Group 1 - The A-share market showed a rebound on October 16, with the banking sector performing well, as evidenced by the Tianhong Bank ETF (515290) rising by 0.34% and reaching an intraday increase of nearly 0.90%, marking a six-day winning streak [1] - The Tianhong Bank ETF attracted over 110 million yuan in inflows yesterday and has accumulated over 550 million yuan in the past five trading days, indicating strong investor interest [1] - Key stocks within the banking ETF, such as Suzhou Bank, Shanghai Pudong Development Bank, Chongqing Bank, CITIC Bank, and China Construction Bank, saw gains exceeding 1% [1] Group 2 - The Tianhong Central Enterprise Dividend ETF (159281) closely tracks the Central Enterprise Dividend Index (931233), which selects stable dividend-paying central enterprises within the Hong Kong Stock Connect, reflecting the overall performance of high-dividend central enterprises [2] - Market analysts noted a "seesaw effect" between the banking sector and the A-share average price index over the past decade, suggesting that as the A-share index trends downward, banking stocks tend to perform better [2] - According to a report from CITIC Securities, the fourth quarter of 2025 may present a key opportunity for bottom-fishing in dividend stocks, as current pessimistic expectations may have been fully priced in [2] Group 3 - Zhongtai Securities reported that insurance capital is increasingly entering the equity market, with a growing preference for banking stocks due to their high dividend yields [3] - It is anticipated that insurance capital will further increase its holdings in bank stocks in the future, given the current policy and interest rate environment [3]
A股、H股红利资产持续活跃,银行ETF天弘(515290)冲击6连阳,港股通央企红利ETF天弘(159281)涨近1%
2 1 Shi Ji Jing Ji Bao Dao·2025-10-16 02:27