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    Step on the rhythm to catch the hot spot 22 funds have earned 50% this year

    2019-03-14 09:12:28

    Shanghai Securities News Xie Dafei

    Although the Shanghai Composite Index has started to oscillate around 3,000 points in recent days, the sharp rise since the beginning of the year has already caused a large number of funds to earn a lot of money. As of March 12, the number of partial stock funds with a net increase of more than 50% since the beginning of this year has reached 22. Among them, Yinhua's domestic demand selection has increased by more than 60% this year, up to 64.87%. At the same time, due to the left side of the position at the end of last year, the current 7 net funds of Qianhai Kaiyuan Fund have increased by more than 50% this year.

    Although some of the breeding stocks suffered a major adjustment yesterday, there are still outstanding fund managers who said that the future is still optimistic about the opportunities in the agricultural sector. Their logic is that, due to the current large-scale efficiency improvement space in China's livestock and poultry breeding industry, it is still a blue ocean for high-quality enterprises. In the future, high-quality listed companies will have investment opportunities with rising prices.

    A large number of funds have risen by more than 50% this year.

    The data shows that as of March 12, as the market continued to pick up, there were 22 partial stock funds with a net value of over 50% this year. Most of these funds are funded by Yinhua, Boss, Qianhai Kaiyuan and Wanjia. product.

    Among them, among the top-funded funds with the highest net value growth this year, Yinhua's domestic demand selection has become the only fund with a net value increase of over 60% this year. Statistics show that the fund's net value has risen by 64.87% since the beginning of the year. Followed by the Guotai Rongan multi-strategy, ICBC Credit Suisse's theme strategy, Golden Eagle theme advantage and Yinhua agricultural industry, the net value increase this year is 57.17%, 56.95%, 56.7% and 56.09%.

    The Shanghai Stock Exchange found that among the top five products with net value growth this year, three products have re-stocked the relevant stocks in the agricultural sector in the fourth quarter of 2018. For example, the relevant fund’s 2018 Four Seasons report shows that Yinhua’s domestic demand for the first Awkwardness isShengnong DevelopmentAnd the Golden Eagle theme advantage and the Yinda agricultural industry's first heavyweight stocks areWen's shares.

    It is worth noting that among the 22 outstanding funds, there are many funds under the Qianhai Open Source Fund that are “listed on the list”. In the fourth quarter of last year, when the market bottomed out many times, Qianhai Open Source Fund first shouted a full jiacang and made the layout on the left. Therefore, the company's many products due to the precise timing, in this year, the market quickly recovered after the timely enjoyment of the market dividend.

    According to statistics, as of March 12, including the comparative advantages of Qianhai open source countries, Qianhai Kaiyuan Hengyuan, Qianhai Kaiyuan Shanghai and Hong Kong deep advantage selection, Qianhai open source industrial revolution 4.0, Qianhai open source refinancing theme selection, etc. 7 Only funds have risen more than 50% this year.

    The market outlook is still optimistic

    Behind the surge in the net value of these funds, they all contain the unique investment logic of fund managers. So, how do they view the market outlook?

    Wang Xiang, manager of Yinhua Agricultural Industry Fund, believes that the future will focus more on agriculture, forestry, animal husbandry, fishery and consumer goods. He said that in 2019, he will continue to adhere to the bottom-up stock picking ideas and select sub-sectors with better prosperity to invest. Specifically, industries with higher macroeconomic correlations may have opportunities for excess returns, while industries with countercyclical and independent cycles have obvious comparative advantages, such as agriculture, forestry, animal husbandry and fishery, media, computers and new energy. In this context, the market outlook will focus more on agriculture, forestry, animal husbandry and fishery and consumer staples.

    Qiu Jie, a senior fund manager of Qianhai Open Source Fund, said that he is currently optimistic about TMT, agriculture and non-bank finance. He believes that under the background of 5G construction, the innovation of communication technology will bring about a series of industrial chain changes, with information such as large space, good growth and strong extensibility in related fields such as information exchange and integration, advanced manufacturing, etc. Therefore, related quality companies currently have good investment value.

    In addition, Qiu Jie is also more optimistic about the agricultural sector. His logic is that, due to the current large-scale efficiency improvement space in China's livestock and poultry breeding industry, it is still a blue ocean market for high-quality enterprises. Therefore, high-quality listed companies will have investment opportunities with rising prices. In terms of non-bank financial sector, Qiu Jie believes that the brokerage industry will enter a new cycle of innovative profit growth. "At present, the capital market will face major changes. The establishment of the science and technology board and the pilot registration system will allow the securities industry to usher in important development opportunities. The quality enterprises in the industry will grow rapidly," said Qiu Jie.

    Fu Wei, the fund manager of Xinhua's epitaxial growth theme, said that the equity market has rebounded sharply this year, but the overly hot market has caused the risk to accumulate rapidly. Therefore, the current market adjustment is healthy. As the overall valuation of the market is still in a historically low position, it is expected that the adjustment time and scope will be limited. After the adjustment, the market is expected to continue to fluctuate upward.

    "On the one hand, on the one hand, we are optimistic about the strategic emerging industries that are in line with the transformation and upgrading of the economic structure and facing the future, such as 5G construction and related applications, chips, self-controllable, biomedical and advanced manufacturing industries; on the other hand, we are optimistic about the industry boom. The bottom turning point is upward or the industry where the turning point is about to occur, such as consumer electronics, cultural entertainment, etc." Fu Wei analyzed.

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    Editor in charge: Huang Kai RF13494

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