红利ETF国企（530880）冲击三连涨，长线资金加码高股息

Core Viewpoint - The approval of additional insurance funds for long-term stock investments is expected to enhance the demand for high-dividend and high free cash flow assets, thereby optimizing the investor structure and increasing the stability and resilience of the capital market [1] Group 1: Market Performance - As of May 9, the Dividend ETF for State-owned Enterprises (530880) rose by 0.31%, marking a third consecutive increase, with constituent stocks such as Jiangsu Jinzhong (600901) up by 3.38% and Shanghai Bank (601229) up by 2.01% [1] Group 2: Insurance Fund Investment - The National Financial Regulatory Administration plans to approve an additional 60 billion yuan for long-term stock investment trials, bringing the total approved and planned scale to 222 billion yuan [1] - The influx of long-term capital into the market is anticipated to increase the demand for high-dividend and high free cash flow assets [1] Group 3: Investment Recommendations - According to a report from Zhongtai Securities, the dividend attributes of bank stocks are highlighted, suggesting that investors should actively consider the investment value of bank stocks [1] - The Dividend ETF for State-owned Enterprises closely tracks the Shanghai Stock Exchange State-owned Enterprises Dividend Index, which includes 30 securities with high cash dividend rates and stable dividends [1] Group 4: Fund Performance - Since its inception, the highest monthly return of the Dividend ETF for State-owned Enterprises has been 4.63% as of May 8, 2025 [1] - The management fee for the Dividend ETF for State-owned Enterprises is 0.45%, and the custody fee is 0.10%, making it one of the lowest in comparable funds [1]