What is the future market of new energy fund?
1 energy revolution: following the goal of double carbon, we are experiencing the fourth energy revolution, and clean energy such as wind energy, solar energy and tidal energy are vigorously developing and gradually replacing traditional energy sources. With the understanding of global unity, governments all over the world have introduced preferential policies, which has brought great historical opportunities to the development of new energy and can also feel the importance attached to new energy.
2. Electricity price reform: With the reform of electricity price formation mechanism as the core, the upward trend of electricity price will be clear. In the future, thermal power enterprises will usher in a good situation that the on-grid electricity price and power generation will rise together, and the performance valuation is expected to be double-clicked by Davis. As the benchmark of new energy price, the benchmark price of coal-fired electricity will also lay a solid foundation for the long-term rise of green electricity price.
3 Actual tension: In fact, because it is still in the transition period, the actual effect has not been fully revealed, and there are many conceptual quotes and hot spots in the general direction, so there is a lot of room for improvement in the long run, but there are bound to be twists and turns.
At the same time, due to the flexibility of new energy in the assessment of the total energy consumption of each province, the demand for green electricity will continue to be strong, and the valuation will also be boosted by the overall power sector prosperity. Wang Nan Energy, the national comprehensive energy management team for distributed photovoltaic and building energy conservation, was recommended, and the management was recommended to encourage Hanlan Environment, the first echelon operator of garbage power generation.
Generally speaking, we can focus on four major investment directions: low-carbon development on the supply side, electrification on the consumption side, infrastructure side of carbon trading, and incremental benefits of CCER brought by carbon trading. As for whether the specific new energy fund can be bought, it is actually the same as developing new energy. In the long run, there is a lot of room for growth, but there will be twists and turns in the follow-up, which is also related to the specific fund products we choose. The management ability of fund managers also has a great influence.