Along with the vigorous advancement of supply-side reforms, de-capacity in the energy industry has become the top priority of the “Thirteenth Five-Year Plan” energy plan to be issued in the first half of the year. The traditional energy industry with severe overcapacity has not been a new project in principle during the first three years of the 13th Five-Year Plan period. Allow wind power to properly abandon wind, and actively promote CSP demonstration. At present, both wind power and photovoltaic power generation have entered a period of rapid development. The hours of photovoltaic and wind power generation are only less than 40% of the average hours of hydropower and thermal power generation. In the next five years, the growth rate of wind power, photovoltaic and other renewable energy installations will reach at least 20%, and the development prospects are broad. During the "Thirteenth Five-Year Plan" period, China will continue to be the world's strongest growing photovoltaic market. In the short term, funds that redistribute wind power and photovoltaic equipment industry chain stocks will take the lead.

 

According to data from Jinniu.com, in the fourth quarter of 2015, a total of 224 open-ended active stock hybrid funds deployed 63 new energy concept stocks, most of which are related to the wind power photovoltaic industry. Among them, Nordic Cycle, Huitianfu Environmental Protection Industry Stocks, Hongde Prosperity Hybrid, Castrol Cycle Optimal Hybrid, Castrol Reverse Strategic Stocks, Nuando Strategic Hybrid, China Merchants Sports Culture and Leisure Stocks, and heavy storage of concept stocks accounted for the net value Before, they all exceeded 10%. In terms of performance, in the past month, as of March 23, 2016, Castrol Cycle Optimized Hybrid and Castrol Reverse Strategy stock equity rose by 4.09% and 4% respectively, ranking 84th and 91st among 1342 open stock funds in the same period. During the same period, the Shanghai Composite Index rose by only 3.67%. In addition, the Nordic cycle, Huitianfu environmental protection industry stocks, and Hongde Prosperity Hybrid achieved net gains of 2.84%, 2.7%, and 1.65%, respectively. Nuando's strategy mix and China Merchants Sports, Culture and Leisure stocks saw small increases in net worth, 0.8% and 0.74%, respectively.

 

The Norder Cycle and Huitianfu environmental protection industry stocks each re-arranged three concept stocks. Both are optimistic about the leading photovoltaic concept stock Linyang Energy, and their shareholdings account for 6.64% and 8.96% of net worth, respectively. Linyang Energy owns an integrated energy interconnected power sales platform of “distribution and distribution”, and its distributed scale is rapidly expanding, driving its continued high growth. Huitianfu's balanced growth mix and Huitianfu's value-selected mixed industry have allocated the stock heavily.

 

Nuode Cycle also allocates two photovoltaic concept stocks, Kuangda Technology and Longji. Kuangda Technology is a low-valuation, high-growth, high-quality target. Recently, it has raised funds to increase investment in the construction of photovoltaic power plants, and has also continued to increase its holdings by controlling shareholders. Castrol Strategy Mix and Castrol Return Mix also entered the stock in the fourth quarter. Longji is the main producer of photovoltaic monocrystalline modules. Under the background of the continuous release of supporting policies and technological progress in the photovoltaic industry, the scale of its monocrystalline modules is expected to usher in explosive growth. E Fund's flexible allocation and ICBC's strategic transformation stocks also hold more than 3% of its own net worth.

 

Huitianfu environmental protection industry stocks are additionally equipped with Tianqi shares and Tongwei shares, which belong to the concept of wind energy and solar energy. Tianqi Co., Ltd. has been committed to adjusting the wind power business in the past few years. The main products have been transformed into castings and machined products. The profit of the wind power business has continued to improve. Boshi's outstanding brand hybrid (LOF) and Xinhua industry rotation configuration are also optimistic about the stock. Tongwei's "fishing and light integration" business combines fishery and photovoltaic power generation, water power generation, and underwater aquaculture to achieve a parallel mode of breeding and power generation. Due to its strong reproducibility, this model has huge development space. Castrol Research Select Mix also included it in the heavy storage stocks.

 

In addition to the above-mentioned fund re-allocation concept stocks, among other concept stocks, the concept stocks held by more than 10 active-share mixed fund holdings include Jin Lei Wind Power, Taihai Nuclear Power, Little Swan, Vantage, Hongfa , Sichuan Investment Energy. The mix of rich countries 'driving forces for reform, the development of rich countries' cities and towns, the growth of Zhejiang's business gathering tide industry, the integration of Dacheng Jingyang's leading mix, and the quantitative strategy of China Shipping ranked first. Fund investors who are optimistic about the new energy concept can focus on it.