Yang Delong: The development of new energy is broad, and the initial adjustment brings opportunities for layout

Zhongxin Jingwei September 8th. Question: The development of new energy is broad, and the initial adjustment brings opportunities for layout

Author Yang Delong Qianhai Open Source Fund Chief Economist

On September 7, the Shanghai and Shenzhen cities showed a trend of shock rebound. After a period of time adjustment, the new energy sector leads the two cities again, showing a strong money -making effect. In 2019, I pointed out that new energy replace traditional energy is the general trend. It is necessary to seize the historic opportunities of new energy development, because vigorous development of clean energy is the only way to achieve the goal of "double carbon".

In addition, the traditional energy sector represented by coal has performed well in the near future. The main reason is that the demand for energy for economic recovery has increased. In the past few years, the excess capacity has been treated and a lot of small coal kilns have been turned off. Therefore, coal has become in short supply, and the demand for economic recovery has increased. Performance. However, the rise of traditional energy should actually be not particularly strong. More places are still due to energy shortage, and energy prices have risen. Traditional energy is a periodic sector. When it rises, it is fast, and it is fast when it falls, so it is necessary to do some band operations appropriately. At present, the traditional energy sector has gradually possessed investment risks and should be cautious.

Investment still depends on the general direction, and the general direction is still new energy. In the long run, new energy can represent the direction of future development. New energy replacing traditional energy is the general trend, including photovoltaic, wind power, new energy vehicles, etc., and other performances. However, although the new energy industry is a future trend, if it is short -term, it is recommended to lay a proper layout at the bottom. When the new energy performance is better, it will make a timely profit. You can also choose both companies. For example, some companies in the power sector are also traditional energy, but many companies do both coal and photovoltaic power generation, so that it has the dual characteristics of old and new energy, and the investment success rate will be relatively high.

At present, in addition to the relatively weak performance of the consumer sector, the number of new energy and other track sectors has risen sharply, which has driven the popularity of the entire market. It is also expected to lead the broader market to gradually break away from the bottom area and reverse the previous trend of falling. In September, the A -share market may usher in an inflection point, and now the signs are becoming more and more obvious. Although some of the factors that affect the market have not been completely eliminated, they have improved in the margin, or they have been fully expected by the market. The factors that suppress the market rising are gradually decreasing. (Zhongxin Jingwei APP)

(The views in the article are for reference only, do not constitute investment suggestions, have risks in investment, and need to be cautious to enter the market.)

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