In the ups and downs of 2021, there is nothing more exciting than investing in funds. The ups and downs of the market and the "turn of fortune" fund investment market often allow investors to experience the reincarnation of the world in a short period of time~

In the ups and downs of 2021, there is nothing more exciting than investing in funds. The ups and downs of the market, "Feng Shui takes turns" 's fund investment market, often allows investors to experience the reincarnation of the world in a short period of time~

If you love someone, let him invest Fund it.

If you hate a person, let him invest in a fund.

...

This year, the topic of funds has become more and more popular. It is frequently mentioned in Weibo hot searches, all of which are related to the violent fluctuations in the market. (It seems there are no good things~)

As a loyal practitioner of index investment, I have always felt that for most ordinary investors, ETF is still a suitable choice for investors to enjoy the dividends of industry development.

In fact, compared with the market index that has remained unchanged for ten years, many sub-industry indexes have indeed increased significantly.

I combined the views of major brokerages and found that most people believe that next year's A-share market will still show structural trends.

Next, I will sort out the performance of Southern Fund’s main industry ETF funds during the year. also has the latest outlook of our fund managers on various industry sectors. hopes to give our ETF investors a piece of reassurance ~

01

real estate ETF (512200)

real estate ETF (512200) cumulative return rate during the year Trend

For a long time in the past, the CSI All Real Estate Index has been called the "most handsome boy" among industry indexes. Wind data shows that since 2005, the cumulative income of has reached 355%

In fact, from the perspective of the primary market, real estate is also the most popular private investment market in China. Investors who invested in real estate in the early stages are often considered to have caught a ride on the country's fortunes.

However, with the implementation of the "housing for living, not for speculation" series of policies, this year's CSI All-Share Real Estate Index has stumbled.

The successive outbreaks of debt crises among leading real estate companies in the third and fourth quarters of this year have brought the already precarious real estate market to the brink of danger again.

As the saying goes, after the chaos comes great peace, the good news is that the real estate market has shown positive signs recently. The recently concluded Central Economic Work Conference showed a clear shift in its attitude towards regulating the real estate market. Coupled with the RRR cut, the release of 1.2 trillion in liquidity can be regarded as a shot in the arm for the real estate market.

Generally speaking, as expectations for the future real estate market gradually shift from caution to optimism, related real estate industry ETFs still have certain investment value. Friends, you can pay attention to ~

"In the medium and long term, housing for living and not for speculation is the general direction, but the risk of rapid real estate downturn in the short term is controllable. From an investment perspective, the real estate industry still has the necessity of allocation, and the asset quality is excellent. Real estate, leading companies will receive continued attention from investors. "——Sun Lumin

02

New Energy ETF (516160)

New Energy ETF (516160) Cumulative yield trend during the year

Source: Tiantian Fund Network, 2021.01.01~2021.12.29

When I go to work every day, my most intuitive feeling is that there are more and more new energy vehicles on the road.

" carbon neutral " As a national development strategy, new energy is undoubtedly the main line of investment with a high degree of growth certainty.

Looking at the whole year, new energy index funds are also the most popular fund type, especially in the second and third quarters of this year, carbon reduction is in full swing, and the new energy sector has also soared successfully.

However, starting from October, the new energy sector subsequently experienced a correction and is still in a state of shutdown.

However, if we look at it from a long-term perspective, with the support of favorable national policies, new energy may still have obvious long-term investment value, and it is also a track worth focusing on in the new year of .

"The new energy industry is optimistic about its long-term growth in the next ten years. This is a change in the energy structure that the world has reached consensus on. In this process, we must firmly believe that it is a very good industry. As long as its growth continues, The stock price will definitely be reflected in the realization of performance. "——Xiong Lin

03

Medical Industry ETF (159877)

Medical Industry ETF (159877) Cumulative return trend during the year

Source: Tiantian Fund Network, 2 021.01.01~2021.12.29

Medical industry How proud we were last year, we will be disappointed this year. The ups and downs are a true reflection of the market conditions of the medical sector in the past two years. At the same time, the medical sector has the characteristics of high volatility, and the roller coaster-like market is simply a game of heartbeats. The reason is that on the one hand, this is a natural correction after the price of , the leading stock in the industry, surged. On the other hand, there may be a trace of concerns about policies.

I think that looking forward to the future of the pharmaceutical industry, we still need to return to the long-term growth logic of the entire pharmaceutical industry. With the aging of the population and the improvement of residents' health awareness, the pharmaceutical sector still has certain investment value. In fact, with the general direction of the unchanged pace of medical reform, market sentiment has improved significantly, and the medical sector as a whole has shown signs of recovery. After several months of adjustments, the valuation of the medical sector is at a historical low, and small partners may usher in good opportunities for deployment.

The benefits brought by the epidemic to the pharmaceutical sector can still be sustained in 2022; in addition, with the advancement of normalization of centralized purchasing, after generic drugs have successively entered the national and local centralized purchasing lists, there is not much existing generic drug business, so drug collection The impact of mining on the company's business is also weakening at the margin. ”——Wang Zhengjiao

04

Bank ETF Fund (512700)

Bank ETF Fund (512700) Cumulative return trend during the year

Source: Tiantian Fund Network, 2021.01.01~ 2021.12.29

In the past ten years, China Securities Bank Index Eight of them have achieved positive returns in the fourth quarter, which may reflect, to a certain extent, the steady investment preference and valuation switching effect of investors settling in for safety near the end of the year.

However, the market situation in the banking sector this year is still relatively flat. . I think the reason is that the market is currently in a state of continuous water release, and banks have not received enough benefits, because the bank's asset-side yield is declining rapidly, but the liability side still has a certain degree of rigidity.

Banks are essentially immune to the economic cycle. In response, it will have to wait until the economic cycle hits the bottom and starts to rebound upward.

However, from the perspective of sector valuation, the current valuation of the banking sector is at a historical bottom, and static returns are still very high. Attractive.

“The best time for banks to invest is when the economic cycle bottoms out, not when it goes down. The current economy is still in the process of finding the bottom. This bottom has not yet been seen, so banks are always under pressure. This is the situation of banks.”——Jin Lanfeng

05

Securities ETF Fund (512900)

Securities ETF Fund (512900) Cumulative return trend during the year

Source: Tiantian Fund Network, 2021.01.01 ~2021.12.29

From a full-year perspective, the performance of the securities sector is not It's satisfactory, but at present, the overall fundamentals of the sector are still in an upward stage of prosperity.

Combining various news aspects, from the launch of Science and Technology Innovation Board to Beijing Stock Exchange welcomes customers, the reform dividends continue. Release, the securities market is in an overall positive development trend.

As the wealth management market becomes increasingly prosperous, more and more investors are beginning to deal with securities firms.

Looking to the future, in the context of the continued explosion of residents’ financial management needs. There is a high probability that the securities industry will move into the upside space .

"The future performance of the securities market is still relatively good. Although it has experienced negative returns so far this year, there is a clear deviation between the fundamentals and the performance of the secondary market. Looking forward to next year, the securities sector still has a relatively large opportunity to obtain a positive return. ”——Sun Wei

06

Information Technology ETF (512330)

Information Technology ETF (512330) Cumulative return trend during the year

Source: Tiantian Fund Network, 2021.01.01~20 21.12.29

Looking back at the whole year, CSI 500 Information Technology Index is still Achieved considerable growth, as we all know, manufacturing is the foundation of the country , the CSI 500 Information Technology Index weight sector covers the manufacturing and information technology industries, which can be described as both soft and hard.

With , "next year is the big year for the technology sector" has become. All parties agree that domestic substitution of semiconductors will continue to accelerate.

The stock selection ideas of the Southern Information Technology ETF closely track the industry development trend, and may also be one of the investment targets worthy of everyone's attention.

"The growth bias represented by the semiconductor manufacturing industry. The sector represents the general direction and trend of China's future economic transformation. Whether it is the index of semiconductor or , or whether you are a fund manager in the technology track, the performance of the product fluctuates relatively large, and it requires holders to have a certain amount of patience. ”——Xia Yingying

Conclusion

Short-term fluctuations in market conditions are always unpredictable. What most people can do is to grasp the certainty of industry development amid uncertainty. To practice long-term investment concepts, ETF may be a very suitable For ordinary investors, ETFs have low transaction costs, effective tracking indexes, good liquidity, and transparent operations, which can effectively improve the investment experience.

In the coming new year, I will continue to accompany you to share the process of investing in ETFs. The pain and joy in life ~

"Investment is risky, so be cautious when entering the market"