新能源主题基金回暖，机构研判新一轮景气周期已至

Group 1 - The performance of new energy theme funds has significantly rebounded after a period of adjustment, with an average net value increase of 41.33% over the past year, and several products exceeding a 60% increase [1] - Fund managers are optimistic about structural opportunities in sub-sectors such as energy storage and wind power, suggesting a long-term investment perspective focused on leading companies with core competitiveness [1] - Attention is also being directed towards key material segments that are facing turning points in supply and demand [1]