The top 50 heavyweight stocks of the fund are released, and the new energy sector is favored

"Ningda Index" is a new energy stock represented by the CATL era, representing a high-growth track leader

Statistics show that as of the end of the first quarter, among the 4,463 actively invested stock-oriented funds included in the statistics, a total of 1,485 funds held a heavy position in CATL, an increase of 188 compared with the fourth quarter of last year, holding a total of 215.

As the leading companies in the high-growth new energy track, companies such as LONGi and Sungrow have also been favored by the fund

It is worth noting that as the A-share market fluctuated and adjusted in the first quarter, new energy-themed funds diverged

Guo Xiaolin, manager of Bosera New Energy Theme A Fund, said that from the perspective of the stock market, the current valuation of large and medium-sized stocks has fallen below the historical center, and the growth and valuation of small and medium-sized stocks are also close to historical lows

Shi Bo, manager of the Southern New Energy Industry Trend Fund, believes that short-term sudden risk factors and financial factors have brought about changes in expectations and changes in the valuation system