港股红利指数ETF(513630)近一年累计涨幅近22%，险资或将是推动下半年红利上升的重要力量

Group 1 - The Hong Kong stock market indices closed up over 1% on June 5, 2025, with semiconductor, media, and hardware sectors leading the gains, while consumer services and household goods sectors saw declines [1] - The Hong Kong Dividend Index ETF (513630) experienced a cumulative increase of 21.85% over the past year, with a trading volume of 219 million yuan on the same day [3] - The total scale of Morgan's products tracking the S&P Hong Kong Low Volatility Dividend Index exceeded 12.9 billion yuan, indicating strong investor interest in low volatility dividend strategies [3] Group 2 - The real estate sector in mainland China is showing signs of stabilization, which may positively impact the Hong Kong real estate market despite ongoing macro uncertainties [4] - Long-term capital inflow into the market is expected to reach approximately 4.2 trillion yuan in 2025, with a cautious optimistic outlook for the second half of the year [4] - Insurance funds are increasingly favoring high dividend yield stocks, which is anticipated to drive the upward movement of the dividend sector in the latter half of the year [4] Group 3 - Morgan Asset Management is focused on providing investment opportunities in relatively "certain" quality assets, launching a series of international "Dividend Toolbox" funds for Chinese investors [5]