Yang Delong: Investment in the field of clean energy in many countries is committed to reducing carbon emissions

Yang Delong | Cube, everyone talks about column authors

On Tuesday, August 9, the Shanghai and Shenzhen cities maintained a trend of shock. Recently, the A -share market has continuously adjusted. On the one hand, due to the influence of super -expected factor factors, the repeated concerns of the epidemic situation in some areas have caused investors to worry about consumption recovery. Although the economic growth has formed, the strength of the recovery is weak. Especially in July, PMI returned to the watershed below 50 %, making investors worry about the intensity of subsequent recovery; on the other hand, the Federal Reserve released the eagle signal again, and it may raise interest rates in September 50 or even 75 basis points. , Especially after the July non -agricultural employment data released on Friday was far exceeding the market expectations, the possibility of the Fed's interest rate hike in September was greatly increased, because the strong labor market showed that the US economy could withstand more interest rate hikes for the Fed.

The sudden impact of Hainan's emergencies on the tourist consumption sector has a significant impact. After short -term adjustment, today the consumer sector has a certain rebound. Although the economic recovery in the second half of the year is disturbed by some super -expected factors, the degree of economic recovery is relatively obvious compared to the first half of the year, especially after the 33 measures that stimulate the economy are gradually implemented, the economic aspect is expected to continue to recover in the second half of the year.

Globally, a certain growth rate of the global economy has slowed down, especially after the Federal Reserve raised interest rates for four consecutive times and the European Central Bank opened for the first time in 11 years, the risk of recession in the European and American economy is increasing. In the past few years, in order to cope with the impact of the epidemic, Europe and the United States have adopted a large way of water release, stimulating the economy by implementing the policy of zero interest rates or even negative interest rates, and unlimited and loosely released a large amount of liquidity. The rise has led to high global inflation. Europe and the United States have faced the highest level of inflation in 40 years. In order to cope with inflation, the Fed has to speed up the rhythm of interest rate hikes, which in turn affects the economic performance. The Fed's tightening monetary policy has also had a certain impact on U.S. stocks. Since this year, US stocks have fallen significantly.

Vigorously developing clean energy is an important policy for various countries in the world. On Monday, the US stock sector related to clean energy has attracted attention. On Sunday afternoon in the Eastern Time, the US Senate passed the inflation reduction bill. The dollar will invest in the field of climate change and energy security. Compared with the US President Biden's first $ trillion, the specific scale of the bill has shrunk, but it is undoubtedly a historic climate plan. According to research institutions, the passing and implementation of the bill may help the US greenhouse gas reduction by 40%in 2030, which is close to a 50%commitment that Biden's emission reduction was reduced. In particular, the second part of the bill has attracted the attention of investors, involving clean energy manufacturing, including solar panels, wind turbines, batteries, electric vehicles, hydrogen production, and key mineral resources. Countries around the world have increased their investment in clean energy, especially the Paris Climate Agreement, which has become a guide for countries around the world. It is the common responsibility of reducing carbon emissions and preventing global climate warming. In 2021, my country proposed the "double carbon" goal, that is, the carbon peak was achieved in 2030, and the carbon neutrality was achieved in 2060. As the world's largest carbon emissions, it reflects the responsibility of our country. As a world factory, we are equivalent to carrying carbon emissions for the global manufacturing industry. In this case, the difficulty of achieving the "double carbon" goal can be imagined. Only by vigorously developing clean energy can we truly achieve the "double carbon" goal. Essence

The second quarterly report of the Qianhai Kaiserian Clean Energy Fund I managed has been announced. The top 10 heavy stocks are distributed in new energy vehicles, lithium batteries, photovoltaic, wind power, hydrogen energy and other industries, in order to grasp the historic development brought by carbon neutrality opportunity. In 2019, I proposed that new energy replace traditional energy is the general trend. It is recommended that investors actively pay attention to investment opportunities for new energy. In the past two years, the performance of new energy has been prominent, showing that the market's recognition of new energy is gradually increasing. New energy is also a energy revolution in my country. By vigorously developing photovoltaic power generation and wind power generation, it gradually replaces thermal power generation and achieves clean power generation. The process of replacement is relatively long, because 70%of my country's power generation structure still rely on thermal power, which will gradually increase the proportion of non -stone energy consumption in the future. Relying on traditional energy such as coal and oil to develop the economy. The country's installed capacity of photovoltaic and wind power is investing in large quantities, and the future trend is still conducive to the direction of new energy.

In terms of consumption, due to the influence of the epidemic since this year, the growth rate of consumption has fallen significantly, especially in the second quarter of the second quarter, the growth rate of consumption has fallen significantly. It is expected that as the epidemic is effectively controlled, the epidemic control measures will be adjusted accordingly. Further reduce the impact of people's normal work and life. The impact on consumption will gradually decrease. In the middle and long term, consumer white horse stocks with brand value are still worth focusing on. my country's per capita GDP exceeds the $ 10,000 mark in 2020. According to European and American experience, when the per capita GDP exceeds $ 10,000, it will usher in the consumption upgrade and the expansion of consumption. This will give consumer stocks, especially brands, especially brands. Consumer products bring opportunities, including liquor, Chinese medicine, food, beverage, tourism tax -free and other consumer -free industries. Due to the repeated impact of the epidemic in a short period of time, the impact of the epidemic is short -term. This is like a spring. In the future, there will be a chance to rebound. Once the epidemic is effectively controlled and the epidemic control measures are adjusted accordingly, the consumption is expected to relay new energy to usher in a better recovery opportunity. Making value investment is difficult to do, especially under the situation that the market is affected by multiple factors, the mentality of investors is a great test. By adhering to value investment, the company's shareholders or configuration of high -quality funds to cope with Market fluctuations are better investment strategies. Responsible editor: Tao Jiyan | Review: Li Zhen | Director: Wan Junwei

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