Grasp the industrial upgrading dividends, Hua'an Fund's new product of Hua'an Industrial Trends is about to be released

In recent years, the pace of industrial upgrading in my country has continued to accelerate. Driven by the market size, industrial cluster and engineer dividends, the transformation of "Made in China" to "Chinese creation" is just around the corner. In this process, wealth of bidding will emerge. It is understood that Hua'an Industrial Trends (Class A: 014987, Class C: 014988) will be officially issued on July 18th. Enterprises provide investors with the "through traffic" of high -quality industries.

In the direction of investment, Hua'an Industrial Trends will focus on the three major high -speed growth industries that benefit from the trend of industrial upgrading in the two cities of A shares and Hong Kong stocks. One is the new energy vehicle, photovoltaic, and wind power under the cleaning of energy reduction and promotion of clean energy, and the clean and transformation of traditional industries. , Energy -storage, new power system and other energy innovation areas, the second is the field of software and hardware manufacturing under the leadership of artificial intelligence and arms and arms and arms of chips, electronic components, software, materials/equipment, military arms and arms; The new consumer service areas under the leadership of the new types of catering, the new Internet format and other national self -confidence and consumption power upgrade, and strive to grasp the dividends in the process of my country's industrial upgrading.

Wang Chun, the proposed fund manager of the new product, is a "non -traditional" value master who has the experience experience of 20 years of experience in the certificate industry and has the experience of fund managers in the past 12 years. In his opinion, investment should seize the opportunity of the development of the times. , Investment in accordance with the trend of the times. Therefore, in the actual investment, the Huaan Fund Wang Chunhui Based on a full perspective investment idea, from the three dimensions of macro -verification, mid -view verification, and micro -verification, to find the great enterprises that meet the characteristics of the times, buy it with reasonable prices and long -term for a long time Holding, growing together. Specifically, macro -verifying the changes in economic policies, looking for large categories of assets that follow the fluctuations in the cycle of economic and policy, to verify the development stage of the industry, and the growth of micro -verification enterprises itself.

In terms of group management, Wang Chun, Hua'an Fund, focuses on pursuing better risks/income ratios. He will try to avoid the growth of a large number of ordinary or inferior enterprises in the market through individual stocks. The performance returns, at the same time, the moderate dispersing of the industry's holding industry, reduce the inferior factors of the unstoppable factors (such as the fluctuation of the prosperity cycle, etc.) to the extreme net value fluctuation risk brought by the combination. In addition, he also pays attention to the combined valuation protection and growth balance, and is open to the valuation methods of different growth stages and industries. Libraries reduced their holdings in batches, and new energy was reduced sharply at the end of 2021.

Good investment concepts will eventually reflect the performance of the product. Fund products that Hua'an Fund Management has been managed for more than a year have achieved good investment results. According to the funding report data from the fund, as of March 31, Hua'an Manuli's yield in the past five years was 155.19%, and the reference yield of the performance comparison of the same period was 20.25%; The yield is 6.19%; Hua'an Jinxiang's yield in the past year was 33.35%, and the reference yield of the performance comparison of the same period was -10.85%. From the perspective of similar performances, Galaxy Securities data shows that as of June 24, Hua'an Manuro ranked in the top 1/7 in the past 5 years, Hua An Zhizheng's selection of the top 9%in the past 3 years, and both funds have obtained. Five -star "praise", Hua'an Jinxiang ranked 8th in the past year.

As a manager, Hua'an Fund has excellent management capabilities and can escort the strength of new products. At present, the Huaan Fund's active equity investment team has gathered a number of professionals, and group groups in the style of the product and investment manager to strive to match the excess revenue of the fund manager internally and match the demand for the differentiated equity investment of investors. From the perspective of the overall equity investment results, Haitong Securities data shows that as of March 31, the absolute returns of the Huaan Fund Rights and Interest Fund in the past 5 years and 7 years were 114.40%and 131.91%, respectively. 77, with a significant lead. In addition, according to statistics from Tianxiang Investment Consulting, Hua'an Fund's active equity fund created 12.957 billion yuan for Kimin in 2021, ranking first in the "money list" of the entire industry's active equity fund.

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