“反内卷”政策持续推进，国企红利ETF涨0.52%

Group 1 - The core viewpoint of the articles highlights the upward trend in the state-owned enterprise dividend sector, driven by recent government policies aimed at reducing disorderly competition and improving product quality [1][2] - The National Enterprise Dividend ETF (159515) has seen a 0.52% increase, with notable gains in constituent stocks such as Shanxi Coal International (600546) up 3.88%, Hengyuan Coal Power (600971) up 1.73%, and Shanxi Coking Coal (000983) up 1.51% [1] - The central government's focus on "anti-involution" policies is expected to lead to a gradual recovery in the Producer Price Index (PPI) in the second half of the year, impacting traditional industries like coal, steel, and cement [1] Group 2 - According to Everbright Securities, the investment logic in the dividend sector is shifting from style-driven to stock-driven, with high-quality stocks attracting specific style funds [2] - The National Enterprise Dividend Index (000824) combines themes of state-owned enterprises and dividend strategies, enhancing the effectiveness of investment strategies [2] - The ongoing reforms in state-owned enterprises are anticipated to improve profitability and operational efficiency, making the National Enterprise Dividend ETF a noteworthy investment opportunity [2]