Group 1 - The China Securities High Dividend Investment Index has increased by 0.27% as of March 31, 2025, with significant gains from major constituents such as China Construction Bank (up 3.58%) and China Petroleum & Chemical Corporation (up 2.60%) [1] - The index consists of 30 highly liquid, consistently dividend-paying stocks from Hong Kong-listed companies that meet the Stock Connect criteria, weighted by dividend yield to reflect the overall performance of high dividend yield stocks [1] - As of February 28, 2025, the top ten weighted stocks in the index accounted for 46.32% of the total index weight, including companies like COSCO Shipping Holdings and China Shenhua Energy [1] Group 2 - CICC suggests that dividend strategies perform well in volatile markets and can serve as a stabilizing component in investment portfolios, making them suitable for long-term holding [1] - The current market is in a critical phase of performance verification and policy negotiation, with a defensive mindset prevailing, particularly favoring high dividend stocks for absolute and relative returns [2] - The trend of "A-share characteristics" in Hong Kong is ongoing, with high dividend and internet stocks being preferred choices within their respective styles [2]
机构:25年第二季度是防御思维占优阶段,借道港股红利ETF(513830)低位布局红利资产