91 funds under Oriental Fund disclosed 2022 2 quarterly reports

On July 20, 2022, Oriental Fund Management Co., Ltd. disclosed the latest quarterly quarterly report of 91 fund products (separated share) (April 1, 2022-June 30, 2022).

According to data, Oriental Fund Management Co., Ltd. was established on June 11, 2004. During the reporting period (April 1, 2022-June 30, 2022), the net value growth rate of 77 products was positive.

Among them, the fund product with the largest net value growth rate is the theme of Oriental New Energy Vehicle, with a value of 17.53%. The current fund manager is Li Rui.

During the reporting period, the investment strategy and operation analysis of the above fund: As the demand for private travel is enhanced, the attributes of the car as an optional consumer product are declining, and even to some extent, the required attributes are increasing. There are two keywords, one is just needed for travel, and the other is a private space. This is one of the reasons why the overall economic environment and consumption data are weak, and the overall performance of the auto market is still good. This reflects the first purchase demand of the auto market. In addition, the two reasons for the good performance of the auto market are that due to the arrival of the car change cycle, the demand for purchase is gradually released. Under the overall cycle of the auto market, due to the launch of more and more models with strong product power, new energy vehicles are increasing penetration at a non -linear rate. This is just as we emphasized in the first quarter report that short -term issues will always pass, and we are still optimistic about the long -term development of the new energy vehicle market.

In the direction of investment, on the one hand, we are paying attention to the supply and demand of some links in 2022, and on the other hand, new technologies will also be concentrated. The direction and change of new technologies have become important attention points in 2022, such as manganese -phosphate iron lithium, sodium sodium, sodium Ion batteries, carbon nanotubes, 4680, high voltage platforms, silicon carbon negative electrodes, LIFSI, etc. In accordance with the trend of changes in industries such as structure, supply and demand, new technology, we will focus on tracking patterns and profitability. The growth rate exceeds the industry or units' profit links and individual stocks is our focus.

- END -