China Securities Network News (reporter Zhang Shulin) On March 2, the three major A-share stock indexes fell in shock, but the carbon neutral concept sector rose sharply against the market. As of the close, the Flush Carbon Neutral Concept Index rose by 8.06%, and 8 concept stocks such as Kaier New Material, Nanda Environment, Southern Grid Energy, and Sinoma Energy Conservation rose and stopped. Zhao Yuanyuan, investment director of Jianhong Times, said that in the medium and long term, it is recommended to pay attention to carbon neutrality and automobile intelligence.
Zhao Yuanyuan said that the recent market volatility is relatively large, mainly because it is affected by both domestic and international economic cycles. However, in the short term, the market adjustment is basically in place. For the future market, she said that on the one hand, she is optimistic about the non-ferrous, petrochemical and overseas travel sectors driven by the strong recovery of foreign economies; on the other hand, she is optimistic about the insurance sector that is favorable to the rise in domestic nominal interest rates.
In the medium and long term, Zhao Yuanyuan suggested paying attention to the opportunities brought about by carbon neutrality, automotive intelligence, and demand-side reforms. China's carbon neutrality policy and the US carbon emission reduction policy, in addition to bringing opportunities to photovoltaic and wind power, will also be conducive to carbon capture and carbon trading.
In addition, she believes that at present, most of the Internet giants and hardware giants at home and abroad have released their own smart car strategies, and the electronics, operating systems, data mining, and algorithms related to automotive intelligence will benefit from this.
As an emerging private equity firm established in 2015, Jianhong Times has performed well in recent years, and its Jianhong Absolute Return No. 1 yield ranked first in 2020 equity strategy products. Zhao Yuanyuan said that the company is relatively focused on the top-down timing strategy, first focusing on large-scale asset allocation, followed by industry rotation. When selecting individual stocks, the three factors of good track, the company's competitiveness and industry demand matching degree, and the company's strategic thinking and industry development path matching degree are comprehensively considered.
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