Core Viewpoint - The overall market sentiment has declined recently, leading to increased investment in high-yield assets, with Hong Kong dividend assets potentially serving as a long-term investment option for capital [1] Group 1: Market Trends - The Hong Kong Dividend ETF (513530) has seen net inflows for 20 consecutive trading days since April 24, 2025, reaching new highs in both scale and shares [1] - As of May 26, 2025, the scale and shares of the Hong Kong Dividend ETF are 1.188 billion shares and 1.869 billion CNY respectively [1] - Mid to long-term interest rates have entered a downward trend since April, leading to a sustained focus on dividend stocks for cash yield supplementation [1] Group 2: Investment Opportunities - The latest dividend yield of the Hong Kong Dividend ETF (513530) is 7.90%, significantly higher than the China Securities Dividend Index (6.37%) and Shenzhen Dividend Index (3.88%) [1] - The Hong Kong Dividend ETF (513530) is the first ETF to invest in Hong Kong stocks through the QDII model, offering a more favorable tax structure compared to traditional channels [1] - The period from May to July is expected to see a concentrated dividend payout from listed companies, enhancing the value of high-yield asset allocation [1] Group 3: Company Background - Huatai-PineBridge Fund has over 18 years of experience in index investment and has been proactive in the dividend-themed ETF sector since 2006 [1] - The two largest dividend-themed ETFs in the A-share market, with scales exceeding 15 billion CNY, are the Dividend ETF (510880) and the Low-Volatility Dividend ETF (512890), with scales of 20.05 billion CNY and 16.595 billion CNY respectively [1]
港股通红利ETF(513530)连续20个交易日获资金净流入!资金加速布局港股红利类资产
Jin Rong Jie·2025-05-27 03:42