Main points of this article:
1. Energy storage is in a state of explosion.
2. The energy storage performance bases are $Huitianfu Yingxin Hybrid (F002420)$ , $China New Energy Vehicle Leading Hybrid Launch A(F013395)$ , Hongtu Innovative New Technology Stock, Great Wall Industry Wheel Hybrid A.
text:
1. Introduction to energy storage
The meaning of energy storage is easy to understand. It is energy storage. The most important thing is the storage of electric energy. There are many ways of energy storage, such as: battery energy storage, inductor energy storage, capacitor energy storage, and gravitational potential energy storage.
In the capital market, the concept of energy storage emerged after the National Development and Reform Commission and the Energy Bureau issued the “Guiding Opinions on Accelerating the Development of New Energy Storage (Draft for Comment)” on April 21, 2021. One goal: to achieve large-scale new energy storage in 2025; to achieve full marketization in 2030.
New energy storage is mainly to carry out important technologies and equipment for new energy power systems, which is of great significance to the realization of carbon neutrality.
Now, the penetration rate of new energy vehicles is already very high, and the rapid growth cannot be sustained. The new energy under the concept of “carbon peak carbon neutrality” has also begun to differentiate, showing structural characteristics, and only energy storage has high growth potential. This subdivided.
2. Selection of sample bases for energy storage funds
At present, there is the China Securities Energy Storage Index (931747) in the fund market. There is no special fund product named after energy storage or with energy storage as the investment direction, only the concept of energy storage. In order not to miss out, we will select the concept base of energy storage, fund managers who are optimistic about energy storage, etc., and select as comprehensive a sample as possible.
Flush fund search data shows that there are 644 funds in the “energy storage concept” of the industry concept. Next, screen from multiple angles to see if there are better performance energy storage bases.
Screening ideas: Compare the performance of these energy storage funds with the China Securities Energy Storage Index (931747) to see which products have outperformed the performance, and then screen.
1. Performance of China Securities Energy Storage Index
Looking at the overall data trend of China Securities Energy Storage, it began to erupt in early 2020, and then began to fluctuate and rise. It is currently in a consolidation trend.
From the perspective of stage performance, as of January 5, 2023, the CSI Energy Storage Index has earned 242.05% in the past three years, -17.47% in the past year, -18.01% in the past June, and 0.18% in the past three months. Since then, the return has been 2.63%.
Based on the above performance.
2. Screening from the perspective of performance
Screening according to the income exceeding the China Securities Energy Storage Index, the result is that there is no product, mainly because the data in the past three years has not exceeded the fund product.
According to the data from the first week of the year, there are 38 products that have surpassed the China Securities Index, and the following 7 products have excellent performance:
Let’s take a look at their energy storage positions one by one
3. Combine fund managers
According to current information, a total of 3 fund managers are optimistic about energy storage.
The first is Wang Peng of TEDA Manulife. He said at a communication meeting on January 5, 2023 that energy storage will have the highest growth rate in the next 2-3 years among all industries. At this time, it is not cheap to buy energy storage, and what you buy is high growth in performance. European energy storage is also expected to have dozens of growth this year, and their orders for a quarter are also full, and the main companies are also full. European household storage, inverter 30 times, equipment 20 times, can also be configured, long-term space is large, short-term high growth rate. Must be optimistic about energy storage.
His representative products are TEDA Transformation Opportunity Stock A or TEDA Manulife Growth Mix, which has a higher proportion of energy storage.
The second is Yang Yu, a cutting-edge fund manager of the Great Wall Fund. He stated in an article on January 5, 2023 that energy storage is definitely in a state of explosion. As a stable green power, energy storage better matches the power generation end. The development of tools and demand-side tools is imperative. In the past few years, the critical point of economics has been reached. Whether it is household storage in Europe, large-scale storage in the United States, or domestic grid-side energy storage, you can basically see the outbreak of trend.
His representative product is Great Wall New Energy stock.
The third choice is Huitian Fuyingxin Mixed C.
Through the above screening, a total of 10 energy storage themed products were obtained:
The 10 products are: Harvest Small and Medium Enterprises Quantification, Hongtu Innovative New Technology Stocks, Changan Macro Strategy Mix A, Huaxia New Energy Vehicle Leading Mix Launch C, China-Europe Business Prospect One-Year Hold Mix C, China-Europe Industry Foresight Mix A, Qianhai Kaiyuan Public Utility Stock, TEDA Manulife Growth Mix, China Universal Yingxin Mix C, Great Wall Industry Rotation Mix A.
3. Comparison and screening of energy storage funds
1. Basic information
The 10 products selected above are as follows:
The above 10 products more or less have energy storage concept positions. We regard them as energy storage products. Let’s see which product has better performance? The purpose of screening is to at least ensure a greater return on capital if you buy the wrong one.
From the perspective of the tenure of a fund manager, there are two characteristics:
Feature 1: Although most of them are old fund products, the tenure of fund managers is not long, and they are concentrated in 2020-2021.
Feature 2: The fund managers of Hua Xia and Great Wall have the same name and surname, both named Yang Yu.
Since most of the current fund managers have worked in the past two years, they mainly focus on the data of the past two years.
2. Performance
Combined with the perspective of performance risk, select the comparison of products in different time periods, there are 11 dimensions in total, and we will see in detail which product occupies the most dimensions.
From the above data, we can get:
Conclusion 1: China Universal Yingxin Mixed A is the best performing product among the 10 products. There are 9 dimensions in all comparable dimensions, and the performance is better.
Conclusion 2: The product with the second best performance is Huaxia’s new energy vehicle leading hybrid launcher C. Among all comparable products, this product is relatively excellent in other time periods except for its short establishment time.
Conclusion 3: There are two products with the third best performance: Hongtu Innovative New Technology Stock and Great Wall Industry Wheel Mix A, occupying 8 dimensions in all comparable dimensions.
Conclusion 4: Although TEDA Manulife Wang Peng is clearly optimistic about energy storage, the historical performance of the products he manages is not the strongest in the same category. In line with the strategy of “stable insurance”, these four products are better:
Among them, Huitian Fuyingxin Hybrid has the highest proportion of energy storage.
Written at the end, the selection of high-performance energy storage bases also started through the Wang Peng exchange meeting of TEDA Manulife. At the exchange meeting, Wang Peng only made it clear that he is optimistic about one direction: energy storage.
Whether energy storage can form a market consensus in the future needs to be continuously observed, but I am optimistic.
To sum up, the best performance bases for the concept of energy storage are Huitian Fu Yingxin Hybrid, Huaxia New Energy Vehicle Leading Hybrid, Hongtu Innovative New Technology Stocks, and Great Wall Industry Wheel Hybrid A.
@今日话话@雪球爷爽者中心@ETF星送官@汇天富基金@华夏基金#基星高照# #全线紧续! Photovoltaic sector set off a daily limit tide# #赛车基金怎样选择#
This article is a personal opinion, the opinion is time-sensitive, and it is not intended as investment advice. Past performance does not represent future performance. The market has risks, and investment needs to be cautious.
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