The performance of equity funds in the past month has continued to restore

Pan Yue drawing

As of July 8th, the turnover of Shanghai and Shenzhen cities exceeded trillion yuan in consecutive trading days in a row. Benefiting from the recent recovery of the A -share market, Wind data shows that in the past month, more than 90 % of the equity funds have continued to "return blood". Looking forward to the market in the second half of the year, a number of funds stated that the improvement of corporate profitability will provide action for the equity market.

New Energy Theme Fund's performance is top

Specifically, in the 808 ordinary stock funds (not merged A/C) in Wind statistics, about 775 only achieved positive returns for nearly a month; of 1699 passive index funds, 1584 only realized positive income; 333 enhanced indexes only enhanced the index Among the funds, 326 only achieve positive income; of the 3206 partial stock hybrid funds, 3011 only achieved positive income; of 2319 flexible configuration funds, 2190 only achieved positive returns; Realize positive income. On the whole, the positive income of equity funds accounted for 93%in the past month.

At present, how does 170 fund managers who have a management scale above tens of billions and in charge of partial stock products have performed in a comprehensive comprehensive performance in the near future? The performance index of Wind Fund Manager shows that 161 fund managers have risen in recent days. Among them, 19 fund managers such as SDIS Shi Cheng, TEDA Manoli Wang Peng, Oriental Fund Li Rui, Agricultural Bank of China Xing Junliang, and Yi Fangda Qihe have increased by more than 10%. From the perspective of specific products, Gram Management China -Europe Medical Innovation A, Zhao Bei's ICBC Credit Credit A and Wang Peng Management of TEDA Manulife Transformation Opportunity A Although the total return has been negative since this year, the total return in the past month is 13.43, respectively 13.43, respectively 13.43, respectively. %, 9.40%, and 12.11%; in addition, Huitian Fuyingxin flexibly configures A. The research drive A. The return of A. The return of A. The return of A in the past month has exceeded 20%. %And -30%.

Judging from the performance of the well -known fund manager's heavy positions, Liu Gezhang's heavy warehouse's well -off shares have risen by more than 96%in the past 60, and Jinlang Technology has risen by more than 71%; Eight stocks such as the environment have increased by more than 40%on the nearly 60 days; 10 stocks including Tongwei shares, Tianci Materials, Kang Longcheng, and El Ophthalmology of Grandon have increased by more than 30%. He shares, Luzhou Laojiao, Wuliangye, Meituan-W-W increased by more than 20%on the past 60s.

Recently, products with the highest performance involve popular themes such as new energy, high -end manufacturing, and biotechnology. Especially driven by the rebound of the new energy sector, a large number of related funds benefit. Wind data shows that since April 27, new energy sectors such as battery themes, new energy vehicles, and photovoltaic products such as battery themes, new energy vehicles, and photovoltaic products have increased by more than 60%.

Growth style in the second half of the year may take advantage

In 2022, the investment schedule is more than half, how to seize the investment opportunities in the market as the focus of the attention of many investors. Jiyu studied that in the survey of the rights and interests of the equity fund in the past week, most of the views believed that the economic restoration after the epidemic was relatively obvious, and most industries at the bottom still had a large investment cost -effective. Under the rejuvenation of the liquidity, the company's profit bottoming rebound in the third and fourth quarters, and the stimulus policy of stimulating policies in the third and fourth quarters, the improvement of corporate profitability will provide motivation for the upward of the equity market, which is relatively optimistic about the overall market trend in the second half of the year.

According to Chen Guo, chief strategy officer of CITIC Construction Investment Securities, the market is expected to dominate the structural market in the second half of the year, and the growth style may be better. Standing at the current point, Tedda Manuli also suggested that investors' balanced layout and moved the camera, focusing on structural opportunities in the field of growth, consumption and stable growth. "The sprint pressure of institutional performance rankings at the end of the season, driving the market to rebound strongly, also exacerbated the rotation rhythm of the industry. Market hotspots transferred from new energy vehicles to food beverages and scene consumption. In the context of more scientific and accurate domestic epidemic prevention policies, the market has more positive expectations for recovery. However, it is still necessary to pay attention to the uncertainty of the rebound of related industries.

Li Dehui, a senior fund manager of the Morgan Fund, believes that from the perspective of the industry, it is optimistic about new energy, semiconductor, military industry, high -end consumption and finance and other industries. For the photovoltaic industry, the current high global energy prices have prompted countries to continuously install photovoltaic installation, which in turn makes demand beyond expectations. In addition, the price of oil prices has risen to superimposed the purchase tax reduction policy, promoting the rise of new energy vehicle sales, and the reconstruction of corporate brands or new technology development may bring greater opportunities. Zhao Longlong, manager of Shanghai Town Morgan Fund, said that based on the current time, in terms of the new energy industry chain, it will pay attention to the new opportunities of batteries, materials and new technologies with good competitive landscapes. Advantageous enterprise.

Zou Hui, director of the Rights Research Director of the Industrial Fund, believes that in the context of the high overseas energy prices, the overseas demand of the photovoltaic industry is continuously exceeded. At the same time The core factor of the rebound of the sector. However, the current new energy industry fluctuates a lot. In the short term, the static valuation level of the new energy sector is indeed not low. It may occur in the next step. The development will move forward. In addition, when talking about the recent active pharmaceutical sectors, Morgan Stanley Huaxin Fund believes that after the adjustment of the pharmaceutical sector since the middle of last year, it has entered the mid -to -long -term value interval of the layout. Active changes in the end and industrial end, and the investment opportunities of the market market are better. Tianfeng Securities also stated that from the perspective of public funds holding positions, the super proportion of medicine is at a relatively low level in the past ten years, and some short -term active changes are guiding the pharmaceutical sector out of the bottom area.

"The short -term market has experienced a lot of gains, and there is no need to panic if it encounters shock adjustment. We believe that the market's high probability in the third quarter will maintain the trend of shocks up." TEDA Manley said.

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