Grasp the future investment of investment in the airport investment and carbon neutral and theme funds.

"Carbon neutralization" has become an important path to curb global climate extremes, and related theme opportunities are worthy of attention. It is reported that China Merchants Carbon neutral and theme funds (Class A: 016350, Class C: 016351) was officially issued on September 1, 2022. The fund is preferred to choose a high -quality listed company with the theme of carbon and the theme. Investment opportunities brought by economy.

According to public information, the investment ratio of the stock carbon neutralization and theme fund investment portfolio is 60%-95%of the fund assets, of which the share investment ratio of the Hong Kong Stock Connect is not more than 50%of the fund stock assets. The company's shares are not less than 80%of non -cash fund assets. As a theme fund, China Merchants Carbon neutralization and theme funds follow the long -term development trend of the country. In the context of the increasingly severe issue of carbon dioxide discharge and the increasingly severe global warming problem, the world has actively reached the consensus of "carbon neutralization". At present There are more than 140 countries/regions proposed carbon peaks and carbon neutralization. As my country officially announced the goal of "reaching the peak before 2030, and striving to achieve the goal of achieving carbon neutrality by 2060" The important factors that affect the development of industries and enterprises in 40 years, and the policies of various fields and levels have been introduced densely in the past two years, laying the foundation for the achievement of the "dual carbon" goal. The Energy Revolution will bring major investment opportunities. China Merchants Carbon neutralization and theme funds cover multiple prospects with a wide prospects derived from energy transformation, which can help investors seize the opportunity of the times.

In terms of fund operation and management, Ren Linna, the proposed fund manager, has nearly 19 years of investment and research experience. Among them, the product investment management experience in the past 5 years. She has many years of industry research background. From 2003 to 2010, she was a mechanical, steel and other industries. Analyst, from 2010 to 2021, he successively served as researchers such as steel, transportation, environmental protection, new energy vehicles, high-end manufacturing and other industries. In the investment management, Ren Linna is good at starting from the view, focusing on the high booming industry, and selecting individual stocks, such as the market space, product competitiveness, management, financial indicators, and reasonable deepening of the high booming industry in the industry.

For the investment direction of the new fund in the future, Ren Linna, the proposed fund manager, focuses on the following sectors:

Energy storage. The domestic energy storage business model has continued to advance, the overseas energy prices have risen, the recycling cycle of the photovoltaic energy storage system for households has been significantly shortened, and the economy is becoming more prominent. With the disclosure of the interim report and the excellent performance of performance, the entire market is raising the expectations of energy storage.

Smart driving. The smart driving of the new model has made significant improvements. In the second half of this year, it is an important node that starts with the official start of smart driving. At present or the starting point of the large-scale market in the next 2-3 years, it is likely to usher in a similar electric car. Large-level markets in the past 2-3 years.

Photovoltaic. The long -term market space of the photovoltaic industry is huge, the industrial chain is self -balanced, and the price is the result of supply and demand. The logic of photovoltaic investment industry is more important than the logic of individual stocks, and it needs to have a global perspective. It should not only stare at individual links. It also needs to look at industry investment opportunities from the perspective of the entire industry. At the same time, it cannot only look at the country. Photovoltaic is a global demand for Chinese manufacturing.

Electric vehicles. The peak sales season in October is coming, and the new models are densely delivered, and the sales volume is expected to continue. The inside of the electric vehicle industry chain needs to be selected in the field and individual stocks: the battery link may be the most significant link in the next two or three quarters of profitability; technical progress & iterative direction: such as 4680 batteries, manganese phosphate iron lithium positive poles, double fluoride, and fluoride Sulfide lithium (LIFSI), sodium ion battery, etc., technology update iteration will affect the competition pattern of the industry.

Risk reminder: Fund investment is risky. Investors should carefully read legal documents such as the "Fund Contract" and "Recruitment Manual" before investing. my country's funds have a short operation time and cannot reflect all stages of the stock market development. The fund manager promises to manage and use fund assets with the principles of honesty, trustworthiness, and diligence. The past performance and net value of the company's funds do not indicate its future performance. The performance of other funds managed by the fund manager does not constitute a guarantee of fund performance.

- END -