Group 1 - The CSI Hong Kong Stock Connect High Dividend Investment Index decreased by 0.72% as of April 30, 2025, with mixed performance among constituent stocks [1] - China Pacific Insurance led the gains with an increase of 2.74%, followed by China Petroleum with 2.59% and People's Insurance Group with 2.47%, while major banks like China Construction Bank, Industrial and Commercial Bank of China, and Agricultural Bank of China experienced declines [1] - The Hong Kong Dividend ETF (513830) underwent a downward adjustment, with an intraday turnover of 1.49% and a transaction volume of 5.6173 million yuan [1] Group 2 - Under the low interest rate environment, there is a high demand for dividend assets, with the current dividend yield of these assets showing better value compared to government bond yields [2] - Southbound capital has primarily increased allocations in high dividend assets within the banking and telecommunications sectors, while insurance companies are expected to enhance their allocation to high dividend assets due to continuous growth in premium income [2]
机构：红利方向仍可作为底仓配置，港股红利ETF(513830)有望受益
Xin Lang Cai Jing·2025-04-30 05:53