufu Fund was released, which was the first batch of equity funds to disclose the second quarterly report of the 2022 report.

The Great Wall Jiufu Second Season Report shows that the top ten heavy warehouses have entered Dongshan Precision, Guizhou Moutai, BYD, and transferred to Dunan environment, Chinese chemistry, Gujiajia Home, increased their holdings of Chinese test navigation, Yingbo and Ningde era, reduced their holdings of Enjie Co., Ltd. Wait.

In addition, the position of the Great Wall's emerging industries is basically consistent with the Great Wall.

Fund manager Chen Liangdong admits that additional positions in late April mainly increased the positions of electric smart cars, photovoltaic wind power and other industries. Looking forward to the macro factors in the second half of the year, the most impact on the market has passed. After the market recovery and the growth of performance growth, the overall valuation returns to a relatively reasonable range. At present, it is more suitable for investment based on industry and company fundamentals. It is optimistic about industries with good prosperity and long -term growth space for the automotive industry chain and photovoltaic. At the same time, appropriate attention and deployment of consumer electronics, semiconductors, innovative drugs, and real estate industry chains will have the opportunity to rise in the future.

Daily Economic News

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