The first eight public offering carbon and ETFs were officially approved. The index covered the Ningde era, BYD and other stocks

21st Century Business Herald reporter Wang Yuanyuan Shanghai report

On June 28, the reporter learned from a number of public fund companies that the carbon neutral and ETF products reported by the first eight public offering funds were officially approved, including rich countries, Guangfa Fund, China Merchants Fund, Southern Fund, Yifangda Fund, Huitian, Huitian Eight fund companies including Fund Rich, ICBC Credit, Dacheng Fund.

This indicates that the market will usher in the first real carbon neutral and ETFs. Carbon neutral and ETF tracks the carbon neutral index of the China Securities Stock Exchange (index abbreviation: SEEE carbon neutral; index code: 931755), which can make investors more convenient to participate in the "carbon neutral" related industrial chain high quality Long -term investment opportunities.

According to the fund company, the SEEE carbon neutrality index will reflect the overall performance of listed companies that have contributed to the national carbon neutralization of the A -share market. From the perspective of the index industry, the SEEE carbon neutrality index is mainly based on the two major directions of "deep low carbon" and "high carbon reduction" as the stock pool. Deep low -carbon refers to business focusing on clean energy and energy storage, green transportation, reduction of reduction, reduction Carbon and other fields; high -carbon emission reduction includes the direction of carbon technology, thermal power, steel, building materials, non -ferrous metals, chemicals, buildings and other directions, and screened 100 high -quality listed companies in them.

From the perspective of component stocks, as of June 22, 2022, the total market value of the sample company exceeded 10 trillion yuan, and the overall market value style was large. The number reaches 32. The top ten major ingredients cover the leaders of various industries such as Ningde, Longji Green Energy, BYD, Zijin Mining, and Yangtze River Electric Power, which can effectively share the long -term advantages of the "carbon neutralization" segment leader.

According to Wind data, as of June 16, 2022, since June 30, 2017, the cumulative increase in the SEEE carbon neutrality and annualized Sharp ratio was 106.70%and 0.73. The ratio of Shapep is 15.84%and 0.11, respectively, which has better risk -based cost -effectiveness. At present, the SEEE carbon neutralization index PE (price -earnings ratio) is 24 times, which is at the historical low point since the index listing, with high security margins and large upward spaces.

Wang Lele, director of investment in the ETF of Fargo Fund, said that the significance of "carbon neutrality" is self -evident. This is a promise of China to the world. In the process of promoting in the next 40 years, it will appear with industry -level investment opportunities.

With the issuance of the State Council's relevant opinions and action plans for carbon neutralization and carbon peaks, my country has made a overall deployment of carbon Dafeng and carbon neutralization. Set up phase targets for nodes and achieve stages. With reference to European and American experience, the transition period from "Carbon Dafeng" to "carbon neutrality" is 50-70 years, while my country has only 30 years, which means that maybe my country has a steep energy saving and emission reduction path.

Wang Lele believes that under this goal, it has a significant impact on traditional industries and new energy industries. Specifically, the proportion of clean low -carbon energy such as photovoltaic, solar energy, and wind power is expected to continue to increase, and the industry market has broad prospects. At the same time, high -carbon emissions industries such as coal and steel will also face the accelerated clearing of backward production capacity and the increase in concentration. It is expected to usher in a new round of "supply -side reform". On the whole, in the field of carbon neutral and related investment, the market space in the industrial chain is large enough. Chinese companies have global competitiveness, which will give birth to a big theme opportunity and world -class outstanding companies.

Luo Guoqing, the person in charge of the Guangfa Fund Investment Department, said that the fund products that tracked the index this time were approved and issued, providing investors with new analysis tools and investment targets, and further enhanced the green transformation and upgrading of the capital market service economy. The ability will make great contributions to the guidance of market institutions and ordinary investors in green investment.

Luo Guoqing said that Guangfa Fund attaches great importance to investment opportunities under the strategic goals of "double carbon", which has laid out the "carbon neutral and leading ETF", "battery ETF", "power ETF", and officially reported "Guangfa Gongfa in April this year. The registration application of the China Securities Shanghai EMB Carbon Zhonghe Trading Open Index Securities Investment Fund "can guide more social funds to invest in carbon neutralization and contributions through the method of layout of carbon neutral and theme index funds. Among the listed companies, the realization of the national strategy can be helped, and on the other hand, it can also be used by the inclusive financial method of public funds to facilitate investors to share investment opportunities in the field of carbon neutrality.

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