Since 2022, with the changes and development of various factors, the A-share market has intensified its shocks and fluctuations, and various industries have experienced huge differentiation. This also shows that if you want to invest in value, it is inevitable to face market fluctuations, but the premise is that you must be optimistic about the long-term development of the industry.
From April 27 to June 27, the major indexes of A shares all rose by more than 10%. In particular, the " carbon neutral " sector, represented by power equipment, automobiles, and new energy, performed particularly well, with many The index of each sub-industry rose by more than 20%.
From April 27 to June 27, the major A-share indexes rose by more than 10%, especially the "carbon neutral" sector represented by power equipment, automobiles, and new energy, which performed particularly well, with multiple segments The industry index rose by more than 20%.
Since the beginning of this year, the sector represented by "carbon neutrality" has experienced relatively large fluctuations. What the market is worried about mainly includes the fundamentals of the economy and the suppression of related companies by changes in currency liquidity.
However, from the longer-term significance of "carbon neutrality", short-term fluctuations have not affected the long-term development pattern. This is the core reason why the relevant sectors have received more attention from the market and have rebounded strongly.
From the perspective of global development trends, the development goal of " carbon peak and carbon neutrality" will reshape the energy structure.
In September 2020, our country proposed at the United Nations General Assembly that it should "increase the intensity of its nationally determined contributions, adopt more powerful policies and measures, and carbon dioxide emissions strive to reach a peak (carbon peak) before 2030. Strive to achieve the goal of carbon neutrality by 2060.”
On March 5, 2021, the Government Work Report of the State Council pointed out that we should do a solid job in carbon peaking and carbon neutrality, formulate an action plan to peak carbon emissions before 2030, and optimize the industrial structure and energy structure.
Fundamentally speaking, carbon neutrality has become an important national strategy. The height of the development strategy determines that this topic will be protected by policies for a long time and has a broad market in a variety of industry segments.
This long-term policy predictability may constitute a high degree of certainty for the future growth of the "carbon neutrality" theme.
Carbon neutrality also involves many industries:
From the perspective of carbon emissions in various industries: electricity, steel, building materials, nonferrous metals, chemicals, and construction are the main source industries of carbon emissions. They are also the core areas of the rise of new technologies and carbon emission control. .
Nowadays, almost all walks of life are emphasizing low carbon. As oil prices continue to rise, new energy vehicles have gradually become the first choice for users. In addition, clean energy power generation (such as wind power, hydropower, etc.) may become our main source of electricity in the future.
Data source: "China's 2030 Energy and Power Development Planning Research and 2060 Outlook", compiled by the Wealth Management Department of GF Securities
Data source: "China's 2030 Energy and Power Development Planning Research and 2060 Outlook", compiled by the Wealth Management Department of GF Securities
Major economies such as the United States and the European Union also place "carbon neutrality" as a top priority.
US President Biden has planned a large-scale expenditure plan of about 10 trillion in the next 10 years, of which the expenditure plan for new energy projects is about 2 trillion. Biden attaches great importance to upgrading domestic infrastructure, increasing construction, energy conservation and environmental protection, and setting carbon emission targets.
The European Commission announced the "REPowerEU" energy plan and decided to ban the sale of fuel vehicles in the EU by 2035, accelerating the electrification process.
("carbon peak" and "carbon neutrality" goals of major countries around the world)
It can be seen from this that carbon neutrality will be a very valuable track for investment, and will continue to advance in carbon neutrality. Next, if you want to participate in the new energy investment wave but are worried about its high volatility, you can consider the SEEE Carbon Neutral Index with higher defensive attributes~
html On June 28, the first batch of domestic tracking CSI Shanghai Environmental Exchange Carbon Neutral Index 8 ETF products were officially approved.
This also means that investors can participate in carbon-neutral investments through ETFs and are expected to share the long-term growth dividends of the industry.
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[Disclaimer] The views in the article are for reference only and do not constitute investment advice. Investments are risky, so be careful when choosing ~
