华南某公募人士表示，风电是新能源实现大规模产业化的重点方向之一。目前公募基金在新能源车、锂电池、光伏等赛道上均做了充足的产品布局，但风电领域的主题布局才刚刚开始。 On November 11, Capital learned that the CSRC website showed that as of November 10, 2021, 11 fund companies had submitted applications for wind power theme ETF, all of which had been accepted. From the perspective of product form, 11 wind power theme ETF are all in the form of index fund, and the tracking index is the CSI wind power industry index.
According to the official website of the CSI, the CSI Wind Power Industry Index was released on April 29 this year. No more than 50 securities of listed companies involved in upstream materials and parts of the wind power industry, midstream turbines and other related equipment, and downstream construction and operation were selected from the Shanghai and Shenzhen markets as index samples to reflect the overall performance of the securities of listed companies in the wind power industry in the Shanghai and Shenzhen markets.
As of November 9, the top 10 heavyweights in the CSI wind power industry index are Mingyang Intelligence, Xinjiang Goldwind Science & Technology, Sinopec Science and Technology, Energy Saving Wind Power, Oriental Cable, Tianshun Wind Energy, New Qiang Alliance, Yunda shares, Daijin heavy Industry and Riyue shares.
A public offering person in South China said that wind power is one of the key directions for new energy to achieve large-scale industrialization. At present, public offering funds have made sufficient product layout in new energy vehicles, lithium batteries, photovoltaic and other races, but the theme layout in the field of wind power has just begun.
China Merchants Fund also pointed out that based on the carbon peak and carbon neutralization target, the renewable clean energy industry will usher in accelerated development. Wind power is rich in exploitable resources, clean and safe, and has the space to reduce cost and increase efficiency in the future, which is expected to become the main direction of new energy in the future.
Analysts pointed out that the investment logic of the wind power sector lies not only in the replacement of new and old energy, but also in reducing costs and increasing efficiency.
