Two main lines of "big consumption+manufacturing", Hua'an Fund's new product Hua'an Youjia selection is about to be released soon

The A -share year was suppressed and then raised. The Shanghai Index once fell to 2863 points, and then rebounded strongly. At present, it is heated to above 3200 points. Looking forward to the market outlook, how will A -share love be interpreted and investors will lay out? According to market analysts, although factors such as changes in liquidity and anxiety may disturb the subsequent market performance, as the economic fundamentals are gradually restored and the policy continues to promote After the previous callback, the investment cost performance of high -quality targets became increasingly apparent. On August 15th, in order to meet the demand for investors' equity assets, Hua'an Fund will send another new fund -Huaan Youjia selected (Class A: 016021, C type: 016022).

At present, there is still a shock in A -share affair. How will the new products of Hua'an Fund operate? In terms of position settings, Hua'an Youjia has selected 60%-95%of the stock positions. The investment operation space is more flexible, which can achieve both offensive and defensive and adapt to different market environments. From the middle and long term, fluctuations are the norm of the market. If the subsequent A -share ushered in the rise, the fund can increase the position in time in order to seize the market opportunity for investors. To control fluctuations.

In terms of investment strategy, Hua An Youjia's selection of Hua'an Fund will be deeply excavated "China Consumption+Made in China". Consumption and manufacturing are two business cards in the Chinese economy, which are reflected in the capital market. These two major areas also contain rich investment opportunities. New products will focus on the two main lines of large consumption and large manufacturing, starting with the changes in the consumer industry trend, looking for consumer investment opportunities on the production, channel side, and demand end. The two major directions of product globalization excavate the target layout.

At the same time, Hua'an Youjia's selection will also focus on underestimated growth. Growth stocks can be divided into two perspectives: time dimension and spatial dimension. New products will actively pay attention to growth stocks with spatial dimensions. Such companies often use product outbreaks or their own management improvement, which is expected to bring ROE improvement. During the specific stock selection, Hua'an Youjia selects the management capabilities and capital allocation capabilities of the listed company, as well as the company's profit model, the competitive position of the industrial chain, the competitiveness of the company's products, the cycle of production capacity, channel efficiency, etc., and do it, and do it, and do it, and do it, and do it, and do it, and do it. Matching the company's growth and the company's valuation.

As a new product manager, Wang Bin has 10 years of experience in the fund industry, and the fund manager has also been more than 3 years. He is one of the excellent fund managers trained within Hua'an Fund. During the investment, the overall style of Wang Bin, the Huaan Fund, has grown in a balanced style. It has a composite perspective of "consumption+manufacturing". It is good at the two -wheel drive from the "upstream production end" to the "downstream demand side". The changes in supply and demand, changes in industrial trends, and decentralized deployment of various investment opportunities. Regular reporting data of Galaxy Securities and Fund shows that Hua'an Anxin Consumer Service managed by Hua'an Fund Wang Bin from 2019-2021 is 76.75%, 88.91%, and 38.64%. Fund has all ranked first in the past one, 3 years, 5 years, and 7 years.

In addition to being equipped with excellent fund managers, the new product manager Hua'an Fund also has obvious advantages in active equity investment. The company adheres to Alpha as the outline to build a large investment research platform with strong comprehensive strength, pay attention to let the fund managers find and give full play to their own style, and cultivate their focus on excessive Alpha capabilities. From the perspective of medium and long -term investment results, Haitong Securities data shows that as of June 30, Hua'an Fund's equity funds of the Huaan Fund in the past 5 years and 7 years were 130.67%and 106.39%, ranking 8/107, 12/81. It is believed that under the escort of the professional investment research team of Hua'an Fund, this new product is worth looking forward to.

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