# Lao Siji Hard Core Evaluation# As of June 21, the Shanghai Composite Index has risen by nearly 15% since April 27, the ChiNext Index has rebounded by more than 25%, and the Science and Technology 50 Index has rebounded by 24.76%. During the period, the new energy index rose by more than 46%, and the new energy vehicle index rose by more than 50%.
“The new energy industry is in a period of high prosperity. Among them, the production and sales of new energy vehicles in May exceeded expectations, and it is expected to return to pre-epidemic levels in June, and the profit differentiation of the industry chain will continue; The steel price at the raw material end of the industry is expected to drop, which is expected to bring about the profitability of the wind power industry chain.” Western Profit Fund said in an interview that the domestic economic recovery trend is gradually being confirmed, and there is still room for policies to stabilize growth. It is recommended to focus on the main line of investment in stable growth. The automobile and other related industrial chains and the growth direction of the medium and long-term sustainable high prosperity, and the selection of high-quality companies in the fields of new energy, high-end manufacturing, technology and large consumption.
In the face of this popular sector, investors can’t help but be confused: after the huge shocks since the beginning of the year, can the new energy sector, which has recovered strongly, still be deployed? How to choose a new energy theme fund?
To this end, Topic Brother selected 12 new energy-themed funds based on the discussion and performance of golfers in the snowball station, including Qi He, Yao Zhipeng, @ SDIC UBS Shi Cheng , @ Jianxin Volcano Brother Tao Can , @xin Products of well-known fund managers such as Daoya Zeng Guofu . They are:
1. $E Fund Environmental Protection Theme Mix (F001856)$ : Fund manager Qi He, the return this year was -1.01%, the return in the past year was 27.69%, the largest drawdown in the past year was -36.69%, and the scale at the end of the first quarter was 6.311 billion.
2. $Harvest New Energy New Materials A(F003984)$ : Fund managers Yao Zhipeng and Xiong Yuzhou, the return this year was -8.77%, the return in the past year was 7.26%, the largest drawdown in the past year was -40.48%, and the scale at the end of the first quarter was 4.423 billion .
3. $SDIC UBS New Energy Hybrid A(F007689)$ : Fund manager Shi Cheng, the return this year was -2.62%, the return in the past year was 42.58%, the largest drawdown in the past year was -50.11%, and the scale at the end of the first quarter was 40.90 100 million.
4. $ Jianxin New Energy Industry Stock (F009147) $ : Fund managers Tao Can, Tian Yuanquan, Zhang Xianglong, the return this year was -10.07%, the return in the past year was 22.39%, and the largest drawdown in the past year was -44.49%. At the end of the first quarter The scale is 5.448 billion.
5. $Cinda New Energy Selected Mixed (F012079)$ : Fund manager Zeng Guofu has returned 0.91% this year, 47.84% in the past year, the largest drawdown in the past year -44.72%, and the scale at the end of the first quarter was 3.511 billion.
6. $Yinhua Zhihui Intrinsic Value Flexible Allocation Hybrid Sponsorship (F005119)$ : Fund Manager Fang Jian, the return this year was -0.27%, the return in the past year was 20.86%, and the largest drawdown in the past year was -42.91%, the first quarter The final scale was 528 million.
7. $TEDA Manulife New Energy Stock A(F012126)$ : Fund manager Zhang Xun has returned 3.17% this year, 42.37% in the past year, the largest drawdown in the past year -42.27%, and the scale at the end of the first quarter was 285 million.
8. $Penghua Environmental Protection Industry Stock (F000409)$ : Fund manager Meng Hao, has returned -6.96% this year, 19.11% in the past year, the largest drawdown in the past year -36.70%, and the scale at the end of the first quarter was 3.205 billion.
9. $Chuangjin Hexin New Energy Automobile Stock A(F005927)$ : Fund manager Cao Chunlin, the return this year was -6.59%, the return in the past year was 20.71%, the largest drawdown in the past year was -47.68%, and the scale at the end of the first quarter was 2.042 billion.
10. $Changxin Low-Carbon Environmental Protection Stock (F004925)$ : Fund managers Zuo Jinbao and Yao Yifan have returned -1.79% this year, 20.18% in the past year, the largest drawdown in the past year -43.97%, and the scale at the end of the first quarter was 7.65% 100 million.
11. $Yinhua New Energy Materials Quantitative Optimal A(F005037)$ : Fund managers Li Yixuan, Zhang Kai, Yang Teng, the return this year was -8.25%, the return in the past year was 14.49%, and the largest drawdown in the past year was -42.91%. The scale at the end of the quarter was 1.063 billion.
12. $Wells Fargo CSI New Energy Vehicle Index (F161028)$ : Tracking the CSI New Energy Vehicle Index, the return this year is -3.06%, the return in the past year is 15.96%, and the largest drawdown in the past year is -43.55%. At the end of the first quarter The scale is 9.505 billion.
(The return and drawdown data above are as of June 21, 2022)
Topic brother invites golfers to conduct a comprehensive evaluation of these 12 new energy themed funds, and welcomes golfers to publish long articles or videos to participate actively. Excellent fund evaluation content will be rewarded in cash and recommended for display in the [Fund Evaluation] section of the fund page.
【Activity time】
22 June 2022 – 3 July 2022
【Activity Award】
Golfers who publish excellent fund evaluation articles will receive cash rewards:
2 first prizes: 666 yuan cash reward
3 second prizes: 366 yuan cash reward
5 third prizes: 200 yuan cash reward
Excellent Award N: 8~88 yuan for random reward
Players who publish excellent live and short video content will also receive cash rewards:
5 live broadcast awards: 188 yuan cash reward
5 short video awards: 88 yuan cash reward
【Traffic Incentive】
High-quality review articles and live video content will provide the following exposure support:
1. Recommend to the fund page [fund evaluation] content display position to obtain long-term traffic exposure;
2. Recommend to Snowball’s “Today’s Topics” column to get more exposure and opportunities to communicate with golfers;
3. Simultaneously release on the Xueqiu official account of WeChat public account, Weibo, Toutiao and other platforms.
【way of participation】
1. Publish a long main post, and add the hashtag #laosikihardcoreassessment# and fund code and @today’s topic (post → long article → title → hashtag + $ fund code $ + content of the essay);
2. Contact @snowball roadshow for an in-depth interpretation of the fund evaluation;
3. When posting the video of the event, please add the hashtag # Lao Siji Hard Core Evaluation# , and in the comments @snowballvideo . If you have not yet activated the video permission, please send a private message to @snowball video “I am Lao Siji”, and the video will be activated within one working day. After the Send Video button appears next to the Send Long Text button, you can publish the video.
【Content of the call for papers】
Evaluation and analysis of one or more of the 12 new energy funds mentioned in this call for papers:
You can refer to the following templates:
1. Do you think this new energy fund is worth investing in?
2. What do you think the long-term performance of the new energy fund will be in the future?
3. Which indicators do you like most when choosing a new energy fund?
4. Have you ever bought this new energy fund? How did it perform after buying it?
5. When investing in new energy funds, do you prefer active funds or index funds?
6. When investing in new energy funds, do you prefer a single investment or a fixed investment in batches?
7. What do you think of the 2021 annual report and 2022 first quarter report of this new energy fund? What highlights did you find?
8. What are the risks to be aware of when investing in this new energy fund?
…
【Selection Rules】
1. Posts must have hashtags;
2. Objective score (40%): based on the weight of the interactive number of articles or videos such as reading, reposting, commenting, likes, favorites, rewards, etc. Data weights are added together.
Subjective scoring (60%): Snowball will organize investment veterans to form a jury to evaluate the quality of articles and videos;
3. Please pay attention to abide by the “Snowball Community Code” when posting;
4. The final interpretation right of the event belongs to Snowball within the scope of law;
5. Instructions for submission:
(1) Any content (including but not limited to pictures, text, charts, etc.) provided by the contributor (hereinafter referred to as “you”) to Snowball in this essay call should be original by the contributor, and plagiarism and plagiarism are strictly prohibited. Discovery will be disqualified.
(2) Contributing users agree to grant Snowball the free, permanent, non-exclusive, and sublicensable rights and licenses to all your submitted content (including selected and unselected content). For the purpose of traffic incentives and promotion of content dissemination, Xueqiu has the right to use the content you submit for including but not limited to: synchronously publishing the content on Xueqiu official account of WeChat public account, Weibo, Toutiao and other platforms; publishing the content To “Snowball Special Issue” and upload it to major platforms for users to download and circulate; disseminate the content to other legal channels.
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