Penghua Environmental Protection Industry Equity Fund Posts Q2 Profit of 272 Million Yuan, NAV Up 24.48%

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โดย 中国证券报·Read original
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Penghua Environmental Protection Industry Equity Fund disclosed its second-quarter 2026 report, recording a profit of 272 million yuan for the period and a net asset value growth rate of 24.48%, with assets under management reaching 1.277 billion yuan at quarter-end. Fund manager Meng Hao stated in the report that during the second quarter, the fund reduced positions in lithium battery materials and solid-state batteries, maintained relatively high allocations to energy storage and sodium batteries, and slightly increased holdings in the AI supply chain. This was mainly due to oversupply risks in lithium battery materials, slower-than-expected progress in solid-state batteries, and better-than-expected development in sodium batteries, alongside rapid growth in energy storage bidding and order data. Looking ahead to the second half of the year, Meng Hao believes energy storage demand will experience a resonance between domestic and international markets, with the implementation of capacity tariffs, deepening electricity spot trading, and the emergence of new AIDC energy storage scenarios driving rapid overall demand growth. As of July 17, the fund's one-year trailing total return NAV growth rate reached 47.78%, ranking first among 35 comparable funds in its category.

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