Group 1 - The Hong Kong stock market has become a focal point for capital this year, driven by multiple favorable factors, including the shift of international capital from dollar assets to emerging markets as the Federal Reserve enters a rate-cutting cycle [1] - Southbound capital from mainland China has significantly increased, with net purchases exceeding 820 billion HKD as of July 25, 2025, surpassing the total for the entire year of 2024, indicating a historical high for the same period [1] - The launch of the Hong Kong Dividend ETF (Fund Code: 159277) provides investors with an important opportunity to invest in high-quality dividend assets in the Hong Kong market [1] Group 2 - The Hong Kong Dividend ETF (159277) targets high dividend assets in the current market environment, which is characterized by a low interest rate era, making these assets attractive to investors [2] - The Hong Kong Dividend Index has a dividend yield of 5.69% and a price-to-earnings ratio of 7.47, which is more favorable compared to the China Securities Dividend Index's 4.46% yield and 8.13 P/E ratio, highlighting the investment appeal of Hong Kong dividend assets [2] Group 3 - The components of the Hong Kong Dividend Index are characterized by a high proportion of state-owned enterprises, stable dividends, and large market capitalization, with state-owned enterprises accounting for 87% of the index [3] - Nearly 70% of the stocks in the index have maintained dividends for 10 consecutive years, ensuring the sustainability and stability of dividends [3] - The average market capitalization of the top five and top ten weighted stocks is 189.9 billion and 392.2 billion HKD, respectively, indicating a strong investment value and potential [3] Group 4 - The fund manager of the Hong Kong Dividend ETF, Tian Ximeng, has extensive experience in Hong Kong stock research and management, overseeing multiple successful funds [4] - The ETF has a competitive fee structure, with a management and custody fee of only 0.40%, which is 33% lower than other similar ETFs, reducing investment costs for investors [4] - The combination of high dividends, low valuations, and low fees positions the Hong Kong Dividend ETF as an efficient tool for capturing revaluation opportunities in the Hong Kong market [4]
低位布局港股红利资产 港股通红利ETF富国结募在即
Zhong Guo Jing Ji Wang·2025-07-30 08:02