In the rebound market, strong Changsheng Fund Wang Yuanhong's net value growth rate of two products exceeded 30%

A shares have stabilized and rebounded since the end of April. The performance of the new energy sector is particularly eye -catching, leading the industry, and the net value of related theme funds has also rebounded sharply. The author found that the funds that are different from other heavy -duty new energy, automobiles and other sectors, the two products of Wang Yuanhong, a fund manager of Changsheng Fund, are relatively decentralized. However, based on the early layout of high -quality stocks Essence According to Wind data statistics, since April 27th, as of June 24, the net value of Changsheng High -end Equipment Manufacturing Fund has rebounded by 38.06%, and the net value of the Changsheng Innovation Pioneer Fund has rebounded by 33.66%, and the double doubles have exceeded 30%.

Speaking of investment ideas, fund manager Wang Yuanhong said in the live video that since the fourth quarter of 2021, the macroeconomic economy has faced many uncertain factors, and investment and consumption have been relatively weak. The stock standards, focusing on the selection of companies with unique competitiveness and relatively comparative advantages to start investment, mainly focusing on two main lines, one is the background of the energy change of carbon neutralization and carbon peaks, and the other is independent controllable and imported replacement. In the carbon neutral and related main lines, the main selection of electric vehicles, new energy, renewable resource utilization, biological resources utilization, etc., which helps improve the quality of economic development and reduce carbon emissions; Related industries such as equipment, semiconductors, and high -end manufacturing are related to China's economic transformation and high -quality development. In the process of investment, the operations are mainly combined with valuation. He concluded that in the long run, related industries are important to economic transformation and development, so he will firmly choose the best in related fields and choose companies with outstanding competitiveness to invest in investment layout.

Public information shows that Mr. Wang Yuanhong is a master's degree in computers of the Chinese Academy of Sciences. He has 11 years of securities experience and has a franchise analyst (CFA) qualification. He has worked at Huaxia Fund, Qianhe Capital, Hongde Fund and other institutions. Its investment style is relatively balanced, paying attention to the growth of individual stocks, and pursuing higher Beta factor, but the combination retracement control ability is strong. Wind data shows that Wang Yuanhong has served as the manager of the high -end equipment hybrid fund since August 26, 2021. At that time, he was at the time of the Shanghai Stock Exchange Index 3500 points. 6.56%, ranking 76/2152 among similar funds, 5%in the same class.

According to Galaxy data, as of June 24, the Changsheng High -end Equipment Hybrid Fund has ranked among the top 10%in the past 3 years or 5 years. 22/424; the net value growth rate in the past 5 years was 141.29%, and the same type ranked 26/270. Based on excellent performance, the fund has received five -star rating of Galaxy Securities in three years and five years. According to the fund's first quarter report and Wind data statistics, the high -end equipment mixed with 70.24%of the fund asset ratio is invested in the manufacturing industry. In the industry, compared with the top ten heavy stocks of the 2021 annual report, the fund manager significantly increased the investment ratio of the power equipment industry. It is worth noting that the fund's 2021 interim reported from the perspective of large -scale asset allocation, increasing the investment of bond assets, and in the downward market where the stock market continues to be adjusted, it effectively reduces the fund fluctuations in the fund. Essence

The rebound market has continued to this day. Where does the back market go from? In this regard, Wang Yuanhong analyzed that there are still many good opportunities in the market, because this round of rebound is structural, and there are many good -quality companies valuations in the first four months. It is still more attractive. Some companies with excellent texture, due to the short -term difficulties in the industry, are still unclear in the future, and the stock price still performs sluggish. Among them, some investment opportunities are also bred. As for industries with a large short -term increase, you also need to gradually increase their vigilance to identify whether there are bubbles in it. For high -quality companies, short -term valuation recovery is reasonable, but there must be many labels that benefit from market style changes, industry changes, industry changes, industry changes, industry changes, industry changes, industry changes, industry changes, industries The prosperity is essentially the company's competitiveness is not enough. When the market is active, it is also a good opportunity to take care of and adjust, and he added.

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