Focus on the new energy industry portfolio adjustment report

With the deepening of the contradictions between the increasing consumption of traditional energy in the world and the relatively limited reserves, new energy has gradually become the focus of the energy industry and even the global economy.

New energy, as a supplement and alternative to traditional energy sources, includes the development and application of solar energy, wind energy, and nuclear energy, and it continues to expand its use and transformation into the concept of a new energy vehicle that is currently in full swing. Many listed companies in the A-share market have also started to involve this industry with broad prospects. According to statistics, more than 100 listed companies in the new energy concept have become the most sought-after hot spots in the market.

After the Copenhagen conference, low carbon entered the field of vision. Low-carbon energy conservation and emission reduction have risen to become a major national strategy. There are also many companies involved in listed companies. There are more than 100 related concept companies. We believe that energy-saving and emission reduction with low carbon as the goal will become an important hot spot in the next 5-10 years. Based on the above background, we introduce this combination. This combination will be selected through the in-depth analysis of new energy and low-carbon energy-saving and emission-reducing listed companies in the A-shares, and will be selected from the perspectives of industry development, future growth space, and the company’s financial and operational management. Growth related concepts company. We reduce the combined non-systematic risks by assigning certain proportions to different sub-concept industries. This combination has strong returns and volatility, and is suitable for investors who have higher risk tolerance ability and pursue higher returns.

This week, the combination remains unchanged. Mainly based on the broader market is still in the shock adjustment period, not suitable for more radical configuration. Judging from the combination of layout, we are still the most optimistic about the opportunity of solar energy concept. The recent introduction of a series of favorable policies will take time to translate into actual performance improvement. We insist that solar energy still has a stronger prospect for wind energy.

From the weekly performance of positions held by stocks, Ningbo Yunsheng was active and relatively strong. It is expected that if the broader market still maintains a weak position, there are still opportunities for speculation as individual stocks that have been active, but investors are advised not to focus on stock allocation. Restructuring risk. Haitong Group has shown signs of stabilization and investors can pay appropriate attention.