Core Viewpoint - The A-share market is experiencing a strong rebound, with a notable increase in the attractiveness of dividend-paying assets in a low-interest-rate environment, particularly in the Hong Kong stock market [1][2]. Group 1: Market Performance - The three major A-share indices are showing a strong upward trend, while the Hong Kong stock market is also performing well, with the Hang Seng Dividend Low Volatility ETF (159545) following the market rebound [1]. - The Hang Seng Dividend Low Volatility ETF has seen a continuous net inflow of funds for 12 trading days, reaching a fund size of over 3 billion yuan, marking a historical high [1]. Group 2: Investment Trends - Insurance capital is increasingly favoring high-dividend stocks, particularly in stable profit sectors such as banking, transportation, and public utilities, primarily in the Hong Kong market due to its low valuations and high dividend yields [1]. - A recent policy change by the Ministry of Finance aims to encourage insurance funds to invest in high-dividend assets, potentially injecting long-term capital into the dividend sector [1]. Group 3: Dividend Focus - The demand for dividend assets is expected to rise as investors seek stable cash flows and high dividend yields amid global uncertainties, with a seasonal peak for dividend payouts occurring after June [2]. - E Fund is noted as the only fund company offering low-fee rates for all its dividend ETFs, which include several products aimed at facilitating low-cost investments in high-dividend assets [2].
险资加大高股息资产配置,红利板块迎长期活水!恒生红利低波ETF(159545)连续获资金追捧,规模突破30亿元
Mei Ri Jing Ji Xin Wen·2025-07-18 03:32