I don't know which new energy sector you are talking about, and I don't know if you are talking about stocks. I'll assume you're asking about stocks.

Take Three Gorges Energy as an example. I still did some homework. After all, I signed 14000 shares at that time, and even if I made 2000-3000 after signing, the total amount was a good income. Nature has great research value. Next, combined with the performance of this company these days, I will talk about my own views and some thoughts on the new energy sector by the way.

First of all, from a fundamental point of view, the growth of Three Gorges Energy in the past few years is still relatively high. Correspondingly, in the past four years, the gross estimate has exceeded 25%, and even exceeded 43% in the first quarter of 202/kloc-0. Then I think how to raise the valuation to more than 35 times according to the pricing of mid-cap growth stocks, and the hype is not too much. The dynamic P/E ratio on the third day of listing is about 20 times. One of my thoughts is that I sold half of it and left the other half. Although this is the first time in my IPO subscription and sale, I sold it at the beginning of listing.

Secondly, the main business of Three Gorges Energy is new energy, wind power, photovoltaic power generation, or domestic listed companies. I think the future business development is relatively secure, and I am still optimistic about the development of the company in the medium and long term. This is one of the reasons why I am willing to keep half. In addition, it has been regarded as the leading goal of carbon neutrality by the market. Although there is suspicion of theme stocks, I am still convinced by fundamental issues. After I sell half of it, the cost is close to zero, and the other part can be sold in the art category, just earning more and earning less.

Finally, talk about the prospects of the new energy sector. There is no doubt about this. The peak of carbon dioxide emission, carbon neutrality is a national strategy, and it will definitely go out of leading enterprises and even enterprise clusters. At present, Three Gorges Energy really has this gene in it, so I will naturally play dumb.

Generally speaking, I think we should pay attention not to buy positions at will, but to be relatively tolerant. After all, it's just a matter of earning more and earning less. Strict investment strategy is what I have always pursued. Fear of the market, fear of speculation.