On December 22, Penghua WoXin hybrid securities investment fund (hereinafter referred to as "Penghua WoXin hybrid fund") announced that the fund was established on December 21, with an initial offering of 3.103 billion yuan and 39386 valid subscriptions.
The stock assets and depositary receipts invested by Penghua WoXin hybrid fund account for 60% - 95% of the fund assets, of which the stocks invested in the general standard of Hong Kong stocks account for no more than 50% of the stock assets. Meng Hao is the fund manager of the fund. Meng Hao said that there are still structural investment opportunities in the market in 2022, and he is optimistic about investment opportunities in new energy, military industry and consumer goods.
Meng Hao pointed out through specific analysis that in the subdivided industries of new energy track, he is first optimistic about photovoltaic. In China, affected by supply this year, industries such as EVA particles and silicon materials of adhesive film are expected to release production capacity next year, and the expectation of photovoltaic demand growth next year is relatively optimistic. Overseas, Europe and the United States have a relatively consistent consensus on new energy. It is expected that the PV installation opportunity will be 220gw-250gw next year, an increase of about 50% compared with this year. In the photovoltaic industry chain, focus on components, adhesive films and inverters.
In addition, Meng Hao said that he would also be optimistic about military industry and consumer goods next year. Under the trend of increasing expenditure in the future, the orders and revenue growth of upstream devices and parts companies have increased rapidly, and the valuation of the military industry sector is in a reasonable state compared with other growth sectors. Next year's military industry market is worth looking forward to. In terms of consumer goods, in China's large market with a population of 1.4 billion, there are still many emerging consumption and investment opportunities. In the short term, the dynamic sales and inventory of the consumer industry are relatively weak, but there are still structural opportunities for innovative products.
(China Securities Journal · China Securities Network)
