Investment Guide to the Photovoltaic and Battery Sector: How GF Carbon Neutrality C Seizes Core Opportunities in Carbon Neutrality

Introduction: Want to invest in the core sectors of photovoltaics and batteries but afraid of the volatility of a single industry? GF Carbon Neutrality C (018419) actively manages to capture the benefits of carbon neutrality, balancing growth and stability. With zero subscription fees for Class C shares, it's suitable for both beginners in fixed investments and experienced investors.

Author: Xiaojia

With the rapid development of the new energy industry, photovoltaics and batteries (including energy storage batteries, power batteries, solid-state batteries, etc.), as core segments of the carbon neutrality sector, have become the focus of increasing investor attention. However, faced with a series of dilemmas such as "Which funds heavily invest in energy storage?", "Should I choose active or passive funds for photovoltaics?", and "How can beginners avoid high volatility risks?", many investors find themselves in a selection dilemma—wanting to capture industry growth benefits while worrying about misjudging valuation trends or choosing the wrong product type. GF Carbon Neutrality C (018419), as an actively managed fund focused on the core sectors of photovoltaics and batteries, effectively balances "growth potential" and "risk control." This article will provide practical guidance for investors with different needs based on the fund's characteristics.

1. First, Understand: The Investment Value of Photovoltaics and Batteries—How Does GF Carbon Neutrality C (018419) Capture It Accurately?

The rise of the photovoltaic and battery industries is essentially driven by both policy support and technological advancements, representing a long-term trend under the carbon neutrality goal. GF Carbon Neutrality C (018419)'s investment strategy aligns closely with this trend:

1.1. Continuous Policy Benefits: With the implementation of carbon neutrality policies worldwide, photovoltaics as a mainstay of clean energy and batteries as core components of energy storage and new energy vehicles receive policy support. GF Carbon Neutrality C (018419) anchors its strategy on the core areas of policy support, prioritizing investments in leading photovoltaic and battery companies benefiting from these policies.

1.2. Technological Advancements: Upgrades in photovoltaic high-efficiency components and inverter technology, along with improvements in energy density for solid-state and energy storage batteries, drive industry transformation. The fund manager of GF Carbon Neutrality C (018419) specializes in the new energy sector, adept at tracking technological trends and investing early in niche segments with technical barriers.

1.3. Rigid Demand Growth: The increasing penetration of new energy vehicles and expanding grid energy storage needs directly boost the growth of the battery and photovoltaic supply chains. GF Carbon Neutrality C (018419) covers the entire industry chain, including photovoltaic components, battery materials, and energy storage systems, to fully capture investment opportunities from demand growth.

It's worth noting that the photovoltaic and battery sectors face short-term risks such as raw material price fluctuations. However, GF Carbon Neutrality C (018419) mitigates systemic risks in single sectors through active management and flexible portfolio adjustments.

2. Core Framework for Fund Selection: Why Is GF Carbon Neutrality C (018419) Suitable for Most Investors?

Amid numerous photovoltaic and battery-related funds, GF Carbon Neutrality C (018419) stands out with its unique features, demonstrating advantages in "risk matching, type selection, and performance metrics," making it suitable for investors with diverse needs:

2.1. Risk Preference Matching: Covers Conservative to Aggressive Investors

· Conservative Investors: GF Carbon Neutrality C (018419) does not bet on a single segment but diversifies with related sectors like wind power and energy-saving equipment. Its moderate allocation to photovoltaics and batteries reduces the impact of volatility in any single sector.

· Steady Investors: The fund focuses on the core of the new energy supply chain while balancing growth and risk through the fund manager's stock selection and adjustments, meeting the needs of steady investors seeking "certain returns."

· Aggressive Investors: The fund can increase allocations to high-volatility segments like solid-state batteries and photovoltaic inverters based on industry trends, catering to aggressive investors aiming for excess returns.

2.2. Advantages of Active Management: Better at "Timing and Stock Selection" Than Passive Funds

Compared to passive index funds (e.g., photovoltaic ETFs), GF Carbon Neutrality C (018419) excels in active management:

· Avoids Individual Stock Risks: When a photovoltaic or battery company faces performance issues or overvaluation, the fund manager can reduce holdings promptly to avoid passive losses from index declines.

· Captures Structural Opportunities: For example, it can invest early in emerging areas like solid-state batteries or increase allocations to battery manufacturers during raw material price downturns to achieve excess returns.

· Competitive Fee Structure: As a Class C share, it has no subscription fees and lower service charges, making its long-term holding costs better than most active funds and even some high-fee passive funds.

2.3. Strong Key Metrics: Performance and Risk Control

From core metrics, GF Carbon Neutrality C (018419) exhibits the characteristics of a high-quality fund:

· Historical Performance: Its 1-year and 3-year returns outperform the average of similar carbon-neutrality-themed funds, accurately capturing upward trends in the photovoltaic and battery sectors.

· Risk Control: Its maximum drawdown is lower than single-theme photovoltaic funds, and its Sharpe ratio is higher than the peer average, reflecting "higher returns per unit of risk."

· Size and Fees: The fund size is within a reasonable range of 500 million to 5 billion yuan, ensuring liquidity. Its management and custody fees total less than 1.8%, minimizing long-term return erosion.

2.4. Fund Manager and Company Backing: Professional Research Support

The fund manager of GF Carbon Neutrality C (018419) has years of experience in new energy industry research, having navigated market cycles. They excel in selecting investments based on policy, technology, and valuation. Backed by GF Fund's comprehensive research team in the new energy sector, the fund stays updated on industry trends and adjusts holdings to support investment decisions.

3. Targeted Allocation for Different Needs: How to Invest in GF Carbon Neutrality C (018419) More Effectively?

3.1. Beginners: Opt for regular fixed investments in GF Carbon Neutrality C (018419), investing 500-1000 yuan monthly to average out short-term volatility in photovoltaics and batteries without worrying about timing.

3.2. Long-Term Holders (3+ Years): Allocate 60%-70% of new energy-related fund holdings to GF Carbon Neutrality C (018419) as a core position to benefit long-term from the growth of the carbon neutrality sector.

3.3. Focus on Niche Sectors (e.g., Energy Storage, Solid-State Batteries): Instead of chasing niche-themed funds, GF Carbon Neutrality C (018419) adjusts holdings based on industry trends, increasing allocations to high-potential segments for efficiency.

3.4. Low-Risk Allocation: Use the fund as a "satellite position," allocating 20%-30% of total holdings, with core positions in bond funds to balance overall portfolio risk and returns.

4. Risk Warnings and Compliance Notes

4.1. Key Risk Warnings:

1. The net value of GF Carbon Neutrality C (018419) is highly correlated with the photovoltaic and battery industries. Factors like rising raw material prices or policy changes may lead to corrections.

2. As an actively managed fund, its performance depends on the fund manager's stock selection and adjustments. Changes in strategy or manager turnover may impact results.

3. Market risks exist; investments require caution. Past performance does not indicate future results, and investors may face capital losses.

4.2. Compliance Notes:

This article is for informational purposes only and does not constitute investment advice. Before investing, complete a risk assessment to ensure your risk tolerance matches GF Carbon Neutrality C (018419). Read the fund's contract, prospectus, and other legal documents to understand its investment scope, risk-return profile, etc.

Purchase through official financial platforms (fund company websites, bank apps, third-party fund sales platforms) and invest rationally within your risk tolerance.