CHINA MOBILE(SH:600941) Zhi Tong Cai Jing·2025-03-27 05:43Core Viewpoint - The Hong Kong Dividend ETF (513820) has seen significant inflows, with nearly 90 million yuan in net inflows over the past 12 days, driven by strong dividend announcements from major companies like China Mobile and strategic partnerships with Alibaba [1][4][9]. Group 1: Fund Performance and Inflows - The Hong Kong Dividend ETF (513820) has rebounded, currently up 0.63%, and has experienced a premium widening to 0.26% [1]. - The fund has accumulated nearly 90 million yuan in net inflows over the last 12 days, bringing its total size to over 2 billion yuan [1][9]. - The ETF has attracted over 560 million yuan in inflows over the past 60 days, indicating strong investor interest [9]. Group 2: Company Announcements and Dividends - China Mobile has announced a substantial dividend of over 50 billion yuan, making it the "dividend king" with a total dividend payout of 514 million yuan [4]. - A total of 17 constituent stocks of the Hong Kong Dividend ETF have announced their 2024 financial results, with a combined dividend payout of 286.9 billion Hong Kong dollars [4]. - The dividend yield of the ETF is currently at 7.71%, leading among major dividend indices [9][10]. Group 3: Strategic Partnerships and Market Trends - China Mobile has entered into a strategic partnership with Alibaba to collaborate on digital infrastructure and AI data centers [4]. - The recent issuance of the "Implementation Opinions on Promoting the Innovation and Development of Intelligent Computing Cloud Industry (2025-2027)" in Shanghai aims for the industry to exceed 200 billion yuan by 2027, indicating growth potential for cloud service providers like China Mobile and China Unicom [3]. - Insurers have been actively increasing their stakes in high-dividend stocks, with over 10 instances of stake increases this year, reflecting a trend towards stable cash returns [6][7].