一季度国民经济起步平稳开局良好，国企红利ETF（159515）涨0.66%

Group 1 - The core viewpoint of the articles highlights the positive performance of the state-owned enterprise dividend sector amid a stable economic recovery in China, with the National Bureau of Statistics reporting a GDP of 318,758 billion yuan for Q1, reflecting a year-on-year growth of 5.4% and a quarter-on-quarter increase of 1.2% [1] - The establishment of the Chinese version of the stabilization fund is expected to bolster market confidence and accelerate the entry of medium to long-term capital into the A-share market, laying a solid foundation for its long-term stable operation [1] - The performance of the state-owned enterprise dividend index (000824) is driven by the dual themes of state-owned enterprises and dividend strategies, enhancing the effectiveness of the investment strategy [2] Group 2 - The state-owned enterprise dividend ETF (159515) tracks the CSI State-Owned Enterprise Dividend Index (000824), which is designed to select high-quality state-owned enterprises with strong profitability and low valuations [2] - As state-owned enterprise reforms deepen, there is potential for further improvement in profitability and operational efficiency, leading to a dual recovery in earnings and valuations [2] - The defensive attributes of the dividend sector are expected to become more prominent due to the concentration of annual and quarterly report disclosures, alongside tariff-related disruptions [1]