In the second quarter, the top ten heavyweight stocks of public funds were released and the new energy sector was brilliant

　　Sinochem New Network News On July 21, the second quarterly report of public funds was basically disclosed
.
Data show that as of the end of the second quarter of 2022, the net asset value of public funds was 26.
27 trillion yuan, exceeding the 24.
87 trillion yuan at the end of 2021 and hitting a new record high
.
Among the top ten heavyweight stocks of public funds in the second quarter, new energy stocks accounted for half of them, including CATL, LONGi Green Energy, BYD, Huayou Cobalt, and Yiwei Lithium Energy
.

　　As of the end of the second quarter, CATL had a total market value of 111.
953 billion yuan, LONGi Green Energy 66.
164 billion yuan, BYD 35.
937 billion yuan, Huayou Cobalt 32.
379 billion yuan, and Yiwei Lithium Energy 30.
016 billion yuan
.

　　Among these 5 new energy stocks, except CATL, the remaining 4 have disclosed the pre-increase announcement in the interim report
.
BYD estimates that the net profit attributable to shareholders of listed companies in the first half of the year is 2.
8 billion to 3.
6 billion yuan, a year-on-year increase of 138.
59% to 206.
76%; net profit after deducting non-recurring gains and losses is 2.
5 billion to 3.
3 billion yuan, a year-on-year increase of 578.
11% to 795.
11 %
.
LONGi Green Energy expects to achieve a net profit of 6.
3 billion to 6.
6 billion yuan in the first half of the year, a year-on-year increase of 26% to 32%
.
Huayou Cobalt expects a profit of 2.
2 billion to 2.
6 billion yuan in the first half of the year, a year-on-year increase of 49.
86% to 77.
11%
.
Yiwei Lithium Energy estimates that the net profit attributable to shareholders of listed companies in the first half of the year is 2.
726 billion to 3.
056 billion yuan, a year-on-year increase of 65% to 85%
.

　　Wang Pei, manager of the 10 billion fund of China Europe Fund, said that the structural market of A shares is still very significant, and the new energy industry has obvious advantages over other industries in terms of fundamentals and emotions, and there has been a relatively large rebound
.

　　Affected by "double carbon" and other factors, China's new energy vehicle and photovoltaic industry chain ushered in development opportunities
.
According to data released by the China Association of Automobile Manufacturers, in the first half of the year, China's automobile production and sales reached 12.
117 million and 12.
057 million respectively
.
In particular, the export of new energy vehicles is booming, and some companies have successfully entered the markets of countries and regions such as Europe
.
The hot sales of new energy vehicles have driven the demand for lithium batteries and lithium ion separators
.

　　From the perspective of the photovoltaic sector, the world is accelerating the transition to clean energy, and the photovoltaic industry continues to grow at a high rate, especially in the European and domestic distributed markets
.
In the first half of the year, about 70% of the profits of the photovoltaic industry chain were concentrated in the silicon material and silicon wafer links.
High-purity polysilicon materials were still the most in short supply of the entire industry chain.
At the beginning of the year, the price soared more than 3 times
.

　　Regarding the hot new energy sector in the securities market, Li Xiaoxing, a fund manager of Yinhua Fund, believes that the midstream materials of electric vehicles and photovoltaic manufacturing in the new energy industry should be treated with caution
.
He is more optimistic about electric vehicles, some midstream material segments, as well as green power operators, energy storage industry chains, and some wind power components
.