Public funds favored new energy in the second quarter of 2022, and half of the new energy among the top ten heavy stocks occupied half

With the disclosure of public funds in the second quarter of 2022, the public offer in the second quarter also surfaced.

In the second quarter of 2022, of the top ten heavy stocks of the fund, the three sections of food, beverages, power equipment, and automobiles were the largest. According to data, in the second quarter, the market value of the food and beverage sector accounted for 15.83%, an increase of 3.01%month -on -month; the market value of the power equipment sector accounted for 17.64%, an increase of 1.49%month -on -month; Increased by 1.03%.

As of the end of the second quarter of 2022, the top ten heavy stocks of public fund funds were: Guizhou Maotai, Ningde Times, Longji Green Energy, Wuliangye, Luzhou Laojiao, Yaoming Kangde, Shanxi Fenjiu, BYD, Huayou Cobalt, Yiwei Lithium Lithium can.

It is worth noting that in the second quarter of 2022, the top ten heavy stock stocks of public funds added BYD, Huayou Cobalt and Yimei Lithium Energy 3 new energy sector stocks, plus the Ningde era and Longji green energy. There are 5 new energy stocks among the top ten heavy warehouses.

In the second quarter, the new energy track was hot, and many fund managers focusing on new energy gave their views.

In the Everbright Securities Research Report, Cui Yilong, the fund manager of Qianhai Open Source Public Utilities (005669), said that he was very happy to see the development of the entire new energy industry very rapid, including lithium batteries, photovoltaic and other fields. New products excited, the marketization and scale of new technologies accelerated, and the overall development of the new energy industry is continuously accelerating. More and more investment opportunities have emerged with these rapid upgrades.

Xiong Zheying and Zhou Xiaobo, the fund managers of Shenwan Lingxin New Energy Vehicle (001156), said that oil prices in new energy vehicles have risen and pushed up the cost -effectiveness of new energy vehicles. At the same time More and more newly capable car terminal customers accept it; on the other hand, European and American light storage demand is strong, the price tolerance has risen, and the industry is expected to usher in opportunities.

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