ETF年内分红激增182%；50只基金净值创新高

Fund News Overview - 50 actively managed equity funds have reached new net asset value highs since April 8, primarily in the pharmaceutical sector, Beijing Stock Exchange funds, and emerging consumer sectors [1] - Publicly offered ETFs have significantly increased their dividend payouts, totaling 10.081 billion yuan year-to-date, representing a year-on-year growth of over 182% [1] - Insurance capital is increasingly investing in public REITs, with a notable example being the establishment of a 10 billion yuan infrastructure equity investment fund involving multiple insurance companies [1] Notable Fund Manager Activities - Liu Gesong has increased his stake in Jiangbolong, with the fund now holding 879,000 shares as of the latest quarterly report, a new addition compared to the previous year-end [2] - Zhu Shaoxing has reduced his holdings in Weiteng Electric from 6.0067 million shares at the end of last year to 1.5 million shares as of the latest quarterly report, a decrease of 4.5067 million shares [2] ETF Market Commentary - The market experienced a slight decline with the Shanghai Composite Index down by 0.2%, and the Shenzhen Component Index down by 0.62%. The total trading volume in the two markets was 1.06 trillion yuan, a decrease of 57.2 billion yuan from the previous trading day [3] - The gaming sector ETFs showed positive performance, with the leading gaming ETF rising by 1.52% [3] ETF Thematic Opportunities - The State Council has approved a plan to accelerate the opening of the service industry, highlighting 155 pilot tasks, including a focus on the international expansion of the gaming industry. This presents potential investment opportunities in gaming ETFs [6] Upcoming Fund Launches - The Huatai-PineBridge Hang Seng Consumer ETF is set to launch, managed by Li Muyang, with a performance benchmark based on the Hang Seng Consumer Index [7]